Leave My Business Well

Hosted by Jennifer Moffatt

Business Entrepreneurship Investing

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Latest episode

May 2026

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About the show

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.

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11 recent

May 12, 2026Episode 111 hr 0 min

Selling Your Business to Your Sons

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

April 21, 2026Episode 1017 min

Passive Ownership

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

March 24, 2026Episode 912 min

Preparing Your Business to go Public

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

March 6, 2026Episode 818 min

Selling to a Third Party

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

January 30, 2026Episode 717 min

Selling Your Business to a Partner

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

August 26, 2024Episode 619 min

Becoming A Passive Owner

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, 2024Episode 519 min

Selling Your Business to a Third Party

Join Derek and Jennifer as they discuss the potential benefits and challenges of selling your business to a third party/

April 8, 2024Episode 420 min

Selling Your Business to Key Employee Groups (KEGs)

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.

February 5, 2024Episode 324 min

Family Business Transfers

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.

February 5, 2024Episode 222 min

What Kind of Exit Strategy Should I Consider?

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.