Business & Exit Planning Simplified
By Joe Curry
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Subscribers: 2
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Episodes: 27
Description
The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.
| Episode | Date |
|---|---|
|
Final Episode: Lessons on Building a Sellable Business That Actually Funds Your Retirement
|
Mar 31, 2026 |
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Ep 23: What 4,400 Business Sales Reveal About a Successful Exit, with Gregory Kovsky
|
Mar 17, 2026 |
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Ep 22: Stop Leaving Money on the Table: How to Sell Your Business the Right Way, with Ted Jenkin
|
Mar 03, 2026 |
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Ep 21: Five Years to Go: What to Fix Now So You Don’t Regret Your Exit Later
|
Feb 17, 2026 |
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Ep 20: Why Most Business Owners Overestimate Their Exit. How to Avoid a Costly Wake-Up Call
|
Feb 03, 2026 |
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Ep 19: The Five Ds: Why Most Business Owners Exit Before They’re Ready
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Jan 20, 2026 |
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Ep 18: The Three Legs of Exit Planning: Business, Personal, and Financial
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Jan 06, 2026 |
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Ep 17: Why Owner Independence Is the Key to a Sellable Business | Hub & Spoke Explained
|
Dec 23, 2025 |
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Ep 16: How to Boost Business Value Through Client Loyalty and Feedback
|
Dec 09, 2025 |
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Ep 15: Monopoly Control: How to Carve Out a Niche So Strong You Can Set the Price
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Nov 25, 2025 |
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Ep 14: The Power of Predictability: Why Recurring Revenue Drives Higher Business Valuation
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Nov 11, 2025 |
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Ep 13: The Valuation Teeter Totter: How Working Capital Impacts What Your Business Is Worth
|
Oct 28, 2025 |
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EP 12: Reducing Dependency Risk to Maximize Business Value and Attract Buyers
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Oct 14, 2025 |
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EP 11: Boosting Your Company’s Valuation: Strategies for Highlighting Growth Potential
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Sep 30, 2025 |
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EP 10: How Clean Financials Boost Business Value and Improve Exit Terms
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Sep 16, 2025 |
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EP 9: How Closing the Profit Gap Can Boost Your Business Exit Value
|
Sep 02, 2025 |
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EP 8: Exit-Ready: Structuring Your Business for a Profitable Sale, with Bob Gauvreau
|
Aug 19, 2025 |
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EP 7: The Truth About the Value Gap and Growing Your Business
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Aug 12, 2025 |
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EP 6: Salary vs Dividends: Optimizing Business Owner Payouts with Braden Warwick
|
Aug 05, 2025 |
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EP 5: Is Your Business Exit Plan Enough To Afford Your Retirement? Mind the Wealth Gap
|
Jul 29, 2025 |
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EP 4: The Overlooked CPP Strategy That Saves Business Owners Thousands with Aravind Sithamparapillai
|
Jul 22, 2025 |
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EP 3: SDE VS EBITDA What's Business Worth?
|
Jul 15, 2025 |
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EP 2: Tax Planning Opportunities and Pitfalls for Business Owners in 2024 With Matt Holmes, CPA
|
Jul 08, 2025 |
|
EP 1: The 4 Types of Buyers
|
Jul 01, 2025 |
|
Business Exit Mastery Part 2: Avoid Pitfalls and Maximize Value with David Barnett
|
Jun 30, 2025 |
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Business Exit Mastery Part 1: Avoid Pitfalls and Maximize Value with David Barnett
|
Jun 30, 2025 |
|
The Business and Exit Planning Simplified
|
Jun 05, 2025 |