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Scaling, Selling & Staying Ready: The BITES Method

ValuationPodcast.com · 2025-08-20 · 53 min

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Topics in this episode

business valuation expertexit readinessAI in business valuationBITES methodBITES framework to sell a business

Episode notes

Thinking about selling your business - or scaling it to the next level? In this episode of ValuationPodcast.com, host Melissa Gragg sits down with financial strategist and bestselling author Monica Garcia Duggal to break down her proven Financial BITES Method. With over 30 years of experience in investment banking, M&A, and helping entrepreneurs build wealth, Monica reveals how to prepare your company for growth, exit, and legacy. Whether you’re a baby boomer business owner planning retirement, or a high-achieving entrepreneur looking to 10X your company, this conversation will give you actionable steps to avoid leaving money on the table, systematize your operations, and future-proof your business in the age of AI.

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