『My SBA Loan Pro Podcast』のカバーアート

My SBA Loan Pro Podcast

My SBA Loan Pro Podcast

著者： Ryan Smith
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 Applying for an SBA loan can be stressful , grueling and confusing — does this sound familiar? Don’t worry, SBA Pro and Host of the My SBA Loan Pro podcast Ryan Smith, reveals valuable insights and best practices regarding the SBA loan program and application process. Don’t take another step on your SBA journey until your equipped to make sound and informed decisions at every turn. Start listening today!Ryan Smith 経済学
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  • Exit Planning and Income Wealth Distribution with Scott Chelberg | Ep. 22 | My SBA Loan Pro Podcast

    Exit Planning and Income Wealth Distribution with Scott Chelberg | Ep. 22 | My SBA Loan Pro Podcast
    2025/10/24
    Many business owners focus on building wealth (accumulation) but neglect the crucial final phase: wealth distribution. In this podcast, expert wealth advisor Scott Chelberg, President of Retirement Solutions , dives deep into exit planning which is really just strategic planning for business owners who are nearing retirement.Learn the essential steps to maximize your business's value and ensure you have the income to support your ideal retirement lifestyle. Scott explains how to quarterback your financial team, coordinate your experts, and why you need to think about taxes now—including how your money will be taxed when it comes out of your investments.What you will learn:Why exit planning should start 5 years or more before you plan to sell.The difference between a typical investment advisor (accumulation) and a true wealth advisor (holistic planning and distribution).The 4 C's of value that drive a business's worth, beyond just the balance sheet.How to structure your income distribution into different 'silos' to manage risk and tax burden in retirement.Strategies for "Tired Ted"—the business owner who is near retirement but hasn't prepared.Don't wait until the last minute! Start planning for a successful exit and a secure, tax-efficient retirement today.If you liked this content, let's connect on social media:Instagram: ⁠⁠ / mysbapro ⁠⁠Twitter: ⁠⁠ / mysbapro ⁠⁠LinkedIn: ⁠⁠ / ryanpatryck ⁠⁠Key Chapters:⁠00:00⁠ - Introduction⁠01:45⁠ - Attraction ⁠03:57⁠ - Ideal Client ⁠05:43⁠ - Value Gap ⁠07:12⁠ - Timing ⁠09:21⁠ - Unprepared ⁠12:44⁠ - Dream Client ⁠19:27⁠ - Taxation ⁠25:27⁠ - Foxes ⁠32:57⁠ - Four Cs ⁠3⁠⁠7:58⁠ - Second Opinion 40:34 - Success StoriesMore Subject Matter Experts Playlist⁠⁠ ⁠⁠⁠⁠ • Subject Matter Experts Face to Face Interv... ⁠⁠⁠ More ThinkSBA Resources⁠⁠⁠https://calendly.com/thinksba⁠⁠ - Schedule Call⁠⁠https://g.page/thinksba⁠⁠ - Google Business Page & Reviews⁠⁠https://thinksba.com/faq⁠⁠ - Frequently Asked Questions⁠⁠https://mysbaloanpro.com⁠⁠⁠ - My SBA Loan Pro Podcast⁠⁠ ⁠⁠⁠⁠ / @thinksba - ⁠⁠YouTube Channel
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    40 分
  • How to Prepare Your Business for an Exit with Joshua Donnelly | Ep. 21 | My SBA Loan Pro Podcast

    How to Prepare Your Business for an Exit with Joshua Donnelly | Ep. 21 | My SBA Loan Pro Podcast
    2025/10/10
    Joshua Donnelly, founder of Stone Canyon Advisors, shares his incredible journey from running a cattle operation in his teens to becoming a leading M&A advisor. He reveals why he left a successful investment banking career to build his own "platform business" and explains his unique "Acquirable Platform" designed to help business owners maximize their exit value.In this conversation, we dive deep into:- The "Acquirable Framework": The four pillars (Efficiencies, Financials, Culture, Scale) that determine a company's sale readiness.- The Power of Preparation: How a 2-3 year preparation plan can double a company's sale value and create generational wealth.- Counterintuitive M&A Insights: The "un-Googleable" strategies, like why not all revenue is good revenue when preparing for a sale.- The Founder's Journey: Joshua's personal story of taking the leap, dealing with anxiety, and building a company worth copying for his sons.If you're a business owner considering an exit or an entrepreneur on the precipice of a big decision, this episode is packed with actionable advice.If you liked this content, let's connect on social media:Instagram: / mysbapro Twitter: / mysbapro LinkedIn: / ryanpatryck Key Chapters:0:00 - From Cattle to Banking2:30 - Founding Stone Canyon5:15 - The "Acquirable Platform"8:10 - Ideal Client Profile10:45 - What Makes a Company Saleable14:20 - Renovate for the Buyer17:50 - Case Study: Illuminating Value22:00 - Un-Googleable M&A Secrets26:30 - The 3-Year Engagement Process30:10 - Taking the LeapMore Subject Matter Experts Playlist • Subject Matter Experts Face to Face Interv... ⁠ More ThinkSBA Resources⁠https://calendly.com/thinksba - Schedule Callhttps://g.page/thinksba - Google Business Page & Reviewshttps://thinksba.com/faq - Frequently Asked Questionshttps://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast / @thinksba - YouTube Channel
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    50 分
  • How To Conduct Due Diligence on SBA M&A Transactions with Andy Cox | Ep. 20 | My SBA Loan Pro Podcast

    How To Conduct Due Diligence on SBA M&A Transactions with Andy Cox | Ep. 20 | My SBA Loan Pro Podcast
    2025/09/25

    Andy, a former San Francisco Police Sergeant Inspector, spent 20 years investigating crimes and uncovering the truth. Now, he uses those same skills to help business owners and investors perform deep due diligence for M&A deals. In this episode, he reveals:

    • The biggest red flags that a person or company is not who they claim to be.

    • How to spot fake testimonials and fabricated business credentials.

    • The psychological reasons buyers ignore glaring warning signs (it's not just greed).

    • The real-world sources he uses to investigate executives and businesses.

    • Why trusting your gut feeling may save you time and money.

    Learn how to protect yourself from costly mistakes by seeing the world through the eyes of a detective.


    If you liked this content, let's connect on social media:

    Instagram: https://instagram.com/mysbapro

    Twitter: https://twitter.com/mysbapro

    LinkedIn: https://linkedin.com/in/ryanpatryck


    Key Chapters:

    0:00 - Introduction

    0:50 - Career Pivot

    2:15 - Detective Skills

    3:10 - Changed Perspective

    4:15 - Daily Routine

    6:10 - Retirement Decision

    7:45 - Becoming a PI

    9:30 - Company Introduction

    11:15 - Investigation Sources

    13:00 - Red Flags

    15:45 - Client Reactions




    More Subject Matter Experts Playlist

    https://youtube.com/playlist?list=PL1v-z-ZlTQ4FuSfq8GRuV9jJY3dd5vw9p&si=04XGGOYICU8pngKN⁠

    More ThinkSBA Resources

    ⁠https://calendly.com/thinksba - Schedule Call

    https://g.page/thinksba - Google Business Page & Reviews

    https://thinksba.com/faq - Frequently Asked Questions

    https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast

    http://youtube.com/@thinksba - YouTube Channel
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    51 分
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