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Business Succession Planning Resources by Vincent Mastrovito

Vincent has given expert interviews to Exit Coach Radio related to the need for planning before selling or transferring your business. Click on the podcast to watch or listen.

Click here for the Finishing Touches Podcast hosted by Vincent Mastrovito. 

Financial Planning for Business Owners with Joe Seetoo

Subscribe, Follow & Share! Apple / Spotify In this episode, Vincent Mastrovito interviews Joe Seetoo, a seasoned expert in financial planning and wealth management. Joe shares his passion for exit planning and working with business owners, which stems from his personal experience as a second-generation owner. He discusses the challenges faced by business owners, such…
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Strategies for a Successful Management Buy-Out

 Subscribe, Follow & Share! Apple / Spotify In this episode, the host explores the world of management buyouts (MBOs) and provides insights into the considerations, challenges, and strategies involved in this strategic approach to business transition. The conversation covers topics such as the initial steps in planning a management buyout, the importance of cash…
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Breaking Owner Dependency: Building a Business Beyond You

  Subscribe, Follow & Share! Apple / Spotify In this episode, Vincent Mastrovito explores the concepts of owner dependency and transferable value in business. He emphasizes the importance of understanding and mitigating owner dependency to ensure a seamless transition. Vincent discusses ten key categories to focus on when de-risking the owner and making the business…
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Intergenerational Wealth & Family Business with Dr. Tom Deans

 Subscribe, Follow & Share! Apple / YouTube / Spotify Dr. Tom Deans, an intergenerational wealth expert and bestselling author, discusses the fascinating world of intergenerational wealth, family business, and succession planning. He emphasizes the importance of selling the business to the next generation rather than gifting it, as it ensures that the children are truly capable and committed…
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The Art of Hiring an Exceptional Number Two Leader with Alec Broadfoot

 Subscribe, Follow & Share! Apple / YouTube / Spotify  In this episode of Finishing Touches, Vincent Mastrovito welcomes Alec Broadfoot, the visionary behind VisionSpark. Alec, renowned for his leadership and organizational growth expertise, shares his journey and the profound impact of effective leadership in small to midsize entrepreneurial companies. The discussion delves into critical aspects of leadership, the…
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Mastering M&A: A Dive into the Buy Side with Michelle Kime

 Subscribe, Follow & Share! Apple / YouTube / Spotify  Welcome to a new episode of Finishing Touches. In this episode, Vincent Mastrovito welcomes M&A expert Michelle Kime as they delve into the mergers and acquisitions (M&A) world. Michelle, the owner of Cross Key Partners, brings over years of experience in corporate and PE M&A and has a unique…
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The Power of Organizational Culture with David Friedman

Subscribe, Follow & Share! Apple / YouTube / Spotify   Welcome to another episode of Finishing Touches. In today’s show, we have a special guest, David Friedman, an expert in leadership and organizational culture. With an impressive resume and extensive experience, David shares his insights on the power of culture in shaping successful companies. We discuss the importance of internal…
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Revolutionizing B2B E-Commerce with Jason Magee

 Subscribe, Follow & Share! Apple / YouTube / Spotify   Welcome to Finishing Touches, where we explore cutting-edge strategies to help businesses stay ahead in the digital age. In this episode, Vincent Mastrovito is joined by Jason Magee, managing partner at Human Element, to dive deep into digital transformation and business-to-business (B2B) commerce. Throughout the conversation, they discuss the…
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Strategic Capacity: Do You Have It in Your Business? with George Sandmann

Subscribe, Follow & Share! Apple / YouTube / Spotify  In this episode of Finishing Touches, Vincent Mastrovito welcomes George Sandmann, a seasoned entrepreneur, author, and strategic advisor. George has an upcoming book, “The Growth-Driving Advisor: Proven Strategies for Leading Businesses from Stuck to Best-in-Class,” slated for a September 2023 release by Forbes Magazine. The conversation…
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Safety Matters with Jim Mattes

 Subscribe, Follow & Share! Apple / YouTube / Spotify  Welcome to another episode of Finishing Touches, the show where we delve into the world of business and business transitions. In today’s episode, we have a very special guest joining us, Jim Mattes, a safety expert from the Three Sixty Safety team. Jim has successfully…
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Sales Success Secrets: Unleashing the Potential of Your Sales Team with Mark Fisher

Sales Success Secrets: Unleashing the Potential of Your Sales Team with Mark Fisher

Subscribe, Follow & Share! Apple / YouTube / Spotify  Mark Fisher joins the podcast to delve into the challenges faced by sales organizations and strategies for success. With over 30 years of sales experience, Mark has a proven track record of turning around struggling sales teams and enhancing the bottom line. Mark’s expertise lies in…
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Unleash Your Company's Potential: Building an Effective Leadership Team

Unlocking the Power of Leadership: Building a Strong Team for Business Success

Subscribe, Follow & Share! Apple / YouTube / Spotify  In this episode of Finishing Touches, I dive deep into the topic of leadership and its impact on business success. As a business owner, understanding the importance of effective leadership is crucial for growth and sustainability. I discuss key strategies for forming a strong leadership team,…
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Scaling Beyond the Owner: Transforming Your Business for Long-Term Success

Scaling Beyond the Owner: Transforming Your Business for Long-Term Success

Subscribe, Follow & Share! Apple / YouTube / Spotify  Have you heard the myths about exit planning? Business owners looking to monetize their value in the enterprise long Do you want to streamline your business and increase its productivity? Are you tired of feeling like your business relies too heavily on your presence and decision-making?…
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Exit Planning: Essential Strategies for Monetizing Your Business

What Is Exit Planning?

