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Financially Simple Bizcast

The Financially Simple podcast is your one-stop resource for small business owners. Gain unique insights into growing, refining, and selling businesses. You will hear ways business owners have reduced their tax liabilities, increased their income, improved office morale, saved for the retirement of their dreams, and more.
Host Justin Goodbread is a serial entrepreneur, award-winning CFP® (Certified Financial Planning professional), CEPA® (Certified Exit Planning Advisor), and CVGA® (Certified Value Growth Advisor) with years of experience guiding business owners from start to exit in their business.

Nov 1, 2021

In episode 383 of Financially Simple, Justin talks to Matteo Valles a Business Broker at Sunbelt Network.

Having a Broker on your side when it comes to selling your business might seem unnecessary, but the value that they can add in helping value the business, assisting getting prepared for sale, and with the sale itself far outweighs any costs. In this episode, Justin and Matteo look at the transaction process from both the seller and buyer’s point of view, and give some insight into the complexities of the undertaking.

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00:42 - The Business Process: Transitioning, Selling, and Buying, with Matteo Valles

02:04 - A Typical Transaction

03:39 - Intangible Assets

04:59 - Valuation

06:51 - What to Focus on as a Seller

08:30 - Looking to Buy

10:19 - Are You Really Prepared

11:51 - Expectations vs. Reality

13:08 - Banks vs. SBA vs. VCs

14:41 - Recommended Reading

15:56 - One Piece of Advice

18:09 - Strategic Buyers

18:51 - When Should a Business Owner Approach a Broker

19:36 - Wrap Up




Work with Our Team

Episode Links (Guest etc.)

Blog Links (Delete spaces)

Matteo Valles, LinkedIn

Sunbelt Business Brokers

How Did You Do It Truett??, S. Truett Cathy

Financially Simple on YouTube

Advance Child Tax Credit Payments in 2021

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Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.