Charting Opportunities With Portus Wealth Advisors
Charting Opportunities With Portus Wealth Advisors
Podcast Description
Unlocking Business Growth: Charting Opportunities with Portus Wealth AdvisorsWelcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed.Join us for live, in-depth discussions featuring industry experts covering a wide range of critical topics. From mastering estate planning and optimizing business insurance to navigating the complexities of financial planning, marketing, sales, and HR, we're committed to delivering content that matters. We dive deep into real-world solutions, helping you move beyond basic strategies and achieve tangible results.Our expert guests share their proven methods for enhancing operational efficiency, improving financial reporting, and developing robust growth strategies. Learn how to optimize your business for potential acquisitions, understand current market dynamics, and cultivate a thriving work environment. We also address crucial aspects of stress management and personal well-being, ensuring you perform at your peak while building a sustainable business.Whether you're a seasoned entrepreneur or just starting out, "Charting Opportunities" provides invaluable resources to help you elevate your business. Subscribe now to stay informed, gain expert perspectives, and chart your path to success with Portus Wealth Advisors.
Podcast Insights
Content Themes
The podcast focuses on critical business topics like estate planning, charitable giving, stress management, financial planning, insurance optimization, and business valuation. Episodes include discussions on topics such as charitable strategies involving Donor Advised Funds, advanced estate planning techniques, stress reduction techniques for entrepreneurs, and insights into selling businesses to private equity firms. Each episode provides actionable insights to help business owners navigate complex challenges.
Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors
Welcome to “Charting Opportunities,” a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed.
Join us for live, in-depth discussions featuring industry experts covering a wide range of critical topics. From mastering estate planning and optimizing business insurance to navigating the complexities of financial planning, marketing, sales, and HR, we’re committed to delivering content that matters. We dive deep into real-world solutions, helping you move beyond basic strategies and achieve tangible results.
Our expert guests share their proven methods for enhancing operational efficiency, improving financial reporting, and developing robust growth strategies. Learn how to optimize your business for potential acquisitions, understand current market dynamics, and cultivate a thriving work environment. We also address crucial aspects of stress management and personal well-being, ensuring you perform at your peak while building a sustainable business.
Whether you’re a seasoned entrepreneur or just starting out, “Charting Opportunities” provides invaluable resources to help you elevate your business. Subscribe now to stay informed, gain expert perspectives, and chart your path to success with Portus Wealth Advisors.
In this episode of Charting Opportunities, Portus Wealth Advisors sits down with JT Schroeder, a seasoned M&A advisor from Atlanta, to discuss the high-stakes world of business acquisitions.
Most business owners sell a company only once in their lives, while professional buyers might close dozens of deals a year. This ”imbalance of power” puts the seller at an immediate disadvantage. JT explains how to level the playing field by building a ”deal team” of experts, including M&A attorneys, wealth advisors, and investment bankers.
Discover why a business worth selling is a business worth keeping. JT breaks down the process of professionalizing your company, from cleaning up HR ”sloppiness” to conducting a sell-side Quality of Earnings (QofE) report.
Learn how to mitigate post-LOI risks, avoid the ”death by a thousand cuts” during due diligence, and why making yourself obsolete is the best way to maximize your exit price.
Key Topics Covered:
– The professional buyer vs. the one-time seller.
– Why the ”best buyer” isn't always the one with the highest price.
– How to survive the ”colonoscopy” of due diligence.
– The critical members of your Deal Team.
– The role of AI and automation in modern business valuation.
This is an essential conversation for any founder looking to protect their legacy and ensure they don't leave money on the table during a sale.
A HUGE THANK YOU to JT Schroeder for sharing his expertise on the complexities of M&A and business professionalization.
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0:00 – Pro Buyers vs Sellers
4:39 – Price vs “Right Buyer”
8:11 – Post-LOI Risk
14:49 – Getting Sell-Ready
20:07 – The Deal Team
26:36 – Red Flags & Trust
31:44 – Clean Financials
39:15 – Picking an Advisor
46:17 – Succession & Obsolete
54:15 – Key Employees
58:24 – Valuations & Timing
1:03:19 – LOI, Fees & Wrap
ORIGINAL MEDIA SOURCE(S):
JT Schroeder: What to Expect From an M&A Advisor | Charting Opportunities
Originally Recorded on November 12, 2025
Charting Opportunities: Season 2, Episode 1
Images courtesy of: JT Schroeder and NorthView Advisors
#BusinessSale #MandA #BusinessOwner #ExitStrategy #WealthManagement
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