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Your Best Financial Life

24 EpisodesProduced by Scott MalbasaWebsite

No matter where you are in your career, you probably have some stress in your life that is caused by money. Are you saving enough? Will you be able to retire early? How much will it take to get complete financial freedom? Your Best Financial Life is here to answer all of your questions and bring on … read more


11: Nurturing a Small Business, Maximizing Potential and Preparing for a Founder's Exit with Jeff Kadlic

Nurturing a small business to maximize its potential while dodging the risks, plus preparing a business for an exit when a business founder wants out are the topics on today’s podcast. 

You will meet Jeff Kadlic, who started his career in commercial lending, then moved into institutional investing. During his time in the investment sector, he was exposed to private equity funds. He kept seeing smaller successful companies that didn’t have access to capital but were overlooked by the larger investors. Today, Jeff is an advocate for small business owners, and his company, Evolution Capital Partners, dedicates itself exclusively to this market. There is lots to learn in this episode! Take a listen as Scott and Jeff chat.

Show Highlights: 

  • Farming system for “the big leagues”
  • Target: small businesses with 500k - 3mil operating profit
  • Professionalizing great small businesses to make them attractive to institutional buyers
  • Maximizing potential
  • Fundamentals of accurate and timely financial reporting
  • Fundamentals of achievable and measurable strategic plan
  • Fundamentals of aligned and experienced management team
  • Fundamentals of transparent & accountable team members
  • Fundamentals of effective and repeatable sales process
  • When business owners want out: exit strategies
  • Business is completely dependent on its founder
  • Ways in which a founder hurts or adds value
  • Checking your ego
  • What is the business really worth?
  • Start preparing at least 2 years in advance
  • The importance of being emotionally balanced
  • The value of most peoples net worth is tied up in their business
  • How to know when it’s time to sell
  • Making sure business is running optimally during the sales process
  • Investing in the best team that you can afford to get you to the desired result
  • Financial consequences resulting from sale process
  • Later consequences “representations and warranties”
  • What is the importance of having a board of advisors?
  • Preparing for your company exit
  • Buyers generally look at last 3 years historical financials 
  • Some buyers also ask for 5 years projections 
  • Filling in the gaps where the challenges are
  • Continuing to learn and push yourself every day to do better - utilizing coaches

Links & Resources:


Book: “Shoe Dog”, by Phil Knight


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