Robert Clinkenbeard's story begins with the invaluable lessons he gained while employed by another firm, which would later become the bedrock of his journey into entrepreneurship.

Embracing the natural pathway of learning, Robert is candid about the numerous mistakes he made in the initial stages of his business venture. It was a process of trial and error, a hands-on experience that taught him more than any textbook could.

Together, we'll explore the critical steps a business should take 2 to 3 years prior to a sale, including consulting with CPAs, lawyers, and getting your financials in order. Robert will share personal insights on building a strong seller team and how to position your business attractively for private equity and potential buyers.

"Making sure you have the right leadership team in place so that you're almost at a point where you're not necessarily involved too much on a day to day basis... Just making sure things are cleaned up in terms of entities and business structures. I think all those things are super important just to start planning ahead of time rather than rushing last minute."

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Follow Robert

On LinkedIn at https://www.linkedin.com/in/robert-clinkenbeard/

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

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Subscribe to Dana’s weekly newsletter at danarobinson.com

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Thanks for tuning into this episode of Exit Plan!