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The Exit Plan Podcast

By: Dana Robinson and Nathaniel Broughton
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  • Summary

  • Exit Plan is a podcast for business owners and those who want to be business owners. I’m always in search of the lesser known stories of entrepreneurship. In the Exit Plan podcast, you’ll hear stories from start up to sale, and hear from the professionals who helped business owners achieve their exit. Hosted by me, author and private equity manager Dana Robinson, along with my co-hosts and guests, you’ll hear real stories, tips, and tools that will help you plan for the exit you want, whether you are still working a day job or already running a business. From their studio in sunny San Diego, the Opt Out Life welcomes guests who are solopreneurs, entrepreneurs, travelers, and creatives, who are proof that you can choose lifestyle over money . . . But still make money, too. Each episode of the Opt Out Life podcast combines the incredible entrepreneurial stories of our friends, with an instructional approach to applying the tactics people are using right now to earn passive income and travel the world. Our guests live non-traditional lives, without job titles, and often without jobs at all. They wear t-shirts and have no boss. They spend time doing what they want, traveling and earning substantial income in creative ways. We invite you to join the ranks of people who live the Opt Out Life.
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Episodes
  • Life Cycle of a Business (ft. Michael Frew)

    Life Cycle of a Business (ft. Michael Frew)
    Jul 16 2024
    Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations, including Lockheed Martin’s Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and FireEye/Mandiant. He received his B.S. and MBA in Business and Economics while studying in China, Hong Kong, and The Netherlands, as well as several post-graduate information security certifications. Following his corporate career, Michael pivoted to Acquisition Entrepreneurship, acquiring software/SaaS companies and using his boot-strapped funds to purchase multiple 6 and 7-figure businesses from brokers such as Empire Flippers, FE International, and Quiet Light Brokerage. Currently, Michael manages a growing 8-figure portfolio of cloud-based software companies, collectively generating a 7-figure pre-tax income annually. Michael’s insights on digital business acquisitions and operations have been featured in dozens of media outlets like FE International, Indie Hackers, and Empire Flippers.

    Key themes included:

    1. Business Lifecycle Understanding in SaaS

    2. Financial Literacy in M&A

    3. Small to Large Acquisition Journey

    4. Importance of CPA in Acquisitions

    5. Challenges in Accounting Reconciliation

    6. Seller-Buyer Relationship Importance

    7. Diverse Team for Scaling Businesses


    —

    Website: www.michaelfrew.com/

    Email: podcast@michaelfrew.net

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

    YouTube: https://www.youtube.com/@michaelfrew

    X: https://twitter.com/point_of_frew

    Instagram: https://www.instagram.com/point_of_frew/

    —

    Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

    Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

    Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

    —

    If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

    Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

    *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

    Thanks for tuning into this episode of Exit Plan!
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    58 mins
  • Pricing Strategies (ft. Mark Stiving)

    Pricing Strategies (ft. Mark Stiving)
    Jul 9 2024
    Joining us is Dr. Mark Stiving, a passionate advocate for empowering B2B organizations to win more business at higher prices by unlocking the secrets of their buyers’ minds. As a published author, beloved professor, and sought-after speaker, Mark shares invaluable insights on how to strategically price, package, and sell products based on the value they deliver. With a wealth of experience working with organizations of all sizes, he brings practical tools and simple concepts to help businesses understand the value they bring and get paid accordingly. Get ready for a conversation with actionable strategies for achieving better pricing and profitability.
    For over 25 years, Dr. Mark Stiving has been a guiding force for private equity firms and SMB organizations, unlocking the path to increased profits through strategic pricing, packaging, communication, and value-driven sales. Holding a Ph.D. in pricing from U.C. Berkeley, he authored
    three influential books: “Impact Pricing - Your Blueprint for Driving Profits,” “Win Keep Grow - How to Price and Package to Accelerate Your Subscription Business,” and “Selling Value - How to Win More Deals at Higher Prices.”
    Mark’s diverse career spans pricing, marketing, product management, and private equity dynamics, offering a unique perspective for companies of all sizes and stages. His deep knowledge of buyer behavior informs his understanding, empowering businesses across industries to deliver invincible profits. With a wealth of experience, Mark continues to assist organizations in comprehending their value propositions and securing equitable compensation through practical tools and concepts.

    Key themes included:

    1. Articulating customer value and pricing.

    2. Solving customer problems effectively.

    3. Value table exercise components.

    4. Price segmentation and strategies.

    5. Market segmentation understanding.

    6. Raising prices with confidence.

    7. "Will I" decision importance.


    —

    Website: www.impactpricing.com/

    Email: mark@impactpricing.com/

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

    YouTube: https://www.youtube.com/channel/UCKnZPFHa_GIDSKlHv_jdYgQ

    Podcast: https://podcasts.apple.com/us/podcast/impact-pricing/id1449435549

    Blog: https://impactpricing.com/blog/

    —

    Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

    Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

    Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

    —

    If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

    Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

    *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

    Thanks for tuning into this episode of Exit Plan!
    Show more Show less
    59 mins
  • Mergers and Acquisitions (ft. Jonathan Baker)

    Mergers and Acquisitions (ft. Jonathan Baker)
    Jul 2 2024

    Jonathan Baker heads up the M&A practice at Punctuation, a small advisory practice working exclusively with small to mid-sized independent marketing services firms. He has worked on dozens of deals both inside and outside the industry and brings a unique perspective as a fellow owner who has gone through the process himself.

    He graduated from Emory University's Goizueta Business School in 2005. His career began at a small boutique marketing strategy consultancy. There, he was able to do marketing strategy and positioning work for many well-known Fortune 500 CPG companies.

    In 2011, he left to start a craft brewery, Monday Night Brewing, where his focus was on marketing, sales, and taprooms. After helping his business partners grow to 180+ employees and numerous locations, Jonathan stepped away from the day-to-day to head up the M&A practice at Punctuation.

    Key themes included:

    1. Importance of firm positioning and expertise

    2. Recurring revenue for business stability

    3. Business development processes and financial expertise

    4. Emotional toll of M&A process

    5. Early preparation for business sale

    6. Role of intermediaries in M&A

    7. Transparent and fair negotiation strategies


    —

    Website: www.puntuation.com/

    Email: jonathan@punctuation.com

    On LinkedIn: www.linkedin.com/jonathandavidbaker/

    —

    Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

    Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

    Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

    —

    If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

    Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

    *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

    Thanks for tuning into this episode of Exit Plan!
    Show more Show less
    58 mins
Leadership Career Success Economics
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