What if this year finally becomes the year you build a business that gives you real freedom, not more stress?

In this episode, Steve and Adam Burton outline the five components of the SCALE framework and how each one supports a business that can operate smoothly and maintain value beyond the owner's day-to-day involvement. Their discussion focuses on systems, financial structure, team leadership, strategic direction, and the long-term positioning of the company.

They explain how these areas relate to growth, operational consistency, and eventual transition planning. The conversation also covers considerations for owners who want to reduce key person dependence, evaluate risk, or understand how different business functions influence valuation.

• An overview of the SCALE framework and how the five elements fit together.

• Discussion of the operational and financial factors that contribute to transferable value.

• Practical points for owners who are assessing future options, including succession and exit pathways.

• And more!

Resources:

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business's potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Most founders have no idea what their business is actually worth, yet 70 to 90 percent of their net worth is tied up in it.

In this episode of Scale to Sell, Steve and Adam break down the "wealth gap" that traps so many business owners and why guessing at your valuation is one of the most expensive mistakes you can make.

They share stories of owners who built their retirement plans on assumed business values, only to discover they were millions off when they finally got a real valuation. From customer concentration issues to founder dependency to outdated systems, Steve and Adam explain the hidden factors that quietly drag value down and threaten a successful exit.

What you'll take away:

• Why the majority of your net worth is trapped in the business

• How inaccurate assumptions ruin exit plans

• What buyers actually pay for (hint, it's not revenue alone)

• Three steps to close the wealth gap and harvest your equity

• And more!

Resources:

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business's potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton

Most founders assume their CPA has them covered. If the IRS isn't sending letters, everything must be fine… right?

In this episode of Scale to Sell, Steve and Adam break open one of the biggest blind spots in the business-owner world, showing why the "old way" of tax preparation keeps owners overpaying year after year without ever realizing what's possible.

Steve shares real cases where advanced tax planning teams uncovered six- and seven-figure savings for owners who thought they were already in great shape. Adam explains why traditional CPAs rarely bring proactive strategies to the table, and how founders can tell when they've outgrown their current advisor.

What you'll take away:

• What advanced tax planning actually is and why wealthy families use it

• Signals you've outgrown your CPA

• Legal strategies that may reduce income and capital gains taxes

• How tax planning fits into building an exit-ready business

• And more!

Resources:

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business's potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• info@scaletosell.com

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton