Advertise on podcast: F3: Female Forward Finance

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with C-suite talent and team coach Dr. Leigh Priebe Kearney to explore the side of exit planning founders often overlook: themselves. While most conversations focus on valuation, taxes, and deal structure, Leigh explains why the most successful exits begin long before a sale, when founders learn to trust their teams, step out of the CEO seat, and separate their identity from the business they've built. Jill and Leigh discuss the role of trust, organizational resilience, and values in building a company that can thrive without its founder, as well as why women often experience the transition differently than men. They also explore the importance of having a personal board of directors and creating a vision for what's next before the deal closes. The conversation also marks the official launch of the F3 Fellowship, a year-long program designed for female founders within two years of an exit, focused on maximizing business value, personal wealth, and preparing for the next chapter. For founders building toward a future sale, or anyone wondering what comes after achieving an entrepreneurial dream, don't miss this thoughtful conversation.

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Carrie Larson, CFP® Executive Director and Senior Wealth Strategist in UBS's Advanced Planning Group, to explore major wealth planning opportunities for founders, most of which show up long before a sale. Carrie explains why signing a letter of intent works as a line in the sand for valuation purposes, and why waiting until that point can cost families millions in lost planning flexibility. She walks through how a qualified appraisal, valuation discounts, and a clear-eyed cash flow plan can help founders move assets off their balance sheet efficiently, well before a buyer sets the price. The conversation also covers irrevocable trust strategies, QSBS planning for C-corp founders, and how the new charitable giving rules under the OBBBA change the calculus around large gifts in a high-income year. For any founder eyeing a future sale, or any advisor working with one, don’t miss this episode’s real-world case studies and practical guidance for building your planning team early and starting the process well before a sale is imminent.

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Carrie Kerpen, co-founder and CEO of The Whisper Group and exited co-founder of Likeable Media. Jill and Carrie explore what it takes to turn a business into life-changing wealth, and why so few women make it across the finish line. Carrie shares how she built Likeable from a wedding-day idea into a nationally recognized agency, then spent eight years engineering it to sell by taking herself out of the day-to-day. She breaks down the seven tenets of a highly sellable business, the psychology of exiting before you're "dead inside," and the very real cost of the questions you don’t ask during due diligence. The conversation also takes a closer look at the exit gap: why fully female-founded businesses represent less than 1% of total exits, and what women owners can do about it starting on the day they open their doors. For founders building toward a future transaction, or anyone thinking more seriously about what their business is worth, don’t miss this important episode.

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Jenna Segal, Emmy, Tony, and Clio Award-winning producer, impact investor, and founder of Gatherer Enterprises. Together, they explore how capital shapes culture, and why ownership matters more than ever. From Broadway and women’s sports to art collecting and venture investing, Jenna shares how she approaches risk, chooses what to back, and builds a legacy rooted in amplifying women’s voices. The conversation reframes investing as a way to document history, expand access, and ensure the right stories endure. For women building businesses, deploying capital, or thinking more intentionally about ownership, impact, and legacy, this episode is essential listening.

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Jodi Neuhauser, four-time founder and CEO, to explore what it means to build, lose, and rebuild with intention. From venture-backed growth and failed exits to bootstrapping and policy influence, Jodi shares the hard-earned lessons that only come from being in the arena. Jill and Jodi transcend strategy to address identity, ownership, and the role money plays in shaping access, influence, and systemic change. Together, they unpack how women can reimagine capital as a tool they direct with purpose and intention. This episode is for women building businesses, navigating inflection points, and learning to put real power behind change.

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd speaks with Libby Leffler, founder and CEO of First, the leading consumer legal platform modernizing prenuptial agreements.

Hear Stephanie Kirkpatrick, FinTech founder and product leader, share her journey building and selling startups, including Orum’s recent acquisition by Stripe. You’ll gain practical tips on maximizing business value, personal wealth and planning for life after an exit, with special insights for female founders. The discussion covers fundraising, financial strategies, and the importance of values and support networks for entrepreneurs.

On this episode of F3: Female Forward Finance, I talk with Cate Luzio, CEO & Founder of Luminary, about scaling with intention, mastering your numbers, and knowing exactly when to say yes—or no—to a sale. Her journey is a masterclass in growing a business that works for you, not the other way around.

Explore the journey of Gwen Whiting, co-founder of The Laundress and founder of The Fill, as she shares the unfiltered truth about life before, during, and after a major exit. Learn how she protected her equity and legacy and discover why bootstrapping was key to her success. Gain insights on how knowing your number before you sell can lead to millions more in your pocket.

By 2030, women will control the majority of wealth in the United States. In the inaugural episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with Carey Shuffman, US Head of Women’s Wealth at UBS, about what this shift means, why women must take ownership of their wealth, and how to rewrite the outdated narratives that still hold too many of us back.

When Jody LaVoie’s husband unexpectedly passed away, her life changed overnight. Suddenly, she was not only grieving an unimaginable loss — she was also responsible for running his $50 million business and managing her family’s finances, all while raising three young daughters. In this episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with Jody about what her experience taught her, how grief reshapes the way women approach money, and why financial preparedness is an essential form of self-care — no matter what life stage you’re in.

Did you know that most divorces are initiated by women? If this is something you are considering, in the throes of, or on the other side, this episode is for you. In this empowering episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with Neale Godfrey, New York Times bestselling author and financial expert, about the financial implications of divorce for women over 50, the importance of financial preparedness, and how to build a supportive team to navigate this transition. Neale’s advice is essential for any woman looking to take control of her financial future at any point in her life.

In this episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with James Jack, head of the strategic client segment for Entrepreneurs at UBS, about the key findings of the UBS Entrepreneur's Report. This groundbreaking survey provides crucial insights for founders scaling their businesses, making investment decisions, and preparing for exits. With data from 156 entrepreneurs across 26 countries, this episode is a must-listen for any female founder looking to navigate the complexities of today's business landscape and plan for a successful future.