Leave My Business Well
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.
Episodes
May 12, 2026
May 12, 2026
1hr 28 sec
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
Apr 21, 2026
Apr 21, 2026
17 min
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
Mar 24, 2026
Mar 24, 2026
12 min
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
Mar 6, 2026
Mar 6, 2026
18 min
In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a third party.
Learn more:
https://www.moffattfinancialstrategies.com
Jan 30, 2026
Jan 30, 2026
17 min
In this episode of the Leave My Business Well Podcast, we discuss everything you need to know in order to sell your business to a partner. Learn more: https://www.moffattfinancialstrategies.com
Aug 26, 2024
Aug 26, 2024
19 min
In this episode of the "Leave My Business Well" podcast, hosts Derek and Jennifer Moffatt delve into the concept of becoming a passive business owner. This episode delves into the pros and cons of maintaining ownership after exiting daily operations.
May 10, 2024
May 10, 2024
19 min
Join Derek and Jennifer as they discuss the potential benefits and challenges of selling your business to a third party/
Apr 8, 2024
Apr 8, 2024
20 min
In this insightful episode, Hosts Derek Moffatt and Jennifer, his wife and business partner, delve into the complexities and strategies around selling your business to key employee groups (KEGs). They explore various aspects of this exit strategy, providing valuable insights for business owners.
Investment advice offered through Moffatt Financial Strategies, a registered investment advisor.
Feb 5, 2024
Feb 5, 2024
24 min
In this insightful episode of "Leave My Business Well," Derek and Jennifer Moffatt delve into the complexities of family business transfers. They explore a range of topics, providing valuable insights for business owners and key employees aspiring to take over family businesses.
Feb 5, 2024
Feb 5, 2024
22 min
In this episode of the Leave My Business Well podcast, hosts Derek and Jennifer Moffatt delve into various strategies for business owners to consider when planning their exit. The discussion covers the complexities and nuances of each exit strategy, offering insights for business builders and owners.
Leave My Business Well
Whether you are a business owner preparing for retirement, an entrepreneur hoping to exit your current business and start another one, or an owner looking to protect yourself, your family, and your business in case of emergencies, this is the podcast for you. Join Derek Moffatt as he tackles the multiple pathways to exiting a business, the various pitfalls with each exit pathway, strategies to protect personal and business assets in case of emergencies, and personal financial planning tips for business owners and their families.