Exit Coach Radio: Recent Episodes
Exit Coach Bill Black
Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Gary Kunath is the CEO of GMK Holdings, a speaker, author, and a writer. Gary travels and speaks to major companies and universities on the subject of Mastering Life Balance. Today, he will discuss how to achieve greatness at both home and at work.
Questions Discussed:
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How did you build a seminar for the 2nd in command at Cisco Systems, supporting his initiative on bringing humanity back to business?
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What colleges have you spoken to and what has the reaction been?
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Why do businesses care about mastering life balance now?
Contact Info:
Email Address: gkunath@aol.com
Website: www.garykunath.com
George Smart of Strategic Development, Inc. discusses family business issues
Questions discussed:
a. You'd think that passing a business to a son or daughter would be easy. After all, there's no interview. But
it's not that easy, is it?
b. Why do family CEO's find succession so difficult?
c. What's the first step to make this easier, to clear away some of the very strong emotions people have about
their children, and vice versa?
Contact info:
Email Address gsmart@strategicdevelopment.com
Website www.strategicdevelopment.com
Thomas Young works with companies to help attract qualified customers by focusing on inbound and content marketing. His business is called Intuitive Websites and today, he will discuss how to implement these important strategies into your business.
Questions Answered:
1) What is inbound marketing? 2) What is content marketing? 3) What is the role of mobile technologies?
Contact Info: Website: www.IntuitiveWebsites.com Email: tom@intuitivewebsites.com
Help Thomas - Click the LinkedIn button to Share this interview with your contacts!
Scott McLean, of McLean Advisory Group, is also the author of “Three Blind Mice,” a book intended to help prevent people from ending up in a #financial mousetrap. With over 35 years of experience, Scott’s expertise cannot be denied, and his client retention rate further proves this. He prioritizes client relationships so they can truly be on the same page and make the wisest decisions together.
Throughout his interview, Scott discusses the significance of an advisor’s relationship with their client. Planning for #retirement is not a cookie-cutter process. He also stresses the importance of education and sharing a common understanding of definitions and philosophy. The current process is somewhat impersonal and separated, but Scott breaks down the importance of having a cohesive relationship between #advisors, lawyers, and accountants.
Jim Immel, of Immel and Associates, is a succession coach who truly put his clients first. Having an extensive background in the insurance industry, Jim asks unique questions that other advisors may not consider. In his time working in the insurance industry, he found that his clients were more prepared for death than life. This spurred Jim to make the eventual shift into coaching, and he now helps people imagine and achieve their goals.
In his interview, Jim talks about the importance of deeply understanding what his clients care about, and challenging the status quo. Knowing that the corner office can get lonely, Jim serves as sort of a business psychologist and helps business owners reflect on their past decisions in order to more strategically move into the future. He shares the value of listening and asking potent questions that facilitate a clients’ breakthrough. Jim also deciphers the phrase “key employee” and why they are critical to a successful succession plan. With over 40 years of experience, Jim has a huge collection of wisdom, and everyone can benefit from his expertise.
1 minute sections:
- 13:17-14:20: Talking about fight or flight thought mechanisms at play when speaking
- 14:53-14:54: Take them back before you take them forward - thinking about the biggest decision made 10 years ago and realizing how quickly that time went by
- 18:24-19:24: Talks about success in succession planning when able to retain talent/key employees
- 20:59-22:01: Distinguishing between key employee vs. critical employee - getting a better understanding of critical fixtures in business
With a 10-year radio career overlapping 20 years in business consulting, marketing, and branding, Lisa Caprelli strategically uses content and message branding to grow companies. Known for inspiring business leaders to be innovative, she has helped businesses grow, including Fortune 500 companies. Her media career has included The Business Experience Show, The Free Money Hour, and other programs on stations like 97.1 FM, KFWB, KNX 1070, KFMB, and KABC, as well as real estate finance and motivational books.
Be sure and pick up a copy of her book "Color Your Message" on Amazon!
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Steve Van Valin, Founder and CEO of Culturology, helps companies shape a culture that is engaged to innovate. At Culturology, they specialize in contemporary cultures where people need to be competitive, especially customer-facing businesses looking for a unique edge. A business’s culture is much like a personality and determines the common expectations people have when working together. By shaping the culture intentionally, you can help your team be more innovative and engaged.
In his interview, Steve discusses high-level tactics of culture design and how it can contribute to innovation. He highlights the importance of being an expert at the creative process in order to facilitate more creativity from your team. While the phrase may seem paradoxical, Steve encourages you to plan time for spontaneous interactions. Steve also proposed the idea of “addition by subtraction,” meaning sometimes it takes removing barriers in order to help employees become more innovative. Steve’s insight is a powerful tool for anyone hoping to get more cohesion and creativity from their teams through relatively simple means.
1-Minute Sections:
- 2:24-3:15: How Steve defines culture and how it is like a personality.
- 6:41-7:46: Consistencies in how companies of any kind drive innovation.
- 10:16-11:23: Good creative ideas can be small things involving constant problem solving.
- 14:23-15:28: Become an expert on the creative process itself in order to help your team think more openly.
Peter Levitan coaches marketing agency leaders on their business development and just wrote the Book... "How To Sell Your Advertising Agency". (Note: this works for any business and is a lot about understanding why you are selling and what you are going to do next.)
And, in 2012 he wrote "Boomercide. From Woodstock To Suicide." "The book is about using suicide as a financial planning tool. When I sold my last business my accountant told me... you know how much $ you have / How much you spend / but not how long it has to last. I said, but...."
Realizing after he sold his business that he was free to "live anywhere", he moved to San Miguel de Allende Mexico in 2016.
Here's a few questions we discussed the answers to today: You sold a business in 2012. What was your post business plan and what have you learned? Why did you write Boomercide? What is life like in Mexico? How did you make that decision?
Peter's tips for those of you who are contemplating "what's next" include" "Have a plan. Know your goals. Do the research. Most people do not."
Learn more about Peter at his website at Peterlevitan.com
Tom is in the business of compensation design for privately owned companies. He'll describe how he helps business owners construct pay-for-performance strategies that turn employees into growth partners. Compensation (such as salaries, bonuses, commissions) is typically the largest expense on a business's financials. How can this investment be turned into a driver growth? This is the question Tom's firm, The VisionLink Advisory Group, is constantly striving to answer.
Today we tackle these questions: 1. What is the biggest mistake most business owners make relating to paying their employees? 2. What's the first thing a business owner should do in order to turn employees, as you say, into growth partners? 3. When you look at company's compensation strategy, is there usually a glaring omission?
For listeners to this show, Tom's firm is offering a complimentary consultation to discuss any compensation issue you're struggling with.
To Read This Episode's Transcript: Click Here
Back with us again is Andy Gole, of Urgency Based Selling. He’s been helping business owners improve profitable sales for the last 27 years. Andy is also a Vistage member, is the author of “Innovation Now,” and has a storied history in all areas of selling. He has important information regarding sales during Covid to share.
In his interview, Andy discusses some reasons why you should still be reaching out to your clients, despite the current crisis. He explains the idea that if you may be able to help them succeed, there is no reason you shouldn’t reach out. Andy gives powerful insight on the power of creating a sense of urgency when selling and discusses the central paradox of selling. Additionally, in light of the increasingly virtual world, Andy also has some tips for more successful email campaigns. Don’t miss out on Andy’s powerful tips that will help you increase your sales.
1-Minute Sections:
- 5:28-6:32: The central paradox of selling.
- 7:26-8:28: Payments in Kind and how they can help level the playing field.
- 10:27-11:31: When you should reach out to your clients, specific to Covid considerations.
- 16:25-17:21: The economic return and the “Double Slingshot.”
Kevin Weir, Action Coach, discusses a common problem of many small businesses - lack of processes and systems that make it hard to transition the business.
Transcript:
Kevin: When you're trying to sell a business, it's a lot harder to sell a business if it isn't a turn-key operation. If somebody wants to walk in and buy a business and all the systems are sitting in the owner's head, that potential buyer is going to place a discount on that business, because most people who are investing in business aren't going to want to just purely operate it on an ongoing basis. A lot of people who are wanting to buy a business want to be able to have some level of ability to let it operate buy itself. The less systems you have in the business, the bigger the discount. So, what we do, is we help them develop and systematize the business such that it can work without them, because our definition of a business is a commercial, profitable enterprise that works without you, the business owner. To the degree it fits that definition is the degree that you're going to have a much more valuable business.
Carl Allen, Co-Founder of Dealmaker Wealth Society, is a world-class entrepreneur, investor, and corporate dealmaker. He’s enabled over 300 deals collectively valued at nearly $50 billion in the last 3 decades and analyzed thousands of other businesses across industries. Carl is a bona fide serial entrepreneur and expert when it comes to business acquisition. At Dealmaker Wealth Society, Carl is in the business of coaching others to buy, sell, and scale their business.
In his interview, Carl explains his philosophy on why you should acquire a business rather than start from square one. Most new businesses fail within the first 10 years, with half of them failing in just the first year. By acquiring, you can begin with something already successful or leverage their existing success and expand your business into new areas which are already a proven success. Carl shares ways you can prepare your business to be sellable, along with why you should be prepared due to the upcoming economic forecast. If you work on your business instead of for your business, Carl knows you can find heightened success and fulfillment. Expand your business’ potential by tuning in to Carl’s expertise.
1-Minute Sections:
- 4:25-5:35: Instead of starting a company fresh, buy a profitable existing business.
- 6:18-7:20: Criteria for identifying what business you should buy.
- 11:04-12:18: Challenges Baby Boomers are facing when trying to sell their business.
- 14:36-15:48: Ways to work on your business and not in your business via solid partnerships.
- 18:19-19:34: Insight on the transfer of wealth happening in the next 10-15 years.
To Read This Episode's Transcript: Click Here
Susie Japs, Managing Director at Wejungo and esteemed Provisors member, is in the business of helping business leaders restructure their teams to get better results. She leverages her strategic, authentic, engaging approach and interactive style to challenge business leaders on common beliefs about recruiting, hiring, retention, and performance. We all know that our best assets go home each night and we must pay attention to our employees for the best results. On the people side of things, Susie has great insight into what we may be overlooking when preparing for an exit.
In her interview, Susie talks about three items companies commonly miss in their exit planning, and why having an exit strategy people plan is so important. She discusses various strategies that she uses at Wejungo to hire more effectively. Susie also details the areas to focus on when exit planning that you may overlook, but a buyer would certainly scrutinize. If the business couldn’t be handed over with ease, you may have a much harder time selling. She also walks through a valuable exercise for taking stock of your workforce and offers some powerful assessment tools. Susie’s expertise on working together more effectively could help your entire team’s performance, don’t miss out on her interview.
1-Minute Sections:
- 4:08-5:03: 4 Strategies Wejungo uses to help businesses hire better.
- 5:55-7:08: Common mistakes companies make in exit planning.
- 7:13-8:18: Examples of businesses that were doing well but may not be valuable to buyers.
- 9:34-10:37: Transferability and taking stock of key people.
- 11:51-13:06: Overview of the Strategic People Plan.
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Meghan Lynch is the CEO of Six-Point Creative, a brand strategy agency that helps “second-stage” companies break through growth plateaus. As part of her mission to help small businesses challenge the goliaths, Meghan has served as an expert advisor to second-stage clients in a wide range of industries, from fast-casual restaurants to industrial manufacturers. Meghan was named an Enterprising Women of the Year in 2019 and enjoys testing her limits as an endurance runner.
Some of the issues Meghan discussed today: The fears holding high-potential companies back from growth • Brand strategy for family businesses • What is a second-stage company? • Common mistakes companies make when they rebrand • How to hire and manage marketing expertise
Mahyar Ghassemian, Ghassemian Law Group, APC discusses common legal problems and protection strategies, as well as tips and ideas for Business Owners.
Business Success Factors is a consulting, coaching, and training company that helps companies to increase their sales revenue growth.
Here are a few questions Doug answers in today's interview:
- What is the number one mistake that you see companies making with their sales that impede or stop their growth?
- Do you ever see a CEO or executive block their own growth due to having a block in their own mind?
- What would be the number one thing that someone can do to start working on their revenue growth?
Listeners can send an email to youmatter@businesssuccessfactors.com to receive a free sales and marketing checklist.
Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated and is going to talk about hot to build a sustainable, scalable, and sellable business utilizing her proven techniques outlined in her newest book Exit Rich®.
Some of the questions she answers in this interview:
- What are some of the biggest mistakes you see business owners make?
- Why is it important to plan your exit strategy from day one using the ST GPS Exit Model?
- The big thing that you talk about is the ST 6 P Method to sell your business for huge profits. Can you tell us what the 6 P’s are and why they are so important?
Michelle has written a great upcoming book, Exit Rich. You can find more information on the book and receive additional benefits from purchasing the book on exitrichbook.com
Keziah Robinson (pronounced KAY-zee-uh), is a business strategist, CEO coach, and investor. Described by her clients as a “shapeshifter” who “can coach business owners through any challenge at any stage of their business,” Keziah helps small business CEOs navigate the operational and existential challenges of scaling up, pivoting, and/or selling a business they’ve put their blood sweat and tears into. Keziah holds a BS in Physics from Stanford University and an MBA from the Wharton School at the University of Pennsylvania, and she serves on the advisory board of Private Packs, an innovator in the fast-growing femtech industry.
Some of the questions Keziah answered today:
1) What does it mean to "helicopter parent" your business? 2) Why is it so hard for business owners to stop doing it? 3) What are some practical tips to break out of this pattern?
Fred Berns is the President of Business by Design, and provides coaching and speaking programs, and marketing and copywriting campaigns designed to help business owners stand way out from their competitors, and master their marketplace.
Contact Info:
Website: whatsyouronly.com Email: fred@Whatsyouronly.com
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Terry Hawkins, Founder and CEO of People in Progress Global, has been helping businesses build and use powerful systems, as well as shape workplace cultures, for over 25 years. Terry has been listed as one of the top 60 motivational speakers in the world and is also the author of “Why Wait to be Great? It’s Either Now or Too Late.” Originally finding success in Australia, after moving to the US, she found her old ways weren’t working. This led her to essentially restart from the ground up, and she has since come out the other side with a stronger business and even greater sense of purpose.
Her passion is making a difference, and in Terry’s interview, she emphasizes the importance of having very clear goals and passions. She dissects the process of mastery and cites routines and well-structured processes as key players in goal achievement. While Terry’s personality helped her business growth in Australia, she found it to be exhausting and not effective in America, which sparked her to reconsider business as a system of processes. Rather than putting people on a pedestal, Terry encourages leaders to put tried and true processes on a pedestal, and let trusted people run the processes. A business may seem highly successful, but Terry’s information may help you break your own perceived glass ceiling and achieve levels you hadn’t previously thought possible.
Dr. Kenneth Majer has been a successful author, speaker, and consultant to companies large and small for over 30 years. He is a subject matter expert in change management, corporate culture, communications, values-based leadership, organizational alignment, and management training.
Ken is best known for using values-based concepts to improve corporate culture. His premise is that values-driven companies always outperform the competition. He uses his experience and insights to change businesses dramatically and permanently. Ken’s vision includes helping companies stay ahead of the curve as they adapt to new realities in today’s radically changing business world. His goal is to enable leaders to use the power of values-driven alignment to enhance their success.
Ken provides insight, products, and services that business leaders rely on for success. Establish a values-driven culture as your core business strategy to help your company outperform the competition!
Contact Info:
Website: www.kenmajer.com
Help Ken out - Click the LinkedIn button to Share this interview with your contacts!
In this 20 minute interview, Lynn Fulks, Principal Partner of Upstart Group LLC, discusses the tried and true methods er firm uses to help businesses develop effective marketing and branding campaigns. She explains a 3 stage process that requires thought and research (and investment) before resorting to tactics, and why most campaigns are doomed from the start.
Lee Goldberg, Transactional Attorney and owner of the Law Offices of Lee R. Goldberg, is an expert at growing businesses’ value through exit planning strategies. He’s had over 33 year experience and seen millions of dollars left on the table due to lack of plan. Lee’s mission is to help his clients keep more of the money they earn and protect their wealth for generations to come. Lee knows firsthand that you should not wait to plan your exit strategy.
In his interview, Lee shares a valuable collection of information we don’t always hear when talking about exit planning. Specifically, he gives 8 tips for what you should do now to better prepare your exit planning strategy. Lee shares valuable insight on what buyers look for before committing to buying a business. He also shares powerful ways to increase your EBITDA. Proper exit planning is an effective way to drive up your business value, but it takes time and expertise, don’t miss out on Lee’s indispensable wisdom.
1-Minute Sections:
- 3:09-4:06: Why having an exit strategy is the best way to add value to your business.
- 5:30-6:32: Now is the time for exit planning, waiting may mean it’s too late to restructure.
- 8:33-9:40: Method to increase EBITDA drastically and drive up business value.
- 17:11-18:11: Business structure review is essential to highest valuation.
Gunnar Gundersen is in the business of intellectual-property protection, consulting, and litigation, and is going to talk about how to manage intellectual property to maximize your business's value.
Questions Discussed:
- What is intellectual property?
- How can intellectual property create value for my company?
- Do I have intellectual property? And why should I care about managing it?
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
John Whitt of BusinessWhitt shares his tips, ideas & precautions so you can be well planned!
Craig James shares his tips and insights about how CEOs can benefit from getting involved in Peer groups. Contact Craig at craig.james@vistagechair.com
Al Killeen is the President, CEO, and Founder of Integrative Mastery Programs. The business is a set of integrated programs and training for successful executives and organizations that focuses on Leadership, Management and Coaching to create empowered, zealous cultures based on values. Questions Discussed:
- What is different about IMP?
- Who are typical IMP clients?
- How effective is the IMP system?
Contact Info: Email Address: alk@integrativemasteryprograms.com Website: www.integrativemasteryprograms.com
Reb Risty, Head and CEO of REBL Marketing, is a marketing expert with useful information for communicating with your customers in these unique times. After starting her company in 2008, her mission has been to help her clients clearly communicate their value propositions and boost engagement. The marketplace has rapidly shifted from a digital world to a virtual universe, so online presence is more important than ever before, and video testimonials are a great place to start. As we begin to reopen, Reb has tips for marketing in a cognizant manner.
In her interview, Reb discusses the importance of continuing communication with your customers. She dives deep on the importance of having not just testimonials, but video testimonials from clients. Reb shares some of the reasons video testimonials are so successful and how you can easily start generating your own. It is essential to adapt to the changing marketplace, use Reb’s tips to thrive in the virtual space.
1-Minute Sections:
- 5:28-6:21: Marketing tips for the re-opening and business survival.
- 6:54-7:58: “We went from a digital world to a virtual universe,” continue evolving your plan.
- 8:49-9:54: Importance of testimonials, and reasons why a video testimonial is even more powerful.
- 11:30-12:30: Simple ways to get video testimonials from your clients.
- 13:22-14:24: Sweet spot of time frame for video testimonial, with social media platforms and customers in mind.
- 17:34-18:20: Keep communicating with your customers, they’ll know you’re there for them when things bounce back.
Vince Mastrovito of Prometis Partners once again shares valuable tips and precautions for business owners!
Please share this interview with your Social Media contacts!
As the founder of Business Builder Camp, Wayne Herring has helped men across the country grow their businesses into successful and thriving enterprises. Business Builder Camp brings men who own businesses together for fun, adventure, and comradery and explore the limits of their potential.
Some of the areas we touch on in this interview: How to make the vision in your head a reality • Living a fulfilling life of adventure, family, and satisfaction as you grow your business • Why we need people to help part the “curtains” in life • Camp / Rendezvous - reasons to gather with other sharp high performers
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
This episode features CEO of ION Franchising, Lance Graulich. Lance is the founder & CEO of ION Franchising, an industry leading franchise consulting and development group, that represents over 500 franchise brands & business opportunities within 90 categories. Lance helps prospective entrepreneurs find their perfect franchise for FREE. He also assists independent business owners in creating a franchise system.
