Together, they unpack the often-ignored realities of post-exit life—identity loss, health decline, strained relationships, and the myth that money alone creates fulfillment. The conversation also introduces the thinking behind the Exit Ready Summit, a boardroom-style experience designed to help founders prepare not just financially, but personally, relationally, and purposefully for life beyond the business.

[00:00 – 07:00] | The Question Founders Avoid

• Most founders ask when to exit, not who they’ll be afterExits are transformational portals, not just transactions

• Identity loss is the biggest blind spot in exit planning

[07:01 – 14:00] | Why Health Is the First Domino

• Burnout is often a biological warning, not a mindset failure

• Chronic stress erodes decision-making long before exits occur

• Founders often sacrifice sleep, recovery, and relationships to “push through”
  

[14:01 – 21:00] | The Myth That Money Fixes Everything

• Financial readiness does not replace identity or purposeWealth without structure can magnify loneliness and confusion

• Time and talent atrophy without intentional direction
  

[21:01 – 28:00] | The Identity Vacuum After the Exit

• Many founders experience cognitive fog and loss of relevance

• Structure disappears overnight, leaving emotional free-fall

• Divorce and relationship breakdowns often spike post-exit

[28:01 – 35:00] | Why Purpose Cannot Be an Afterthought

• Exiting from a business is not the same as exiting to something meaningful

• Lack of purpose leads to isolation, depression, and disengagement

• Relationships that once defined daily life often disappear post-exit

[35:01 – 42:00] | Who the Exit Ready Summit Is—and Is Not—For

• Designed for founders who want clarity, not just liquidity

• Not for those unwilling to be vulnerable or self-reflective

• Small, boardroom setting enables real conversations

Key Quotes

“Relevance is one of the first things founders quietly grieve after they exit.” - Dr. Michelle Fritsch

Burnout is not a mindset problem. It’s often a biological warning sign.” - Dr. Michelle Fritsch

Connect with Dr. Fritsch!Website: properlyourwellness.comLinkedIn: linkedin.com/in/michellefritsch

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Exit Ready! A Private Boardroom Experience for Business Owners Preparing to Exit Without Regret! 👉 https://exitreadysummit.com/

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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This conversation explores connection over control, purpose over performance, and why having the right tools, mentors, and inner clarity can change everything about what comes next.

[00:00 – 07:30] The Unexpected Exit

• Jennifer never planned to build or sell a company, yet received an unsolicited acquisition offerReputation, relationships, and alignment created opportunity without pursuit

• Exit success came from service, not strategy alone
  

[07:31 – 15:45] Failure, Alignment, and Starting Again

• Jennifer’s first business failed despite prior corporate success

• Leaving misaligned environments created space for clarity and growth

• Alignment means understanding values, motivations, and purpose
  

[15:46 – 25:10] Purpose, Connection, and the Golden Triangle

• Purpose is deeply personal and uniquely defined by each individual

• Connection to self enables meaningful connection to others

• Clarity allows opportunities to come to you rather than being chased
  

[25:11 – 34:40] Mentorship, Humility, and the Tool Belt

• Jennifer credits long-term mentors for her personal evolution

• Early resistance to coaching nearly limited her growthTools matter more than talent when navigating leadership and life
  

[34:41 – 44:20] Life After the Exit

• Jennifer transitioned out earlier than expected due to unforeseen leadership changes

• Identity separation from the company felt seamless, not painfulLetting go created space for new, creative, and spiritual opportunities
  

[44:21 – 52:30] Living Beyond Fear, Time, and Limitation

• Perspective determines whether experiences feel hard or effortless

• Fear becomes a teacher when examined instead of avoided

• Removing judgment opens a deeper connection and understanding

Key Quotes 

“Success didn’t come from chasing the exit. It came from alignment.” – Jennifer K. Hill

“Purpose isn’t out there. It’s already inside you, waiting to be remembered.” – Jennifer K. Hill

Connect with Jennifer!Website:https://jenniferkhill.com/

Website: https://jenhilltribe.com/

Website: https://ctct.me/metabizics/meaningful-morning-mantras/

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Exit Ready! A Private Boardroom Experience for Business Owners Preparing to Exit Without Regret! 👉 https://exitreadysummit.com/

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

Leave a Review + Help Others Achieve a Great Legacy

If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.

Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!

Learn more about your ad choices. Visit megaphone.fm/adchoices

Together, they unpack the often-ignored realities of post-exit life—identity loss, health decline, strained relationships, and the myth that money alone creates fulfillment. The conversation also introduces the thinking behind the Exit Ready Summit, a boardroom-style experience designed to help founders prepare not just financially, but personally, relationally, and purposefully for life beyond the business.

[00:00 – 07:00] | The Question Founders Avoid

• Most founders ask when to exit, not who they’ll be afterExits are transformational portals, not just transactions

• Identity loss is the biggest blind spot in exit planning

[07:01 – 14:00] | Why Health Is the First Domino

• Burnout is often a biological warning, not a mindset failure

• Chronic stress erodes decision-making long before exits occur

• Founders often sacrifice sleep, recovery, and relationships to “push through”
  

[14:01 – 21:00] | The Myth That Money Fixes Everything

• Financial readiness does not replace identity or purposeWealth without structure can magnify loneliness and confusion

• Time and talent atrophy without intentional direction
  

[21:01 – 28:00] | The Identity Vacuum After the Exit

• Many founders experience cognitive fog and loss of relevance

• Structure disappears overnight, leaving emotional free-fall

• Divorce and relationship breakdowns often spike post-exit

[28:01 – 35:00] | Why Purpose Cannot Be an Afterthought

• Exiting from a business is not the same as exiting to something meaningful

• Lack of purpose leads to isolation, depression, and disengagement

• Relationships that once defined daily life often disappear post-exit

[35:01 – 42:00] | Who the Exit Ready Summit Is—and Is Not—For

• Designed for founders who want clarity, not just liquidity

• Not for those unwilling to be vulnerable or self-reflective

• Small, boardroom setting enables real conversations

Key Quotes

“Relevance is one of the first things founders quietly grieve after they exit.” - Dr. Michelle Fritsch

Burnout is not a mindset problem. It’s often a biological warning sign.” - Dr. Michelle Fritsch

Connect with Dr. Fritsch!Website: properlyourwellness.comLinkedIn: linkedin.com/in/michellefritsch

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Exit Ready! A Private Boardroom Experience for Business Owners Preparing to Exit Without Regret! 👉 https://exitreadysummit.com/

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

Leave a Review + Help Others Achieve a Great Legacy

If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.

Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!

Learn more about your ad choices. Visit megaphone.fm/adchoices

You’ll hear real-world horror stories, surprising valuation math, and a powerful framework for turning real estate from a liability into a strategic wealth-building lever before an exit ever hits the market.

[00:00 – 07:00] From Engineering to Exit Clarity

• Jason shares his early career as a civil engineer and his first successful business exit

• Why one exit worked and another failed despite strong income

• The difference between owning a “job” and building a sellable enterprise
  

[07:01 – 15:00] Why Exits Fail Even When the Business Looks Strong

• Most exits fail due to lack of clarity, not lack of revenue

• Why a liquidity event rarely changes how people think about life

• The danger of exiting without a clear “what’s next”
  

[15:01 – 24:00] Brokerage vs Advisory: A Critical Distinction

• The difference between business brokerage and real estate brokerage

• Why advisory work starts long before any transaction

• How advisors miss value when real estate is treated as an afterthought
  

[24:01 – 33:00] The Real Estate Horror Story Every Founder Should Hear

• A real example where a multimillion-dollar business became unsellable

• How month-to-month leases can destroy buyer confidence

• Why M&A advisors often overlook real estate risk until it’s too late
  

[33:01 – 42:00] OpCo, PropCo, and the Valuation Blind Spot

• Why operating companies and real estate must be separate entities

• How under-market rent inflates EBITDA but reduces real exit value

• The hidden cap-rate advantage of moving value into real estate
  

[42:01 – 52:00] Turning Real Estate into Optionality, Not Risk

• How paying market rent can increase total enterprise value

• Why real estate is often more valuable than the business itself

• The power of optionality when exits are structured correctly

Key Quotes:

“Real estate is often valued at a higher multiple than the business, yet it’s treated like an afterthought.” - Jason Bush

 “Most founders don’t realize they have two businesses to exit: the operating company and the real estate.” - Jason Bush

Connect with Jason!Website https://www.ltpcommercial.com/brokers/jason-bush/

LinkedIn: https://www.linkedin.com/in/jason-bush-value-advisor/

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

Leave a Review + Help Others Achieve a Great Legacy

If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.

Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!

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Many founders believe the exit is the finish line, but what happens after the deal closes often reveals a deeper challenge. In this solo episode, Jerome Myers explores why so many exited founders unknowingly rebuild the very businesses and lifestyles they were desperate to escape. He introduces the concept of the “ghost business” and explains how unprocessed identity loss, fear, and unresolved trauma quietly pull founders back into familiar patterns of overwork and self-imposed prisons. 

Through powerful metaphors, real-world observations, and reflective questions, Jerome reframes the exit as a starting line rather than an ending. He offers a path toward clarity, freedom, and intentional post-exit living.

[00:00 – 03:15] The Ghost Business That Follows Every Founder

• Many founders rebuild businesses not from purpose, but from discomfort with stillness

• The post-exit “next thing” often exists to avoid more profound identity questions

• Fulfillment is mistaken for activity, leading to busy work instead of meaningful work
  

[03:16 – 06:45] When Identity Is Tied to Output

• Founders often define their worth by productivity and problem solving

• Silence after exit can feel like irrelevance rather than freedom

• Losing daily validation creates anxiety and self-doubt
  

[06:46 – 09:40] Free Time Can Become a Prison

• Most founders have never truly experienced rest

• If time is not intentionally allocated, it becomes overwhelming

• Avoiding what matters most is often disguised as dedication to work
  

[09:41 – 12:55] Trauma, Motivation, and the Ghost of the Past

• Unprocessed exits function like unresolved trauma

• Motivation driven by fear replaces inspiration driven by purpose

• Founders recreate old patterns even when circumstances have changed
  

[12:56 – 15:40] The Signs You Never Really Exited

• New ventures feel emotionally and operationally familiar

• The same stress loops and overcommitment reappear

• A liquidity event without inner change is just a relocation of the prison
  

[15:41 – 20:00] Exiting To Something, Not Just From Something

• True post-exit success requires a clear North Star

• Freedom without direction creates drift, not peace

• The exit is the starting line for identity rebirth, not the end

Key Quotes“Motivation runs when fear is chasing you. Inspiration runs because you chose the destination.” - Jerome Myers“Most founders don’t rebuild businesses because they need money. They rebuild them because they don’t know who they are without one.” - Jerome Myers

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!

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He reveals the psychological sequence that unfolds after the deal closes, the hidden shame founders rarely admit, and a new definition of a successful exit that goes far beyond valuation. If you are building toward a liquidity event or still unraveling after one, this episode will give you clarity, language, and next steps to regain meaning, coherence, and direction. 

[00:00 – 03:10] The Myth of Automatic Post-Exit Happiness

• Founders often assume money will solve everything, but joy after a liquidity event is short-lived

• Adaptation to newfound wealth happens quickly, leaving many wondering what now

• Without a plan for life after the exit, the reality feels empty even if the transaction went perfectly
  

[03:11 – 06:20] The Rare Reality of a Successful Exit

• Very few founders experience a truly fulfilling exit because the odds of long-term business survival are low

• Exiting into a void, rather than into a purpose, creates regret

• Shame, invisibility, and fear of sounding ungrateful keep founders from speaking up
  

[06:21 – 09:15] Identity Displacement After the Exit

• A founder’s identity is tied to being needed, active, and in motion

• When the business is gone, structure and community disappear with it

• Having 40 to 60 hours returned each week creates disorientation if unplanned
  

[09:16 – 12:00] Purpose Disruption and the Search for Meaning

• The business once supplied mission, direction, and a scoreboard

• Post exit, fear and scarcity can prevent new pursuits from forming

• Purpose is rooted in people and problems, not in finding a new distraction
  

[12:01 – 14:45] Deconstructing the Fantasy of I Will Be Happy When

• Liquidity events do not bring lasting relief, completion, or peace

• An exit is not a finish line. It is the beginning of another chapter

• Money creates capacity, not identity
  

[14:46 – 18:00] A New Definition of a Successful Exit

• Success cannot be measured by payout alone. Fulfillment, belonging, and identity must be included

• Without preparing for life after the transaction, founders may long for the company they left

• Exit readiness protects founders from forced exits due to death, disease, burnout, or divorce

Key Quotes:

“Money is capacity, not identity. Time is space, not direction. Freedom is potential, not fulfillment.” - Jerome Myers“Many founders hit their number and still wonder why they feel empty. The exit does not answer the question of who you are.” - Jerome Myers

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!

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Using the metaphor of Pandora’s Box, he explains that what founders fear isn’t the future — it’s finally having to face everything they ignored while building the business. Jerome walks through the hidden fears inside the box, the dangers of avoidance, and the power of strategic identity work. He then shares a founder story that transforms fear into clarity, illustrating how an exit can become a portal to personal evolution rather than an ending.

Listeners walk away with a roadmap for beginning the internal work now, and an invitation to access the tools that make a healthy transition possible.

[00:00–01:15] The Hidden Struggle Founders Never Talk About

• Founders publicly speak about strategy — but privately struggle with emotional impact

• Delays, self-sabotage, and regret often stem from unspoken fears

• The myth of “just sell the company and life gets better” hides deeper challenges
  

[01:16–02:58] The Post-Exit Bliss Myth

• Money and time alone don’t create peace or fulfillment

• Many founders experience emptiness, restlessness, and identity confusion post-exit

• Silence after the sale can feel louder and more destabilizing than the chaos before
  

[02:59–05:05] What’s Really Inside Pandora’s Box

• Identity loss: If you’re not the CEO anymore, who are you?

• Purpose loss: The fires and urgency disappear — and so does direction

• Relationship reckoning: Exit removes the busyness barrier that kept issues hidden

• Unrealized dreams: Success may have cost parts of the life you wanted
  

[05:06–06:29] Avoidance: The Silent Exit Killer

• Avoiding emotional work leads to poor decisions: rushing, undervaluing, or holding too long

• Spouses and children experience sudden shifts when founders “come home” without purpose

• Emotional instability during exit negotiations can cost millions
  

[06:30–07:48] Clarity as the Antidote

• Clarity prevents chaos, not causes it.

• Frameworks like the Founder’s Exit Paradox and NEO Assessment stabilize foundersThis is strategic identity work, not therapy

• You cannot build a meaningful “next” without knowing who you’re becoming
  

[07:49–10:00] A Founder’s Story & Your Invitation Forward

• A successful founder feared the silence after the sale more than the deal itselfOpening the box led to purpose, reconnection, and meaning beyond achievement

• The work he avoided became his gateway to the life he wanted

Key Quotes:

“Clarity does not unleash chaos. Clarity prevents it.” - Jerome Myers“Exits aren’t endings. They’re portals to personal evolution.” - Jerome Myers

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Jerome also opens up about his own experience with the Founder’s Exit Paradox and the identity unraveling that happens once success goes quiet. This episode serves as a mirror, a challenge, and an invitation to stop circling the life you want and begin stepping into it with clarity, alignment, and courage.

[00:00–02:18] Sitting in the Gray Space

• Founders hesitate not because of time or money but because of quiet resistance

• Resistance dresses itself up as logic, busyness, and “reasonable” excuses

• The episode frames the work ahead: naming the fear so it stops running the show
  

[02:19–04:45] The Five Surface Objections (and Their Real Meaning)

• “It’s not the right time” really means, “I’m scared to slow down and feel”

• Busyness becomes a shield protecting founders from their inner truth

• Pretending everything is fine becomes exhausting — and unsustainable
  

[04:46–07:02] The High Performer’s Dilemma: “Will This Work for Me?”

• Strategy solves business problems, but it doesn’t heal identity problems

• Founders fear inner work because it requires vulnerability

• The Intensive works differently than a playbook — it goes to the root
  

[07:03–09:28] Trust, Fatigue, and the Fear of Hope

• “I need to talk to my advisor” often signals lack of self-trust

• “I need a break” reveals survival mode, not true rest

• The deeper fear is hoping for change and being disappointed again
  

[09:29–12:32] The Founder’s Exit Paradox

• Founders fear being seen without their achievements as armor

• Jerome shares his own unraveling after leaving his $20M division

• Success becomes identity — titles, applause, income, roles

• The question underneath everything: “Who am I without what I built?”
  

