How to scale your business and prepare for a successful exit with Roy De Medeiros
In this episode of the Expert Interview Series, David Prowse of the Shaughnessy Group sits down with Roy De Medeiros, founder and president of the Fulcrum Management Group. They discuss the critical steps business owners must take to build scalable companies, create long-term value, and achieve what De Medeiros calls "freedom engineering." Discover why a business exit should be treated as a process rather than an event, the hidden dangers of founder dependence, and how utilizing fractional executives and the Entrepreneurial Operating System (EOS) can rapidly increase your company's capacity and value. Key topics covered: • The three legs of the stool for exit planning: business, financial, and personal readiness. • Why founder dependence is the biggest discount on a business's valuation. • The “vacation test” and how to know if your business can survive without you. How fractional executives (CFOs, CMOs, COOs) help small and medium-sized businesses scale without the full-time cost. Leveraging EOS to break down communication silos and build a self-sustaining corporate structure. About the guest: Roy De Medeiros is the founder and president of the Fulcrum Management Group. With more than 30 years of executive leadership experience, he has led sales transformations, built high-performing teams, and driven growth across North America for organizations ranging from entrepreneurial businesses to global companies. Today, he serves as a trusted fractional executive and strategic adviser, working to implement the leadership systems and accountability needed to help owners scale with confidence and prepare for future transitions. Roy DeMedeiros Website: fulkremgroup.com LinkedIn: / roy-d-aaa00563