Every business has a story
Lance started out in the family business on Wall Street after receiving an economics degree. He then joined a TGI Fridays franchise in Phoenix, AZ as a key executive and was vital to the rapid growth of this $225,000,000 organization. Mr Graulich was a multi-unit, multi-state franchisee of Wingstop and Krispy Kreme Doughnuts. He has created countless start up brands and has become the industry leading donut expert. He is the founder of a donut chain called Pinkbox in Las Vegas. His latest start up bakery project is with a Food Network star. As a business start-up expert with more than 25 years of experience, he has served as President of various franchise advisory councils and boards advising emerging franchise brands. He has helped a multitude of companies grow efficiently & effectively.
David C Baker, Principal of ReCourses, Inc., is an author, speaker, and advisor. Previously owning his own marketing firm, he found himself giving advice to other business owners a majority of the time and he pivoted aptly. For the last 26 years he’s been a management consultant to the advertising, design, interactive, and public relations fields, advising principals on making better business decisions. Dubbed the expert’s expert, David joins us with profound insight on what works in the ever-changing marketplace.
In his interview, David relates our current turmoil to that of 2008, and speculates about how things will look on the rebound. He sheds light on what changes will almost certainly be temporary, and also what is likely to stick around. David is optimistic about the critical thought and forced reinvention spurred by Covid, but also shares some aspects to be cautious of. Additionally, he shares some thoughts on what advertisers can be doing differently in order to deliver a more meaningful message. Only the strongest business owners will thrive through this, so be sure to listen to David’s critically important advice.
A well-respected and widely known roofing expert, entrepreneur and humanitarian, Charles has become one of the most trusted names in the roofing industry country wide, as well as an inspirational business leader championing social corporate responsibility. Antis Roofing & Waterproofing celebrated its 30th Anniversary in 2019, or as Charles would say, “for over 30 years, we’ve been keeping families safe and dry!”
Janne Ohtonen is in the business of Customer Experiences and is going to talk about Customer Experience
Strategies.
Questions discussed:
What makes customer experiences so important?
How can companies ensure they are producing remarkable customer experiences?
What happens for organizations that do not put proper effort in customer experiences?
Offer:
Free online video training series for creating your own customer experience blueprint at http://bit.ly/cebbillblack
Contact info:
Email Address janne@ohtonen.fi
Website http://addvalueto.me
Morrie Shechtman is a Chairman of Fifth Wave Leadership, a company that deals the Human Capital Consulting. Today, he will discuss the topic of ending mediocrity in business.
Questions Answered:
1) What's the only competitive advantage left? 2) Why do most leaders and their companies underachieve? 3) Why are there no "business problems"?
Contact Info:
Website: www.fifthwaveleadership.com Email: morrie.shechtman@gmail.com
Casey Brown is in the business of helping companies substantially increase profits through better pricing and
in this interview she talks about value-based pricing and some other key pricing best practices.
Questions Discussed:
- Casey, companies in very competitive industries often say they have little to no pricing power and that they
must compete on price. What do you say to those companies?
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Casey, in an average selling conversation, who is most focused on price: the buyer or the seller?
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Casey, what do you say to companies setting prices based on a cost-plus model?
Contact info:
Email Address casey@precisionpricingllc.com
Website www.precisionpricingllc.com
I'm a business coach who help CEOs and business owners improve business performance and prepare for an eventual sale of the business or a generational transfer. My philosophy: Run your business like you're going to sell it ... even if you're not.
Questions Answered:
1) Are there steps an owner can take in the short term to increase the selling price of a business?
2) Aside from being ready for the transaction process how does financial performance affect valuation? 3) What else can an owner do to have a significant impact on the price a buyer will pay for the business? Contact Info:
Website: www.alliance-ceo.com Email: brian@alliance-ceo.com
John Bly is a Co-Managing Member of LBA Haynes Strand, LLC. Today, he will be discussing the topic of Mergers & Acquisitions.
Website: www.lba-cpa.com Email: johnbly@lbahs.com
Natalie Elisha Gold, Provisors member and Managing Attorney at Gold Legal Group, LLP., is in the business of protecting your legacy and the legacy of your business and clients. After a life-changing injury in her youth, she was motivated to change the world and at age 24 started her own law firm. Natalie aims to help people leave something better behind for their children and implement trusts which will preserve wealth to the fullest extent possible. Her strategic approach to wealth preservation is truly essential to having a highly successful estate plan.
In her interview, Natalie discusses estate planning as a way to protect your independence and privacy. Without a plan, your family will be faced with time-consuming litigation and expensive attorney and court fees. Natalie knows that the best way to preserve your wealth is getting your estate plan sorted out while you’re still able, and continuing to update it as necessary. A legal fee is a drop in the bucket compared to the money you’ll save by having a well thought out plan. Being well-informed will help you make better choices for yourself and your family, take the time to listen to Natalie’s expertise on making wealth preservation as painless as possible.
1-Minute Sections:
- 8:06-8:56: If you value your independence and privacy, you cannot afford to not do planning to protect your wealth.
- 9:58-10:58: An overview of some of the common shortcomings in wealth and asset protection.
- 12:04-13:06: The legal fee is absolutely worth it compared to how much you’ll save and help your family.
- 15:07-16:16: Get your estate planning done while you can, it will protect your family and privacy without involving courts and headaches.
- 18:51-19:53: Life insurance is a must, get it young when healthy, it isn’t just for helping after death.
In this 1 minute highlight, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the importance of focusing on the effectiveness of your Management Team.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Steven Snyder is author of the book Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion.
Questions Answered: 1) What is Focused Passion? 2) How can it help readers to become mindful? 3) What are the benefits of living with less stress and more passion? Contact Info: Website: www.FocusedPassion.com Email: steven.snyder@mac.com Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion is available on Amazon in paperback and on Kindle.
Steve Ciepiela owns a well known Planning Company. 10 years ago he experienced every business owners nightmare - the sudden death of his friend and partner. Listen to his interview with Josh Patrick as he describes the experience, and how he was prepared, and what he learned from the experience.
You can contact Steve at Sciepiela@charlesstephen.com
Alex Freytag is in the business of helping business owners get what they want out of their business.
In this noisy digital world, you can’t break through the noise, you just add to it. Instead, you need to get in on the conversation where your ideal customers are already listening. As a Navy veteran who ran nuclear power plants, and an inbound marketing engineer, Tom Schwab has a refreshingly unique approach. He focuses on time-proven strategy, then supercharges it with today’s technology and podcast interview marketing. An author, speaker, and teacher, Tom helps you get more traffic, leads, and raving customer fans by being interviewed on targeted podcasts.
The author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy, Tom is also Founder/CEO of Interview Valet, the category king of Podcast Interview Marketing.
Here are some of the questions we discussed the answers to:
What is the biggest challenge for any business? How can you find and get booked on the podcasts that matter to your business? How can you be an ideal guest & predictably turn listeners into leads?
Tom and his team have created a special page with some resources for you here: https://www.interviewvalet.com/exitcoach
Janna Hoiberg discusses tips and ideas for Family businesses. This time, we focus on challenges of preparing the business and family members for leadership transition.
An entrepreneur for 25 years. Builder of multiple successful businesses in the UK, Germany, Poland and the United States. Matthew now sits on the board as a director of 3 companies. Co-founder of Escape Fitness, which he has taken from a start-up with minimal capital to a major International business chosen by premier fitness brands around the world, with growth across all markets including the North America. Matthew knows what it’s like to start and build a business: with hands on experience in multiple start ups, overcoming the challenge of financing the business and raising capital, innovating and reinventing the offering to remain relevant and expanding into International markets. He is a serial learner, always listening to what successful people have done and how they have done it. Now, with the Escape Your Limits podcast, he is bringing others the opportunity to learn from his experiences and those of other entrepreneurs.
Wayne knows websites - and how to measure their success.
Questions we discuss: Why don't most websites help entrepreneurs reach their goals? What is the number 1 mistake entrepreneurs make when having a new website built? What can/should people do today to improve the results they get from their website?
Be sure to have a pen and pad ready to capture the "353 rule"!
Contact at www.uglymugmarketing.com
In this 20 minute interview, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses how he works with clients as an "Architect" to add thought and structure to complex plans. He also talks about popular tax minimization and other financial strategies that tax-weary business owners are exploring to minimize the many layers of taxes on wealth.
Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!
Jim Immel, Founder of Immel and Associates, Inc. explains how Clarity is critical before implementing plans and being clear about your questions is key.
Transcript:
Jim: One of the things to realize is, that when we're helping these individuals, they could be asking the wrong questions. And, I just think that a lot of times what I see is that things move too fast, that we actually ask the business owner what they want, and we actually believe the answer that they give us. And, one of the realities is, they may tell you the answer to that, but they may have started down the wrong path by asking the wrong question upfront, and now they're starting to run down a pathway that might cause either themselves, from a tax stand point, or the employee standpoint, or even from a customer standpoint, it might cause some strife. And so to just really go slow upfront, the tagline I have is clarity, confidence, courage, really invest time on the clarity standpoint upfront, making sure that you ask the questions to get them to look at things a little bit different than maybe where they are. Find people willing to be challenged, the people that are willing to be challenged are also more likely to go through change.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Daniel Sachs has an interesting background and a new book, The Million Dollar Greeting - that you will enjoy hearing about.
BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S.
Questions we addressed:
What are some of the steps that business owners can take in advance of a potential exit event? What are some of the mistakes you've seen business owners make after their exit events, and how can they be avoided or minimized? What does it mean when you encourage people to "graduate into retirement?"
Eric has written "Pay Less Taxes Now" which explains the four places most Americans can put money where it will never be taxed again. Download it for free at www.lowtaxbook.com.
You can also catch Eric's podcast "Don't Retire...Graduate!" and dozens of articles he's written for Forbes.com can be found at www.brotmanmedia.com.
Guest: Bill Anton Company: CEO Effectiveness Website: www.ceoeffectiveness.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: Chris Mercer Company: Mercer Website: Mercer Capital
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Craig West discusses the impact exit planners can have by helping prepare financial, business, and personal matters.
Transcript:
Craig: The big change for me, and certainly for most of my advisors and people that have done the secret program in Australia, or a lot of the I would imagine who have done it here, is that you're actually doing something quite tangible that really helps a business owner in terms of their financial and personal lifestyle outcome. So, as an accountant, I used to lodge tax returns and I used to lodge lots of other compliance documents, and at the end of the day, you really don't help people. But, if you can get an exit plan right, and I've got a number of examples where I've worked with clients over 3-5 years to really prepare them, their family, their business, their financials, their personal situation for an exit, and if you can achieve that very successfully, you make a substantial difference to that person and their family.
Scott Miller discusses goal identification, how to achieve goals, and the importance of looking at the big picture after retirement.
Patrick Renvoise, Co-Founder of SalesBrain and co-author of "The Persuasion Code", shares more interesting research and insights as to how we are persuaded to make decisions and why you need to know about it.
Joe Nicassio discusses a checklist of items you should be considering for your marketing efforts.
Mike Leannah’s background includes over 20 years in a C-Suite executive position in various industries domestically, along with 4 years of international experience with a Fortune 100 company.
As an entrepreneur, Mike organically grew his company from $2.7M to $22M in a four- year period, realizing EBITDA growth from $400K to $3.1M. Mike joined Cornerstone with the goal of helping business owner clients plan for the single, most critically important financial event of their lives - the transition out of their business. Mike, as a member of the BEI Network of Exit Planning Professionals has earned the designation of a BEI Certified Exit Planner, CExP.
During this interview, we discuss the answers to these questions (among others):
What do owners and CEO say is the biggest issue that they face? What is the business owners largest obstacle in building enterprise value? What are the characteristics of a company that will grow and prosper during and after this pandemic?
Mike offers a 1 Hour Complimentary consultation to discuss "What's keeping you up at night"
Barry Davis is a Senior Certified Business Performance Advisor for Insperity, the premier Professional Employer Organization. He helps his clients confront many of their most difficult challenges. In this 20 minute interview with The Exit Coach Bill Black, Barry discusses several interesting concepts to help business owners of all sizes reduce benefit costs while increasing the attractiveness of the company to attract top talent. Contact Barry at (818) 546-3131.
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Patti Cotton discusses getting to the details, and how to engage clients and business owners with specific topics. Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!
Chuck Blakeman discusses re-evaluating our business structure to maximize efficiency and decision making.
In this 20 minute interview, Don Burzen, Positive Exits Business Consultant, discusses how he helps business owners replace assumptions with facts so they can do effective planning. He also offers many valuable tips and strategies for businesses owners.
Ask Dr. Jerry!
Dr. Jerry Kornfeld always brings us new and up to date info about health and living an active life.
Today we discuss new developments that help reverse arterial plaque without drugs!
Contact him at kjbkorn@aol.com
Peter Sahin of Velasco Law Group shares some great tips and precautions. You think your estate planning is complete? Listen to this!
Skip Weisman is in the business of improving workplace communication so that small business owners can create a more positive, productive and profitable company.
Questions Asked:
1) You typically work with small businesses with between 6-60 employees, why do you focus on that size/type of business?
2) How, specifically, does communication kill company profits in small businesses?
3) What are the biggest communication mistakes small business leaders make in leading their employees?
Contact Info
Website: www.YourChampionshipCompany.com
Email: Skip@WorkplaceCommunicationExpert.com
Scott Bornstein is a Chief Memory Training Expert at MemoryPower. Grab a notebook for this one, memory training is a universally useful skill and everyone can benefit from this information. Scott’s expertise is in making memory and recall as easy as possible for business leaders, managers, and sales people. Not only is it important to learn to remember, but to understand how to make yourself more memorable to people. Marketing is essentially memory training to get customers to remember your message.
Scott shares some useful skill sets you can profit from immediately and discusses his methodology that creates consistency and results. The brain is best wired to remember stories, and Scott walks us through a few examples of this practice. Our brains don’t remember as well when they’re racing, we need to slow down and take time to form meaningful connections. Give yourself a mental boost and listen to Scott’s valuable information. Scott shares an invitation link to discounted information for ECR listeners if you’d like to learn more.
Lynne Strang explains the benefits of being an entrepreneur at an older age. The main advantage? Who you know.
Dan Miller is a nutrition and wellness coach and today he will talk about making a plan to live a longer and healthier life.
Questions Answered:
1) Why does America have a weight problem? 2) Can't I just eat less and exercise more? 3) What's the one thing to change today to live longer?
Contact Info:
Website: danmiller.tv Email: dan@danmiller.tv
When you invest in machinery, you want to get the most from your investment. When you devise a marketing plan you carefully measure your return on investment. Yet most employers don't look at one of their most significant investments - human capital - with the same eye on the return on their investment. In her 20 minute interview, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the important factors that lead to maximizing your Human Capital ROI.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Lisa Walker of The Performance Strategies Coaching and Consulting Team brings focus to small to medium size businesses in the Orange County area. They take a holistic view of a business looking at every functional area from HR to operations, leadership development, scalability, systems, financials to sales, marketing and customer service and find opportunities to improve performance. They then help business owners map out their Exit Strategy with an expert team of professionals.
There are big differences between the thought processes of generations today and they require substantial thought to developing leadership strategies. Jeremy Lurey of Plus Delta Consulting, LLC addresses the issues and solutions. Listen to his full interview tomorrow morning!
Transcript:
Bill: What are some of the upcoming challenges in leadership training? Here's Jeremy Lurey.
Jeremy: The unique challenge in our multi-generational environment is that many of the next-gen leaders, whether their generation X or even gen-Y/Millennials that are coming up, while they're eagerly waiting those chances, they don't currently have the fundamental leadership skills they need to succeed at that higher level. And while this may seem like a foreign concept for a lot of baby boomers, who had a different lifestyle, different life path in their professional careers, many of those next-gen leaders have very different life goals and ambitions. And so, they might not even accept that presumed promotion, depending on what strings are attached to it, or under what conditions it's being offered. So leadership development, and especially succession planning, is a whole new ballgame in this multi-generational work environment.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
To Read This Episode's Transcript: Click Here
Back with us once again is Vince Mastrovito, Exit Planner at Prometis Partners. Vince is a serious succession planner: he’s a certified business exit consultant, CBEC, a certified exit planning advisor, CEPA, a certified value builder, CVB, a certified disc plus coach CDVC, and 2019 Member of the Year at the Exit Planner Institute. Vince is very well-versed in this area and brings enthusiasm to finding creative solutions for each of his clients. He’s seen people, for one reason or another, stay in their business far too long.
In his interview, Vince discusses a variety of reasons someone may stay at the helm of their business longer than they should. He discusses some of the things that may sneak up on the business owner if they aren’t diligent enough and decrease the business value when they do decide to exit. The retirement you dream of depends on careful planning that starts early. Vince also helps people find their passions again in order to help them continue feeling fulfilled after they leave the business they know and love. Vince’s tips are always powerful, and you don’t want to wait to hear this advice.
1-Minute Sections:
- 4:51-5:53: A few general reasons why owners may stay too long.
- 9:54-11:04: A few ways to approach realistic business valuation.
- 15:15-16:12: Ways a wealth manager can help sustain or increase a client’s current lifestyle through planning.
- 19:23-20:12: Circumstances in which a business owner's exit goals may be unrealistic for an exit planner.
- 20:44-21:54: Discussing helping owners find their true passions by challenging them.
Jeffrey Appleman of B2B CFO discusses how to get ready to exit your business.
Contact Info:
Email Address: jeffreyappleman@b2bcfo.com
Website: www.b2bcfo.com
David Taylor-Klaus, of DTK Coaching, helps entrepreneurs and executives live more fulfilling lives. David started in hospitality, switched to technology, and, despite his accomplishments, eventually realized he wasn’t living the life he truly wanted. In 2008 he started DTK Coaching and hasn’t looked back. As a coach, he aims to hold his clients accountable for both their goals and who they are at their core.
In his interview, David analyzes the phrase “work-life balance,” and how backward this statement really is. He emphasizes focusing less on revenue-based goals, and instead of taking action on goals oriented towards personal fulfillment - we are not on this planet just to make money. David has much more life-changing information than can fit within a 20-minute interview, and graciously offers a free link to his book “This Is Your Wake-Up Call!” You do not want to miss out on the information David has to share.
Barry Moniak is an Organizational Therapist at End In Mind. Today, his topic is Synergistic Culture and he will discuss the importance of interdependence.
Questions Answered:
1) What does it take to have a synergistic outcome? 2) What is interdependence? 3) Why do we resist interdependence?
What does Barry Moniak believe? He believes that all human beings have the innate desire to become better versions of themselves. Every innovative leader knows this. He believes that the workplace is the ideal place for this transformation to take place; not the mountain top, seaside, church or synagogue; not even the latest greatest get motivated seminar. The job site is the place to achieve enlightenment! We do not typically think of the workplace as the best environment in which to become better quality human beings. But it is. The world of business, the place we spend so much time together, provides the perfect playing field – the tough, no-nonsense, yet highly creative space in which we discover who we really are; learn to work and play well with others; and evolve daily to become our best selves. This is what Innovative Leadership is all about.
Contact Info: Website: www.endinmind.com Email: barry@endinmind.com
Vince Mastrovito of Prometis Partners shares great tips about how you can create and maintain a successful family business culture.
Dean Del Sesto is the president of Breviti, a brand consulting and development agency that focuses on brand strategy and development for primarily small to mid-size business-to-business companies.
Mr. Seetoo is a Partner and Vice President with Morton Capital Management - a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth families.
Questions Answered:
- Why is it important for business owners to do financial planning prior to selling their business?
- Your firm has a niche in identifying alternative investment strategies - why is that?
- How can business owners (or any investor) generate sufficient income in Zero interest rate environment after they sell their businesses?
Contact Info:
Website: www.mortoncapital.com Email: jseetoo@mortoncapital.com
John Bly is an author and co-managing member of LBA Haynes Strand, PLLC. Today, he will discuss small business and the current M&A environment.
