From Mortgage Meltdown to Multi-Million-Dollar Exit: The Playbook for Selling Your Business (Twice!)

In this episode of Your Advantage Play® with guest Greg Schroeder, I sat down with Greg Schroeder, who built and sold Comergence Compliance - a company that became the “mortgage police” after the 2008 housing crisis. Greg shares how he turned industry chaos into opportunity, landing major clients like Citigroup, and the importance of staying focused and building your business with the end in mind. His story is a masterclass in planning your exit, knowing your value, and seizing that second bite of the apple. Don’t miss these takeaways for every entrepreneur looking to build a sellable, standout business!

Here are 3 key takeaways for any founder or business operator thinking ahead to a future exit:

• Build to Sell from Day One: Greg shared that every decision, from accounting to operations, was made with a potential exit in mind - making due diligence and acquisition conversations so much smoother down the road.
• Land Flagship Clients for Market Credibility: Signing Citigroup was a game-changer. With a big name on board, client acquisition accelerated as credibility and urgency in the industry soared.
• Stay Focused - Avoid Distractions: As tempting as it was to expand into adjacent markets, Greg emphasized that sticking to your core business keeps you efficient, lean, and more valuable to acquirers (something he attributes to his own successful exit).

If you’re building a business—especially in a regulated or niche industry—Greg’s journey is proof that a smart, focused playbook pays off.