Matteo Valles's guest appearances

Matteo Valles

Financially Simple - Business Growth to Sale

Mr. Atlanta Podcast

Les McKeown

Bob Burg

Gerri Detweiler

David Stein

Gavin Baker

Haley Helveston

Todd Sklar

Sarah Alexander

Chris Lewis

Jonathan Mills

Justin Goodbread

Chris Snider

Scott Snider

John Riley

David Kent

OwlTail

In episode 383 of Financially Simple, Justin talks to Matteo Valles a Business Broker at Sunbelt Network. Having a Broker on your side when it comes to selling your business might seem unnecessary, but the value they can add in helping value the business, assisting in getting prepared for sale, and with the sale itself, far outweighs any costs. In this episode, Justin and Matteo look at the transaction process from both the seller and buyer’s point of view and give some insight into the complexities of the undertaking. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! __   TIME INDEX: 00:42 - The Business Process: Transitioning, Selling, and Buying, with Matteo Valles 02:04 - A Typical Transaction 03:39 - Intangible Assets 04:59 - Valuation 06:51 - What to Focus on as a Seller 08:30 - Looking to Buy 10:19 - Are You Really Prepared 11:51 - Expectations vs. Reality 13:08 - Banks vs. SBA vs. VCs 14:41 - Recommended Reading 15:56 - One Piece of Advice 18:09 - Strategic Buyers 18:51 - When Should a Business Owner Approach a Broker 19:36 - Wrap Up __   USEFUL LINKS: Work with Our Team Matteo Valles, LinkedIn Sunbelt Business Brokers Matteovalles.com mvalles@sunbeltnetwork.com  How Did You Do It Truett??, S. Truett Cathy Financially Simple on YouTube  Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _____   BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute’s Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast’s guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast’s hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia’s Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia’s Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

In episode 383 of Financially Simple, Justin talks to Matteo Valles a Business Broker at Sunbelt Network. Having a Broker on your side when it comes to selling your business might seem unnecessary, but the value they can add in helping value the business, assisting in getting prepared for sale, and with the sale itself, far outweighs any costs. In this episode, Justin and Matteo look at the transaction process from both the seller and buyer’s point of view and give some insight into the complexities of the undertaking. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! __ TIME INDEX: 00:42 - The Business Process: Transitioning, Selling, and Buying, with Matteo Valles 02:04 - A Typical Transaction 03:39 - Intangible Assets 04:59 - Valuation 06:51 - What to Focus on as a Seller 08:30 - Looking to Buy 10:19 - Are You Really Prepared 11:51 - Expectations vs. Reality 13:08 - Banks vs. SBA vs. VCs 14:41 - Recommended Reading 15:56 - One Piece of Advice 18:09 - Strategic Buyers 18:51 - When Should a Business Owner Approach a Broker 19:36 - Wrap Up __ USEFUL LINKS: <a href="https://financiallysimple.com/work-with-us/" rel="nofollow" target="_blank">Work with Our Team</a> <a href="https://www.linkedin.com/in/matteo-valles-4a0026a1" rel="nofollow" target="_blank">Matteo Valles, LinkedIn</a> <a href="https://www.sunbeltnetwork.com/knoxville-tn/" rel="nofollow" target="_blank">Sunbelt Business Brokers</a> <a href="https://www.matteovalles.com/" rel="nofollow" target="_blank">Matteovalles.com</a> mvalles@sunbeltnetwork.com <a href="https://www.amazon.com/How-Did-You-Do-Truett/dp/1929619332/ref=sr_1_2?crid=TC79S1E21KQV&amp;dchild=1&amp;keywords=how+did+you+do+it+truit&amp;qid=1635672211&amp;qsid=147-6979323-0618561&amp;sprefix=halloween+trio+%2Caps%2C455&amp;sr=8-2&amp;sres=1929619359%2C1929619332%2C0801094364%2CB0060OTRCC%2C1400213169%2CB078BP26RJ%2CB004NC14W4%2C1929619405%2CB086H6XR35%2CB07J4WGL4W%2CB07FDBFH7K%2CB07NPPVPFK%2CB07CMC1499%2CB00OMBQIPY%2C0789735105%2CB0784DKR7M%2CB07YS6NDNC%2CB0784DGKDN%2CB07CHX7DZK%2CB07D8BLPN2&amp;srpt=ABIS_BOOK" rel="nofollow" target="_blank"> How Did You Do It Truett??, S. Truett Cathy</a> <a href="https://www.youtube.com/c/FinanciallySimple/featured" rel="nofollow" target="_blank">Financially Simple on YouTube</a> <a href="https://www.irs.gov/credits-deductions/advance-child-tax-credit-payments-in-2021" rel="nofollow" target="_blank"> Advance Child Tax Credit Payments in 2021</a> <a href="https://financiallysimple.com/newsletter/" rel="nofollow" target="_blank">Subscribe to the Financially Simple Newsletter</a> NEW Book: <a href="https://amzn.to/3BtATwi" rel="nofollow" target="_blank">Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later</a> _____ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute’s Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast’s guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast’s hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Advisors who wished to be ranked in Investopedia’s Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia’s Top 100 Financial Advisors List. The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration. This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

