You'd be surprised how many solid businesses never sell, not because the numbers don't add up, but because the owner didn't plan early enough, or worse, tried to do it solo.

In this episode, Steve Burton reconnects with M&A advisor Jeff Snell to shine a light on the silent deal killers. They're not always dramatic. Sometimes it's poor documentation. Sometimes it's handing the business to your kid with no real plan. And sometimes… it's just waiting too long.

With the market flooded with buyers, there's never been a better time to get ahead of the game. Whether you're thinking of selling in 2 years or 20, this one's for you.

What's inside this release:

• The biggest mistake founders make when trying to sell

• Why "doing it yourself" almost always backfires

• What to know before handing the business to family

• How to use today's market to build freedom, not just exit

• And more!

Resources:

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business's potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Connect with Jeff Snell:

• LinkedIn: Jeff Snell, MAMI, LMCBI, ABI

• ENLIGN Business Brokers

About our Guest:

Jeff Snell is an M&A expert with over 20 years of experience in business brokerage. He is the credentialing chairman for the International Business Brokers Association and holds several prestigious designations, including Certified Business Intermediary and Merger and Acquisitions Master Intermediary.

New SBA rules are shaking up the market, and if you're buying or selling a business, you need to know what just changed.

In this episode, Steve Burton welcomes back M&A expert Jeff Snell to unpack the latest SBA updates, including how new SOP changes can double buying power, reduce down payments, and expand access to $10M loan guarantees for manufacturers. Jeff shares why sellers need to prepare for standby seller notes and why buyers must now arrive with pre-qualification letters, real experience, and a tight team. With more private equity and individual buyers than ever, the competition is fierce and the opportunity is enormous.

What to expect:

• How SBA loan caps and SOP changes impact deal size

• Why buyer demand is at an all-time high

• The 6–12 month timeline sellers must plan for

• How to make your offer stand out in a crowded market

• And more!

Resources:

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business's potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

• Understanding Business Valuations with M&A Pro Jeff Snell (Ep. 24)

• Growth Through Acquisition with Jeff Snell (Ep. 35)

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Connect with Jeff Snell:

• LinkedIn: Jeff Snell, MAMI, LMCBI, ABI

• ENLIGN Business Brokers

About our Guest:

Jeff Snell is an M&A expert with over 20 years of experience in business brokerage. He is the credentialing chairman for the International Business Brokers Association and holds several prestigious designations, including Certified Business Intermediary and Merger and Acquisitions Master Intermediary.

When Alan Porter's family faced medical and financial crises, he discovered a little-known clause in a life insurance policy that changed everything.

That awakening launched his career in tax and business advisory, and today, he helps business owners and high-net-worth families keep more of what they've earned.

In this episode, Alan Porter, Certified Tax and Business Advisor and CFF (Certified Financial Fiduciary), from Strategic Wealth Strategies, joins Steve Burton to expose why most CPAs don't actually reduce your taxes and why 93% of small businesses overpay. From real-life stories to advanced tax strategies, Alan breaks down the difference between tax prep and tax planning and how it impacts your ability to sell, retire, or reinvest.

Here's what you can expect from the episode:

• The biggest tax mistake 93% of businesses make

• How to use insurance for tax-free retirement

• A $2.2M case study that rewrote one client's future

• Why entity structure and timing change everything

• And so much more!

Resources:

• "Tax Free Retirement Solution" by Alan Porter

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business's potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Connect with Alan Porter:

• Alan Porter Website

• Strategic Wealth Strategies

• LinkedIn: Alan Lee Porter, CEO

About our Guest:

An accomplished expert in financial fiduciary matters, Alan Porter guides his clients in reducing or eliminating their unnecessary taxes, fees, and debts as a SMART Adviser and owner at Strategic Wealth Strategies, which has been in operation since 2011. Through the company, he and his team of Certified Public Accountants, tax-focused attorneys, and other specialists utilize more than five decades of experience in the field to provide financial guidance, help set up tax-free retirement plans, and guarantee income for a lifetime, as well as protection for long-term care expenses. Backed by accrued experience in the industry, as well as a lengthy military career, Mr. Porter attributes his success at Strategic Wealth Strategies to his unwavering passion for educating individuals and offering assistance with their financial struggles, as well as the love and support of his wife, Ela.