[12:33–17:32] Choosing Your Next: The Real Invitation

• Speaking desires out loud dissolves guilt and activates clarityRemoving the founder mask leads to alignment, wholeness, and freedom

• Staying stuck is a decision — so is choosing your next chapter

• The Next Intensive becomes a turning point where founders finally feel alive again

Key Quotes:

“Vulnerability is not exposure. It’s access. It’s how you access clarity, connection, meaning, and fulfillment.” — Jerome Myers

“Staying Stuck Is a Decision”— Jerome Myers

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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This is a thoughtful, grounded conversation that reminds every founder that clarity, purpose, and personal planning remain the true North Star of any successful exit.

[00:00 – 01:00] A Solo Episode and a Month of Change

• Jerome sets the tone with a personal update instead of frameworks or concepts

• Acknowledges unexpected changes that appeared without warning

• Frames the episode around reflection rather than instruction
  

[01:00 – 03:10] Becoming Faculty at the Exit Planning Institute

• Shares the milestone of joining EPI as a faculty member

• Describes the podcast interview and connection with Scott Snyder

• Calls it a dream realized after years invested in thought leadership
  

[03:10 – 05:00] Recognition, Intellectual Property, and the Power of Personal Planning

• Reflects on publishing more exit-focused content than anyone in the country

• Points out the gap between theoretical expertise and lived exit experience

• Introduces his core belief that personal planning must lead the strategy

[05:00 – 06:00] Exiting To vs Exiting From

• Defines his signature concept of exiting to instead of exiting from

• Exiting to creates clarity, identity, and confidence post-exit

• Exiting from leaves founders in a painful void that can be costly

• Emphasizes why alignment and future identity are essential
  

[06:00 – 07:15] A Warm Welcome from Exit Planning Exchange Charlotte

• Shares the invitation to speak on November 19 with EPX Charlotte

• Reflects on the warmth and connection from the community

• Highlights the upcoming panel on life after the exit

• Notes how refreshing genuine, welcoming relationships can feel

Key Quotes:

“When founders exit TO, they leave with clarity and confidence. When they exit FROM, they find a void.” - Jerome Myers“Most people optimize their exit around goals they never defined in the first place.” - Jerome Myers

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

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Founders will walk away with tools to measure success beyond money and to negotiate for a life that feels right, not just a deal that looks good.

[00:00 – 03:30] The Illusion of the Headline Number

• The world celebrates the sale price, but that number rarely reflects true success

• Founders often chase valuation without understanding its emotional cost

• “You can hit your financial goal and still miss your life goal”
  

[03:30 – 07:30] The Hidden Levers: Structure and Timing

• Structure determines how money actually reaches you — not just what’s promised

• Beware of earnouts and rollover equity tied to someone else’s performance

• Timing affects your freedom; stretched payments can quietly fund your own exit

[07:30 – 11:30] Control and Alignment: The Freedom You Forget to Negotiate

• Freedom isn’t automatic after an exit — it’s negotiated

• Many founders unknowingly trade autonomy for an employment clause

• Alignment between values and culture is the silent determinant of post-exit peace

[11:30 – 15:30] Redefining Winning: Beyond the Transaction

• Create a non-negotiables list — your personal term sheet

• Identify your true freedom number after taxes and fees

• Measure deals through the Freedom Compass: control, connection, meaning, and sustainability
  

[15:30 – 19:00] The Power Questions That Reveal True Value

• Founders lose leverage when they ask for valuation instead of impact on the future self

• Strategic questions expose power dynamics — “Who controls the capital stack post-close?”

• Emotional readiness is key: “Do I know what I’m walking toward?”
  

[19:00 – 21:30] Exit as Evolution, Not Ending

• The exit isn’t closure — it’s a portal to who you’re becoming

• Peace is the ultimate return on investment

• “The company was never the dream; it was a vehicle for it”
  

Key Quotes:

"You can hit your financial goal and still miss your life goal." - Jerome Myers

“If you do not define your non-negotiables, someone else will, and it will not be for your benefit." - Jerome Myers

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

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Listeners will leave with a renewed perspective on success: that true wealth isn’t measured in dollars, but in the difference you make and the peace you carry.

[00:00 – 07:00] The Exit Paradox

• Jerome shares how he helps founders rediscover meaning after selling their companies

• The “Exit Paradox”: the grief, loss, and disorientation many feel after achieving financial success

• His first exit from corporate life revealed the emotional void behind professional wins
  

[07:00 – 13:00] When Success Feels Empty

• Jerome recounts how a billionaire’s public confession revealed a shared struggle among high achievers

• Research confirmed that post-exit depression is common but rarely discussed

• The emptiness of “doing” without “being”—learning to untangle identity from occupation
  

[13:00 – 19:00] Redefining Work and Wealth

• Jerome breaks down the “first four exits” every founder must navigate

• The unglamorous reality of being a “Chief Everything Officer”

• The true measure of success: building a business that operates without you

[19:00 – 25:00] The Freedom to Pivot

• Danielle and Jerome discuss how to find joy in work again

• The “Four I’s of Fulfillment”: Interest, Income, Influence, and Impact

• How to align your career or business with your unique gifts and purpose

[25:00 – 31:00] From Liquidity to Legacy

• The final evolution of a founder: shifting from accumulation to contribution

• Jerome’s call to help others avoid the regret 75% of founders face post-sale

• Legacy isn’t the company you sell—it’s the lives you impact afterward
  

[31:00 – 35:00] Living the Work You Love

• Why fulfillment—not money—is the real game

• Letting curiosity, generosity, and community guide your next step

• Simple but powerful reflection: “Does what I’m doing matter to me?”

Key Quotes:“Fulfillment is the game. It doesn’t matter how much money you have if you can’t find joy in what you do.” - Jerome Myers“We’re human beings, not human doings.” -Jerome MyersConnect with Danielle!LinkedIn: https://www.linkedin.com/in/danielle-mizrachi-56058983/Youtube: https://www.youtube.com/@work_you_love

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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You’ll discover why waiting feels safe but quietly destroys value, how to recognize when you’ve already started your next exit, and how to build the muscle of readiness long before the market, or life, forces your hand. This isn’t about selling your business. It’s about designing your evolution.[00:00 – 04:00] The Illusion of Readiness

• Exit readiness is more than revenue or valuation; it’s about emotional and operational alignment

• Many founders mistake momentum for readiness, avoiding the deeper work of letting go

• Readiness must be trained like a muscle, not treated as a milestone
  

[04:00 – 08:00] The Real Cost of Waiting

• A founder-dependent company loses up to 50% of its value

• Avoidance creates silent erosion—financial, relational, and personal

• The cost of unreadiness shows up in distance from loved ones and disconnection from self

• Freedom fades when your title becomes your identity
  

[08:00 – 12:00] Building True Readiness

• Three pillars of readiness: Operational, Emotional, Strategic

• Operational: Can the business run without you?

• Emotionally: Can you let go without losing yourself?

• Strategic: Don’t just plan what you’re leaving—plan what you’re stepping into

• Introduces the NEXT Framework: Nourish → Evaluate → Explore → Transcend
  

[12:00 – 15:00] Designing the Next Chapter

• Complete the Exit Readiness Assessment to measure alignment in seven key areas

• Clarity—not cash—reveals whether you’re truly ready

• Reclaim one hour a week for “future design.” Protect it like a board meeting with your future self

• Curiosity—not capital—is the founder’s greatest asset
  

[15:00 – 17:00] Evolving by Design

• Readiness is built through reflection, honest conversation, and consistency

• Say it out loud: “I’m beginning to think about what comes next”

• Don’t wait for the crisis to evolve; create momentum while you still have leverage

• “The best exits aren’t timed—they’re earned”

Key Quotes: “Readiness isn’t a moment—it’s a muscle.” - Jerome Myers

“Waiting feels safe until it costs everything that actually matters.” - Jerome Myers 

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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From waiting for clarity to fearing the wrong move, Jerome reframes each belief and shares how to move from hesitation to evolution. If you’ve built your empire and now find yourself wondering what’s next, this episode is your mirror, not your map for rediscovering meaning and momentum beyond the business.

[00:00 – 01:00] The Portal Beyond the Exit

• Exiting isn’t the end — it’s the beginning of personal evolution

• Control and certainty no longer serve this new chapter

• The Founder’s Exit Paradox: the same habits that brought success now create stagnation
  

[01:00 – 02:00] Objection #1: “I Just Need More Clarity”

• “I need clarity” is often avoidance disguised as prudence

• Movement creates clarity — not waiting

• Frameworks like The Next Intensive exist to turn confusion into alignment
  

[02:00 – 03:00] Objection #2: “I Can Figure This Out on My Own”

• You can’t solve internal questions with external tools

• Post-exit growth requires mirrors, not maps

• You’ve always had advisors for your business — why not for your life?
  

[03:00 – 03:55] Objection #3: “Now’s Not the Right Time”

• Waiting for “the right time” only hardens your old identity

• The longer you delay, the harder reinvention becomes

• The right time isn’t when things settle — it’s when you decide to evolve
  

[03:55 – 04:47] Objection #4: “I’m Not Sure This Is for Me”

• Restlessness isn’t ingratitude — it’s potential trying to get your attention

• You’re not broken for wanting more; you’re built for evolution

• Purpose isn’t a “should”; it’s a signal
  

[04:47 – 05:00] Objection #5: “I Don’t Want to Make the Wrong Move”

• This stage is about rediscovering meaning, not managing risk

• Progress, not perfection, is the new currency

• There are no wrong moves — only feedback
  

Key Quotes

“You need mirrors, not maps.” - Jerome Myers

“The right time isn’t when things settle down — it’s when you realize they won’t until you do.”  - Jerome Myers

Join industry leaders shaping the future and secure your spot at the Exit Planning Summit today!

https://exitplanningsummit.com/speakers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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In this crossover episode from The Amazing Marketing Show, Jerome Myers joins hosts Dmitri Smirnov and Chris Gray to reveal why 75 percent of business owners regret selling their companies, and what the other 25 percent did differently. Jerome shares hard-won wisdom on exit readiness, identity, purpose, and redefining wealth beyond money. He invites listeners to see freedom not as walking away from something, but as stepping into the next meaningful chapter.

00:00 – 04:15 The Reality Behind Business Exits

• Only 25% of founders who sell their company feel no regret

• Success without purpose can lead to depression, not freedom

• True exit readiness requires planning on both financial and emotional fronts

04:16 – 09:30 Loneliness After the Exit

• Up to 60% of personal relationships fade after leaving a company

• Without intentional community, many founders experience isolation

• Redefine your “Top Five” relationships for the post-exit phase
  

09:31 – 17:45 Identity, Self-Acceptance, and the Founder’s Paradox

• Many founders only feel loved through achievement—a “scar of success”

• Real acceptance begins with forgiveness and releasing old expectations

• Your worth isn’t tied to titles, deals, or results—it’s intrinsic
  

17:46 – 26:15 From Exit to Impact

• Jerome shares his own painful corporate exit and the six centers of doubt: identity, relationships, health, prosperity, motivation, and significance

• Purpose-driven legacy starts when you exit to something, not from it

• “Enough” isn’t stagnation, it’s the foundation of real freedom
  

26:16 – 34:00 Freedom, Legacy, and the Power of Choice

• Real wealth is the ability to choose how you use your time, talent, and treasure

• Money is a tool; freedom is the measure

• True success is living a life that others want to honor and remember

34:01 – 47:00 Exit Readiness and Higher-Level Leadership

• Jerome’s Exit Readiness Assessment measures seven areas of preparedness

• Great leaders focus on the upper tiers of Maslow’s hierarchy: impact, fulfillment, transcendence

• Marketing that proves understanding creates trust faster than persuasion.

Key Quotes:

“Only 25% of people who sell their company don’t regret it.” - Jerome Myers

“It’s not about doing more, it’s about becoming more. - Jerome Myers

Connect with the Amazing Marketing Show! 

Website: https://amazingmarketingshow.com/

Youtube: https://www.youtube.com/channel/UCTBn-qDCWMXR7jrHiE1YvXg

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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If you’re approaching an exit, or even just thinking about it, this conversation will challenge your assumptions and invite you to prepare in a way that safeguards not only your wealth, but also your peace, relationships, and purpose.

[00:00 – 01:09] Introduction to Business Exits

• Exits are more than transactions; they’re transformations

• Many founders believe they can handle the process alone

• Independence created success, but it can also create blind spots
  

[01:09 – 03:06] Illusion of Control & The Trust Gap

• Control brings results in business, but doesn’t guarantee clarity in exits

• Spreadsheets can model finances, but not emotions

• Past betrayals create fear and isolation, blocking growth

• Real safety comes from trust—self, others, and frameworks
  

[03:06 – 04:47] The Founder’s Exit Paradox & The Guarantee Fallacy

• Selling your company also means letting go of the version of yourself it represents

• Perfect deals can still leave founders unfulfilled

• Chasing guarantees fuels regret; preparation reduces it

• Exiting alone costs more than money—it risks peace, clarity, and purpose
  

[04:47 – 06:26] Common Objections and Misconceptions

• Privacy vs. secrecy: why keeping plans hidden creates isolation

• “No one understands my business,”—but the process is about you, not the business

• “I just need one more deal”—a dangerous trap leading to burnout“I don’t trust anyone”—trust is the doorway to healing and legacy
  

[06:26 –08:11] Invitation to Action & Next Steps

• Independence built your empire, but interdependence builds legacy

• You don’t need another consultant—you need a guide and a framework

• Take the Exit Readiness Assessment to discover where you stand

• Explore The Next Intensive to gain clarity in the emotional, strategic, and financial dimensions of your transition

Key Quotes:

“The exit isn’t just a transaction, it’s a transformation, and no one transforms alone.” - Jerome Myers

“Independence built your empire, but interdependence will build your legacy.” - Jerome Myers

Ready for your next chapter?Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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That’s the question too many founders face when the wire hits and the silence sets in.

In this episode of Your Next, the mic flips, as Jeroeme sits down with JR Lay for a no-BS conversation about what really happens after you sell your business. Spoiler: it’s not champagne and sunsets.

The discussion revolves around The Founder’s Exit Paradox, that sinking feeling of confusion, disconnection, and loss that arises when the work is gone, yet you're still searching for meaning and worth. This is for every visionary who built a mountain, reached the top, and thought, “Is this it?”

Jerome shares his raw, personal journey through post-exit chaos, identity unraveling, and the scars that success leaves behind, and how he helps other high-achieving founders find meaning after the money.

If you’re building toward an exit, don’t just listen to this episode; study it.

[00:00 – 12:00] Time Over Money

• Why tracking days off beats tracking dollars
• The hidden cost of chasing success
• How entrepreneurs trade presence for provision
• Time is your most valuable asset; treat it like one

[12:01 – 20:00] After the Exit

• What no one tells you about the emotional crash
• The Founder’s Exit Paradox: money in the bank, purpose on empty
• Identity, fear, and the myth of “finally relaxing”
• Why exiting from is never enough, you need an exit to

[20:01 – 33:00] Energy, Identity, and Attachment

• How mismanaged energy leads to implosion
• The trap of tying your self-worth to your business
• Childhood attachment styles are playing out in your exit
• From significance through status, to significance through service

[33:01 – End] Scars, Significance, and Exit Readiness

• The 5 hidden scars driving high achievers
• Why success without purpose leaves you empty
• Exit readiness is personal, not just financial
• Take the free assessment to map your next chapter

Key Quotes:

“Money is just a tool, no different than hammers or saws in a shed.” – Jerome Myers

“The title that you had gave you the illusion of significance.” – Jerome Myers

Connect with JR!

LinkedIn: linkedin.com/in/jrwlay

YouTube: https://www.youtube.com/@LevelUpBusinessVideos

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Less than 1% of women founders successfully exit their businesses. That story is changing, and Carrie Kerpen is leading the movement.

In this episode of Your Next, I sit down with Carrie Kerpen, founder of The Whisper Group and a successful agency exit veteran, to explore how women are rewriting the rules of business, building companies designed to sell, and creating exits that unlock freedom, legacy, and purpose.

We go deep into the reality of life after a big sale: the loss of identity, the challenges of integration, and the path to reclaiming power on your own terms. If you’ve ever wondered what happens after the wire hits, this conversation will change how you think about exits.

Press play now, and step into the conversation that could redefine how you see your next chapter.

[00:00 – 12:00] The Agency and the Exit

• Carrie’s journey from co-founding Likable to an 8-figure exit
• How Built to Sell became her roadmap to acquisition
• Why do women approach exits differently than men

[12:01 – 20:00] Life After the Sale

• The emotional crash that follows even a successful exit
• The reality of working for “the mothership” after selling
• Why community and support matter most post-exit

[20:01 – 25:00] The 3 Ds + B Every Founder Faces

• The 3 Ds that threaten every founder: Divorce, Death, and Disability, plus the B: Burnout
• Why lump sums bring more fear than freedom if you’re not prepared
• How The Whisper Group equips women for the full journey, not just the transaction

[25:01 – End] Building a Sellable Business and Lasting Legacy

• The three biggest mistakes that kill value
• Carrie’s WHISPER framework for creating a sellable business
• Why legacy is built through resilience, profit, and purpose

Key Quotes:

“Nobody was really speaking to them in a way that matters.” - Carrie Kerpen

“Women-owned businesses, fully female-founded businesses, account for fewer than 1% of total exits.” - Carrie Kerpen

Connect with Carrie!