The Business Process: Transitioning, Selling, and Buying, with Matteo Valles

@MatteoValles is a Georgia Tech graduate, ultra marathon runner, Top 50 “Most Beautiful Atlantans” by Jezebel, Bachelorette contestant and founder of Grove, a new virtual reality support group community which aims to help Atlantans and beyond “to create, find and join support groups for topics like alcoholism, depression, loss of a loved one, and more.” We talk about Matteo changing schools every three years of his life until college as his father worked for the FBI and mother for the US State Department. We discuss his mechanical engineering degree, working at Deloitte, leaving after 2 years, being on TV and creating a successful kickstarter campaign for a new digital niche. He and his brother Domenic created Grove to provide easily accessible treatment from the comfort of your home that’s lead like an AA meeting where all participants are equal and anonymous. He’s moving to Knoxville, TN next month for a business consulting position while he looks to launch his startup in February. They’ve raised over $16,000 for the project. We cover Matteo’s experience being on the latest Bachelorette season with Hannah Brown, the friends he’s made and opportunities that have later arose. We explore our fitness journeys, the dirty south yoga festival, barefoot running, ultra 26+ marathons, BROGA, Matteo’s 40 person Tuesday workout, future technologies, Elon Musk, the music industry, nutrition, The Game Changers, vegan &amp; paleo diets, Joe Rogan, Aubrey Marcus, recycling, sustainability, art, minimalism, traveling and culture of Korea, Japan, Africa, Spain and South America. Follow Matteo: www.instagram.com/matteovales Kickerstarter: http://kck.st/2oUGknV

@MatteoValles is a Georgia Tech graduate, ultra marathon runner, Top 50 “Most Beautiful Atlantans” by Jezebel, Bachelorette contestant and founder of Grove, a new virtual reality support group community which aims to help Atlantans and beyond “to create, find and join support groups for topics like alcoholism, depression, loss of a loved one, and more.” We talk about Matteo changing schools every three years of his life until college as his father worked for the FBI and mother for the US State Department. We discuss his mechanical engineering degree, working at Deloitte, leaving after 2 years, being on TV and creating a successful kickstarter campaign for a new digital niche. He and his brother Domenic created Grove to provide easily accessible treatment from the comfort of your home that’s lead like an AA meeting where all participants are equal and anonymous. He’s moving to Knoxville, TN next month for a business consulting position while he looks to launch his startup in February. They’ve raised over $16,000 for the project. We cover Matteo’s experience being on the latest Bachelorette season with Hannah Brown, the friends he’s made and opportunities that have later arose. We explore our fitness journeys, the dirty south yoga festival, barefoot running, ultra 26+ marathons, BROGA, Matteo’s 40 person Tuesday workout, future technologies, Elon Musk, the music industry, nutrition, The Game Changers, vegan &amp; paleo diets, Joe Rogan, Aubrey Marcus, recycling, sustainability, art, minimalism, traveling and culture of Korea, Japan, Africa, Spain and South America. Follow Matteo: <a href="http://www.instagram.com/matteovales" rel="nofollow" target="_blank">www.instagram.com/matteovales</a> Kickerstarter: <a href="https://www.kickstarter.com/projects/matteo/grove-support-groups-in-virtual-reality/description?fbclid=IwAR1oqLUI-tYTPSFW99wsJcXumig47Xz8J5VZblTAjsYUZIrjKlXtUjAJhvY" rel="nofollow" target="_blank">http://kck.st/2oUGknV</a>

Bachelorette Beau to Virtual Reality Boss with Matteo Valles #15