What does life look like after selling the business you’ve poured decades into building? How do you prepare for one of the biggest financial decisions you’ll ever make?

In this episode, Jamie Hopkins and Kate Duffy are joined by Mark Bradford, Director of Wealth Planning at Bryn Mawr Trust Advisors, to explore the critical process of exit planning for business owners. They discuss why understanding enterprise value matters more than cash flow, the importance of assembling the right advisory team, and the stark differences between internal and external transitions. The conversation also covers common pitfalls, emotional challenges of letting go, and what happens when business wealth suddenly converts to liquid assets.

Key takeaways:

• Why 70-80% of small businesses put up for sale fail to sell, and how proper planning changes outcomes

• The difference between building a job versus building transferable enterprise value in your business

• How internal family transitions require different strategies than selling to private equity or third parties

• Why the personal side of exit planning often creates more challenges than the financial aspects

• What to do before the sale to maximize value and avoid costly mistakes during due diligence

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Mark Bradford:

• LinkedIn: Mark Bradford
• MBradford@bmt.com

About our Guest:

Mark Bradford is the Director of Wealth Planning, where he leads the wealth planning team. He collaborates closely with advisors to develop and implement the company’s long-term vision for wealth planning, which focuses on enhancing client relationships by providing an exceptional client experience through comprehensive and personalized planning.

Why does tax time feel so overwhelming, and what can be done throughout the year to avoid those stressful moments in April?

In this episode, Jamie Hopkins and Kate Duffy are joined by Michael W. Valenti, CPA, CFP®, CEPA®, MAcc, Tax Director at Bryn Mawr Trust Advisors, to break down why taxes feel emotional and how proactive planning can ease that burden. They explore common causes of under-withholding, challenges for high earners, small business owners, and retirees, and how simple adjustments can reduce surprises.

The conversation also covers bonus income, equity compensation, crypto reporting, and when it makes sense to work with a CPA.

Key takeaways:

• Why tax-season stress usually stems from uncertainty rather than the final bill
• How estimated payments and smarter withholding can help households and business owners avoid surprises
• Key tax pitfalls for high earners navigating bonuses, equity compensation, and multiple income streams
• When DIY tax filing makes sense and when bringing in a pro can save time, money, or headaches
• Tax planning strategies to make April more predictable and manageable

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Michael Valenti:

• LinkedIn: Michael Valenti

About Our Guest:

Michael Valenti serves as the Director of Personal Tax Services, where he leads a team of tax professionals specializing in individual tax compliance and planning. Additionally, Mike serves as a financial advisor. He joined the company in 2025.

Specializing in planning for high-net-worth individuals, Mike provides a unique tax perspective to the wealth management and financial planning arena. Mike holds the CPA, CFP®, and CEPA designations and approaches financial planning through a holistic lens.

Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So how do family‑run businesses scale without losing their values, identity, or sanity?

In this episode, Jamie Hopkins and Kate Duffy talk with Katey Evans, Founder of The Frozen Farmer, about how she transformed upcycled fruit into a beloved national brand. Katey shares how intentional planning, family collaboration, and building the right advisory team helped her navigate retail expansion, direct‑to‑consumer pivots, and a high‑visibility moment on Shark Tank.

Key points:

• How fast growth revealed the need for strong financial, legal, and strategic advisors
• Turning food waste into a scalable business model
• Lessons learned from launching and adapting during the pandemic
• The impact of Shark Tank on brand visibility and long‑term planning
• Why confidence, clarity, and family alignment guided major leadership decisions

Resources:

• Kenna, the Produce Princess by Katey Evans

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Katey Evans:

• LinkedIn: Katey Evans
• Facebook: The Frozen Farmer
• Instagram: @thefrozenfarmer
• Website: The Frozen Farmer

About Our Guest:

An entrepreneur, innovator, and Founder of The Frozen Farmer, Katey Evans appeared on the ABC’s critically acclaimed, Emmy-nominated television show “Shark Tank,” landing a $125,000 investment deal from Lori Greiner for her farm creamery business. Katey is passionate about her platform of reducing food waste by sustainably sourcing “upcycled fruit” in The Frozen Farmer’s line of frozen confections. Evans has taken The Frozen Farmer from a small business started at her Sunday supper table to a national brand that is on the shelf in more than 8,000 stores across the U.S. During the pandemic shutdown, Katey launched d2c sales online, shipping into nearly every state in the U.S. in the first week of sales launch. Named Inc. Magazine’s 2023 Most Dynamic Woman in Business, Katey was recently honored on the magazine’s prestigious Female Founders 200 list for starting one of the fastest-growing private companies, as The Frozen Farmer ranked No. 6 on the Inc. 5000 list. Katey is a recipient of the Kroger Innovative Item placement, a Delaware Business Times 40 Under 40 Awards, has earned a $50,000 USDA Value Added Producer Grant for creating a value-added line of sorbet, ice cream and Frobert, and was a panelist for the Global Food Forum with USDA Secretary of Agriculture Sonny Perdue, where she was the only female farmer representing the food production industry. Katey is a member of the Delaware Women’s Workforce Council, aimed to achieve gender equality in the workplace in the First State, and has obtained national certification by the Women’s Business Enterprise National Council (WBENC) for The Frozen Farmer. Katey’s most important role of all is being a mom to her four daughters and teaching them that women can do anything.