LinkedIn: linkedin.com/in/carriekerpen

Website:  carriekerpen.com/

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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But then... silence.

In this revealing solo episode, Jerome Myers explores the Founder’s Exit Paradox, that unexpected disconnect between financial success and emotional fulfillment.

Through real stories and powerful insights, Jerome shares why so many high-performing founders regret their exits and what you can do to avoid that fate.

If you’ve sold your business or are planning to, this episode offers the roadmap to reclaim clarity, purpose, and peace on the other side.

Tune in now to discover what you really need to prepare for, before, during, and after the exit.

[00:00 – 02:00] The Regret No One Talks About

• 75% of founders regret their exit
• Why selling your business is more than just a financial move
• The Exit Paradox explained

[02:01 – 04:45] Four Founders, Same Pattern

• James, Sarah, David, and Maria: different exits, same emotional fallout
• What financial success can't fix
• How identity, relationships, and purpose suffer when unprepared

[04:46 – 06:30] What Most Advisors Miss

• Why traditional deal-making leaves founders unready
• The 6 Centers of Doubt: the real threat to your post-exit fulfillment
• The emotional cost of ignoring the inner transition

[06:31 – 08:30] Exit to Excellence: A Different Approach

• Readiness Assessments, NEO Profiles, and the Freedom Compass
• Measuring clarity, alignment, and energy, not just money
• A roadmap to identity and legacy beyond the business

[08:31 – End] Real Results, Real Transformation

• 30–50% jump in exit readiness in 90 days
• 80% report reduced stress and fear of irrelevance
• Why clarity and confidence, not just capital, define a successful exit

Key Quotes:

“Freedom stretches in every direction, but that very freedom can feel like a prison.” – Jerome Myers

“You don’t cling to the wreckage of your old identity. You step through the portal into freedom: clear, confident, and aligned.” – Jerome Myers

Ready for your next chapter?

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In this deeply emotional and life-changing solo episode, Jerome Myers dismantles one of the most seductive lies in high performance: “I’ll be happy when…”

Through the raw and revealing story of James, a founder who reached the summit only to find it silent, Jerome explores the emotional collapse that often follows external success. This isn’t just about exits. It’s about identity, meaning, and the quiet ache of disconnection.

This episode is your invitation to pause, reflect, and realign. If you've ever said, “I’ll be happy when…” this conversation will challenge everything you thought you knew about success and might just change your life.

[00:00 – 03:00] The Happiness Horizon Trap

• “I’ll be happy when…”  -  the emotional illusion
• Why milestone-chasing masks deeper emptiness
• The horizon always moves until you stop chasing
  

[03:01 – 06:30] The Exit Paradox in Action

• Why freedom often feels like invisibility
• The emotional fallout after success
• What founders truly miss after the deal closes

[06:31 – 08:30] Timing vs. Readiness

• When market windows close before you’re “ready”
• How waiting for happiness can cost you more than money
• A lesson from 2021–2023 exits you can’t ignore

[08:31 – 10:30] Stop Chasing. Start Aligning

• Why alignment is the new definition of wealth
• The emotional safety in clarity
• 3 powerful questions to reconnect with what matters

[10:31 – End] The Path to Real Fulfillment

• From exit strategy to life strategy
• The tools that create emotional stability post-exit
• Design a legacy rooted in influence, not just income

Key Quotes:

“I've seen founders who waited for the exit to fix everything, only to wake up with money in the bank and the emptiness in their hearts.” - Jerome Myers

“Happiness doesn't live in the next milestone. It lives in clarity. It lives in alignment, and it lives in the influence you create every day.” – Jerome Myers

Ready for your next chapter?

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In this episode, Jerome Myers sits down with Charlie Garcia, a West Point graduate, decorated combat veteran, entrepreneur, and managing member of R360, one of the world’s most exclusive communities of ultra-successful families. Charlie introduces the F.I.S.H.E.S. Framework (Financial, Intellectual, Social, Human, Emotional, and Spiritual capital), a guide for shaping a legacy that goes beyond accumulation into alignment and impact.

From his military discipline to global philanthropy and the creation of R360, Charlie reveals why true wealth is measured not in what you keep, but in what you give, nurture, and leave behind.

Tune in now to learn how to move from business owner to Legacy Builder.

[00:00 – 12:00] Introducing Charlie Garcia & the F.I.S.H.E.S. Framework

• Charlie’s journey from military service to entrepreneurship and leadership at R360

• The six forms of capital that shape a flourishing life

• Why legacy is about alignment, not accumulation
  

[12:01 – 24:00] Writing, Speaking, and the Power of Ideas

• Charlie’s upcoming book and the role of storytelling in shaping culture

• MarketWatch column “Charlie Garcia’s Market Sense” and his satirical approach to finance

• How humor and honesty open deeper conversations about wealth and meaning
  

[24:01 – 36:00] R360: The World’s Most Exclusive Legacy Community

• What sets R360 apart, and why even billionaires get turned down

• Designing 100-year family plans across financial, emotional, and spiritual dimensions

• Preparing the next generation through the Rising Leader Program
  

[36:01 – 48:00] Purpose, Resilience, and the Next Mountain

• How members reinvent themselves after business exits

• Using entrepreneurial skills for philanthropy and global impact

• Why purpose, not profit, fuels the next chapter
  

[48:01 – End] Faith, Mentorship, and Building a Force for Good

• Charlie’s perspective on Matthew 25:14 and God-given purpose

• Mentorship, coaching, and accountability as keys to growth

• Inspiring stories of resilience and possibility
  

Key Quotes:

“Legacy is not about accumulation, but alignment.” – Charlie Garcia

“Everybody comes with a unique gift they can use to help others.” – Charlie Garcia

Connect with Charlie!

LinkedIn:  linkedin.com/in/charlespgarcia

Website:  http://R360Global.com

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

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When you exit your business, it’s not just a transaction. It is an emotional shift that can ripple through your marriage, your family, and your identity. In this episode, Jerome Myers speaks with Ruschelle Khanna, psychotherapist and author of Inherited Trauma and Family Wealth, about the emotional complexity of exiting a business and why unspoken dynamics can quietly sabotage even the best-laid plans.

Listen now to discover how to protect both your legacy and your relationships.

[00:00 – 13:00] Exit as Emotional Death

• Why a business exit mirrors grief and identity loss
• Common signs of resistance: sabotage, denial, and clinging to control
• The emotional weight on both the exiting founder and the heir
  

[13:01 – 26:00] Marriage, Misalignment, and Mutual Resentment

• How exits reveal cracks in communication and shared meaning
• What Gottman’s 7 Principles reveal about post-exit stress
• Why many spouses feel excluded, even when they say they’re fine

[26:01 – 36:00] Emotional Needs and Adult Tantrums

• HALT (Hungry, Angry, Lonely, Tired): decoding emotional outbursts
• Reparenting your partner: how trauma shows up in conflict
• Why emotional regulation is critical in post-exit life

[36:01 – 50:00] Family Tension and Generational Distance

• How adult children emotionally react to legacy decisions
• Spotting the signs of withdrawal, resentment, or performative agreement
• Avoidance, silence, and the cost of not asking hard questions

[50:01 – End] Trauma, Transition, and Transcendence

• The 5 trauma liabilities: chaos, procrastination, fawning, and more
• Inheriting more than money, modeling emotional clarity
• Choosing joy, presence, and intentionality in your next chapter

Key Quotes:

“A business exit is a tiny death.” – Ruschelle Khanna

“The definition of a healthy mind is to be able to hold onto two ideas at the same time.” – Ruschelle Khanna

Connect with Ruschelle!

LinkedIn:  linkedin.com/in/ruschelle-khanna-lifestyle-for-legacy

Website:  https://www.lifestyleforlegacy.com/

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

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Jerome Myers talks with Amy Wirtz, senior consultant at The Family Business Consulting Group and Exit Planner of the Year, about navigating family succession with clarity and compassion. With deep experience as a lawyer, mediator, and strategist, Amy offers real-world wisdom for business owners struggling to pass the torch without burning bridges.

Listen now for frameworks that demystify legacy, reveal blind spots, and offer new ways forward.

[00:00 – 12:00] Family Businesses Aren’t Broken

• Why family businesses matter more than you think
• The emotional dream behind succession
• What sparks (and delays) transition planning
• Owners think about it long before they talk about it
• Outside advisors often prompt the first move

[12:01 – 24:00] Power, Voice, and Money

• Ownership is power
• Equal shares ≠ equal results
• Gifting vs earning the business
• Who gets to vote, who gets a say
• When silence costs more than taxes

[24:01 – 36:00] Ego, Exit, and Expectations

• Letting go is harder than you expect
• The myth of "work optional" retirement
• Why selling to your kids might be best
• Salary vs financial freedom
• What happens when you don't diversify

[36:01 – 46:00] New Generation, New Vision

• Founders vs. next-gen work styles
• The “lazy” label, and what’s behind it
• Redefining hustle in a digital world
• Lifestyle over grind
• Learning from past downturns

[46:01 – End] The Process Behind the Plan

• Amy’s consulting roadmap
• Building healthy governance systems
• Coaching families through tough transitions
• Why change takes time
• Empowering families to lead their future

Key Quotes:

“You work for your money. You don’t get money just because you’re an owner.” – Amy Wirtz

“There is help out there for family businesses. They're really smart, capable people who actually support the backbone of the economy.” – Amy Wirtz

Connect with Amy!

Website: thefbcg.com

LinkedIn: linkedin.com/in/amywirtzcepa

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.

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Jerome Myers talks with Tad Fallows, founder of Long Angle, about building and selling a company on his terms and the surprising challenges of life after the deal. They reveal the truth about “work optional” wealth, finding meaning beyond money, and what comes after you win.

Listen now to uncover life after success.

[00:00 – 12:00] From Harvard to High Growth

• Tad’s unconventional path from Ivy League to McKinsey to co-founding a SaaS company in an unlikely market

• Why early success is more about relationships than résumés

• How bootstrapping through the 2008 downturn shaped his approach to risk
  

[12:01 – 24:00] Scaling Without Selling Out

• Growing 40–50% every year without venture capital

• Why an unsolicited offer wasn’t enough to pull the trigger

• How a year of preparation expanded their market story and increased exit value
  

[24:01 – 36:00] The Exit on His Terms

• Choosing the right buyer over the highest bidder

• Why does Tad want all of his chips off the table, not half

• The surprising upside of post-sale stock grants
  

[36:01 – 46:00] Building Long Angle

• The sudden wealth questions no one prepares you for: estate planning, alternative assets, and raising grounded kids

• Why peer-to-peer wisdom beats Wall Street advice

• How a Slack channel for friends became a thriving founder community
  

[46:01 – End] Redefining “What’s Next”

• The Founder’s Exit Paradox: when money solves the math but not the meaning

• Why purpose doesn’t have to be permanent to be valid

• Finding fulfillment in family, community, and building again
  

Key Quotes:

• “If you have 10 times as much wealth, you’re probably 2x as happy.” – Tad Fallows
  

• “The hardest part of the exit is what happens next.” – Tad Fallows
  

Connect with Tad:

Website: longangle.com

LinkedIn: linkedin.com/in/fallows

Don’t miss The Entrepreneur Event of the Season, the $100M Money Models Book Launch streaming live on YouTube, Aug 16, 2025. 

Register Here for Free 👉 https://shop.acquisition.com/pages/register?via=jerome11

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You built it. You exited. Now what?

In this raw and revelatory solo episode, Jerome Myers introduces the Founder’s Trauma Tree:  a framework that exposes the emotional crash most Apex performers aren’t prepared for after the exit.

Through the real-life story of James, a founder who spiraled into anxiety six months after his 8-figure win, Jerome reveals why success doesn't silence inner wounds; it amplifies them. And more importantly, how you can begin to heal.

There’s a story beneath your success:  one about pressure, pain, and the parts of you that never got to breathe. This is where healing begins.

Success checked every box, but something still feels off? This is the conversation that explains why.

[00:00 – 04:30] When Success Feels Like Collapse

• The post-exit silence no one prepares you for

• Why founders often mistake trauma symptoms for personality

• Introducing the Founder’s Exit Paradox
  

[04:31 – 08:00] The Founder’s Trauma Tree

• PTSD, anxiety, addiction: what lies beneath these symptoms

• A visual model of the emotional fallout after high achievement

• Why does unprocessed pain surface only after the pressure lifts
  

[08:01 – 10:30] Coping or Healing?

• The 4 escape strategies: busyness, deal-chasing, giving, isolation

• Why these distractions work—until they don’t

• The lie of high performance as emotional wellness
  

[10:31 – 14:30] Growing the Healing Tree

• What emotional integration means post-exit

• From numbness to nourishment: James’ healing journey

• How to grow peace, purpose, and legacy from the inside out
  

[14:31 – End] Beyond the Paradox

• The 6 Centers of Doubt: self-image, relationships, work, health, prosperity, significance

• From survival mode to alignment

• An invitation to stop pretending and start becoming

  
  

  
  

Key Quotes:

“What you’re feeling isn’t failure, it’s feedback.” – Jerome Myers

“Your identity is not your title. Your value is not your valuation. Your worth was never up for negotiation.” – Jerome Myers

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In this thought-provoking episode, Jerome Myers talks with Calvin Correli, founder of Simplero and long-time spiritual explorer, about what comes after the exit. They talk through the emotional crash that can follow financial success, why most people are secretly afraid of feeling safe, and how founders can stop waiting for money to permit them to feel fulfilled.

This episode is about more than business. It’s about learning how to live well, right now.

Listen in and start rewriting the story you’ve been living by.

[00:00 – 12:00] The $300M Moment That Didn’t Fix Anything

• The email that started it all: a founder with a $300M offer and deep unhappiness

• Why the usual playbook of success stops working after a big win

• How entrepreneurship often reflects our search for something deeper
  

[12:01 – 24:00] Hidden Fears and Emotional Shortcuts

• Why do people put off feeling the way they want to feel

• How beliefs around safety and worth keep high performers stuck

• What happens when your goal no longer motivates you
  

[24:01 – 36:00] Awareness, Emotions, and Real Power

• A simple shift that changes how you relate to anger, fear, and desire

• Why it’s dangerous to say “I am” instead of “I feel”

• How to stop outsourcing your emotional life to outcomes
  

[36:01 – 46:00] Letting Go of the Hustle

• How Calvin shifted from chasing money to building around connection

• Why building a company can be more about intimacy than income

• What changes when you don’t need to prove anything anymore
  

[46:01 – End] What Purpose Looks Like

• Calvin’s three-level framework for living with purpose

• Why your presence might be your greatest gift

• How founders can move forward without needing another title, deal, or goal
  

Key Quotes:

“Money is just a way for people to say: I value what you do. That’s all.” -  Calvin Correli

“There's no happiness in the future. The future never comes. The only time is now.” - Calvin Correli

Connect with Calvin!

Website: https://www.calvincorreli.com

LinkedIn:  linkedin.com/in/truecalvin

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Most high achievers are dangerously unprepared for life after the exit.

In this revealing episode, Jerome Myers sits down with Dr. Michelle Fritsch, a board-certified geriatric pharmacist and founder of Propel Your Wellness, to discuss the hidden dangers that follow success. From loss of identity to relationship breakdowns and rapid health decline, Dr. Fritsch exposes what happens after the business card disappears, and what you can do to prevent it.

If you think your freedom phase will last forever, think again. 

Tune in now to learn how to design a life of wellness, purpose, and clarity beyond the exit.

[00:00 – 12:00] Freedom Doesn’t Last Forever

• Why most people hit a wall 6–12 months after their exit

• The false security of hobbies, travel, and to-do lists

• Preventable reasons brilliant people fade after retirement

[12:01 – 24:00] The Dangerous Assumptions We Carry

• Why doctors don’t know as much about you as you think

• The unexpected collapse of key relationships

• Early signals that your mind and body aren’t prepared

[24:01 – 36:00] Tools for Clarity: Life Purpose Scan + Wellness Portfolio

• Assessing purpose, values, and emotional resilience

• The risk of losing cognitive sharpness after an exit

• Designing your next chapter around contribution, not consumption

[36:01 – 46:00] Stress, Scams, and Silent Suffering

• Health risks tied to unmanaged stress

• Sophisticated scams targeting lonely, high-net-worth retirees

• When the physical body limits the life you imagined

[46:01 – End] The Power of Planning

• The seven dimensions of the Wellness Portfolio

• Why advanced personal planning matters as much as estate planning

• How purpose reduces pain, isolation, and mental decline
  

Key Quotes:

“Freedom for most people lasts about six, maybe 12 months, and that’s when they realize, wait a minute, this stuff’s fun, but it doesn’t fill up the rest of a lifetime.” - Michelle Fritsch

“There’s a huge difference between being functionally limited for the decades ahead and being functionally ready to do everything that you really want to do.” - Michelle Fritsch

Connect with Dr. Fritsch!

