エピソード

  • Selling Your Business to Your Sons

    Selling Your Business to Your Sons
    2026/05/12

    In this video I interview Chris, Sam, and Luke Jordan. Chris built a multi-million dollar AVL integration company, and then sold it to his sons. We discuss how to do this type deal correctly so that everyone comes out happy.

    I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

    Learn more: https://www.moffattfinancialstrategies.com
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    1 時間
  • Passive Ownership

    Passive Ownership
    2026/04/21

    In this episode we discuss preparing to take a passive ownership role at your business.

    I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

    Learn more:

    https://www.moffattfinancialstrategies.com
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    18 分
  • Preparing Your Business to go Public

    Preparing Your Business to go Public
    2026/03/24

    In this video we discuss preparing your business for an IPO event, or going public.

    I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

    Learn more: https://www.moffattfinancialstrategies.com
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    12 分
  • Selling to a Third Party

    Selling to a Third Party
    2026/03/06

    In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a third party.

    Learn more:

    https://www.moffattfinancialstrategies.com
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    19 分
  • Selling Your Business to a Partner

    Selling Your Business to a Partner
    2026/01/30

    In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a partner. Learn more: https://www.moffattfinancialstrategies.com
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    17 分
  • Becoming A Passive Owner

    Becoming A Passive Owner
    2024/08/26

    In this episode of the "Leave My Business Well" podcast, hosts Derek and Jennifer Moffatt delve into the concept of becoming a passive business owner. This episode delves into the pros and cons of maintaining ownership after exiting daily operations.
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    20 分
  • Selling Your Business to a Third Party

    Selling Your Business to a Third Party
    2024/05/10

    Join Derek and Jennifer as they discuss the potential benefits and challenges of selling your business to a third party/
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    20 分
  • Selling Your Business to Key Employee Groups (KEGs)

    Selling Your Business to Key Employee Groups (KEGs)
    2024/04/08

    In this insightful episode, Hosts Derek Moffatt and Jennifer, his wife and business partner, delve into the complexities and strategies around selling your business to key employee groups (KEGs). They explore various aspects of this exit strategy, providing valuable insights for business owners.

    Investment advice offered through Moffatt Financial Strategies, a registered investment advisor.
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    21 分