Advertise on podcast: Exit Insights

Mark founded Boss Equity in 1999 with the same mentality of competing (and ultimately overcoming) the odds of the software industry. He has completed over 120 M&A deals on four different continents. Throughout his career, he always thought that it was his duty to share his experience with successes and insights with as many software entrepreneurs as he can. So, they can learn from their trial & error without making the same mistakes themselves and then he started the 'BOSS-it podcast'. In this podcast episode, Mark shares his experience in M&A and software sector business buyer and seller mistakes.

Mike Lander is a successful entrepreneur and expert negotiator with a proven track record of buying, growing, and selling businesses for seven-figure sums. He's raised over £6.5m of acquisition/growth capital in his career and grown companies to over £20m revenue and £4m EBITDA. Mike has a uniquely valuable perspective on negotiating commercial deals, having worked on both sides of the table as a Procurement Director and an entrepreneur. In one of his roles, Mike worked as a Procurement Director for what is now one of the world's largest RPO/MSP organisations worth in excess of $1bn where he negotiated 100s of deals with staffing agencies. He launched Piscari in 2010 and leveraged his specialist knowledge and experience negotiating hundreds of deals worth over £400m in total to empower leaders and sales teams to negotiate more profitable deals, especially when procurement is involved.

Jeff Cohen is a seasoned entrepreneur having founded and grown multi-million-dollar technology and manufacturing businesses. He gained national attention when he appeared on ABC TV's Shark Tank, Season One. He was the first company that Shark Tank ran a success story on in Season Two. In this podcast episode, Jeff shares the details about his new book 'Count-On-Able' as the new rapid success framework that guides CEOs to make this happen.

Have you defined your relationship with money? Have you built healthy habits to maximise your wealth overtime? This week, Darryl is joined by Saša Brborović, Strategic Financial Planner at Jarrovian Wealth. Financial planning can be a very broad term, but for Saša, it is something that permeates throughout all our lives. At some point, we all become investors and Saša likes to challenge people to think deeply about their motivation that underpins their biggest dreams. Saša provides his clients with a different perspective on financial planning and wealth management, with a clear focus on strategy. For many of his clients it's about removing the blinkers and asking yourself: "what is this for?" Financial planning can often be transactional, with a focus on investment or tax, but Saša believes that your strategy needs to be underpinned by what your goals and motivations are.

Today's episode is a little bit different. Darryl sat down with his business partner Kevin to talk about something they've observed over their many years coaching and consulting with businesses: the '£1 Million Revenue Mark.' "We've been having many conversations recently with business owners who get to the £1 million mark, but suddenly they hit a road block. Progress stops and they struggle to grow from there." "If you want to grow your business, you have to change how you've done things. It is difficult. It is uncomfortable. But you have to trust that your team can get the job done." Daryl and Kevin discuss the obvious hurdles many business owners face when their growth slows down and some strategies to overcome them. So just how do you create a structure that allows you to simultaneously delegate and maintain control over your business? Tune in to find out more.

Head of Arbitration at iLaw Jenny Lau joins the podcast for this week's episode. Jenny specialises in international arbitration and commercial litigation, having previously trained and practiced at Fieldfisher, where she became a Director. She joined boutique practice iLaw in 2020 to lead their arbitration practice, focusing on technology, businesses, and innovators. Jenny has extensive experience dealing with commercial disputes relating to the fallout of owners exiting their businesses and issues that can arise when business owners don't prepare for exit. Jenny has a broad and varied commercial practice dealing with complex and often international disputes, commercial fraud, insolvency, and professional negligence matters. Jenny has also had the opportunity to see things on the other side of the fence, having enjoyed two secondments to technology clients, most recently, stepping in as temporary Legal Counsel for an International business of a global medical devices company.

Marjorie Radlo-Zandi is an entrepreneur turned long-term Angel Investor, board member, mentor and consultant to early-stage companies. Marjorie focuses on investing for impact and diversity, with a particular interest in health and tech. Prior to her role as an Angel Investor, she founded food diagnostics company VICAM, which positively impacted the lives of millions by protecting and enhancing the global food supply. Under her leadership, the business expanded to over 100 countries. Marjorie led the sale of VICAM to Waters (WAT), a two billion dollar publicly-held firm and continues to lead the VICAM business unit within Waters. Marjorie has been actively investing for a number of years through Launchpad Venture Group, a Boston based angel investing group that focuses primarily on high-tech and life sciences; and Branch Venture Group, a US based angel group investing in food and food-tech.

