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LIVE CASE STUDIES: Answering the Buy or Build Question, Real Time, Real Answers
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When business owners face the pivotal question of whether to sell or continue building their company, the answers are rarely straightforward. The Utah chapter of Exit Planners (EPI) takes you inside this crucial decision-making process through two compelling real-world case studies that illuminate the complexities of business transitions.
A rapidly growing software company valued at $31 million stands at the crossroads: cash out now or double down on growth? With 30% of revenue tied to a single customer and AI technological disruption looming, expert advisors weigh in on the strategic options. Witness how exit planning professionals evaluate customer concentration risk, technological changes, and personal readiness factors that influence these high-stakes decisions.
The conversation takes a fascinating turn when examining a family-owned cabinet business where six children work alongside their father-owners. When the brothers took simultaneous vacations and returned to chaos, they realized their dream of a smooth family transition might be in jeopardy. This case study reveals the emotional complexity of family business transfers and practical approaches to navigating these delicate situations.
Throughout both discussions, critical exit planning themes emerge: the necessity of personal financial planning before business decisions, the importance of assembling the right advisory team early, the value of structured 90-day improvement "sprints," and the nuanced trade-offs between maximizing value and achieving personal goals. Expert perspectives from wealth managers, CPAs, M&A advisors, and business coaches provide a multi-dimensional view of these challenges.
Whether you're years from exit or actively considering a transition, these real-world scenarios offer invaluable insights into the human and financial aspects of one of the most significant decisions a business owner will ever make. Subscribe now and join us next month as we explore how to handle letters of intent and negotiation strategies for better outcomes.
Visit us at:
Bsalesgroup.com
DesignMySale.com
Chapters
1. Welcome and Introduction to EPI Utah (00:00:00)
2. Case Study One: Discovery Gate Presentation (00:03:30)
3. Audience Recommendations on Building Path (00:06:00)
4. Exploring the Sell Path Options (00:19:30)
5. Voting on Build vs Sell Recommendations (00:35:00)
6. Case Study Two: Family Business Transition (00:52:30)
7. Managing Family Dynamics in Business Exit (01:04:00)
8. Final Recommendations and Chapter Updates (01:24:40)
34 episodes
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