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  • What if achieving your ultimate business goals isn’t the end but just the beginning of a new journey? In this compelling conversation, Jerome Myers and David Rodnitzky dive into the reality of building, scaling, and ultimately exiting a successful business. David reveals what it’s like to reach the pinnacle, only to face new challenges: redefining success, handling the emotional weight of leaving something he built, and finding purpose beyond profit. Expect to hear insights on resilience, identity shifts, and the deeper meaning of success that often goes unnoticed in entrepreneurial journeys.

    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/

    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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  • When you reach the peak—exit your business and achieve financial freedom—what comes next? Alex Bean, co-founder of Divvy, shares his personal journey through the highs and challenges of “making it.” In this episode, he reveals the four stages that follow a major success—Honeymoon, Loss, Experimentation, and Reinvention—and offers a fresh perspective on using wealth for lasting impact.

    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/

    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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  • What truly defines a prosperous life? Is it the wealth you accumulate or the impact you make on others? Jerome Myers invites you to question traditional ideas of success as he explores the value of intentional living, purpose, and leaving a legacy that uplifts others. Through compelling personal stories and practical insights on balancing time, talents, and meaningful connections, Jerome challenges you to think beyond material gains. 

    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.

    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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  • How can a leader step away from the company they’ve built without losing their sense of purpose or identity? In this conversation, Robert Glazer shares his unique approach to business exits. Rather than abruptly walking away, Robert took a gradual approach to stepping down from his role as CEO. He discusses the emotional and strategic challenges of slowing down, the importance of succession planning, and how to find purpose beyond leadership. What happens when the hustle ends? How can you transition smoothly without losing your sense of self?

    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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  • Is the most challenging part of running a business knowing when—and how—to let it go? Laurie Barkman, a business transition expert, helps entrepreneurs tackle the challenges of preparing their businesses for exit. She reveals why most businesses fail to sell and what owners can do to avoid this fate. Laurie and Jerome discuss the emotional and practical sides of exiting, offering actionable steps to ensure your business thrives without you.

    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.

    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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  • What happens when your identity is deeply tied to your business? How do you plan an exit that protects your company and your sense of self? Jerome Myers and Matt Halloran explore the “Founder’s Exit Paradox” and the challenges of stepping away from a business while asking: What’s next when the company no longer defines you?

    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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  • What happens when you sell the business that defines you? Can financial success replace personal fulfillment? In this episode, Michael Silva shares his journey from building a thriving physical therapy practice to facing the emotional challenges of stepping away.

    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/

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

  • What does it take to turn a vision into reality? In this episode, Jerome Myers talks with Don Jackson, who went from being a teen father to building a multimillion-dollar mental health business. Don shares the risks he took, his sacrifices, and how he found a new purpose after success. Jerome asks: what are we willing to do to make our dreams real?

    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: [email protected]

    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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  • Can you succeed while staying true to your values and building a lasting family legacy? In this episode, Rich Christiansen, an entrepreneur with 17 successful business exits, shares his journey of balancing wealth, family, and personal growth. He introduces his Legato Family Framework, offering practical ways to avoid the common traps of generational wealth loss and build a foundation rooted in values. Rich also opens up about discovering his true identity and the transformative power of self-forgiveness and love.

    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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  • What does it mean to live a life of true significance? In this episode of Dream Catchers, Jerome Myers, and Lloyd Reeb explore how to shift from chasing career success to building a purpose-driven life. With over 25,000 hours of coaching experience, Lloyd shares practical steps to "get clear, get free, and get going" in your journey. Listeners will learn to balance time, energy, and wealth, build a family legacy, and mentor the next generation.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 JourneyJerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experienceDiscuss 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 SignificanceThe Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purposeHow midlife prompts reflection on whether there’s more to life than career successTransitioning to becoming the "Chief Life Officer" and creating impact in the second half of life[17:00 - 27:52] Building Financial Freedom & Family LegacyLloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purposeExamples of how limiting lifestyle leads to more joy and opportunities for contributionStrategies for building a family enterprise that generates wealth while blessing others[27:53 - 41:13] Mentoring the Next GenerationLloyd discusses the fulfillment of investing in the next generation through mentorshipThe concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneursMentoring is a way to invest time and wisdom in others for a lasting impact[41:14 - 52:37] Intentional Leadership & Closing ThoughtsThe necessity of intentional leadership in building a thriving family and lifeSetting lifestyle limits, teaching kids about money, and fostering purpose in family lifeFinal thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life missionKey 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 ReebConnect 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/Learn more about your ad choices. Visit megaphone.fm/adchoices

  • What if your tax strategy is costing you more than it should? This episode challenges the norm and asks: Are you keeping as much of your hard-earned money as possible? Join Jerome Myers and tax attorney Todd Villarrubia as they reveal strategies that could transform your understanding of taxes. From selecting the correct business entity to advanced tax plans, Todd shares insights that could protect and grow your wealth. 

