Lisa Forrest, a regular guest of ours given how often the SBA changes their rules, joins John for a fun episode.

We cover over 30 items on business acquisition loans (emphasis on SBA loans) with Lisa answering "Myth or Fact" for each one When there are nuances, she goes into detail. Some of the 30+ are:

1. All seller notes have a standby period
2. The buyer can use a HELOC for their down payment
3. Investors owning under 20% don’t have to personally guarantee the buyer’s loan (a few nuances here)
4. An SBA loan can have a claw back

She clarifies a lot of rumors, many of them myths, and anybody thinking of buying or selling a business (or advising clients on it) needs to listen to this.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Monica Duggal is an entrepreneur who learned many lessons when she at first couldn't sell her business. One lesson was, get the business ready to sell from day one.

She stepped back and realized she had to:

• Get out of the day-to-day
• Put in systems
• Grow

Achieving the above she was able to make a successful and lucrative exit. As part of it, she goes over putting in golden handcuffs for her key people.

You can reach Monica at https://www.monicagarciaduggal.com/ and download a her free, Financial Bites Blueprint.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

I love John's line, "Excellence Only Happens on Purpose."

We discuss the above plus:

1. How John coaches execs and owners for better performance via inspiration and encouragement
2. Developing leaders, their team, and their processes
3. Creating sustainable growth
4. His 7-step problem solving process
5. The 7 D's of success

So good I sent it to a client (CEO) within an hour of recording it.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Nick Anderson is the CEO of OneAccord and Nick and I have started a monthly podcast, alternating the hosting, plus alternating monthly articles for our blogs, websites, newsletters, etc.

In this episode we discuss Nick's recent article, From Growth to Scale: Building Enterprise Value Beyond the Founder.

We discuss the "common" principles a company should have to grow, including reducing owner dependency, systems, culture and more. Plus, how OneAccord helps clients put their strategy into action.

There's also a fascinating case study about a client whose sales, profits, and culture all improved.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Doug Gray is a business psychologist who has used AI to springboard what he does to support leaders in family businesses.

In this episode he discusses he's adapted the traditional 360 review for family businesses and their leaders plus what he does to aid succession.

Fascinating discussion from someone truly devoted to improving leadership.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Want to Exit with Style, Grace, and More Money®?

This podcast discusses some of the features of those that create a good liquidity event compared to all the (advertised junk) companies that don't sell.

Combine this short episode with the interview with Jeffrey Feldberg on his Deep Wealth Nine-Step Roadmap and Create a Large Exit for Your Small Business®.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

Entrepreneur Jeffrey Feldberg turned down a seven-figure offer for his business, created the Deep Wealth Roadmap, implemented it for his company, and two years later got a nine-figure liquidity event.

Enough said.

In this episode we discuss the basics of the Deep Wealth Roadmap and what it can do for other business owners.

To reach Jeffrey, email success@deepwealth.com. Mention the Getting the Deal Done Podcast or John Martinka and get a free strategy call.

John Martinka
Jessica Martinka

Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903