The Exit - Presented By Flippa

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit 


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Are you running your business to scale, or are you running it to sell? According to Michael Bennett, managing partner and founder of Crew Capital, you should always be doing both.
 In this tactical episode of The Exit, Michael sits down with Steve McGarry to break down the exact playbook for preparing your business for a massive payday long before you ever want to hand over the keys. From tracking the 10 to 20 industry KPIs that actually matter to navigating the complex world of QSBS tax benefits and succession planning, Michael shares the hard-earned wisdom he used to help guide one client from a $50M enterprise value all the way to a public, multi-billion-dollar powerhouse.

Drawing from years of investment banking and advising founder-led companies, Michael shares why the best time to prepare for an exit is before you need capital and how running your company as if it is always “sale ready” can dramatically increase enterprise value.


Michael also breaks down the biggest mistakes founders make when preparing for a sale, why timing matters more than most entrepreneurs realize, and how market conditions can impact valuation multiples. Steve and Michael dive into minority deals, partial exits, rollover equity, and the difference between maximizing value versus defining personal success. Whether you are years away from selling or actively considering an exit, this conversation offers tactical advice to help you prepare smarter and avoid painful surprises.



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Michael Bennett is the Managing Partner of Crewe Capital and Co Founding Partner of Crewe Advisors, where he helps founder led and closely held businesses navigate mergers and acquisitions, capital raises, and long term financial strategy. Over the past 20 years, Michael has advised on more than 100 investment banking transactions while helping grow Crewe into a multi faceted financial platform overseeing more than $3 billion in assets. After overcoming an unstable childhood and putting himself through school, Michael built the firm from the ground up, starting with no clients and a single $20,000 retainer, eventually expanding into wealth management, alternative investments, philanthropy, and community initiatives.



Website - https://crewecup.com/

LinkedIn - https://www.linkedin.com/in/crewecapital/ 



KEY TIMESTAMPS:

[00:01] Introduction to Michael Bennett and His Journey
[05:49] Preparing for an Exit: Timing and Strategy
[08:58] Common Mistakes in Exit Preparation
[11:48] Understanding Valuations and Market Trends
[14:50] Defining the Right Time to Exit
[17:46] Exploring Partial Exits and Deal Structures
[20:46] Favorite Deals and Lessons Learned
[23:41] Advice for Future Entrepreneurs
[26:56] Conclusion and Overview of Crewe Capital

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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it: https://flippa.com/exit 



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This week on The Exit, host Steve McGarry sits down with entrepreneur, CPA, and wealth strategist Cecilia “CeCe” Leung for a candid conversation about one of the most overlooked parts of selling a business: what happens after the deal closes. Drawing from more than 20 years of experience in finance, Wall Street, and advising founders through complex transactions, CeCe shares why so many entrepreneurs focus on valuation and due diligence while overlooking the emotional, personal, and identity shifts that often follow an exit.


CeCe breaks down common mistakes founders make when preparing for a sale, from failing to think through post deal dynamics with private equity partners to overlooking succession planning and negotiating leverage. She also explores the deeper side of entrepreneurship, including founder burnout, setting boundaries, defining personal success, and why understanding why you want to sell may be just as important as the sale itself. Whether you are preparing for an exit or simply building toward one, this episode offers a refreshing perspective on creating both financial freedom and a meaningful life beyond business.
 


Cecilia “CeCe” Leung is a CPA, entrepreneur, and founder of Rich & Sassy Wealth Strategies, where she helps founders and executives navigate high stakes moments including exits, IPOs, and major financial transitions. With more than 20 years of experience spanning Big Four firms, investment banking, and CFO leadership roles, CeCe combines financial strategy with a human centered approach to help leaders build wealth, make smarter decisions, and create success that lasts beyond the business.



LinkedIn - https://www.linkedin.com/in/cscfo/ 



Website - https://richandsassy.com/ 


Key Timestamps:

[00:01] Intro & Show Overview


[02:58] CeCe’s Journey to Entrepreneurship


[07:06] Preparing a Business to Exit


[11:14] Post Deal Realities & Leverage


[14:06] Purpose, Identity & Philosophical Counseling


[21:13] Founder Mistakes & People Problems


[23:31] Knowing Your Value & Boundaries


[25:28] Rich and Sassy Vision & Close



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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?