    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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  • Can you scale the heights of professional success while maintaining your authenticity and personal values? In this engaging podcast episode, Brittany Anderson, an accomplished entrepreneur and financial strategist, addresses this critical question. She shares her journey and the strategies that have enabled her to manage a billion-dollar company while fostering a culture of authenticity and supportive community engagement. Listeners will gain insights into the power of Brittany's 90/10 concept—her innovative method for balancing intense professional drive with the essential need for personal downtime and reflection. She also discusses the challenges and opportunities for women in leadership roles and the transformative impact of cultivating genuine connections in the workplace and beyond.

    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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  • How do you redefine success when you've achieved what you thought was the ultimate goal? In this episode, host Jerome Myers engages with Sam Wakefield, an entrepreneur who successfully built and sold his business but found himself asking, "What’s next?" This conversation profoundly explores what it truly means to exit the matrix of conventional success and pursue a life of greater purpose and impact.

    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/

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  • How can an entrepreneur navigate the complexities of scaling a startup to reach billion-dollar valuations? In this revealing episode, Jerome Myers sits down with Angel Alvarez, who shares his transformative journey from a modest startup to a billion-dollar enterprise. Listen as Angel breaks down the key strategies behind his success, from embracing risks and strategically planning business exits to integrating philanthropy deeply into his company’s DNA. This discussion sheds light on achieving exponential business growth and emphasizes the broader impacts of entrepreneurial success.

    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


    [26:08 – 36:56] Philanthropy Intertwined with Business

    Angel explains how philanthropy is an integral part of his business strategy

    Specific examples of philanthropic initiatives and their impact on both the community and business success


    [36:56 – 45:52] Concluding Insights and Vision for the Future

    Angel offers advice to aspiring entrepreneurs on resilience and pursuing their visions

    Jerome concludes the episode with reflections on the discussion and hints at what's to come in future episodes


    Key Quotes:
    Many quit after failing; I failed multiple times before succeeding. It’s all about mindset.– Angel Alvarez

    "We built the organization with a culture of acquiring and nurturing talent, which many overlook during acquisitions." – Angel Alvarez

    Connect with Angel!
    LinkedIn: https://www.linkedin.com/in/angel-i-alvarez-26170a7/

    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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  • How do you break free from society's invisible barriers around you?
    Explore the inspiring journey with host Jerome Myers as he delves into a candid conversation with Bobby Castro, a self-made billionaire who transformed his life from a ninth-grade dropout to a towering figure in entrepreneurship. In this insightful discussion, Jerome and Bobby unpack the power of breaking free from limiting beliefs and generational patterns to forge a legacy of success. They delve into how obsession fueled Bobby's self-education and how spirituality and intentionality dramatically shaped his path. 

    Discover the crucial strategies to escape the societal 'crab bucket' and learn how these insights can propel your life to new heights.
    Don’t miss this episode if you’re eager to learn about achieving personal greatness and resilience. Tune in to hear how Bobby’s journey can inspire your path to success.


    [00:00 - 07:55] Unshackling from the Crab Bucket

    Escaping Limitation: Bobby introduces the concept of the "crab bucket" to illustrate how societal constraints can hold us back

    Foundation of Success: Exploring Bobby's challenges and the early mindset shifts crucial for his journey

    Meet Your Host and Theme: Jerome sets the stage for the episode, outlining its focus and expectations


    [07:56 - 15:59] From Dropout to Billionaire

    Defying the Odds: Bobby shares his transformation from being a ninth-grade dropout to creating a billion-dollar enterprise

    The Power of Genuine Connections: The significance of trust and transparency in building relationships

    Sustained Energy for Life: Bobby discusses how he maintains high energy and positivity naturally


    [16:00 - 23:44] Spiritual Awakening and Rebirth

    Moments of Clarity: Bobby details personal experiences that led him to embrace spirituality and its impact

    Family as Catalyst: How family interactions and events sparked deeper spiritual explorations


    [23:45 - 32:03] Mastering the Business Chessboard

    Strategic Moves: Unpacking Bobby’s key business decisions and his ventures into real estate that fueled his financial success

