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A playbook for business owners getting ready to value, optimize, and sell. Custom-crafted by high-tier professionals, with the full set of plays to execute the sale. This is one of the most important decisions of your life. Have the right playbook to do it well.
Conduttori:
Frequenza di aggiornamento:
every 23 days
Durata media dell'audio:
50 minutes
Interviste agli ospiti
Inglese
Stati Uniti
14 episodi
da 26 Maggio 2025
episodic
ULTIMO EPISODIO 🔗
In this episode of SME Playbook, host Spencer Wright talks with Dan Walowitz of Wallwitz Wealth (and returning guest Jake of Hudson Oaks) about moving from Brazil to the U.S. on a University of Utah scholarship and discovering why taxes are often a business owner’s largest overlooked expense. Dan s…
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EPISODI PRECEDENTI 🔗
SMB Playbook welcomes Exit Engine’s financer extraordinaire, BJ Thompson — the affable CFO with a Loki-adjacent sense of humor and a warehouse-airsoft origin story — to walk the books, the deals, and the people behind them. From a Salt Lake City childhood and a first job at a rifle manufacturer tha…
Josh Freeman—first lawyer in the family, former wood-chip slinger, and the guy Spencer still keeps on estate docs—walks through the hero’s journey from a post-crash family-law grind to founding the remote-first Freeman Level firm and assembling Exit Engine. He breaks down why “sellable” is not the …
When Jake Rust left a larger firm to strike out on his own and build Hudson Oaks, he finally had the room to put clients first—an ethic he learned watching family members conduct business the right way and the wrong way. The Provo-born CFP carries that upbringing from a clean, contracted buyout of …
In this episode of the SMB Playbook, Spencer sits down with Ryan Freeman—one of the quiet architects behind Exit Engine—to unpack how a former BYU offensive lineman with a knack for turning propane tanks into gym equipment became a steady hand in the high-stakes world of business exits. From surviv…
In this episode of the SMB Playbook, Ryan Reese, managing partner of Milestone Advisors, shares how a modest tax practice grew into a 40-plus-person firm delivering full-spectrum accounting, controllership, and fractional CFO services. He discusses the partnership with BJ Thompson that followed an …
We are dusting off the playbook for a new team. SMB Playbook is partnering with Exit Engine in order to provide the most comprehensive broker experience a business owner, buyer or seller could ask for. Right out of the gate, our first interview is with Dave Hinckley. Dave is a seasoned entrepreneur…
SummaryIn this episode of the SMB Playbook, hosts Spencer Wright and Tyler Harris engage with guests Mike and Dan, two corporate executives transitioning into entrepreneurship through business acquisition. The conversation explores their motivations, challenges, and the importance of networking and…
In this episode, Van Oakes shares his journey from a hardworking upbringing in rural Utah to becoming a successful entrepreneur and digital marketer. He discusses the importance of family, the lessons learned from his early work experiences, and how he transitioned into online marketing. Van reflec…
In this episode of the SMB Playbook, hosts Spencer and Tyler welcome Ken Bretschneider and Jamey Anthony, founders of The Grid, an innovative racing experience center in Utah. The conversation explores their unique backgrounds, the transition from previous ventures to The Grid, and their vision for…
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