With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.

You might be surprised by how much you can get for it:
https://flippa.com/exit

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In this episode of The Exit, host Steve McGarry sits down with sales growth expert Mike Huey, President of Scalable Sales Solutions, to unpack one of the biggest hidden risks that can derail a business sale: founder-led sales.

After spending 30 years in sales, scaling companies, and helping owners prepare for successful exits, Mike explains why buyers hesitate when revenue depends entirely on the owner and what founders can do to build a sales organization that actually transfers.

Mike shares tactical advice on when business owners should finally take off the “sales hat,” how to build a repeatable sales system, and the common mistakes entrepreneurs make when scaling their teams. From compensation plans and accountability metrics to CRM systems, AI automation, and relationship handoffs, this episode is packed with practical strategies for founders looking to increase enterprise value and make their business more attractive to buyers.

Whether you are preparing for an exit or trying to scale smarter, this conversation offers a roadmap to building a company that can thrive without you.

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Mike Huey is the President of Scalable Sales Solutions and a sales growth strategist with more than 30 years of experience in sales, sales leadership, and business scaling.

After helping companies prepare for acquisition, Mike became SIPA certified in exit planning and now works with founders to remove themselves from founder-led sales, build scalable systems, and increase business value ahead of an exit. He is also the author of Make Your Company Scalable and Saleable.

LinkedIn:
https://www.linkedin.com/in/mikehueysales/

Website:
https://www.scalablesalessolutions.com/

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Key Timestamps:

[00:01] Steve Introduces Mike Huey

[03:05] Mike Huey's Sales and Business Background

[04:16] The Importance of Transferable Sales Systems

[04:51] Steps to Make a Sales Org Transferable

[06:25] When to Transition Sales Responsibilities

[07:36] Implementing Effective Sales Systems and Playbooks

[08:44] The Role of Relationships in Business Transfer

[09:40] Gradual Handoff of Sales Accounts

[11:13] Common Mistakes in Sales Transition

[11:53] Mistakes Entrepreneurs Make in Sales Transition

[12:47] The Ego Trap in Sales Management

[13:45] Importance of Compensation Plans and Structure

[15:12] Restructuring Sales Teams for Growth

[16:23] Buy Side: Key Factors When Acquiring a Business

[17:35] Assessing Sales Team Accountability and Metrics

[18:45] Organizational Structure and Industry Fit

[21:31] Using CRM and AI to Increase Sales Efficiency

[25:16] Leveraging Data and Knowledge Sharing in Sales Teams

[25:44] Increasing Business Value Through Sales Systems

[27:52] Advice to Future Entrepreneurs and Business Owners

[29:46] About Mike Huey and Scalable Sales Solutions

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The Exit — Presented By Flippa

A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many.

To listen to the podcast or get daily listing updates:
flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?



With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.



You might be surprised by how much you can get for it: https://flippa.com/exit 




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In this episode of The Exit, Steve McGarry sits down with entrepreneur and personal finance expert Andrew Giancola to unpack what founders often overlook when preparing for an exit: their own financial foundation. From selling Christmas trees on the side of the road to building successful businesses in real estate and beyond, Andrew shares the lessons that shaped his entrepreneurial journey and why financial freedom became the driving force behind everything he built.

They dive into the costly mistakes founders make when partnerships are built on handshakes instead of structure, why systems and SOPs matter long before a sale, and what actually drives business valuation when it comes time to exit.




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Andrew Giancola is an entrepreneur, personal finance educator, and the founder of Master Money, a financial education platform dedicated to helping people build long term wealth and achieve financial freedom. He is the host of The Personal Finance Podcast, where he shares practical strategies on investing, budgeting, real estate, business growth, and wealth building for everyday people. After building multiple businesses across industries including real estate and entrepreneurship, Andrew turned his focus to financial education, with a mission to help others master their money through simple, actionable advice and systems that create lasting financial independence. 



