Exit Planner

Matt Coyne, founder of Brandywine M&A and Formation LLC, shares 25 years of lessons from advising privately held business owners through exits and why most leave millions on the table.

Ral West built Hawaiian Vacations from a leased jet into an eight-figure business sold to Alaska Airlines. Now she teaches entrepreneurs the six principles that let her walk away.

Greg Light of Bodmer Price and Light has completed 2,000+ valuations. His edge: cash flow and risk, impeccable client service, and an overtime model nobody else uses.

Kyle McCord of Max Value Advisors helps lower middle market business owners scale, acquire, and exit — built on 15 years of watching private equity outleverage owner operators at the table.

Jeff Church co-founded Suja Juice and sold it for $300M. Now he coaches CPG founders, built a custom AI tool, and just launched Proto protein soda at Sprouts nationwide.

Peter Holton of Caber Hill Advisors shares how blue collar roots, a decade at Rose Paving, and surviving a brain aneurysm shaped a different kind of M&A advisor in the facility services industry.

Patricia Malone of Enhance C-suite has added $150M in enterprise value for clients using lean, strategic capacity theory, and 35 years of financial leadership across defense and manufacturing.

Michael Stier sold a $13B fintech platform and learned what most founders find out too late. Now he helps Carolinas business owners build companies worth buying at Focus CFO.

Jim Bates of Jackim Woods shares how tennis, two recessions, and a series of happy accidents led him to co-found the Exit Planning Institute and build a boutique M&A firm.

Emily Stubbs of Visibility CFO shares how two failed partnerships and buying a cleaning company shaped her firm’s mission: helping founders under $40M sell with confidence.

Tina Dao, founder of Liberated Leaders, shares lessons from Navy service, Fitbit, Walmart, and a seven-year reinvention to help privately owned businesses scale, compete, and exit on their terms.

Ross Joel of Exit Clarity shares 30 years building BroadcastMed, four failed sale attempts, a closing-day collapse, and the platform he built so others don't repeat his mistakes.