    Wealth Philosophy: Insights into Bobby's approach to money, risk, and investment strategies


    [32:04 - 39:49] Crafting a Legacy of Intention

    Breaking Cycles: The importance of overcoming generational patterns to establish a new legacy

    Living with Purpose: How aligning daily actions with life goals leads to profound and sustained success


    [39:50 - 53:58] Reflections and Pathways Forward

    Key Takeaways: Recap of the transformative lessons from Bobby’s life and their relevance to the audience

    Looking Ahead: Advice from Bobby on staying true to oneself and focusing on essential life values amidst chaos


    Key Quotes:
    “The power of compounding is significant; everything big starts small, yet many people want to skip that process.” - Bobby Castro

    "Obsession is a requirement for being self-taught." - Bobby Castro

    Connect with Bobby!
    LinkedIn: https://www.linkedin.com/in/bobby-castro/
    LinkTree: https://linktr.ee/officialbobbycastro

    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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  • How do you transform the impossible into the achievable? This conversation with host Jerome Myers and guest Steve Sims, an expert in making extraordinary things happen, unravels the philosophy of adding value first. He shares surprising stories from his journey and impactful lessons learned about business exits, relationship building, and the power of asking the right questions. Get ready for a session with real-life tales of audacity and insights that challenge conventional wisdom. From handling complex business exits to harnessing the power of networking, Steve provides practical advice that is immediately applicable. This episode is a must-listen for anyone seeking to elevate their influence, enhance their networking skills, or enjoy fascinating stories from someone who has truly seen and done it all.

    Tune in to hear Steve's compelling perspective on living a life that turns barriers into gateways and discover how you can apply these lessons to achieve powerful results in your own life.


    [00:00 - 09:52] Introducing Steve Sims: From Dreams to Reality

    Jerome introduces Steve Sims, highlighting his unique skills in making the impossible happen

    Sims talks about his approach to valuable interactions and the evolution of his career

    Value what you bring to every situation and utilize your unique capabilities to solve problems


    [09:53 - 19:44] Mastering Exits and Building Authentic Connections

    Insights on navigating the complexities of business exits and the importance of solid planning

    The role of genuine relationships in both business and personal success

    Proper exit strategies and authentic relationships are crucial for long-term success


    [19:45 - 29:36] 'Bluefishing': The Journey to Bestseller Status

    Sims shares the backstory of his book 'Bluefishing' and the unexpected paths it opened

    Discussion on leveraging the power of asking profound questions to unlock new opportunities

    Engage your network effectively to open doors you never thought possible


    [29:37 - 39:28] Communicating Effectively and Marketing with Impact

    Sims emphasizes the importance of clear communication and truly understanding your audience

    Strategies for creating marketing that resonates and drives engagement

    Effective communication is a powerful tool for personal and business growth


    [39:29 - 50:56] Embracing Failures and Setting Audacious Goals

    Discusses his second book, "Go for Stupid," and the significance of setting bold, challenging goals

    The importance of learning from failures and using them as catalysts for growth

    Transform failures into learning opportunities and never shy away from ambitious goals


    Key Quotes:
    "If you're the smartest person in the room, you're in the wrong room." - Steve Sims 

    "Influence is not about pushing someone down; it's about pulling them up." - Steve Sims 

    Connect with Steve!!
    Website: https://www.stevedsims.com/
    Website (book) https://goforstupid.com/
    Instagram: https://www.instagram.com/stevedsims

    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

  • What does it really feel like to let go of a business you've painstakingly built from scratch? In this episode, join host Jerome Myers and entrepreneur Daniel Heck as they explore the emotional and strategic complexities of selling a business. Listen as they discuss Daniel's journey from the early motivations that drove him to start a business, through the challenges and triumphs of growth, to the intricate decision-making involved in his exit strategy. This candid conversation also delves into the often-overlooked emotional aftermath of selling a business, offering a real-life perspective on the identity shifts and personal evolutions that follow. Whether you're an aspiring entrepreneur or facing major changes, this episode provides valuable insights into resilience and strategic planning. 

    Tune in to understand the profound impact of these life transitions and equip yourself with the knowledge to navigate your own business challenges.


    [00:00 - 01:08] Unraveling the Founder's Paradox

    Jerome kicks off the episode with a deep dive into the emotional dichotomy founders face when parting with their businesses

    A vibrant introduction to the themes that fuel entrepreneurial journeys and exits.


