『The Power Exit Podcast』のカバーアート

The Power Exit Podcast

The Power Exit Podcast

著者： Marsh Creek Advisory
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10月19日まで。※適用条件あり
Welcome to The Power Exit Podcast, the show that empowers business owners to confidently prepare for and profit from their ultimate exit. Hosted by John Marsh, each episode dives deep into the strategies, insights, and real-life experiences of M&A experts and veteran entrepreneurs who’ve already navigated the selling process. Whether you’re eyeing retirement, poised for a transition, or simply exploring your options, this podcast delivers actionable advice and mindset shifts to help you exit on your own terms—without leaving money or legacy on the table.Marsh Creek Advisory 経済学
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  • The Business Was Supposed To Stay In The Family. It Didn't.

    The Business Was Supposed To Stay In The Family. It Didn't.
    2026/08/13
    "In terms of retirement, I was much better off than I had really anticipated. I was in a good position, but I didn't realize how much better the position could be." — Mark OligerIn this episode of the Power Exit Podcast, John Marsh sits down with Mark Oliger, former owner of Garrhs, the Durango, Colorado HVAC company his family has been connected to for three generations. Mark's grandfather started the business in Phoenix in the late 1930s and moved it to Durango in the early 1950s. Mark grew up in the shop, went to vocational school for heating and air conditioning, and when the family business closed in 1983, started his own from scratch, bringing his younger brother Travis in a few years later and quietly growing it into the largest company of its kind in the region.This is a real client story, told from the seller's chair. Mark walks through the part most owners don't talk about: what happens when you're ready to step back, your children are in the business, and none of them want to own it. He and John cover the first advisor who took the business to market and couldn't get it done, the year and a half Mark spent off-market fixing his financial reporting, why that rework changed how buyers saw the company, and the grind of post-LOI diligence that Mark says he genuinely didn't see coming. They also get into the SBA rule change that nearly killed the deal mid-diligence, what closing day actually felt like, and how Mark went from 90 days full-time to nine months part-time and remote, before trading it all for months at a time cave diving in Mexico.In this episode, you'll learn:🔹 Why Mark's son and nephews were in the business but didn't want to own it and how he worked through that decision.🔹 What happened when he offered ownership to long-term employees, and why that path closed too.🔹 Why the first advisor didn't work out, and what "buyer reach" actually means in practice.🔹 The specific change Mark made to his financial reporting and why it reframed the business for buyers.🔹 Why he chose an individual buyer with hands-on industry experience over a roll-up, despite a broad range of interest.🔹 What surprised him most in diligence, including weekly work-in-progress statements he'd rarely produced in 30-plus years.🔹 How an SBA rule change on rolled equity landed mid-deal, and what it took to keep the transaction alive.🔹 The one thing he'd prepare differently: showing the buyer how the business runs without him, before they have to ask.Whether you're a founder with family in the business, weighing an internal transition, or just curious what a sale actually feels like from the seller's side, Mark's story is an honest look at the emotion, the grind, and the outcome on the other side.Connect With JohnLinkedIn – / marshcreek 🔸 Get a Complimentary Business Valuation: https://www.mcreek.com/what-is-my-bus...📌 Subscribe To The PowerExit™ Insights Newsletter:https://www.mcreek.com/newsletter/John Marsh is the Founder and Managing Partner of Marsh Creek Advisors, a boutique M&A advisory firm that helps business owners navigate the sale of their companies with confidence and clarity. Since founding the firm, John has closed hundreds of millions in transactions and earned national recognition as Top Global Producer by the International Business Brokers Association and part of the Firm of the Year by M&A Source — the highest honors in the industry.Before launching Marsh Creek, John served as CFO and later General Manager of a high-growth medical device company, where he led over $300 million in M&A activity, including a $161 million sale to private equity. Earlier in his career, he worked at Ernst & Young and Frazier & Deeter, where he focused on financial reporting and audit services for both Fortune 100 companies and privately held businesses. John holds a BA from the University of Georgia and an MBA from Kennesaw State University.
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    46 分
  • Your Company's Data Could Be On The Dark Web

