Cubicle to CEO

Latest Episodes:

357. An Easy No, Then an Easy Yes: Inside the Mid-7-Figure Sale of Smart Passive Income (After Rejecting Two 8-Figure VC Offers) Sep 14, 2026

Show notes

Special Xero offer: Get 90% off for 6 months using this link: ⁠https://referrals.xero.com/cubicle⁠ Terms & Conditions apply.

Run a business that takes appointments? Use code 'CEO' at ⁠https://glossgenius.com/cubicletoceo⁠ for 50% off your first two months of a premium plan.

This is a free preview of a paid episode (58 min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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In the truest example of a win-win, today’s case study highlights a seller and the buyer both convinced they got the better end of the deal. Pat Flynn spent 18 years building Smart Passive Income and turned down two separate eight-figure offers before selling SPI in a mid-seven-figure deal earlier this year to email strategist Liz Wilcox, the Fresh Princess of Email Marketing.

This dual POV conversation gives you an honest look at the emotional side of M&A, as well as the juicy transaction details: the financing structure, Liz's down payment, and why she switched the terms just weeks before signing. Pat weighs in on why offers from venture capital were an easy no, Liz reveals how she grew community activity 400% in the six months between closing and this public announcement.

This is a lesson in how the right successor wins over the highest bid when the founder truly cares about protecting what they’ve spent 18 years building.

Connect with Pat:

Connect with Liz:

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Bonus: How To Plan Good Timing & When To Implement What (The Astrostrategic Data Your Business is Missing) Sep 09, 2026

Show notes

Is it good timing luck or strategy? If you’ve ever wondered why the same tactics land some months and stall in others, Sheri Moise reveals there's an entire data layer you’re missing in making strategic decisions.

After 25 years in CPG sales and marketing, Sheri now works as a Marketing and Planning Strategist certified in Business Astrology, using what she calls AstroStrategic data to help founders spot when conditions actually favor getting noticed, connecting with buyers, and selling.

In this bonus episode, Sheri breaks down what AstroStrategic data actually is, walks through her three-part Discover, Decide, Deliver framework, and explains what her monthly market intelligence report gives founders that a standard content calendar can't. Strategy tells you what to do. Sheri’s monthly market intelligence report tells you when it's most likely to work. Connect with Sheri:

⁠⁠⁠Website: https://sherimoise.com
Substack: https://sherimoise.substack.com
LinkedIn: https://www.linkedin.com/in/sherimoise/
Instagram: https://www.instagram.com/sherimoise/
Freebie Fest (Sheri's "Buyer Intel Month Ahead 'Horoscope' for Marketing"): https://www.cubicletoceo.co/freebiefest

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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356. What Makes A Business Ready to Sell? The 12-Year Path to a 7-Figure Agency Exit Sep 07, 2026

Show notes

Special Xero offer: Get 90% off for 6 months using this link: https://referrals.xero.com/cubicle Terms & Conditions apply.

Run a business that takes appointments? Use code 'CEO' at https://glossgenius.com/cubicletoceo for 50% off your first two months of a premium plan.

This is a free preview of a paid episode (46 min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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What does it take to sell a company you spent your entire twenties building? Courtney Spritzer, along with co-founder Stephanie Cartin, sold their award-winning social media & influencer agency Socialfly in a 7-figure deal in 2024. The pair now run Entreprenista as co-CEOs, their second venture together.

Continuing our acquisition series, Courtney walks us through the full 12-year path to exiting her first company: the buyers who came knocking as early as 2014, why she and Stephanie weren't ready to sell then, and how they spent years building infrastructure so the agency could run without them.

Preparing to sell isn't a separate project from running the company. It's work that founders should start before a buyer is even at the table.

