Scale to Sell

Hosted by Steve Burton and Adam Burton

Business Investing

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Jun 2026

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About the show

The Business Owner's Podcast to Grow and Exit Your Business. We share with entrepreneurs like you the tactical and practical things to scale your business and create an exit strategy that maintains your lifestyle and fits your retirement income plan.

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60 recent

May 21, 2026Episode 6442 min

063 - The Power of Multiple Offers: Why You Should Never Accept and Unsolicited Offer and How to Sell with No Regrets

What happens when a business owner gets an unsolicited offer and assumes it's the best deal they'll ever see? In this episode, Adam Burton sits down with M&A expert Scott Bushkie, the Managing Partner and Founder of Cornerstone Business Services, to unpack why that mindset can cost owners millions, and how the right exit strategy can create freedom, peace of mind, and a future without regret. Scott shares why most owners wait too long to plan their exit, the dangers of negotiating one-on-one with buyers, and how creating multiple offers can dramatically increase both value and leverage. The conversation explores the identity challenges many entrepreneurs face after a sale, and why understanding your "lifestyle number" matters just as much as understanding your valuation. Adam and Scott discuss: Why unsolicited offers often leave business owners with less value and more risk How multiple offers create leverage, urgency, and stronger deal terms The key drivers that make a business more attractive and transferable Why exit planning is really just smart business planning And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton Connect with Scott Bushkie: Website: Cornerstone Business Services LinkedIn: Scott Bushkie About our Guest: Scott Bushkie is the founder and managing partner of Cornerstone Business Services, a nationally recognized mergers and acquisitions firm specializing in lower middle market and family-owned businesses. With nearly three decades of experience, Scott has helped hundreds of business owners navigate the complexities of selling their companies while maximizing value and protecting their legacy. He is also the author of Finish Strong: Sell Your Business on Your Terms.

May 7, 2026Episode 6232 min

062- Passing the Torch: How to Successfully Transition a Business to the Next Generation

Many business owners dream of passing their company down to their children. How do you prepare both the business and the next generation so the transition actually works? In this episode, Adam and Steve Burton unpack why so many family business transitions fail, and what it actually takes to pass the torch successfully without putting your legacy at risk. From unclear succession plans and family dynamics to leadership readiness and founder reluctance, they explore the most common reasons these transitions break down and how business owners can avoid them. Adam and Steve discuss: Why only about 30% of businesses successfully transition to the next generation, and what that means for your exit plan How assumptions, lack of preparation, and unclear roles quietly derail even the most well-intentioned transitions The critical steps founders must take early, including separating ownership from leadership and defining a clear timeline What the next generation must do to earn trust, build credibility, and lead in their own way while honoring the company's foundation Why family dynamics, employee confidence, and leadership structure all play a major role in a successful handoff How intentional planning can help protect both your legacy and the long-term value of your business And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton

April 16, 2026Episode 5930 min

061- Build It Like You'll Sell It: 7 Ways to Create a More Valuable, Scalable Business

Most business owners wait too long to think about their exit… and it quietly costs them time, money, and freedom. In this episode, Adam and Steve Burton challenge the idea that exit planning is something you do at the end. Instead, they break down how building your business as you'll eventually sell it can improve how it runs today, even if you never plan to exit. Adam and Steve discuss: Why building a business that can run without you creates freedom and long-term value The importance of knowing what your business is actually worth, and why most owners get it wrong How predictable revenue reduces risk and increases valuation What it takes to build a leadership team that removes you as the bottleneck How aligning your business with your life leads to better decisions, not just better outcomes And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton

April 2, 2026Episode 6036 min

060- "AI for Business Owners: How to Adopt AI Without Risking Your Team or Revenue"

AI is everywhere right now, but for most business owners, the real question is not what AI can do; it is how to use it without creating chaos inside the business. In this episode, Adam Burton explores how entrepreneurs can thoughtfully adopt AI while protecting their teams, strengthening operations, and keeping the focus on real business results. Adam is joined by Nathan Loggans, a product marketing leader focused on AI, data innovation, and SaaS strategy, to break down the practical side of AI adoption for growing companies. Adam and Nathan discuss: How AI is shifting from hype to real business application Why strong systems and data are essential before adding new AI tools How leaders can introduce AI to their teams without creating fear Practical ways to start experimenting with AI in small, manageable steps And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton Connect with Nathan Loggans: LinkedIn: Nathan Loggans About our Guest: Nathan Loggans is a product marketing leader specializing in AI, data innovation, and software as a service. With more than a decade of experience across startups and large enterprises, Nathan has led go-to-market strategy, product positioning, lifecycle marketing, and digital transformation initiatives. He previously served as head of marketing at an AI-first startup where he helped scale annual recurring revenue beyond $5 million. Nathan holds an MBA from Villanova University with concentrations in strategic management, marketing, analytics, and management information systems.

March 19, 2026Episode 5927 min

059 - Why Most Marketing Fails (and What Really Works) with Juli Worden

Most business owners believe they have a sales problem. In reality, many have a marketing problem that they have not clearly defined. In this episode, Adam and Steve Burton sit down with Julianne Worden to unpack why most marketing efforts fall flat and what actually drives growth, brand strength, and long-term value. Steve and Julianne discuss: Why knowing your exact target audience is the foundation of effective marketing How inconsistent messaging and constant platform hopping can stall growth The danger of cutting marketing when preparing to sell your business Why brand credibility, content, and customer experience all work together And more! Julianne shares insights from nearly four decades in media and marketing, including how business owners can avoid chasing trends, measure what matters, and invest strategically instead of reactively. The conversation also highlights a critical mistake many owners make during exit planning, scaling back marketing at the very time consistency matters most. If you want to scale with intention and protect the value of your business, this episode will challenge how you think about marketing and brand building. Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton Connect with Julianne Worden: LinkedIn: Julianne Worden About our Guest: Julianne Worden has spent 37 years in media and marketing, serving as a sales manager and program director for major news talk radio stations in Virginia. She now co-founded Game Warden Creative and Marketing Consultants, where she helps business owners clarify their messaging, build strategic marketing plans, and strengthen brand credibility. Her experience spans traditional media, digital strategy, voice work, and business consulting.