Website: properlyourwellness.com

LinkedIn: linkedin.com/in/michellefritsch

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Not every “no” sounds like a no. Some sound like “I need to talk to my advisor” or “I’m just tired.” 

In this eye-opening solo episode, Jerome Myers peels back the polite excuses founders often give and gets real about the resistance that’s quietly keeping you stuck.

If you've ever hovered over the “Book the Intensive” button or convinced yourself now’s not the right time, this episode holds up a mirror and asks: Are you willing to stop circling the life you want and finally step into it?

If you’re looking for clarity, this is your moment.

[00:00 – 02:00] Sitting in the Gray Space

• Why founders pause at the edge of transformation

• Understanding indecision as quiet resistance

• What keeps people hovering without action
  

[02:01 – 04:00] Common Objections That Mask Fear

• Avoiding action by blaming timing

• Doubting the process will work

• Deferring the decision to others

[04:01 – 06:30] What’s Going On

• Avoiding stillness to escape deeper truths

• Relying on logic in emotional decisions

• Fear of choosing without external validation
  

[06:31 – 09:00] The Identity Crisis After Success

• Losing clarity after stepping away from the role

• Feeling unknown beyond professional titles

• Navigating uncertainty after the exit
  

[09:01 – End] Stepping Into Your Real Next

• What people discover when they say yes

• Building a life that feels aligned inside and out

• Starting the chapter that truly belongs to you

Key Quotes:

“You don’t need anyone else to give you permission to say yes to your next.” - Jerome Myers

“Staying stuck is a decision, and so is saying yes.” -  Jerome Myers

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In this deeply personal solo episode, Jerome Myers reflects on the first half of 2025, not just what was accomplished, but what was transformed. Through unexpected moments of presence and alignment, he shares what life looks like when success is no longer the goal, but the foundation for something more.

Whether you’re post-exit or preparing for one, this episode offers a rare, honest look at what comes next.

[00:00 – 03:30] From Metrics to Meaning

• Reflecting on accomplishments beyond the surface
• Reframing the scoreboard of success
• Choosing alignment over endless achievement

[03:31 – 06:30] The Silence After Success

• Confronting stillness after the summit
• Understanding the Founder’s Exit Paradox
• Beginning the inner work of reinvention

[06:31 – 09:30] Moments That Redefine You

• Family milestones and legacy in action
• Letting joy lead through travel and play
• Finding aliveness through presence, not performance

[09:31 – 12:30] Resonance Over Resume

• Living values through sacred rituals and reflection
• Recognizing impact beyond LinkedIn and titles
• Measuring life by connection, not credentials

[12:31 – 16:00] Designing What Comes Next

• Asking the questions that shape your next chapter
• Rejecting default paths in favor of intention
• Embracing support and sacred reinvention

Key Quotes:

“You didn’t come this far just to coast. You came this far to elevate to new levels of impact, meaning, and legacy.” - Jerome Myers

“The real reckoning only happens after the summit. When the exit is done, the money’s in the bank, and suddenly the calendar is quiet.” - Jerome Myers

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Why do successful founders disappear when they're on the edge of true personal growth?

In this powerful solo episode, Jerome Myers unpacks the fear that holds many high achievers back, not fear of failure, but fear of being seen. He explores how achievement can become emotional armor and what it really takes to step into purpose after the exit.

If you’ve ever felt lost after success, this episode offers the clarity, courage, and next steps you need.

Listen now and start your next chapter with intention.

[00:00 – 03:00] You Are Not Broken, You Are in Transition

• The internal calling beyond success
• The NEO Assessment as a personal mirror
• Starting the journey into clarity

[03:01 – 07:00] The Hidden Side of the Exit Paradox

• Why founders disappear after success
• The moment when identity begins to unravel
• Fear disguised as logic and timing

[07:01 – 10:00] When Identity Becomes Armor

• Achievement as emotional protection
• The illusion of fulfillment through productivity
• Breaking through surface-level success

[10:01 – 14:00] From Ghosting to Growth: David vs. Erica

• A tale of two founder responses
• Avoiding transformation vs. embracing it
• The real difference courage makes

[14:01 – 17:00] Choosing to Be Seen

• Letting go of performance-based identity
• Stepping into alignment and purpose
• The power of conscious choice

Key Quotes:

“They’re winning at business but silently losing the war within.” – Jerome Myers

“Being seen means letting go of the version of yourself you curated for survival and stepping into the version that's aligned for significance.”– Jerome Myers

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In this powerful episode, Jerome Myers talks with Rick Martinez, a former ER nurse, Army officer, and founder who scaled a 600-person healthcare company and exited successfully, only to face an identity crisis no one warned him about.

From ER shifts to military deployment to crying in his car after a $500K payday, Rick shares what happens after the win and why fulfillment matters more than freedom.

If you’ve ever asked, “Is this all there is?”, this episode is for you.

[00:00 – 12:00] Still in Scrubs: The Entrepreneur Who Kept Showing Up

• Why Rick still picks up ER shifts decades into success
• His transition from staff nurse to contractor to employer
• How one conversation in a hospital skybridge launched a business

[12:01 – 21:00] Building Something Bigger (Without Realizing It)

• From $8/hour raises to doubling his income overnight
• Creating an agency by accident and growing to 600 employees
• The systems that scaled without needing a business degree

[21:01 – 30:00] Service, Sacrifice, and the Truth About Scaling

• Military activation changes everything
• The moment he realized he was the problem, not the engine
• A brutal but freeing insight: the founder or CEO is often the biggest bottleneck

[30:01 – 38:00] The Check, the Crash, and the Cry

• The wire hits. Rick sits in his Porsche with tears in his eyes
• What no one tells you about the emotional cost of success
• The first signs that the real journey was just beginning

[38:01 – 45:00] Pain, Purpose, and a Spiritual Awakening

• A crushing injury in a CrossFit competition shifts everything
• Rick hears what he’d been ignoring and gets baptized
• Writing, service, and rediscovering what truly matters

[45:01 – End] What’s Next: From Exit to Expression

• Why “never a W2 again” wasn’t enough
• How Rick found meaning in ghostwriting and mentoring
• His ultimate advice for those chasing more than money

Key Quotes:

“The founder, the CEO, is always the biggest bottleneck.” – Rick Martinez

“Find the freedom that's going to fulfill you. Be relentless about it, and when you get there, share it with the world.” – Rick Martinez

Connect with Rick!

Website: https://www.therickmartinez.com/optin1620132235803

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

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In this electrifying conversation, Jerome Myers is joined by Dr. Don Wood, the founder of the Inspired Performance Institute and creator of TIPP, a neuroscience-based program for trauma resolution. What begins as a deeply personal story about saving his daughter’s life turns into a profound revelation: most of what we treat with pills could be solved by healing the mind.

If you’ve ever been told to just “manage” your anxiety, stress, or diagnosis, this episode is your wake-up call.

[00:00 – 12:00] Trauma Is the Root, Not the Symptom

• “Medication is like giving tissue for a runny nose, what caused it?”
• Trauma often underlies anxiety, addiction, and even autoimmune disease
• Dr. Wood’s daughter's Crohn’s and lung disorder stemmed from childhood trauma, not just biology

[12:01 – 22:00] The Brain Isn’t Broken, It’s Protecting You

• The subconscious runs 95% of your daily life and doesn’t understand time
• Emotional triggers (or “activations”) are unresolved calls for action
• “Anxiety is your mind trying to solve something from years ago, now.”

[22:01 – 32:00] The Science of Reprocessing Memory

• Traumatic memories are stored in high-def; the solution is to reduce their intensity
• “We don’t erase memory, we reclassify it. So your brain sees it as past, not present.”
• Healing isn’t about forgetting; it’s about removing emotional dysregulation

[32:01 – 42:00] It’s Not Just About Therapy, It’s About Resetting

• Traditional therapy relieves the trauma; TIPP reprocesses it safely and quickly
• "I don’t need the whole story, just the trailer.”
• The mind must feel safe before it can heal

[42:01 – 49:00] Resilience is Built on Safety, Not Hardship

• “You don’t toughen a boxer by beating him before the fight.”
• A stable home builds resilience; trauma erodes it before life begins
• The system needs to feel safe to learn, grow, and repair

[49:01 – End] Why He Didn't Stop After Saving His Daughter

• “We could’ve stopped. But we felt a calling.”
• Dr. Wood uses TIPP to help veterans, athletes, CEOs, and kids
• “Your mind and body are designed to heal. Trauma just gets in the way.”

Key Quotes:

“The mind and body are designed to heal. What’s interfering with it—in most cases, at least 80%—is unresolved trauma.” - Dr. Don Wood

“You can’t sabotage yourself. Your brain’s a survival brain. It’s protecting you.” - Dr. Don Wood

Connect with Dr. Wood!

Website: http://www.inspiredperformanceinstitute.com/

LinkedIn: linkedin.com/in/drdonwoodphd

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What happens after the founder exits? Too often, regret, confusion, and loss of identity.

In this powerful session from the Exit Planning Institute, Jerome Myers delivers a wake-up call:  most exit plans ignore the human element. While others focus on finances and operations, Jerome highlights the missing pillar: personal planning.

Press play and rethink what it means to exit with excellence.

[00:00 – 12:00] Exit is Inevitable, But Fulfillment is Not

• 100% of founders will exit: “Sell it, give it away, or close it.”
• Most advisors ignore personal planning, but it’s what leads to regret
• “The stool wobbles without the third leg. We’re building incomplete exits.”

[12:01 – 25:00] The Founder’s Exit Paradox

• The paradox: rich and free, but lost
• “They decouple their identity from the business and enter a void.”
• Common regrets: loss of purpose, isolation, status drop, boredom
• Why does money only solve 2 of the 5 levels in Maslow’s hierarchy

[25:01 – 38:00] Six Centers of Doubt: The Hidden Struggles

• Introducing the Exit Paradox Iceberg
• Self-image, Relationships, Work, Health, Prosperity, Significance
• “If you don’t know where you’re going, you won’t like where you end up.”
• 60% of founders’ core relationships disappear post-exit

[38:01 – 48:15] From “What’s Next?” to N.E.X.T.

• Nourish, Evaluate, Xplore, Transcend: a framework for life after exit
• “Most are exiting from, not to. That’s why they regret it.”
• How Jerome helped his father find purpose again, becoming a mayor in his 60s

[48:16 – End] Real Tools, Real People, Real Legacy

• The NEO Assessment: Six archetypes for post-exit personality
• “Ask your clients: What are you optimizing for, money or fulfillment?”
• Advisors: why you need to engage the personal side, or risk losing the AUM
• “The only way your life ever matters is if you are positively impacting other people's lives.”

Key Quotes:

“Money solves the first two levels of Maslow’s hierarchy. Everything after that -  purpose, belonging, impact - needs something deeper.” – Jerome Myers

“The biggest problem in exit planning is that most founders are exiting from instead of exiting to.” – Jerome Myers

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What if your exit could be the beginning of your best story, not the end?

In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you’re years from selling your business or already navigating offers, this episode delivers the playbook for preserving family wealth and personal purpose.

If you're a business owner asking, "What's next?" — this one's for you.

[00:00 – 12:00] Two Paths After the Sale

• Why 70% of businesses brought to market don’t sell—and how to avoid being one of them
• The post-sale "tragedy" no one talks about
• “Only about 6% of owners who go to market are highly satisfied with the outcome.”
• The three pillars of a successful exit: business readiness, market readiness, and owner readiness

[12:01 – 26:00] The Real Reasons Founders Miss Out

• Unrealistic valuations and the myths around multiples
• Why internal partner conflict can kill a deal
• The #1 financial red flag for buyers: messy books
• The hidden danger of high customer concentration

[26:01 – 36:00] The Founder's Exit Paradox

• Jerome breaks down the emotional crash that hits post-sale
• Creating a personal life plan that aligns with the deal terms
• “Most founders are walking into a sea of nothingness.”
• How the N.E.X.T. framework (Nourish, Evaluate, eXplore, Transcend) builds clarity and confidence

[36:01 – 45:00] Planning to Win (Not Just Exit)

• Real case study: $106M egg farm deal and $20M tax savings
• Why your transaction team might be too small—or too inexperienced
• Planning five years out: why it’s never too early to optimize

[45:01 – End] Exit Into Excellence

• How post-exit optimization begins long before you close
• Jerome’s call to founders: “Don’t build a business without designing the life beyond it.”
• Resources to prepare: free whitepaper and transition readiness assessment

Key Quotes:

“The business, the market, and the owner all need to be ready.” - Homer Smith

“Only about 6% of business owners who raise their hands to go to market are highly satisfied with the outcome.” - Homer Smith

Connect with Homer!

Website: http://www.konvergentwealth.com/

LinkedIn: https://www.linkedin.com/in/homersmith4/

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What if your biggest failures were the stepping stones to your greatest impact?

In this raw and revealing episode, Jerome Myers sits down with Kasim Aslam,  serial entrepreneur and founder of the world’s top-ranked Google Ads agency,  to unpack his journey from troubled teen to 8-figure exit. With unmatched candor, Kasim shares the highs, the hard truths, and why his life’s mission today is centered on global employment, not just profit.

If you’ve ever felt stuck, burned out, or unsure of what’s next, listen closely.

[00:00 – 12:10] Two Exits, One Framework

• Building the #1 Google Ads agency

• Productizing services for scale

• The behind-the-scenes of an 8-figure exit
  

[12:11 – 22:45] Integrity Over Everything

• Why most agencies fail their clients

• Saying no to the wrong deals

• How honesty fuels demand and client trust
  

[22:46 – 34:00] The Rocky Road to Reinvention

• Growing up in poverty and crime

• Losing everything in the '08 crash

• Finding purpose through failure
  

[34:01 – 45:00] Safe, But Not Satisfied

• What it felt like when the wire hit

• The paradox of post-exit emptiness

• Learning to delegate and let go
  

[45:01 – End] Meaningful Work as Legacy

• Why hiring is the new impact model

• Creating global opportunity through EAs

• The case for failing forward
  

Key Quotes:

“You want to change lives? Hire someone.” — Kasim Aslam

“Failure is the tuition that we pay.  Chase good failure, quality failure, healthy failure.” — Kasim Aslam 

Connect with Kasim!

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

YouTube: https://www.youtube.com/@kasimaslam

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Jerome Myers talks with Mahen Gundecha, a seasoned dealmaker, about how timing, positioning, and rolled equity can boost your exit value. Learn why most exits fail, what buyers want, and how to avoid costly delays.

A must-listen for any founder thinking about an exit, now or years from now.

[00:00 – 12:58] Mahen’s Global Journey + The Wake-Up Call for Founders

• From Tanzania to Toronto to Pennsylvania: Mahen’s backstory

• Why unplanned exits leave millions on the table

• The value of starting exit prep years before you're ready

[12:59 – 24:32] What Makes a Business Truly Sellable

• Why only 20% of listed businesses ever sell

• Founder dependency: the hidden value killer

• How rolled equity can add major upside post-sale

[24:33 – 36:25] Market Forces You Can’t Ignore: Consolidation + Competition

• What happens when your competitor is acquired by private equity

• Why does consolidation raise the risk of customer loss

• The importance of differentiation to stay competitive

[36:26 – 48:07] When Growth Becomes a Gamble: Hope vs. Strategy

• Why acquisition strategies often fail without a solid plan

• How age affects your exit risk tolerance

• The danger of relying on “hope” as a growth strategy

[48:08 – 1:07:47] A Smarter Path Forward: Preparation Without Pressure

• Why you should never negotiate with one buyer

• How deal fatigue kills value and momentum

• Tools and steps to start preparing for a clean, profitable exit

Key Quotes:

“Prepare your business before life forces your hand.”— Mahen Gundecha

“Hope is what drives you, but you’ve got to have a plan.”— Mahen Gundecha

Connect with Mahen!

Email: mahen@bristol.group

LinkedIn: https://www.linkedin.com/in/bristol-group/

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In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for.

If you think buyers will show up when you're ready, think again. This is a must-listen for any founder considering exit, even years in advance.