Philip Arthurs is an investor, entrepreneur, CPA, and evangelist for acquisition entrepreneurship. He is spreading the word about why buying an existing business is the best way to become an entrepreneur and how it’s more affordable than many think. As the host of The Business Miner Podcast, Philip delivers gold nuggets to aspiring entrepreneurs, and he is excited to share with us today helpful tips for finding, analyzing, and closing on business deals. He's helping people become the entrepreneur everyone admires and respects!
Here's an overview of our discussion: 1. Tell us about how you're helping business sellers through your podcast and coaching program 2. Are you yourself looking to purchase businesses? 3. What advice would you provide to business owners looking to exit their business in the next 3-10 years?
Patrick Carroll of Obsidian Planning Solutions is a true professional in the field of business exit planning and a member of the BEI group of Exit Planners. A business owners personal finances are critical to the success of a exit or transition plan.
Questions we discussed: 1. Business owners have numerous advisors, why do they need one more?
2. You developed a step-by-step process for business owners called the Lifestyle Protector Program. Why?
3. What is the number one tip you could give to business owners to position themselves for success?
Promotional Offer One of the biggest question in the mind of owners is how much is my business worth? And how does that compare to competitors? At Obsidian Planning Solutions, we offer a Complimentary Business Competitive Analysis. You'll receive a thorough analysis of your P&L and balance sheet to see how you stack up against your competition. To get started schedule your discovery conversation by visiting obsidianplanning.com and click on the Schedule a Call Button.
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Chris Bond of Murphy Business Financial Corp. discusses a recent business sale and the common needs of businesses to "survive" the founder to transfer successfully.
Transcript:
Chris: Surviving the exit of the founder or the operators, that's the biggest key, and every client project I work on is heavily weighted toward good will, so the value is often in the name, the brand, the phone number, the web address, and a lot of what the founder or operator has built. So, it's difficult to transfer that. I've got a deal right now, a signed purchase and sale agreement, all ducks in a row, all pieces negotiated, lawyers have done their parts, the one snag is: final piece of financing for the buyer, and getting a bank to be comfortable with how heavily weighted this small publishing company is on the founder's knowledge as opposed to the books, and that's a challenge. We've got multiple banks looking at it, trying to get one of them comfortable with the buyer, who is so savvy and so talented that he's going to be able to grow the business beyond what the founder's built, never mind maintain what he's built.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Host: Bill Black.
Paul Ousterhout explains KPIs and how they can drive profit and exit strategies. ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Kathy Mondotte talks about her current projects, and the reward of following your passions with fervor and dedication.
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews! In this 1 minute highlight, Martin Staubus, Consultant - Beyster Institute at the Rady School Management explains that ESP Admin costs can vary widely so it makes sense to shop and compare when considering an ESOP.
Bailey Smith of TLD Law joins us once again to share his wisdom and experience and help you avoid the top 10 Estate Planning mistakes he has seen people make.
Help this Guest out - Click the LinkedIn button to Share this interview with your contacts!
Peter Sieffert is the Owner of Swiss Avenue Partners San Diego, a company focused on helping business owners grow enterprise value in preparation for sale, acquisition, or transition. Today, Peter will discuss why you should know the enterprise value of your business regardless of when you are thinking of an exit. Questions Discussed: 1) Why should owners know the total enterprise value of their business today, regardless of when they plan to exit? 2) Why should a company increase their total enterprise value today? 3) Who can businesses turn to to initiate the discussion? Contact Info: Email Address: peter@swissavenuepartners.com Website: www.swissavenuepartners.com
Jim Muehlhausen, Founder of Half Retire, helps individuals maximize their business value via a strategy he calls Half Retirement. Jim noticed a trend of people reluctant to fully retire and sought to create a solution. Some business owners may lose their sense of identity if they are no longer at CEO status, and can tend to struggle to find ways to fill the day without the work they know and love. Meanwhile, some may simply struggle to sell the business for their magic number and remain in the business out of necessity.
In his interview, Jim describes what half retirement looks like in a practical sense, as well as what needs to happen in order to successfully half retire. He discusses the benefits of being able to drive up the value of your business while working less hours, and ultimately not losing money to transactional sales tax. Jim shares ways to design work away and be responsible for only the unique areas in which you cannot be replaced. He also discusses his upcoming book, also called “Half Retire,” which dives deeper into the concepts he’s outlined. If you desire to maintain a successful company and income while working less, Jim’s interview is definitely for you.
1-Minute Sections:
- 3:59-4:50: What is Half Retirement all about?
- 7:19-8:19: Some of the things needed to successfully half retire.
- 9:56-10:57: You cannot simply delegate your way to half retirement, you still need to bring your unique work.
- 16:22-17:15: Technology’s role in the half retirement process and business valuation.
- 18:30-19:28: Delegation costs money, but there are ways to design work away.
Henry Evans is the Managing Partner of Dynamic Results, a Strategy Implementation and Organizational Development firm. According to Harvard University, Dynamic Results' clients implement their strategies at 8 times the rate of most companies.
Questions Discussed:
1) What does it mean when you say your clients implement their strategies at 8x the rate of most companies, according to Harvard?
2) Your Accountability Method, and also, your approach to generating leadership at every level of an organization, have both gotten a lot of press. What, if anything, do the approaches have in common?
3) Your methods have gotten a lot of press (Inc., Forbes, Washington Post, Fast Company, Huffington Post, Entrepreneur) for being counterintuitive. For example, you promote the idea that it's okay to get angry at work. Can you say more about that?
Contact Info:
Email Address: hevans@dynamicresults.com
Website: www.dynamicresults.com
Books available on Amazon: "Winning With Accountability, The Secret Language of High Performing Organizations" & "Step Up, Lead In Six Moments That Matter"
Back with us again is CEO and Founder of Leggett Sales and Provisors member, Brad Leggett. Brad has been in sales since age 16, and through his career has worked in nearly every aspect of sales. He now specializes in building leading high performance sales teams by determining their team development issues, then developing and implementing solutions for them. Brad has some new ideas you can implement for increasing sales in the current crisis.
Brad packs a lot of potent information into his interview, including strategies for increasing sales, things that aren’t so different, and tips to master the digital space. He discusses the importance of internalizing that you can be successful in this time, as perception can sometimes be more powerful than reality.
Brad shares powerful tips for making yourself stand out on digital platforms, as well as ways you can re-structure your day for maximum efficiency. He also talks about ways leaders should approach potential layoffs if they are absolutely necessary - and why they should avoid layoffs. This situation is something no one has seen before, but Brad’s insight may be your key to unlocking unexpected success in this unprecedented time.
1-Minute Sections:
- 5:00-6:02: Mindset, attitude, and perception regarding sales is essential to success.
- 6:38-7:38: Importance of being human and vulnerable with customers.
- 9:06-10:05: Perception can be as or more powerful than reality.
- 10:28-11:30: We need to consider people’s attention spans being shorter in a digital setting.
- 14:01-15:15: Some aspects of sales that haven’t changed due to Covid.
- 18:48-19:54: Think long term when it comes to layoffs - think about how your actions now will affect your business 12 months from now.
Steve Klein is the CEO of the Professional Development Center. Today, Steve will dive in to the topic of enlarging the comfort zone of human potential. Website: PDCchange.com
Hema Dey, of Iffel International, discusses the mechanics of an effective marketing program.
Transcript:
Bill: We asked marketing strategist Hema Dey for some key ideas and strategies for business owners to think about when developing their marketing plan.
Hema: Marketing is like a war game, so you really need to understand the landscape of the people that you want to sell to, and who your competitors are. We always produce a functional marketing plan. Another thesis, which is three months worth of work, but something that you can actually go out and say, right, roughy, this is your target market, here are your threats, your competitors, and what you’re up against, and really measure what those gaps are to make sure that the sales model, and I know a lot of people see the word “sales” as a big taboo word, but a business cannot survive without sales and if you apply that right across even the professional service sector…if people can actually put a sales organization within their business, then I think they’ve got it right.
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Peter Lehrman is the CEO and founder of Axial, an online platform used by thousands of business owners and their advisors to raise growth capital, explore acquisitions, and exit their business. Peter started Axial 11 years ago intending to improve how entrepreneurs execute the most important business transactions of their careers. His platform covers all the bases regarding business sales, eliminating gaps Peter noticed through the transaction process, and aims to elevate every aspect of the experience. Axial gives small business owners an opportunity to find professional help in a modernized way.
In his interview, Peter takes a look at business acquisition through a modern lens. While business owners wouldn’t hesitate to hire a realtor, he notes that many still believe they can handle business acquisitions without professional help. His platform serves as a matchmaker for buyers and sellers, and Peter discusses the importance of assembling the proper audience for garnering the most value. Peter also shares some exit strategies that we don’t usually talk about. Take the time to level up your exit planning and business acquisition strategies with Peter’s indispensable expertise.
1-Minute Sections:
- 10:19-11:20: Business owners don’t hesitate to hire a realtor, but surprisingly try to go it alone for a business sale - it is not that easy.
- 12:45-13:44: Describes the worst time to try to sell your business.
- 15:40-16:52: Improving business valuation by assembling an audience of potential buyers that fit the bill
Chuck Gallagher is President of the Ethics Resource Group. Today, he will discuss our daily choices, and how every choice has a consequence.
Questions Answered:
1) How did your choices in life change your life? 2) If you had it to do over again, would you have made the same choices? 3) You are open about your prison experience, what have you learned from that experience?
Contact Info:
Website: www.chuckgallagher.com Email: chuck@chuckgallagher.com
Sean Brawley is a world renowned expert on sustainable high performance and the Inner Game. His clients include Super Bowl Champion Coach Pete Carroll and Senior leaders of GE, ITT, and Union Bank.
Today, Sean speaks to us about the basic premise of the Inner Game, about his work with Pete Carroll, and how his coaching can help CEOs.
Contact Sean for a free 30 Minute consultation to explore how coaching can help you accomplish your personal and professional goals.
Mahyar is the Founder and President of Ghassemian Law Group, which specializes in Constriction and Business Law. Today we talk about ways that businesses can use various provisions in their contracts to help with their current situations.
businessowners #contractors #legalhelp #exitcoachradio #COVID-19 #Provisors #Vistage
Quick tips from Tom Gledhill.
Transcript:
Bill: What are some of the major buyer types of businesses out there? It’s important to understand the differences, here’s Tom Glehill.
Tom: Buyer types, that I’ve identified and I use, are: you’ve got your strategic buyers and then you’ve got your sophisticated financial buyers, which are basically pegs and small investment groups. And then you’ve got your lifestyle buyers, which basically are people that are buying a job. The bottom of the heap you’ve got your industrial buyers. Now these are people like you and me perhaps, that run a company and you’re looking for something that you can purchase, an asset you can purchase, and pay at a rock bottom price. And when they come knocking on your door, you have to be very careful. Best thing you can do is get professional help at that point in time, so those are the four buyer’s types that I’ve identified.
Kip is president of Family Wealth Leadership; a wealth management and multi-family office firm, but unique in that they coach family members and future generations to mitigate the damage wealth can cause in family relationships. With that experience as a foundation, Kip is the author of a new book, The Legacy Family; Father, Son, and "Holy Coach"
Questions Answered:
-
Why did you write this book and who can benefit from reading it?
-
The title is unique. Is there a story behind the title?
-
As a family's net worth increases, especially if that includes a family owned and operated business, does that create challenges and haven't the families already addressed these issues through the estate planning they have done with their attorneys?
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Is this a self-help book?
Contact Info:
Website: www.familywealthleadership.com
Email: kkolson@familywealthleadership.com
The book is available at Amazon, Barnes and Noble, Westbow Press, and www.kipkolson.com. If anyone is interested in meeting with us for a complimentary initial interview, we will give them a copy of the book.
A certified exit planning advisor, Vincent is the founder and president of Prometis Partners. He began his career in 1989 providing wealth management services to businesses and individuals. After two decades with Lincoln Financial Group, confident in his own experience, Vincent built his own firm, Prometis Partners. During his years as an independent succession planning advisor, Vincent has discovered his true passion for working closely with business owners on exit planning strategies. He brings his experience and enthusiasm for finding solutions to each new challenge. Today we discuss the following questions: Why should you consider this? What challenges are there? What makes a successful relationship?
Rod Hatley of Chhokar Law Group P.C. discusses concepts related to Asset Protection and Wealth Preservation. We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Transcript:
Bill: There's been a lot of talk lately about different types asset protection strategies, especially from business owners who are going from a complicated business asset to liquid. Here's Rod Hatley.
Rod: Unfortunately, there are people out there who prey on the unsophisticated, and they will talk to you about going offshore, hiding assets, and evading taxes. And, unfortunately, that does happen, but I'm here to tell you, a change in the law some years ago, we can achieve a similar level of protection domestically. We've found that it makes a lot more sense to keep a client domestically, if they'd like to stay. Let me say it this way: asset protection, if it's done legally and ethically, it's not about hiding anything, it's about simply structuring the owner of the asset so that they're safeguarded from risk, nothing more, nothing less. And we can help clients avoid taxes, but we can't help them evade.
Back with us again is Heath Goldman, President and CEO of ICON Wealth & Legacy Partners. Heath serves as a financial Architect for business owners and real estate partners. He is also a Provisors member and group leader for estate and succession planning. Heath knows the value of a good plan, and is an expert and helping others protect and create their legacy.
In his interview, Heath stresses the importance of communication, collaboration, and coordination between advisors. In order to make the best plan, these different people must be aware of each other’s actions to avoid any gaps. Clients often struggle with taking the time to understand what their team is doing on their behalf. You may think you know what is going on with your estate plan until the questions begin, and it is essential that the whole team - including family - is on the same page. We all want to leave a proper legacy, so listen to Heath’s tips for doing just that.
1-Minute Sections:
- 4:04-5:05: You may think you know what is going on until the questions begin - get on the same page and have these conversations.
- 8:39-9:44: Ego and legacy, “How will I be remembered?”
- 13:19-14:18: Importance of communication, collaboration, and coordination between advisors.
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Peter Williamson of Action Coach discusses the first step of coaching -- aligning the business with the owner's goals.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
Kathleen Quinn Votaw, CEO of TalenTrust, Author of Solve the People Puzzle and professional speaker talks about People Continuity.
Questions we discussed: In these challenging times how should leaders "put people first"? What tools do you recommend for leaders to understand the employee health of their organization? What can organizations do to be prepared for the recovery?
Two special offers: 1. Take our free Talent & Culture quiz to inspect your companies culture health at https://talentrust.com/quiz/ 2. Buy Kathleen's book, Solve the People Puzzle - Click here
Barry Moniak is an Organizational Therapist at End In Mind. His topic is Synergistic Culture and he will discuss interdependence.
Questions Answered:
1) What does it take to have a synergistic outcome?
2) What is interdependence?
3) Why do we resist interdependence?
Contact Info:
Website: endinmind.com
Jim Doty of Doty Consulting talks about client situations he has encountered and exit planning readiness from a CFO's Perspective.
Jonathan Goldhill is the “Head” Coach at The Goldhill Group, a strategic-planning and business coaching company in the Los Angeles metro area. He is a veteran business and management consultant, coach and advisor with almost 30 years experience.
Raised outside New York City, Goldhill moved to California at age 20 to start his journey helping entrepreneurs find their freedom. At 30, he started advising, coaching and consulting with entrepreneurs and business owners.
As a student of personal transformation experts such as Werner Ehrhard, Tony Robbins, Jack Canfield, T. Harv Eker and Brendon Burchard – AND as a student of entrepreneurship, leadership, and business – Jonathan has focused on helping leaders with humility to build their teams with humble, hungry and smart people.
Help Jonathan out - Click the LinkedIn button to Share this interview with your contacts!
Michael Pfeffer, Valuation Expert and Business Broker for Murphy Business & Financial Services of Southwest Florida, explains why it's always important to be ready to transfer your business.
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Ed Eppley, Owner of The Eppley Group, has worked it from all angles, and he shares important information for leaders of all sizes of businesses. He's also got a book out called "Let's Be Clear"
Dianne Collins, original thinker and popular media personality, is the creator of the QuantumThink® system of thinking, author of the 6-time award-winning bestseller, Do You QuantumThink? New Thinking That Will Rock Your World, and the world’s leading authority in “new world view” thinking. Along with her husband and business partner, Alan K. Collins, Dianne consults executives and entrepreneurs, celebrities and politicos in applying QuantumThinking to what’s important to them – for mastering accomplishment and fulfillment. Her clients have included leaders in Accenture, AT&T, CNN, Dupont, and McKinsey. Dianne Collins is a featured blogger on The Huffington Post and was named one of the “Top 20 Conscious Entrepreneurs for 2014” in the annual Tera Awards. Dianne created the groundbreaking new system of thinking – the 21 principles of QuantumThink® -- for living the highest and best in everyday practical life -- integrating science, philosophy, and spirituality; drawing on sources that range from cutting edge scientific innovations to the wisdom of the world’s greatest spiritual leaders – making it relevant in popular contemporary culture. She is a master of translating ancient knowledge into modern “quantum” wisdom that provides a transformative platform for the way we conduct our personal, business, and global affairs.
Questions Asked:
1) From a QuantumThink perspective, what do you see is the single most important focus for a business owner today? 2) I know you often have your clients "shift a predictable outcome" by going beyond the limits of their current thinking. How does that happen? 3) You say the mantra of QuantumThink® is "When you master your mind, you master your life." Why is that important for business owners - to master their mind - and what do you mean by that?
Contact Info:
Website: www.diannecollins.com Email: dianne@quantumthink.com
Richard Munro of Newport Board Group discusses several obstacles to Growth that he sees in Companies he consults with.
Rick Itzkowich is a San Diego Vistage Chair and CEO of three Mexico-based steel manufacturing firms with 1800 employees. He is an official member of the prestigious Forbes Coaches Council and a contributing author for Forbes on trending industry topics. All the proceeds of his best-selling Amazon book “The Referral Playbook” go to the Alzheimer’s Foundation of America with more than $10,000 donated to date. As a Vistage Chair Rick serves as the senior advisor and facilitator of his peer advisory group.
Questions we tackle in this interview:
1. How soon should a business owner plan their exit strategy? 2. What are the benefits of planning an exit strategy so early? 3. What are the dangers of not having an exit strategy?
Email Rick at rick@rickitzkowich.com -- he would be happy to provide a free 30-minute consultation on today’s topic or on the benefits of being part of a peer advisory board.
In this 1 minute highlight, Don Burzen, Positive Exits Business Consultant, discusses how many business owners do not think of their business as an investment, but they would be better operators if they did.
Brian Kinahan is a business coach who helps CEOs and business owners improve business performance and prepare for an eventual sale or generational transfer. His philosophy: run your business like you're going to sell it, even if you're not.
Questions Asked: 1) Are there steps an owner can take in the short term to increase the selling price of a business? 2) Aside from being ready for the transaction process, how does financial performance affect valuation? 3) What else can an owner do to have a significant impact on the price a buyer will pay for the business? Contact Info: Website: www.alliance-ceo.com Email: brian@alliance-ceo.com
Jim Brubaker shares tips, ideas and precautions in the area of Financial Planning for after your business sells.
John Ferris, CEO of inVision Edge, a management consultancy focused on helping organizations innovate and grow. John has a mission to help leaders and organizations do great things — whatever their definition of greatness is. He shares tips and ideas and explains the The Playbook Edge System, a do-it-yourself strategic planning framework designed to help businesses spend one day creating a plan and the rest of the year achieving their goals.
Best-selling author ("Built to Sell") John Warrillow is back with new research that 3 or 4 business owners who sell regret their decision just one year after sale. He has developed a new assessment tool to help you beat the odds that is available at PREscore.com
Gary Melling of Acquired Insights Inc. discusses the evolution of AI and where we are headed next - and how you can keep up with all of it!
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Transcript:
David: The only way you can scale past a certain point, is by letting go of that control, and so many business owners we see were scared to let go, to actually let decision making power go to other people. It's almost like we identify so closely with our business, Bill, that we can't imagine letting anyone else really have some of those reins, and until we can let that part go, we really are the limiting factor for our own company. I mean, it can't scale past us if we only have people that leverage us instead of people that actually own parts of the business, not literally in terms of equity, but in terms of emotionally and responsibility-wise, owning pieces of that business and making decisions for them.
