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Listen "No Regrets: Maximizing Wealth When Selling Your Business - Homer Smith "
Episode Synopsis
What if your exit could be the beginning of your best story, not the end?
In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you’re years from selling your business or already navigating offers, this episode delivers the playbook for preserving family wealth and personal purpose.
If you're a business owner asking, "What's next?" — this one's for you.
[00:00 – 12:00] Two Paths After the Sale
Why 70% of businesses brought to market don’t sell—and how to avoid being one of them
The post-sale "tragedy" no one talks about
“Only about 6% of owners who go to market are highly satisfied with the outcome.”
The three pillars of a successful exit: business readiness, market readiness, and owner readiness
[12:01 – 26:00] The Real Reasons Founders Miss Out
Unrealistic valuations and the myths around multiples
Why internal partner conflict can kill a deal
The #1 financial red flag for buyers: messy books
The hidden danger of high customer concentration
[26:01 – 36:00] The Founder's Exit Paradox
Jerome breaks down the emotional crash that hits post-sale
Creating a personal life plan that aligns with the deal terms
“Most founders are walking into a sea of nothingness.”
How the N.E.X.T. framework (Nourish, Evaluate, eXplore, Transcend) builds clarity and confidence
[36:01 – 45:00] Planning to Win (Not Just Exit)
Real case study: $106M egg farm deal and $20M tax savings
Why your transaction team might be too small—or too inexperienced
Planning five years out: why it’s never too early to optimize
[45:01 – End] Exit Into Excellence
How post-exit optimization begins long before you close
Jerome’s call to founders: “Don’t build a business without designing the life beyond it.”
Resources to prepare: free whitepaper and transition readiness assessment
Key Quotes:
“The business, the market, and the owner all need to be ready.” - Homer Smith
“Only about 6% of business owners who raise their hands to go to market are highly satisfied with the outcome.” - Homer Smith
Connect with Homer!
Website: http://www.konvergentwealth.com/
LinkedIn: https://www.linkedin.com/in/homersmith4/
Ready for your next chapter?
Start Your Assessment Now 👉 https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
Learn more about your ad choices. Visit megaphone.fm/adchoices
In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you’re years from selling your business or already navigating offers, this episode delivers the playbook for preserving family wealth and personal purpose.
If you're a business owner asking, "What's next?" — this one's for you.
[00:00 – 12:00] Two Paths After the Sale
Why 70% of businesses brought to market don’t sell—and how to avoid being one of them
The post-sale "tragedy" no one talks about
“Only about 6% of owners who go to market are highly satisfied with the outcome.”
The three pillars of a successful exit: business readiness, market readiness, and owner readiness
[12:01 – 26:00] The Real Reasons Founders Miss Out
Unrealistic valuations and the myths around multiples
Why internal partner conflict can kill a deal
The #1 financial red flag for buyers: messy books
The hidden danger of high customer concentration
[26:01 – 36:00] The Founder's Exit Paradox
Jerome breaks down the emotional crash that hits post-sale
Creating a personal life plan that aligns with the deal terms
“Most founders are walking into a sea of nothingness.”
How the N.E.X.T. framework (Nourish, Evaluate, eXplore, Transcend) builds clarity and confidence
[36:01 – 45:00] Planning to Win (Not Just Exit)
Real case study: $106M egg farm deal and $20M tax savings
Why your transaction team might be too small—or too inexperienced
Planning five years out: why it’s never too early to optimize
[45:01 – End] Exit Into Excellence
How post-exit optimization begins long before you close
Jerome’s call to founders: “Don’t build a business without designing the life beyond it.”
Resources to prepare: free whitepaper and transition readiness assessment
Key Quotes:
“The business, the market, and the owner all need to be ready.” - Homer Smith
“Only about 6% of business owners who raise their hands to go to market are highly satisfied with the outcome.” - Homer Smith
Connect with Homer!
Website: http://www.konvergentwealth.com/
LinkedIn: https://www.linkedin.com/in/homersmith4/
Ready for your next chapter?
Start Your Assessment Now 👉 https://theexitparadox.com/assessment
Leave a Review + Help Others Achieve a Great Legacy
If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth.
Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence.
🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here!
Learn more about your ad choices. Visit megaphone.fm/adchoices
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