The Exit Plan Podcast

By: Dana Robinson and Nathaniel Broughton
  • 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
  • Avoiding Burnout (ft. Eric Miller)
    Sep 3 2024

    Eric Miller understands the complex emotions tied to wealth creation and management, especially for those in service-based businesses. His empathetic approach acknowledges the guilt and shame that can hinder financial success and the importance of overcoming these barriers for growth and sustainability.

    By guiding business owners to make deliberate financial decisions, he helps them build and preserve their wealth effectively. Eric's strategies emphasize proper compensation, investment in growth, and avoiding burnout, ensuring business owners thrive both emotionally and financially.


    "There comes a point, I think, in any business where you got to make a decision, am I going to treat this thing as something that has the ability to expand in value? ... because in this universe, you are never going sideways, either going up or you're going down."

    Key themes included:

        • Guilt and Shame in Wealth

        • Decision-Making and Financial Impact

        • Business Growth and Expansion

        • Burnout Challenges and Prevention

        • Business Exit Strategy and Preparation

        • Proper Owner Compensation and Wealth Management

        • Investment Caution Post-Business Sale


    Website: https://econologicsfinancialadvisors.com/

    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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    48 mins
  • Active to Passive Investing (ft. Spencer Hilligoss)
    Aug 27 2024

    Spencer Hilligoss is the CEO of Madison Investing - a real estate investment club with bespoke, curated real estate deals. Spencer founded Madison Investing with a singular mission: to help busy, successful professionals invest passively and secure their most valuable asset of all: Time.

    By partnering with in-market, vetted operators, Madison Investing has $2.3B in acquisitions, with over 20,000 units. Investors now have access to cash-flowing private real estate syndications and funds, allowing them to enjoy passive returns as these businesses thrive.

    Before starting Madison Investing, Spencer was what some consider a “corporate junkie”, growing operations and sales teams in 5 high growth Fintech companies, over the span of 13 years. In 2019, five months before the pandemic, Spencer broke free from the golden handcuffs to give full focus on serving his investment group and growing Madison Investing. Now, as a full-time investor and entrepreneur, he can spend more time with his family and hone his skills on the electric guitar. He is a registered member of FINRA and a member of the Forbes 2022 Real Estate Council.


    "It takes a team of people and immense amounts of capital to go and buy these big buildings, improve them, and hold them for long periods of time at a profit."

    Key themes included:

      1. Investment Goals

        • Consistent income vs. capital growth

      2. Networking

        • Building long-term relationships

      3. Real Estate Strategies

        • Acquiring and managing properties

      4. Financial Benefits

        • Property improvements and exits

      5. Market Timing

        • Impact on investment outcomes

      6. Due Diligence

        • Vetting teams and deals

      7. Passion and Transition

        • From tech to real estate


    Website: http://www.madisoninvesting.com/

    Email: spencer@madisoninvesting.com

    Phone: 415.290.0328

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

    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
    55 mins
  • NFT Strategizing (ft. Ryan Duffy)
    Aug 20 2024

    Ryan Duffy is a seasoned entrepreneur who effortlessly leverages his extensive background in Hollywood and tech to drive innovation. He started with a small team at Vidme, ultimately cultivating a company philosophy that prioritized careful, methodical growth.

    Through numerous ventures, including pioneering an early NFT platform and founding the audio course platform Knowable, Ryan has faced and overcome countless challenges. Now at Medium, he continues to draw from his rich experience to navigate the creator economy with his latest venture, Stack.


    "One of the hardest things I've ever had to do professionally...trying to explain what an NFT is. And if you think about it, it's like, it's digital, but, like, you own it."

    Key themes included:

    1. Early NFT Platform Struggles

    2. Knowable's Audio Course Challenges

    3. Pandemic's Impact on E-learning

    4. Vidme's Monetization and Infrastructure Issues

    5. Transition to Medium

    6. Leveraging Career Skills and Experience

    7. New Venture Focused on Creator Economy


    Website: www.duffy.work

    Contact: https://duffy.work/contact-form

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

    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
    57 mins

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