Founders don’t fail because of one big mistake — they stall from a thousand unmade decisions. In this BizBlend episode, host Sana digs into the hidden timeline of growth with business attorney and M&A expert Brandon V. Woodward, Esq. We break down the first 24 months (agreements, cash discipline, buyer-ready terms), the mid-game years 3–7 (hiring, debt control, contingencies), and the exit window (IP, contracts, clean books, profitability). If you’re building, use this as a practical checklist to protect downside, compound smart l...
Founders don’t fail because of one big mistake — they stall from a thousand unmade decisions. In this BizBlend episode, host Sana digs into the hidden timeline of growth with business attorney and M&A expert Brandon V. Woodward, Esq. We break down the first 24 months (agreements, cash discipline, buyer-ready terms), the mid-game years 3–7 (hiring, debt control, contingencies), and the exit window (IP, contracts, clean books, profitability). If you’re building, use this as a practical checklist to protect downside, compound smart legal infrastructure, and set up an attractive exit.
About the guest:
Brandon V. Woodward, Esq. is a 26-year business law veteran on Florida’s Treasure Coast focused on mergers and acquisitions. He advises founders from formation through sale, with a clear bias for tight contracts, disciplined cash practices, and investor-grade diligence.
Key takeaways:
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Put it in writing early: founder roles, investor terms, decision rights, and dispute paths — before pressure hits.
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Get paid right: deposits for services, full payment up front for custom work; stop floating customers.
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Standardize T&Cs with customers and vendors; don’t copy random templates.
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Hire slow, fire fast; contract key talent with clear deliverables and IP/Confidentiality.
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Don’t DIY compliance: bring in specialists for regulated sectors (e.g., HIPAA, insurance).
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By month 24, separate duties: bookkeeper for daily finance, CPA for taxes; lawyer for contracts; planner for personal finance.
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Practice disciplined debt in years 3–7; don’t let expansion outrun cash flow.
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Build contingencies: force-majeure/pandemic clauses, continuity plans, and regional risk prep.
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Prep the exit 2–3 years ahead: long-term customer contracts, registered IP, stable team, lean P&L, clean cap table.
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Deal killers: messy books, unclear ownership/IP, side-loaded payroll/perks, and unresolved partner disputes.
How to connect with the guest:
Website (Contact + White Paper “How to Sell Your Business”): https://www.wkfklaw.com/
Email/Phone/Social: Available via the website’s Contact page and social links (LinkedIn, Instagram).
Firm: Woodward, Kelly, Fulton & Kaplan (Treasure Coast, FL)
Want to be a guest on BizBlend? DM on PM - Send me a message on PodMatch
Disclaimer: This video is for educational and informational purposes only. The views expressed are the personal opinions of the guest and do not reflect the views of the host or Healthy Mind By Avik™️. We do not intend to harm, defame, or discredit any person, organization, brand, product, country, or profession mentioned. All third-party media used remain the property of their respective owners and are used under fair use for informational purposes. By watching, you acknowledge and accept this disclaimer.
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