Afleveringen
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What if trauma isn’t just in your head, but in your cells, your gut, your immune system?
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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What if you could add $1M to your exit, without working extra years?
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: [email protected]
LinkedIn: https://www.linkedin.com/in/bristol-group/
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What if your business could attract the right buyer before you're even ready to sell?
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
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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 excellence.
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What if your team, not your revenue, is the key to a successful business exit?
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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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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What if selling your business could be the proudest moment of your career, not your biggest regret?
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/
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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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What does it look like to engineer a business that serves your life—and not the other way around?
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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Most people think money is the biggest barrier to leaving their jobâbut theyâre wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational.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 â 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 â 11:45] Jeromeâs Exit Story Built a $20M divisionâthen told to downsize Choose values over comfort and quit Faced with cash flow struggles with no plan[11:46 â 20:59] Freedom Numbers & False Starts Most donât know their real âfreedom number.â Passive income takes time and capital Going from six figures to zero is a real risk Know what lifeânot lifestyleâcosts[21:00 â 34:15] Chief Everything Officer Startup life is messy, lonely, and intense Youâll do everythingâfrom admin to investor calls Visibility is leverage, not vanity Faceless brands fail in todayâs market[34:16 â 48:15] Purpose Over Passive Real estate cash flow isnât instant Wealth comes from exits and expertise Consulting often beats syndication Purpose fuels fulfillment; money alone doesnât[48:16 â 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 workKey Quotes:âThe biggest mistake I made in my transition from an employee to a founder was trying to build a faceless brand.â - Jerome Myers âThe only way your life ever matters is if you are positively impacting the lives of other people.â - Jerome MyersReady for your next chapter?Start Your Assessment Now đ https://theexitparadox.com/assessmentLeave a Review + Help Others Achieve a Great LegacyIf 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 podcastâitâs a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. đ§ 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
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What happens when your business becomes your identity, and you sell it? Julie Cole, co-founder of Mabelâs Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sisterâs 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 â 07:26] From Basement to BrandIntro & Vision: Julie introduces herself and the ideaBootstrapping: Four founders and personal drive kickstarted the ventureReal Need: A product born from personal challengesValidation: Early word-of-mouth proved the concept[07:26 â 16:44] Building the MachineTeam Dynamics: Clear roles and communication were keyGrowth: Evolving from the basement to professional facilitiesMarket Response: Early press and customer love validated the ideaScaling: Strategic hires helped avoid burnout and silos[16:44 â 24:18] Exit Strategy in Real TimeAcquisition Offer: Averyâs unexpected proposal turned real fastValuation: Negotiated to reflect future growthDue Diligence: Smooth process with the right advisorsTransition: Julie shifted to a brand evangelist role post-sale[24:18 â 32:00] Life After ExitIdentity Shift: Founders faced new emotional challengesNew Paths: Some moved into coaching, real estate, and mentoringRelationship Changes: Less frequent, but meaningful connections remainCommunity: Speaking and mentorship filled the post-exit gap[32:00 â 43:00] Legacy Building for FoundersPlan Early: Your exit strategy shapes your growthAdvisors Matter: Surround yourself with trusted expertsStay Focused: Avoid deal fatigue; keep the business thrivingKey Quotes:âWhen you start your company, you should be thinking about your exit⊠Thatâs your JOB.â â Julie Cole"Surround yourself with people who are smarter than youâand never try to navigate a sale on your own." â Julie ColeConnect with Julie!Website: https://mabelslabels.com/LinkedIn: https://www.linkedin.com/in/julie-cole-llb-ma-3794671/Ready for your next chapter?Start Your Assessment Now đ https://theexitparadox.com/assessmentLeave a Review + Help Others Achieve a Great LegacyIf 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 podcastâitâs a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. đ§ 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
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How do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax savings, uncover overlooked deductions, and build a proactive approach to financial planning.
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
đ Ready to Take Control of Your Exit Strategy? đ
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! đ https://theperfectriaevents.com/06-02-25-ultimate-exit-playbook
Connect with Steven!
Website: https://retirementtaxservices.com/
LinkedIn: https://www.linkedin.com/in/stevenajarvis/
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Selling a business is often seen as the ultimate victory, but what happens when the excitement fades and uncertainty sets in? In this episode, Jerome Myers, America's leading exit authority, uncovers founders' emotional and psychological challenges after selling their businesses. Many assume financial freedom will bring fulfillment, only to feel lost, disconnected, or restless. Jerome reveals the hidden traps of the exit journey and provides actionable insights to help founders transition with clarity and purpose.
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?
Start Your Assessment Now đ https://theexitparadox.com/assessment
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What if selling your business didn’t bring the fulfillment you expected? While most discussions around business exits focus on valuation, deal structures, and financial freedom, few address the emotional toll that follows. In this episode, Jerome Myers, America's leading exit authority, unpacks the silent costs of selling a business—the identity crisis, emotional void, and six centers of doubt that can leave founders feeling lost. He shares why 75% of entrepreneurs regret their exits and reveals a four-step framework to help navigate post-exit life with clarity and purpose.