[00:00 – 07:00] The Harsh Truth About Business Exits

• Why most small businesses never sell

• M&A myths: Buyers don’t show up when you’re ready, they buy when it suits them

• How Lorraine discovered the “black box” language of M&A

[07:00 – 16:00] Why Buyers Walk Away

• Internal chaos kills deals: unresolved partner conflicts and weak management teams

• The real reason exit planners and M&A brokers won’t take you on as a client

• What does it mean to “become the business your buyer is looking for” 

[16:00 – 27:00] Understanding the Mind of the Buyer

• The four kinds of buyers, and how each one evaluates your business

• Why "earning your price" is better than demanding your price

• Funded searchers vs. zero-money-down acquirers: the opportunity and the risk

[27:00 – 38:00] From Projections to Proof

• Why trailing financials alone aren't enough

• The myth of the magical pro forma: how real buyers view projections

• Creating certainty in your operations to justify a higher valuation

[38:00 – 45:00] The Exit Starts with Mindset

• The biggest mistake: building a business with no clear end in mind

• How to build a company that outlasts you

• Why being "sellable" means building value for both you and the buyer

Key Quotes:

“Buyers don’t buy your past, they buy your future. And they need certainty about that future.” — Lorraine McGregor

“Be sellable, all the time. That’s the best thing you can do for your legacy.” — Lorraine McGregor

Connect with Lorraine!

Website: https://www.spiritwest.com

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

Ready for your next chapter?

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Your next chapter starts here!

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In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value.

Learn how to turn your workforce into your strongest asset, whether you’re years from selling or fielding offers now.

[00:00 – 04:30] Why Human Capital Is the Missing Link in Exit Planning

• Human capital is a strategic value driver, not just HR
• Buyers assess workforce strength, leadership alignment, and role clarity
• Growth and exit readiness should be aligned and simultaneous

[04:30 – 08:30] Alignment: The First People Challenge

• “Cloning yourself” limits innovation and scalability
• Misalignment hinders synergy, efficiency, and growth
• True alignment means matching instincts and strengths to roles

[08:30 – 13:30] Hiring Habits: Staff vs. Stakeholders

• Staff support the owner's goals; stakeholders co-own company growth
• Stakeholder teams drive autonomy, performance, and purpose
• Hiring habits must evolve to boost retention and enterprise value

[13:30 – 18:00] Growth Bottlenecks: Managing Alone Won’t Scale

• Top-down leadership reduces agility and resilience
• Distributed leadership unlocks execution and team potential
• Role mapping supports clarity, development, and onboarding

[18:00 – 26:00] Regret-Proofing Through People Strategy

• Outdated systems and poor onboarding weaken enterprise value
• A healthy, independent, connected workforce attracts buyers
• Start early to ensure your exit results in pride, not regret

Key Quotes:

“Alignment is a value driver. When you’re in good alignment, a potential buyer can see that.” — Maria Forbes

“If you’re calling them staff, then they are your supporters. If you’re calling them your team, then they’re stakeholders in the growth of your company.”— Maria Forbes

Connect with David!

Website: https://getonthevaluetrack.com/

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

Connect with Maria!

Website: https://firepowerteams.com/

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

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In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed after selling, and how you can avoid it.

Discover how to think like a buyer, increase your business's transferable value, and prepare for a successful, meaningful exit.

If you’re ready to transition from business owner to legacy builder, you won’t want to miss this conversation.

[00:00 – 07:50] The Cost of Poor Planning

• 75% of owners regret selling, early planning is the antidote
• Baby Boomer wealth transfer = huge opportunities + huge risks
• Lack of preparation = loss of personal and generational wealth

[07:50 – 23:50] Own the Buyer’s Mindset

• Big myths busted: quick exits, easy deals, setting your price
• Buyers pay for cash flow, not dreams
• Make yourself irrelevant to maximize business value

[23:50 – 33:00] Valuation Truths and the Realities of Selling Your Business

• Industry multiples mislead, true value is complex and specific
• Expect a 9–18-month sales process full of due diligence landmines
• Clean financials and strong prep = higher price and faster close
  

[33:00 – 42:00] Flex Your Exit: Deal Structures and Dream Teams

• Not all exits are cash-outs,  mergers, internal transitions, and family sales matter
• Flexible structures win
• Assemble your exit dream team early: M&A advisor, CPA, attorney, financial planner

[42:00 – 46:00] How to Regret-Proof Your Business Sale

• Get laser-clear on personal and financial goals
• Build a company that thrives without you
• Start planning NOW, the future-you will thank you

Key Quotes:

“Think like a buyer as you grow your company.” — David Shavzin

“If you want to sell your company successfully, your goal should be to make yourself irrelevant.” — David Shavzin

Connect with David! 

Website: https://getonthevaluetrack.com/

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

Connect with Maria! 

Website: https://firepowerteams.com/

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

Ready for your next chapter?

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Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of succession, and making bold moves (like taking 150+ days off a year!) without sacrificing business performance.

Expect honest stories about designing a business around your values, preparing for exit from day one, and why impact, not just income, should be the endgame.

If you're looking to exit right, not just exit rich, this episode will shift your thinking.

[01:13 – 08:12] Design Your Life First

• Life by Design: Matthew shares how he built a business to support his ideal lifestyle
• Lifestyle Practice: Intentional client selection and lean operations
• Personal Metrics: Why time off mattered more than AUM growth
• Early Vision: Planning for exit even in the early years of growth

[08:12 – 18:49] Exiting on Purpose

• Succession Strategy: Hand-picking his successor with the intention
• Founder Ego: Wrestling with identity and letting go of being “the guy”
• Trust and Letting Go: Setting the team up for success post-transition
• The Real Timeline: Why a clean break was the healthiest move

[18:49 – 29:06] Impact Over Income

• Beyond the Check: How purpose played into exit planning
• The Perfect RIA: Building a second business to help others escape the grind
• Systems + Values: Operational freedom with a high-integrity culture
• Mission Alignment: The joy of helping others build lifestyle practices

[29:06 – 38:55] Life After Exit

• Rhythms Post-Exit: How Matthew structures his time now
• Avoiding the Void: Creating new challenges to stay engaged
• Family + Freedom: Prioritizing relationships and global experiences
• Reinvention: The exit isn’t the end, it’s the beginning of significance

[38:55 – 46:00] Advice for Founders

• Start With Why: Design your business with your life in mind
• Get a Coach: The power of external insight
• Exit Readiness: Don’t wait until burnout to start the process
• Leave a Legacy: Measure success by your impact, not just your income

Key Quotes:

“If willpower were enough, we wouldn't have this discussion. I need a forcing mechanism.”— Matthew Jarvis

“Successful people do things again and again. If I do those things, I’ll probably get similar results.”— Matthew Jarvis

Connect with Matthew!

Website: https://www.theperfectria.com

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

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Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned lessons on why most exits fail, the myths of passive income, and what truly makes wealth worth building.

If you're dreaming of leaving your W2 or already have, this conversation will shake your assumptions and refocus your purpose.

Press play and discover what it takes to build a life of freedom and fulfillment.

[00:00 – 04:57] Real People at the Edge of a Leap

• Investor intros: career paths and exit goals
• Common thread: W2 jobs and uncertainty
• Jerome sets the tone for real talk

[04:58 – 11:45] Jerome’s Exit Story

• Built a $20M division—then told to downsize
• Choose values over comfort and quit
• Faced with cash flow struggles with no plan

[11:46 – 20:59] Freedom Numbers & False Starts

• Most don’t know their real “freedom number.”
• Passive income takes time and capital
• Going from six figures to zero is a real risk
• Know what life—not lifestyle—costs

[21:00 – 34:15] Chief Everything Officer

• Startup life is messy, lonely, and intense
• You’ll do everything—from admin to investor calls
• Visibility is leverage, not vanity
• Faceless brands fail in today’s market

[34:16 – 48:15] Purpose Over Passive

• Real estate cash flow isn’t instant
• Wealth comes from exits and expertise
• Consulting often beats syndication
• Purpose fuels fulfillment; money alone doesn’t

[48:16 – 59:00] Doubt, Purpose & the Real Work

• Doubt lingers, even with a plan
• Mission matters more than ego
• Money without purpose leads nowhere
• We exit to do our real work

Key Quotes:

“The biggest mistake I made in my transition from an employee to a founder was trying to build a faceless brand.” - Jerome Myers 

“The only way your life ever matters is if you are positively impacting the lives of other people.” - Jerome Myers

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Julie Cole, co-founder of Mabel’s Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sister’s basement. She opens up about the unexpected acquisition, how her team navigated co-founder dynamics, and the emotional complexity of stepping back while staying connected to the brand.

Expect stories of scrappy beginnings, smart business moves, the real challenges of exiting with multiple partners, and how to redefine purpose after the deal is done. If you've ever wondered what success looks like on the other side of the sale, this conversation pulls back the curtain. 

[01:26 – 07:26] From Basement to Brand

• Intro & Vision: Julie introduces herself and the idea
• Bootstrapping: Four founders and personal drive kickstarted the venture
• Real Need: A product born from personal challenges
• Validation: Early word-of-mouth proved the concept

[07:26 – 16:44] Building the Machine

• Team Dynamics: Clear roles and communication were key
• Growth: Evolving from the basement to professional facilities
• Market Response: Early press and customer love validated the idea
• Scaling: Strategic hires helped avoid burnout and silos

[16:44 – 24:18] Exit Strategy in Real Time

• Acquisition Offer: Avery’s unexpected proposal turned real fast
• Valuation: Negotiated to reflect future growth
• Due Diligence: Smooth process with the right advisors
• Transition: Julie shifted to a brand evangelist role post-sale

[24:18 – 32:00] Life After Exit

• Identity Shift: Founders faced new emotional challenges
• New Paths: Some moved into coaching, real estate, and mentoring
• Relationship Changes: Less frequent, but meaningful connections remain
• Community: Speaking and mentorship filled the post-exit gap

[32:00 – 43:00] Legacy Building for Founders

• Plan Early: Your exit strategy shapes your growth
• Advisors Matter: Surround yourself with trusted experts
• Stay Focused: Avoid deal fatigue; keep the business thriving

Key Quotes:

“When you start your company, you should be thinking about your exit… That’s your JOB.” — Julie Cole

"Surround yourself with people who are smarter than you—and never try to navigate a sale on your own." — Julie Cole

Connect with Julie!

Website:  https://mabelslabels.com/

LinkedIn: https://www.linkedin.com/in/julie-cole-llb-ma-3794671/

Ready for your next chapter?

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Whether you're a seasoned entrepreneur or just getting started, this episode will equip you with the knowledge to make tax-smart decisions that align with your financial goals.

[00:00 - 06:42] The Importance of Proactive Tax Planning

• Avoiding Common Mistakes – Why waiting until tax season can cost you thousands
• Mindset Shift – Taxes are not just an annual burden but an ongoing financial strategy
• Collaboration is Key – Working with CPAs and financial advisors can uncover hidden opportunities

[06:43 - 14:28]  Maximizing Deductions & Reducing Liability

• Hidden Tax Savings – How to identify deductions that most professionals overlook
• Business Structuring – The impact of entity selection on tax efficiency.
• Retirement Contributions – Leveraging retirement accounts for long-term tax benefits
• 
  

[14:29 - 22:15]  Common Tax Myths Debunked

• Myth: "I’m Too Small for Tax Planning" – Why every income level benefits from strategy
• The Audit Fear Factor – Understanding IRS red flags versus legitimate deductions
• Write-Offs vs. Cash Flow – Why a deduction doesn’t mean "free money"

[22:16 - 30:04]  Long-Term Wealth Strategies Through Tax Planning

• Tax-Efficient Investing – Maximizing returns while minimizing tax burdens
• Estate & Legacy Planning – Setting up structures that benefit future generations
• Giving Strategically – How philanthropy and tax planning intersect

[30:05 - 38:51]  Practical Steps to Implement Right Now

• Reviewing Past Returns – Uncovering missed deductions and amending returns
• Quarterly Tax Planning – Avoiding surprises and optimizing cash flow
• Building a Tax Strategy Team – Why collaboration creates the best outcomes

Key Quotes:

"Tax planning isn’t about avoiding taxes—it’s about paying exactly what you owe, not a penny more." - Steven Jarvis

"The best way to get ahead on taxes is to think about them long term." -  Steven Jarvis

🚀 Ready to Take Control of Your Exit Strategy? 🚀

Don't leave your business exit to chance! Join The Ultimate Exit Playbook and gain the insights, strategies, and tools to build a profitable, stress-free exit plan. Whether you're years away or planning your next big move, this event is your roadmap to success.

Avail your spot now! 👉 https://theperfectriaevents.com/06-02-25-ultimate-exit-playbook

Connect with Steven!

Website: https://retirementtaxservices.com/

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

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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 Learn how to avoid the everyday post-exit struggles and step confidently into your next chapter.

[00:00 - 06:45] The Founder’s Exit Paradox

• Exiting a business isn’t just a financial transaction—it’s a personal transformation.
• Many founders assume wealth will bring fulfillment, but the reality is often differen.t
• The sudden loss of structure, identity, and purpose can be overwhelming
• Planning beyond the financials and preparing for emotional shifts is the key to a successful exit

[06:46 - 15:58] The Wealth & Purpose Trap

• Financial freedom doesn’t automatically provide meaning or direction
• Without a structured plan, founders either jump into distractions or drift aimlessly
• True fulfillment comes from intentionally designing a life that aligns with personal values
• Success and fulfillment are different— wealth doesn’t guarantee happiness

[15:59 - 25:22] Identity Crisis: Who Am I Without My Business?

• Your business shaped your daily routine, social circles, and sense of significance.
• Post-exit, many founders struggle with a loss of identity
• Some overcorrect by launching another company too soon, while others remain limbo
• The key is to separate your identity from your business before the exit

[25:23 - 37:44] The Six Centers of Doubt

• Founders experience post-exit uncertainty in six key areas
• Preparing for these challenges in advance prevents post-exit regret

[37:45 - 47:20] Designing a Fulfilling Next Chapter

• Avoid the trap of waiting until after the exit to figure out what’s next
• Define what success looks like beyond financial wealth
• Structure your post-exit life intentionally—focus on contribution, growth, and purpose
• Take the Exit Readiness Assessment to prepare for a smooth transition

Key Quotes:

“Freedom without purpose is just emptiness.” - Jerome Myers

“Success and fulfillment are not the same—you can win the game and still feel like something is missing.” - Jerome Myers

“When money is no longer the problem, you realize how many of your real challenges were never about money in the first place.” - Jerome Myers

Ready for your next chapter?

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If you’re planning an exit or struggling with what comes next, this episode is your guide to designing a fulfilling next chapter.

[00:00 - 01:15] Introduction: The Emotional Toll of Selling Your Business

• Exiting a business isn’t just financial—it’s personal and emotional
• Many founders feel lost, questioning their identity after selling
• This episode uncovers what happens emotionally after an exit

[01:16 - 03:09] The Six Centers of Doubt Every Founder Faces

• Self-Image: “Who am I without my business?”
• Relationships: “Do I still belong if my network was tied to my company?”
• Work: “I need something to do, but what?”
• Health: “I sacrificed my well-being—can I fix it now?”
• Prosperity: “I have time and money, but am I using them wisely?”
• Significance: “What is my impact beyond the business I built?”

[03:10 - 04:44] Why 75% of Founders Regret Their Exit

• Without a clear post-exit vision, many founders fall into one of two traps
• A company doesn’t automatically bring fulfillment—it must be intentionally designed

[04:45 - 06:00] The Four-Step Process to Exit with Clarity

• Nourish: Take time to recover and reflect
• Explore: Identify what truly excites and fulfills you
• Evaluate: Test new paths before committing too soon
• Transcend: Step thoroughly into your next chapter with confidence

[06:01 - 06:54] Taking Action: Designing Your Next Chapter

• The key to a successful exit is preparing beyond financials
• Jerome’s Exit Readiness Assessment helps founders determine if they’re genuinely exit-ready
• Instead of suffering in silence, founders should proactively plan for their next phase

Key Quotes:

“The moment you sell, you’re not just exiting a company—you’re exiting an identity.” - Jerome Myers

“You either design your next chapter with intention or drift into regret.” - Jerome Myers

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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You sold your business… now what?

No one warns you about the identity crisis, the void, or the doubts that creep in after the deal is done. 75% of entrepreneurs regret their exit but it doesn’t have to be that way.

In this episode, I break down the hidden costs of selling and share my four-step framework to help you navigate what’s next with clarity and purpose.

Don’t let your exit become your regret.

🎧 Listen now:

#BusinessExit #LifeAfterExit #BeyondTheDeal

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[00:00 - 01:00] Introduction & The Five Scars of Success

• A reminder to check in on others.
• Success is often shaped by personal struggles.
• Exiting a business is about more than money.

[01:01 - 03:00] Scar #1: Conditional Love

• Achievementis tied to receiving love.
• Creates a need for external validation.
• Must redefine self-worth beyond success.

[03:01 - 04:30] Scar #2: Suicidal Ideation

• High-pressure success leads to dark moments.
• Many founders struggle in silence.
• Support systems are crucial.

[04:31 - 06:00] Scar #3: Financial Ruin

• Many experience major financial loss.
• Fear of failure fuels relentless drive.
• Rebuilding is possible with resilience.

[06:01 - 07:30] Scar #4: Near-Death Experience

• Facing mortality changes perspective.
• Creates urgency to leave an impact.
• Can lead to overworking and burnout.

