Scale to Sell Podcast By Steve Burton and Adam Burton cover art

Scale to Sell

Scale to Sell

By: Steve Burton and Adam Burton
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The Business Owner's Podcast to Grow and Exit Your Business. We share with entrepreneurs like you the tactical and practical things to scale your business and create an exit strategy that maintains your lifestyle and fits your retirement income plan.2023 Economics Personal Finance
Episodes
  • 059 - Why Most Marketing Fails (and What Really Works) with Juli Worden
    Mar 19 2026

    Most business owners believe they have a sales problem. In reality, many have a marketing problem that they have not clearly defined.

    In this episode, Adam and Steve Burton sit down with Julianne Worden to unpack why most marketing efforts fall flat and what actually drives growth, brand strength, and long-term value.

    Steve and Julianne discuss:

    • Why knowing your exact target audience is the foundation of effective marketing

    • How inconsistent messaging and constant platform hopping can stall growth
      The danger of cutting marketing when preparing to sell your business

    • Why brand credibility, content, and customer experience all work together

    And more!

    Julianne shares insights from nearly four decades in media and marketing, including how business owners can avoid chasing trends, measure what matters, and invest strategically instead of reactively. The conversation also highlights a critical mistake many owners make during exit planning, scaling back marketing at the very time consistency matters most.

    If you want to scale with intention and protect the value of your business, this episode will challenge how you think about marketing and brand building.

    Resources:

    • Get your free personalized report at www.scaletosell.com/value

    • Unlock your business's potential with our free Scale to Sell self-assessment

    • Book your free discovery call with us today!

    Connect with Our Team:

    • Website: Scale to Sell

    • info@scaletosell.com

    • LinkedIn: Scale to Sell

    • Facebook: Scale to Sell

    • YouTube: Scale to Sell

    • Instagram: Scale to Sell

    Connect with Adam Burton and Steve Burton:

    • LinkedIn: Adam Burton

    • LinkedIn: Steve Burton

    Connect with Julianne Worden:

    • LinkedIn: Julianne Worden

    About our Guest:

    Julianne Worden has spent 37 years in media and marketing, serving as a sales manager and program director for major news talk radio stations in Virginia. She now co-founded Game Warden Creative and Marketing Consultants, where she helps business owners clarify their messaging, build strategic marketing plans, and strengthen brand credibility. Her experience spans traditional media, digital strategy, voice work, and business consulting.

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    28 mins
  • 058 - How Successful Business Owners Legally Pay Less in Taxes (Tax Attorney Explains)
    Mar 5 2026

    The seven most expensive words in the English language: "My accountant takes care of my taxes."

    In this episode, Steve Burton sits down with Chief Tax Planner Edward Lyon to unpack how successful business owners legally reduce their tax burden, especially when preparing for a business sale.

    Steve and Edward discuss:

    • The critical difference between tax preparation and proactive tax planning

    • Why most Main Street CPAs are not equipped for complex business exits

    • How entity structure, compensation, and timing can dramatically impact your tax bill

    • Why waiting until after you sign a letter of intent can cost you millions

    • And more!

    If you are a business owner thinking about selling in the next few years, or simply tired of writing larger and larger checks to the IRS, this conversation is a wake-up call. Prior planning creates flexibility, leverage, and significantly better after-tax outcomes.

    Resources:

    • Get your free personalized report at www.scaletosell.com/value

    • Unlock your business's potential with our free Scale to Sell self-assessment

    • Book your free discovery call with us today!

    Connect with Our Team:

    • Website: Scale to Sell

    • info@scaletosell.com

    • LinkedIn: Scale to Sell

    • Facebook: Scale to Sell

    • YouTube: Scale to Sell

    • Instagram: Scale to Sell

    Connect with Adam Burton and Steve Burton:

    • LinkedIn: Adam Burton

    • LinkedIn: Steve Burton

    Connect with Edward Lyon:

    • LinkedIn: Edward Lyon

    About our Guest:

    Edward Lyon is the Chief Tax Planner for Scale to Sell. He worked on Capitol Hill during the landmark 1986 Tax Reform Act and has been featured on Fox News, CNN, MSNBC, and CNBC. Known as "the funniest tax guy in America," Edward specializes in helping business owners legally reduce taxes, structure sophisticated exit strategies, and avoid costly planning mistakes before a sale.

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    25 mins
  • 057- The Family Office Mindset: How Elite business Owners Think beyond the Business
    Feb 19 2026

    Most business owners do not lack advisors. They lack alignment, and that disconnect can quietly create high costs.

    In this episode, Adam and Steve Burton unpack why fragmented advice from CPAs, attorneys, and financial professionals creates blind spots that stall growth, increase risk, and derail exit plans. They introduce the Family Office mindset and explain how elite business owners think beyond the business to align strategy, taxes, personal wealth, and exit timing under one clear vision.

    Adam and Steve discuss(es):

    • Why siloed advice leaves business owners confused and exposed

    • How misaligned CPAs, attorneys, and advisors can unintentionally work against your goals

    • The Family Office mindset and why wealthy owners use specialist teams instead of one-size-fits-all advice

    • The real cost of blind spots in tax planning, risk, and exit strategy

    • And more!

    Resources:

    • Get your free personalized report at www.scaletosell.com/value

    • Unlock your business's potential with our free Scale to Sell self-assessment

    • Book your free discovery call with us today!

    Connect with Our Team:

    • Website: Scale to Sell

    • info@scaletosell.com

    • LinkedIn: Scale to Sell

    • Facebook: Scale to Sell

    • YouTube: Scale to Sell

    • Instagram: Scale to Sell

    Connect with Adam Burton and Steve Burton:

    • LinkedIn: Adam Burton

    • LinkedIn: Steve Burton

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    22 mins
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