With over 25 years of experience in electrical engineering, physics, and sales, Mike has tapped into the unique insights of how technology and process can revolutionize sales strategy. As CEO of Patter AI, he continues to champion these revolutionary tech-driven strategies that supercharge strategic sales and has been instrumental in the extraordinary growth of several high profile companies. These methodologies are now detailed further in ‘Sales Sucks’, his newest book, co-authored by friend and colleague Gregg Murphy. Key themes included: Entrepreneurial Lessons Sales Process Development Mixed Sales Methods Patter AI Platform Scaling with Technology Sales Team Training Financial Best Practices — Mike's Email: mike@patter.io  Mike's Website: www.salessucksbook.com  Mike's LinkedIn: https://www.linkedin.com/in/mikelatch/  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Liz Steblay has been a wise mentor to thousands of self-employed professionals, helping them realize their dreams of becoming solo entrepreneurs. With decades of experience building her own solopreneur career, including founding a national talent agency that made the Inc. 5000 list of fastest-growing private companies in the U.S. twice, Liz has distilled the formula for solopreneur success down to six essential keys. As the bestselling author of Succeeding as a Solopreneur, published in partnership with Inc. Magazine in March, Liz explains how these keys are crucial for overcoming FUD—fear, uncertainty, and doubt—and paving the way for long-term success. Key themes included: Retainer Pricing and Client Trust Building Wealth Through Tax Reduction Solopreneurship to Entrepreneurship Transition Networking and Business Development Financial Management for Solopreneurs Overcoming Fear and Uncertainty Effective Pricing Strategies — Liz's Website: www.sixkeys.info  Liz's LinkedIn: https://www.linkedin.com/in/independentconsulting/  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Justin Goodbread is a renowned entrepreneur, author, and business coach with over 30 years of experience in scaling and exiting successful businesses. Beginning his entrepreneurial journey at just 15, Justin learned early the transformative power of business ownership and financial independence. His impressive track record includes selling his last business for over $10 million within just 49 months, marking him as a top-tier expert in the business community.      Justin's expertise is particularly valuable for seasoned business owners, especially those in service industries with annual revenues exceeding $500,000. He excels in helping these entrepreneurs break through growth barriers and prepare for lucrative exits. His strategic guidance focuses on enhancing business value and making companies appealing to potential buyers. Justin addresses critical issues like feeling trapped in one's business and navigating transitions, offering actionable solutions for accelerated growth and successful exits.   Key themes included: Business Transaction Trends Exit Strategy Planning Hiring Challenges Documentation and Systems Business Value Improvement Entrepreneurial Transition Coaching and Mentorship — Justin's Website: https://www.justingoodbread.com/  Justin's LinkedIn: https://www.linkedin.com/in/justingoodbread/  Justin's X: https://x.com/justingoodbread  Justin's YouTube: https://www.youtube.com/@justingoodbread  Justin's Instagram: https://www.instagram.com/justingoodbread/  Justin's Facebook: https://web.facebook.com/justingoodbread  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