[07:31 - 09:00] Scar #5: Early Loss of a Loved One

• Loss fuels the drive for legacy.
• First businesses often aren’t true legacies.
• Purpose must go beyond financial success.

[09:01 - 11:00] How These Scars Affect Exiting a Business

• More scars make letting go harder.
• Identity is often tied to business.
• Exits should be about fulfillment, not loss.

[11:01 - 12:30] Moving Forward: Healing & Redefining Success

• These scars shape, but don’t define, us.
• Healing means using them as fuel.
• The exit is just the start of something greater.

Key Quotes:

“Healing isn’t about forgetting the scars—it’s about using them to fuel your next chapter.”

“Most founders don’t realize that their first business isn’t their legacy; it’s what they build after they exit.”

Ready for your next chapter?

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Tune in to gain the confidence and strategies to embrace change and turn uncertainty into opportunity.

[00:00 - 03:14] - The Power of Support & Mindset Shifts

• Purpose, values, and gifts define contributions
• Support systems are essential for growth
• Mindset impacts success

[03:15 - 12:29] - Navigating Divorce and Financial Transitions

• Divorce is both emotional and financial
• Plan for financial stability post-divorce
• Avoid emotional spending

[12:30 - 24:39] - Redefining Success: Money as a Tool, Not Security

• Money offers stability, not identity
• Financial habits shape outcomes
• True success aligns with values

[24:40 - 35:49] - Avoiding Burnout and Planning Your Exit

• Burnout signals need for change
• Build a business with an exit plan
• Seek support for smoother transitions

[35:50 - 44:19] - Financial Runway & Business Success

• Businesses take time and money
• Have at least a one-year financial cushion
• Align business and personal finances

[44:20 - 49:26] - Creating a Business by Design, Not Default

• Business models should align with goals
• Core values guide strategy
• Growth comes from learning and mentorship

Key Quotes:

"If you can dream it, you can achieve it." – Michelle Jacobik

"A business built for cash flow alone is a trap. A business built to exit is freedom." – Michelle Jacobik

Connect with Michelle!

Website: https://michellejacobik.com/

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

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

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He shares hard-hitting insights on the Founder’s Exit Paradox and why delaying the conversation about “what’s next” can leave you lost, unfulfilled, or even financially vulnerable. Jerome explores the excuses founders tell themselves, the four unexpected reasons entrepreneurs are forced to exit, and the ultimate question every business owner should ask: If you only had six months left before you had to exit, what would you do differently today?

[00:00 - 02:44] The Exit Paradox: The Dangerous Myth That’s Holding You Back

• Waiting too long to plan leads to regret
• Exit is a transition, not the end
• Are you exiting from or to something?

[02:45 - 008:51] The Three Excuses Founders Use to Delay Their Next Move

• “I’m too busy.” Avoiding the future creates problems
• “I don’t know what’s next.” Clarity comes from action
• “I love what I do.” Staying too long can cost you

[08:52 - 13:48] The Four Unexpected Reasons Founders Are Forced to Exit

• Burnout: Overworking leads to exhaustion
• Death/Disease: Without you, does your business survive?
• Divorce: Work-life imbalance strains relationships
• Market Forces: Timing impacts exit success

[13:49 - 16:57] Exit Planning as a Responsibility, Not an Afterthought

• Businesses relying on founders are worth less
• Liquidity creates freedom and security
• Innovative founders build self-sustaining companies

[16:58] The Critical Question Every Founder Must Ask

• What would you prioritize with six months left?
• The Exit Readiness Assessment reveals blind spots
• Take action before time forces your hand.

Key Quotes:

“If you had six months before your exit, what would you do differently today?” - Jerome Myers

“The biggest lie founders tell themselves is, ‘I’ll figure it out when the time comes.’” - Jerome Myers

Ready for your next chapter?

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Jerome Myers sits down with Drew Boyer, author of Hip Hop & Finance, to explore the financial lessons hidden in hip-hop. From MC Hammer’s financial downfall to 50 Cent’s unexpected business acumen, this conversation unpacks the actual cost of economic ignorance, and the mindset shifts needed to build lasting wealth. Expect powerful stories, hard-earned wisdom, and a fresh perspective on personal finance that blends music, culture, and money in a way you’ve never heard before.

[00:00 - 00:59] The Inspiration Behind Hip Hop & Finance

• Jerome introduces Drew and his book
• How hip-hop lyrics teach financial lessons
• Drew’s journey from drummer to finance
• Why financial education should be accessible

[03:00 - 08:49] The Psychology of Money & Breaking Free from Debt

• How early money habits shape life
• The impact of comparison culture
• Drew’s experience with debt
• Recognizing and correcting money mistakes

[08:50 - 14:54] Celebrity Money Mistakes: MC Hammer & 50 Cent

• MC Hammer’s $72M downfall
• 50 Cent’s vitamin water deal vs. bad investments
• The hidden costs of luxury homes
• The need for truth-tellers, not yes-men

[14:55 - 21:44] What to Do With a Windfall & Avoiding Lifestyle Inflation

• Innovative steps for handling sudden wealth
• Why financial professionals matter
• Delayed gratification vs. impulse spending
• Investing in experiences and assets

[21:45 - 33:19] Estate Planning & Protecting Your Legacy

• The chaos of dying without a will
• Lessons from Tupac, Mac Miller, and Takeoff
• Setting up trusts and legal documents
• Bob Marley’s estate planning mistake

[33:20 - 40:00] The Key to Financial Success: Education & Patience

• Why financial literacy is key
• The power of patience and long-term thinking
• Controlling emotions in financial decisions
• Understanding money before you have it

Key Quotes:

"Some people spend their whole lives working hard but never learn to make money work for them." - Drew Boyer

"The only person you should ever compare yourself to is who you were a year ago." - Drew Boyer

Connect with Drew!

Website: https://hiphopxfinance.com/

LinkedIn: https://www.linkedin.com/in/drew-w-boyer-cfp/

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Expect real talk on resilience, competition, and finding purpose beyond business. Walter and Jerome Myers break down why some thrive post-exit while others struggle—and how to make sure you’re on the right path. Listen now to discover what makes success truly meaningful.

[00:00 - 04:55] - The Nature of Happiness & Purpose

• Happiness is fleeting, not a permanent state
• It’s a byproduct of meaningful work, not wealth
• Chasing money without purpose leads to dissatisfaction

[04:56 - 07:30] - Competitive Mindset & Personal Growth

• Walter’s sports background shaped his resilience
• Self-competition builds long-term success
• Physical challenges enhance mental toughness

[07:31] - Building a $500M Business in Four Years

• Led Blackhawk Network, pioneering the gift card industry
• Secured multi-year exclusivity deals before competitors reacted
• Growth came from a mix of timing, execution, and partnerships

[16:00 - 24:15] - The Exit Paradox: What Happens After the Liquidity Event?

• Many founders face identity loss post-exit
• Financial success doesn’t guarantee purpose or fulfillment
• Those without purpose often struggle with post-exit happiness

[24:16] - Finding the Right Problem to Solve

• Solving the wrong problem leads to wasted effort
• Small bets provide valuable insights
• Grit matters, but only in the right direction

[32:00 - 41:29] - Transitioning to Coaching & Advising

• Walter shifted from operator to advisor
• Helps CEOs build strong company cultures
• Loving your work is key to long-term fulfillment

Key Quotes:

“Happiness isn’t something you chase; it’s a byproduct of living with purpose.” – Walter Paulsen

“Small bets that don’t work out can be valuable because they show you where not to go.” – Walter Paulsen

Connect with Walter!

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

Ready for your next chapter?

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Whether you're considering an exit or already on the other side, this episode will help you find purpose beyond the payday.

[00:00] The Founder’s Exit Paradox

• Exits aren’t just financial—they're emotional transformations
• Many founders feel unexpected emptiness after selling
• Your next move matters—success isn’t just about money

[02:00] The Harsh Reality of Selling a Business

• Only 2 in 10 businesses that list sell
• Most founders assume buyers will line up—but they won’t
• Sellability matters—plan ahead or risk regret

[04:00] The Emotional Rollercoaster

• Exiting brings loss, grief, and identity shifts
• Many founders fear what’s next and hesitate to sell
• Clarity is key—know where you're going before you exit

[06:00] Why Money Isn’t Enough

• Money can’t replace purpose and fulfillment
• Founders struggle with self-image, relationships, and significance post-exit
• Avoid regret—build a meaningful next chapter

[08:00] Exit to Excellence: Finding Your Next

• Jerome introduces his book, Exit to Excellence
• Every founder needs support and strategy post-exit
• Plan intentionally—don't just leave, step into something bigger

Key Quotes:

“Only two out of ten businesses that get listed actually sell.”  - Jerome Myers

“Your next move should be intentional. Plan for fulfillment, not just a payday.” - Jerome Myers

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Whether you're planning to sell your business or simply want to reclaim your time, this episode offers actionable insights to ensure your business works for you, not the other way around.

[00:00 - 07:28] The Power of Documentation

• Processes are key to scalability and freedom
• Knowledge transfer ensures continuity
• Documented processes can double business value

[07:29 - 12:56] Building a System-Driven Culture

• Processes must be implemented, not just written
• Accountability ensures systems are followed
• Onboarding can be reduced from months to weeks

[12:57 - 18:24] Process Mapping and Simplifying Complexity

• Process mapping reveals inefficiencies
• Improved communication reduces delays
• Consistency builds internal and external trust

[18:25 - 24:36] Timing Is Everything: When to Document Processes

• Start with sales and marketing when new
• Documenting helps refine evolving systems
• Proof of concept ensures processes work

[24:37 - 32:48] Scaling, Legacy, and Freedom

• Processes free founders from daily operations
• Buyers value businesses with documented systems
• Adi scaled her team by documenting her own processes

Key Quotes:

"There is always a process for everything. It’s simply a matter of capturing it and then creating it." – Adi Klevit

"When you hire someone, they need to know what to do. A documented process ensures they can replicate success every single time." – Adi Klevit

Connect with Adi!

Website: https://bizsuccesscg.com/

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

Contact Number: 503-662-2911

Ready for your next chapter?

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passions, and legacy.

If you’re ready to shift from being indispensable in your business to becoming a legacy builder with a life of purpose and fulfillment, this conversation will show you how. Listen now to discover the mindset and strategies that can transform your journey.

[00:00 - 10:32] Seasons of Entrepreneurship

• Embrace the chaos of early entrepreneurship.
• Forget balance; focus on a blended life.
• Efficiency grows by knowing your strengths.

[10:33 - 20:48] Mastering Efficiency and Delegation

• Review tasks to find what aligns with your strengths
• Delegate low-value activities to save time
• Focus on high-impact tasks for growth

[20:49 - 30:44] Creating Transferable Business Value

• Build systems so your business runs without you.
• Create recurring revenue for sustainability
• Make your business scalable and investor-ready

[30:45 - 40:28] The Fulfillment Equation: Life After Exit

• Define your purpose with unlimited time and resources
• Find identity outside of your business
• Fulfillment comes from serving and leaving a legacy

[40:29 - 50:21] Legacy Beyond Business

• Build systems that empower others
• Prioritize relationships and mentorship
• Align your work with your core values

Key Quotes:

“There’s no such thing as balance; there’s a blended life where you’re present in every season.” - Justin Goodbread

“If you had unlimited time and resources, what would you do tomorrow that you’re not doing today?” - Justin Goodbread

Connect with Justin!

YT Channel: https://www.youtube.com/@JustinGoodbread

Instagram: https://www.instagram.com/justingoodbread

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

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Listeners will learn the art of creating a strong online presence, hiring A-players who drive excellence, and understanding the key differences between branding and marketing. Expect actionable insights on how your reputation can influence business valuation, attract the right opportunities, and secure long-term growth.

[00:00 - 03:04] A Million-Dollar Wake-Up Call

• Waking up is worth more than a million dollars
• Adopting the "best day of my life" mindset
• Resilience and positivity are keys to success

[03:05 - 07:04] From Shoveling Snow to Sitting on Boards

• Dave’s snow-shoveling business and early teamwork
• Discovering entrepreneurial instincts
• Partnering with Kevin Harrington from Shark Tank

[07:05 - 14:31] Building Dream Teams and A-Players

• Hiring A-players and defining their traits
• Building a purpose-driven culture
• Fostering continuous improvement in teams

[14:32 - 25:15] The Difference Between Branding and Marketing

• Marketing is what you say; branding is what others say
• The "city block" analogy for reputation management
• Importance of online visibility and trust

[25:16 - 35:19] Reputation’s Impact on Business Valuation

• Reputation accounts for 20% of a company’s valuation
• Challenges in hiring for poorly reputed companies
• Building trust for long-term business success

[35:20 - 47:52] Lessons in Lifelong Learning and Resilience

• Lifelong learning, persistence, and curiosity
• Resilience as a cornerstone of growth
• Dave’s mantra: "Act like waking up is worth a million dollars"

Key Quotes:

"If waking up tomorrow is worth more than a million dollars, act like it." - Dave Fulk

"You don’t hire A-players just to do a job; you hire them to challenge the status quo." - Dave Fulk

Connect with Dave!

Website:https://www.davefulk.com/

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

Ready for your next chapter?

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 Whether you're planning your next step or simply curious, this episode invites you to step into a future aligned with your dreams.

[00:00 - 02:07] Welcome & Overview

• Introduction to Jerome Myers, host Matt Halloran, and the concept of life after business exits
• The purpose of the NEO Transition Assessment is to understand post-exit challenges

[02:08 - 06:07] Origins of the Assessment

• Why did Jerome develop the assessment and its unique focus on exits as transformational opportunities?
• Insight into the emotional and strategic hurdles of life transitions

[06:08 - 10:15] The Matrix & Archetypes Explained

• The influence of The Matrix on the six archetypes: Neo, Oracle, Morpheus, Trinity, Architect, and Agent Smith
• How these archetypes create a shared language for growth and coaching relationships

[10:16 - 20:59] Exploring the Archetypes in Depth

• Characteristics of each archetype and their relevance in handling change and uncertainty
• Jerome’s reflection on his Morpheus archetype and its guiding role

[21:00 - 29:02] The Six Centers of Doubt

• Self-image, relationships, work, health, prosperity, and significance: the key areas impacted during transitions
• How the NEO Transition Assessment offers personalized insights for navigating these challenges

[30:03 -35:12] Who Should Take the Assessment?

• This assessment is valuable for anyone at a crossroads, especially entrepreneurs preparing for an exit
• The importance of clarity and preparation in navigating the Founders Exit Paradox

Key Quotes:

"The Neo Transition Assessment helps uncover the tools you need to navigate what's next with confidence." - Jerome Myers

"Stepping into the wilderness of the unknown is where true growth begins." - Jerome Myers

Ready for your next chapter?

Start Your Assessment Now 👉 https://theexitparadox.com/assessment

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

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Ready to discover what’s next for you? Listen to Your Next and begin your journey to excellence. Tune in now!

[00:00 - 03:04] Opening Thoughts and Eradicating Suffering

• Introduction to the concept of exiting to excellence
• Why is the founder suffering post-exit unnecessary?
• Jerome’s mission is to help founders avoid regret and transition purposefully

[03:05 - 08:16] Introducing the NEXT Framework

• The NEXT framework stands for Nourish, Evaluate, Explore, and Transcend
• Nourish: Recognize accomplishments and assess transferable skills
• Evaluate: Conduct a gap analysis and strategize resource deployment

[08:17 - 14:08] Exploration and Overcoming the Exit Paradox

• Explore: The journey of refining goals amidst uncertainty
• The role of identity separation between founders and their businesses
• Transcend: Becoming the next best version of yourself post-exit

[14:09 - 21:04] The Eight Exits of a Founder

• From leaving corporate America to achieving work-optional status
• Chairman of the Board: A crucial intermediary step before full exit
• Building a post-exit portfolio for financial sustainability and purpose-driven philanthropy

[21:05 - 28:48] Designing a Legacy

• Shifting focus from financial gain to lasting legacy
• Insights into avoiding existential crises post-exit
• How Jerome’s framework ties into his book, coaching program, and podcast evolution

Key Quotes:

"Exiting isn't the end; it's a portal to your personal evolution." - Jerome Myers

"Your legacy starts where your business ends." - Jerome Myers

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Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 

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They explore the differences between manipulation and persuasion, dive into practical techniques for improving communication, and reflect on how engaged listening can create meaningful relationships, foster understanding, and even combat loneliness. Whether you're a leader, a salesperson, or someone seeking richer connections, this episode offers actionable insights for a more intentional approach to listening.

