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Leave My Business Well

Leave My Business Well

Written by: Jennifer Moffatt
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Join Derek Moffatt as he discusses the many ways to exit a business, pitfalls that can occur with various exit pathways, and strategies for protecting the owner and business in case of emergencies. Derek will also share investment ideas and financial planning strategies geared toward business owners and their families.

Copyright 2024 All rights reserved.
Economics Leadership Management & Leadership Personal Finance
Episodes
  • Selling Your Business to Your Sons
    May 12 2026

    In this video I interview Chris, Sam, and Luke Jordan. Chris built a multi-million dollar AVL integration company, and then sold it to his sons. We discuss how to do this type deal correctly so that everyone comes out happy.

    I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

    Learn more: https://www.moffattfinancialstrategies.com

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    1 hr
  • Passive Ownership
    Apr 21 2026

    In this episode we discuss preparing to take a passive ownership role at your business.

    I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

    Learn more:

    https://www.moffattfinancialstrategies.com

    Show More Show Less
    18 mins
  • Preparing Your Business to go Public
    Mar 24 2026

    In this video we discuss preparing your business for an IPO event, or going public.

    I’m Derek Moffatt, CFP®, CExP™, host of the Leave My Business Well Podcast, where we help business owners plan smart, successful exits. Each episode focuses on exit planning, business succession, and financial strategies designed to protect what you’ve built and prepare you for life after the business.

    Learn more: https://www.moffattfinancialstrategies.com

    Show More Show Less
    12 mins
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