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
ITR Economics is in the business of international economic forecasting and consulting.
Alan discusses the great depression coming to the US and what we can do to prosper by knowing this information.
Questions discussed:
Why is the Great Depression coming to the US?
Is it just the US?
When? Also, can anything stop it?
Contact info:
Email Address alan@itreconomics.com
Website www.itreconomics.com
Read his Book:
Prosperity in the Age of Decline
Print and ebook, Amazon and Barnes & Noble
Michael Shea is the President of AdviCoach, a company focused on helping privately held businesses improve their business performance.
Questions Answered
1) So exactly what is the owners trap? 2) If a listener feels they are in the owners trap how can they get free? 3) A lot of business owners I know really love what they do, what is the downside of spending all of your time and energy in your business?
Contact Info
Website: www.mshea.advicoach.com Email: mshea@fsbiapps.com
Steven Snyder is a CEO Trainer, helping people reach paradise and attain emotional management. Today, Steven will discuss how his methods can help people become better, faster, smarter and happier.
Questions Discussed:
1) What is the state of Focused Passion?
2) How do people become better, faster, smarter and happier?
3) What is your lifelong mission?
Contact Info:
Email Address: steven.snyder@mac.com
Website: www.focusedpassion.com
Harley Bjelland is a Top Employee Benefits Attorney providing counsel for retirement plans, health plans and executive compensation plans.
Questions Answered:
1) Why do people need a benefits attorney? 2) What kinds of things do you help people with? 3) What are the worst examples of problems with clients?
Contact Info: Website: TheErisaLawFirm.com Email: harley@TheErisaLawFirm.com
Michael Caroff of Caroff Communications explains digital marketing in clear terms and explains why your Pay Per Click campaign is not a Do-It-Yourself project.
John Anderson of the Glowan Group shares his insights and tips for business owners who are preparing for the future sale of their business.
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Jim Mosquera of Sentinel Consulting describes how Blockchain is coming and what you can do to prepare.
Vince Mastrovito is the Owner of Prometis Partners Inc, a business coaching and exit planning firm. In this interview we discuss common causes for Family Business conflicts and how to address them.
Chris Kramer, Managing Director, Strategic Equity Group discusses the decisions and strategies that go into an exit plan and the critical importance of preparing well in advance to have the best options.
Help Chris out - Click the LinkedIn button to Share this interview with your contacts!
Harry Barth is the Founder and Senior Managing Partner for BarthCalderon, LLP and is the co-author of the book, Planning Today For All Your Tomorrows. He is a nationally recognized speaker on estate, business and asset protection planning to many incredible organizations across the country including: Vistage International, Women Presidents’ Organization, Young Presidents’ Organization, Tiger 21, Quaker Oats, Entrepreneurs Organization, California Society of CPA’s and many more.
Harry has over 40 years of experience counseling business owners and their families, corporations and franchisees nationwide. Harry has distinguished himself by being an asset protection advocate and his workshops have helped thousands of families and businesses protect their assets they have worked so hard to build.
In this interview Harry reveals why the field of Asset Protection is about to become very popular and he outlines some easy steps to get started.
CEO of Extraordinary Advisors, Todd helps his clients ditch their comfort zone, dive into their “failures,” and re-frame their mindset to be more authentic, transparent, and vulnerable to affect real change along the path to success.
In this interview Todd gave some great tips on how to initiate necessary changes in your life (or your business) and also helped with knowledge about how to find and keep great talent in these difficult times.
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Ken Sanginario is the Founder of Corporate Value Metrics, LLC and he has developed a cloud-based tool to help business owners increase their business value by 50-100% over the next 3-5 years. Go to his website to find out about the "Value Opportunity Profile".
Smart Advantage is the only marketing and management consultancy focused exclusively on identifying and communicating the most important element of successful competition – your competitive advantage – from your target market’s perspective. Today, we will be discussing the importance of differentiating yourself from your competition.
Questions Asked:
-
What prompted you to write your book, Creating Competitive Advantage?
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What does Smart Advantage do and who are your ideal clients?
-
What results do your clients see after an engagement with Smart Advantage?
Contact Info:
Website: www.smartadvantage.com and www.jayniesmith.com
Email: jsmith@smartadvantage.com
Bonus Material:
A set of books, available on Amazon and Barnes & Noble.com. "Creating Competitive Advantage" and its companion book, "Relevant Selling".
Vince Mastrovito of Prometis Partners once again shares valuable insights for closely held business owners.
Janna Hoiberg is a well-known author, speaker and award winning Executive and Leadership Business Coach with over 30 years experience in managing and operating successful businesses. She has helped businesses with needs varying from increasing profits, improving systems, strengthen teams and executive leadership, and fiscal growth. Janna is in the business of helping people “change the way they think about business!”
Find her book at her website and on Amazon - The Family Business: How to Be in Business with People You love - Without Hating Them.
Questions Discussed:
1) What makes Innovation hard in a family business? 2) How is accountability different in the family business? 3) When should family start the succession planning?
Contact Info:
Email: janna@jannahoiberg.com
Website: www.jannahoiberg.com
Morrie Shechtman is a Chairman at Fifth Wave Leadership, a Human Capital Consulting Group. Today, he will discuss how to eliminate mediocrity for your company.
Questions Answered:
1) What's the only competitive advantage left? 2) Why do most leaders & their companies underachieve? 3) Why are there no "business problems"?
Contact Info:
Website: fifthwaveleadership.com Email: morrie.shechtman@gmail.com
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!
Katharine Halpin is in the business of accelerating the growth of companies before, during and after transitions and transactions.
Questions addressed:
What is the #1 thing Business Owners can do to accelerate the growth of their company before they prepare for the sale?
When is the 'right time' to tackle that?
How in the world do you know if you do or do not have the right people in the right roles, focused on the right priorities?
Special Offer! Complimentary, Confidential Consultation available for anyone who hears this message. Just call Katharine Halpin at 602-266-1961 or email K.Halpin@HalpinCompany.com or go to our website www.HalpinCompany.com My book, Alignment for Success: Bringing Out the Best in Yourself, Your Teams and Your Company is available on Amazon.
Using Common Sense is a sure fire way to prepare your company for the future. Vince Langley uses his expertise to ensure that companies are engaged and that both employees and business owners take ownership of their jobs. Questions Discussed:
How can a business owner build a culture of independence vs dependence? How can we build a culture of accountability and ownership? Contact Info: Email Address: alaskavince@gmail.com Website: vincelangleyresources.com
Peter Mehit is the owner of Custom Business Planning and Solutions and is author of ‘Killer Business Plan – Why You Need It, How To Write It’.Website: www.custombps.com
Please share this interview with your Social Media contacts!
Mike Aguilera is the President of Aguilera & Associates, an international training and coaching company specializing in rapport and communication skills to help you get more yeses.
Questions Answered:
1) Who would benefit from your system of training?
2) What makes your system different from other communication models and training?
3) Is it easy to learn and apply?
Contact Info:
Website: http://www.MikeAguilera.com
Email: mike@mikeaguilera.com
In 12 years of owning multiple small businesses, Sean Adams felt overwhelming stress stemming from the government and banks having control over his income. He consumed hundreds of books, interviews, and courses to learn as much as he could about finance and discovered the ultra-rich had insider knowledge about protecting and growing wealth. Sean made it his mission to distill down these secrets and make sure everyone had access to them. This led him to found Leveraged Life Management in order to help other professionals leverage a time-tested wealth-building strategy of the ultra-rich.
Questions we discussed today:
- How/where the wealthy warehouse their cash to get guaranteed growth on their money?
- How can aging business owners ensure a legacy plan for their company and the next generation?
- How can business owners protect their hard earned cash from bankruptcy creditors and litigators?
Mark Wald is in the business of outsourced bookkeeping and is going to talk about how Supporting Strategies is revolutionizing accounting operations for startups and small businesses.
Contact Info:
Website: http://www.supportingstrategies.com/la Email: mwald@supportingstrategies.com
Bonus Material: Informational webinars available: http://www.supportingstrategies.com/webinar
Brian Johnson is the Founder and Owner of Main & Johnson, a Charlotte, North Carolina, based Business Consulting & Coaching company, aimed at seeing small to medium-sized businesses thrive, not just survive. Brian is a persuasive and adaptable top-performer who is skilled in establishing, managing, and mentoring key executives and business owners as well as individual contributors in a business. He has a passion for changing the cultural fabric of people leadership, marketing, and sales in companies by empowering teams to exceed goals.
Questions and topics we discussed:
- What got you interested in owning your own business and consulting that pulled you from the corporate world?
- What ways do you identify businesses to understand their current situation and when they should be planning for their exit?
- How do you best engage with businesses to get them to the exit they seek?
Growth strategies in challenging times • The airline analogy for business • Growing through the scale hurdles • Getting out of your own way in business • Building an Exit Strategy for your business • Effective ways to increase price in your business • Not all customers are created equally
Dr. Paul Schempp is a Professor at the University of Georgia. He is a research professor who studies experts and the development of expertise. Dr. Schempp has identified that a common characteristic among experts is having good mentorship. He has studied hundreds of experts and authored the book "5 Steps to Expert: How to Go from Business Novice to Elite Performer."
In his interview, Dr. Schempp dives deep on the value of mentorship, especially for those nearing their business exit. Mentoring a protege can help pass your values onto the next generation, and meanwhile, proteges seeking expertise will greatly benefit from having a mentor - the relationship is symbiotic. For our listeners who may hope to one day begin an expertise-based practice, Dr. Schempp also shares some tips to help you achieve elite performance levels. We all have the ability to achieve mastery, and guidance is essential in that journey, so don’t miss Dr. Schempp’s advice on attaining the level of success you desire.
1-Minute Sections:
- 5:23-6:18: Informal relationships between mentors and proteges can be most effective.
- 10:52-12:00: Tips for identifying good proteges and transferring your values to the next generation.
- 15:02-15:58: The greatest experts are not necessarily the greatest mentors.
- 18:45-19:42: Speaking about "5 Steps to Expert: How to Go from Business Novice to Elite Performer"
Tom Gledhill of www.murphybusiness-ne.com discusses the most important tasks a business owner can undertake in the 2 years preceding a sale or transition.
Tom has written 2 books: "Position Your Company for a Premium Exit" and How to Sell Your Company and NOT Leave Money on the Table" (both are available at Amazon Books
Katie Wagner of Katie Wagner Social Media clearly explains the best strategies to get potential customers to your website.
Please share this interview with your Social Media contacts!
Jack Scherer is the President of SALESTALENT, a national sales recruiting and sales training company. Jack will discuss what it takes to hire proven talent and the current trends in hiring sales people. Questions Discussed: What are the 3 biggest mistakes in hiring good sales people? What really makes a great salesperson? What national trends do you see in hiring salespeople? Contact Info: Email Address: jack@salestalent.com Website: www.salestalent.com
Adrianna Smith and Lana Hout, Provisors members and Brokers at First Choice Business Brokers, specialize in industry-agnostic business sales for transactions under $25M. After meeting at USC, they found themselves continuously applying for the same finance jobs and eventually working at competing firms. They briefly worked at the same firm and ultimately seized the opportunity to start their own branch of First Choice Business Brokers together 6 years ago. Together, Adrianna and Lana help business owners prepare for sales by driving up their business value.
In their interview, we go in-depth about what to expect before and after a sale, as well as how to best prepare. Adrianna and Lana discuss the impact of COVID on buyers and sellers, as well as how to deal with some of the setbacks. They share powerful tips for driving up business value, common mistakes business owners make leading up to a sale, and ways you can become more attractive to buyers. Adrianna and Lana’s information will help you build a much stronger business, whether you plan to sell or not.
1-Minute Sections:
- 5:59-7:09: Impacts happening to sellers due to Covid and how they might prove value.
- 9:12-10:18: Some factors which can drastically affect the value of a business.
- 11:14-12:06: Flexibility can increase value as business will be more operable despite circumstances - becomes more attractive to buyers.
- 13:12-14:15: The necessity of incorporating technology in order to be more attractive to buyers.
- 16:46-17:41: Reasons why you shouldn’t scale back, and should sell your business at its high point.
Questions discussed:
For owners preparing to sell their businesses: what is typically their biggest challenge?
An Enterprise Value Proposition. That’s kind of a new concept. What does that mean to someone who wants to get the highest possible value for their business in the near future?
“Transition obstacles”? Can you give me an example?
Contact info:
Email Address glillian@reinventures.com
Website www.reinventures.com
Just a few years ago, Zack Boothe was a window cleaner. You can even find his window cleaning tutorial videos on youtube with millions of views. However, Zack always dreamt of being a real estate investor. Taking a leap of faith, he walked away from window cleaning, and within a handful of years, he was making over a million dollars per year from real estate investing. With his successful business, he now spends his time helping others see how simple it is to make money with real estate. Zack is here shares his insider secrets to finding massively discounted properties regardless of your experience level.
What we discussed during this interview: What took Zack from a struggling real estate investor to a thriving real estate investor • The most common mistakes people make when getting started in real estate investing • Why Zack decided to get into coaching and mentoring other investors • The best strategy for finding discounted properties • Once you find a discounted property, how to implement the perfect exit strategy in order to make the most money
Greg Nutter from Soloquent Inc, helps small and mid-sized business owners solve revenue growth problems for companies that sell products or services either through a direct sales force or through a reseller channel. Please share this interview with your Social Media contacts!
Dr. Zach Schaefer, Founder and CEO of Spark the Discussion, is a talent optimization and behavioral science expert. Dr. Z is also an award winning professional speaker and recently retired tenured professor. His mission is to help companies execute their goals with excellence. Dr. Z has important insight to share with business owners regarding team building and finding a suitable successor.
In his interview, Dr. Z discusses behavioral science and its application in the workplace. Culture can make or break a company, so building the right team should not be taken lightly. Dr. Z explains some behavioral science assessment tools and how they can be used to optimize your teams. He also shares some musings from his fascinating book, “American Creativity.” Your carefully chosen team can help your business grow even after you’ve left the business, don’t miss Dr. Z’s tips for building the best team you can.
1-Minute Sections:
- 5:36-6:20: How behavioral science applies to the workplace.
- 6:50-7:53: The shocking accuracy of behavioral science tools.
- 9:15-10:19: Characteristics of a good successor.
- 11:21-12:34: Tips for smoother transitions within family businesses.
Coach Dave has educated audiences on professional sales and the magic of sales management. Celebrating his 20th year coaching companies and individuals all across North America, Europe and Australia. Sharing his message through public speaking, consulting, coaching and his newly released book, “Growing Rainmakers.” The coach believes that successful sales managers put systems and processes in place, set solid expectations, hold people accountable, focus on growing people and base it all on his simple formula for success.
Currently his team at Impact Sales Coach are extremely busy hosting “Virtual Workshops” and "Virtual Sales Mastermind Groups." To insure success from these group sessions, the ISC coaches follow-up with business owners, managers and sales producers one-to-one in their highly successful mentorship program... “Coffee with Coach.”
Here are some of the questions we discussed the answers to: 1) What is the method to the magic in sales and/or sales management? 2) When is the right time to make changes and invest in their sales teams, especially now during the pandemic? 3) How long will it take to make a significant change in our sales?
Visit his website at https://www.impactsalescoach.com/ and Get Your Free Copy of the Personality Styles Sales Guide!
Barbara Turley started The Virtual Hub Ltd to help busy business owners get their life back. She offers several great tips and strategies for how to effectively do just that with virtual assistance.
Carol Marzouk is always fun to have on the show. Here she shares some stories that illustrate how owners can sometimes be the worst enemy of the value of a business. If you hear her describing you in this episode - call her immediately! Here's her website link: click here
Ed Eppley, Owner of The Eppley Group, has worked it from all angles, and joins us ince again as he shares important information for leaders of all sizes of businesses. He's also got a book out called "Let's Be Clear".
During this interview, Ed shares a link that you may find interesting. Here it is: https://www.perthleadership.org
Bruce McCombs, Mentor with SCORE in Orange County, discusses tips and ideas for building your business based on a solid marketing strategy.
Having advised numerous business owner families, Paul West shares his insight on some key personal mistakes business owners miss out on due to focusing on wrong activities.
Paul received his Bachelor’s degree from the University of Nebraska-Lincoln and earned his MBA from the University of Nebraska-Omaha. Paul and his wife, Courtney, have three children, twins Cecilia and Liam, and son, Louie. Paul enjoys golf, traveling, hiking and rooting for the Huskers.
Questions we addressed:
- What are the top mistakes you see business owners making today?
- How do you help business owners know when enough is enough?
- I see that you are a CAP (Chartered Advisor in Philanthropy) in addition to a CFP (Certified Financial Planner). Why do you think that's important?
2 Special Offers: - Election Protection portfolio defense review. If you are concerned about the election and impact on portfolio, we can share a complimentary risk analysis. - Complimentary Business Owner exit planning assessment. Our team will help you assess your long-term readiness approach.
Catherine Mattice Zundel, founder of Civility Partners, discusses the difference between bullying and harassing and how to transform a negative work environment in a positive one.
Click here to read this episode's transcript.
Anthony Mulkern, President of Mulkern Associates, helps CEOs, founders, and business owners increase their enterprise value through executive leadership training. Tony has over 30 years of experience as an executive coach and business consultant. He helps ensure that businesses which eventually go to market become part of the 20% that actually sell. Tony’s expertise will help you position your business to become far more valuable to buyers.
In his interview, Tony describes some of the many reasons that a majority of businesses never sell, and how you can get yourself into the category of those that do sell. Many business owners don’t realize that what they’re selling is an earning stream. He explains a bit about his methodology in coaching entrepreneurs on how to improve their enterprise value, and therefore become more attractive to buyers. Get a pen and paper ready for Tony’s extremely valuable tips.
1-Minute Sections:
- 4:17-5:34: An example of a reason why 80% of businesses that go to market do not sell.
- 6:14-7:11: Explaining why it is a problem if you wait too long to sell.
- 8:23-9:31: Why you need to be aware of potentially inflated business valuations.
- 14:14-15:17: Common mistakes that entrepreneurs make when hiring executives.
- 18:50-19:45: Some characteristics of businesses that will sell.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Merry Neitlich, Provisors member and Founding Partner of EM Consultants, assists firms and individuals with turning brands into sustained business development opportunities. She has been a business development consultant for over 25 years, specializing in only professional service providers. Merry is here to provide expert advice on communication and marketing. In a time where content fatigue is rampant and people are thirsting for the next step, Merry has tips to combat this increasingly common issue.
In her interview, Merry stresses the importance of staying current, and branding in a way that goes beyond just providing good service. Now more than ever, it is essential to walk the walk when it comes to diversity and inclusion. Merry suggests that in order to effectively communicate and market your brand, your strategies should be based on the needs of your client. It is critical to get in touch with your clients, and to do so in a way that doesn’t exhaust them. Merry sheds light on what the new normal may look like, as well as ways to improve your online presence both on LinkedIn and Zoom. Merry’s expertise is extremely relevant and helpful in navigating the post-COVID world, be sure to tune in to her interview.
Link to “Standing Out in the New Norm” - https://www.jdsupra.com/legalnews/standing-out-in-the-new-norm-be-the-72665/
1-Minute Sections:
- 3:54-5:06: What do clients really want? Merry shares methods to beat content fatigue.
- 11:02-12:12: Importance of mixing up media when sharing messaging with clients.
- 12:55-13:57: Necessity of putting the client’s needs first.
- 16:16-17:05: Are you walking the walk and talking the talk when it comes to diversity and inclusion?
- 21:50-23:01: Potent tips for enhancing your image on video conference calls.
We've built a special collection of 20-minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Did you ever wonder how some teams seem to be firing on all cylinders and others are limping along? Learn from Pam Reyes, Business and Leadership Advisor with over 20 years experience leading cross-functional teams, how you can build cohesive high performance teams based on strengths to increase profitability and reduce turnover.
