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Saul Cohen

Saul Cohen

Empowering Entrepreneurs with Strategic Financial Advice

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Saul Cohen Podcast Episodes

Know Your Why Podcast with Dr.Jason Balara

Know Your Why Podcast with Dr.Jason Balara

Interview with Saul Cohen

June 20, 2025

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About this episode

In this episode of the Know Your Why Podcast, Dr. Jason Balara speaks with Saul Cohen, a seasoned accountant and acquisition advisor who helps entrepreneurs grow and exit their businesses with purpose. Saul shares his journey into entrepreneurship and consulting, reflecting on the early influences that led him to support small- and medium-sized business owners through strategic acquisitions. The conversation explores how the digital age has reshaped business operations, the importance of sound accounting practices, and the emotional complexities of business exits. Saul also emphasizes the entrepreneurial mindset and why more education is needed to support aspiring business owners in today’s fast-paced economy.

Key Highlights:

- Entrepreneurs are the true drivers of economic progress, yet they often lack proper education and resources.

- Understanding business valuation is critical to long-term financial growth and a successful exit.

- Quality financial records and clear accounting practices can significantly boost business value.

- Strategic acquisitions are a powerful path to scaling a business—but require emotional and tactical readiness.

- The digital age has revolutionized how entrepreneurs operate and connect with their audience.

- Exit planning should begin early to maximize impact and reduce emotional resistance.

- Learning from other entrepreneurs is one of the most valuable tools for business success.

Saul Cohen brings a wealth of insight into the intersection of accounting, entrepreneurship, and business acquisition. His practical strategies, paired with a deep understanding of the emotional dynamics of business ownership, make this episode of the Know Your Why Podcast essential listening for any entrepreneur looking to build, grow, or exit a business. Whether you're just starting out or preparing for a transition, Saul’s wisdom underscores the importance of preparation, mindset, and lifelong learning.

Get in touch with Saul:

https://www.linkedin.com/in/cohensaul/

If you want to know more about Dr. Jason Balara and the Know your Why Podcast:

⁠⁠https://linktr.ee/jasonbalara⁠⁠

Audio Track:

Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠

Artist:⁠⁠ http://audionautix.com/

Saul Cohen Podcast Episodes

The Exit - Presented By Flippa

From Operator to Investor: Mastering Business Valuation and the Exit Journey with Saul Cohen

The Exit - Presented By Flippa

May 2026

The Start, Scale & Succeed Podcast

From Owner to Investor with Saul Cohen (stage 5) - Ep. 383

The Start, Scale & Succeed Podcast

Apr 2026

Chasing The Insights

Saul Cohen on how to sell your business the right way

Chasing The Insights

Mar 2026

Living the Dream with Curveball

From Operator to Investor: Saul Cohen's Guide to Business Growth and Financial Freedom

Living the Dream with Curveball

Mar 2026

The ActionCOACH Business Growth Podcast

Why Your Business Will DIE Without You... Build a Sellable Business 101

The ActionCOACH Business Growth Podcast

Jan 2026

Profit Answer Man: Scaling with Profit First & Beyond

Interview with Saul Cohen

Profit Answer Man: Scaling with Profit First & Beyond

Dec 2025

The IDEAL Investor in the Age of Sustainable Abundance

Business Myths Busted: Why 85% of Small Businesses Fail to Sell

The IDEAL Investor in the Age of Sustainable Abundance

Nov 2025

Grownlearn

The 2025 M&A Reality Check Risk, Liquidity & What Buyers Want with Saul Cohen

Grownlearn

Oct 2025

Successful Scales

EP 100: Expert Insights on Growth and Exits from Saul Cohen, CEO of The Expert Eye

Successful Scales

Sep 2025

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Latest video

How “Bad Books”  will crush your Business  Exit dream with Saul Cohen and Ken Gorman

How “Bad Books” will crush your Business Exit dream with Saul Cohen and Ken Gorman

Latest episodes

The Exit - Presented By Flippa

From Operator to Investor: Mastering Business Valuation and the Exit Journey with Saul Cohen

The Exit - Presented By Flippa

The Start, Scale & Succeed Podcast

From Owner to Investor with Saul Cohen (stage 5) - Ep. 383

The Start, Scale & Succeed Podcast

Chasing The Insights

Saul Cohen on how to sell your business the right way

Chasing The Insights

View all episodes →

Key topics

Scaling Through Acquisitions and Strategic Growth

Saul outlines how small businesses can leverage mergers and acquisitions to fuel growth and long-term success. He shares actionable steps for navigating acquisitions, optimizing tax efficiency, and preparing for business succession with impactful financial planning.

Why Most Founders Misjudge the Leap from Operator to Investor

Seven-figure owners often stay busy and broke on paper—tied to payroll, key clients, and a single fragile asset. The trap is mistaking income for wealth. Saul Cohen shows how to flip the risk-reward profile by treating the company like an asset to optimise, not a job to protect. He breaks down the valuation levers that actually move multiples—recurring revenue, margin quality, customer concentration, working-capital discipline, and management depth—and why an early, clean exit can beat years of incremental grind. Then he maps the redeployment: moving from one big bet to a portfolio through acquisitions, passive stakes, and disciplined criteria that protect downside. Drawing on PwC training, buy-side and sell-side deals, and hands-on work helping founders scale and sell, Saul gives a precise, practical path: diagnose the operator trap, set a valuation target, execute pre-exit upgrades, structure tax-efficient terms, and build an investor’s playbook for compounding. The result is real freedom—time, optionality, and wealth that isn’t welded to a desk.

Run Your Business Like It’s Under Due Diligence and Buyers Will Pay Up

Deals are won or discounted in diligence, not in the pitch—and that’s where many seven-figure owners quietly lose six or seven figures. Most treat Quality of Earnings as a buyer’s audit; Saul reframes it as a year-round operating system that makes earnings repeatable and cash real. Drawing on PwC audit training and hands-on buy-side and sell-side work, he shows founders how a 6–12 month “sell-side QoE sprint” locks revenue definitions, normalises owner add-backs, proves cash conversion, stabilises working capital, and documents tax positions before a buyer ever looks. The payoff is hard: fewer surprises, stronger multiples, tighter working-capital pegs, and cleaner completion—freedom bought at the best price, not the fastest exit.

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