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Leave My Business Well

Leave My Business Well

By: Jennifer Moffatt
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Join Derek Moffatt as he discusses the many ways to exit a business, pitfalls that can occur with various exit pathways, and strategies for protecting the owner and business in case of emergencies. Derek will also share investment ideas and financial planning strategies geared toward business owners and their families.

Copyright 2024 All rights reserved. Economics Leadership Management & Leadership Personal Finance
Episodes
  • Passive Ownership

    Passive Ownership
    Apr 21 2026

    In this episode we discuss preparing to take a passive ownership role at your business.

    I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

    Learn more:

    https://www.moffattfinancialstrategies.com
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    18 mins
  • Preparing Your Business to go Public

    Preparing Your Business to go Public
    Mar 24 2026

    In this video we discuss preparing your business for an IPO event, or going public.

    I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

    Learn more: https://www.moffattfinancialstrategies.com
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    12 mins
  • Selling to a Third Party

    Selling to a Third Party
    Mar 6 2026

    In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a third party.

    Learn more:

    https://www.moffattfinancialstrategies.com
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    19 mins
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