CEO of Bluebox Corporate Finance, Paul Herman joins the podcast for this week's episode. Bluebox, founded in 2012 along with James Caan, former panellist on Dragon's Den, primarily focus on preparing businesses for sale, sale of business and fundraising. Paul originally qualified as a Chartered Accountant at PWC where he specialised in M&A and private company valuations. In 1998, he moved into private equity before joining a corporate finance boutique in London where he eventually became one of the Senior Partners. Paul is a recognised authority in the sale of private companies, having sold over 50 private businesses for values ranging between £2m and £200m across a variety of sectors. High profile UK businesses Paul has sold include dessert company Gü, Mappin & Webb, Models Own, Smythson, Watches of Switzerland, and Princess Yachts. In 2020, Paul founded Bluebox Velocity, which offers more accessible corporate finance packages for business owners looking to sell a business, raise funds for a business or buy a business.

Entrepreneur and corporate finance adviser Piers Bearne joins Darryl for this week's episode. Piers discusses his personal experience with business exits, having built and sold three separate businesses. He has also led multiple buyside and sellside transactions, supported the growth of many independent media companies and is CEO and founder of Collingwood Advisory. Collingwood Advisory works exclusively with entrepreneurs - translating best practice from corporates into tools that work for their clients as independent owners. They work with media, events, information and membership businesses on scaleup strategy, value creation, sales development, M&A advisory and exit planing.

Co-Founding Managing Partner of Orchid Black Jim Barnish Jr. joins Darryl for this week's instalment. With over 15 years leadership experience in M&A, strategic market planning and global operations, Jim draws on deep functional and investment experience. With "smart" growth as their focal point, Orchid Black partner with tech-forward companies to build game-changing businesses. They strive to see their clients hit bigger milestones and greater returns faster. Using their experience driven insight and execution, they elevate companies and amplify their value in the marketplace. Whether the end goal is market fit or an exit, Orchid Black strengthens its partner-clients with their transformative relationships. Orchids are durable plants which can grow for over 100 years if looked after properly - their clients thrive in the same way. Secondly, the team works exclusively with companies that are cash flow positive, or already in the black, hence the name Orchid Black. Jim has curated a collection of proven, date-driven processes to assist companies build scalable VC ready solutions, facilitating and accelerating organic growth with his clients. He advocates success in business is a result of determination and mentality, rather than finding exploitations in the marketplace.

Pennard Vets have been treating animals at Pennard House, Sevenoaks, since 1895. They offer a family-friendly service in a caring and professional environment. Providing everything your pet should need and guiding you through the choices available. Over time, established practices in Tonbridge and Maidstone joined them and they also opened new branches in Borough Green, Allington and Langley Park. On the first of March 2021 the Directors made a bold decision. Pennard Vets became an Employee Owned Trust, making them the largest veterinary practice of this kind in the UK. They placed a majority share of the business in a trust for its employees, benefitting them all equally. After a year of uncertainty for the team with COVID 19 and rising the the challenge, they have been rewarded with the Employee Owned Trust. It is a commitment to the team, and to their clients ensuring they protect their independence and do not compromise on our their values.

Joining the podcast for this week's episode is Financial Advisor and Partner at Newman Langley & Stavri Financial Consulting Adam Newman. With over a decade of experience as a wealth advisor, Andrew works with SME business owners offering a boutique of financial services and implementing a diverse range of financial solutions. Adam's wealth of experience combined with his knowledge is incomparable. As a fully qualified (Dip FA Level 4) financial advisor and a business owner himself, he understands businesses and their sophisticated dynamics on an underlying level. Specifically, Adam specialises in investment planning, life insurance, retirement planning, commercial lending and corporate financial planning. Adam thrives on collaborating with SME business owners and directors. With his background in commercial banking and specialty in this area, he has consistently provided businesses expert financial advice for those either growing or exiting.