    [01:09 - 10:40] Embarking on the Entrepreneurial Voyage

    Daniel recounts the thrilling origins of his business, from a college project to a viable enterprise

    Key moments of realization and critical early decisions that set the stage for future success


    [10:41 - 21:56] Mastering the Scale-Up Challenge

    Daniel navigates through the turbulent waters of business expansion, from local to national presence

    Hear about overcoming the hurdles of scaling and the strategic wins that propelled growth


    [21:57 - 31:52] Engineering a Strategic Exit

    Daniel opens up about the intricacies of deciding to sell his business and orchestrating an exit strategy

    Insights into the emotional and strategic layers that define a successful business departure


    [31:53 - 43:48] Navigating Life Beyond Business

    Explore the personal recalibrations and new adventures that follow the sale of a business

    Daniel shares the lessons learned and the unexpected challenges of forging a new path


    [43:49 - 58:06] Envisioning the Future with Purpose

    The episode concludes with a reflection on the critical role of support systems and networks post-exit

    Daniel offers sage advice for entrepreneurs gearing up for their own exits, emphasizing preparation and support


    Key Quotes:
    "Excellence in exiting is achieved when individuals take charge and make their own decisions." - Jerome Myers

    "The process of selling my business was a journey of self-discovery and ultimately, personal freedom." - Daniel Heck

    Connect with Daniel!
    Website: https://www.crewsandco.com/
    LinkedIn: https://www.linkedin.com/in/daniel-heck-b68786142

    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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  • What does it truly take to navigate a liquidity event successfully? In a compelling discussion with seasoned wealth advisor Homer Smith, host Jerome Myers explores the intricate layers of financial and emotional preparation required to survive and thrive through a business exit. Homer illuminates the often overlooked aspects of such transitions, from the critical importance of early tax planning to the profound impact of family dynamics on wealth preservation. How can values be effectively passed along with wealth to ensure a lasting legacy? What strategies can business owners employ to protect and maximize their financial gains? These are just some of the questions addressed as we uncover the nuances of preparing for and executing a successful liquidity event.

    Expect a conversation filled with actionable insights and real-life examples that any business owner or entrepreneur facing a significant financial decision will find invaluable. Homer’s expertise offers a roadmap for those looking to secure their financial future and understand the deeper implications of their business choices.

    [00:00 - 08:13] Embracing the Emotional Journey of Liquidity Events

    Homer Smith starts the conversation with a candid look at the unexpected emotional landscape accompanying selling a business

    Insights into the common relief vs. happiness misconception and what counts after the deal is done


    [08:14 - 15:47] Weaving Wealth with Family Values

    Dive into the heart of wealth transition as Homer discusses the importance of intertwining family values with financial legacies

    Real-life anecdotes illustrate how open dialogues can forge stronger family bonds and more profound respect for inherited wealth


    [15:48 - 25:02] Crafting Your Financial Future Before the Exit

    Learn the art of pre-exit planning with Homer’s expert advice on tax strategies and estate planning to safeguard your financial horizon

    Discover how strategic timing and thorough preparation can significantly enhance post-exit financial health


    [25:03 - 31:58] Setting the Stage for Post-Exit Success

    Explore the psychological adjustments and strategic considerations essential for life after the business sale

    Jerome and Homer discuss the tools and mindsets needed to ensure a legacy that lasts and prospers


    [31:59 - 41:38] Sealing the Deal with Wisdom

    In the closing moments, Homer recaps the vital strategies discussed throughout the episode, emphasizing the importance of readiness and precise planning

    Final expert tips on aligning business exits with personal and familial aspirations ensure listeners can navigate their liquidity events


    Key Quotes: 
    "Legacy is more than wealth; it’s the values you pass on that truly enrich the next generation." - Homer Smith

    "The best tax strategy is one that starts early—not just months, but years before an exit." - Homer Smith

    Connect with Homer!
    Website: https://konvergentwealth.com/
    LinkedIn: https://www.linkedin.com/in/homersmith4/

    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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  • Immerse yourself in a transformative journey with Omani Carson on the Dreamcatchers podcast. Host Jerome Myers engages Omani in a profound discussion about the pivotal shifts from scarcity to abundance. What does living a life designed not by default but by deliberate choice mean? Omani shares his evolution, marked by dramatic changes in mindset and lifestyle, along with the profound impact of cultural appreciation and identity redefinition.
    Listeners will learn how a change in perspective can lead to financial freedom and a more prosperous, fulfilling life. Omani's story is a testament to the power of transformation and community, inviting you to explore how these themes resonate in your life.

