ExitReadiness®️ PODCAST
ENNIS Legacy Partners
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About This Podcast
Hosted by Pat Ennis, CExP™ and Walter Deyhle, CPA, CExP™, CEPA of ENNIS Legacy Partners, each episode features candid conversations with subject-matter experts across M&A, finance, law, leadership, and personal planning — giving you the practical insights you need to build a sellable business and exit on your own terms and conditions.
Topics include building transferable value, exit route options, buy-sell agreements, tax planning, business continuity, management development, and what life after the exit actually looks like. Whether you're 10 years out or 10 months out, there's something here for you.
Subscribe wherever you listen — and visit exitreadiness.com to take your free ExitReadiness® DIY™ Assessment.
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Recent Episodes
Selling in Stealth Mode: How to Market Your Business Without Alerting Customers, Vendors, or Employees Ft. Gregory Kovsky
Most business owners understand the importance of confidentiality during a sale process. What many do not fully appreciate is just how fragile that confidentiality can be once the business is taken…
Three Actions to Become Less Central to Your Business Ft. Laurie Barkman
Most business owners know their company depends heavily on them. Fewer understand how much that dependency impacts transferable value, scalability, leadership continuity, and long-term optionality.…
How AI Impacts What Your Business is Worth Ft. Janet Waring
AI is quickly moving beyond experimentation and becoming part of how buyers evaluate operational maturity, scalability, and future growth potential. But not every use of AI increases business value.…
The Role AI Can Play in Sensitive Partner Negotiations Ft. David Gage
Business partnerships are at the center of many of the most complex exit planning decisions an owner will face — whether navigating a sale to key employees, a family transfer, or simply trying to…
NEXT ACT Series: Life After the Business Ft. David Young
The statistics are sobering: 75% of business owners report being unhappy within one year of exiting their business. For owners who have spent decades finding purpose, identity, and meaning in their…
The Benefits of an ESOP in a Family Business Ft. Kelly Finnell
For many family business owners, the succession question is more complicated than it looks — especially when some family members want to stay involved, others don't, or there's simply no heir…
A Tax Smart Exit Ft. Ed Cotney
Most owners focus on growing value but give far less attention to how that value will ultimately be taxed. The result is often a successful sale that delivers far less than expected. In this episode,…
A Successful ESOP Story Ft. Tim Rettig
ESOPs are often discussed in theory, but far less often understood through lived experience. In this episode, Tim Rettig shares what it actually looks like to transition a business to employee…
Due Diligence in M&A Transactions: Why First-Time Buyers Should Avoid Analysis Paralysis Ft. Michael Mercurio
Buying a business for the first time is exciting — and overwhelming. The due diligence process can trigger analysis paralysis that kills deals that should close. In this episode, M&A attorney…
What Does a Fractional EOS Integrator Do? Ft. Dave Lokos
If you're running on EOS® but struggling to execute, you may be missing the Integrator role — the person who translates the Visionary's vision into traction. Dave Lokos, CEPA, CBEC of ExitWell…
An Often Overlooked Risk in Funding Buy - Sell Agreements – Disability Buy Out Ft. Mark Gage
Most business owners fund their buy-sell agreements with life insurance — but what happens when a partner becomes disabled rather than dying? In this episode, Mark Gage joins Pat and Walter to…
Unlocking Tax Savings with Section 1202
Section 1202 of the tax code allows qualifying small business stockholders to exclude up to 100% of capital gains on the sale of their stock — one of the most powerful and underused tax tools…
AI & EXIT PLANNING Series: Initial Thoughts About AI and Exit Planning? Ft. John F. Dini
AI is changing how advisors work and how business owners prepare for exit — but what does it mean specifically for the exit planning profession? John F. Dini, one of the nation's most recognized exit…
Building a Cost Management System That Protects and Increases Business Value Ft. Duane Deason
Growing revenue is only half the equation — businesses that can't control costs ultimately destroy the value they're working to build. Duane Deason, CPA, MBA, founder of The Efficacy Group and author…
NEXT ACT Series: A Post-Exit Story Ft. Andrew Walen
What happens after you sell? Andrew Walen built and exited multiple mental health companies — including The Body Image Therapy Center and DUDE Mental Health — before reinventing himself as the owner…
AI & EXIT PLANNING SERIES: De-Mystifying AI Ft. Nick Damoulakis
AI can feel overwhelming for business owners who didn't grow up in the tech world — but it doesn't have to be. Nick Damoulakis, CEO of Orases and a recognized thought leader in digital…
Exit Like a Boss Ft. Dr. Craig West
What does exit planning look like on a global scale — and what can American business owners learn from advisors in other markets? Dr. Craig West, founder of Succession Plus, Australia's largest exit…
Redesigning Life After the Business – Letting Go and Moving Forward Ft. Patti Julber
Selling a business is one thing. Knowing what comes next — and actually moving forward — is another. Patti Julber spent 21 years building her business before deciding it was time to sell. In this…
Controlling Your Company’s Future Ft. Tim Van Mieghem
Most business owners know they want to exit someday — but far fewer have taken the steps to ensure their company's future is actually in their control when that day comes. Tim Van Mieghem, co-founder…
How EOS Helped Me Sell My Business for Max Value Ft. Dave Lokos
Running on EOS® didn't just make Dave Lokos's business more efficient — it made it more sellable. In this episode, Dave joins Pat and Walter to share his first-hand account of how implementing the…
Frequently Asked Questions
ExitReadiness®️ PODCAST has published 191 episodes since August 2018, covering topics in Business, Entrepreneurship.
ExitReadiness®️ PODCAST is currently highly active with new episodes every 2 weeks. Average episode length is 33m.
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