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Smart Strategies for a Successful Business Exit with Joseph Sofia

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Manage episode 455125201 series 3563191
Content provided by Adam Koos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Koos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business.

Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during the selling process. Finally, Joseph offers guidance on how to successfully scale a business to maximize profitability, ensuring a smoother path to long-term success. This episode is packed with advice for business owners looking to build value and prepare for the future.

https://www.linkedin.com/in/josephsofia/

https://www.bankatfirst.com/business/resources/commercial-markets/central-ohio.html

Subscribe on YouTube: https://bit.ly/49fEWgj Subscribe on Apple Podcasts: https://apple.co/49AYmw4 Subscribe on Spotify: https://bit.ly/3T8JMGR

Elevate and Exit: https://bit.ly/3xwKDsU

Libertas Wealth: https://bit.ly/3HpmN2o

For more VIDEO podcasts like this one: https://bit.ly/42uevkm

For more AUDIO podcasts: https://bit.ly/3PHXHzo

For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR

For general financial educational ARTICLES: https://bit.ly/3VyJbzP

For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 455125201 series 3563191
Content provided by Adam Koos. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Koos or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and selling a business.

Joseph reveals one actionable step business owners can take right now to create a "profitable goodbye" when it comes time to exit their business. He and Adam discuss why the cost of selling often causes unnecessary worry and unpack one major oversight people make during the selling process. Finally, Joseph offers guidance on how to successfully scale a business to maximize profitability, ensuring a smoother path to long-term success. This episode is packed with advice for business owners looking to build value and prepare for the future.

https://www.linkedin.com/in/josephsofia/

https://www.bankatfirst.com/business/resources/commercial-markets/central-ohio.html

Subscribe on YouTube: https://bit.ly/49fEWgj Subscribe on Apple Podcasts: https://apple.co/49AYmw4 Subscribe on Spotify: https://bit.ly/3T8JMGR

Elevate and Exit: https://bit.ly/3xwKDsU

Libertas Wealth: https://bit.ly/3HpmN2o

For more VIDEO podcasts like this one: https://bit.ly/42uevkm

For more AUDIO podcasts: https://bit.ly/3PHXHzo

For educational VIDEOS and Stock Market Updates: https://bit.ly/3Tvh4yR

For general financial educational ARTICLES: https://bit.ly/3VyJbzP

For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

Or follow Adam on Instagram @AdamDKoos https://bit.ly/4aoPI3U

  continue reading

23 episodes

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