Website: www.pamreyes.com
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com
Chris Ruisi, founder and CEO of The Coach’s Zone, is an experienced business coaching professional with an exceptional record of leadership in both large and small businesses. He mentors and guides executives and business leaders to find their “stretch” point to learn the full measure of their capabilities. He helps them to “master being comfortable feeling uncomfortable.” His book “Step Up and Play Big: How to Be Exceptional in 8 Simple Steps” has received wide recognition as being a practical tool for anyone who desires to achieve more.
Questions Asked:
- Can you sum up what those 8 steps are?
- Why is following the crowd a bad thing?
- What is self-sabotage and why is it harmful?
- How do employers punish their best employees?
- How do mistakes actually help you? Contact Info: Website: http://www.chrisruisi.com/ Email: chris@thecoacheszone.com
Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Click here to read this episode's transcript.
Steve Goodman, CEO and Founder of SHG Planning, has over 30 years of experience in business succession planning. His firm specializes in high-end, sophisticated business succession, estate planning, for high and ultra high net worth individuals. Steve enjoys the uniquely interesting challenge that comes with helping this level of client, both technically and emotionally. Steve’s goal is to make sure nothing is overlooked in your wealth transfer.
In his interview, Steve helps humanize and demystify this daunting process. Many people think not planning is easier than planning, as it may cause turbulence within the family, however not having a plan can cause even more family discord. Steve gives a few practical examples of common mistakes made during the planning process, and how individuals may be impacted by them. He also stresses the importance of deeply understanding your unique situation so your wealth and assets can be best managed. The insight Steve offers regarding the human side of estate and succession planning is indispensable.
1-Minute Sections:
- 5:25-6:28: A common reason people avoid exit and succession planning.
- 9:58-11:10: Problems that could arise when multiple children are involved in the family business.
- 15:12-16:14: A practical example of why planning is essential.
The KPI Guy is dedicated to bringing actionable KPIs to small and medium business. We turn data to dollars by designing, implementing and optimizing business performance metrics. You can't manage what you don't measure. Website: kpiguy.com Email: paul@kpiguy.com
Kathy Fettke is the CEO and Founder of Real Wealth Network of Malibu, CA. Listen as she discusses how she started investing in real estate out of necessity and her insights on how you can build your own portfolio.
John Murphy and David Horwich of JK Murphy Advisors discuss some of the most important planning techniques that business owners should consider.
Peter Mehit is the COO of Custom Business Planning and Solutions. Today, he will discuss the most important times to have a business plan.
Questions Answered:
1) What are the three times you need a business plan? 2) Why is it important to focus on your exit early? 3) What can people do if they are nearing the time they want to get out of their business and they haven't planned?
Contact Info:
Website: www.custombps.com Email: pmehit@custombps.com
Reb Risty of www.ReblMarketing.com joins us once again to discuss ideas for refreshing your marketing efforts.
Kresimir is a securities and mergers and acquisitions attorney. He helps his clients maximize the value of their business at sale.
Questions Answered:
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How do you help your clients plan ahead before a sale?
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When is the right time to begin planning for a sale?
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What are some of the most common mistakes business owners make in the sales process?
Contact Info:
Website: www.kpehardalaw.com
Email: kresimir@kpehardalaw.com
Michelle is an accomplished Author, speaker, communications trainer, executive coach and CEO of ExecutiveEssentials. Today she will explain what Relationship Networking is and why is matters to your personal and professional results. Please share this interview with your Social Media contacts!
Marvin Smith is the Owner/Principle of Deliberate Synergy. Deliberate Synergy is a company that focuses on bringing innovative thinking to people, products and organizations.
Questions Answered:
1) What makes having innovative thinking a desired leadership competency? 2) Where can innovative thinking be applied? 3) What makes you a unique resource?
Contact Info: Website: www.deliberatesynergy.com Email: marvin_smith@comcast.net
Sometimes growing sales is counterproductive to growing the sale value of your business. Ken Sanginario explains.
Aaron's 30+ years of experience in representing tenants in lease transactions shows in this interview.
Jamie shares her incredible life journey with us and shares great lessons she has learned along the way.
Dynamic Peak Performance training, consulting and speaking - with a unique integrative approach blending
psychology, body-mind fitness, professional golf and martial arts expertise, and entrepreneurial energy.
Questions answered:
1) Your work is very 'experiential.' What does that look like, and why do you feel that is such an essential
element in your talks and trainings?
2) Can you tell us more about Somatics, and why both a mind and body approach to mastery is especially
important in our cyber-age?
3) Do people have to be into martial arts to benefit from your work?
Contact info:
Email Address Jamiesensei@thekiaiway.com
Website www.thekiaiway.com
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com
Lynn: I know most newer CEOs think of marketing as “the tactics”, it’s advertising, public relations, it’s social media, it’s an email marketing campaign, but for marketing strategy there are three pieces: research, foundation, and then tactics and campaigns. And those marketing tactics are what I just talked about, advertising, PR, et cetera. And they should come last after you’ve done the other work. So, taking a firm’s strategic plan for the next three to five years, with an exit strategy defined, and then looking at the business plan for the upcoming year, what goals and objectives do they have outlined for the business in order to achieve their strategic plans, we’re gonna develop a strategic marketing plan to help meet those goals and objectives, and the first step in that is research.
Stephen Lynch is the Head of Strategy and Consulting at RESULTS.com. RESULTS.com provides management dashboard software to help you to engage your employees - and achieve your company goals faster. Questions Answered:
1) What are the most common problems that hold companies back when it comes to executing their strategic plans? 2) Many companies do take on too much. How do you help them prioritize? 3) You are a big advocate of having 1 on 1 meetings with employees every week. Tell us more about why these are so important? 4) What should a manager do when you have an employee who is struggling? Contact Info:
Website: www.results.com Email: stephen.lynch@results.com
Z. Christopher Mercer, of Mercer Capital, discusses the importance of having a thorough Buy-Sell Agreement in place to protect what you work so hard to build. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net
In this 20 minute interview, Terry Shope, Principal - MPL Consulting,Inc. discusses several ideas and strategies for Business Owners who are starting to think about their future sale. This interview has many tips that you can put into play right away!
David Avrin is a consultant and keynote speaker on Marketing and Branding. Today, he is going to talk about how to build and position your business for growth or acquisition. Questions discussed: 1. The marketplace has changed in recent years, what does this mean for business owners and professionals? 2. How has social media changed the landscape? 3. What makes a business attractive to customers or potential partners? Contact info: Email: david@visibilitycoach.com Website: www.visibilitycoach.com
Jillian Murphy is a Speaker for Vistage and The Syncretics Group. The Syncretics Group is a consulting firm specializing in leadership, executive coaching, and teamwork development through the use of drawing comparisons to compelling, true survival stories. The lessons learned at “The Edge” can be applied to business and help put operational challenges into perspective. Keeping the long term goal in mind is critical whether it is for survival or for achieving business goals.
In her interview, Jillian shares some adventure stories from a few flagship books where people came together, beat the odds, and managed to overcome extremely dire circumstances. The lessons learned by understanding their trials and tribulations can be universally applied, but help make drastic improvements in business situations. Jillian shares some powerful tips that help with achieving long term goals and stresses the importance of tenacious creativity. Jillian’s insight is relevant to everyone and can help dramatically improve your results, don’t miss her fascinating interview.
1-Minute Sections:
- 5:08-6:10: Some metaphorical but practical strategies for both leaders and teams.
- 7:50-8:46: These survival challenges put business challenges into perspective.
- 9:30-10:34: Vision and victories - set short term goals that lead you to the long term goal.
- 12:02-12:55: Optimism and reality - be positive and confident, while staying grounded in reality.
Dale Robinette is a Business Growth Strategist and Scaling Up Expert. He helps executive teams maximize revenue with a practical business operating system called RevX Formula. This formula is designed to reduce the time it takes to manage a business while also achieving 2X revenue, 3X profitability and 10X valuation.
Our RevX Formula is achieved through the following services: - Growth Assessment - Business Assessment - Financial Assessment - Execution Tools - Executive Team Professional Development - Strategic Planning
Mike Koenigs is an unemployable serial entrepreneur with a high-school education whose obsession with taking apart gadgets to figure out their inner workings started as soon as he could crawl. He quickly learned he has the attention span of a bag of gnats on amphetamines. His curiosity in tech, psychology, entertainment, storytelling, entrepreneurship, marketing, and spirit has taken him to Uganda where he witnessed a woman dying of AIDS in a mud hut to the great pyramid in Egypt where he chanted in the king’s sarcophagus with Deepak Chopra and Wayne Dyer. He has played the didgeridoo in an IMAX movie, produced a feature film, started and sold five businesses from scratch, survived stage 3A colorectal cancer, and created a video game that shipped with six million boxes of General Mills cereal.
He believes entrepreneurship is an international language of peace, opportunity, freedom, and abundance.
Mike lives in San Diego, California on the beautiful beach of La Jolla Shores with his wife of 20 years, 18-year-old son, who is on his way to CU Boulder, and Lola, their sweet fuzzy kitty.
@MikeKoenigs Everywhere
Rickard Hansson, Incentive Corp. suggests that, rather than holding their wisdom inside, that if key employees shared their ides and methodologies it could spark creative collaboration that could create new and improved ideas for company growth. Our Exit Coach Network features several other Shows on a variety of topics. Go to www.ExitCoachRadio.com and click on "Exit Coach Network" under the "LISTEN" section.
Transcript:
Rickard: I want to drain the brain of the co-workers and get no so dependent on key-persons, because you are, and they know that they are the key things, so that's where we want to attack, in some sense. When you implement this, you have to make sure everyone is on board. Typically in the beginning, you have to get the ambassadors, people who want it, early adopters, as soon as possible, because the key persons, the key employees, are usually the last ones because they want to keep their knowledge because it's a part of their power. Of course, you're part of the company because you know something, and you're obviously a key player, but holding that information isn't a part of that, because if you hold that information, I think you stop evolving, as well. But if you bring the things you have to the table, and put it into our system, you will, as a key person probably progress, educate yourself, and bring more to the table, and the company will also be up to speed in terms with the knowledge and discuss new ideas, and move even faster than their competitors.
Get your notebook ready for our interview with John Boyens, of Boyens Group, Inc. John is a bona fide expert in sales and management consulting and training. After over 20 years in the corporate world running sales and marketing for various Fortune 1000 companies, he and his wife co-founded their company. They specialize in sales productivity, management leadership effectiveness, and business strategy.
John has repeatedly made the top 100 productivity experts to follow on Twitter and has some truly indispensable knowledge to share. As a leader, it is critical to focus on strategically growing the business, rather than just tactically running the business. In addition to discussing 6 strategies for market dominance, John also emphasizes why business leaders should leverage their strengths and outsource their shortcomings. John’s exuberant knowledge is absolutely essential to anyone hoping to dominate their market.
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Randy Noe is an experienced Leadership Coach who has recently authored "Leading Well: The Essence of Wholehearted Inspirational Leaders". He shares tips and thoughts for you to become a better leader
Tess Cox, Principal of Tess Cox and Associates, has a myriad of skills, but ultimately aims to assist others in personal and professional transformational change. She believes that choice, not chance, determines your destiny. Feedback is crucial to self-awareness, and self-awareness allows us to grow more effectively. Coaching is essential to maximizing our potential.
In her interview, Tess not only shares the 5 C’s of leadership, but also redefines the term leader. She stresses the importance of work-life congruency and aligning both to fit our personalities. Above all, Tess discusses the need to have a well-defined personal philosophy in order to continually make more confident decisions. Tess also shares a few examples of how she has helped her clients experience the outcomes they desire when working with and influencing others. The wisdom shared by Tess could improve your entire life, as well as your business, and should not be passed over.
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017. Ms. Soldano is now a Family Business and Family Office Consultant working directly with families herself.
Today, we talked about the recent Family Enterprise USA 2020 Annual Family Business Survey - concerns and trends of Family Businesses. Read the survey at www.familyenterpriseusa.com
Mary McElhattan tells us something we need to hear repeatedly as business owners!
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Michael Wood of Legacy Planning & Associates describes how you can be assured that you are on a tried and true path to an exit that fits your needs.
Sean Ponist, Owner of The Law Offices of Sean Ponist, has been in Criminal Law and now is a Civil Litigation Attorney. He talks about his experiences and what you should know in the event you need an Attorney.
Leslie Groene is the President of Groene Consulting in Huntington Beach, California. Today, she will discuss how your business can develop top line growth.
Questions Asked:
1) How does someone prioritize selling activities? 2) Why is having a goal and creating a plan so important? 3) What characteristics are crucial for today's business develop professional?
Vistage Speaker Julie Anderson of Your Best Mind helps inspire positive changes in her clients by using a scientific approach. After studying psychoneuroimmunology, she created Your Best Mind as a medium to bring this mind-improving information to people of any background. Her work focuses on the science behind the psychology of why we are the way we are. By understanding our brain’s natural tendencies, we can use better practice when communicating.
Julie discusses the notion that we all have different brain personalities and how this can contribute to misunderstandings in the workplace. She urges business owners to look within before identifying problems with the group as a whole. A vast majority of employees don’t feel they are a part of their company. Communication tailored to brain personality may help in succession planning as employees will feel more connected and more likely to stick around. This information is something that could make or break your company over the course of years, don’t miss out on Julie’s interview.
Clair Billingsley is a much-in-demand Speaker for a very simple reason - she helps Leaders develop thought and communication techniques that go beyond the competition.
Contact info:
Email: BillingsleyConsulting@gmail.com Website: www.BillingsleyConsultingGroup.com
Wayne Breitbarth is the Founder and CEO of Power Formula, a company that helps businesses and individuals maximize their efforts on LinkedIn. Website: www.powerformula.net
George Wunderlich is the Executive Director at the National Museum of Civil War Medicine. In addition to being a museum, the site is home of the Letterman Institute which specializes in advanced military medical management training and corporate management and mission awareness training.
Questions Asked: 1. Your training is based on mission, sub-mission, and submission...what is the difference between sub-mission and submission? 2. What are the similarities between military medical and corporate management training? Contact Info: Email: george.wunderlich@civilwarmed.org Website: www.civilwarmed.org
Dan DeMuth is an author, PGA golf professional, and owner of Secrets of the Golf Whisperer. He uses his professional skills and experiences to help show business owners the power of focus and how interactive learning promotes effective change in people.
Website: www.secretsofthegolfwhisperer.com
James Wittmack is a Master Strategist at IntelliVest Advisors. James helps small to medium size companies prepare for exit by driving profitability through operational efficiency.
Questions Answered:
1) What's your most interesting funding story? 2) What's your most interesting turn around story? 3) What's your most interesting start up story? Website: intellivestadvisors.com
Email: jwittmack@intellivestadvisors.com
Ryan Smith, Principal and Founder of ThinkSBA.com, helps individuals and business owners with financing and understanding SBA funding. Before landing on the banking trajectory, Ryan served a stint as a minor league baseball player, and has since worked his way up the financial chain. He now helps people with SBA financing and aid in their learning how to acquire businesses and commercial real estate. In a field full of misconceptions, Ryan offers some much needed clarity.
In his interview, Ryan goes over the benefits of SBA lending and funding in great depth. He dispels some myths about credit score necessary for lending and clarifies other common fallacies regarding SBA financing. Ryan also discusses a variety of ways to begin an acquisition even if you previously believed it to be impossible. In dealing with a huge milestone such as an acquisition, it is essential to have an expert in your corner, so be sure to listen to Ryan’s interview for his SBA wisdom.
1-Minute Sections:
- 4:04-5:02: Misconceptions about credit score required for SBA lending
- 6:51-8:06: Begins to list 10 reasons for SBA 7A loan
- 10:30-11:31: Advantage of SBA evident through ability to lump real estate into loan
- 16:44-17:47: Example of a situation where a key employee is taking over business ownership
- 20:16-21:16: Where to start if a seller is helping a buyer with acquisition
Questions Answered:
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What is the biggest bottleneck in a business?
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What toll has the last 5 years (since the global financial crisis) taken on the business owner?
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What is the 1 thing that a business owner can do RIGHT NOW to begin growing their business?
Contact and Offers:
CarlGould@7StageAdvisors.com for a FREE Business Analysis or Call 1-877-GO-7-STAGES
Carl's Book can be found on www.The7StagesOfSmallBusinessSuccess.com..and see Carl's video interview of each of the 7 Stages
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
David Sherak discusses some of the many provisions of a Buy-Sell agreement to consider, especially the impact on your family and Estate Planning and Banking Relationships.
Stephen Lynch is the Chief Operating Officer of RESULTS.com. He is a “Kiwi” (New Zealander) living in San Francisco. He is responsible for researching and developing the strategic planning and business management practices that are incorporated into the RESULTS.com management dashboard software. Stephen is the author of the award-winning book: Business Execution for RESULTS -a practical guide for leaders of small to mid sized firms. His book was judged Winner in the "Management" category of the USA’s 2014 Small Business Book Awards. He has had articles published in The Economist, and has personally consulted with the leadership teams of hundreds of client firms around the world, and writes a weekly email newsletter that has over 40,000 business leader subscribers around the globe. RESULTS.com are a growth firm with offices in the USA and New Zealand. The methodology they teach clients is the exact same methodology they use to run their own business.
Questions discussed: 1. What are some of the biggest challenges or mistakes you see in the area of strategic planning for SMB's? 2. Many companies seem to struggle in terms of figuring out the right things to measure as far as key performance indicators, do you have any insights you can share? 3. We all know the importance of goal setting. What are some of the best practices you have observed in how companies can set and achieve goals more effectively?
Contact info:
Email: stephen.lynch@results.com Website: www.results.com
John "Murph" Murphy, founder of JK Murphy Advisors, specializes in helping business owners be prepared for all kinds of circumstances leading up the sale of a business. So what should an owner have prepared to discuss in case a serious buyer calls? Listen in to find out.
Dolores is the founder of Masters in Clarity, a full-service digital agency that believes being a Favorite brand is more valuable than just being a Famous one. They craft beautifully useful, connected ecosystems that grow businesses and build enduring relationships between brands and humans.
We discuss how Dolores and her team guide their clients to:
• Communicate their message in an engaging way… they call it the TED way
• Design a growth strategy that is aligned with WHO they are as entrepreneurs, what flows naturally… this is where their coaching skills come in
• Take consistent ACTION towards implementing their strategy and growing their business… this is where their MUM skills come in keeping YOU moving forward
Joining us today is Andy Cagnetta, CEO of Transworld Business Advisors, the largest brokerage system in the world. A skilled negotiator and recognized national trainer of negotiation techniques, Andy specializes in mergers and acquisitions, valuations and franchising. He’s the man to talk to when it comes time to buy or sell a business.
Some of the areas we cover in this interview: What is the current marketplace like for buyers and sellers? What should business owners be doing now to prepare for their exit? You like to be involved in your community, tell us more?
Be sure and listen to his podcast "The Deal Board"
House calls are back! Patricia Ryan, RN, MSN, ANP-BC an Adult Nurse Practitioner based in Palm Springs, CA. Business name is Crossroads to Care, Inc., a nursing corporation. She is an advanced practice nurse that provides medical house calls in your home--just like back in the day. Nurse practitioners can diagnose, treat and prescribe medications. They are RN first and continue schooling at a Masters' level, Board Certification and are eligible to have their own practice and patients. Patricia has been an RN for 10 years in several practice arenas and now a NP for the past 16. Original training in NYC and continued with Bachelors and Masters degree from University of Missouri, Kansas City.
Here are some of the questions we discussed:
What type of services do you do on a house call? Are these services covered by insurance? What other services do you offer?
TAB is a Peer Advisory Board that brings small groups of business owners together to discuss their most pressing challenges and in turn offer each other advice on how to overcome those challenges. Questions Answered:
- What are Peer Advisory Boards?
- How do Peer Advisory Boards help business owners?