LinkedIn - https://www.linkedin.com/in/andrew-giancola-45027b340/

Website - https://mastermoney.co/ 



Podcast - https://mastermoney.co/podcast/ 




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Key Timestamps:


[00:01] Steve’s Introduction of Andrew Giancola.



[03:13] Andrew’s Background and Early Business Ventures.



[04:17] The Christmas Tree Stand Side Hustle.



[06:01] Lessons From Real Estate and Early Exit Mistakes.



[06:30] Why Partnership Agreements Need to Be Clear Upfront.



[09:44] How to Prepare a Business for a Higher Valuation.



[10:06] Why Profitability Matters More Than Top Line Revenue.



[12:05] When Founders Should Start Preparing for an Exit.



[13:59] Building a Personal Financial Foundation Before Selling.



[16:01] Flippa Valuation Break.



[18:00] The 1-3-6 Method for Emergency Funds.



[19:14] Planning for Income Replacement After an Exit.



[20:03] The 4% Rule and Managing a Lump Sum.



[22:32] Real Estate as an Entrepreneur’s Long Term Wealth Strategy.



[23:44] Andrew’s Recent Pickleball Business Exit.



[26:28] Why Selling to a Partner Can Be a Smart Exit Path.



[28:30] What Andrew Would Tell Himself 10 Years Ago.



[30:07] Building Master Money and The Personal Finance Podcast.



[30:47] Where to Find Andrew Online.




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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Want a quick estimate of how much your business is worth?



With our free valuation calculator, answer a few questions about your business, and you’ll get an immediate estimate of the value of your business.



You might be surprised by how much you can get for it: https://flippa.com/exit 




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In this episode of The Exit, host Steve McGarry sits down with Oz Konar, founder of Business Lending Blueprint, to unpack the realities of business financing, access to capital, and how debt can either accelerate growth or quietly destroy a company. Oz shares his journey from arriving in the U.S. as part of an immigrant family facing bankruptcy to building one of the fastest growing business lending education companies in the country.


Steve and Oz dive into what makes a business truly fundable, why entrepreneurs should secure capital before they actually need it, and the critical mistakes operators make when using debt. They also explore how funding impacts valuation, what buyers should watch for during diligence, and why building business credit early can dramatically improve both financing options and exit potential. Whether you are preparing for an acquisition, scaling toward an exit, or simply trying to better understand how lenders think, this episode offers a tactical look at using capital to grow smarter.




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Oz Konar is the founder of Business Lending Blueprint, an Inc. 5000 recognized company that helps entrepreneurs and business loan brokers access funding and build successful lending businesses. After immigrating to the United States and experiencing firsthand the financial hardship of his family business’s bankruptcy, Oz built a career focused on financial literacy, alternative lending, and helping small business owners gain access to capital. Through Business Lending Blueprint, he has trained thousands of business loan brokers, built a nationwide lending network, and helped entrepreneurs better understand how to use financing to grow and scale their businesses.



LinkedIn - https://www.linkedin.com/in/oz-konar/ 



Website - https://businesslendingblueprint.com/ 



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Timestamps:



[00:01] Steve introduces Oz Konar and the conversation on business funding.



[04:36] Oz’s journey from family bankruptcy to business lending entrepreneur.



[06:40] How Business Lending Blueprint helps entrepreneurs and loan brokers.



[08:40] Why business owners should secure capital before they actually need it.



[10:16] How debt can impact business growth, valuation, and exit opportunities.



[12:26] What buyers should look for when evaluating debt during acquisitions.



[15:18] Common mistakes entrepreneurs make with financing and personal spending.



[18:31] Building lender relationships and avoiding one size fits all funding.



[21:23] Business credit vs. personal credit and why both matter.



[24:56] What makes a business fundable and how lenders assess risk.



[27:58] Using debt to grow through acquisition and scaling faster.



[28:32] What Oz would tell himself 10 years ago.



[28:51] The future of Business Lending Blueprint and AI powered lending tools.




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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/