Your Business Is Not Your Retirement Plan

Employee Ownership: A Different Way to Exit Your Business

In this episode of Exit Velocity, Amy Morin sits down with Michael Kenneth, President of WealthPoint, to break down one of the most misunderstood exit strategies in business: ESOPs (Employee Stock Ownership Plans). Many owners assume ESOPs are only for massive companies or purely altruistic business owners. Michael explains why that’s not true — and how ESOPs can create liquidity, preserve company culture, reward employees, and help owners transition out of day-to-day operations without sacrificing legacy. Amy and Michael also explore the connection between EOS and ESOP readiness, including: What makes a company a strong ESOP candidate Common misconceptions around employee ownership Why leadership teams and accountability increase business value How operational structure impacts valuation The realities of repurchase obligations The long-term financial advantages of ESOP structures Why employee communication and culture matter after the transaction closes If you're a founder thinking about succession planning, exit strategy, leadership development, or building a company that scales beyond you, this episode delivers practical insight and real-world perspective. About Exit Velocity: Exit Velocity is the podcast for owners building businesses that scale without them and exit on their terms. Hosted by Amy Morin of Thrive Coaching, each episode features conversations with operators, advisors, and entrepreneurs focused on growth, value creation, and long-term business success.

From Financial Blind Spots to Exit Readiness: Building a Business Buyers Actually Want

Most business owners think clean books and a CPA are enough. They’re not. In this episode of Exit Velocity, Amy Morin sits down with Kirk McLaren, CEO of Growth CFO, to break down the costly gap between financial reporting and financial strategy—and how it impacts your exit. They dive into: * Why only 17% of businesses actually sell * The difference between a historian vs. strategic CFO * Hidden red flags that kill deals during due diligence * The 3 habits of highly profitable businesses * How to unlock six-figure gains in 90 days (without cutting people or raising prices) If you want to scale smarter, increase valuation, and build a business that runs without you—this episode is a must-listen.

From to Survival to Scale: Building a Business that can run without you

In this episode of Exit Velocity, Amy Morin talks with Corrina Carter, CEO of CMS Mortgage Solutions, about what it really takes to scale a business beyond the founder. Corrina shares her powerful journey from early life challenges to building a 135+ person organization, and how implementing EOS® helped her shift from doing everything herself to leading a scalable, aligned leadership team. We explore leadership, delegation, vulnerability, and the hard truth about why many businesses plateau without intentional systems. Key themes:• Scaling beyond the founder• EOS® implementation and leadership alignment• Delegation and letting go of control• Building a business that can grow without burnout• Exit velocity and long-term value creation Whether you’re growing, restructuring, or planning your exit, this conversation will challenge how you think about leadership and scale.

Peer Power: Building Business That Lasts

In this episode of Exit Velocity, I sit down with Tina Corner Stolz, founder of LX Council and a leader in peer advisory groups for business owners. Together, we explore what separates business owners who successfully build transferable value from those who remain stuck in the day-to-day grind. Tina shares insights from decades of working with peer groups, revealing how mindset, accountability, and strategic thinking play a critical role in long-term business success and exit readiness. We dive into why most business owners are unprepared when opportunities—like private equity interest—arise, and how common pitfalls like owner dependency and lack of planning can significantly impact enterprise value. The conversation also highlights the importance of shifting from purely tactical work to more strategic leadership, and how peer groups create the structure and pressure needed to drive real execution. If you're a business owner thinking about scaling, stepping back, or eventually exiting, this episode offers practical insights to help you build a business that works without you—and is ready when opportunity knocks.

Your Business Is Not Your Retirement Plan

In this episode, Amy Morin sits down with Perry Buckman to reveal the financial blind spots most business owners face before selling their companies. They share actionable strategies to protect your wealth, plan for the future, and build freedom beyond your business.