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.
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
21 Apr 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
24 Mar 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
6 Mar 2026
Selling to a Third Party
In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a third party.
Learn more:
https://www.moffattfinancialstrategies.com
30 Jan 2026
Selling Your Business to a Partner
In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a partner. Learn more: https://www.moffattfinancialstrategies.com
26 Aug 2024
Becoming A Passive Owner
In this episode of the ”Leave My Business Well” podcast, hosts Derek and Jennifer Moffatt delve into the concept of becoming a passive business owner.
10 May 2024
Selling Your Business to a Third Party
Join Derek and Jennifer as they discuss the potential benefits and challenges of selling your business to a third party/
8 Apr 2024
Selling Your Business to Key Employee Groups (KEGs)
In this insightful episode, Hosts Derek Moffatt and Jennifer, his wife and business partner, delve into the complexities and strategies around selling your business to key employee groups (KEGs). They explore various aspects of this exit strategy, providing valuable insights for business owners.
SHOW NOTES
Introduction to the concept of exiting a business by selling it to key employees.
The story of John, a business owner who faced challenges in selling his plumbing business to a key employee.
The appeal of selling a business to key employees includes the desire to maintain company culture and protect community interests.
Detailed examination of the financial and operational aspects of selling a business to key employees.
Challenges and risks involved in such transactions, including financial risks for both the owner and the employees.
Strategies to mitigate these risks and ensure a successful transfer include gradual retirement plans and leveraging cash flow.
The importance of having strong financial systems and controls in place.
Considerations for owners who do not have key employees willing to take ownership.
Various methods of selling a business to employees, like long-term installment sales, leveraged buyouts, and gradual retirement plans.
The critical role of planning and management in executing a successful business transfer.
Personal financial planning tip: Ensure that your estate plan aligns with your business objectives.
KEY QUOTES
The following quotes encapsulate the key insights and perspectives shared in this episode, offering a glimpse into the depth and nuance of the conversation.
”Everyone leaves their business. You either leave it by disaster, you leave it by death, or you leave it by design.” - Derek Moffatt
”Selling your business to key employees is appealing because they’re known entities who have helped build the business.” - Derek Moffatt
”One of the big perils is that without planning, key employees often don’t have the cash at hand to purchase the business.” - Derek Moffatt
”You need to be financially independent when you exit. We want to make sure you’re not giving up control until you achieve that goal.” - Derek Moffatt
”Do yourself a favor and get a professional who can help you with your estate plan.” - Jennifer Moffatt
RESOURCES & LINKS
Moffatt Financial Strategies: Derek’s Financial Planning and Wealth Management Firm
Visit Moffatt Financial Strategies Website
Follow Derek on Linkedin
Follow Derek on Twitter
Follow Moffatt Financial on Facebook
Leave My Business Well: Derek’s exit planning initiative.
Visit Leave My Business Well Website
Follow Leave My Business Well on Facebook
Follow Leave My Business Well on Twitter
Subscribe to Our Newsletter
Additional Resources
Small Business Administration: Resources for Small Business Owners
Family Business Magazine: Articles and Information on Family Business
Project Equity: Resources and Information on Employee Ownership Options
Investment advice offered through Moffatt Financial Strategies, a registered investment advisor.
5 Feb 2024
Family Business Transfers
In this insightful episode of ”Leave My Business Well,” Derek and Jennifer Moffatt delve into the complexities of family business transfers. They explore a range of topics, providing valuable insights for business owners and key employees aspiring to take over family businesses.
5 Feb 2024
What Kind of Exit Strategy Should I Consider?
In this episode of the ”Leave My Business Well” podcast, hosts Derek and Jennifer Moffatt delve into various strategies for business owners to consider when planning their exit. The discussion covers the complexities and nuances of each exit strategy, offering insights for business builders and owners.
16 Jan 2024
What Is Exit Planning and Why Do I Need It?
Today on the Leave My Business Well podcast we’ll discuss what exit planning really is, and the major objectives involved in leaving a business. We’ll also talk about how getting organized can be an important tool in your financial planning.
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