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How to Sell Your Company for Maximum Value (w/ Bradley Frisk)

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Manage episode 509971405 series 3650922
Content provided by The Mark Haney Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mark Haney Podcast 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.
Thinking about selling your company — now or in the next few years?
In this episode, Bradley Frisk (Cypress Creek Capital Group / Raymond James) lays out the full exit playbook every founder should hear before taking a call from a buyer.
We cover:
• Prep that creates real enterprise value (often adding millions before you ever go to market)
• How the deal process actually works — IOIs, LOIs, diligence, QofE, data rooms, buyer types
• How to plan life after the exit so your net outcome — after tax, wealth transfer, and lifestyle — aligns with your goals
________________________________________
Who this episode is for:
✅ Founders of lower-middle or middle-market companies
✅ Owners fielding unsolicited offers
✅ Operators still 2–3 years away from selling — but want to be ready
________________________________________
Want introductions to professionals mentioned in the episode — or info on the upcoming BOSS (Business Owner Strategy Summit) on Oct 16?
📩 Reach out to Brad (contact at end of show), or DM Mark for a warm intro.
#BusinessExit #SellYourBusiness #ExitPlanning #MergersAndAcquisitions #BusinessOwner #PrivateEquity #MiddleMarket #BusinessValuation #EntrepreneurLife #founderadvice
_____________________________________________________________
If this episode inspires you to be part of the movement, and you believe, like me, that entrepreneurs are the answer to our future, message me so we can join forces to support building truly great companies in our region.
-
Subscribe to my channel here: https://www.youtube.com/channel/UCom_​...
-
Mark Haney is a serial entrepreneur that has experience growing companies worth hundreds of millions of dollars. He is currently the CEO and founder of HaneyBiz
-
Instagram: http://instagram.com/themarkhaney
Facebook: www.facebook.com/themarkhaney
LinkedIn: https://www.linkedin.com/in/markehaney
Website: http://haneybiz.com
Audio Boom: https://audioboom.com/channels/5005273
Twitter: http://twitter.com/themarkhaney
-
This video includes personal knowledge, experiences, and opinions about Angel Investing by seasoned angel investors. This content is for informational purposes only and should not be construed as legal, tax, investment, or financial advice. Nothing in this video constitutes a solicitation, recommendation, or endorsement.
#thebackyardadvantage #themarkhaneyshow #entrepreneur
#PowerOfWith #SacramentoEntrepreneur #Sacramento
#SacramentoSmallBusiness #SmallBusiness #GrowthFactory #Investor
#Podcast
  continue reading

550 episodes

Artwork
iconShare
 
Manage episode 509971405 series 3650922
Content provided by The Mark Haney Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mark Haney Podcast 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.
Thinking about selling your company — now or in the next few years?
In this episode, Bradley Frisk (Cypress Creek Capital Group / Raymond James) lays out the full exit playbook every founder should hear before taking a call from a buyer.
We cover:
• Prep that creates real enterprise value (often adding millions before you ever go to market)
• How the deal process actually works — IOIs, LOIs, diligence, QofE, data rooms, buyer types
• How to plan life after the exit so your net outcome — after tax, wealth transfer, and lifestyle — aligns with your goals
________________________________________
Who this episode is for:
✅ Founders of lower-middle or middle-market companies
✅ Owners fielding unsolicited offers
✅ Operators still 2–3 years away from selling — but want to be ready
________________________________________
Want introductions to professionals mentioned in the episode — or info on the upcoming BOSS (Business Owner Strategy Summit) on Oct 16?
📩 Reach out to Brad (contact at end of show), or DM Mark for a warm intro.
#BusinessExit #SellYourBusiness #ExitPlanning #MergersAndAcquisitions #BusinessOwner #PrivateEquity #MiddleMarket #BusinessValuation #EntrepreneurLife #founderadvice
_____________________________________________________________
If this episode inspires you to be part of the movement, and you believe, like me, that entrepreneurs are the answer to our future, message me so we can join forces to support building truly great companies in our region.
-
Subscribe to my channel here: https://www.youtube.com/channel/UCom_​...
-
Mark Haney is a serial entrepreneur that has experience growing companies worth hundreds of millions of dollars. He is currently the CEO and founder of HaneyBiz
-
Instagram: http://instagram.com/themarkhaney
Facebook: www.facebook.com/themarkhaney
LinkedIn: https://www.linkedin.com/in/markehaney
Website: http://haneybiz.com
Audio Boom: https://audioboom.com/channels/5005273
Twitter: http://twitter.com/themarkhaney
-
This video includes personal knowledge, experiences, and opinions about Angel Investing by seasoned angel investors. This content is for informational purposes only and should not be construed as legal, tax, investment, or financial advice. Nothing in this video constitutes a solicitation, recommendation, or endorsement.
#thebackyardadvantage #themarkhaneyshow #entrepreneur
#PowerOfWith #SacramentoEntrepreneur #Sacramento
#SacramentoSmallBusiness #SmallBusiness #GrowthFactory #Investor
#Podcast
  continue reading

550 episodes

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