[00:00 - 05:48] The Power of Listening

• Difference Between Manipulation and Persuasion: Techniques overlap, but intent defines their ethical use
• Listening as a Skill: It’s not just innate-like a muscle, it requires deliberate practice
• Foundations of the Book: Inspired by personal experiences and a passion for communication

[05:49 - 12:15] Archetypes of Listening

• Skydivers vs. Scuba Divers: Depth and style of engagement vary by individual
• Practical Applications: Tailoring communication depth to the audience
• Listening as Observation: Recognizing others' styles to foster better interactions

[12:16 - 18:39] Engaged Listening in Action

• The Concept: Inspired by Thich Nhat Hanh’s engaged Buddhism, applied to listening
• Types of Listening: Understanding and practicing seven styles for fluid communication
• The Power of Presence: Techniques like eye contact, pace adjustment, and active empathy

[18:40 - 26:07] Listening to Persuade

• Persuasion vs. Manipulation: Using listening ethically to guide and inspire
• Stories of Contrast: Lessons from Matt’s manipulative father vs. empathetic mother
• Leadership Implications: Making team members feel heard fosters loyalty and productivity

[26:08 - 34:54] Addressing Loneliness through Listening

• Loneliness Epidemic: Especially among men, due to societal expectations
• Social Media’s Void: The lack of authentic engagement online
• Solutions Through Listening: Building deeper relationships by practicing vulnerability and presence

Key Quotes:

“Listening well is directly tied to the level of self-awareness you have.” – Jerome Myers

“Stop listening to respond and learn how to listen to listen.” – Matt Halloran

Connect with Matt!

Website: https://proudmouth.com/

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

Book (Shut the F** Up and Listen):  https://a.co/d/7H0M452

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

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Tune in to uncover strategies for self-actualization and legacy building, ensuring you're not just surviving your next phase but thriving with purpose and clarity. 

[00:00 - 07:22] Self-Reflection and Personality Assessments

• Importance of self-reflection in personal and professional growth
• Introduction to a new personality assessment tool designed for individuals post-business exit
• Comparison of this tool with traditional assessments like Myers-Briggs

[07:23 - 15:35] Developing and Utilizing the Personality Tool

• Insights into the development process of the personality tool
• Explanation of the six archetypes within the tool: Neo, Morpheus, Trinity, Oracle, Architect, and Agent Smith
• Real-life applications of the tool in understanding post-exit challenges

[15:36 - 24:22] Archetypes and Their Impact on Post-Exit Life

• Deep dive into the six archetypes and their relevance to users
• How these archetypes help predict and align with post-exit realities
• Stories and examples illustrate the practical use of these archetypes in real-world scenarios.

[24:23 - 32:01] Feedback and Adjustments to the Tool

• Feedback from initial users and subsequent adjustments to the tool
• Discussion on the absence of negative traits in the assessment will focus on strengths
• The tool’s role is to aid users in navigating their new identities and futures

[32:02 - 37:07] Closing Thoughts and Call to Action

• Encouragement to embrace the assessment for personal clarity and preparation for the future
• It is important to understand one's deeper self through the evaluation
• Final thoughts on the potential impact of the tool on listeners' lives and futures

Key Quotes: 

"The most successful people in the world, not just in business but in life, spend a substantial amount of that life in self-reflection, understanding who they are and what makes them tick." - Matt Halloran

"Even though you are exiting your business, the anchors of your personality aren't going to go away." - Jerome Myers

Connect with Matt!

Website: https://proudmouth.com/

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

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning.

[00:00 - 04:51] Small Shifts, Big Impact

• Tiny decisions, significant changes: Small shifts lead to significant outcomes
• Sri Lanka insights: Lessons from family businesses
• Legacy views: U.S. vs. Sri Lankan perspectives

[04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox

• Legacy pushback: Some resist the concept of legacy
• Identity struggle: Entrepreneurs find it hard to separate from their business
• Exit challenge: Unraveling identity is necessary but difficult

[10:08 - 15:28] Shedding Business Identity

• The descent: Shedding business identity like layers
• New passions: Sri Lankan entrepreneur pursues racing
• Exploring purpose: Finding passions outside of work

[15:29 - 22:00] Passion Projects and Creating Value

• Passions to legacies: Passion projects leave a lasting mark
• Rewarding work: Passion-driven efforts can be more fulfilling
• Purpose focus: Solve bigger problems after exiting

[22:01 - 28:15] The Importance of Exit Planning

• Exit strategy: Critical like estate planning
• Three exit options: Sell, close, or pass down
• Avoid chaos: Poor planning leads to messy transitions

[28:16 - 33:16] Final Thoughts and Next Steps

• Think ahead: Plan long-term for your exit
• Reverse success: Work backward from your goal
• Assessment insights: Jerome’s tool helps business owners prepare

Key Quotes:

 “Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran

 “Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers

Connect with Jerome!

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

Instagram: https://www.instagram.com/coachjeromemyers/

Post Exit Personality Assessment

Link: https://theexitparadox.com/assessment

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

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Through powerful stories and practical strategies, Alan reveals how giving authentically and embracing your individuality can open doors to opportunities and deeper relationships. Tune in to uncover how to harness your uniqueness and create a brand that truly reflects who you are.

[00:00 - 03:35] The Power of Personal Branding

• Personal branding builds trust quickly and fosters meaningful connections
• "Speed of trust" through personal branding leads to deeper relationships
• Finding your uniqueness is key to serving others effectively

[03:36 - 11:11] Discovering Your Brand DNA

• Start with introspection to uncover your unique qualities
• The "Brand DNA" exercise aligns self-perception with how others see you
• Authenticity is crucial—stop wearing "masks" and embrace your true self

[11:12 - 18:23] Giving as a Brand Philosophy

• Adopt a "give, give, give" mindset in a world focused on transactions
• Knowing your audience and balancing interactions with "takers" is essential
• Authentic giving builds trust and creates a lasting impact on others

[18:24 - 25:45] Overcoming Fear and Taking Action

• Fear is irrational—most concerns never materialize
• Begin small: start with comments and engagement to ease into content creation
• Practice builds confidence; you don’t need perfection to make an impact

[25:44 - 42:59] Practical Strategies for Branding

• Batch content creation to maintain consistency and improve efficiency
• Match your content format to your platform for optimal engagement

[42:00 - 47:24] What’s Next for You?

• Personal branding unlocks potential, not just visibility
• Leaders and entrepreneurs should see branding as a tool for impactful transitions
• Begin with small steps; grow and refine as you gain confidence

Key Quotes:

"Your personal brand is what people say about you when you’re not in the room." - Alan McLaren

"If you don’t do anything, nothing will change. The first step is always yours to take." - Jerome Myers

Connect with Alan!

Website: https://strataoriginals.com/

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

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

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This provocative question sets the stage for an enlightening conversation between Jerome Myers and Dr. Daniel Crosby, a leading authority on behavioral finance. Together, they unpack the paradox of wealth, exploring why money often feels like the ultimate goal yet rarely delivers the satisfaction we expect.

Through stories, scientific insights, and practical frameworks like the PERMA model for human flourishing, the discussion reveals the hidden costs of chasing financial success and the transformative power of aligning wealth with purpose, relationships, and growth.

[00:00 - 06:32] Liquid Happiness: The Psychology of Money

• Money is valued for its measurability
• We treat money like "liquid happiness"
• Achieving financial goals often feels hollow

[06:33 - 16:08] The PERMA Model: A Framework for Flourishing

• Positive emotions and engagement foster happiness
• Relationships and meaning are essential for growth
• Losing purpose post-exit impacts well-being

[16:09 - 30:28] The Biology of More: Why We Strive Relentlessly

• Evolution drives us to want more
• Hedonic adaptation makes wealth less impactful
• Pursue meaningful goals for lasting joy

[30:29 - 39:52] Money and Happiness: What the Research Reveals

• Happiness increases with income up to $100,000
• Spending on experiences and giving brings joy
• Avoiding unpleasant tasks boosts satisfaction

[39:53 - 50:08] Aligning Wealth with Purpose: The Path to True Fulfillment

• Purposeful spending leads to better decisions
• Wealth should deepen relationships and growth
• Reflecting on “why” enriches outcomes

Key Quotes:

"Generosity is the path to abundance—it’s true in every major faith and backed by psychological research." - Dr. Daniel Crosby

“The key isn’t wanting less—it’s wanting differently." - Dr. Daniel Crosby

Connect with Dr. Daniel!

Website:https://www.linkedin.com/in/danielcrosby

Book: The Soul of Wealth -  https://a.co/d/47R5m5X (Amazon)

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Join Jerome and Charlie to learn how to build genuine, lasting trust. Listen now for insights you can use in every relationship.

[00:00 - 08:08] - Building a Trusted Advisor

• Trust as Reciprocal: Trust requires risk from both sides
• The Trust Equation: Credibility, Reliability, Intimacy, Self-Orientation
• Focus on Others: Self-orientation can hinder trust

[08:09 - 15:08] - Exploring Intimacy in Trust

• Importance of Intimacy: Crucial for trust-building
• Gender and Trust: Women excel in intimacy scores
• Trusted Professions: Nurses' top trust rankings

[15:09 - 22:16] - Creating and Selling Trusted Advisor Associates

• Genuine Trustworthiness: Focused on real trust over image
• Contract-Free Sale: Sold the business based on trust alone
• Trust-Based Sales: Prioritizing trust over brand

[22:17 - 32:08] - Scaling a Trust-Based Business

• Replicable Model: Built a framework for others to use
• Transitioning Leadership: From “Charlie Show” to a team-based model
• Pricing Strategy: Premium for senior expertise

[32:09 - 39:14] - Reflections on Trust and Legacy

• New Ventures: Launching Breaking Good for storytelling
• Trust in Life: The lasting value of trust
• Parting Advice: Adaptability and staying true to values

Key Quotes:

"Ad agencies don’t create the most enduring brand—it’s built by people who live the values." - Charlie Green

"You can have all the credibility in the world, but without true connection, trust falls short." - Jerome Myers

Connect with Charlie!

Website: https://trustedadvisor.com/

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

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Tune in to hear this honest and inspiring exploration of what it truly means to “make it” in life and business.

[01:20 - 05:19] The Birth of a Business

• David’s beginnings: launching his agency in 2008 without any exit strategy
• Navigating the Financial Crisis with a Lean Startup Model
• How early expertise in Google advertising became a differentiator

[05:20 - 12:59] Scaling Through Relationships and Reputation

• Building a client base through connections with venture capitalists
• David’s “triangulation” strategy for becoming a top choice in Silicon Valley
• Learning to create new categories to become the best in a niche

[13:00 - 19:32] Facing the Challenges of Rapid Growth

• Hiring challenges and learning to delegate: David’s first hire turned partner
• Acquiring complementary skills through smart hires and acquisitions
• How scaling strained the agency’s unique culture and original goals

[19:31 - 37:33] The Sale, Buyback, and Resale: A Rollercoaster of Exits

• Selling to a strategic buyer, only to buy back the business and scale again
• The stresses of managing earnouts, valuations, and investor relations
• Navigating the identity crisis and emotional turmoil post-exit

[37:44 - 53:50] Finding Purpose After the Exit

• David’s journey through burnout and Self-reflection post-sale
• Embracing yoga, meditation, and philanthropic ventures for fulfillment
• Lessons on redefining self-worth beyond career achievements

Key Quotes

“I learned in the client services world that a good relationship with bad results is better than a bad relationship with good results.”​ - David Rodnitzky

"Many people don’t know that transcendence exists... it’s not really about the money; there’s so much more to life than that." - Jerome Myers

Connect with David!

Website: https://www.3qdept.com/

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

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Listen in as Alex and Jerome Myers discuss how money can amplify who we are and explore what it takes to build a meaningful legacy. Join us to gain valuable insights on transforming success into a powerful force for good.

[02:00 - 09:15] Understanding True Identity Beyond Career

• Building a personal identity separate from professional roles
• Recognizing the value of family, faith, and friendships
• Knowing the difference between who you are and what you do

[09:16 - 17:55] The Four Phases Post-Exit

• Honeymoon: The initial joy and freedom post-exit.
• Loss: Coping with feelings of purposelessness
• Experimentation: Exploring new interests to find meaning
• Reinvention: Discovering a new direction and purpose

[18:56 - 27:35] Lessons from Building and Selling Divi

• Reflecting on the growth and exit journey of Divi
• Leveraging business strengths to get the best deal
• Managing personal identity changes after the exit

[27:36 - 34:47] The Concept of a “Factory for Good”

• Using wealth and influence for positive societal impact
• Shifting the “factory output” from money to good
• Setting boundaries to prevent entitlement within family wealth

[34:48 - 38:26] Cultivating Independence and Purpose in the Next Generation

• Instilling financial responsibility through “The Bank of Mom and Dad”
• Encouraging self-reliance to prevent entitlement
• Building a meaningful legacy through community and family values

Key Quotes:

"We owe it to ourselves and our families to use success as a factory for positive change." – Alex Bean

"Money shouldn't be the only output. We should create an output that improves the human experience." - Jerome Myers

Connect with Alex!

Website: https://freshconsulting.com/

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

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Expect to uncover why genuine impact often outweighs income and how living aligned with your purpose can make every encounter meaningful. Tune in to discover how you can create a life that resonates with significance.

[00:00 - 01:19] Setting the Scene: Seeking Significance

• Reflecting on the power of community and shared values
• Success, for Jerome, means making a positive impact
• Invites listeners to pursue big dreams and self-actualization

[01:20 - 05:03] Reflections from Hawaii: Time and Legacy

• The family trip provides space to unplug and reflect
• The “Losing your marbles” exercise underscores time’s value
• Shares a story about keeping promises and dependability

[05:04 - 10:23] Self-Identity and Standards

• Discusses how self-image shapes behavior
• Encourages setting personal standards as a “thermostat”
• Importance of showing up intentionally for others

[10:24 - 17:51] Wealth, Giving, and Return on Life

• Balancing time, talent, and treasure in life
• Advocates for giving and witnessing impact firsthand
• Shifts focus from wealth to meaningful experiences

[17:52 - 22:31] Running Your Race

• Emphasizes concentration on personal goals, not comparisons
• Lessons from his journey highlight patience and perseverance
• Stresses valuing the journey over rushing to the end

[22:32 - 24:10] Preparing for Mastermind: Building a Legacy

• Jerome invites listeners to his upcoming mastermind
• Importance of growth through shared insights and community
• Reaffirms the value of pursuing dreams and building legacy

Key Quotes:

Run your race. Keep your eye on your prize. Once you start looking left and right, you’ll get distracted and may miss your opportunities and your mark. - Jerome Myers

Imagine calling yourself prosperous when you have a lot of money but lack time or the ability to use your talents. - Jerome Myers

Connect with Jerome!

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

Instagram: https://www.instagram.com/coachjeromemyers/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

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Listen to this episode to hear Robert’s insights on creating a thoughtful exit plan that prioritizes personal well-being and business success.

[00:00 - 03:03] Welcoming Robert and Intentional Focus

• How perception shifts with an intentional focus in business and life
• Setting the stage for discussions on business exits and transitions

[03:04 - 08:07] Robert’s Exit Strategy and Succession Planning

• Phased exit from Acceleration Partners and preparing personally
• Steps Robert took to ensure a smooth, ego-free leadership handover

[08:08 - 16:31] Finding the Right Financial Partner

• Criteria for selecting the right financial partner for growth
• It is important to align values and cultural fit with the company’s future

[16:32 - 24:45] The Emotional Impact of Exiting

• Coping with the loss of leverage and identity after stepping down
• Robert found a new purpose through writing and speaking

[24:46 - 34:59] Health and Well-Being After Deceleration

• The mental and physical toll of slowing down after years of hustle
• Practical advice for founders managing this transition

[35:00 - 45:07] Lessons and Final Thoughts

• How time off improved Robert’s well-being and shifted his focus
• The importance of health, family, and planning for the future

Key Quotes:

“The people who thought they could just walk away on day one are usually unhappy. You need to plan a gradual exit.”  - Robert Glazer 

“When I realized I didn’t want to run this business forever and it was getting too big, I knew I needed a partner to allow for a gradual drawdown.”  - Robert Glazer 

Connect with Robert!

Website:https://robertglazer.com/

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

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Ready to find out how to exit on your terms? Listen now to discover how you can prepare for a smooth, successful transition.

[00:00 - 04:08] Welcome to the Sherpa Journey

• Jerome introduces Laurie Barkman as a "business Sherpa"
• Laurie defines what a "business Sherpa" does for entrepreneurs

[04:09 - 09:36] The Hard Truth About Business Exits

• Most business owners need to prepare for exit
• Only 2 out of 10 businesses that intend to sell do

[09:37 - 14:48] Increase Business Value While You Still Run It

• Laurie compares improving a business to renovating a house
• Owners should focus on creating value while still in control

[14:49 - 20:32] Overcoming Emotional Attachments

• Laurie shares stories of owners who resist selling
• Emotional ties to businesses often prevent logical decisions

[20:33 - 25:44] When Is a Business Truly Exit-Ready?

