Tim Smith started out as a child actor and singer in New York City, then turned to business. He got the investing bug, started building his own wealth management and advisory firms, and over time became the founder of a boutique financial services platform with around 100 advisors and billions under oversight. Along the journey, he not only helped entrepreneurs prepare for their exit and long-term financial health but also became a real advocate for financial literacy, especially for creatives and the next generation through his “Financial Dad” podcast.

Key themes included:

1. Preparing businesses for a potential exit
2. Understanding business valuation and market multiples
3. Challenges and strategies in succession planning
4. Managing wealth post-business sale
5. Emotional aspects of selling a business
6. Importance of tax and charitable planning
7. Entrepreneurial mindset and risk tolerance

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Tim's Email: tim@aurorapw.com

Tim's Website: https://www.aurorapw.com

Tim's YouTube: https://www.youtube.com/thefinancialdad

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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

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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!

M.C. Laubscher is a dynamic entrepreneur, investor, and best-selling author dedicated to empowering business owners through innovative wealth strategies. As the founder of Producers Wealth, he enhances financial well-being across the U.S., while his educational platform, Cashflow Ninja, has influenced over 7 million people globally. Renowned for his acclaimed podcasts and publications, M.C. shares valuable insights on financial independence and legacy-building, earning recognition from Entrepreneur Magazine and membership in elite financial circles like the Forbes Finance Council.

Check out his webpage dedicated to Exit Plan listeners:

www.producerswealth.com/optout

Key themes included:

1. Gambling vs. business strategy

2. Importance of savings systems

3. Cash management and banking instability

4. Life insurance as savings vehicle

5. Strategic borrowing against policies

6. Market cycles and business strategy

7. Diversification and cash flow management

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MC's Email: MC@mclaubscher.com

MC's Website: https://producerswealth.com/

MC's LinkedIn: https://www.linkedin.com/in/mclaubscher/

MC's Facebook: https://www.facebook.com/producerswealth

MC's Instagram: https://www.instagram.com/thecashflowninja/

MC's YouTube: https://www.youtube.com/cashflowninja

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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!

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

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Mike's Email: mike@patter.io

Mike's Website: www.salessucksbook.com

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

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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!