March 5, 2026Episode 5824 min

058 - How Successful Business Owners Legally Pay Less in Taxes (Tax Attorney Explains)

The seven most expensive words in the English language: "My accountant takes care of my taxes." In this episode, Steve Burton sits down with Chief Tax Planner Edward Lyon to unpack how successful business owners legally reduce their tax burden, especially when preparing for a business sale. Steve and Edward discuss: The critical difference between tax preparation and proactive tax planning Why most Main Street CPAs are not equipped for complex business exits How entity structure, compensation, and timing can dramatically impact your tax bill Why waiting until after you sign a letter of intent can cost you millions And more! If you are a business owner thinking about selling in the next few years, or simply tired of writing larger and larger checks to the IRS, this conversation is a wake-up call. Prior planning creates flexibility, leverage, and significantly better after-tax outcomes. Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton Connect with Edward Lyon: LinkedIn: Edward Lyon About our Guest: Edward Lyon is the Chief Tax Planner for Scale to Sell. He worked on Capitol Hill during the landmark 1986 Tax Reform Act and has been featured on Fox News, CNN, MSNBC, and CNBC. Known as "the funniest tax guy in America," Edward specializes in helping business owners legally reduce taxes, structure sophisticated exit strategies, and avoid costly planning mistakes before a sale.

February 19, 2026Episode 5722 min

057- The Family Office Mindset: How Elite business Owners Think beyond the Business

Most business owners do not lack advisors. They lack alignment, and that disconnect can quietly create high costs. In this episode, Adam and Steve Burton unpack why fragmented advice from CPAs, attorneys, and financial professionals creates blind spots that stall growth, increase risk, and derail exit plans. They introduce the Family Office mindset and explain how elite business owners think beyond the business to align strategy, taxes, personal wealth, and exit timing under one clear vision. Adam and Steve discuss(es): Why siloed advice leaves business owners confused and exposed How misaligned CPAs, attorneys, and advisors can unintentionally work against your goals The Family Office mindset and why wealthy owners use specialist teams instead of one-size-fits-all advice The real cost of blind spots in tax planning, risk, and exit strategy And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton

February 5, 2026Episode 5634 min

056 - How to Position Your Business for the Biggest Transfer of Wealth Ever

A historic exit wave is already here, and business owners who wait too long may miss it entirely. The difference between winning and getting washed out comes down to preparation, timing, and how your business is built long before a sale ever happens. In this episode, Adam and Steve Burton break down how to position your business for the biggest transfer of wealth many owners will ever experience, and why selling a business is nothing like selling a house. Adam and Steve discuss: Why business valuations can change overnight and why waiting is risky The massive exit wave coming across all generations of business owners Why this is a prepared seller's market, not just a seller's market How owner dependence destroys value and limits exit options The five actions that attract higher multiples, including the one most owners miss And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton

January 15, 2026Episode 5523 min

55-Are You A Business Owner Or A Business Operator?

Most business owners say they care about faith, family, and freedom, yet their schedules tell another story. In this episode, Steve and Adam Burton dig into a question that changes everything: if you stepped away for a month, would your business survive or collapse? This conversation exposes the hidden trap owners create when everything relies on them, and why you cannot scale what depends on you. They walk through the three roles every founder plays, operator, owner, and investor, and show how shifting into the right one opens the door to freedom, growth, and a stronger exit. You'll hear how to realign your time with your values and build a business that can truly run without you. What to expect: How to tell whether you're a business owner or a business operator Why dependence on the owner destroys value, freedom, and exit options The three roles every founder must understand, operator, owner, and investor Practical steps to replace yourself, strengthen your team, and regain your time And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton

January 1, 2026Episode 5433 min

054-Your Year of Freedom: How to Build a Business That Works Without You In 2026

What if this year finally becomes the year you build a business that gives you real freedom, not more stress? In this episode, Steve and Adam Burton outline the five components of the SCALE framework and how each one supports a business that can operate smoothly and maintain value beyond the owner's day-to-day involvement. Their discussion focuses on systems, financial structure, team leadership, strategic direction, and the long-term positioning of the company. They explain how these areas relate to growth, operational consistency, and eventual transition planning. The conversation also covers considerations for owners who want to reduce key person dependence, evaluate risk, or understand how different business functions influence valuation. What to expect: An overview of the SCALE framework and how the five elements fit together. Discussion of the operational and financial factors that contribute to transferable value. Practical points for owners who are assessing future options, including succession and exit pathways. And more! Resources: Get your free personalized report at www.scaletosell.com/value Unlock your business's potential with our free Scale to Sell self-assessment Book your free discovery call with us today! Connect with Our Team: Website: Scale to Sell info@scaletosell.com LinkedIn: Scale to Sell Facebook: Scale to Sell YouTube: Scale to Sell Instagram: Scale to Sell Connect with Adam Burton and Steve Burton: LinkedIn: Adam Burton LinkedIn: Steve Burton