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
  • Supercharge Sales (ft. Mike Latch)
    Dec 3 2024

    With over 25 years of experience in electrical engineering, physics, and sales, Mike has tapped into the unique insights of how technology and process can revolutionize sales strategy. As CEO of Patter AI, he continues to champion these revolutionary tech-driven strategies that supercharge strategic sales and has been instrumental in the extraordinary growth of several high profile companies. These methodologies are now detailed further in ‘Sales Sucks’, his newest book, co-authored by friend and colleague Gregg Murphy.


    Key themes included:

    1. Entrepreneurial Lessons

    2. Sales Process Development

    3. Mixed Sales Methods

    4. Patter AI Platform

    5. Scaling with Technology

    6. Sales Team Training

    7. Financial Best Practices


    Mike's Email: mike@patter.io

    Mike's Website: www.salessucksbook.com

    Mike's LinkedIn: https://www.linkedin.com/in/mikelatch/

    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
  • Tax Strategies ft. Liz Steblay
    Nov 26 2024

    Liz Steblay has been a wise mentor to thousands of self-employed professionals, helping them realize their dreams of becoming solo entrepreneurs. With decades of experience building her own solopreneur career, including founding a national talent agency that made the Inc. 5000 list of fastest-growing private companies in the U.S. twice, Liz has distilled the formula for solopreneur success down to six essential keys.

    As the bestselling author of Succeeding as a Solopreneur, published in partnership with Inc. Magazine in March, Liz explains how these keys are crucial for overcoming FUD—fear, uncertainty, and doubt—and paving the way for long-term success.


    Key themes included:

    1. Retainer Pricing and Client Trust

    2. Building Wealth Through Tax Reduction

    3. Solopreneurship to Entrepreneurship Transition

    4. Networking and Business Development

    5. Financial Management for Solopreneurs

    6. Overcoming Fear and Uncertainty

    7. Effective Pricing Strategies


    Liz's Website: www.sixkeys.info

    Liz's LinkedIn: https://www.linkedin.com/in/independentconsulting/

    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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    57 mins
  • Improving Business Value (ft. Justin Goodbread)
    Nov 19 2024

    Justin Goodbread is a renowned entrepreneur, author, and business coach with over 30 years of experience in scaling and exiting successful businesses. Beginning his entrepreneurial journey at just 15, Justin learned early the transformative power of business ownership and financial independence. His impressive track record includes selling his last business for over $10 million within just 49 months, marking him as a top-tier expert in the business community.

    Justin's expertise is particularly valuable for seasoned business owners, especially those in service industries with annual revenues exceeding $500,000. He excels in helping these entrepreneurs break through growth barriers and prepare for lucrative exits. His strategic guidance focuses on enhancing business value and making companies appealing to potential buyers. Justin addresses critical issues like feeling trapped in one's business and navigating transitions, offering actionable solutions for accelerated growth and successful exits.


    Key themes included:

    1. Business Transaction Trends

    2. Exit Strategy Planning

    3. Hiring Challenges

    4. Documentation and Systems

    5. Business Value Improvement

    6. Entrepreneurial Transition

    7. Coaching and Mentorship


    Justin's Website: https://www.justingoodbread.com/

    Justin's LinkedIn: https://www.linkedin.com/in/justingoodbread/

    Justin's X: https://x.com/justingoodbread

    Justin's YouTube: https://www.youtube.com/@justingoodbread

    Justin's Instagram: https://www.instagram.com/justingoodbread/

    Justin's Facebook: https://web.facebook.com/justingoodbread

    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
    45 mins

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