Connect with Courtney:

https://entreprenista.com
Join the community: https://www.entreprenista.com/tel-start
IG: @courtspritzer

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Bonus. 3 Networking Secrets: The Psychology of Getting Remembered & Referred Sep 02, 2026

Show notes

Most entrepreneurs treat networking as a numbers game, collecting contacts and hoping something sticks. Drawing from three decades of leadership experience, Kareen Mills helps leaders understand the human behaviors behind trust, reputation, and influence. With a background as a former bank VP and now a serial entrepreneur and angel investor, Kareen is the founder and CEO of Friendsgiving Live®, the world's largest Friendsgiving event for women.

In this bonus episode, Kareen unpacks the psychology behind why some people get remembered, recommended, and referred while others get forgotten, and why more outreach only widens that gap. The biggest mistake founders make is assuming they just need more contacts, but there are three things every entrepreneur can do this week to more effectively leverage relationships into revenue. Connect with Kareen:

⁠Friendsgiving Live: https://friendsgivinglive.com/
Pitch Framework - Less Networking, More Referrals: https://multiply.samcart.com/products/morereferrals
Website: https://kareenmills.com/
LinkedIn: https://www.linkedin.com/in/kareenmills
Instagram: https://www.instagram.com/kareenmills
Sugar Mommy™ Podcast: https://www.youtube.com/@sugarmommypodcast

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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355. She Sold Her Company for 8-Figures and Still Runs It (By Choice) Aug 31, 2026

Show notes

Run a business that takes appointments? Use code 'CEO' at ⁠https://glossgenius.com/cubicletoceo⁠ for 50% off your first two months of a premium plan.

This is a free preview of a paid episode (53 min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Questions about our premium podcast subscription? Send us a DM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@cubicletoceo ⁠

What does it look like to sell your company and keep the CEO seat? After eight years self-funding and running Parker Management, Lindsay Nead sold her talent agency to legacy production company, Propagate Content, in an eight-figure deal.

Lindsay breaks down the full process: 12 strategic conversations, a final number that nearly doubled her target, and a combo deal of cash up front, earnout, and equity she shared with her leadership team. She also explains how Parker has seen a 30% year over year growth since the acquisition.

All of this is impressive, but the biggest takeaway from this case study is that the strongest position in any acquisition isn't the highest bid on the table. It's walking in without needing to take one.

Connect with Lindsay:

https://parkertalentmanagement.com/
Subscribe to The Founder Edit: https://founderedit.substack.com/
IG: @lindsaynead
IG: @parkermanagement
https://www.linkedin.com/company/parkermanagement/

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Bonus: The Hidden Culprit Capping Your Revenue (From a Trauma-Informed Clinical Psychologist) Aug 26, 2026

Show notes

You can do everything right in your business and still stall at the same level, and Farya Barlas says the reason usually has nothing to do with your strategy. A Chartered Psychologist and trauma expert with 23 years of clinical experience, Farya hosts the From Trauma to CEO podcast and created The Method™, the first framework to bring clinical, trauma-informed psychology into business growth.

In this bonus episode, Farya breaks down why the ceiling high-achievers keep hitting is a pattern problem trained by survival responses, and how traditional coaching strategy and accountability only create better coping tools for the pattern rather than fixing the underlying problem. She also demystifies why founders who don’t identify with experiencing traumatic events or being “traumatized” can still be negatively impacted. Listen in to reveal the hidden patterns preventing you from scaling past your ceiling. Connect with Farya:

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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354. The 90-Day Exit: Buying and Selling a Six Figure Business, Told From Both Sides of the Table Aug 24, 2026

Show notes

Run a business that takes appointments? Use code 'CEO' at https://glossgenius.com/cubicletoceo for 50% off your first two months of a premium plan.

This is a free preview of a paid episode (50 min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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Most acquisition stories only give you one side of the deal. Today’s case study shares the POV of both buyer and seller. Julie Ball built Sparkle Hustle Grow, a subscription box for women entrepreneurs, and sold it in a 90-day deal. Carol Gavhane bought SHG in 2022 and eventually rebranded as Arrivée this year, a quarterly box built on the belief that rest is a strategy, not a reward.

