Whether you're an accidental entrepreneur or a pro at your business, you may find your company missing goals, consuming too much of your time, or operating rudderless. This series applies concepts from thought leaders for owners, or buyers and sellers in a business acquisition. The discussions cut to the real work that will improve your business and create a legacy that survives you.
John Hansman of Truit and Kris sit down and talk about the value tech brings to a business whether ongoing or exiting. Considering OpX/CapX alternatives, industry standards for your employee role-based demands, morale, and the appeal to a buyer of a "modern" business vs. a tech dinosaur, how to you optimize?
Optimizing value means looking at the overall business and not just the computing but how it supports that value, and now looking at plans for using AI strategically.
11 Apr 2026
Best Outcome Ever & Why It Worked
When everything goes right and we the deal works out perfectly for the buyer and the seller on an equitable deal, it's worth sharing. This young couple found a business fit, knew their budget, bought a cash flowing business with a seller who was happy with the offer via an unanticipated benefit to him.
25 Jan 2025
Preppers Guide to Selling Higher, with One Accord Partners
Brian Muchmore of One Accord in Spokane discusses the three main barriers to selling and how to improve your value with a little preparation.
24 Aug 2024
Build Lasting Relationships
In this episode of "My Business is Driving Me Nuts," we dive deep into the often-overlooked challenges of personal and professional growth with special guest Dave Ribble, author of The Way of The Conscientious Connector. Business relationships are far more than just “NETWORKING”. We explore why so many people struggle to change their habits and beliefs, the impact of these struggles on their ability to connect with others, and how slowing down to rethink your approach can lead to profound, lasting success. Tune in to discover practical insights that can help you transform your habits, build meaningful relationships, and unlock your full potential in both business and life.
• Why do people get into this situation?
• Talk about habits a bit more, how do we tap into them or break them?
• What does the transformation look like?
• Examples
11 May 2024
Buyer Bootcamp: KICKOFF Sample
If you wonder what our Bootcamp is like, here is a sample audio clip from our first session. (some sections were paused to retain the privacy of our attendees)
6 Jan 2024
Central & Eastern Washington Opportunities for Entrepreneurs
Central and Eastern Washington are experiencing explosive growth. Kris and Monica summarize the growth, resources for entrepreneurs, and specific opportunities in these areas.
16 Nov 2023
Affordable Legal Options
Darla Klovski from LegalShield joins us to discuss ways to access affordable legal services for contract review, business formation services, and even estate services on a subscription-based legal service called LegalShield.
Contact Darla at: 509-262-0209.
11 Nov 2023
Investing in yourself with R.O.B.S. self-directed IRA/401K
A little-known option to finance your own business is to redirect your IRA from Wall Street to YOUR business. This not only gives you access to interest-free capital, but there are many other benefits to you. We'll discuss the benefits and risks with Brent Forsythe of Forsyth Capital Group: www.forsythcapitalgroup.com
9 Mar 2023
Options for Deferring Capital Gains with Jack Gruber
DON'T MISS THIS IF YOU ARE SELLING YOUR BUSINESS!
Washington State is undergoing changes in capital gains policies that will negatively impact sellers retroactively to January 2022. There are 9 different tax deferral options that might be right for you and are all allowed by the IRS. Get a quick overview and be sure to talk to Jack before you decide about how you will handle your proceeds from the sale.
Jack Gruber, President, Ja-Mar Analytics: https://www.ja-maranalytics.com/ (425) 365-7160
jack.gruber@ja-maranalytics.com
19 Jan 2023
The 2-Year SBA Option
Maigan Snider, SBA Loan Officer from Bank of Idaho is our guest this week to share a little-known side door to an SBA loan may help you simplify the loan application process, move faster than traditional processing, and allow for challenging borrowing scenarios. Learn about this win-win scenario that might even help your cash flow and save on interest rates.
27 Oct 2022
Navigating this Peculiar Recession
Employment rates are up, yet the market is down, is this a supply-side recession? What can we do about it?
Join Doug and Kris for a discussion on specific things to prioritize in this weird time, from guarding cash to retaining employees and vendors, and getting creative in your acquisitions and exits.
24 Aug 2022
Selling a Business: Excerpt from SBA SCORE Workshop
We extracted a segment of our 3-hour workshop: "Buying/Selling a Business Step-by-Step" -- this is the final segment addressing special selling considerations. Download the full PowerPoint presentation at https://bit.ly/BSB611
To access the entire workshop audio recording, contact kris@paulsonexchange.com
24 Aug 2022
Exit Story: Arne @THinc
Arne is moving down the path of transitioning his service business and shares some of his learning and tips, which is still fresh and in progress.
21 Jul 2022
Estate Planning for Business: Special Considerations
Special Guest, attorney Marisa Ala discusses how estate planning for business owners is different than personal estate planning. We discuss some common mistakes and misperceptions when you have the luxury of planning for succession. There are considerations from formation to establishing your trustee and an important distinction between gifting and inheritance that could save you thousands. Get an overview of practical steps to thinking about passing on your business legacy.
6 Jul 2022
Resisting Resistance to Change
As we age, we need to become more conscious of our tendency to resist change, especially when our business requires new approaches to survive. Here we discuss practical ways of shaking up the norms, bringing in a "change wingman", and the discipline to stay the course for new ways to respond to evolving markets, competitors, and customer demands to stay afloat.
30 Jun 2022
Dealing with External Forces: Talent Shortage, Supply Chain Disruptions, Economy...
Hear about the entrepreneurs who have adopted strategies around the recent barrage of external forces that seem to be working-- from pivoting to diversification to automation to new talent acquisition paradigms, Kris and Doug discuss a few of the less obvious approaches to keeping a business above water.
20 Jun 2022
Extracting the Keyman
If you started your business as the Technician, like so many founders, you find yourself needed for every decision, every solution, every day. So how can you extract yourself from the core of your company so when you exit, your business lives on and your business is more appealing to buyers?
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