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 đ 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.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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.
đ§ Listen now:
#BusinessExit #LifeAfterExit #BeyondTheDeal
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Success often comes at a cost. In this episode, Jerome Myers explores the Five Scars of Successâkey life experiences that shape high-achieving entrepreneurs: conditional love, suicidal ideation, financial ruin, near-death experiences, and early loss of a loved one. While these experiences fuel ambition, they can also make business exits emotionally complex. Jerome shares how to reframe these scars to build a fulfilling next chapter beyond business ownership.[00:00 - 01:00] Introduction & The Five Scars of SuccessA 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 LoveAchievementis tied to receiving love.Creates a need for external validation.Must redefine self-worth beyond success.[03:01 - 04:30] Scar #2: Suicidal IdeationHigh-pressure success leads to dark moments.Many founders struggle in silence.Support systems are crucial.[04:31 - 06:00] Scar #3: Financial RuinMany experience major financial loss.Fear of failure fuels relentless drive.Rebuilding is possible with resilience.[06:01 - 07:30] Scar #4: Near-Death ExperienceFacing 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 OneLoss fuels the drive for legacy.First businesses often arenât true legacies.Purpose must go beyond financial success.[09:01 - 11:00] How These Scars Affect Exiting a BusinessMore 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 SuccessThese scars shape, but donât define, us.Healing means using them as fuel.The exit is just the start of something greater.Key Quotes:âHealing isnât about forgetting the scarsâitâs about using them to fuel your next chapter.ââMost founders donât realize that their first business isnât their legacy; itâs what they build after they exit.âReady for your next chapter?Start Your Assessment Now đ https://theexitparadox.com/assessmentLeave a Review + Help Others Achieve a Great LegacyIf 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 podcastâitâs a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. đ§ 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
-
What if the life you've carefully built suddenly changes—whether through divorce, a business exit, or an unexpected transition? How do you redefine success when everything familiar is gone? Michelle Jacobik, a financial expert and entrepreneur, shares her firsthand experience of navigating these pivotal moments. She and host Jerome Myers discuss rebuilding financial stability, rediscovering personal identity, and cultivating a mindset that fosters lasting success. Expect raw honesty, practical guidance, and an inside look at the steps needed to create a fulfilling next chapter.
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 đ 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.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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What if the biggest myth about exit planning is also the most dangerous? In this solo episode, Jerome Myers, America's leading exit authority, breaks down the costly mistake founders make—waiting too long to plan their next move.
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?
Start Your Assessment Now đ 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.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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What if your relationship with money determined your freedom? Most people chase wealth, but few truly understand how to manage it in a way that brings lasting security and fulfillment. Are you making financial decisions that serve your future, or are you unknowingly setting yourself up for financial traps?
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 đ 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.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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What if success isnât enough? Many entrepreneurs reach financial freedom only to feel lost. Walter Paulsen, who built a $500M company, shares why wealth alone doesnât bring fulfillment and what truly matters after the exit.Expect real talk on resilience, competition, and finding purpose beyond business. Walter and Jerome Myers break down why some thrive post-exit while others struggleâand how to make sure youâre on the right path. Listen now to discover what makes success truly meaningful.[00:00 - 04:55] - The Nature of Happiness & PurposeHappiness is fleeting, not a permanent stateItâs a byproduct of meaningful work, not wealthChasing money without purpose leads to dissatisfaction[04:56 - 07:30] - Competitive Mindset & Personal GrowthWalterâs sports background shaped his resilienceSelf-competition builds long-term successPhysical challenges enhance mental toughness[07:31] - Building a $500M Business in Four YearsLed Blackhawk Network, pioneering the gift card industrySecured multi-year exclusivity deals before competitors reactedGrowth 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-exitFinancial success doesnât guarantee purpose or fulfillmentThose without purpose often struggle with post-exit happiness[24:16] - Finding the Right Problem to SolveSolving the wrong problem leads to wasted effortSmall bets provide valuable insightsGrit matters, but only in the right direction[32:00 - 41:29] - Transitioning to Coaching & AdvisingWalter shifted from operator to advisorHelps CEOs build strong company culturesLoving your work is key to long-term fulfillmentKey Quotes:âHappiness isnât something you chase; itâs a byproduct of living with purpose.â â Walter PaulsenâSmall bets that donât work out can be valuable because they show you where not to go.â â Walter PaulsenConnect with Walter!LinkedIn: https://www.linkedin.com/in/walterpaulsen/Ready for your next chapter?Start Your Assessment Now đ https://theexitparadox.com/assessmentLeave a Review + Help Others Achieve a Great LegacyIf 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 podcastâitâs a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. đ§ 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
-
Exiting your business should be a celebration—but why do so many founders feel lost afterward? In this solo episode, Jerome Myers explains the emotional cost of exiting, why money alone isn’t enough, and how to clearly navigate the transition.
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 đ 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.
đ§ Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
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