Timing the Transition: When and How to Start Exit Planning (Feat: Scott Snider)

Timing the Transition: When and How to Start Exit Planning (Feat: Scott Snider)

In this episode of Lessons by the Lake, we sit down with Scott Snider, President of the Exit Planning Institute, to explore one of the most critical—and often overlooked—phases in a business owner’s journey: knowing when and how to begin planning your exit. Scott shares expert insights on the strategic importance of timing, how early preparation creates more attractive, valuable businesses, and what missteps to avoid along the way. Whether you're a business owner considering a sale in the next few years or a trusted advisor to one, this conversation offers practical frameworks and real-world examples to help guide successful transitions. Chapters: 0:00 - Introduction 3:23 - The exit planning process 8:01 - The owner readiness survey findings 19:14 - When to begin the exit planning process 28:39 - Finding your meaning and purpose 33:32 - How to get in touch with Bob and his team 34:44 - Closing remarks

Driving Untapped Growth and Resilience for Business Owners (Feat: Rick Campfield)

In this episode of Lessons by the Lake, we sit down with Rick Campfield, a seasoned business executive turned consultant and coach, to uncover the hidden drivers of growth and resilience for today’s business owners. With decades of leadership experience under his belt, Rick shares how he now guides entrepreneurs through their most pressing personal and professional challenges. From navigating uncertainty to fostering sustainable growth, Rick's insights offer a powerful blend of strategic thinking and personal development. Whether you’re a startup founder, small business owner, or executive leader, this conversation will leave you with tangible tools and a renewed mindset to tackle what’s next. Chapters: 0:00 - Introduction 3:26 - Rick's background and early career path 13:39 - Vision, mission, purpose and objectives 20:43 - The importance of leveraging great counsel 31:09 - An important realization business owners arrive to 34:45 - How to get in touch with Rick and Bob's respective teams 35:28 - Closing remarks

Navigating Business Sales for Maximum Gain (Feat: Johnathan Choe)

In the latest installment of Lessons by the Lake, we dive into the complex world of business sales with expert guest Johnathan Choe, President and Lead Advisor at Transworld Business Advisors of Oregon Central. Whether you're planning an exit strategy, preparing to sell, or just exploring future possibilities, this episode is packed with actionable insights to help business owners maximize value and navigate the sales process with confidence. Join us as we explore key considerations, common pitfalls, and winning strategies for selling a business in today’s market. Don’t miss this essential conversation for entrepreneurs, investors, and anyone looking to make the most of their business transition. Chapters: 0:00 - Introduction 3:52 - Who Johnathan and Transworld typically work with 12:20 - Helping business owners prepare for sale 22:49 - Common misconceptions among business owners 31:02 - Working with a team of professionals 33:30 - Closing remarks

Leverage Accurate Accounting to Drive Efficient Strategy

In the latest installment of Lessons by the Lake: The Oswego Private Wealth Show, we sit down with Carl J. Cox, Founder of 40 Strategy and 40 Accounting, for an insightful conversation on the power of accurate financial data in driving business success. Carl shares his expertise on how leveraging precise accounting information can lead to more efficient decision-making, better strategic planning, and ultimately, stronger financial outcomes. Whether you're a business owner, executive, or entrepreneur, this episode offers valuable takeaways on aligning your numbers with your vision to achieve sustainable growth. Tune in for practical strategies and expert insights that can help you navigate financial complexities with confidence. Chapters: 0:00 - Introduction 3:20 - Carl's background in strategy and accounting 10:09 - The marriage of 40 Strategy and 40 Accounting 18:34 - The exit planning reality check 30:02 - How to get in touch with Carl and Bob

Avenues of Opportunity: SBA Loan Strategies for Business Owners

In this episode of Lessons by the Lake: The Oswego Private Wealth Show, we’re joined by Jani Beatty, Vice President and SBA Relationship Manager at Northwest Bank. Jani shares her expertise on loan strategies tailored for entrepreneurs navigating businesses of all sizes. From securing funding for growth to leveraging Small Business Administration (SBA) loans effectively, this conversation is packed with actionable insights to help business owners optimize their financial strategies. Whether you’re launching a startup or scaling an established enterprise, Jani’s guidance will empower you to make informed borrowing decisions. Chapters: 0:00 - Introduction 4:02 - Leveraging SBA loans to grow your business 11:31 - Taking a deeper look into your business 17:09 - SBA loans vs. commercial bank loans 19:23 - Connect with Bob and his team 20:10 - Closing remarks Connect with Bob Bedritis: Website: oswegoprivatewealth.com [https://oswegoprivatewealth.com/] Facebook: facebook.com/Oswego-Private-Wealth-Management-106334761908104/ [https://facebook.com/Oswego-Private-Wealth-Management-106334761908104/]