Scaling, Selling & Staying Ready: The BITES Method

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Scaling, Selling & Staying Ready: The BITES Method

8d ago 52:49

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Thinking about selling your business—or scaling it to the next level?
In this episode of ValuationPodcast.com, host Melissa Gragg sits down with financial strategist and bestselling author Monica Garcia Duggal to break down her proven Financial BITES Method. With over 30 years of experience in investment banking, M&A, and helping entrepreneurs build wealth, Monica reveals how to prepare your company for growth, exit, and legacy.
Whether you’re a baby boomer business owner planning retirement, or a high-achieving entrepreneur looking to 10X your company, this conversation will give you actionable steps to avoid leaving money on the table, systematize your operations, and future-proof your business in the age of AI.
🔑 What You’ll Learn in This Episode:

Why baby boomer business owners must plan their exit strategy 3–5 years in advance
How the Financial Bytes Method (Budgeting, Investing, Taxes, Exit, SOPs) makes scaling and selling less overwhelming
The role of consultants in rebranding, restructuring, and maximizing valuation
Why buyers want turnkey businesses with clean operations and strong culture
How AI and technology can double your company’s value (or put it at risk if ignored)

📣 Why This Episode Matters
Every business owner will eventually face the question: Grow, sell, or shut down? Monica Garcia-Dougal explains how to approach this crossroads with clarity, confidence, and a proven framework. From managing your financials to creating a business that runs without you, this episode is packed with strategies to help you scale, sell, and stay ready.
Q1: What is the Financial Bytes Method?
A1: It’s Monica Garcia-Dougal’s five-step system—Budgeting, Investing, Taxes, Exit Strategy, and SOPs—that helps entrepreneurs scale and prepare their companies for sale.
Q2: Why should baby boomer business owners plan their exit early?
A2: With 2.3 million small businesses changing hands, early planning maximizes value, ensures succession, and prevents rushed decisions.
Q3: How do consultants increase business value?
A3: Consultants bring outside perspective, improve systems, and rebrand operations—often adding multiples to a company’s final sale price.
Q4: What makes a business most attractive to buyers?
A4: Buyers look for turnkey operations with clean financials, standard operating procedures, strong culture, and minimal reliance on the owner.
Q5: How can AI impact business valuation?
A5: AI helps streamline operations, cut costs, and expand growth. Companies that embrace it often boost valuation, while those that resist risk falling behind.
Scaling, Selling & Staying Ready: The BITES Method | Business Valuation Podcast Monica Garcia Duggal
Connect with Monica:
http://infinitione.com/about-us
https://www.linkedin.com/in/monicagduggal/
Melissa Gragg is a seasoned financial mediator and business valuation expert with over 20 years of experience. She specializes in helping couples and business partners navigate complex financial disputes during divorce and separation. As the founder of Bridge Valuation Partners and a key member of The Divorce Allies, Melissa offers neutral, third-party services including business valuations, pension assessments, income analysis, and strategic settlement planning.
https://www.valuationmediation.com
https://www.thedivorceallies.com
http://www.MediatorPodcast.com
https://www.ValuationPodcast.com
Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
[email protected] 
http://www.BridgeValuation.com 
Cell: (314) 541-8163

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