E6: Brandon Moon & Rafael Pinho: Strategic Approaches to Business Exit Strategies

In this insightful podcast episode of Ninestone Stack to Scale, hosts Alex Polamero, Chief Growth Officer at Ninestone Partners, and Dr. Tom Tonkin, CEO of Ninestone Partners, engage with guests Brandon Moon and Rafael Pinho from TD Pine Advisors to explore the complexities of exit planning and business transferability. The conversation examines how businesses can prepare for transitions such as sales, succession, or management buyouts, and why proactive planning is essential long before an exit is on the table.

The discussion highlights several critical challenges that can significantly impact business value, including owner dependency and the absence of a strong management team. The guests emphasize that continuity planning plays a vital role in protecting enterprise value, ensuring the business can operate smoothly through unexpected changes. Strategic planning emerges as a central theme, reinforcing that true transferability goes beyond simply selling a business—it's about building a company that can thrive independently of its founder.

Throughout the episode, personal experiences and professional insights underscore the human side of exit planning. From preparing employees for transition to addressing valuation surprises that often reveal opportunities for improvement, the conversation stresses that successful exits are as much about people as they are about numbers. Ultimately, the episode reinforces a key message: the best time to begin exit planning is when the business is healthy, stable, and positioned for growth.

Topics Included:

• Why Exit Planning Is Really About Business Longevity

• The Hidden Cost of Owner Dependency — and How to Remove It

• Building a Management Team That Can Run the Business Without You

• Business Continuity Planning: Protecting Value When the Unexpected Happens

• Strategic Planning as the Foundation of a Successful Exit

• Exit Planning Beyond the Sale: What Transferability Really Means

• The Human Side of Exits: Managing People Through Business Transitions

• Valuation Surprises: What They Reveal — and How They Can Improve Your Business

• Preparing Your Team for Change Without Creating Fear or Uncertainty

• Why the Best Time to Plan Your Exit Is When Your Business Is Thriving

Connect with Ninestone Partners:

Website

Linktree

Connect with Brandon and Rafael: