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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.

Feb 20, 2018

In episode 26 of Financially Simple, Justin goes over putting together the Sales Presentation of your Business, and how to approach the Buyer.

When it comes to selling your business, it’s important to have a good Sales Presentation for the buyers and to have the right team to help present it. Justin talks about preparing for the presentation, knowing what to expect, and how to pick the players to support you and your Business throughout this phase of negotiations.

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TRANSCRIPT: Your Business Sales Presentation: Putting the Sales into the Sale – Post #26



00:31 - The Sales Presentation

03:57 - Assembling Your Team

04:43 - Unintended Consequences

05:17 - Example Scenario

06:31 - How to avoid making this mistake

07:24 - How much will it cost?

07:58 - Next comes the Pitch

08:34 - Look for the cracks

10:21 - Practice, practice, practice

11:03 - Just answer the questions

11:42 - Pitch an unranked team

12:27 - Bring your “A” game

For more in-depth reading about this podcast series, pick up a copy of Justin's new book: The Ultimate Sale



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Neither Financially Simple, LLC nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Justin Goodbread, CEO of Heritage Investors, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through Heritage Investors. The information contained within the podcast is for informational purposes only and not considered investment advice. Seek help from a competent Financial Advisor.