The Impact of the "Right" Clients on Your Business

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In this episode, we’re speaking with Rick Watson. He's located in California. He's an author and a founding partner of the National Referral Network. He also helps professionals around the country strengthen and grow their businesses by helping them run better, maximize their exits, and basically grow into the process.

Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri.


Again, you could have more than one ideal client. It ultimately starts with your sales team. Some of your team members excel in certain areas while others may thrive in different ones. For example, some might be skilled at dealing with engineers, while others might be better suited to work with attorneys, given their distinct psychological profiles. The business itself needs to have a clear identity because that determines who we are trying to attract. While it's important to identify the right clients, defining what the wrong clients are can be just as crucial. If you find that you struggle in certain environments, recognizing this can help you understand who your ideal client isn't, allowing you to focus more effectively on those who align with your strengths.

Melissa Gragg CVA, MAFF
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
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Rick Watson
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Finding the Peace in Chaos - How to Grow Your Company With Disruptions in Place

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Exit Planning is a Process... Not an Event