Tommy Vincent is a dynamic entrepreneur with a rich background in sales, technology, and mental health businesses. Passionate about finance, his latest venture, Hub Analytics, focuses on automating repetitive accounting tasks and enhancing financial management for small businesses.

By prioritizing customer feedback and maintaining a lean approach, Tommy aims to guide entrepreneurs in exit planning and achieving their financial goals. His journey from successful exits to innovative startups underscores the high-risk, high-reward nature of entrepreneurship, inspiring others with his commitment to long-term success.

Key themes included:

1. Customer-Centric Approach

2. Entrepreneurship Journey and Insights

3. Financial Reporting and Accuracy

4. Importance of Strong Networks

5. Long-term Success Planning

6. Automating Accounting Tasks with AI

7. Exit Planning and Succession

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Website: https://hub-analytics.com/

Email: tommy.vincent@hub-analytics.com

LinkedIn: https://www.linkedin.com/company/hub-analytics-software/?viewAsMember=true

Facebook: https://www.facebook.com/profile.php?id=61554597001535

Instagram: https://www.instagram.com/hub.analytics/

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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

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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!

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

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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/

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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!

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.

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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/

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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!

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

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Website: www.puntuation.com/

Email: jonathan@punctuation.com

On LinkedIn: www.linkedin.com/jonathandavidbaker/

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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!

Jenna Biancavilla is an award-winning entrepreneur, wealth advisor, and captivating public speaker whose life mission is to positively impact others. As the Founder and CEO of Pearl Capital Management, a holistic, fee-only fiduciary financial planning firm, she advises on over $180 Million of assets under management.

At the core of her work, Jenna is relentless in supporting, educating, and uncompromisingly helping every client align their use of capital with their personal goals and philanthropic values. Jenna also leads the Arcadia Team of Geneva Financial, a home loan company, showcasing her versatility and expertise in different facets of the financial industry. In her newest venture, Svvy, co-founded by her and her sister, Jenna aims to revolutionize the financial services industry by creating a platform that weeds out predatory salespeople and protects women and their wealth.

Jenna Biancavilla’s story is a testament to the impact one individual can make in the financial world and beyond. Her dedication to her clients, her advocacy for women’s financial empowerment, and her philanthropic endeavors exemplify her as a true force for positive change. Through her expertise, passion, and commitment, Jenna continues to leave a lasting mark, uplifting lives and creating a more equitable and prosperous future for all.

Key themes included:

1. Exit Planning: Early Preparation Importance

2. Professional Advice: 6-12 Months Prior

3. Financial Diversification: Securing Personal Finances

4. Identity Separation: Business vs. Personal

5. Imposter Syndrome: Growth and Overcoming

6. Advanced Financial Literacy Course

7. Tax Planning: Proactive Strategies

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Website: www.pearlcapitalmanagement.com or www.besvvy.com

On LinkedIn: www.linkedin.com/in/jennabiancavilla/

On Instagram: www.instagram.com/jennabiancavilla/

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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!

Phillip Cooper has nearly three decades of experience in investment banking, commercial banking, and corporate leadership. He has worked with clients in the industrial, manufacturing, business services, oil and gas, restaurants, communications, transportation/airline, consumer/retail, and aerospace and defense sectors.

He's seen market fluctuations impact deal volumes and business valuations and knows how to prepare owners for smooth transitions and successful sales. Through his work at Palm Tree LLC, Phillip specializes in providing sell-side M&A services, debt proposals, and consulting, emphasizing transparency and reliability at every step.

"You should run your business from day one, like, you're going to sell it the next day."

Key themes included:

1. Business Valuation and Market Impact

2. Challenges of Failed Deals

3. Financial Reporting and Due Diligence

4. Importance of Trust in Transactions

5. Deal Structure and Valuation Gaps

6. Seller Preparedness and Exit Planning

7. Role of Investment Bankers

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Website: www.palmtreellc.com

On LinkedIn: https://www.linkedin.com/in/phillip-cooper-43a1908/

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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!

Jason Somerville is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is the Founding Partner of GW Partners.

"I want to let the next owner do that. And I'm happy to kind of, we'll say, leave meat on that bone effectively for that new owner to go and do that."

Key themes included:

1. Market Understanding and Strategy

2. Importance of Mentorship

3. Benefits of Franchise Models

4. Strategic Partnerships and Joint Ventures

5. Financial Efficiency and Growth

6. Utilizing SaaS and ERP Technologies

7. Preparing Business for Exit Strategies

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Website: www.gw.partners/

On LinkedIn: https://www.linkedin.com/in/jason-somerville-7273b71a/

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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!

Alex Prasad emphasizes the importance of enjoying conversations and forming relationships in business dealings. He believes that genuine interactions, like asking about someone's holiday or family, pave the way for deeper connections.

Through these conversations, Alex finds numerous opportunities to help people, connect them with others, and share his opinions in an organic manner. This approach not only facilitates business discussions but also nurtures lasting professional relationships.

"I stepped off the moving walkway without a plan. Didn't go well, by the way, but I took a risk, and I saved at least something, so that wasn't devastating."

Key themes included:

1. Importance of business relationships

2. Selecting the right attorney

3. Entrepreneurship by acquisition benefits

4. Risks and communication in deals

5. Aligning incentives in transactions

6. Practical experience in legal practice

7. Emphasizing leverage over technical skills

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Alex's Email: Aprasadagislaw.com

On LinkedIn: https://www.linkedin.com/in/alexprasad/

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

Follow Dana on Instagram: @danarobinsonofficial

Subscribe to Dana’s weekly newsletter at 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!