Building a business is a marathon, but crossing the finish line requires a specialized strategy to protect the legacy you’ve built. This owner-to-owner forum connects Northwest Arkansas entrepreneurs with the veteran CPAs, financial advisors, and fellow business owners who understand the realities of value, transition, and deal structure. Through practical, experience-based conversations, we bridge the gap between building a company and successfully navigating its sale. Tune in to gain the actionable insights and local expertise needed to turn your years of hard work into a seamless, high-value exit.
Ep. 12 - Fund Your Growth: Debt, Equity, or Cash Flow with Jeff Amerine
Send us Fan Mail Picking the wrong capital structure will cost you company control before you turn your first real profit. Host Cameron Geiger speaks with Startup Junkie founder Jeff Amerine about funding growth without surrendering equity. Very few businesses fit institutional venture capital. Most operators build stronger balance sheets through customer cash flow, SBA debt, or non-dilutive grants. When buyers or lenders review your books, missing paperwork and delayed disclosures will kill ...
5 Oct 2026
Ep. 11 - Driving Real Traction: Metrics That Matter with Jeff Amerine
Send us Fan Mail The race of truth in any business comes down to repeatable sales over vanity metrics. Host Cameron Geiger sits down with Jeff Amerine, serial entrepreneur and founder at Startup Junkie, to break down how operators transition from early activity to sustainable growth. Building a scalable venture requires removing owner bottlenecks, streamlining delivery, and focusing on customer retention. Jeff shares insights from decades in the Northwest Arkansas ecosystem, outlining what it...
21 Sept 2026
Ep. 10 - Enterprise Value: How Founders Build Lasting Assets with Scott Lacy
Send us Fan Mail Running a profitable business today requires a shift from short-term operations to long-term value creation. Host Cam Geiger sits down with Scott Lacy, Founder and Lead CFO of Verify CFO, to break down the mechanics of enterprise value and strategic financial planning for middle-market companies. Many founders confuse personal lifestyle income with true business value. Maximizing sellers discretionary earnings requires clean accounting, strict separation of personal and busin...
8 Sept 2026
Ep. 9 - Profit Vs. Cash: Navigating Growth Crunches
Send us Fan Mail Growth requires cash before it ever returns a profit. Cam sit down with Scott Lacy, founder of Vector CFO, to discuss the key indicators that reveal the true health of a small to midsize business. Scott shares how tracking receivables, forecasting cash, and monitoring gross margins protect companies during rapid expansion. They examine why high revenue can hide underlying weaknesses, how customer concentration impacts valuation, and when an owner needs fractional CFO guidanc...
24 Aug 2026
Ep. 8 - Buyer Financial Due Diligence with Nick Anselmo
Send us Fan Mail Buying a business without verifying the numbers creates massive financial exposure. A deal can look incredible on paper, but poor record keeping or hidden liabilities will wipe out equity almost overnight. We sit down with CPA Nick Anselmo to break down what buyers need to investigate before finalizing an acquisition offer. We examine the actual mechanics of buyer-side due diligence. The conversation covers key areas like auditing asset schedules, verifying historical balance...
10 Aug 2026
Ep. 7 - Fix Financial Books Before Selling Your Business with Nick Anselmo
Send us Fan Mail Neglecting core accounting structures until a deal is already on the table leaves real money sitting on the table. A surprising number of founders mistake top line revenue for transaction readiness, only to watch deal momentum stall during due diligence. Preparing for a business exit requires proactive financial maintenance long before a buyer ever looks at your books, because unexpected liabilities or mismanaged records can instantly destroy trust. We sit down to dissect fin...
27 Jul 2026
Ep. 6 - Estate Tax Secrets: Saving Millions Pre-Sale with Marcos Martinez
Send us Fan Mail Running a thriving business requires focus, but relying on that business for 80% to 90% of your personal net worth leaves significant value exposed. Preparing for a transaction is not just about negotiating a purchase price. If you do not align your personal legal and estate structures prior to a deal, taxes and poor asset structuring will quietly erode millions in value before the funds ever hit your account. We sit down to discuss the critical intersection of business sale...
13 Jul 2026
Ep. 5 - Avoid Capital Gains: The Five-Year Small Business Tax Playbook
Send us Fan Mail Entering a business transaction without a foundational legal structure is an absolute wealth drain. Many business owners spend decades building a company only to leave millions on the table because they started planning after a buyer was already sitting in front of them. The path to a highly profitable, smooth transition is paved years before a letter of intent is ever signed. In this episode, we sit down with Marcos Martinez, an attorney specializing in tax, corporate struct...
29 Jun 2026
Ep. 4 - Deal Certainty: Securing Capital Before You Sell
Send us Fan Mail Undisclosed issues and messy financials are the fastest way to kill a small business acquisition. If you are a business owner thinking about your eventual exit, waiting until you are ready to sell to talk to a bank is a massive mistake. In this episode we are joined by Megan Lahay, VP Commercial Relationship Manager at Encore Bank, to break down exactly how buyer financing dictates the success of your deal. We get into the critical mechanics of what makes a business truly ban...
15 Jun 2026
Ep. 3 - Funding Small Businesses: How Bank Financing Really Works
Send us Fan Mail Assuming your ambition alone can secure a multi-million dollar commercial loan is a fast track to a collapsed deal. Navigating the world of small business acquisitions requires an early reality check because a bank does not fund your dreams or your enthusiasm. We sit down with Megan Lahay, Vice President and Commercial Relationship Manager at Encore Bank, to break down how lenders actually look at transactional risk and what it takes to get a deal across the finish line. We ...
1 Jun 2026
Ep. 2 - Lifetime Paycheck: Turning Business Success into Income with Craig Jamison
Send us Fan Mail Waiting until you are forced to step away from your company means leaving your hard earned equity entirely up to chance. For many business owners, the reality of transitioning out of active operations hits suddenly, turning a lifetime of hard work into a stressful scramble for liquidity. We sit down with Craig Jamison, a financial advisor and certified exit planner from Edward Jones, to break down the mechanics of turning business equity into reliable, long term personal weal...
18 May 2026
Ep. 1 - Exit Timing: Why You Need a 3-Year Head Start with Craig Jamison
Send us Fan Mail Most business owners are sitting on a fortune they cannot actually spend. Their net worth is trapped like a mosquito in amber, visible on a balance sheet but completely illiquid until the right deal is struck. We sit down with Craig Jamison, a financial advisor and Certified Exit Planning Advisor, to discuss why having 80 percent of your wealth tied up in a single entity is a dangerous gamble and how to start the process of unlocking that value long before you are ready to wa...
4 May 2026
Owner to Owner Podcast Introduction: Teaching the Strategy of the Exit
Send us Fan Mail Most owners wait too long to think about their exit, turning a potential legacy into a high-stakes gamble. Transitioning a business requires more than just a buyer; it’s about the intersection of personal wealth, risk management, and market timing. In this podcast we'll sit down to explore the mechanics of de-risking your portfolio and the impact of tax mitigation on your net proceeds. Join us as we dive into the specific philosophy that a business must be managed as a...
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