https://SecondWaveAdvisors.com/free-downloads/

Chapters:
0:00 Introduction
0:17 Business Development Challenges for Startups
1:03 Learning Curve for Mexit
1:52 Epiphany: Referral-Based Business Model
2:40 Client Acquisition Life Cycle
3:48 Business Exit Advisor Network (BEAN Meetings)
5:20 BEAN Meeting Structure & Audience
7:00 Playbook Builder Platform Introduction
8:35 Playbook Builder Selection & Features
10:14 Customizing Content Delivery
11:07 Addressing "How Do You Do It?" Question
12:18 Two Main Adviser Challenges
13:19 Client Acquisition Epiphany from Market Feedback
14:28 Democratizing Exit Planning
16:00 Closing Thoughts

At the heart of SecondWave Advisors is Andrew Williams, an experienced exit planning professional and the visionary behind the SecondWave Process™. With decades of experience working alongside high-net-worth entrepreneurs, Andrew has witnessed firsthand the struggles many face during the exit process. His mission is to arm advisors with the knowledge and tools to make a real difference.

OUR MISSION
To empower advisors with the tools, training, and community support they need to transform the exit planning experience for entrepreneurs. We aim to redefine what it means to "exit well" by helping business owners transition, not just financially, but emotionally and purposefully into the next chapter of their lives.

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https://SecondWaveAdvisors.com/free-downloads/

Chapters:
0:00 Introduction
0:36 Jim's EOS Experience & Credentials
1:09 Becoming a Coach to Coaches
3:13 Jim's 12 Business Ventures
6:49 Becoming an EOS Implementer in 2011
8:04 Advice for 20-Year-Old Self
9:33 Explaining EOS to His Kids
11:37 Best Advice from Gino Wickman
14:54 Companies Helped Through EOS
15:36 Leveraging EOS to Prepare for Business Exit
21:14 Why Jim Does This Work
22:27 Best Compliments from Clients
24:58 Mistakes Business Owners Make
28:01 Looking Ahead: 10 Years from Now
31:25 Closing Thoughts

At the heart of SecondWave Advisors is Andrew Williams, an experienced exit planning professional and the visionary behind the SecondWave Process™. With decades of experience working alongside high-net-worth entrepreneurs, Andrew has witnessed firsthand the struggles many face during the exit process. His mission is to arm advisors with the knowledge and tools to make a real difference.

OUR MISSION
To empower advisors with the tools, training, and community support they need to transform the exit planning experience for entrepreneurs. We aim to redefine what it means to "exit well" by helping business owners transition, not just financially, but emotionally and purposefully into the next chapter of their lives.

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https://SecondWaveAdvisors.com/free-downloads/

Chapters:

0:00 Introduction
1:26 Sharon's Entrepreneurial Journey
5:02 What Sergeo Advisors Does
8:45 Advice for Younger Self
11:26 Meeting at EPI Summit
14:38 Challenges CEPAs Face
19:00 The Budget Alignment Tool
22:13 Lower Middle Market Trends
23:57 AI Impact on Business
28:55 SEPA Partnerships
31:05 Advice for Business Owners
35:04 Value-Added Strategies
36:35 Future Outlook

Sharon Spooler, Founder/CEO at Surgo Advisors.
Website: https://www.surgoadvisors.com.
LinkedIn: https://linkedin.com/in/sharonspooler.

At the heart of SecondWave Advisors is Andrew Williams, an experienced exit planning professional and the visionary behind the SecondWave Process™. With decades of experience working alongside high-net-worth entrepreneurs, Andrew has witnessed firsthand the struggles many face during the exit process. His mission is to arm advisors with the knowledge and tools to make a real difference.

OUR MISSION

To empower advisors with the tools, training, and community support they need to transform the exit planning experience for entrepreneurs. We aim to redefine what it means to "exit well" by helping business owners transition, not just financially, but emotionally and purposefully into the next chapter of their lives.

