In this episode of the Apex Business Advisors podcast, Andy and Doug dive into the complexities of partner disputes and business valuations. They explore real-life scenarios where business partners face challenges in buyouts and share their expert insights on how to navigate these situations effectively. We provide actionable advice for those consi…

Andy and Doug explore the critical need for business owners to plan ahead when considering selling their business. Andy recounts a story of a client who faced unexpected financial implications due to a lack of foresight and planning. They stress the importance of involving accountants, attorneys, and financial planners early in the process to maxim…

Welcome to another episode of the Apex Business Advisors podcast. This week, your host Andy Cavanaugh is joined by Jeff Crooks, a seasoned expert with over 20 years in the business brokerage industry. In this episode, Jeff shares valuable insights and practical advice for both buyers and sellers in the business marketplace. Jeff dives into the impo…

Welcome back to the Apex Business Advisors podcast! This week, Andy is joined by the industry titan, Debbie Small, who brings an impressive array of credentials, including multiple national awards from the IBBA and Apex. Debbie shares her expertise on the intricate process of buyer searches, a strategy she believes is the best way for buyers to fin…

Welcome back to the Apex Business Advisors podcast! In this episode, Doug shares insights on why buying unnecessary equipment or inventory to reduce taxes can backfire, especially if you plan to sell your business soon. For more expert advice and resources on selling or buying a business, visit kcapex.com. Whether your business is valued at $50,000…

In this episode, we dive into recent business closings, including a landscape equipment dealer and a local salon, discussing the complexities faced during these transactions. Our main focus is on the key differences between asset sales and stock sales. We cover tax implications, risks, and benefits for both buyers and sellers, along with the import…

Welcome to the latest episode of the Apex Business Advisors podcast! We pick up our conversation with Mitzi Swaffer from MS Financial. Mitzi brings her expertise to discuss the importance of planning your financial future and preparing for a successful business exit. In this episode, Mitzi shares unique insights on the differences between financial…

In this episode of the Apex Business Advisors Podcast, Andy and Doug are joined by the accomplished financial expert Mitzi Swaffer from MS Financial Resources. With over 15 years of experience as a certified financial planner, Mitzi shares her insights on retirement planning, especially tailored for business owners. Mitzi delves into her background…

Welcome back to the Apex Business Advisors podcast! In this episode, we discuss the intricacies of business transactions, focusing on efficiency and the impact of lost days. We examine a lengthy liquor store deal in depth, highlighting challenges such as managing multiple buyers, non-responsive attorneys, IRS liens, landlord approvals, and the impa…

In this episode, Andy and Doug dive into the complexities of business closings, sharing recent challenges and successes. Andy recounts his recent frustrations of delayed closings, while they both highlight the impact of poor communication from bankers and buyers. They discuss successful deals, including a heating and air business, a port-a-potty co…

In this episode, we dive into the essentials of optimizing your LinkedIn profile and leveraging the platform for business growth. Our expert guest, Jason Terry a seasoned LinkedIn trainer, shares invaluable tips on creating the perfect profile picture, crafting an engaging bio, and utilizing LinkedIn's features to their fullest potential. Learn why…

In this insightful episode, Doug invites LinkedIn expert Jason Terry to discuss the transformative power of LinkedIn for businesses. Jason shares his unique journey from IT to sales and how LinkedIn became an essential tool in his success. The episode dives deep into the importance of maintaining a strong LinkedIn presence, the benefits of regular …

In this episode, we sit down with Tina Youngblood, a seasoned professional transitioning from a high-stakes corporate M&A background to a brokerage role at Apex. Tina shares her journey through corporate America and the startup world, revealing the challenges and politics that led her to seek a more fulfilling career. Discover the pivotal moment th…

In this episode, we dive deep into the intricacies of business negotiations and how minor issues can accumulate, creating significant hurdles. Our hosts share a real-world example of a deal fraught with small but impactful challenges, including software ownership, training commitments, and non-compete clauses. We discuss the importance of perceptio…

Welcome back to the Apex Business Advisors podcast! In this episode, host Andy Cavanaugh and Doug Hubler discuss recent business closings, including a notable deal in the durable medical equipment industry. They explore the complexities of business transactions, landlord challenges, and screening potential buyers. Special guest Byron Ginsburg, an e…

Welcome to another episode of the Apex Business Advisors podcast! Join hosts Andy Cavanaugh and Doug Huber as they explore managing expectations between business brokers and buyers. They discuss the importance of regular contact, understanding broker roles, and clear communication. Andy and Doug celebrate recent deals, share stories from the broker…

