Leave My Business Well
Claim This Podcastby Derek Moffatt
Podcast Overview
<p>Join Derek Moffatt as he discusses the many ways to exit a business, pitfalls that can occur with various exit pathways, and strategies for protecting the owner and business in case of emergencies. Derek will also share investment ideas and financial planning strategies geared toward business owners and their families.</p>
Language
🇺🇲
Publishing Since
1/16/2024
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Recent Episodes
May 12, 2026
Selling Your Business to Your Sons
In this video I interview Chris, Sam, and Luke Jordan. Chris built a multi-million dollar AVL integration company, and then sold it to his sons. We discuss how to do this type deal correctly so that everyone comes out happy. I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business. Learn more: https://www.moffattfinancialstrategies.com
April 21, 2026
Passive Ownership
In this episode we discuss preparing to take a passive ownership role at your business. I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business. Learn more: https://www.moffattfinancialstrategies.com
March 24, 2026
Preparing Your Business to go Public
In this video we discuss preparing your business for an IPO event, or going public. I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business. Learn more: https://www.moffattfinancialstrategies.com
11 total episodes available
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Frequently asked questions
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- What is Leave My Business Well?
<p>Join Derek Moffatt as he discusses the many ways to exit a business, pitfalls that can occur with various exit pathways, and strategies for protecting the owner and business in case of emergencies. Derek will also share investment ideas and financial planning strategies geared toward business owners and their families.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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