The Exit Plan Podcast

By: Dana Robinson and Nathaniel Broughton
  • Summary

  • Exit Plan is a podcast for business owners and those who want to be business owners. I’m always in search of the lesser known stories of entrepreneurship. In the Exit Plan podcast, you’ll hear stories from start up to sale, and hear from the professionals who helped business owners achieve their exit. Hosted by me, author and private equity manager Dana Robinson, along with my co-hosts and guests, you’ll hear real stories, tips, and tools that will help you plan for the exit you want, whether you are still working a day job or already running a business. From their studio in sunny San Diego, the Opt Out Life welcomes guests who are solopreneurs, entrepreneurs, travelers, and creatives, who are proof that you can choose lifestyle over money . . . But still make money, too. Each episode of the Opt Out Life podcast combines the incredible entrepreneurial stories of our friends, with an instructional approach to applying the tactics people are using right now to earn passive income and travel the world. Our guests live non-traditional lives, without job titles, and often without jobs at all. They wear t-shirts and have no boss. They spend time doing what they want, traveling and earning substantial income in creative ways. We invite you to join the ranks of people who live the Opt Out Life.
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Episodes
  • Private Equity Practices (ft. Adam Coffey)
    Nov 12 2024

    With over 21 years of experience as a CEO, Adam Coffey has led three major companies under private equity sponsors, mastering turnarounds and acquisitions. He's an author of bestselling books, like The Exit Strategy Playbook, and brings his wealth of experience to his consulting practice, guiding numerous entrepreneurs towards successful exits. Beyond his professional achievements, Adam cherishes personal growth and work-life balance, offering invaluable advice on building strong company cultures and meaningful connections.

    "My worst payday ever in the world of private Equity was a 2x multiple of invested capital. However, my best payday ever was 11 times multiple of invested capital."


    Key themes included:

    1. Private Equity Practices: Buying and selling companies.

    2. Business Integration: Aggregating smaller companies.

    3. Entrepreneurial Growth: Buy-and-build model.

    4. M&A Strategy: Multiple arbitrage and due diligence.

    5. Private Equity Dynamics: Investment periods and paydays.

    6. Continuous Learning: Personal and professional development.

    7. Company Culture: Attracting and retaining talent.


    Adam's Website: http://www.ceoadvisoryguru.com/

    Adam's LinkedIn: http://www.linkedin.com/in/adamecoffey/

    Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

    Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

    Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

    If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

    Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

    *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

    Thanks for tuning into this episode of Exit Plan!

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    1 hr and 1 min
  • Investment Insights (ft. Seth Damski)
    Nov 5 2024

    Seth Damski, the visionary behind Old City Investment Partners, curated an extraordinary event – the "Alpha on the Delta" conference. This wasn't your run-of-the-mill finance gathering; picture engaging discussions during the day and epic performances by The Rolling Stones at night. Quite a unique experience, right?

    "So if we're really doing our job right, you know, we've gotten to know our investors, you know, really well. Often over the course of years, if not decades."


    Key themes included:

    1. Effective fund manager attributes

    2. Importance of due diligence

    3. Seth Damski's career journey

    4. Old City's investment strategy

    5. Role of placement agents

    6. Investor-manager relationship building

    7. Alpha on the Delta conference


    Seth's Website: www.alphaonthedelta.com

    Seth's LinkedIn: https://www.linkedin.com/in/seth-damski-6833b11/

    Old City Investment Partners: https://www.linkedin.com/company/old-city-investment-partners/

    Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

    Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

    Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

    If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

    Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

    *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

    Thanks for tuning into this episode of Exit Plan!

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    52 mins
  • Overcoming Fears (ft. Cindy Carrillo)
    Oct 29 2024

    Cindy Carrillo is a dynamic entrepreneur and coach dedicated to supporting business leaders and entrepreneurs. From founding a pivotal backup care program to helping companies create boutique benefits, Cindy's career has been marked by a blend of strategic innovation and compassionate leadership.

    She's passionate about guiding others through change and transitions, offering a unique immersion coaching experience on her picturesque ranch in Colorado. Her book, "Finding Your Next," delves into overcoming blockers to change and thriving personally and professionally.

    "...one that keeps us the most from changing, and that's our willingness to settle because we're fearful of the unknown, we're fearful of failure."


    Key themes included:

    1. Scaling Challenges in Consulting Firms.

    2. Transition from Personal Consultancy to Company Growth.

    3. Fear of the Unknown and Failure.

    4. Importance of Complementary Teams.

    5. Leadership and Strategic Thinking.

    6. Entrepreneurial Mindset and Business Growth.

    7. Work-Life Balance Solutions for Employees.


    Cindy's Website: https://www.findingyournxt.com/

    Follow Dana on LinkedIn: https://www.linkedin.com/in/danabrobinson/

    Follow Dana on Instagram: https://www.instagram.com/danarobinsonofficial/

    Subscribe to Dana’s weekly newsletter at https://www.danarobinson.com

    If the information in these conversations and interviews have helped you in your business journey, please subscribe to the show, and leave me an honest review.

    Your reviews and feedback will not only help me continue to deliver great, helpful content, but it will also help me reach even more amazing entrepreneurs just like you!

    *Some of these links might be affiliate links. Thank you in advance if you choose to work with one of the companies I believe in. The money I make from your purchase helps to keep the content you enjoy, and rely on to grow your own business, free to you.

    Thanks for tuning into this episode of Exit Plan!

    Show More Show Less
    57 mins

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