About This Q&A This recap pulls together the most practical questions raised during the live event. The answers below stay close to the themes the panel emphasized: fit matters, structure matters, and your goals should drive the tax and deal decisions rather than the other way around. Watch the Q&A Segment Buy, Build, Sell Q&A […]
About Andrea Steinbrenner Andrea spent a decade in operational and financial leadership at TGG Accounting before becoming CEO of Exit Consulting Group. She's a Certified Exit Planning Advisor who understands how businesses are built, run, and made ready to sell. Named one of the Top 50 Women Leaders of California for 2025. Connect with Andrea […]
About Shaaya Shaifi Shaaya is an M&A advisor who helps business owners buy and sell companies. He handles deal origination, financial due diligence, and transaction structuring — and he knows exactly where deals fall apart. Connect with SHAAYA Watch Shaaya’s Segment Acquisition strategy for business owners is not just about finding a company with revenue […]
The Buy, Build, Sell Masterclass replay brings together four different lenses on the same core question: how do you build a business that creates wealth now, stays attractive to buyers later, and leaves you with more after the deal closes? This event covers tax strategy, exit planning, acquisitions, and the human side of a transition […]
Watch Lee’s Segment OBBBA exit planning and AI disruption are central themes in Lee Heisman’s session, offering business owners a clear view of how the new rules and technology shifts affect valuations and exit timelines. Key Takeaways from Lee’s OBBBA Exit Planning and AI Disruption Session Lee brings a dealmaker’s perspective to OBBBA, focusing on […]
Let me tell you a quick (true) story. A client of mine in Santa Barbara runs a family business that’s been around for decades. Her goal was simple: 👉 Pass it down to her kids—no drama, no debt, no IRS nightmares. But until last week, she thought her kids would have to sell it just […]
Why Key Man Insurance Matters If your business relies heavily on one or two people to generate revenue, hold key relationships, or drive strategy — this is a question you have to ask yourself: What happens to your company if a key person dies or becomes permanently disabled? It happens. It’s unexpected. And it can […]
Let’s talk about something nobody likes to admit: You can be a brilliant business owner and still make bookkeeping mistakes—especially the kind of bookkeeping mistakes business owners make without even knowing. That doesn’t make you reckless. It makes you human. Running one business is demanding. Running multiple? That’s chaos. Add a family into the mix—especially […]