Business Exit: Secret Formula Podcast By Josie David Fisher cover art

Business Exit: Secret Formula

Business Exit: Secret Formula

By: Josie David Fisher
Listen for free

For business owners thinking about selling their business in the next 1 to 5 years, there are incredible opportunities with business exit consultants and advisors who are here to help you navigate this critical journey together.Josie David Fisher Economics
Episodes
  • The $44M Referral Secret:
    Jul 28 2025

    The $44M Referral Secret: Why Your Next Big Deal Is Already in Your Network


    Guests: David G. Fisher (Mr Exit-Ready) & Derek Morgan (Referral Marketing Ideas & Referit.ai)

    Episode Summary

    In this power-packed episode, David Fisher welcomes Derek Morgan, a veteran in sales, partnerships, and referral marketing. They dive into how outdated marketing tactics are draining business owners and why referral partnerships offer a scalable, trust-based alternative to lead generation — especially for those preparing to exit their business.

    Derek breaks down the Referral Marketing Formula™, reveals why AI is speeding up your exit timeline, and shares the story behind a $44 million missed opportunity that could have been solved with a coffee and a phone call.

    🧠 Key Takeaways

    • Referral marketing isn’t ad-hoc — it’s a scalable, systemised growth strategy.

    • AI won’t take your business — but your AI-using competitors will.

    • Most leads you need already exist in your past client list or network.

    • Strategic partnerships outperform paid ads in trust, conversion, and cost.

    • Don’t just automate — automate the right strategy.

    • Your exit plan needs to begin now—not in three to five years.


      🧩 Episode ChaptersTimestamp

      Chapter Title

      00:00 – 04:10 Welcome & Derek’s Introduction

      04:11 – 10:20 From Financial Services to Referral Systems

      10:21 – 18:30 What’s Gone Wrong With Marketing Today

      18:31 – 25:00 The AI Effect: Why Your Sales Team Is Losing Cut-Through

      25:01 – 33:15 Referral Formula vs. Fad Marketing

      33:16 – 40:40 How to Grow in a Noisy Market

      40:41 – 47:55 What Should Business Owners Do Now? (Slow Down to Speed Up)

      47:56 – 55:00 Why You Must Prepare + Optimise (Even If You’re Not Ready to Exit)

      55:01 – 1:02:00 The $44M Referral That Was Missed — and Why That Matters

      1:02:01 – 1:07:00Building a Scalable Referral Partner Model

      1:07:01 – End The Referit Platform Explained + Final Nuggets

    🛠️ Tools & Resources Mentioned

    • Referit.ai – A platform to manage and scale your private referral network

    • Referral Marketing Ideas – Derek’s strategy and partnership growth advisory

      https://www.referralmarketingideas.com/

      https://www.linkedin.com/in/referralmarketingideas/

    • Referral Affiliate Invitation – from Derek

      https://portal.referit.co/sign-up/RMIpodcasts


      Business Exit & Beyond

      https://businessexitbeyond.com/


    Show more Show less
    35 mins
  • Legacy in the making with Vince Marinelli
    Jul 7 2025

    Summary

    In this episode, Vince opens up about his inspiring journey from selling newspapers as a child to becoming a successful entrepreneur in the garage door industry. He shares the ups and downs he experienced while growing his business, highlights the importance of being prepared when selling, and discusses the valuable lessons he learned along the way. Vince also takes a moment to reflect on life after his business, expressing the happiness he finds in new adventures with his family.


    Takeaways

    Vince's family moved to Australia, dreaming of new opportunities, and he began working early to help support them. In 1988, Vince took a big step by moving from working for others to starting his own business. Having a real passion for what you do is so essential for achieving success. Selling the company was a heartfelt decision, shaped by family needs. Proper preparation makes all the difference when considering a sale. To attract the right buyers, it's essential to promote your business effectively. Vince's son spent several years working in the company before choosing a different path. After winding down the business, life can open up to exciting new adventures and hobbies. Staying active and healthy is key to making the most of this new chapter.


    Chapters

    00:00

    The Journey Begins: Vince's Early Life

    04:52

    Building a Business: From Garage Doors to Wholesaling

    10:18

    The Transition: Selling the Business and Family Dynamics

    19:19

    Preparing for Exit: Advice for Business Owners

    22:39

    Life Beyond Business: Embracing New Adventures


    Keywords

    business journey, entrepreneurship, family business, business exit, garage doors, wholesaling, business advice, life after business, success stories, Vince's story




    Show more Show less
    25 mins
  • Harnessing Authenticity & AI: Building a Digital Presence with Anna Sheppard
    Jun 22 2025

    In this episode, David Fisher is joined by Anna Sheppard to discuss the evolving landscape of digital presence for business owners.

    Together, they examine the power of video as a tool for authentic connection and why diverse content is essential in today’s market.

    The conversation explores how AI can streamline business operations—without losing the vital human touch—and addresses the realities of delegation, leadership, and stepping back to gain clarity.

    David and Anna share practical insights on taking responsibility, embracing personal growth, and the freedom that comes from effective business management.

    Tune in for a candid discussion on balancing technology, authenticity, and leadership in the journey to a successful business exit.


    Chapters

    00:00

    The Birth of Meerkat Creative

    03:27

    Embracing the Camera: A Shift in Perspective

    06:27

    Authenticity in Content Creation

    08:52

    Polishing Your Business for Sale

    10:33

    The Importance of a Strong Digital Presence

    13:13

    The AI Sandwich: Merging Technology with Humanity

    15:13

    Balancing Business Operations and Personal Life

    21:42

    The Challenge of Letting Go

    22:32

    Finding Clarity on the Camino

    24:36

    The Importance of Headspace

    26:16

    The Control Freak Dilemma

    27:47

    Learning from Painful Experiences

    33:26

    Embracing Problems as Opportunities

    34:45

    Redefining Freedom in Business

    40:51

    Planning for the Future

    41:59

    Introduction to Business Exit Formula Podcast

    42:01

    Preparing for Business Exit and Legacy

    43:26


    Our special guest:

    Anna Shepherd -Meercat Creative

    https://meerkatcreative.com.au/


    Your hosts:

    Josie and David Fisher from Business Exit & Beyond



    Show more Show less
    44 mins
No reviews yet