In this kickoff to our acquisition series, Julie shares how her business wasn't built to sell, so she spent months trimming the fat and building SOPs before listing with a business broker. The valuation ran 2 to 3X annual profit, and Carol bought at list price plus an inventory addendum, financed through a traditional bank loan rather than an SBA loan.

Julie and Carol share how they worked together to create a win-win deal and what the other side of the sale looks like, four years later.

Connect with Julie:

Connect with Carol:

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Bonus: How to Win Black Friday Without Discounting Your Offers Aug 19, 2026

Show notes

Most business owners write off Black Friday because they assume it means offering heavy discounts their margins can't absorb. However, Stephanie Paradiso calls Q4 "spendy season" and argues the opposite: some of her clients earn 50% of their annual revenue in these months, without relying on discounts.

Stephanie is a certified marketing strategist and founder of Inspired Social Collective, a creative agency built on studying what big brands do and adapting it for small businesses.

In this bonus episode, Stephanie breaks down how every business type can capitalize on “spendy season,” why October is the month to float a low-risk "micro offer" before Black Friday, and the underrated buyback strategies to implement in January that turn holiday buyers into repeat customers.

Connect with Steph Paradiso:

Loving our bonus content and want more Cubicle to CEO in your ears? Join us every Monday on our subscriber-only premium feed for case study–style interviews with successful entrepreneurs debriefing their real-time growth experiments and results. Subscribe to get insider access to what's actually been working for businesses in the last 3-18 months: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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353. (Subscriber Q&A) Ellen’s Side Quests, Investments, Reflections on Descaling The Business 1 Year Later Aug 17, 2026

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This is a free preview of a paid episode (1hr 15min), exclusively available on our subscriber-only premium feed. Become a premium subscriber to tune into the full episode: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cubicletoceo.co/podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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This week, Ellen and our producer Sabrina sit down for a subscriber-led Q&A, answering the questions premium subscribers submitted in subscriber-only group chat. From taking the show behind a paywall and restructuring to a leaner team, to angel investing, imposter syndrome, and protecting a life outside of business, Ellen shares the candid, behind-the-scenes answers listeners were curious to know.

Want YOUR questions answered in a future Q&A episode? Join Ellen and the community as a premium subscriber before the price increases!

Links mentioned in the episode:

Premium Podcast introduction episode: https://open.spotify.com/episode/7d9pwJYrLapKqWFZYFGECW?si=yi288S_RRLWjYInkaKEgRA
Time saving boundaries episode: https://open.spotify.com/episode/0iCPbMq1WL2SQfQec7dLDy?si=pNYZqqq-Rby1qwrME6TRtQ

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Bonus: The Buyer-Brain Test That Makes AI Copy Actually Convert Aug 12, 2026

Show notes

AI can write a hundred emails in a minute, and your audience will scroll past every one. Prerna Malik has spent 15 years writing words that make people buy—minus the sleaze, the fake countdowns, and the "only 2 spots left" theatrics. As the conversion strategist behind Profitably Yours (formerly Content Bistro), she blends buyer psychology with AI and has taught close to 1,000 business owners to sell more while working less.

In this bonus episode, Prerna breaks down why most AI-written copy is costing you sales, the buyer-brain test every piece should pass before you hit send, and how she turned that test into Copy Quality Guard, a free Claude Skill that runs the sales psychology for you. Faster copy isn’t the goal. Copy that converts is, and that comes from writing for the buyer's brain instead of an algorithm.

Connect with Prerna:

Website: https://profitablyyours.com/
Newsletter: https://profitablyyours.com/newsletter
⁠⁠⁠Instagram: https://www.instagram.com/profitably_yours/
Grab Copy Quality Guard, Prerna's free AI Skill that catches the AI tells and weak spots costing you sales, so every email and sales page sounds human and actually converts: https://claudemadeeasy.com

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