Exit
Final Reflections – From CEO to Strategic Advisor: Transitioning Your Role and Continuing to Add Value
The transition from founder or CEO to strategic advisor inside an acquiring company – especially a large, established organization like Walmart – is one of the most pivotal moves in a leader’s career. While the day your business is acquired marks a major milestone, success inside the new company doesn’t happen automatically. Instead, it requires…
Read MoreThe Sales Process: Understanding Buyer Motivations And Reinforcing Your Organization’s Value Beyond The Financials
Navigating the sales process after signing a Letter of Intent (LOI) is one of the most critical phases for CEOs and sellers. It’s a time when buyer motivations deepen beyond just numbers, and maintaining momentum becomes paramount. Drawing from lessons learned while scaling and selling a telemedicine company to Walmart, this article outlines common mistakes…
Read MoreLesson #8: Preparing For Sale: Getting Your Business Ready For Sale At Maximum Valuation
Let’s face it — most founders and CEOs overvalue their business and wait too long to start preparing for sale. This common combination often leads to disappointing valuation multiples, prolonged deal timelines, or, worse, failing to sell their business at all. Successfully exiting your company for top dollar requires honest self-assessment, rigorous preparation, and strategic…
Read MoreLesson 4: Financial Discipline – Optimizing for Value: Fueling Growth While Preserving Equity and Flexibility
For founders and CEOs, the challenge of scaling a business is not just about accelerating growth—it’s about doing so without sacrificing control, flexibility, or excessive equity. Selling a company to a giant like Walmart demands not only vision but rigorous financial discipline. The best CEOs and CFOs work together to fuel growth by maximizing internal…
Read MoreLesson # 1 from Scaling and Selling Your Business for a High Valuation: Ensuring Your Business Model Can Rapidly Scale Without Breaking
Scaling a business is exhilarating—until your systems, people, or processes start to crack under the pressure. Doubling a telemedicine company in two years and selling it to Walmart taught me firsthand that rapid growth is only possible if your foundation is rock-solid. Here’s how to ensure your business model is built for scale, with the…
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