In this episode we are joined by Andrea Steinbrenner to discuss the process of planning for a sale and executing the ideal sale for a business owner.

Andrea is the CEO at Exit Consulting Group, which provides consulting and brokerage services for businesses and owners preparing for and executing a sale or similar change in ownership. She shares how he partners with business owners to define success, develop specific goals, and establish a plan of action to achieve them. An experienced executive who has worked across a multitude of industries, Andrea’s objective is to leave businesses better than she finds them and works to provide clients with their best possible outcome. Andrea’s win is seeing people succeed and helping them find the best way to reach their goals.

Andrea emphasizes the importance of clear communication by listening to the wants, needs, goals, and priorities of each client before collaborating. She works with staff to find solutions that best meet their goals and maintain the company’s culture and values. Andrea describes the structure of a company as a rainforest. The executives and senior staff are in the canopy and see the over-arching “big picture” while there may be organized chaos on the ground.

Andrea worked her way up the managerial ladder in the retail industry. She earned a bachelor’s in accounting. She then worked for TGG Accounting, a mid-sized, outsourced accounting firm, and became a fractional CFO working in several industries, including construction, manufacturing, retail, professional services, financial services, cannabis, hospitality, franchises, and e-commerce sectors, among others. Deciding to take her career in a slightly different direction, after receiving an EMBA, Andrea started Canopy Consulting, a business consulting firm. She was referred to Exit Consulting Group (ECG) as a consultant in 2019, became COO in July 2020, and CEO in October 2022.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.

In this episode, Tyson Ray and I discuss exit planning for business owners, marrying business owners’ sale with their other financial planning. Tyson is a founding partner of FORM and a financial advisor with over 25 years of experience guiding clients through life's events. 

Tyson is the author of Total Relationship, a book to help financial advisors fully understand their clients’ needs. Tyson shares client experiences, and describes the elements of the Total Relationship, being their Life Plan, Wealth Plan, and Care Plan. Tyson emphasizes the need for early planning, succession grooming, and acquiring life insurance at a young age.

Tyson received his Certification in Business Exit Planning to better support entrepreneurs and business owners in selling their business. He strives to help other business owners assess their future and business so they can monetize their life's work to enjoy a retirement they have worked hard to build.

Tyson has obtained his CERTIFIED FINANCIAL PLANNER™ Certification and his Certified Investment Management Analyst® Certification to apply knowledge with expertise to help make life better for his clients. He is passionate about having a complete with his clients and wants to help positively impact the financial industry.

Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc.  FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice. Form Wealth Advisors is located at 431 Geneva National Ave S, Lake Geneva, WI 53147; 262-686-3005. 

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.

Forever upholding the Sigma Chi Jordan Standard, Chris Pflueger graduated the University of Florida (Gamma Theta chapter) with a degree in Economics, then earned an MBA at USF in Finance and Management Information Systems.

With over 25 years of experience in sales leadership, sales management, and executive planning in franchising and related industries. Chris Pflueger is a Certified Franchise Executive and a proven leader: 

• Established a national expansion plan for We Insure and grew the franchise footprint into 33 states in 2 years with over 200 units.

• Produced 200% of goal within 1-year, exceeding industry growth rate and establishing RE/MAX as the global leader.

• Promoted 7 times in 9 years, advancing from Sr. Business Development Consultant to Vice President of 2 organizations within the RE/MAX umbrella.

• Created and rolled out a whole new brand, developing a marketing and sales plan and leading a successful market launch (over 100 units sold in the first two years).

• Exceeded franchise sales goals for 5 straight years (over 975 franchise units sold)

• Designed & rolled out a new web-based delivery platform in under $9M.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.