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Generational Success: Navigating Business Transitions and Entrepreneurship

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Adam Underwood 11/13/23 Adam Underwood 11/13/23

Exiting from a Professional Services Business with David Shealy, CPA, CGMA(Ep. 21)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Capitaliz Insights - Joe Scheid

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Rick Scruggs Describes how ValuCompass has Helped his Team

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Capitaliz Insights - Tommy Battle

Adam Underwood 9/7/23 Adam Underwood 9/7/23

A Journey of Acquiring, Growing, and Exiting a Business with Craig Kohrs, Founding Partner of Velocity Capital Partners (Ep. 20)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Revolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

From Leading a Company to Mentoring Others with Brian Gale (Ep. 17)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity (Ep. 16)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Leveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services (Ep. 15)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Empowering Business Owners for Success with Bob Hothem, President of The Alternative Board – Miami Valley, Ohio (Ep. 14)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

How to Structure the Exit From Your Business From a Legal Perspective with J. Douglas Drushal, Esq, Critchfield, Critchfield & Johnston (Ep. 13)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Visualizing Your Financial Possibilities with Adam Holt, CEO of Asset-Map (Ep. 12)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Treating Your Business as an Asset with Chuck Richards, CEO of ValuCompass (Ep. 11)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Tilling the Soil for Growth with Jerry Schill, CEO of Schill Grounds Management (Ep. 10)

Adam Underwood 9/7/23 Adam Underwood 9/7/23

Masters Special! Planning for the “Back 9” of Your Business with Rodney Davis, Owner of River Greens South G.C. (Ep. 9)

Adam Underwood 9/6/23 Adam Underwood 9/6/23

Is an ESOP the Correct Exit Strategy for Your Business? With Kevin Vonderau and Dan Bender(Ep. 8)

Adam Underwood 9/6/23 Adam Underwood 9/6/23

Trapped in the Family Business with Dr. Michael Klein(Ep. 7)

Adam Underwood 9/6/23 Adam Underwood 9/6/23

Your Journey through “No Man’s Land” with Doug Tatum, Chairman & CEO of Newport, LLC (Ep. 6)

Adam Underwood 9/6/23 Adam Underwood 9/6/23

The Stages, Elements & Factors of a ‘Successful Exit’ (Ep. 5)

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Generational Success: Navigating Business Transitions and Entrepreneurship

Exiting from a Professional Services Business with David Shealy, CPA, CGMA(Ep. 21)

Capitaliz Insights - Joe Scheid

Rick Scruggs Describes how ValuCompass has Helped his Team

Capitaliz Insights - Tommy Battle

A Journey of Acquiring, Growing, and Exiting a Business with Craig Kohrs, Founding Partner of Velocity Capital Partners (Ep. 20)

Revolutionizing Financial Modeling for Business Owners with Edmond Walters, CEO of VillanovaTech & Founder of E-Money (Ep. 19)

More Than Just A Carpenter – Building A Great Family Business with Nate Sublett, President/Owner of Benchmark Craftsmen, Inc. (Ep. 18)

From Leading a Company to Mentoring Others with Brian Gale (Ep. 17)

What’s the Value of Your Business? with Michael Carter, Founder and CEO of BizEquity (Ep. 16)

Leveraging ESOPs in Exit Planning with Kelly O. Finnell, CEO of Executive Financial Services (Ep. 15)

Empowering Business Owners for Success with Bob Hothem, President of The Alternative Board – Miami Valley, Ohio (Ep. 14)

How to Structure the Exit From Your Business From a Legal Perspective with J. Douglas Drushal, Esq, Critchfield, Critchfield & Johnston (Ep. 13)

Visualizing Your Financial Possibilities with Adam Holt, CEO of Asset-Map (Ep. 12)

Treating Your Business as an Asset with Chuck Richards, CEO of ValuCompass (Ep. 11)

Tilling the Soil for Growth with Jerry Schill, CEO of Schill Grounds Management (Ep. 10)

Masters Special! Planning for the “Back 9” of Your Business with Rodney Davis, Owner of River Greens South G.C. (Ep. 9)

Is an ESOP the Correct Exit Strategy for Your Business? With Kevin Vonderau and Dan Bender(Ep. 8)

Trapped in the Family Business with Dr. Michael Klein(Ep. 7)

Your Journey through “No Man’s Land” with Doug Tatum, Chairman & CEO of Newport, LLC (Ep. 6)

The Stages, Elements & Factors of a ‘Successful Exit’ (Ep. 5)

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