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https://SecondWaveAdvisors.com/free-downloads/

Chapters:
0:00 Introduction
0:25 The Myth of Endless Relaxation
0:50 Why Rest Alone Isn't Fulfilling
1:20 The Need for Purpose After Exit
1:50 Active Engagement vs Passive Rest
2:15 Finding Balance

At the heart of SecondWave Advisors is Andrew Williams, an experienced exit planning professional and the visionary behind the SecondWave Process™. With decades of experience working alongside high-net-worth entrepreneurs, Andrew has witnessed firsthand the struggles many face during the exit process. His mission is to arm advisors with the knowledge and tools to make a real difference.

OUR MISSION
To empower advisors with the tools, training, and community support they need to transform the exit planning experience for entrepreneurs. We aim to redefine what it means to "exit well" by helping business owners transition, not just financially, but emotionally and purposefully into the next chapter of their lives.

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https://SecondWaveAdvisors.com/free-downloads/

Chapters:
0:00 Introduction
0:30 The Challenge of Leaving
1:00 Why Entrepreneurs Need to Stay Engaged
1:45 Finding New Ways to Contribute
2:30 Staying Active in Your Industry
3:15 Closing Thoughts

At the heart of SecondWave Advisors is Andrew Williams, an experienced exit planning professional and the visionary behind the SecondWave Process™. With decades of experience working alongside high-net-worth entrepreneurs, Andrew has witnessed firsthand the struggles many face during the exit process. His mission is to arm advisors with the knowledge and tools to make a real difference.

OUR MISSION
To empower advisors with the tools, training, and community support they need to transform the exit planning experience for entrepreneurs. We aim to redefine what it means to "exit well" by helping business owners transition, not just financially, but emotionally and purposefully into the next chapter of their lives.

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https://SecondWaveAdvisors.com/free-downloads/

Chapters:
0:00 Introduction
0:41 Brad's Entrepreneurial Journey
3:03 Robert's Entrepreneurial Journey & Early Ventures
5:51 Advice for 20-Year-Old Self
7:28 Exit Planning Industry Challenges
9:28 Why Mexit Was Founded
12:01 Stakeholders in Business Exit
12:45 Robert's 2014 Exit Story
15:34 Best Compliments from Clients
18:06 Biggest Mistakes Business Owners Make
21:54 The Mexit Epiphany: Scaling Impact
24:58 The Gap in Exit Planning Tools
27:46 Misunderstandings About Mexit's Approach
30:03 Habit Formation & Cadence of Accountability
31:58 Training vs Coaching Philosophy
34:27 Common Entrepreneur Mistakes
36:25 Looking Ahead: The Next 3-5 Years
40:13 How to Find Mexit

Robert M Welke and Brad Gaulin | MExit Inc.
MExit: https://www.mexit.ca

At the heart of SecondWave Advisors is Andrew Williams, an experienced exit planning professional and the visionary behind the SecondWave Process™. With decades of experience working alongside high-net-worth entrepreneurs, Andrew has witnessed firsthand the struggles many face during the exit process. His mission is to arm advisors with the knowledge and tools to make a real difference.

OUR MISSION
To empower advisors with the tools, training, and community support they need to transform the exit planning experience for entrepreneurs. We aim to redefine what it means to "exit well" by helping business owners transition, not just financially, but emotionally and purposefully into the next chapter of their lives.

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https://SecondWaveAdvisors.com/free-downloads/

Chapters:
0:00 Introduction: The Unhappiness Problem
0:39 The "Now What?" Question
1:06 The Meaning Problem
1:20 A Preventable Regret
1:27 The Culture of Achievement
1:44 Running a Mission, Not Just a Company
2:06 Activities vs Purpose
2:26 The Data on Post-Exit Dissatisfaction
2:51 Health & Longevity Studies
3:25 You're Not Done
3:58 The Inner Assignment
4:15 Questions to Ask Yourself
4:28 Build a Life with Purpose
4:38 Write Your Next Chapter

At the heart of SecondWave Advisors is Andrew Williams, an experienced exit planning professional and the visionary behind the SecondWave Process™. With decades of experience working alongside high-net-worth entrepreneurs, Andrew has witnessed firsthand the struggles many face during the exit process. His mission is to arm advisors with the knowledge and tools to make a real difference.

OUR MISSION
To empower advisors with the tools, training, and community support they need to transform the exit planning experience for entrepreneurs. We aim to redefine what it means to "exit well" by helping business owners transition, not just financially, but emotionally and purposefully into the next chapter of their lives.

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