- What are the most common challenges business owners face? Contact Info: Website: www.tabhuntingtonbeach.com Email: vcsigmon@tabhuntingtonbeach.com
Mary Anne Kochut, of Champions For Success, LLC., is an author, motivational speaker, coach, adjunct professor, and management development professional. She specializes in the areas of leadership, communications, executive coaching, change management, and career transition and is also skilled in group dynamics, consultation, and facilitation. After a lengthy stay in the corporate world, she eventually became a “reluctant entrepreneur” and went on her own, rather than continue fitting into someone else's mold. Mary Anne’s passion is inspiring others to be productive and live the life they truly want to, evident in her book “Power vs. Perception: Ten Characteristics of Self-empowerment for Women.”
Mary Anne always encourages the people she coaches to be unstoppable. In her interview, she talks about the limitations we put on ourselves and how they stop us from attaining the success we desire. Mary Anne talks about inherent drives present in everyone, and how understanding these can help reveal your passions. She discusses some of her tried and true methods for reshaping people’s perceptions regarding what they may have previously considered to be impossible. Mary Anne’s inspiring conversation is useful to anyone hoping to shift their perspective and make the impossible possible.
Joining me again is Chris Larsen, the founder and Managing Partner of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. From there, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $225 million of real estate acquisitions. Chris is passionate about helping investors become financially independent.
Chris has some interesting perspectives about investing based on today's trends. Be sure to have a notepad and pen handy!
Stephanie is a Nurse who has witnessed dozens of end of life situations and has some very interesting insights to help you deal with your own situation and those you care about to help you be remembered for your planning instead of your lack of planning.
Rick MacBarron shares some financial planning tips from his many years of experience. Find his full interviews by searching in our index.
Transcript:
Bill: What's the buyer who's gonna buy your business, gonna look for in your business? Here's two great tips from Rick MacBarron.
Rick: The investment banking market is a nervous market, buyer's are very, very careful. So, again, when you present to the market, the business has got make a lot of sense. A buyer's gotta be able to look at the financials and understand it quickly, and not have to do a lot of digging around and, "can you explain this to me, please?" and, they don't want to ask a lot of those questions. Well, the other thing I see, Bill, is business owners just doing too many things, so that when a buyer comes along, the buyer's gonna say, "well, wait a minute, Mr. or Ms. Business Owner, you are the business." A company I'm working with right now in Wilmington, where we're intentionally bringing in a management team, so that when my client steps out, the buyer can look at it and say, "okay, this is a business I can buy, and it can continue running without the big guy still in the company."
Andrew Singer is the Chairman of Tannenbaum Helpern's Employment Law Practice Group. Andrew has extensive experience in all aspects of employment law and provides clients with a full spectrum of legal services, from every day counseling to complex employment litigation.
Contact info: Email: singer@thsh.com
Do you need tips about preparing to sell your business from a true expert? John Brown, the founder of Business Enterprise Institute (www.exitplanning.com) discusses how today's economic headwinds increase the difficulty of exiting your business on your terms and conditions.
Questions discussed:
1.how can owners overcome headwinds
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what needs to be done to overcome headwinds
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who can help
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Steve Medland is a Certified Financial Planner and co-founder of TABR Capital Management, an independent, fee-only financial planning firm based in Orange County, California. Today, he is going to talk about issues that the Millionaire Next Door faces.
Please share this interview with your Social Media contacts!
Stephan Liozu, Founder and Disruptor at Value Innoruption Advisors, is a designer of disruptive and innovative value and pricing strategies. With over 25 years in business, he noticed that people very easily get stuck in their comfortable, existing models, but leaders should constantly be innovating. Stephan defines disruption as learning to do things differently. Comfortability may be your enemy, and a bit of innovation can go a long way towards improving your bottom line.
In his interview, Stephan discusses common misconceptions in the field of pricing. While many business owners determine price based on cost, few base their pricing on the value brought to the customer. Stephan suggests moving from a reactive pricing approach, to a proactive pricing approach. Start catching more value in your market by working at the intersection of innovation and disruption, listen to Stephan’s expertise to learn how.
1-minute Sections:
- 6:27-7:35: Disruption and transformation, talking about unintentional approaches to pricing
- 9:09-10:20: Misconceptions in the field of pricing - cost-based vs. value-based
- 14:13-15:13: “Pricing Counsel” - establish a group dedicated exclusively to pricing, meet once a month
Barry Moniak, Vistage Speaker and Organizational Therapist at End in Mind, helps leaders build synergistic, independent teams and systems. Barry’s specialty is helping business leaders break free from the day-to-day and keep their focus on the end goal. His method for achieving this, is to help construct a business model which can run without the leader constantly needing to keep their hands on the wheel, allowing them to build an identity beyond the workplace and more fruitfully retire. By assembling the right team, the results can be far greater and more profitable than individual efforts could be on their own.
In his interview, Barry dives deep on the value of creating a culture of synergy. When done correctly, the sum of the whole can be far greater than its parts. Barry also talks about how exit planning should be viewed like flipping a house - you are aiming to build the best house on the block. By gradually letting go of the wheel and testing the systems you’ve built, you can ensure your company can keep running without you there and thus be more valuable to potential buyers. This information can help not only your business, but also everything about your well-being in life, you don’t want to miss Barry’s expertise.
1-Minute Sections:
- 3:39-4:38: Drawing analogies to business using the example of someone preparing for a backpacking trip, as well as pilots.
- 7:29-8:23: Discusses common business goals and “what would it take to make that reality happen?”
- 14:03-15:16: “Corporate structure, in a way, stole the heart and sole of humanity...” and Barry also redefines business.
- 18:54-20:15: Synergy, the sum being greater than its parts, and an analogy to basketball.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Kerri Salls is in the business of early exit planning for owners of private and family run businesses.
Linda Yates is the Founder of Linda H. Yates Coaching + Consulting Group. Today, she will discuss how you can achieve the image of distinction. Questions discussed: 1) What are some tips to step up our image? 2) How does our body language impact our profitability? 3) How can we create positive customer experience? Contact info: Email: linda@lhyatesconsulting.com Website: www.LindaHYates.com
Tawnya Gilreath of LA Business Pros talks about a 12 month Value Driver process they use to Guarantee a 30% increase in the value of a business from the time they initially value your business.
Transcript:
Tawnya: Basically, we put together a systematic process where we could help business owners that want to increase the value of their business before putting it on the market, and it is a 12 month program. Now, understand that some business owners are burned out and they don't want to wait 12 months. However, for those that do, we guarantee we will be able to sell their business for at least 30% more than the initial valuation when we started. So, when you think about that in terms of, if a business is worth $2M at the beginning, that means 12 months later, we guarantee that we're going to be able to sell it for $2.6M.
Bill: So, by working with you and you coming in and saying, "You've got to fix this, put processes and systems in place, work on all these different areas," they're going to drive up the value of their business 30% and you guys stand behind that?
Tawnya: We do stand behind that, and what we do is, let's go back to that $2M vs. $2.6M, let's say we only sell that business for $2.5M. Not only does the business owner derive the benefit of that extra half-million dollars in revenue from the sales price, but in addition to that, we refund all the consulting fees that he paid during that 12 month period, during that process. So it's absolutely risk free to that business owner.
With us once again is Joe Seetoo, Senior Vice President and Principal of Morton Capital Management. He has an extensive background as a chartered financial analyst, certified financial planner, and certified exit planning advisor, and works to create financial roadmaps that help his clients get the most life out of their wealth. Joe believes that a sustainable exit plan requires collaboration between all of a business owner's trusted advisors, which goes well beyond just focusing on investments or any individual area. In order to get a client where they hope to go, Joe knows he can’t be working in a vacuum and creates integrated plans tailored to each client’s goals.
In his interview, Joe emphasizes the necessity of business owners taking the time to educate themselves, and to not underestimate the exit planning process. He sheds light on the differences between a business that generates income, and a business that is valuable to buyers. If your business can’t be conducted without you, it is time to take steps to create systems that allow it to work without you, which in turn create value. Joe also shares insight on alternative investment strategies and focusing on elements you can control now in order to ramp up your valuation. Now is the time to scrutinize your bottom line and prepare yourself for the future, listen to Joe’s expertise for integrated, practical, and sustainable exit planning strategies.
1-Minute Sections:
- 5:10-6:19: Understanding clients more deeply and completely, then connecting dots to get to their goals.
- 6:59-8:01: Alternative investment strategies to benefit individuals more broadly and securely.
- 11:18-12:25: Identifying what we can and cannot control in exit planning - building value during Covid.
- 17:05-18:00: Our economy depends on proper exit planning - trillions may be at stake in the near future and well-informed succession and wealth transfer is crucial.
- 19:50-20:49: Don’t underestimate this process, take the time to educate yourself and create a proper team for successful succession.
In this 20 minute interview, John Brown, Founder and President of Business Enterprise Institute discusses some of the reasons why business owners put off exit planning, and why exit planning will be harder in the future for many business owners than it was 10 years ago.
Greg DeSimone of FocalPoint Business Coaching discusses how to think strategically about your business and stay on track with strategic initiatives.
In 2001, Charles Nenner founded, and is president of, the Charles Nenner Research Center. Mr. Nenner has provided his independent market research to the following entities all over the world: hedge funds, banks, brokerage firms, family offices, and individual clients. Mr. Nenner worked for Goldman, Sachs & Co in NY, from 2001 to 2008. Before that time, Mr. Nenner worked exclusively for Goldman, Sachs & Co. in London, where he served as a technical analyst for Goldman’s fixed income trading group from 1998 to 2001. From 1997 to 1998, he served as the head of trading research at Rabobank International, and from 1992 to 1994, he was head of Market Timing at Ofek Securities in Tel Aviv. Mr. Nenner served as Director of Research at Windsor NY between 1987 and 1989, and was a Financial Consultant with Merrill Lynch out of its Amsterdam Office from 1985 to 1987. Mr. Nenner initiated a system of pattern forecasting and securities analysis, and developed a computer program which takes many indicators into account, including Mr. Nenner’s use of proprietary cycle analysis. Mr. Nenner graduated from Maimonides College Amsterdam in 1972, and from the University of Amsterdam Medical College, where he earned his medical degree in 1984.
Jasmine Sandler is a global digital marketing and sales consultant and trainer in the areas of Online Branding, SEO and B2B Social Media. She has been the CEO of a Digital Agency since 2006, and has a niche service that she provides for CEOs and small business owners called Personal Branding Online. Jasmine recently published her 3rd book called "How to Brand Yourself Online Like A CEO" with a related Social Branding Course for business owners. Website: www.jasminesandler.com
Jim McComb, a Pathfinder at Wild Card Strategy, is in the business of helping others find certain success in an uncertain future. Wild Card Strategy evolved as he began to work with business owners, and found their biggest problem was dealing with future uncertainties. He specializes in working with leaders to strategically plan, develop, and execute business tactics that factor in plausible wild cards. Jim defines “wild card” as anything, either positive or negative, that may disrupt life as we know it, and therefore change the way we can do business.
Though Jim’s interview has been resurrected from a few years ago, his information is more relevant than ever. The only thing we can be certain of is constant change, and Jim proposes that by identifying possible wild cards, we can plan ahead and prepare strategies for these events ahead of time. The most successful people are able to anticipate the future and get there before their competition does. Jim shares various examples of forethought and innovation that led to revolutions in how we do things, as well as ways of looking at negative change as an opportunity for positive growth. Additionally, Jim shares the one thing that truly drives all business, and how you can find it. Jim’s impressive foresight and wisdom may be the key to growing and adapting your business in ways you never imagined.
1-Minute Sections:
- 5:56-6:51: In a chilling moment from the past, he talks of the ebola outbreak and how diseases can potentially affect business in the future.
- 9:13-10:14: Defining success in your own terms as a path to becoming a “winner.”
- 11:52-12:47: “Those who can anticipate the future and get there first are the winners...”
- 12:58-14:13: Describes “The Crystal Ball” - the one thing that will drive all business.
- 17:24-18:40: An example of how to find success despite the negative wild card event happening
- 18:58-19:56: What opportunities may be created by a plausible wild card? Disruption can fuel new ways of doing business - extremely relevant to today’s crisis.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Scott Hunter, President of Unshackled Leadership, helps leaders reach a mindset of success and helps improve communication within the workplace. Originally starting as an engineer studying law, eventually Scott was working as an IP lawyer but couldn’t keep a secretary and lost his wife. He knew something had to change, so he became devoted to learning all he possibly could about improving his communication and life skills. In an effort to turn full-time learning into a viable career, he founded his coaching company, Unshackled Leadership.
In his interview, Scott shares extremely valuable tips for more effective communication. When communicating, we all want to be acknowledged, appreciated, heard, and known, so the most important component of effective communication is being an empowering listener. Scott talks about the importance of turning off your own internal voice, and giving people your undivided attention. To Scott, success is based on having a group of happy, excited people working towards a clear, common vision they’ve all committed to. Scott’s information is vitally important to helping improve your own attitude, as well as employees’ perception of their workplace.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Brynson is the Director of Franchise Sales at uBreakiFix, an electronic device repair franchise.
He works with: • Existing uBreakiFix franchisees • Carrier dealers • Prospective franchisees • The franchising industry
Internet marketer Michael Caroff paid his way through college (and a bit beyond) playing clubs and teaching guitar.
He then went to work for the legendary guitar company, Fender, where he started Frontline magazine, a publication he produced for 8 years. Subsequently he worked for The Phelps Group -- a full-service advertising agency -- as an account rep and later a Web production manager.
While at The Phelps Group, Michael launched an Internet marketing and development company, Caroff Communications.
For the last 25 years, Caroff Communications has produced more than 100 Web sites, and done online marketing for clients in a variety of business genres, including law, finance, medicine, retail, nutrition, and a myriad of other fields.
The company specializes in cutting edge responsive websites, as well as SEO (Search Engine Optimization) and PPC (Pay-Per-Click) marketing. As a Google Partner company, they are certified experts in digital marketing strategies and tactics.
For the last 19 years Michael has played guitar for a Santana Tribute band called Savor. His band has performed for audiences as large as 6,000 people in more than 50 different cities in California, Arizona, and Nevada.
My guests today are Anthony Faso and Cameron Christiansen, founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. Anthony and Cameron are passionate about empowering families and business owners to create passive income and build wealth without the risks of Wall Street.
A few areas we addressed in this interview:
Three reasons typical financial advice is flat out wrong for most investors • The million-dollar mistake: Why you should never pay cash for real estate • What is Infinite Banking, how to Become Your Own Banker • What is financial freedom and how to achieve it • How to use Infinite Banking in real estate to increase cash flow and pay less in taxes
Joe Bertotto of CU Services, LLC, is a consultant who helps develop high care, high performance, and high accountability cultures in the workplace. Joe’s work in this field began 25 years ago and his expertise is in leadership and culture development. His goal is to help leaders create a work environment where employees feel they get to come to work, instead of feeling they have to come to work. While everyone has their own unique strengths, we all can be exceptionally bad at identifying what they are.
Joe shares valuable insight on metrics for measuring strengths and weaknesses, as well as how this knowledge can be used to benefit the company and employees. He also explores the idea that individual well-roundedness may not be as important as we make it out to be. While weaknesses can’t be ignored, cultivating unique strengths can be potentially more fruitful. Joe’s tried and true process of helping coworkers understand, tolerate, appreciate, and eventually leverage one another is indispensable information for anyone who hopes to be a stronger team member.
Soyini Coke is the Founder and Principal of Annona Enterprises. Today, she will discuss the benefits of planning, and why it's so important for success.
Questions Asked: 1) Strategic Planning is very often viewed by business owners as an exercise for large businesses. How can they make it both relevant and profitable in their operations? 2) If a CEO doesn't want to do a 50 page business plan or strategic plan, what are your recommendations for how they can get some benefits? 3) What are some of the financial results you've seen business owners get from a great plan? Contact Info: Website: www.annonaenterprises.com Email: soyini@annonaenterprises.com
Click here to read this episode's transcript.
Stuart Friedman, President of PMA Progressive Management Associates, is an expert on improving workplace culture. After effectively helping a Fortune 500 company build a cohesive and strategic business model, he decided to start PMA. He now focuses on helping a number of the 10 million small businesses with 1-99 employees, as this is where he believes improved culture is the most important. Stuart knows firsthand that a company’s culture can make or break their lasting success.
Now more than ever people are concerned about what is in it for themselves. In order to appeal to everyone, we must speak in a way that they will truly hear. Stuart dives deep on his concept, “The Relevance Factor” and discusses how business leaders can use it to establish a more ubiquitously understood culture. He also shares tips for people who may not own a business, but wish to enjoy their current job more. Stuart outlines some common misconceptions that lead to misunderstandings and lack of top-to-bottom alignment. A company will be most successful when its whole team is in line with the target and communicating effectively, be sure to listen to Stuart’s insight on improving your workplace culture.
1-Min Sections:
- 5:47-6:47: People are not mind readers, leaders need to develop a culture rich in communication in order to get strategic success
- 8:02-9:14: Thoughts on inherent bias of people’s preferences/choices
- 9:33-10:34: Mistakes commonly made in communication with employees
- 12:04-12:58: Example based on telephone game
- 22:50-23:55: Break Free From Job Jail - tips for both employees and employers
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Christine Miles, Founder of CI Squared LLC and Vistage Speaker, helps people and organizations reach their untapped potential. For over 25 years, Christine has been a behavioral psychologist, and she knows firsthand how difficult it can be to change. She is also the author of “The Art of the Nudge,” which details her gentle approach to inspiring large changes. Small nudges can lead to big results by gently getting people out of their comfort zone rather than immediately overwhelming them.
In her interview, Christine emphasizes the notion that you need to slow down in order to speed up. She relates this idea to sports and how we must always be mindful of the end goal. Christine explains how our brain pathways work and why dysfunction can be comfortable, but positive change can be difficult. Reflection is essential, and can help clarify communication across all levels in a business. Preparing for, accepting, and moving towards change is essential for making big differences, be sure to listen to Christine’s advice and reach your untapped potential.
1-Minute Sections:
- 5:30-6:35: Sports metaphor to explain “You have to slow down to speed up”
- 7:30-8:40: Describing of comfortable brain functions that limit our full potential
- 13:17-14:10: Dissonance between senior leadership and employees understanding of goals
- 14:42-15:46: Explains the importance of understanding what motivates your people and how it relates to growth
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Chris Larsen is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single family rental at age 21. During his subsequent career in the medical device industry, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $225 million of real estate acquisitions. In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
Some of the areas we touched on in this interview:
How losing his father and best friend inspired Chris to quit his quest to become a professional cyclist and become an investor • Using the “infinite banking” concept to establish a family bank and supercharge investments • Why Chris believes multifamily real estate is the “Holy Grail” of real estate investing • How Chris’s background in engineering has influenced his investing • What metrics are most important when evaluating investments
Miranda McCroskey is the founder and lead attorney at Unlock Legal. Unlock Legal is a law firm that focuses on criminal defense and professional license defense for Californian's in trouble with their licensing boards.
Here are a few questions Miranda answered in her interview:
- What kind of licenses do you defend?
- What can you do for licensees in trouble with their boards?
- What differentiates you from other attorneys who do what you do?
Contact Miranda for a Free Consultation - visit www.UnlockLegal.com
Ahmad Munawar (AH-med MUN-ah-wahr) is the creator of the 90-Day Pipeline, a coaching program that helps B2B consultants and service providers fill their pipeline with 5- and 6-figure deals, without begging for referrals, wasting time networking, or spending a dime on advertising
“Clients should be lining up to work with me.” “I should be charging way more for the value I provide.” “I wish I could work with better clients who appreciate my expertise.” You might just hear something like this from a consultant or B2B service provider before they connect with Ahmad Munawar. As owner/founder of Boutique Growth, Ahmad helps consultants and professional service providers design a more predictable way to generate new business and consistently win 5-and 6-figure deals...without begging for referrals or wasting time with networking. Ahmad knows the frustration a business owner can feel when their business isn’t living up to its potential.