Subscribe, Follow & Share! Apple / YouTube / Spotify  Have you heard the myths about exit planning? Business owners looking to monetize their value in the enterprise long term may have come across these misconceptions that can hinder a smooth and fluid transition. Myth #1: Exit planning is only necessary for retirement age business owners.…
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Mastering Business Transition: Insider Tips for Success

Mastering Business Transition: Insider Tips for Success

 Subscribe, Follow & Share! Apple / YouTube / Spotify  As a seasoned exit planning guide, with this new podcast I will explore the challenging yet crucial process of preparing for business transition. Each episode will outline actionable tips and bring insights from my years of experience along with expert guests to help business owners…
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July 2020 Topic: Bringing Your Kids Into the Business

Today we discuss the following questions in regards to bringing your kids into the business: Why should you consider this? What challenges are there? What makes a successful relationship?
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June 2020 Topic: Evaluating Business Expenses

Vincent discusses the importance of evaluating your business expenses, especially during COVID. He outlines some areas that may seem small but can add up to big savings on your bottom line. Vince also discusses why it is crucial to separate business expenses from personal expenses. He also suggests getting your debt taken care of well…
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May 2020 Topic: Maintaining Growth in Tough Economic Times

If you’ve listened to the show for any length of time, you’ll recognize Vincent as a steady source of great business advice. Today we discuss the answers to the following questions: What do most business owners do when the economy drops? What has history provided us to help owners? What are some of the key…
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April Topic: Family Alignment

Vincent discusses why family alignment is important during business transition.
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March 2020 Topic: Family Business Culture

Vincent Mastrovito of Prometis Partners shares great tips about how you can create and maintain a successful family business culture.
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Feb 2020 Topic: Why Do Business Owners Stay Too Long?

Vince discusses a variety of reasons someone may stay at the helm of their business longer than they should. He discusses some of the things that may sneak up on the business owner if they aren’t diligent enough and decrease the business value when they do decide to exit. The retirement you dream of depends…
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Jan 2020 Topic: Is Your Business Overly Dependent on You?

In this podcast Vincent talks about how owner dependency affects a business’s valuation and salability in a very negative way. Almost 89% of businesses are still reliant on the business owner to operate, according to the U.S. Census. This means that the vast majority of owners who would want to sell their businesses have real…
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Vincent Mastrovito – Family Conflict Mediation

In this podcast Vincent talks about how expectations factor into creating or managing conflict in family owned businesses. Many first generation business owners built their companies by leveraging everything they had and working very long hours for years before they made a profit. What the company means to an owner who has done this will…
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Vincent Mastrovito – Exit Readiness: What It Is and Why It’s Critical

In this podcast Vincent talks about how devastating it can be to a sale if the company does not have management and key staff committed to remaining with the company through and after a transition. This is a core component of exit readiness. Buyers are looking for businesses that will be profitable from the day…
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Vince Mastrovito – Business Attractiveness and Competitiveness

July 2019 In this podcast Vincent talks about how owners can make their companies more attractive and salable, highlighting the three factors he considers to be most important. Currently the #1 reason owners exit their businesses is retirement, and the average owner has 60-90% of his net worth wrapped up in his business. For those…
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Vince Mastrovito – Family Compensation and Market Value

June 2019 Why should you tie family compensation to market value? In this podcast Vincent talks about family compensation and why it’s important not to let “family values” overly influence how family members are compensated. He discusses using benchmarking tools such salary.com to determine what people are worth according to market value and should therefore…
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Vince Mastrovito – Family Business Culture and Why it Matters

February 2019 How well do you know and understand your family’s business culture? In this podcast Vincent talks about how important it is to work with families to understand the business culture at work in their companies. Many owners may be better off financially transitioning their companies to children or other family members than they…
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Vincent Mastrovito – Why You Can’t Take the Personal out of Business

Vince Mastrovito once again shares valuable insights for closely held business owners.
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Vincent Mastrovito – Preparing Successors for Leadership

Vince Mastrovito shares another 20 minutes of wisdom, this time about how to prepare successors for future ownership and leadership.
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Vince Mastrovito – Family Roles and Responsibilities

October 2018 “Are the roles and responsibilities clear in your family business?” In this podcast Vincent talks about what happens when a family has different types of roles – and active and non-active shareholders – involved in the family business. He also discusses how important it is that the current generation of owners mentor the…
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Vince Mastrovito and Max Friar – Is Your Business “Ready for Sale”? (G1018)

July 2018 “Is Your Business Ready for Sale?” In this podcast, Vince and Max Friar of Calder Capital talk about how small to medium-sized manufacturing, service, and distribution businesses make up the fabric of America. The owners of these companies employ the majority of America’s workforce, and they pay most of the taxes. They know…
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Vince Mastrovito – Is your Business Overly Dependent on You? (G1618)

June 2018 In this podcast, Vince discusses how the traditional model of building a business around yourself is flawed. According to the U.S. Census Bureau, almost 89% of businesses are owner dependent in the sense that they are still reliant on the business owner having some function in the business. Most business owners Vincent consults…
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Vince Mastrovito – What is Intellectual Capital?

May 2018 In this podcast on intellectual capital, Vince highlights how important it is for smaller businesses to have a high Net Promoter Score (NPS). A company’s NPS is calculated based on their customers’ responses to one question: “How likely is it that you would recommend our company/product/service to a friend or colleague?” This score…
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Click to download our new ebook "Intangible Assets Represent Real Value for Business Owners"

Learn more about intangible assets and how they can affect the true value of your business.

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