Adam Whelchel - Accountant - Business Broker

Honored to speak at the Central Florida Business Expo today on “The Exit Advantage: What Your Future Buyer Wishes You’d Fix Now.”

Most business owners wait too long to prepare for an exit. The truth? The smartest moves are made years before you sell. From financial clean-up to operational systems, these decisions can make or break your valuation.

Grateful for the opportunity to share insights with so many growth-minded entrepreneurs here in Florida! 🌴✨

#BusinessBroker #BusinessExitPlanning #BusinessValuation #FloridaBusiness #BusinessGrowth #Entrepreneurship #CentralFlorida #BusinessTips #SmartExit #SellYourBusiness

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4 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

Struggling with founder burnout? Map every role to a clear time horizon—0–30 days, 3–12 months, and 1–2 years—define precise job descriptions, delegate smartly, and reclaim your focus for sustainable growth.

#FounderLife #BurnoutPrevention #TimeManagement #EntrepreneurTips #SmallBizGrowth #WorkLifeBalance #Leadership #Productivity #DelegateOrDie #ScaleSmart

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4 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

Why Founders Under $1M Should Outsource Everything (Except Their Craft) Trying to do it all in-house too early can stall your growth. Focus on what you do best—and let professionals handle the rest.

#StartupTips #OutsourceToScale #FounderWisdom #BusinessGrowthStrategy #LeanStartup #EntrepreneurMindset #SmallBusinessTips #ScaleSmart

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4 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

After years of buying budget beans, I finally tried something better—and realized that quality goes further. This isn’t just about coffee. It’s about how we show customers the real difference.

#ProductDifferentiation #CustomerExperienceMatters #CoffeeLessons #BrandStorytelling #MarketingTips #ValuePerception #StarbucksMoment #EntrepreneurMindset

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4 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

While some unwind with coffee, I dive into QuickBooks—because accurate financials matter. Reclassifying Seller’s Discretionary Earnings (SDE) is key for clear reporting and attracting serious buyers.

If your books need a refresh or your SDE needs a second look, I’ve got years of experience and I’m here to help. Just send me a message!

#QuickBooksHelp #Bookkeeping #BusinessAccounting #SmallBusinessSupport #FinancialClarity #EntrepreneurSupport #SellersDiscretionaryEarnings #BusinessGrowth

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4 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

Why own a business in Florida? ☀️ No state income tax = more money in your pocket 📈 Booming economy + pro-business policies 🌴 Beaches, tourism, wildlife & endless adventure

You don’t have to live in Florida to invest here—I'll help you find the perfect business to grow your portfolio. Ready to make your next move?

#FloridaBusiness #InvestInFlorida #EntrepreneurLife #BusinessOwnership #TaxFreeLiving #FloridaEconomy #TourismOpportunities #RemoteInvestor #BusinessForSale #SmallBusinessTips #BeachLifeBusiness #AlligatorAdventures #PassiveIncome #BusinessGrowth #PortfolioExpansion #StartupOpportunities

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5 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

Understanding the different types of business exits can help you make the best decision for your future. Whether you’re looking for the highest cash payout or a long-term passive income, knowing your options—like a traditional sale, recapitalization, or absentee ownership—is key to a successful exit strategy. Don’t just think about selling today; plan for your ideal exit that ensures you stay in control and get the value you deserve.

#BusinessExit #BusinessSale #ExitStrategy #BusinessOwner #Entrepreneurship #BusinessGrowth #BusinessSuccess

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5 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

Most business owners hit the $1M ceiling and stay stuck. 🚧
Not because they’re lazy… but because they’re doing everything themselves.

If you want to scale beyond $1M, you need systems, people, and processes that let your business run without you. That’s how you shift from owner-operator to CEO.

Stop putting out fires. Start building an exit-ready business that grows beyond you.

📩 DM me “SCALE” to learn how to grow smarter, not harder.

#BusinessGrowth #ScaleYourBusiness #EntrepreneurLife #ExitReady #BusinessBroker #SmallBusinessTips #SmartScaling #EntrepreneurStrategy #MillionDollarBusiness #BusinessSuccess

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5 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

🚨 Is Your Bookkeeper Tracking This KPI?

Most bookkeepers just reconcile transactions… but if they’re not helping you measure Revenue Per Employee, you’re missing a huge insight.

📊 Formula: Total Revenue ÷ # of Employees

Why it matters:
✅ Shows how efficiently your team generates revenue
✅ Should grow as your business scales
✅ Reveals inefficiencies + unnecessary labor costs

A great bookkeeper doesn’t just close the books — they help you track KPIs that drive smarter decisions, higher profits, and long-term growth.

👉 Ready to level up your financial clarity?
DM me “BOOKKEEPING” and let’s talk.



#BookkeepingTips #BetterBookkeeping #BusinessFinance #KPItracking #RevenueGrowth #SmallBusinessTips #BusinessProfitability #EntrepreneurMoney #Bookkeeper #BusinessMetrics #FinancialClarity

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5 months ago | [YT] | 0

Adam Whelchel - Accountant - Business Broker

💰 Thinking of selling your business?
If you go the asset sale route, taxes can shrink your payday FAST.

Here’s what you need to know:
📦 Inventory = taxed as ordinary income
⚙️ Depreciated assets = depreciation recapture
💡 Goodwill = capital gains

The catch? Both buyer & seller must agree on how assets are allocated at closing — and that decision directly impacts your tax bill.

✅ Don’t let poor planning drain your deal.
✅ Get a tax pro involved early.
✅ Be strategic about your exit.

👉 Follow me for more tips on how to sell smarter, keep more, and exit on your terms.


#SellYourBusiness #BusinessExit #BusinessBroker #AssetSale #TaxPlanning #CapitalGains #ExitStrategy #BusinessOwners #SmartExit #FinancialFreedom #SmallBusinessTips #EntrepreneurFinance

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5 months ago | [YT] | 0