    Your Company's Data Could Be On The Dark Web
    2026/07/21
    "You can go purchase ransomware as a service on the dark web and have it infiltrate somebody's system, lock it up, and demand a ransom payment — or sell the data on the dark web." — Will GodwinIn this episode of the Power Exit Podcast, John Marsh sits down with Will Godwin, who leads the private equity and M&A practice at Sterling Seacrest Pritchard (SSP), an Atlanta-based insurance brokerage and risk management firm. Will works on the property and casualty side of insurance diligence, transactional risk, and post-close insurance programs, primarily representing buy-side financial sponsors, family offices, and strategics.Will and John talk through why insurance is often treated as the last item on a diligence checklist even though gaps in coverage can trigger a retrade or escrow, and why cyber insurance and management liability (D&O) are now considered table stakes on virtually every deal. They cover a real-world example of a seller with over a million dollars of undisclosed audit exposure on a general liability policy, the rise of reps and warranties insurance as an alternative to a traditional 10% escrow, and what a seller's data room should include from an insurance standpoint. The conversation closes with a candid look at why so many business owners underestimate their cyber exposure and how ransomware and stolen data increasingly end up for sale on the dark web, even for companies that don't think of themselves as "tech" businesses.In this episode, you'll learn:🔹 Why insurance is usually the last thing sellers think about in diligence and why that's a mistake.🔹 What buyers actually look for beyond the policies themselves: risk management, loss control, and claims history.🔹 A real deal example involving over $1 million in undisclosed audit exposure on a general liability policy.🔹 Why cyber insurance and management liability (D&O, fiduciary, EPLI) are now standard on nearly every deal.🔹 The difference between a traditional indemnification escrow and reps and warranties insurance and why sellers increasingly prefer the latter.🔹 What should be retained and updated yearly in an insurance data room, including loss runs and equipment schedules.🔹 Why so many business owners underestimate their cyber exposure, and how stolen data and ransomware end up on the dark web.🔹 Why keeping your insurance broker informed of a pending sale, rather than keeping it quiet, can actually work in the seller's favor.Whether you're a founder preparing to sell, a buyer evaluating risk, or an advisor guiding a client through a transaction, Will's perspective is a reminder that insurance is far more than a diligence checkbox.Connect With JohnLinkedIn – / marshcreek Connect With WillLinkedIn – / willjgodwin 🔸 Get a Complimentary Business Valuation: https://www.mcreek.com/what-is-my-bus...📌 Subscribe To The PowerExit™ Insights Newsletter:https://www.mcreek.com/newsletter/🌐 More resources ➝ https://www.mcreek.com/About John Marsh:John Marsh is the Founder and Managing Partner of Marsh Creek Advisors, a boutique M&A advisory firm that helps business owners navigate the sale of their companies with confidence and clarity. Since founding the firm, John has closed hundreds of millions in transactions and earned national recognition as Top Global Producer by the International Business Brokers Association and part of the Firm of the Year by M&A Source — the highest honors in the industry.Before launching Marsh Creek, John served as CFO and later General Manager of a high-growth medical device company, where he led over $300 million in M&A activity, including a $161 million sale to private equity. Earlier in his career, he worked at Ernst & Young and Frazier & Deeter, where he focused on financial reporting and audit services for both Fortune 100 companies and privately held businesses.
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    36 分
  • They Lost A $20 Million Deal To Save $120K

    They Lost A $20 Million Deal To Save $120K
    2026/07/07
    "I see my job as being part therapist, part business advisor… the technical legal side often isn't where the issues come up. It's really about managing expectations and bringing the seller into the reality of how deals work." — Nida RizviIn this episode of the Power Exit Podcast, John Marsh sits down with Nida Rizvi, an M&A attorney at Burr Forman in Atlanta who has been practicing for over fifteen years. Nida shares what she has learned representing both buyers and sellers on founder family-owned businesses, and discusses how quickly emotions can take over for sellers once an LOI is signed and diligence begins.Nida and John talk through what legal teams can and cannot fix once a deal is underway, why sell-side quality of earnings reports are appearing more often, and why getting financials, corporate documents, and material contracts in order early can make the process smoother. They also cover the signs of an easy versus difficult seller, why trust between advisors and clients matters, and how a coordinated team of a broker, accountant, and M&A attorney can help sellers stay prepared and keep fees down. The conversation closes with a story about a deal that fell apart the night before closing over a dispute involving a $120,000 insurance premium.In this episode, you'll learn:🔹Why deals often become emotional for sellers once the LOI is signed.🔹What legal issues attorneys cannot fix once a deal reaches diligence.🔹Why sell-side quality of earnings reports are showing up more often.🔹The importance of cleaning up financials, organizing corporate documents and contracts, and building a growth story.🔹Why involving an M&A attorney before the LOI stage can save money.🔹What separates an easy client from a difficult one during diligence.🔹Which buyer behaviors create friction in a deal, including aggressive retrading after the LOI.🔹The story behind the deal that fell apart the night before closing over an insurance premium dispute.Whether you’re a founder preparing to sell, a buyer trying to understand the process, or an advisor guiding clients through a transaction, Nida’s perspective shows why trust, preparation, and the right team of advisors matter.Connect With JohnLinkedIn – / marshcreek Connect With NidaLinkedIn – / nida-rizvi 🔸 Get a Complimentary Business Valuation:https://www.mcreek.com/what-is-my-bus...📌 Subscribe To The PowerExit™ Insights Newsletter:https://www.mcreek.com/newsletter/🌐 More resources ➝ https://www.mcreek.com/About John Marsh:John Marsh is the Founder and Managing Partner of Marsh Creek Advisors, a boutique M&A advisory firm that helps business owners navigate the sale of their companies with confidence and clarity. Since founding the firm, John has closed hundreds of millions in transactions and earned national recognition as Top Global Producer by the International Business Brokers Association and part of the Firm of the Year by M&A Source — the highest honors in the industry.Before launching Marsh Creek, John served as CFO and later General Manager of a high-growth medical device company, where he led over $300 million in M&A activity, including a $161 million sale to private equity. Earlier in his career, he worked at Ernst & Young and Frazier & Deeter, where he focused on financial reporting and audit services for both Fortune 100 companies and privately held businesses. John holds a BA from the University of Georgia and an MBA from Kennesaw State University. He lives in Sandy Springs, Georgia, with his wife and two daughters.#PowerExitPodcast, #MergersAndAcquisitions, #SellSide, #ExitPlanning, #MandA, #FounderExit, #DealAdvice, #BusinessBroker, #CorporateLaw, #LegalAdvice, #DueDiligence, #WorkingCapital, #QualityOfEarnings, #BusinessSale, #MiddleMarket, #FounderLife
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    30 分
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