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PODCAST

The Apex Business Advisors Podcast

Apex Business Advisor Podcast

Are you a business owner that is considering selling your business? Have you ever thought of buying a business? Apex Business Advisors is a leading Business Intermediary. The Business Brokers that make up the firm will be here each week to share their knowledge on the process of buying and selling a business.

business entrepreneurship

All Episodes

16:27

The New Lending Rules

The Apex Business Advisors Podcast ·

2025/08/21

Today we're talking about the evolving world of business lending resulting from the recent SOP changes by the SBA. Effective since June 1st, the banks are trying to re-define their lending criteria, particularly in the wake of economic uncertainty. The conversation covers how debt coverage ratios are pivotal in lending decisions and how banks are now scrutinizing buyer backgrounds and financial strength more than ever.Whether you're a buyer or a seller, this episode provides essential tips on

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19:45

What happens when you go around an NDA

The Apex Business Advisors Podcast ·

2025/08/14

In today's episode of the Apex Business Advisors Podcast, Andy and Doug discuss the real life impacts (and consequences) of going around an NDA. We talk about the importance of non-disclosure agreements (NDAs) and the role they play in safeguarding business transactions.

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21:50

Engagement Agreements Demystified: Insights for Sellers

The Apex Business Advisors Podcast ·

2025/08/07

In this episode, we dive into the intricacies of engagement agreements and their role in business sales. Learn why maintaining accurate information is crucial when entering into engagement agreements and how these documents have evolved over time to safeguard both sellers and buyers.Join us as we explore the main components of engagement agreements, including the exclusive right to sell, commission structures, and the importance of providing truthful information. If you're considering buying or

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20:59

The Impact of Personal Expenses on Valuation

The Apex Business Advisors Podcast ·

2025/07/31

In this episode of the Apex Business Advisors podcast, Andy and Doug discuss the complications that arise when business owners mix personal expenses with company finances. The episode sheds light on the impact of excessive personal add backs, a common issue in the business sales process, and how it affects potential deals. Listeners will gain insight into a current case where a business is facing valuation challenges due to high personal expenses run through the company. With banks increasingly

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22:27

Closing the Deal – Twice

The Apex Business Advisors Podcast ·

2025/07/24

In this episode of the Apex Business Advisors podcast, Andy and Doug dive into a unique business transaction that saw the closing of the same business twice within a few years. The business's new journey unfolds as the owners found it necessary to sell again due to lifestyle and professional changes.The discussion offers insight into the complexities of such transactions, highlighting critical factors including the importance of having legal representation early on to avoid last-minute

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15:42

Deal Structure: Structured Installment Sale

The Apex Business Advisors Podcast ·

2025/07/17

The conversation dives deep into the benefits of IRS-approved structured installment sales as a simple, straightforward method for deferring taxes, compared to the more complex and risky deferred sales trusts. Andy and Doug explain how these financial arrangements can help sellers defer taxes, the required conditions for setting them up, and the potential pitfalls of deferred sales trusts if not properly structured.Listeners can also learn about the new features of the Apex Business Advisors

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14:50

Best Of: Avoiding Costly Tax Traps

The Apex Business Advisors Podcast ·

2025/07/10

In this best of episode of the Apex Business Advisors podcast, Andy and Doug dive deep into the often misunderstood world of tax management strategies within business transactions. The discussion unravels the complexities of end-of-year equipment and inventory purchases used to minimize tax liabilities. We share real-world anecdotes on how these seemingly beneficial decisions can backfire, affecting net income, business valuation, and deal success.

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16:17

Know Your Advisor: Dave Pilcher

The Apex Business Advisors Podcast ·

2025/07/03

Today, we introduce you to the newest member of our team, Dave Pilcher. Dave joins Apex with a diverse background in business management and subprime lending, bringing with him a wealth of knowledge and experience in dealing with businesses and potential buyers.In this episode, Dave talks about his transition into the advisory role and his passion for helping business owners prepare for a sale. With insights gathered from years of experience, Dave shares how he leverages his presentation skills,

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24:50

The 3 (or is it 4?) waves of buyers

The Apex Business Advisors Podcast ·

2025/06/26

Today we're talking about the various waves of marketing in business sales, from leveraging existing contacts to targeted outreach and industry buyers. The episode also explores the importance of engagement agreements, the role of advisors, and the dynamics of buyer interest changes.Whether you're a buyer, seller, or simply interested in the business sales process, this episode offers a comprehensive look at the strategies used by APEX to connect buyers and sellers effectively.