    Join us for a thought-provoking conversation that promises to challenge and inspire. Don't miss out on these life-changing insights—tune in now to harness the lessons Omani Carson shares about love, abundance, and the true wealth of personal freedom.


    [00:00 - 07:52] Embracing a Life Designed by Choice

    Omani discusses the inception of the blueprinting process that emphasizes living intentionally

    He narrates the pivotal moments that compelled him to reevaluate his life's direction


    [07:53 - 15:44] Transforming Mindset from Scarcity to Abundance

    Insight into the psychological shift from a scarcity mindset to one of abundance and its profound impact on Omani's life and career

    Discussion on the role of therapy and Indigenous cultural influence in shaping his new worldview


    [15:45 - 23:36] Achieving Financial Freedom While Cultivating Spiritual Wealth

    Omani reflects on his journey to financial freedom and realizes that true fulfillment comes from spiritual wealth.

    He shares his experiences with psychedelic therapy and its role in his spiritual awakening.


    [23:37 - 31:44] Leveraging Community and Knowledge Sharing

    Omani talks about the importance of community and the benefits of a transparent, reciprocal environment in the financial industry

    The impact of sharing knowledge freely to foster a supportive network


    [31:45 - 40:00] Leadership, Legacy, and Future Aspirations

    Reflections on effective leadership and aligning with one's core values

    Omani discusses his plans, focusing on transforming other entrepreneurs' lives through the lessons he's learned


    [40:01 - 52:56] Philosophies on Life, Happiness, and Entrepreneurial Spirit

    Deep dive into Omani's philosophy on life and the pursuit of happiness

    Discuss the importance of aligning one's entrepreneurial endeavors with personal beliefs and values


    Key Quotes: 
    Live your life by design, not by default. - Omani Carson

    "If there were no limitations, how would you live your life? That's the blueprint we should design for ourselves." - Omani Carson

    Connect with Omani!
    Website: https://www.carsonwealth.com/
    LinkedIn: https://www.linkedin.com/in/roncarson1/

    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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  • How do you ensure that your business exit leaves a lasting legacy rather than a trail of regrets? Jerome Myers and Paul Cronin tackle this essential question head-on. With over 40 years of experience, Paul has exited three businesses and guided many others through their own transitions. This episode sheds light on the secrets to planning a successful business exit, emphasizing the importance of a well-thought-out post-exit plan and addressing the emotional and psychological challenges of such a significant life change. Listeners will gain access to real-life stories, practical advice, and insights into managing the personal and professional aspects of leaving a business. 

    Whether you're a business owner contemplating an exit or someone interested in the complexities of business transitions, this episode promises valuable knowledge and inspiration. Prepare to learn how to take control of your future and leave a meaningful legacy.


    [00:00 - 5:27] The Reality of Business Exits

    "Money amplifies problems" - the misconception debunked

    It is important to be memorable and build meaningful connections in business

    The stark difference between planned and unplanned exits


    [05:28 - 10:44] Planning Your Exit: Two Paths, One Choice

    The two fundamental ways to exit are planned or unplanned

    Internal vs. external exit options: family, key managers, competitors, private equity firms

    Consequences of not planning your exit


    [10:45 - 23:11] Embracing the Platinum Years: Planning Your Next Chapter

    The significance of having a post-exit plan is to avoid feeling lost

    Paul’s exit story and the critical question: "What will you do next?"

    The Platinum Years concept: creating a fulfilling life after exiting a business


    [23:12 - 32:19] Navigating Emotional and Psychological Challenges

    The emotional impact of exiting a business and common fears faced by owners

    Strategies for managing personal transitions and finding a new identity

    The role of family and friends in supporting the transition


    [32:20 - 42:14] Practical Steps for a Successful Exit

    Importance of meticulous planning and preparation for post-exit life

    Paul's structured approach to guiding business owners through their transition

    Real-life examples of successful exits and lessons learned


    [42:15 - 45:49] Final Thoughts and Key Takeaways

    Summarizing the essential points discussed in the episode

    The importance of consciously designing your future after exiting a business

    Encouragement for business owners to seek professional help and plan their exit proactively


    Key Quotes:
    "People have this false impression that money solves problems. Money amplifies problems." - Paul Cronin

    "Most business owners fantasize about their next chapter but don't plan it until it's too late." - Paul Cronin

    Connect with Paul!
    Website: https://www.theplatinumyears.com/
    Website: https://www.tnag.org/
    LinkedIn:  https://www.linkedin.com/in/paulfcronin/

    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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