Today we talk about marketing and why you need to "put it on automatic". Through his proven 90-Day Pipeline system, Ahmad’s clients walk away with: 1. Radical focus on who they can deliver the most value to at the highest price 2. Powerful positioning that puts them head-and-shoulders above the competition 3. A step-by-step marketing plan to turn strangers into high-paying clients 4. More CONFIDENCE in their business than ever before
Back with us again is Jennifer Peek of Peek Advisory Group. She started her company 10 years ago and specializes in aiding female business owners with their exit plan, but today shares useful information for anyone seeking clarity in these uncertain times. As the economy has come to a screeching halt, it can be hard to know when and how it will come back. Jennifer offers some practical examples of adaptation, as well as insight on what we may see in the coming months.
The big question on everyone’s mind right now is “what does the new normal look like?” While no one has a clear answer to this, Jennifer has valuable insight on what we might expect. She shares her observations on the different obstacles faced by service-based industries and product-based industries, as well as predictions of consumer habits. Jennifer also mentions the idea that there may be ripples still to come that we haven’t seen yet. Her expertise is priceless in this unfamiliar economic climate and you don’t want to miss Jennifer’s interview.
Barry Shamis is the President of Selecting Winners, a training and consulting firm that teaches Business Owners, Executives and Managers how to hire better employees.
Questions Asked: 1. What is the most important thing a Business Owner or Manager can do to improve their odds of hiring a winner? 2. Where is the best place to find candidates without breaking the bank?
- How do I know that I'm getting good information that will help me make great hiring decisions?
Contact Info:
Website: www.selectingwinners.com
Email: barrys@selectingwinners.com
Help Barry - Click the LinkedIn button to Share this interview with your contacts!
John Bly is the co-managing member of LBA Haynes Strand, PLLC. Today, John will discuss how small businesses are valued and where funding for deals comes from. Questions discussed: 1. How are small businesses valued? 2. What is the current M&A environment like? 3. Where is the funding for deals coming from today? Contact info: Email: john@lba-cpa.com Website: www.lbahs.com ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Today’s guest, Jennifer Katrulya, is a Partner at Citrin Cooperman and is considered a pioneer of the outsourced/virtual CFO, advisory, and accounting services space. She is credited with helping hundreds of companies in all phases of growth implement best practices and position themselves for profitable and successful ROI at exit. Jennifer is a nationally recognized strategic and operations advisor for high-growth technology, service-based, and healthcare companies who are committed to choosing to achieve results over making excuses. Welcome to the show, Jennifer!
- You are a CPA, but you focus on helping companies as a Chief Operating Officer, an Operating Partner, and/or often as part of helping a company with their business development strategy. How did your career evolve, that has led you down these paths?
- What should a business owner or company do today, if they know they want to build toward the optimal exit?
- What are you seeing company leaders do right now, that you wish you could change?
Listeners who contact Jennifer on LinkedIn or by emailing jkatrulya@citrincooperman.com will receive a complimentary ROI Mastery Best Practices e-book, and an invitation to our next ROI Mastery Bootcamp, which starts March 22nd.
Carl is the coach of all coaches and the mentor of all mentors, having personally trained over 7000 people in the business - more than anyone else in the country! A business growth expert, author, speaker, and serial entrepreneur, Carl’s career started by accident when he broke his leg and dropped out of his undergraduate accounting and finance program. He needed a new path so he turned to what he knew best- landscaping. Carl scaled that business into a 7-figure business and then sold it in 1992. He has now built three multi-million dollar businesses -all before age 40. Carl has mentored CEOs of some of the biggest companies out there including Walmart, IBM and the US Army. He has also authored 3 best-selling books on business strategy and growth (most recently Biz Dev Done Right). Carl is married with three children, lives in New Jersey, and co-hosts the Quit & Get Rich radio show.
In this interview Carl shares a wealth of knowledge about how to adapt during COVID and how to increase your business value!
Wendy Nolin turns "B" players into "A" players, and "A" players into Rockstars. She is going to talk about her upcoming book, Own Your Greatness, expected to be released later this summer
Website: wendynolin.com Email: wendy@wendynolin.com
Marty Jacknis, President of Opportunity Maximizers, Inc., is a highly rated professional speaker, author, entrepreneur, and trainer who helps individuals and organizations gain and maintain a competitive advantage in their chosen markets and endeavors. He’s previously worked for companies like IBM and has worked among the top business leaders in the world. Marty’s life was changed when he realized he needed to figure out why what he was doing was working, and he became proactively introspective. Marty has experienced first-hand the value of identifying and seizing opportunities.
In his interview, Marty talks about self-limiting belief systems and how often you can do things just because you didn’t know they couldn’t be done. Marty also mentions a few ways to find new opportunities right away. Looking at the whole picture, rather than just one department, is also essential according to Marty. He shares various tried and true methods for improving negotiation and collaboration. The minute we slow down, our competition will catch us, listen to Marty’s interview for ways to constantly innovate and take advantage of new opportunities.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Click here to read this episode's transcript.
Mike Goodfriend, President of Goodfriend & Associates, is a teamwork engineer, leadership coach, and a meeting facilitator. Mike has always considered himself a student of strategy, teamwork, and leadership. He now trains teams to leverage these skills in order to mine and uncover business opportunities. Mike and his team bring some fun competition into their methodology in order to foster growth within organizations.
In his interview, Mike describes the ways in which he helps teams become more cohesive and seize new business opportunities. Mike explains the unique team development workshops he hosts, which he calls “Teamwork Sharks.” He discusses how this helps people discover new ways of identifying and presenting business opportunities. He also shares the importance of detailed data analytics. An effective company will have strong values from the top down, so be sure to tune into Mike’s tips on how you can refine your leadership team.
1-Minute Sections:
- 3:00-4:07: Using data analytics effectively can be a game changer, like in Major League Baseball.
- 9:23-10:28: Introducing Teamwork Sharks Leadership Development courses as a way to teach effective business plan presentation and encourage strategic thinking within leaders.
- 11:42-12:32: An overview of Mike’s strategies for leadership coaching.
Tony Martignetti is a leadership coach, entrepreneur, idea generator, and people connector. He brings together practical experience, formal training, and extreme curiosity, to elevate leaders and equip them with the tools to navigate through change and unlock their true potential.
He loves guiding people to find clarity in their lives, so they are energized, fully present, and unstoppable. When leaders unlock their potential and lead from a place of inspired purpose, they impact and inspire everyone around them. He has dedicated himself to helping people live an inspired life.
Before becoming a coach, He was a finance and strategy professional with experience working with some of the world's leading life sciences companies. Along his journey, he also managed small businesses and ran a financial consulting company.
Tony is the host of The Virtual Campfire podcast and is currently writing his first book, "Climbing the Right Mountain: Navigating the Journey to An Inspired Life."
Christopher is a peak performance expert and professional speaker, who has devoted his life to helping high-achievers manage stress, increase productivity and have more energy.
Here are several questions/topics Christopher answers and addresses in this interview: 1. How have you been able to transition from a real estate career to professional speaking and coaching successfully? 2. How have you been able to overcome your Learning disability (education system)? 3. How to hit your personal peak performance levels. 4. How to manage stress, increase productivity and have more energy. 5. Common mistakes people make when trying to transform their life.
https://www.christopherdedeyan.com/en/coaching/
Todd is CEO of Extraordinary Advisors. He helps his clients ditch their comfort zone, dive into their “failures,” and re-frame their mindset to be more authentic, transparent, and vulnerable to affect real change along the path to success.
In this interview, we discuss Todd's path to success and his new book From "Suck to Success: A Guide to Extraordinary Entrepreneurship"
Dr. Jerry V. Teplitz is in the business of Optimizing Brain Performance and he is going to talk about How toIncrease Your Brain's Leadership Performance to New Levels of Excellence.
Questions Answered:
1) What is brain performance? 2) How can you increase it? 3) Do you have any research validating your approach?
Contact Info:
Website: www.Teplitz.com
Email: Jerry@Teplitz.com
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Stephen Lynch is the Head of Strategy and Consulting at RESULTS.com and the author of the award-winning book: Business Execution for RESULTS - a practical guide for leaders of small to mid sized firms. His book was judged best management book in the USA’s 2014 Small Business Book Awards. Stephen has had articles published in The Economist, and writes a weekly email newsletter that has over 40,000 business leader subscribers around the globe. His company RESULTS.com provides management dashboard software to help you to engage your employees - and achieve your company goals faster. The software helps companies to track KPIs, Projects, Tasks and run more effective meetings to drive better results
Questions Answered:
- What are the main ingredients that go into creating a compelling company vision?
- How do you engage employees to want to give more than the bare minimum?
- What is the key to creating an enduring company culture - one that can outlive the owner’s involvement?
Contact Info:
Website: www.results.com Email: stephen.lynch@results.com Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Banish Your 5 Time Demons! How to get 2 hours back in your day, everyday!
How would it feel to have more hours in your day? What if there was a way NOT to get lost in the vortex of your busy life? It is possible to add more time to your day and get more done? Join Leslie Hassler with Your Biz Rules ™ for this powerful, tip-packed class where she will explain how women entrepreneurs can expand time and turn minutes to moments, creating tangible results and predictable success.
Questions Answered:
1) Why do entrepreneurs struggle with time management?
2) How do women and men struggle with time management differently?
3) How does a shift in time management change a business?
Contact info:
Email Address: leslie@yourbizrules.com
Website: www.yourbizrules.com
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Jeff Blackman is a Hall of Fame Speaker and Best Selling Author of "Peak Your Profits". He's also an award-winning Business Growth specialist, and in this interview he shares great insights and tips into how you can lead your employees through tough times.
A lot is being discussed these days about "right-sizing" office space to deal with some of the changing trends. Corey has a lot of thoughtful insights and suggestions that you will find interesting in this interview!
In the field of Exit Planning for business owners, the original organization focused on this topic is a company called BEI. For the last 25 or 30 years, BEI has been training professional advisors to do comprehensive and customized planning for business clients, and then equipping those advisors with software and tools to manage each client's Exit Planning journey.
Today I'm joined by the President of BEI, Elizabeth Mower. Elizabeth leads BEI in fulfilling its mission to help business owners benefit from their life's work, and she's joining us today to talk about what she sees happening right now in terms of owners of closely held businesses creating plans for the future. Elizabeth spent the first phase of her career working directly with business clients, but for the last 15 years or so, she has been dedicated to helping advisor deliver better outcomes to their clients.
In this interview we discuss the answers to these questions:
Are business owners doing more or less planning for the future during the COVID-19 pandemic?
What would you say are the ways that the current situation for owners is the same as it was during the Great Recession, and in what ways are things different today?
A lot of business owners are more busy and more stressed out these days, and if we assume that's true regardless of geography and industry, are you seeing any trends or bright spots that would help a business owner take steps today that move them toward whatever it is they want the future to look like?
BEI has a massive amount of content for both business owners and their advisors available for free at BEI's website, which is ExitPlanning.com.
Business owners can also ask their most trusted advisor for a plan that is powered by BEI's planning platform. If they want to find an advisor who is specially trained in Exit Planning, business owners can go to ExitPlanning.com and use the Find an Advisor tool under Resources. Or, to get started in thinking about the future, business owners can take a look at BEI's most recent book, which is called ExitPlanning: The Definitive Guide. You can go to ExitPlanning.com/definitiveguide (or even to Amazon) and get the book. It comes with online self-assessments and checklists that business owners can use to start to map out their futures.
And for professional advisors, we suggest that they go to ExitPlanning.com and follow the blog, listen to BEI's podcast (it's called Why We Plan) or learn more about BEI's tools and resources for advisors.
Our next guest Dana Dattola, Owner of Weaver & Associates, is a third-generation property and casualty insurance broker. She is a certified insurance consultant and a certified risk manager. Dana’s agency often serves as the risk management department of privately owned, growth-oriented businesses who see the value of risk management. She aims to simplify the insurance process, making sure their clients understand the risks and their insurance policies so they can confidently make business decisions.
In her interview, Dana sheds light on insurance in the time of Covid. She discusses business interruption coverage and what you should do if you have it. Dana shares what is happening with employer liability and workers’ comp due to Covid. She also has an offer you don’t want to miss. Among all the uncertainty, be sure to listen to Dana’s expertise to help you stay informed.
1-Minute Sections:
- 8:27-9:24: Many agencies are being bought by larger agencies, meaning some of the personal service is being lost and boutiques are doing well.
- 10:00-11:10: Insurance and Covid - do you have business interruption coverage?
- 12:55-13:56: What is happening with insurance right now due to Covid and what you should do now.
- 14:37-15:49: Workers comp is going to pick up - insight on employer’s liability for employee’s health.
Tim Shurr is the President of Shurr Success Seminars and is an expert in human behavior and influential communication. Before helping Fortune 500 companies improve their corporate cultures through empowering managers with more persuasive forms of communication, he built an international reputation as an award-winning hypnosis and NLP Trainer! Tim is a regular guest expert on TV and radio and has authored 4 books including his latest, "Get Out of Your Way!"
Questions discussed: 1. What's the #1 way to influence others? 2. What's your best tip for building wealth through relationships? 3. What's the question most business owners ask for help with?
Contact info:
Email: tim@timshurr.com Website: www.timshurr.com
Sonni Sabahi, Managing Director of ICM Capital Markets, Inc., specializes in whole loan trading and investments. He’s been in the financial and real estate industries for nearly 25 years. ICM Capital Markets, Inc. began in 2008 following the market crash. With the current crisis, his profession is extremely relevant as banks need cash to survive.
Sonni describes how a residential whole loan fund works and why it can be a good alternative to the stock market as an investment. He shares how defunct loans can become revenue sources for investors. Sonni also explains why the current crisis has led to problems for big banks and how to gain assets at a discount. We always hope to bring new ideas to our listeners, so if you’re looking for new investment ventures be sure to listen to Sonni’s insight.
1-Minute Sections: 3:04-4:10: What is a whole loan and trading investment? 5:00-6:00: An idea of what Sonni does at ICM Capital, Inc. 7:02-8:06: Covid crisis and investment opportunities due to liquidity issues. 11:13-12:15: Discussing this form of investment as an asset class which is not bound to the stock market.
Kristen Allott is the owner of Dynamic Brains, a company that optimizes brains for high stake events for better decision making, creative problem solving and health.
Website: www.KristenAllott.com Email: Allott@dynamicbrainsconsulting.com
Lisa Caprelli, Author and Host of the Happy Lifestyle show, shares some great tips on how to live a happy and balanced life.
Holly helps business leaders and their companies achieve excellence by creating clarity on what winning looks like and determining how to get there. She will help you achieve alignment and focus your organization so everyone is in the same race. Her unique approach to strategic agility, alignment and engagement - based on the approach Pause, Think, Focus, Run - provides the tools, techniques, and skills companies need to reach their destinations and achieve their goals.
Questions Answered:
1) What are some of the ways our brain has built in blind spots? 2) How do we use our brains more effectively at work? 3) How can we set ourselves up to be successful
Contact Info:
Website: www.thehumanfactor.biz Email: holly@thehumanfactor.biz
Bonus Material:
Book on Amazon: Using Your Brain to Win and via MoreThanaMinute.com
Juan Ortega explains business coaching, why it works, and why your company should consider it. Transcript:
One of the things that we've all learned through different research and studies that have been done is that 80% of the chance of us getting our next customer is going to be from a customer that we've already met or serviced at one point. Only 20% of those next sales are coming from people we've never met. Of that 20%, almost 90% of that is coming from referrals, so it might have been someone that I've never met, but it's coming through somebody that I've done business with. So, what I ask my business owners to do is, do a mini-research study in your business. If you find that 80% of your business is coming from your existing clients and referrals, then devote 80% of your resources and allocate the time and money to focus on it. So, it needs to be equivalent to the business that's coming in at the moment.
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Wayne Pinnell, Managing Partner of Haskell & White, one of Southern CA's largest independently owned accounting firms, shares tips, ideas and precautions for business owners on their way to exiting their business.
Chris Yonker shares tips about how to create a Family Business Succession plan while still being able to enjoy Thanksgiving dinners together.
Check out Chris's book available on Amazon: Soul Intention: An Executive's Guide to Building a Life by Choice, Not By Chance
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Diana Henderson follows up her previous interview entitled "Employers Behaving Badly" with these great insights - look for her new book in early 2019.
Aaron Weiner is the Sr. Vice President of Bailes & Associates. Aaron is in the business of Commercial Real Estate Brokerage and focuses on tenant representation.
Questions Answered:
1) "Real estate leases are long and full of fine print and legalese. How much of it is really negotiable?" 2) "Can you give me an example (or a couple of examples) of a lease clause that tenant's don't pay much attention to that can be negotiated to their benefit?" 3) "Most tenants equate high image with a fancy location and high rent. Are there other considerations they should be taking into account?"
Contact Info:
Website: aaron.weiner@weinerproperty.com Email: aaron@bailesre.com
George Hicks, Chief M&A Officer of TheM&A Brokers shares several tips and stories about how to have a transferable business so that you are able to "ring the bell" and sell successfully.
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Vincent Mastrovito of Prometis Partners is a frequent and popular guest. Here, he reveals some of the key reasons why business owners fail to sell their business, and what they can do about it.
Pat Kramer, Writer - Writer For Hire, shares insights about the ideal times to send out a Press Release for maximum exposure.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
In order to achieve success in business, a company must participate in people alignment and goal setting. Tish Squillaro of Candor Consulting does just that and more, which she will explain in today's episode.
Questions Discussed:
Why the name CANDOR? What is your greatest accomplish with a client? What is head trash index?
Contact Info: Email Address: tish@candor-consulting.com
Website: www.candor-consulting.com ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Bill Eckstrom is the President of EcSell Institute. EcSell Institute is a research based organization that helps sales departments drive more revenue by working only with sales leadership--not sales people. Questions discussed: 1. If sales departments want to grow sales, why do you say it more about the leader versus the sales person? 2. Why has there not been much emphasis on developing managers/leaders, but yet so many resources are dedicated to the sales person? 3. What should sales leaders be doing differently if they want to grow sales? Contact info: Email: beckstrom@ecsellinstitute.com Website: ecsellinstittute.com
Hans Sperling, Attorney - Sperling Law Corporation discusses some of the precautions he helps his clients think through when International Buyers approach them for purchase of the business.
Transcript:
Hans: I mean, I think, even in domestic transaction when you kind of see the money from working a long time to find a good buyer, people want to strike while the iron's hot. A lot of what we do is say, let's slow down a little bit and make sure we do this right. But, with international, as your saying, it's that much more risky. Yeah, they could be trying to get your intellectual property, that's very common, we protect you from that. And the other thing is, if you're manufacturing or you have some technology that might be sensitive, I mean it's not necessarily obvious, it's not necessarily a missile, it could be there's magnets, lasers, sensors, all kinds of things you might not think of as being military sensitive. There's a whole other area of the law that covers that, so that could be an issue. There's also something called a foreign corrupt practices act, which, when you're dealing internationally, you have to be very careful, because in some cultures, they might not look like bribes, but gifts and so are common, and you have to be really careful to stay on the right side of the law, especially US law.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Bill Black interviews Jennifer Holland of Holland People + Brands, who shares the importance of building a memorable , powerful and substantial brand.
Settle in for a fascinating conversation with 2019 Vistage Speaker of the year Dr. Bill Crawford. Bill is a licensed psychologist, author of 4 books, and has created over 3,300 presentations for Sprint, Shell, The American Medical Association, and many more esteemed organizations. While we are over-saturated with information, Bill realized early on that we are not necessarily sure of what to do with it. After taking a class on the biological basis of behavior, Bill came up with a tried and true system for taking advantage of the way our brains work in order to think at a higher level.
Reactions are due to the way we process information, and Bill shares why thinking in different parts of the brain causes different responses. By training our brain to think in the neocortex, our decision making process becomes more advanced and clear. Bill sheds light on what can happen when we try to see other people as allies instead of adversaries. While it may seem exhausting to aim for high level thinking all the time, Bill discusses why this process can actually be chemically energizing. Treat yourself to Bill’s exceptionally useful information.
Maybe you think you know a lot about how you will sell your business. Chad Peterson of Peterson Acquisitions has sold many many businesses and shares his expertise.
