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Content provided by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA 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.
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Using AI To Prepare to Sell A Business with guest Jacob Andra, CEO and Founder of Talbot West

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Manage episode 521362589 series 3494671
Content provided by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA 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.

Learn how AI can help you better prepare your business to sell with AI guru Jacob Andra, Founder & CEO, of Talbot West.

In this episode we unpack how to align perception with reality when preparing a business for sale and how targeted AI can boost efficiency, clarity, and valuation. Jacob Andra shares a practical path from messy systems to credible growth stories buyers will pay for.
• mapping systems first, then selecting the right AI tools
• reframing flaws and gaps as well-defined buyer opportunities
• RFP and ERP case study that turns days of reading into minutes
• security and governance for sensitive data with private models
• what LLMs do well versus other AI methods
• building toward total organizational intelligence, not silos
• simple starting points that produce measurable lift pre-exit
Subscribe to The Applied AI podcast on all major platforms, or reach Jacob at [email protected] and talbotwest.com
Visit us at www.bsalesgroup.com or email Rick at [email protected]
Visit us at:
Bsalesgroup.com,
DesignMySale.com,

MyBizValue.com

  continue reading

Chapters

1. Welcome And Episode Setup (00:00:00)

2. Jacob’s Unusual Background (00:00:39)

3. Perception Versus Reality In Exits (00:04:00)

4. Positioning Warts As Opportunities (00:08:12)

5. Mapping Processes Before Choosing AI (00:12:54)

6. Case Study: ERP And RFP Automation (00:16:24)

7. Handling Sensitive Data With AI (00:21:15)

8. What AI Changes And What It Doesn’t (00:24:05)

9. Learning Paths And Mindset Shifts (00:28:20)

37 episodes

Artwork
iconShare
 
Manage episode 521362589 series 3494671
Content provided by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rick J. Krebs, M&A Advisor, CPA and CEPA, Rick J. Krebs, A Advisor, CPA, and CEPA 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.

Learn how AI can help you better prepare your business to sell with AI guru Jacob Andra, Founder & CEO, of Talbot West.

In this episode we unpack how to align perception with reality when preparing a business for sale and how targeted AI can boost efficiency, clarity, and valuation. Jacob Andra shares a practical path from messy systems to credible growth stories buyers will pay for.
• mapping systems first, then selecting the right AI tools
• reframing flaws and gaps as well-defined buyer opportunities
• RFP and ERP case study that turns days of reading into minutes
• security and governance for sensitive data with private models
• what LLMs do well versus other AI methods
• building toward total organizational intelligence, not silos
• simple starting points that produce measurable lift pre-exit
Subscribe to The Applied AI podcast on all major platforms, or reach Jacob at [email protected] and talbotwest.com
Visit us at www.bsalesgroup.com or email Rick at [email protected]
Visit us at:
Bsalesgroup.com,
DesignMySale.com,

MyBizValue.com

  continue reading

Chapters

1. Welcome And Episode Setup (00:00:00)

2. Jacob’s Unusual Background (00:00:39)

3. Perception Versus Reality In Exits (00:04:00)

4. Positioning Warts As Opportunities (00:08:12)

5. Mapping Processes Before Choosing AI (00:12:54)

6. Case Study: ERP And RFP Automation (00:16:24)

7. Handling Sensitive Data With AI (00:21:15)

8. What AI Changes And What It Doesn’t (00:24:05)

9. Learning Paths And Mindset Shifts (00:28:20)

37 episodes

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