Are you clear on what you want from selling your business? Is your business set up for a successful exit?

In this episode of 7-8 Figure Special Series I interviewed Trever Acers. Trever F. Acers is a Managing Director at Objective, Investment Banking & Valuation. He draws on his 20+ years of investment banking, acquisition, and strategy experience advising middle market companies on transaction execution and strategy.

Prior to founding Objective, Trever served as a Director at TGG Capital, where he led the firm’s financial and strategy consulting operations. Previously, he was Director of The Oxford Investment Group’s Western U.S. private equity activities and Managing Partner at Passage Venture Capital Partners. Earlier in his career, he managed the post-acquisition integration and continuing operations of three entities with total annual revenues of $29 million for EMC Corporation, and led business performance improvement engagements for KPMG Consulting.

Trever has a MBA from the UCLA Anderson School of Management with a finance concentration and a bachelor’s degree with high honors in business administration from the University of San Diego. He holds FINRA Series 79 and Series 63 licenses and is a Registered Representative of BA Securities LLC, Member FINRA SIPC.

Are you ready for the challenges of selling your business? Check this out!

Show Links:

Objective, Investment Banking & Valuation Website: https://www.objectiveibv.com/

Trever Acers on LinkedIn: https://www.linkedin.com/in/treveracers/

Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cG

Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscaling

Looking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

Are you investing in your business education for long-term success?

In this episode of The Business Ownership Podcast I interviewed Kevin Dunlap. Kevin A. Dunlap is the founder and lead trainer for Optimal Performance Academy. This is an education-based company aimed at pre-startups, startups, and entrepreneurs who have been in business for a few years. He focuses on people who have their own way of doing things and want to get their expertise out to the world. This may be realtors, trainers, coaches, and other type of industry experts. One of the first areas that he teaches is called having a Spiral Revenue Model. In this model, you will look at your programs and understand how each program or service that you provide can lead to other services or programs that you have available.

Do you know what’s missing from your business toolkit?
Get essential education to unlock your business potential. Check this out!

Show Links:

Optimal Performance Academy Website: https://optimalperformanceacademy.org/about/

Kevin A. Dunlap on LinekdIn: https://www.linkedin.com/in/kevinadunlap/

Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cG

Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscaling

Looking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/

Are your assets truly protected?

In this episode of The Business Ownership Podcast I interviewed Collin Andries. He is a Wealth Advisor at Accesible Wealth Strategies. Collin’s journey from accounting to private wealth management gives him a unique perspective on safeguarding assets and ensuring business continuity in unexpected situations.

He discusses critical topics like creating a comprehensive estate plan, the importance of shareholder agreements, and the value of planning for life events such as illness or loss. Collin shares real stories that highlight how proper planning can make all the difference, including a client who could focus on recovery thanks to a solid financial foundation.

Is your business built to withstand life’s curveballs?

Learn how to secure your business. Check this out!

Show Links:

Book a call with Collin: https://calendly.com/aws2019/30min

Collin Andries on LinkedIn: https://www.linkedin.com/in/collinandries/

Accesible Wealth Strategies Website: https://www.accessiblewealthstrategies.com/

Book a call with Michelle: https://go.appointmentcore.com/book/IcFD4cG

Join our Facebook group for business owners to get help or help other business owners! The Business Ownership Group - Secrets to Scaling: https://www.facebook.com/groups/businessownershipsecretstoscaling

Looking to scale your business? Get free gifts here to help you on your way: https://www.awarenessstrategies.com/