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/

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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!

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

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Website: www.etjadvisory.com

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

Email: Msharrers@etjadvisory.com

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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 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!

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.

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

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Website: https://www.franchiseadam.com

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

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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!

Brian Parks brings decades of expertise in both financial services and SaaS as the founder and CEO of Bigfoot Capital. Prior to Bigfoot Capital, he has honed his skills in various positions across companies, most notably as the co-founder of Brandfolder.

Founded on the principles of stability, support, and partnership, Brian and Bigfoot Capital strive to be a lifeline for SaaS companies, improving their operational health to empower and drive growth. As a founder himself, Brian taps into his own experiences of growth, struggle, and resiliency to guide founders on a path of autonomy in how their companies achieve success.

Key themes included:

1. 1. • 1. Balancing tech development and demand

        2. Pragmatic product development approach

        3. Horizontal vs. vertical market challenges

        4. Raising equity vs. debt funding

        5. Lending criteria and strategic borrowing

        6. Iterative learning and business success

        7. Persistence in driving revenue growth

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Website: https://www.bigfootcap.com

Newsletter: https://www.bigfootcapital.substack.com

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

—

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!

Eric Miller understands the complex emotions tied to wealth creation and management, especially for those in service-based businesses. His empathetic approach acknowledges the guilt and shame that can hinder financial success and the importance of overcoming these barriers for growth and sustainability.

By guiding business owners to make deliberate financial decisions, he helps them build and preserve their wealth effectively. Eric's strategies emphasize proper compensation, investment in growth, and avoiding burnout, ensuring business owners thrive both emotionally and financially.

"There comes a point, I think, in any business where you got to make a decision, am I going to treat this thing as something that has the ability to expand in value? ... because in this universe, you are never going sideways, either going up or you're going down."

Key themes included:

1. 1. • Guilt and Shame in Wealth

      • Decision-Making and Financial Impact

      • Business Growth and Expansion

      • Burnout Challenges and Prevention

      • Business Exit Strategy and Preparation

      • Proper Owner Compensation and Wealth Management

      • Investment Caution Post-Business Sale

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Website: https://econologicsfinancialadvisors.com/

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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!

Spencer Hilligoss is the CEO of Madison Investing - a real estate investment club with bespoke, curated real estate deals. Spencer founded Madison Investing with a singular mission: to help busy, successful professionals invest passively and secure their most valuable asset of all: Time.

By partnering with in-market, vetted operators, Madison Investing has $2.3B in acquisitions, with over 20,000 units. Investors now have access to cash-flowing private real estate syndications and funds, allowing them to enjoy passive returns as these businesses thrive.

Before starting Madison Investing, Spencer was what some consider a “corporate junkie”, growing operations and sales teams in 5 high growth Fintech companies, over the span of 13 years. In 2019, five months before the pandemic, Spencer broke free from the golden handcuffs to give full focus on serving his investment group and growing Madison Investing. Now, as a full-time investor and entrepreneur, he can spend more time with his family and hone his skills on the electric guitar. He is a registered member of FINRA and a member of the Forbes 2022 Real Estate Council.

"It takes a team of people and immense amounts of capital to go and buy these big buildings, improve them, and hold them for long periods of time at a profit."

Key themes included:

1. 1. Investment Goals

      • Consistent income vs. capital growth

   2. Networking

      • Building long-term relationships

   3. Real Estate Strategies

      • Acquiring and managing properties

   4. Financial Benefits

      • Property improvements and exits

   5. Market Timing

      • Impact on investment outcomes

   6. Due Diligence

      • Vetting teams and deals

   7. Passion and Transition

      • From tech to real estate

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Website: http://www.madisoninvesting.com/

Email: spencer@madisoninvesting.com

Phone: 415.290.0328

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

—

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!

Ryan Duffy is a seasoned entrepreneur who effortlessly leverages his extensive background in Hollywood and tech to drive innovation. He started with a small team at Vidme, ultimately cultivating a company philosophy that prioritized careful, methodical growth.

Through numerous ventures, including pioneering an early NFT platform and founding the audio course platform Knowable, Ryan has faced and overcome countless challenges. Now at Medium, he continues to draw from his rich experience to navigate the creator economy with his latest venture, Stack.

"One of the hardest things I've ever had to do professionally...trying to explain what an NFT is. And if you think about it, it's like, it's digital, but, like, you own it."

Key themes included:

1. Early NFT Platform Struggles

2. Knowable's Audio Course Challenges

3. Pandemic's Impact on E-learning

4. Vidme's Monetization and Infrastructure Issues

5. Transition to Medium

6. Leveraging Career Skills and Experience

7. New Venture Focused on Creator Economy

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Website: www.duffy.work

Contact: https://duffy.work/contact-form

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

—

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!

Matt Rinkey is a wealth advisor and certified exit planner who specializes in helping entrepreneurs and real estate investors maximize their business value and achieve their financial goals. With a background in family office, hedge fund, and real estate, Matt brings a wealth of experience to support his clients in building the right strategies for wealth creation and life aspirations.

Through his boutique team's comprehensive approach and flat fee model, Matt serves as a valuable resource for entrepreneurs, providing guidance on day-to-day financial questions and major life-altering events. His expertise focuses on integrating personal and business planning, exit planning, and creating customized investment checklists to help clients prioritize their business growth and avoid common pitfalls.

"So how do we make them better as investors? And that's just not by, hey, send your money here."

Key themes included:

1. Gaining expertise from clients and members

2. Entrepreneurial strategies for tax planning

3. Evaluating financial team and wealth creation

4. Exit planning and maximizing business value

5. Investing based on core values, checklist

6. Integrating personal aspirations with business goals

7. Importance of early planning for entrepreneurs

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Website: http://www.illuminationwealth.com/

Contact: matt@illuminationwealth.com

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

—

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!