Magda Schappert is a passionate advocate for financial empowerment, dedicated to helping individuals become the best version of themselves, raise their standards, and achieve freedom. Alongside her husband Jason, she successfully built and exited an 8-figure business, gaining invaluable experience in entrepreneurship and business strategy. Now, with Moola, Magda leverages her expertise to empower the next generation through accessible financial education and cutting-edge technology, making complex financial concepts understandable and actionable for everyone.

Magda shares her wisdom from her unique 8-figure business exit journey with her husband, and her passion for the following subjects:

• Balancing entrepreneurship and motherhood.
• Why financial literacy for families and women is crucial in today's society.
• The dynamics of working alongside your spouse.
• Actionable insights and advice for women aspiring to break into entrepreneurship, leadership, and high-level business.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.

The private equity market has evolved and matured significantly in recent years, driven by several key factors that have reshaped the industry, including increased fundraising and capital deployment. In 2022 alone, global private equity fundraising reached approximately $1.2 trillion. This influx of capital has allowed firms to pursue larger deals and diversify their investment strategies. Mega-deals, particularly those exceeding $10 billion, have become more common, reflecting the growing financial power of PE firms. More recently, the fundraising and investment growth have slowed.

Private equity firms are increasingly utilizing initial public offerings (IPOs) and Special Purpose Acquisition Companies (SPACs) as exit strategies. This trend reflects the strong performance of public markets and the desire to realize returns more quickly

Search funds and other new financial buyers have emerged as innovative participants in the M&A market, reflecting the evolving landscape of deal-making and investment strategies. A search fund is a pool of capital raised by entrepreneurs to acquire a small to medium-sized business. An entrepreneur typically does not have a specific target company in mind when raising the fund. They use the capital to search for a suitable business to buy, operate, and grow over time. Once a suitable acquisition target is identified, additional capital is raised to fund the purchase. The searcher often assumes a significant operational role in the acquired company, such as CEO. Search funds typically target small, profitable companies with stable cash flows and a potential for growth, often in niche industries.

The ongoing Paramount $28 billion merger with Skydance Media was announced in mid-2024. Skydance, known for its strong portfolio of film and television productions, including the "Mission: Impossible" and "Transformers" franchises, is set to merge with Paramount to create a media powerhouse.

This transaction follows an intense period of negotiations and competition, notably with Edgar Bronfman Jr. dropping his bid for Paramount, which cleared the path for the Skydance deal to proceed. This competition extended the timeline as both Paramount and Skydance had to navigate these competing interests and reassess their strategies to ensure the merger would be successful. The merger is expected to provide both companies with enhanced content creation capabilities and greater leverage in negotiations with streaming platforms.

The 45-day "free look" period in the Paramount-Skydance Media transaction was a significant aspect of the deal, providing both parties with a window of time to thoroughly assess the implications and potential risks of the merger and the flexibility to withdraw from the deal.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.

In this episode we are joined by Andrea Steinbrenner to discuss the process of planning for a sale and executing the ideal sale for a business owner.

Andrea is the CEO at Exit Consulting Group, which provides consulting and brokerage services for businesses and owners preparing for and executing a sale or similar change in ownership. She shares how he partners with business owners to define success, develop specific goals, and establish a plan of action to achieve them. An experienced executive who has worked across a multitude of industries, Andrea’s objective is to leave businesses better than she finds them and works to provide clients with their best possible outcome. Andrea’s win is seeing people succeed and helping them find the best way to reach their goals.

Andrea emphasizes the importance of clear communication by listening to the wants, needs, goals, and priorities of each client before collaborating. She works with staff to find solutions that best meet their goals and maintain the company’s culture and values. Andrea describes the structure of a company as a rainforest. The executives and senior staff are in the canopy and see the over-arching “big picture” while there may be organized chaos on the ground.

Andrea worked her way up the managerial ladder in the retail industry. She earned a bachelor’s in accounting. She then worked for TGG Accounting, a mid-sized, outsourced accounting firm, and became a fractional CFO working in several industries, including construction, manufacturing, retail, professional services, financial services, cannabis, hospitality, franchises, and e-commerce sectors, among others. Deciding to take her career in a slightly different direction, after receiving an EMBA, Andrea started Canopy Consulting, a business consulting firm. She was referred to Exit Consulting Group (ECG) as a consultant in 2019, became COO in July 2020, and CEO in October 2022.

Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity.

You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail.

The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress.

Selling Your Business with David King will help you take control of the sale process and make it positive one.