With over 21 years of experience as a CEO, Adam Coffey has led three major companies under private equity sponsors, mastering turnarounds and acquisitions. He's an author of bestselling books, like The Exit Strategy Playbook, and brings his wealth of experience to his consulting practice, guiding numerous entrepreneurs towards successful exits. Beyond his professional achievements, Adam cherishes personal growth and work-life balance, offering invaluable advice on building strong company cultures and meaningful connections. "My worst payday ever in the world of private Equity was a 2x multiple of invested capital. However, my best payday ever was 11 times multiple of invested capital." Key themes included: Private Equity Practices: Buying and selling companies. Business Integration: Aggregating smaller companies. Entrepreneurial Growth: Buy-and-build model. M&A Strategy: Multiple arbitrage and due diligence. Private Equity Dynamics: Investment periods and paydays. Continuous Learning: Personal and professional development. Company Culture: Attracting and retaining talent. — Adam's Website: http://www.ceoadvisoryguru.com/  Adam's LinkedIn: http://www.linkedin.com/in/adamecoffey/  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Seth Damski, the visionary behind Old City Investment Partners, curated an extraordinary event – the "Alpha on the Delta" conference. This wasn't your run-of-the-mill finance gathering; picture engaging discussions during the day and epic performances by The Rolling Stones at night. Quite a unique experience, right? "So if we're really doing our job right, you know, we've gotten to know our investors, you know, really well. Often over the course of years, if not decades." Key themes included: Effective fund manager attributes Importance of due diligence Seth Damski's career journey Old City's investment strategy Role of placement agents Investor-manager relationship building Alpha on the Delta conference — Seth's Website: www.alphaonthedelta.com  Seth's LinkedIn: https://www.linkedin.com/in/seth-damski-6833b11/  Old City Investment Partners: https://www.linkedin.com/company/old-city-investment-partners/  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Cindy Carrillo is a dynamic entrepreneur and coach dedicated to supporting business leaders and entrepreneurs. From founding a pivotal backup care program to helping companies create boutique benefits, Cindy's career has been marked by a blend of strategic innovation and compassionate leadership. She's passionate about guiding others through change and transitions, offering a unique immersion coaching experience on her picturesque ranch in Colorado. Her book, "Finding Your Next," delves into overcoming blockers to change and thriving personally and professionally. "...one that keeps us the most from changing, and that's our willingness to settle because we're fearful of the unknown, we're fearful of failure." Key themes included: Scaling Challenges in Consulting Firms. Transition from Personal Consultancy to Company Growth. Fear of the Unknown and Failure. Importance of Complementary Teams. Leadership and Strategic Thinking. Entrepreneurial Mindset and Business Growth. Work-Life Balance Solutions for Employees. — Cindy's Website: https://www.findingyournxt.com/  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Adam House, a serial entrepreneur with seven businesses under his belt, knows the dedication it takes to build a thriving startup, often working 100-hour weeks. He advocates for running lean, believing economic constraints steer clear of poor decisions, and emphasizes the need for solid foundations and strategic vision over merely capital. Adam's personal journey took him from a successful exit at age 32 to fulfilling a lifelong dream in semi-pro basketball, only to return to business with renewed vigor and an eye on innovation in healthcare analytics. His philosophy encompasses the power of vision, the importance of relationships, and learning through doing, ensuring that progress and action are central to any entrepreneurial endeavor. Key themes included: Importance of Action and Progress Vision Over Capital in Business Critique of "Finding Your Why" Balancing Faith and Fear Mentorship and Advisory Significance Self-Leadership and Role Understanding Testing, Failing, Learning, Iterating — Website: https://www.houseofbricks.io/  LinkedIn: https://www.linkedin.com/in/adamhousesr/  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Surabhi Shenoy is a CEO Coach who helps ambitious tech founders scale their businesses and increase the value of their business to achieve lasting wealth. Her unique coaching approach blends personal and business transformation, drawing on her own experience as a 2x successful entrepreneur with multiple exits. Surabhi’s journey began in 2005 when she co-founded Tejora Technologies with her husband, Nitin. After his passing in 2017, she took full control of the business during a period of intense personal and professional challenges. Despite the odds, she led Tejora to growth and a successful exit in early 2022. Through her experiences, Surabhi developed the CEO Mastery framework. This system empowers founders by focusing on vision, strategy, mindset, and skillset, while also optimizing their business for growth through strategic offers, financial management, and efficient operations. Key themes included: Premium Pricing Strategy Productizing Services for Scalability Value Creation Over Cost Competition Importance of Mentorship Data-Driven Decision Making Business Skill Development Operational Efficiency and Cost Control — Website: www.surabhishenoy.com  LinkedIn: https://www.linkedin.com/in/surabhi-shenoy-ceo-coach/ — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

Former SBI CEO Matt Sharrers, renowned for guiding the firm to consecutive recognitions as one of America’s Most Admired Management Consulting Firms by Forbes, now focuses on empowering CEOs and advising private equity firms. After grooming his successor, he transitioned to coaching leaders through transformative phases. Matt’s latest mission centers on facilitating successful transitions for founder CEOs and accelerating scale for second CEOs, articulated in his impactful book, “The Second CEO: Accelerating Scale When Following the Founder.”   As a Second CEO who followed a founder, Matt brings unique insight, having not only witnessed these dynamics through his coaching and board work but also having lived through them firsthand. With a career spanning three decades, Matt’s expertise, honed through roles as an athlete, F500 executive, and CEO of a PE-backed company, underscores his commitment to enabling extraordinary results in a domain ripe with opportunity. Motivated by impact rather than monetary gain, Matt seeks to inspire and effect profound change through his writing and consulting endeavors. Key themes included: Succession Planning: Founder to Professional CEO Self-awareness and humility in leadership Structured sales and management systems CEO and team transition requirements Nostalgia and ego management Revenue as a business value driver Role of private equity firms — Website: www.etjadvisory.com  LinkedIn: https://www.linkedin.com/in/mattsharrers/  Email: Msharrers@etjadvisory.com  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!

The nation’s top franchise coach and consultant, Adam Goldman, knows that even with well-paying jobs, there is one major problem in Corporate America: you can't pursue your own dreams while working for someone else. Franchising has allowed Adam, a father of three, to achieve his dreams. Over the past 9 years, Adam has helped hundreds of people to change their lives through franchise business ownership. He helps others find the right franchise for them and goes on to match them with the right opportunity in their area.   Key themes included: Challenges in First Business Year Importance of Franchise Model Adherence Semi-Absentee Franchise Ownership Leveraging Family in Franchising Financing and Investment Considerations Role of Franchise Coaches Service Business Opportunities — Website: https://www.franchiseadam.com  LinkedIn: https://www.linkedin.com/in/adamgoldmanfranchise/  — Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/  Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/  Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com  — If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review. Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you! *Some of these links might be affiliate links.  Thank you in advance if you choose to work with one of the companies I believe in.  The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you. Thanks for tuning into this episode of Exit Plan!