Shows / SMB Playbook
SMB Playbook
A playbook for business owners getting ready to value, optimize, and sell. Custom-crafted by high-tier professionals, with the full set of plays to execute the sale. This is one of the most important decisions of your life. Have the right playbook to do it well.
Episodes
- SMB Playbook
Fall With Style: Why Exit Planning Is Never a Binary Call
In this episode of the SMB Playbook, Spencer sits down with Edward Jones financial advisor Dave Owen for a conversation that starts with firm core values and…
- SMB Playbook
The Real Cost of “Safe” Careers: A Tax Advisor’s Path from Big Four to Entrepreneur
In this episode of SME Playbook, host Spencer Wright talks with Dan Wallwitz of Wallwitz Wealth (and returning guest Jake of Hudson Oaks) about moving from…
- SMB Playbook
Dad's Cooking, Time to go out to Dinner with BJ Thompson
SMB Playbook welcomes Exit Engine’s financer extraordinaire, BJ Thompson — the affable CFO with a Loki-adjacent sense of humor and a warehouse-airsoft origin…
- SMB Playbook
The Central Spoke: Josh Freeman’s Playbook for an Exit-Optimized Business
Josh Freeman—first lawyer in the family, former wood-chip slinger, and the guy Spencer still keeps on estate docs—walks through the hero’s journey from a…
- SMB Playbook
Truth, Justice and America’s Part with Jake Rust
When Jake Rust left a larger firm to strike out on his own and build Hudson Oaks, he finally had the room to put clients first—an ethic he learned watching…
- SMB Playbook
Quietly Undeterred with Ryan Freeman
In this episode of the SMB Playbook, Spencer sits down with Ryan Freeman—one of the quiet architects behind Exit Engine—to unpack how a former BYU offensive…
- SMB Playbook
An Accountant's Accountant with Ryan Rees
In this episode of the SMB Playbook, Ryan Reese, managing partner of Milestone Advisors, shares how a modest tax practice grew into a 40-plus-person firm…
- SMB Playbook
Back In the Saddle with Dave Hinckley
We are dusting off the playbook for a new team. SMB Playbook is partnering with Exit Engine in order to provide the most comprehensive broker experience a…
SMB PlaybookThe IDEAL Buyside Clients with Mike and Dan
SummaryIn this episode of the SMB Playbook, hosts Spencer Wright and Tyler Harris engage with guests Mike and Dan, two corporate executives transitioning into…
- SMB Playbook
Building Success: Hard Work and Family Values with Van Oakes
In this episode, Van Oakes shares his journey from a hardworking upbringing in rural Utah to becoming a successful entrepreneur and digital marketer. He…
- SMB Playbook
We Want to do Cool Sh!t With Cool People with Ken Bretschneider and Jamey Anthony
In this episode of the SMB Playbook, hosts Spencer and Tyler welcome Ken Bretschneider and Jamey Anthony, founders of The Grid, an innovative racing experience…
SMB PlaybookThe Best Career Transition a Person Can Have With William Bubba Paris
In this conversation, Spencer interviews Bubba Paris, a former NFL player and current executive director of Donor Network West. They discuss Bubba's journey…
- SMB Playbook
To the Moon with Larry Ellis
Spencer sits down with Larry Ellis, Chief Strategy Officer of Swiss Rockets, discusses the innovative vaccine and cancer therapy technologies developed by the…
- SMB Playbook
Business Valuations...Are You Running It Right?
Business valuations can make or break your exit. Some things to consider on which play to use and how to get there. From our own experience with mistakes…
- SMB Playbook
Who Are We and What Are We Doing Here
Time to dust off the playbook and get a game plan. We are SMB Playbook your manual for business buying, selling and operation. We have hand crafted this…