Lisa Forrest with Live Oak Bank is a regular guest. Given there were only a few, but extremely important, changes in the latest SOP she shares:

• Tips to buyers when dealing with a bank (FYI, don't just throw a CIM or financial statements at them and ask how much they'll lend)
• Buyers need to look at more than the financial statements, i.e., the non-financial factors
• Buyer mistakes
• Things sellers can do make it easier to fund (and get more)

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Jim Stevenson offers a lot and discusses it here. He helps people with:

• Fundraising
• M&A - know your objectives and be flexible
• Strategy
• Transformation (restructuring, growth, getting ready to exit)

We discuss mistakes owners make and how he helps fix them. He's also affiliated with Medimusic, a company using imbedded music to help dementia patients and those in pain.

You can reach Jim at https://www.bletchleygroup.com/

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Mitch Francis is truly a visionary. He shares how he sees opportunity where others don't.

This has allowed him to take companies from startup to going public. He is also an inventor with seven patents.

Listen as he discusses overcoming roadblocks and successfully solving problems.

He is the author of Bad-Ass Solutions, a non-partisan primer on solving major problems.

You can reach Mitch via https://bad-asssolutions.com/

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

On this episode of "The Exit Plan" John discusses the Seven Key Factors to Increase Value and a lot more about Exiting With Style, Grace, and More Money.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

After a career with Deloitte and Booz Allen La Tanya Roberts went solo as a fractional COO.

She not only helps business owners on operational matters she helps them use AI to scale.

Listen as she also shares three mistakes many owners make, which keep them from growing.

You can reach La Tonya at www.harmonyconsultinggroup.org

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Adam Koos is the founder of Libertas Wealth Management Group and Elevate and Exit, which helps owners build a 12-step transition plan.

Given studies show:

1. 80% of a majority of business owners wealth is the value of their business and,
2. 80% of businesses don't sell (FYI, this is not true for mature, profitable, and fairly priced businesses).
3. Any increase in profits and the multiple will aid in selling the company.

Adam's advice includes don't procrastinate on getting informed and educated, involve family, and start a plan.

You can see more about and reach Adam at https://www.libertaswealth.com/ and/or https://www.elevateandexit.com/.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

John discusses increasing value, selling a business, and it's all centered around the importance of the business' people.

Why founders need to rely on others, the best use of great employees, why relationships rule, and more.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Ken Rusk is the founder and president of Rusk Industries, which owns and runs multiple construction companies with over 200 employees.

Ken shares his thoughts on business and leadership including how a true owner needs to be a visionary, working in clouds not the trenches.

To build value, and you've surely heard this before, he says to get as unnecessary to the business as possible. In other words, delegate and let others do more work.

Ken is the author of Blue Collar Cash and it's accompanied course, The Path to a Successful Life.

He is also the founder of the Comfort Peace Freedom Foundation. They offer scholarships to people seeking to learn a skill or trade not requiring a four year degree. Their most recent honoree did a course in cybersecurity and immediately got a job.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903