The Exit Exchange

SBA Rule Changes and the New Quality of Earnings Report Requirement for Acquisition Loans, with Jon Daly and Sri Chakravarty (The Exit Exchange, Episode 31) In this episode of The Exit Exchange, host John Ray welcomes Jon Daly, Executive Vice President and Director of SBA Banking at Renasant Bank, and Sri Chakravarty, founder and President of […]

Mitch Skyer, AFI Strategic Partners, on Selling Passio Technologies, Exit Timing, and Staying Relevant After the Sale (The Exit Exchange, Episode 30) In this episode of The Exit Exchange, host John Ray welcomes Mitch Skyer, founder of AFI Strategic Partners. Mitch advises owners of businesses in the $2 million to $25 million range on turning […]

Marina Byezhanova, Brand of a Leader, on Identity Loss and the Emotional Cost of a Successful Business Exit (The Exit Exchange, Episode 29) In this episode of The Exit Exchange, host John Ray welcomes Marina Byezhanova, Co-Founder of Brand of a Leader and newly minted master’s graduate from Concordia University’s John Molson School of Business, to […]

Employee Ownership as a Practical Exit Path, with Megan Gordon, Project Equity (The Exit Exchange, Episode 28) In this episode of The Exit Exchange, host John Ray welcomes Megan Gordon, Senior Manager of Business Engagement and Partnerships at Project Equity, to discuss employee ownership as a succession option that more business owners and their advisors should […]

Cindi Filer, Innovative Outsourcing, on HR Issues That Derail a Business Exit (The Exit Exchange, Episode 27) In this episode of The Exit Exchange, host John Ray welcomes Cindi Filer, Founder and CEO of Innovative Outsourcing, to talk about why HR is so often the last thing business owners think about and why, when it comes […]

Will Lee, Applied Economics, on Valuation Myths, ESOPs, and Why Exit Planning Can’t Wait (The Exit Exchange, Episode 26) In this episode of The Exit Exchange, host John Ray welcomes Will Lee, Managing Director at Applied Economics, for a wide-ranging conversation on business valuation, ESOPs, and the cost of waiting too long to plan a business […]

What Business Owners Should Be Doing 3–5 Years Before Exit, with Lynda Martin, John Ray, Mary Dombrowski, and Jeff Armacost (The Exit Exchange, Episode 25) This episode of The Exit Exchange reprises a live XPX Atlanta luncheon featuring Lynda Martin, John Ray, Mary Dombrowski, and Jeff Armacost on what business owners should be doing three […]

The Role of Human Capital in Successful Business Exits, with Steve Keck and Maria Forbes (The Exit Exchange, Episode 24) In this episode of The Exit Exchange, host John Ray sits down with experts Steve Keck, President of Span the Chasm, and Maria Forbes, President and Founder of FIREPOWER Teams, to discuss the significance of […]

Navigating Back Office Success with Gabrielle Mills of Sourced. (The Exit Exchange, Episode 23) In this episode of The Exit Exchange, host John Ray welcomes Gabrielle Mills, President of Sourced., a leading full-service back-office solutions firm. Gabrielle discusses her entrepreneurial journey, highlighting how she and her mother founded Sourced., a firm that provides fractional support […]

The Transformative Impact of AI on Business Exit Planning, with Gerardo Kerik (The Exit Exchange, Episode 22) In this episode of The Exit Exchange, host John Ray dives into the business implications of artificial intelligence with Gerardo Kerik, a WSI consultant. Gerardo discusses the evolving landscape of AI and its significant impact on advisors and […]