The episode also explores the unsolicited LOI, highlighting red flags and potential scams in brokerage. Andy and Doug dissect the LOI, discussing buyer tactics and the importance of professional intermediaries for protecting sellers. They explain how to qualify serious buyers and ensure smooth business transactions.…

In this episode, Andy and Doug talk with Isaac Miranda from TRO Agency about the vital role of website design and video production in business valuation and sales. They discuss the necessity of having a website, the costs involved, and the importance of regular updates and security. The conversation highlights the benefits of SEO and lead generatio…

Welcome back to the Apex Business Advisors podcast. In this episode, Andy and Doug discuss the nuances of business communication in today's digital world. They delve into the importance of face-to-face meetings and the challenges posed by relying solely on digital communication. Learn about the pitfalls of email miscommunications, the necessity of …

Welcome back to the Apex Business Advisors Podcast! Join your host, Andy Cavanaugh, and the president of Apex, Doug Hubler, as they delve into the intricacies of recent business transactions and the crucial role of professionals in the process. This episode kicks off with a discussion on successful closings, highlighting strategic moves that benefi…

Welcome back to another episode of the Apex Business Advisors Podcast, featuring hosts Andy Cavanaugh and Doug Hubler. Fresh from the International Business Brokers Association (IBBA) conference, our hosts share experiences, humor, and insider stories. This episode highlights the importance of maintaining professional decorum even at industry gathe…

In this latest episode of the Apex Business Advisors podcast, host Andy Cavanaugh and Apex president Doug Hubler engage in a lively Q&A session during the Entrepreneurs Alliance event. Packed with candid experiences and persuasive advice for business owners ready to sell, they delve into why they started their podcast, the momentum behind it, and t…

Welcome to an exciting episode of the Apex Business Advisors Podcast, hosted by Andy Cavanaugh and featuring Apex president, Doug Hubler. Recorded live at an Entrepreneurs Alliance networking event, this special edition explores common but costly mistakes sellers often make from the perspective of experienced business advisors. The hosts discuss er…

In this episode of the Apex Business Advisors Podcast, Andy Cavanaugh and Doug Hubler explore business acquisitions, discussing strategic alignment, qualified buyers, and the importance of professional assistance. They highlight the value of rigorous vetting processes, caution against rushing meetings, and emphasize the significance of NDAs in main…

We're at the IBBA Conference this week and unable to connect, so we wanted to bring you one of our favorite episodes from the vault. We're talking all about Value Discounters in this episode. We dissect industry trends and real-world scenarios to illustrate how factors like organizational structure and customer concentration can affect your busines…

Today's episode of the Apex Business Advisors Podcast is all about Conference Season. Andy and Doug share insights from their past attendance at two major industry events: the International Business Brokers Association (IBBA) conference and the M&A Source Conference as a preview for their upcoming trips to the events. The episode highlights the inv…

We share the story of a deal that faced potential derailment due to an attorney's intervention. This highlights the critical role of attorneys in the deal-making process and the importance of careful selection and collaboration with brokers and sellers. We stress the significance of time in deals and discuss pitfalls that arise when attorneys adopt…

In this episode of the Apex Business Advisors podcast, Andy and Doug discuss the critical importance of honesty between lenders and borrowers when securing business loans. They examine a recent transaction failure resulting from undisclosed financial issues, highlighting the need for transparency. The episode delves into potential pitfalls in filli…

Andy and Doug share amusing anecdotes from memorable buyer-seller meetings. From unexpected attire choices to mismatched buyers and sellers, they entertain listeners while offering valuable insights into effective communication, preparation, and broker involvement in successful business deals. This episode is a must-listen if you're in the market t…

In this episode of the Apex Business Advisors Podcast, host Andy Cavanaugh and Doug Hubler chat with Jason Moxness, a seasoned expert on Small Business Association (SBA) loans. They discuss recent changes in the SBA landscape and their impact on business acquisitions, covering updates on loan application processes, criteria, and qualifying factors.…

Doug and Andy's schedules did not align for them to record this week, so we're using the audio from a brief portion of a webinar that Andy was a presenter on a few weeks ago. His part centered around the concept of Owner's Metrics vs. Manager's Metrics. We hope you enjoy this special edition of the podcast, and we'll be back next week with Andy and…

On today's episode of the Apex Business Advisors Podcast, Andy and Doug are talking about extreme add backs. These aren't just any add backs, these are the add backs where a seller has pushed it past the line. They also share the example of tax savings versus lost value at sale. Interested in learning how the market would view your business today? …