• Preparing for an exit can take up to a year or more
• Exit readiness requires financial, legal, and operational planning

[25:45 - 31:36] The Power of Planning: It’s a Marathon

• Exiting is a marathon, not a sprint
• Predictability and stability make businesses more attractive to buyers

Key Quotes:

"Exit shouldn’t be a dirty word. It’s a transition – a movement from one stage to another." – Laurie Barkman

"Predictability and stability lead to the best valuations when it's time to sell a business." – Jerome Myers

Connect with Laurie!

Website: https://thebusinesstransitionsherpa.com/

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

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

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Jerome shares stories from his workshop with Sri Lankan business leaders, tackling identity, legacy, and the importance of planning a purposeful exit. Whether you’re years away from exiting or nearing the decision, this episode offers the strategies and insights to guide you toward a future filled with meaning.

[00:00 - 04:51] Small Shifts, Big Impact

• Tiny decisions, significant changes: Small shifts lead to significant outcomes
• Sri Lanka insights: Lessons from family businesses
• Legacy views: U.S. vs. Sri Lankan perspectives

[04:52 - 10:07] Legacy Resistance and The Founder's Exit Paradox

• Legacy pushback: Some resist the concept of legacy
• Identity struggle: Entrepreneurs find it hard to separate from their business
• Exit challenge: Unraveling identity is necessary but difficult

[10:08 - 15:28] Shedding Business Identity

• The descent: Shedding business identity like layers
• New passions: Sri Lankan entrepreneur pursues racing
• Exploring purpose: Finding passions outside of work

[15:29 - 22:00] Passion Projects and Creating Value

• Passions to legacies: Passion projects leave a lasting mark
• Rewarding work: Passion-driven efforts can be more fulfilling
• Purpose focus: Solve bigger problems after exiting

[22:01 - 28:15] The Importance of Exit Planning

• Exit strategy: Critical like estate planning
• Three exit options: Sell, close, or pass down
• Avoid chaos: Poor planning leads to messy transitions

[28:16 - 33:16] Final Thoughts and Next Steps

• Think ahead: Plan long-term for your exit
• Reverse success: Work backward from your goal
• Assessment insights: Jerome’s tool helps business owners prepare

Key Quotes:

 “Small shifts over time can make humongous changes, not just in that person's life, but also in the world.” - Matt Halloran

 “Founders often wrap their identity up in the business, and unraveling that is one of the hardest parts of the exit.” - Jerome Myers

Connect with Jerome!

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

Instagram: https://www.instagram.com/coachjeromemyers/

Post Exit Personality Assessment

Link: https://theexitparadox.com/assessment

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Expect real stories about preparing your business and yourself for an exit and finding purpose in the next phase of life. This episode offers essential insights if you're a business owner or entrepreneur considering your exit. Are you truly ready? Listen to find out!

[00:00 - 08:15] Michael Silva & The Identity Crisis

• Michael reflects on how his identity was tied to his role as a business owner
• Selling the business forced him to confront an emotional void he wasn’t prepared for

[08:16 - 16:23] Building the Practice and Team

• He describes the struggles of starting his practice and the importance of early key hires
• Growing a team and expanding operations were essential to the business's success

[16:24 - 25:03] Preparing for the Exit

• Michael explains how stepping back from revenue generation made the business more attractive to buyers
• Systems and a strong team allowed the business to run without his daily involvement

[25:04 - 33:19] Emotional Toll of Selling

• Selling the business left Michael feeling disconnected, even though he had prepared logistically
• Support from family helped him cope with the emotional aftermath of the sale

[33:20 - 41:11] Starting A New Chapter

• Michael talks about transitioning to coaching and the challenge of imposter syndrome
• Helping others succeed brought him a new sense of fulfillment post-exit

[41:012 - 41:48] Reflections on Fulfillment

• Financial success from the sale didn’t immediately lead to personal fulfillment
• Preparing both emotionally and financially is crucial for a successful transition

Key Quotes:

"The financial part of selling a business is only half the story—the emotional toll is what I wasn’t prepared for." - Michael Silva

"What I see most people do is get the business exit-ready, but they don't get themselves exit-ready." - Jerome Myers

Connect with Michael!

LinkedIn: https://www.linkedin.com/in/michaeljsilva-pt-consultant/

Website: https://michaeljsilva.com/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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If you’ve ever wondered how to push through life’s toughest challenges and find purpose beyond success, listen now and be inspired to follow your vision.

[00:00 - 05:03] Vision and the Power of Perseverance

• Introduction to Don Jackson and his entrepreneurial beginnings
• Facing challenges early as a teen father
• Trusting your vision and embracing the struggle as part of the journey

[05:04 - 11:09] From Grass Cutting to Mental Health Entrepreneur

• Don’s first hustle mowing lawns and how responsibility shaped his work ethic
• Reflecting on his drive to support his family from a young age
• Transitioning from physical labor to finding his passion in the mental health field

[11:10 - 17:11] Building Right Path Behavioral Health

• The difficult two-year journey of starting Right Path Behavioral Health
• Navigating the roadblocks and gatekeepers in the mental health industry
• Becoming the youngest mental health service provider in Florida at age 28

[17:12 - 29:51] Growing the Company and Becoming a Leader

• The challenges of leadership and hiring the right people
• Building Right Path into a company with 63 employees and maintaining a hands-on leadership approach
• Balancing growth and personal values to build a strong company culture

[29:52 - 43:59] The Emotional Exit and Life After Selling

• Don’s reflections on receiving a multimillion-dollar wire after selling the company
• Coping with the emotional aftermath of stepping away from a business he built from the ground up
• Finding new purpose and continuing the journey post-sale

[44:00 - 46:40] Final Thoughts and Advice for Aspiring Entrepreneurs

• The importance of staying true to your vision
• How success is not just about financial gains but about perseverance and making a positive impact

Key Quotes:

“Your vision is your vision. God would've given it to them if the vision were for anybody other than you. So, you gotta trust it." - Don Jackson

"If it were easy, everybody would be doing it. Embrace the struggle."  - Don Jackson

Connect with Don!

Email: don032254@yahoo.com

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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If you’re looking for insights on how to find proper balance in life, this is an episode you won’t want to miss. Listen now to explore how you can create a meaningful legacy for yourself and your family.

[01:29 - 03:04] Meet Rich Christiansen

• Jerome introduces Rich, highlighting his 17 successful business exits.
• Rich shares how family and values have shaped his life and business.
• They discuss the balance between wealth creation and meaningful relationships.

[03:05 - 08:53] The Pendulum of Balance

• Rich explains the challenges of balancing professional success with personal life.
• Balance means flowing between extremes, not staying rigid.
• The pressure to prove worth can disrupt life balance.

[08:54 - 17:35] The Legato Family Framework

• Introduction to Rich’s Legato Family Framework centered on family values and traditions.
• Rich explains how it helps families avoid generational wealth loss.
• Creating a family mission statement is key to preserving values.

[17:36 - 31:07] Overcoming Guilt and Shame

• Rich discusses guilt and shame as low emotional frequencies that hold people back.
• Open dialogue and spiritual growth are essential for healing.
• His family framework focuses on self-love and rejecting shame.

[31:08 - 52:56] Rich’s Personal Story: Discovering His True Identity

• Rich shares the emotional story of discovering he was donor-conceived.
• The journey of reconciliation transformed his understanding of family.
• He emphasizes the power of forgiveness and self-love in overcoming challenges.

Key Quotes:

"Balance is about crossing the line of balance as frequently as possible." - Rich Christiansen

"Our deepest need is to be seen, but also our biggest fear is being fully manifest and seen." -  Rich Christiansen

Connect with Rich!

Website: https://richchristiansen.com/

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

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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If you’ve ever asked yourself, "Is there more to life than this?" this episode is for you. Lloyd Reeb challenges you to redefine success and shows how living with intention can transform your life and legacy.

[00:00 - 06:45] Introduction & Lloyd Reeb’s Coaching Journey

• Jerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experience
• Discuss gaining clarity in life with Lloyd’s process: "Get clear, get free, and get going"
• It is important to create a margin in life to explore purpose and take action

[06:46 - 16:59] The Halftime Institute: From Success to Significance

• The Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purpose
• How midlife prompts reflection on whether there’s more to life than career success
• Transitioning to becoming the "Chief Life Officer" and creating impact in the second half of life

[17:00 - 27:52] Building Financial Freedom & Family Legacy

• Lloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purpose
• Examples of how limiting lifestyle leads to more joy and opportunities for contribution
• Strategies for building a family enterprise that generates wealth while blessing others

[27:53 - 41:13] Mentoring the Next Generation

• Lloyd discusses the fulfillment of investing in the next generation through mentorship
• The concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneurs
• Mentoring is a way to invest time and wisdom in others for a lasting impact

[41:14 - 52:37] Intentional Leadership & Closing Thoughts

• The necessity of intentional leadership in building a thriving family and life
• Setting lifestyle limits, teaching kids about money, and fostering purpose in family life
• Final thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life mission

Key Quotes:

"Money is a terrible master but a great servant."​ - Lloyd Reeb

"Building a career is one thing; building a life is far more intimate, complex, and rewarding." - Lloyd Reeb

Connect with Lloyd!

Website: https://halftimeinstitute.org/

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

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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If you're ready to rethink your approach and maximize your financial freedom, this podcast is for you. Tune in to discover the key strategies that could change your financial future.

[00:00 - 09:51] Misconceptions About CPAs and Tax Planning

• CPA vs. Tax Strategist: CPAs often focus on tax preparation rather than proactive tax reduction strategies
• Proactive Planning: Effective tax planning can yield a 10-to-1 ROI, significantly reducing tax burdens
• Customized Solutions: Importance of personalized tax strategies tailored to individual needs

[09:52 - 17:59] Tax Strategies for Business Owners

• Cost Segregation: Utilizing cost segregation to maximize tax deductions on commercial real estate
• Retirement Plans: Advanced options like the 412(e)(3) allow substantial tax-deductible contributions
• Strategic Deductions: Methods to optimize deductions and minimize taxable income.

[18:00 - 24:31] Preparing for a Business Exit

• Entity Structure: The impact of business entity choice on tax liabilities during an exit.
• Deferred Sales Trusts: Deferring taxes for up to 20 years to maintain financial flexibility post-exit
• Capital Gains Optimization: Strategies to maximize favorable tax treatment on capital gains

[24:32 - 29:43] Protecting Wealth Through Trusts

• Asset Protection Trusts: Safeguarding assets from lawsuits while retaining control
• Dynasty Trusts: Preserving wealth across generations, tripling net worth by avoiding estate taxes
• Trust Planning: Early planning is necessary to ensure long-term wealth protection

[29:44 - 37:00] Future Tax Legislation and Its Impact

• Upcoming Changes: Potential reductions in estate tax exemptions and increases in income tax rates
• Strategic Planning: Staying ahead of tax law changes to protect assets and minimize taxes
• Charitable Planning: Prioritizing tax incentives before leveraging philanthropic contributions for tax reduction

Key Quotes:

"Double your take-home pay by changing how you manage taxes. It’s not a fantasy; it’s a strategy." -  Todd Villarrubia

"Paying more in taxes than you need to is a sin. There's so much more good that can be done with those dollars in the hands of the people who earned them." - Jerome Myers

Connect with Todd!

Website: https://lawealthplan.com/

LinkedIn: https://www.linkedin.com/in/todd-villarrubia/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Tune in to learn from Brittany's experiences and discover actionable advice for navigating your career with integrity and purpose. Listen now and start your journey toward a more balanced and fulfilling professional life.

[01:00 - 9:03] Breaking the Mold: Brittany’s Journey to Leadership

• From Corporate America to Entrepreneurship: Brittany shares her transition from managing a jewelry store to becoming the president of a financial services firm
• Taking the Leap: How Brittany’s willingness to take risks led her to a successful career in wealth management
• A Heart for Small Communities: The decision to invest in a rural Minnesota nursery and the impact of supporting local businesses

[09:04 - 18:21] Trailblazing the Path: Empowering Women in Finance

• Women and Wealth: The evolving role of women in wealth management and why they are the future of the industry
• Challenging the Status Quo: Brittany discusses the unique challenges women face in balancing career and family life
• Building the Trailblazers Community: The motivation behind creating a space for women to connect and thrive in their professional and personal lives

[18:22 - 27:11] The 90/10 Rule: Redefining Success and Avoiding Burnout

• Slowing Down to Speed Up: Introducing the 90/10 concept and its role in maintaining balance and avoiding burnout
• Balancing Act: How high achievers can maintain success without sacrificing their personal lives
• Showing Up Fully: The importance of bringing your best self to both work and home

[27:12 - 36:56] Authentic Connections: The Power of Vulnerability and Support

• Creating Safe Spaces: Brittany’s vision for Trailblazers as a platform for women to connect authentically
• The Power of Community: How vulnerability and support within a curated community can lead to personal and professional growth
• From Competition to Collaboration: Shifting the focus from competing to supporting one another in achieving success

[37:57 - 46:18] The Dream Architect: Crafting a Vision for Your Future

• The Over Dinner Conversation Tool: Brittany introduces a powerful tool to help listeners clarify their dreams and build deeper connections
• Empowerment Through Service: The fulfillment that comes from helping others achieve their dreams
• Final Reflections: The importance of networks and genuine connections in achieving long-term success

Key Quotes:

"Women are not a niche in your business; they are the future of your business." - Brittany Anderson

"The 90/10 concept is about giving yourself permission to slow down so you can show up fully both at work and at home. - Brittany Anderson

Connect with Brittany!

Website: http://www.sweetfinancial.com/

LinkedIn: https://www.linkedin.com/in/brittany-anderson/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

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Listeners will learn how Sam transitioned from a career in the HVAC industry to becoming a sought-after coach and speaker, all while staying true to his core philosophy: giving more value than you take. The episode covers the challenges of selling a business, the emotional aftermath, and the unexpected opportunities when you focus on serving others instead of just making a profit.  If you're at a crossroads in your career or contemplating your next big move, this episode will provide the insights and inspiration you need to confidently take that next step.

[00:00 - 05:36] Vision: The Fuel for Your Dreams

• Meet Sam Wakefield: Get to know Sam’s Texan roots and how his early life shaped his career
• A Heatwave of Change: Discover how Sam’s entry into the HVAC industry was more fate than choice and how it set the stage for his entrepreneurial journey

[05:37 - 14:12] Rising from the Ashes: Turning Adversity into Opportunity

• A Near-Death Experience: Sam shares a harrowing story of a life-threatening incident that led him to rethink his career and life priorities
• Catalysts for Growth: The impact of personal development books, like Rich Dad Poor Dad, on Sam’s mindset and career trajectory
• Entrepreneurial Lessons: Learn how Sam transformed challenges into opportunities and the crucial role resilience plays in success

[14:13 - 25:28] The Exit Strategy: When the End is Just the Beginning

• The Emotional Rollercoaster of Selling a Business: Sam opens up about the bittersweet experience of selling his company and the identity crisis that followed
• Facing the Unknown: How Sam navigated the uncertain period after his exit, and why it led him to his true calling
• A New Chapter in Leadership: Discover how Sam’s next move, though seemingly a step back, became a launching pad for his coaching career

[25:29 - 34:08] The Power of Generosity: Serve First, Success Follows

• Service Over Sales: Sam reveals his philosophy of providing immense value without expecting immediate returns and how it has shaped his approach to business
• Life’s Guiding Principles: Explore Sam’s core beliefs—doing what’s generous and always giving more than you take
• Building an Abundance Mindset: Practical tips on how to shift from a scarcity mindset to one of abundance, even during tough times

[34:09 - 45:04] Living in Alignment: Core Values as Your Compass

• Why Core Values Matter: Jerome and Sam discuss the importance of living authentically by aligning actions with core values, both in business and life
• The Accelerating Power of Coaching: Learn why investing in a coach can be the game-changer you need to achieve your goals rapidly
• Final Reflections: As the episode closes, reflect on the power of vision, content creation, and staying true to your purpose

Key Quotes:

"Don't just do what's right... do what's generous." - Sam Wakefield

"When you try to do something for everyone, you end up doing something for no one." - Sam Wakefield

Connect with Sam!

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

Website: https://www.closeitnow.net/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you intrigued by the possibility of turning a small venture into a vast empire? Join us for this enlightening conversation that will inspire, educate, and provide actionable insights for anyone interested in large-scale business development.

[00:00 – 06:16] Opening Thoughts and Embracing Failure

• Angel Alvarez opens with his philosophy on failure as a stepping stone to success
• Introduction to the show and its mission by Jerome Myers, setting the tone for an inspiring discussion

[06:16 – 18:00] The Journey from Employee to Entrepreneur

• Angel details his transition from an early career employee to establishing his own business empire
• Insights into the challenges and key decisions during the initial stages of his career

[18:00 – 26:08] Strategic Growth and Business Exits

• Discussion on scaling the business through strategic mergers and acquisitions
• Angel shares his experiences with business exits and the critical strategies that led to successful outcomes