The Exit Plan Podcast

By: Dana Robinson and Nathaniel Broughton
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  • 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
  • Premium Pricing (ft. Surabhi Shenoy)

    Premium Pricing (ft. Surabhi Shenoy)
    Oct 15 2024

    Surabhi Shenoy is a CEO Coach who helps ambitious tech founders scale their businesses and increase the value of their business to achieve lasting wealth. Her unique coaching approach blends personal and business transformation, drawing on her own experience as a 2x successful entrepreneur with multiple exits.


    Surabhi’s journey began in 2005 when she co-founded Tejora Technologies with her husband, Nitin. After his passing in 2017, she took full control of the business during a period of intense personal and professional challenges. Despite the odds, she led Tejora to growth and a successful exit in early 2022.


    Through her experiences, Surabhi developed the CEO Mastery framework. This system empowers founders by focusing on vision, strategy, mindset, and skillset, while also optimizing their business for growth through strategic offers, financial management, and efficient operations.


    Key themes included:

    1. Premium Pricing Strategy

    2. Productizing Services for Scalability

    3. Value Creation Over Cost Competition

    4. Importance of Mentorship

    5. Data-Driven Decision Making

    6. Business Skill Development

    7. Operational Efficiency and Cost Control


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    Website: www.surabhishenoy.com

    LinkedIn: https://www.linkedin.com/in/surabhi-shenoy-ceo-coach/

    —

    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 and 4 mins
  • From Founder to CEO (ft. Matt Sharrers)

    From Founder to CEO (ft. Matt Sharrers)
    Oct 9 2024
    Former SBI CEO Matt Sharrers, renowned for guiding the firm to consecutive recognitions as one of America’s Most Admired Management Consulting Firms by Forbes, now focuses on empowering CEOs and advising private equity firms. After grooming his successor, he transitioned to coaching leaders through transformative phases. Matt’s latest mission centers on facilitating successful transitions for founder CEOs and accelerating scale for second CEOs, articulated in his impactful book, “The Second CEO: Accelerating Scale When Following the Founder.” As a Second CEO who followed a founder, Matt brings unique insight, having not only witnessed these dynamics through his coaching and board work but also having lived through them firsthand. With a career spanning three decades, Matt’s expertise, honed through roles as an athlete, F500 executive, and CEO of a PE-backed company, underscores his commitment to enabling extraordinary results in a domain ripe with opportunity. Motivated by impact rather than monetary gain, Matt seeks to inspire and effect profound change through his writing and consulting endeavors.

    Key themes included:

    1. Succession Planning: Founder to Professional CEO

    2. Self-awareness and humility in leadership

    3. Structured sales and management systems

    4. CEO and team transition requirements

    5. Nostalgia and ego management

    6. Revenue as a business value driver

    7. Role of private equity firms


    —

    Website: www.etjadvisory.com

    LinkedIn: https://www.linkedin.com/in/mattsharrers/

    Email: Msharrers@etjadvisory.com

    —

    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
    50 mins
  • Exploring Franchising (ft. Adam Goldman)

    Exploring Franchising (ft. Adam Goldman)
    Sep 24 2024

    The nation’s top franchise coach and consultant, Adam Goldman, knows that even with well-paying jobs, there is one major problem in Corporate America: you can't pursue your own dreams while working for someone else. Franchising has allowed Adam, a father of three, to achieve his dreams.


    Over the past 9 years, Adam has helped hundreds of people to change their lives through franchise business ownership. He helps others find the right franchise for them and goes on to match them with the right opportunity in their area.

    Key themes included:

    1. Challenges in First Business Year

    2. Importance of Franchise Model Adherence

    3. Semi-Absentee Franchise Ownership

    4. Leveraging Family in Franchising

    5. Financing and Investment Considerations

    6. Role of Franchise Coaches

    7. Service Business Opportunities


    —

    Website: https://www.franchiseadam.com

    LinkedIn: https://www.linkedin.com/in/adamgoldmanfranchise/

    —

    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
    47 mins

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