Doug and Andy are joined by one of our newest brokers, Tom Bailey. Hear how Tom's background as an engineer and entrepreneur led him to Apex and what he plans on accomplishing while he is here. Welcome aboard, Tom! Want a sample of the businesses we've sold? Check out the Sold page on our website, then get in touch for a Free Consultation.…

Andy and Doug are joined by Chuck Campbell today to discuss a recent deal that Chuck just closed. The deal had a lot of wrinkles that Chuck expertly navigated. You'll hear about the challenges presented by the Exclusive Listing Process, Buyers that had separate legal representation, dealing with a small town business, and how those were overcome. W…

Andy and Doug discuss the four things that will land a Buyer, Seller, or Team Member on the DNWW (Do Not Work With) List. They discuss deal killers, NDA breakers, liars, and process breakers. Interested in learning if your business is sell ready? Take the survey to find out.Oleh Apex Business Advisor Podcast

On today's Apex Business Advisors podcast episode, Andy and Doug discuss a recent Offer to Purchase they received. The buyer took the Apex form and made some "adjustments." The discussions revolve around how the buyer inadvertently waived their right to exclusivity, Apex's ability to provide financial information to a lender, and the seller's requi…

On today's episode of the Apex Business Advisors podcast, Doug talks about the Apex Awards Banquet, Andy shares a story about a buyer looking for Creative Financing in a hyper-competitive market, and they unveil the latest tools to help Sellers understand the value of their business. If you want to learn how "Sell Ready" your business is, take the …

On today's episode of the Apex Business Advisors Podcast, Andy and Doug are joined by Dan Loiacano to discuss how real estate can impact the ability to sell a business. The discussion topics include the highest and best use of the property, which may not necessarily be the business built and residing on the property. They further discuss the curren…

Listen to today's episode of the Apex Business podcast where Andy and Doug discuss the one key thing that can keep a deal together or cause it to fall apart - communication. Interested in learning how the market would view your business? Take a free assessment of your business and get a custom sellability score.…

On this Apex Business Advisors Podcast episode, Andy and Doug discuss the importance of aligning Sellability between the Business, Owner, and Financial needs. Interested in learning how the market would view your business? Take a free assessment of your business and get a custom sellability score.Oleh Apex Business Advisor Podcast

For our 100th episode, we wanted to bring in the team at Apex to hear what they're grateful for, their favorite clients, and what they're looking forward to in 2024. Thank you for a great 100 episodes. We're excited to bring the next 100. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our…

Andy and Doug discuss the amount of capital a buyer needs to bring to the table to make a deal work. They'll discuss the criteria that mean a deal fits, including the Owner's Salary needs, Debt Service, Operating Capital, and Taxes. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our websi…

Andy and Doug were recently part of a deal where the owner suddenly passed away, and the family and estate were left with quite a mess to deal with. Today, they discuss that while an exit may not be imminent, having a succession plan is something that is necessary and warranted at all lifecycles of a business. Ready to start the conversation? Get i…

Andy and Doug discuss examples of where Buyers neglecting to complete information, changing entities, and good ol fashioned not following instructions impact the timeliness of a deal closing. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Apex T…

On today's episode of the Apex Business Advisors podcast, Andy and Doug talk to newer buyers who wonder why they have to sign a non-disclosure and share financial information before seeing any information on a business. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which inc…

On today's episode of the Apex Business Advisors podcast, Andy and Doug highlight critical information from the latest Market Pulse Survey that pertains to buyers and sellers of Main Street and Mid Market Businesses. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includ…

On this episode of the Apex Business Advisors podcast, Andy and Doug are joined by Ron Kleier. Ron is a veteran broker joining us to share his road to success, industry specific expertise, and share the best casinos to visit when driving through rural Oklahoma. Can't get enough of Andy and Doug? Head on over to our friends at the Small Business Mir…

On this episode of the Apex Business Advisors Podcast Andy and Doug discuss the three different types of Valuations. The discuss the purpose of the the reports and when it is appropriate to use a Certified Valuation, Standard Valuation, and Broker's Opinion of Value. Interested in learning more about what your business is worth? Email us at support…

On today's Apex Business Advisors podcast episode, Andy is joined by our colleague Chuck Campbell. Chuck joins us to discuss the standard for an Apex client. He shares the four criteria we seek in an engagement and why meeting those criteria ultimately leads to a successful outcome. Ready to start the conversation? Get in touch for a FREE consultat…

On today's episode of the Apex Business Advisors podcast, Andy and Doug discuss the benefits of having a Broker's Opinion of Value performed in the 4th quarter. For a business to sell successfully, both the owner and the business must be ready. Unfortunately, this year, we have had to turn down several listings where only the seller was prepared. T…