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15:54

Best Of: Valuation Best Practices

The Apex Business Advisors Podcast ·

2025/06/19

Andy shares a cautionary tale about the pitfalls of relying solely on accountants for business valuations, illustrating with a case where an accountant's valuation was significantly higher than its market value. The episode emphasizes the importance of engaging certified business appraisers and experienced brokers to ensure realistic pricing and seamless transactions.This episode is a must-listen for business owners and aspiring entrepreneurs seeking to understand the intricacies of buying or

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22:00

DIY Dangers: Selling Your Business the Right Way

The Apex Business Advisors Podcast ·

2025/06/12

In this episode, Andy and Doug discuss the risks and pitfalls of attempting to sell your business without professional guidance, as shared in a cautionary tale about a seller who lost a major client due to a botched DIY sale. They discuss the importance of leveraging professional networks and expertise, emphasizing the value of contacts and the right timing for sharing information during the sales process.We explore the common mistakes business owners make when selling on their own, the crucial

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25:02

The Emotional Journey of Business Ownership

The Apex Business Advisors Podcast ·

2025/06/05

In this engaging episode of the Apex Business Advisors podcast, we're joined by our longtime friend, Stephen Heiner. Stephen, a trusted colleague since 2017, brings unique insights into the world of entrepreneurship.The conversation explores the emotional aspects of buying and owning a business, highlighting how this journey is much more than just a financial venture. Drawing from Scott Greenberg's book 'The Wealthy Franchisee', we discuss critical self-reflective questions potential business

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19:27

An Attorney Would Have Helped

The Apex Business Advisors Podcast ·

2025/05/29

In this episode of the Apex Business Advisors podcast, we discuss the necessity of detailed legal documentation in business transactions. Our primary topic of conversation is about an issue stemming from a DIY Asset Purchase Agreement that led to disagreements over who gets what after the sale between buyer and seller.

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14:20

Is there such a thing as receiving a full price offer...

The Apex Business Advisors Podcast ·

2025/05/22

This week, we dive into the dynamics of business sales efficiency and address a paradox many sellers face: can a deal be closed too quickly?Our conversation centers around the swift under-contract achievement by broker Jay Kvasnicka, sparking discussions on pricing strategies and seller apprehensions. We touch on how full-price offers within weeks can raise concerns about valuation, even when the numbers align perfectly. This episode is packed with insights for both buyers and sellers, emphasizing

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19:27

Buyer Seller Tips on Video Calls

The Apex Business Advisors Podcast ·

2025/05/15

In this episode, we dive into the evolving dynamics of buyer-seller meetings, particularly in the post-COVID era, and how technology has reshaped the negotiation landscape.We share personal anecdotes and insights from recent experiences with buyer-seller meetings, highlighting changes in traditions and the new norms established in the business world. We discuss the importance of words, tone, and body language during these meetings and how they can significantly impact outcomes. Whether you're a

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21:36

Know your Advisor: Jason Moxness

The Apex Business Advisors Podcast ·

2025/05/08

We welcome back a familiar voice, Jason Moxness, who recently transitioned from a long banking career into the business brokerage world. Jason, a well-known figure in the banking and SBA sector, joins Apex as a knowledgeable advisor and shares his insights on navigating economic challenges such as tariffs, which have both positive and negative impacts on businesses.Listeners will learn from Jason's inspiring journey, spanning over 32 years in finance, where he honed his expertise in lending and SBA

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20:09

"Speed and Certainty" with Dr. Valerie Vaughn

The Apex Business Advisors Podcast ·

2025/05/01

This episode features a special guest, Dr. Valerie Vaughn, who shares her insights on the critical concepts of speed and certainty when evaluating buyers and sellers. Discover why motivation, financial capability, and a genuine passion for the business are key to closing deals successfully.

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23:01

A changing business landscape

The Apex Business Advisors Podcast ·

2025/04/24

Andy and Doug dive into the complexities of deal closings, discussing the dynamics and challenges that come with the territory. Listeners are taken through the journey of recent closings, including a rapid cash deal that concluded in under two weeks and the hurdles associated with a protracted six-month deal.We explore the role of cash buyers in the current marketplace and the speed and efficiency they bring to transactions. Mainly, we delve into the shifting economic landscape and its influence on

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22:31

Unlocking the Power of Client Success Stories with...

The Apex Business Advisors Podcast ·

2025/04/17

Andy and Doug are joined by special guest John Stevenson from Client Kudos. In this episode, John shares his journey from a high-stakes sales career to founding a company focused on helping businesses tell their client success stories effectively. With insights from his extensive experience, John discusses the critical role these narratives play in sales and marketing strategies across various industries.John explains the importance of storytelling in making personal connections and gaining trust

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22:57

Navigating the Shift from Corporate to...

The Apex Business Advisors Podcast ·

2025/04/10

Discover the differences between corporate-led acquisitions and buying a business on a personal level. Andy and Doug highlight the challenges faced by individuals used to having large teams and resources at their disposal as they venture into entrepreneurship. The conversation sheds light on the nuances of due diligence, asset versus stock purchases, and the critical mindset shift required to succeed in this new, competitive landscape.Listeners will gain valuable insights into the strategic

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197 results

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