Website:
https://petersonacquisitions.com/
LinkedIn:
https://www.linkedin.com/in/petersonacquisitions/
Recent Award:
https://bloggerlocal.com/national/reviews/best-business-brokers-sell-your-company
How to Sell Your Company (Free eBook offer)
https://petersonacquisitions.com/get-the-book/
Craig Weber is the author of Conversational Capacity: The Secret to Building Successful Teams that Perform When the Pressure is On. He's going to talk to us about the subject of conversational capacity and its importance to management, leadership, and teamwork. Questions discussed: 1. What do you mean by conversational capacity? 2. Why is conversational capacity such a difficult thing to create? 3. Given its importance, how do we build it? Contact info:
Email: weberconsulting@earthlink.net Website: www.weberconsultinggroup.net
George Hicks brings over 30 years business experience to the Merger & Acquisition profession. He is a CBI (Certified Business Intermediary) and a CBB (Certified Business Broker) and has been selected by the International Business Brokerage Assn. and the California Assn. of Business Brokers to lecture his peers on business Mergers and Acquisitions. George is qualified in the California Superior Court as an Expert Witness in Mergers and Acquisitions. He has been awarded an Industry Expert designation by the publishers of The Essential Guide to Pricing a Business, published by Business Brokerage Press. George has owned multiple businesses, mastering execution of the sales, marketing and operational disciplines that drive value in the business transaction world. He has received multiple awards for being the top producer in both dollar volume and quantity of deals from one of the largest brokerage offices in the country. His transactional experience has made him a sought after speaker and author for business media, educational institutions, peer associations and industry trade groups. George says that transactional experience combined with creativity and execution, result in maximizing value and getting businesses SOLD. We do 3 things: 1) Sell businesses 2) Provide business valuations 3) Help buyers find the right business for them.
Jim Jubelirer is the owner of Jubelirer Results Group. Jim's goal is to Contribute to Others and Add Value. Today we're going to talk about Creating a High Performance Culture. Website: www.jubelirerresultsgroup.com
Founder and CEO of Sustainable Leadership, Inc., Christina Haxton is an expert at helping others transform stress into increased engagement. Christina is a licensed marriage and family therapist, and in her clinical time, her clients tended to be extremely burnt out business executives. She began her business after realizing she wanted to help more than just one person at a time. Christina has guided countless people toward better lives, both at work and home, by sharing this important information.
Many of the clients Christina was seeing were coming to her after a wake up call from a doctor or loved one. Her new goal is to prevent people from reaching the point of desperation, and instead educating about proactive measures that prevent burnout. Many business leaders have become distant from their colleagues, but connection is essential to managing stress. Christina shares 5 common warning signs of burnout and some changes you can make to help your team and yourself manage stress more effectively. Companies with a more cohesive and connected culture become more valuable, so don’t miss out on Christina’s beneficial information.
In this 20 minute interview, Pat Kramer, Writer - Writer For Hire, shares tips, ideas and stories about how she has helped numerous clients to effectively increase their business and exposure through well-crafted and well-timed Press Release and Publicity campaigns.
In this 20 minute interview, Jeff Karges, Partner - Relationship Matters Consulting Group discusses lessons he has learned by being involved in and consulting for Family Businesses, including the challenges and how best to deal with them.
Joan Ridley discusses the appropriate steps to selling your business, including thinking like a buyer!
Vince Mastrovito of Prometis Partners once again shares valuable tips and precautions for business owners!
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AmyK Hutchens, of AmyK International, specializes in teaching critical thinking for better performance, productivity and profitability. Previously working as an executive around the globe, she has seen countless people identifying problems, but not devising any solutions to them. This led AmyK to eventually start her own business using her passion of solving problems and igniting brilliance in leadership. She works with companies by constructing custom think tanks that are aimed to help improve business performance all around.
One of the first things AmyK will often ask her clients is “What would be your ROI if everyone in your company was thinking a bit better tomorrow?” In her interview, she explores this question from various angles and relates it to goal achievement. By breaking down the thought processes behind our behaviors, we can change both our behavior and results. AmyK stresses the importance of clearly defining the target before setting out on the hunt. She offers some tips for better understanding our customers' thought processes, finding the best prospects, and ways to improve the quality of meetings. AmyK’s knowledge is invaluable to any business owner hoping to get the most out of their time and efforts.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Dyanne Ross-Hanson, Founder of Exit Planning Strategies, LLC, works with owners of privately held businesses to develop intentional ownership transition plans. She started Exit Planning Strategies, LLC, 10 years ago and has 30+ years of experience in the financial services industry. This work is Dyanne’s passion, and she considers objective expert consulting, independent of predetermined outcome or product, to be absolutely essential in exit planning. The sale of a business can be the single most significant financial event in someone’s life, the business owner needs to be prepared.
In her interview, Dyanne reasons that exit planning is not a single event, but rather a process. Without a plan, business owners who have put years of effort into their livelihood are leaving the transaction up to chance. She deep dives the notion that the most valuable component of the transaction are the key employees. Additionally, she shares valuable strategies for incentivizing key employees to stay post-transfer. Dyanne also discusses the difference between key employees and employees in key positions, which are not always the same thing. Twenty minutes is barely enough time to scratch the surface of Dyanne’s expertise.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Back once again is Rod Hatley, of Hatley Law Group, one of the top firms in San Diego. Rod is an estate planning attorney who dealt with a 7-year probate when his father passed away. Now his passion is helping families avoid probates and courtrooms when the inevitable happens. Rod’s approach to estate planning is viewed through the lens of asset protection and he aims to help his clients make informed choices. Rod knows how stressful the transition after death can be and he hopes his clients don’t have to go through what he has.
In his interview, he discusses estate planning in reference to the current pandemic and what you should be doing now. Estate planning isn’t just about what happens after death, but also planning for the transition process if you or a loved one were hospitalized and no longer able to make decisions or conduct business. Rod describes various necessary documents for a wide range of circumstances, as well as the importance of regularly updating your existing plan. When fear takes over, logic goes out the window, so it is important to be responsible and well-informed. Estate planning will not cause your death to come more quickly, so be proactive in preventing unneeded stress and let Rod’s expertise help you.
1 minute sections:
- 6:54-7:46: Talking about the necessity of building a dynamic plan and maintaining it
- 16:20-17:23: Explaining how he puts his clients first and projecting some upcoming needs regarding estate planning
- 18:07-19:08: Starts describing his top 3 tips - explains the difference between will and trust
- 19:55-20:48: Estate planning doesn’t make you die any more quickly, but instead is the responsible choice to leave your family in a better position
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Dr. David Leonardi of the Leonardi Institute in Lakewood, CO, talks about the current state of medical technology and how it is helping us live longer, healthier lives. Originally working as an emergency physician, he quickly realized that many of his most catastrophic cases could’ve been prevented by early action. Dr. Leonardi eventually shifted his focus to preventative medicine in order to help people avoid major, vitality-lowering health events. At the Leonardi Institute, his patients can invest one day into improving the quality of the rest of their life.
In his interview, Dr. Leonardi shares critical information regarding longevity, vitality, and maintaining a zest for life. He talks a bit about his hand-tailored process for creating nutrition plans for his patients, and also discusses some lifestyle tips you can use now. He also scientifically breaks down diet and disease causes, helping you make more informed choices about how you eat. Whether you want to be able to run your business for longer, or simply enjoy retirement with a cleaner bill of health, Dr. Leonardi’s expertise concerning wellness should not be missed.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
@KandyWilliams, one of the Founding Partners of Forward Counsel LLP, shares what is happening to business sale transactions and how you can prepare and minimize the impact of #COVID-19. Kandy is a member of @Provisors and the firm also handles Partner and Shareholder disputes, and Real Estate transactions as well.
ExitCoachRadio
Are you and your Business "Transition-Ready"? Go to ExitOnline.org or Text EXITONLINE to 44222 for a free checklist and Assessment!
Andrew Bennett believes a business's ability to thrive flows from its leaders. Leaders create the conditions for people to access their potential. Through consulting, coaching, speaking, training, and writing Andrew helps leaders create workplaces that unlock the power of the human mind and spirit. Today he’ll be talking about Transformational Leadership.
Questions Answered:
- What are the most important actions a leader can take to create an inspiring workplace?
- What gets in the way of creating an inspiring workplace?
- How can listeners use your information for their own transformation during their exit from what they’ve built? Contact Info: Website: www.magicofandrewbennett.com Email: andrew@magicofandrewbennett.com
Nat Read is the principal at Read Communications, which provides counsel on government relations and crisis management. More information can be found at www.natread.com.
Nat discusses what kinds of preparation are common to all major disasters, disasters that most businesses don't consider, and how long a business should be prepared to hold out in case of a disaster.
Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Amanda is the Founder and President of Solution Harbor, Inc. She has been recruiting since 2002 and places management to executive level employees with her clients in California and nationally.
Amanda is an experienced entrepreneur, having successfully started two companies, including Solution Harbor, Inc., which has been in business since 2010. Amanda has a proven method and makes long lasting placements. She has never had to utilize her replacement guarantee in her 18 year career. Amanda and her firm place management and executive level employees in operations, human resources and finance. Amanda has a BA degree from SDSU in Philosophy.
Amanda is a daily meditator and practices yoga several times a week. Shebelieves strongly in bringing her yogic principles of mindfulness into her business and strives to do what is right for her clients and her candidates.
Recruiting is a deeply personal and important process for any business as well as employee, and Amanda really cares about the human aspects of her profession.
Here are some of the questions we asked her to answer: 1. What are some misconceptions about hiring with all of the unemployment we are hearing about? 2. How can employers overcome candidates' fear in the hiring process regarding the pandemic and general uncertainty? 3. What are some new trends with remote workers?
Kim is a Franchise Expert, a Business Coach, and a Motivational Speaker.
She Inspires people to achieve their dreams of small business ownership through the perfect franchise opportunity.
We discussed answers to the following questions:
Why is franchising is a good investment even in an uncertain economy? What is the real value proposition of a franchise? How does one figure out what is the best investment for their goals, finances and dreams?
Kim's service is FREE!!! Check out her web site to learn more: www.thedalycoach.com
Nina Stillman is an estate planning attorney, Provisors member, as well as CEO and Owner of The Stillman Law Group. Nina helps business owners keep the promises they make about taking care of their families using estate planning and business law. Being raised by an entrepreneurial father, Nina got her MBA at the dinner table and has unique insight into the business aspect of estate planning. Many business owners tend to forget that the business is a part of their estate, and leaving this out can cause a nightmare for your family.
In her interview, Nina discusses why you should take some simple steps now in order to avoid disaster down the line. The emotional toll of losing a family member can be dramatically amplified by not having a plan worked out. Nina shares some insider tips for ensuring your assets are distributed with growth in mind. Without careful consideration, you may inadvertently leave your loved ones with a mountain of taxes or other responsibility they may not be prepared for. Estate planning is an inevitable fact of life, take the time to be informed and use Nina’s expertise to your advantage.
1-Minute Sections:
- 7:15-8:27: Talks about necessity of estate planning early along with what considerations to make.
- 13:44-14:47: Emotional toll of losing a family member can be amplified by not knowing what to do with the business.
- 15:19-16:35: All assets are not equal - careful planning and distribution is essential.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Carol Marzouk, CEO of Leadership 'N' Soul discusses why there is low trust and destructive conflict in the workplace, and what to do about it.
Billie delivers a coaching experience that transforms how an actor acts and business people communicate. Clients have said, “It seems she has a mysterious or supernatural power that influences the creativity, confidence and best abilities of a speaker or performer. What Billie does is magical.” Billie has been a professional actor for over forty years, appearing in lead roles in Equity productions, featured television appearances and numerous national and regional commercials. An acting coach for decades, she founded two acting academies and five acting workshops in four states. Billie has produced and hosted guest-artist workshops including such notable instructors as Academy Award winner, Alan Arkin. Twenty years ago Billie had an idea. She founded Billie Shepard & Associates, leveraging her acting experience and unique training methods into the business arena; transforming corporate speakers into influential leaders. Her clients include Facebook, Uber, Intuit, Rackspace, Lockheed Martin, as well as many financial and medical research companies. This March Billie had another idea! She merged her presentation-training methods with the virtual needs of our times and created a powerful blend of the two; training business people how to enhance their VIRTUAL presentation skills.
Her book: The Billie Shepard Presentation Method, describing her methods, and participant breakthrough stories of success, recently launched on Amazon.
Billie is a Dean’s Scholar with a BA in Creative Arts and Masters in Theatre Arts from San Jose State University.
BILLIE’S WEBSITE: WWW.BILLIESHEPARD.COM
Questions we tackle in this interview: 1. How did you transition from acting and coaching acting to coaching virtual presentation skills in these big corporate arenas?
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Who is your typical customer? I deal with greatest folks. They are all accomplished, smart, hard-working, courageous and yearning to improve. We have fun and we ALL learn something from each other. When participants learn the techniques of Present-moment Awareness and practice them, their FEAR EVAPORATES. It is then that authentic, creative communication is freed. We discover each one of us is a genius.
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How did and do you deal with re-inventing yourself? Face Fear: Techniques that have helped me.
TIP: The best investment you'll ever make is in yourself. Learn how to communicate!
Channing Hamlet is a Managing Director of Objective, a leading investment banking and valuation firm. He oversees the robust appraisal practice which conducts more than 200 appraisals per year, and leads execution for investment banking transactions. He will rely on experience and case studies to highlight areas that business owners should consider when selling their business in order to improve the "sale-ability" and valuation.
In this interview I ask Channing the following: 1. What is the most common factor that impacts the "sale-ability" of a company? 2. How do you identify key value drivers of a company? 3. When should a business owner begin planning their exit?
Get in touch at www.objectivecp.com for a Consultation with a Managing Director of Objective to assist with planning and execution of your exit strategy, or development of business valuation.
Ariel Garten is probably one of the most interesting people you will meet. She is a Neuroscientist, mom, former psychotherapist, former fashion designer, and the co- founder and visionary of an amazing and highly successful tech start-up Muse. Muse tracks your brain during meditation to give you real-time feedback on your meditation, guiding you into the “zone” and solving the problem most of us have when starting a meditation practice. Muse lets you know when you are doing it right. With no formal business background, Ariel personally raised $18M to found Muse from Silicon Valley investors (as well as Ashton Kutcher). Muse is now used by hundreds of thousands of people to start or deepen their mediation practice, including by Mayo clinic. When Ariel is not reading brains (literally) or investing in, inspiring and advising other start-ups and women in biz, you can find her on stages across the world, from TED to MIT teaching audiences about their brain and how to overcome its limitations, consistently giving her audiences the practical tools and insights they need to help them become their best selves. Ariel and Muse have been featured in over 1000 articles, including CNN (3x), Forbes, Fortune, Popular Science, NYT, WSJ, GQ, Men’s Health, O Magazine, Wired, and more. Ariel’s mission in life is to help people understand how their brain and mind work - both the nuts and bolts and neurons, and how that plays out in the messy and beautiful human experience of living. She inspires people to understand that they can accomplish anything they want by understanding what actually goes on in their own mind. Ariel is also the co-host of the Untangle Podcast.
Question we discuss include: What is meditation, why does it work, and what happens in the brain when we meditate? How can one overcome what your brain tells you? What is the neuroscience of anxiety, fear and bias and how can you overcome them? How can Mindfulness and Meditation be used for leadership development?
Please access www.choosemuse.com/welcome, where you can find more information about Muse, and the information we talk about. The discount code is "choosemuse".
A strategy is rising in popularity called "Half-Retire". Is it for you? Jim describes the process and who it's best suited for. Visit www.halfretire.com for more!
Lisa Walker is an executive and business coach with ActionCoach.
Questions Answered:
1) What challenges do you typically work on with a business owner on?
2) What are the keys to getting my business to run without me?
3) What areas of the business are key for systemization?
Contact Info:
Website: www.actioncoach.com/lisawalker
Email: lisawalker@actioncoach.com
Download a PDF Transcript of this interview: Click here
Our next guest, Mikki Williams, is a self-proclaimed “sequin in a world of khaki,” a transformational storyteller, and has a lengthy list of esteemed achievements. Mikki is a Hall of Fame and TedX Speaker, Master Chair for 2 Vistage Advisory Boards, listed as one of the best speakers in the country by Meeting and Convention Magazine, noted by Forbes as one of the most sought-after executive speech coaches, serial entrepreneur, and has spoken on every continent except Antarctica. In this time of change, Mikki has been re-energized by the opportunity to pivot her business model. During these rare circumstances that forced her to pause and think about the future, Mikki asks us to do the same.
In her interview, Mikki suggests taking a step back and looking at your business to find what you already have that is relevant now and may not have worked before. It is crucial to identify what today’s situation has done to magnify previously untapped opportunities. She shares the importance of identifying your mentors and truly learning from them. As a professional storyteller, Mikki also has some indispensable tips for improving your virtual presentation techniques. You do not want to miss this conversation with Mikki.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Beth is a Partner with Zeppos Rautiola, LLP. She is general counsel for business owners. She counsels on routine corporate maintenance, entity selection, liability protection, corporate growth and development. She creates and assists with the implementation of exit strategies, buy-sell agreements, business planning/strategy, leases, and design of plans for general wealth accumulation and preservation by utilizing tax planning and strategic growth techniques.
Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Barry Seaton of Seaton Law Group shares brillliant and value ideas about protecting and defending Intellectual Property.
Clair Billingsley is a much-in-demand Speaker for a very simple reason - she helps Leaders develop thought and communication techniques that go beyond the competition.
Contact info:
Email: BillingsleyConsulting@gmail.com Website: www.BillingsleyConsultingGroup.com
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
In this 1 minute Highlight, Chris Kramer, managing Director, Strategic Equity Group discusses a few key tips about how to start your exit planning.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Andy Gole of Urgency Based Selling shares important information for raising your sales results.
The Galliard Family Business Advisor Institute was founded to ensure that small family-owned and closely held businesses across the country had access to the help they need to keep their businesses thriving while they undergo the significant transition in leadership.
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com
Jane Johnson discusses why 5 years is optimal to plan your successful exit. She is the co-founder of the Business Transition Academy
Visit ExitCoachRadio.com for information to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
Craig Redler of the Jeffrey M Verdon Law Group has a unique perspective on Asset Protection planning. Listen to his story!
Our next guest is Kevin Berson of Kinected Consulting. Kevin is an M&A Advisor and strategy consultant serving lower middle market business owners by helping fundamentally improve their business and navigate the process of selling for maximum transactional value. He has over 25 years of experience and takes a holistic approach with his clients. During this time of radical change, he shares insight on how to increase valuation despite the crisis.
Businesses are affected in different ways depending on their industry - some are actually thriving, while others have come to a complete halt. One of the most essential pieces to a business going forward will be maintaining a healthy eCommerce facet that allows consumer-facing businesses to continue operations. As new guidelines are unveiled, businesses are finding they will not be able to operate at their pre-COVID capacity. Kevin shares real-world examples of what companies are doing to adapt, as well as discussing crucial actions business owners should take right now to increase their value. You do not want to miss out on Kevin’s extremely relevant expertise.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Back with us again is Jeremy Lurey of Chief Exec Coach and Family Legacy First. He aims to increase job satisfaction and personal fulfillment in companies, and make a difference in businesses that make a difference. He got a jump start on building successful virtual teams after an earthquake in 1994 rendered many employees’ commutes impossible. Jeremy has found that ultimately, our virtual teams are still just teams, but they require more structured processes and increased dependence on technology.
During this time of reinvention, Jeremy’s knowledge is invaluable for those trying to navigate the virtual environment. He shares ideas on inspiring productivity and high performance from afar. Jeremy also expresses the importance of flexibility and understanding during this time where everyone is adapting to drastic change. As virtual workplaces quickly become the norm, it is essential to adapt, don’t miss out on Jeremy’s methods for doing so with success.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Once again,
Vince Mastrovito of Prometis Partners, Inc. shares valuable information some of the issues family businesses face and their solutions.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Joining us next is Elizabeth Thornton, CEO of Global Initiative of Objective Leadership and Professor of Management Practice at Babson Executive Education. After deeply and honestly analyzing why her first business venture failed, she struck mental gold by realizing the importance of objective thinking. This prompted her to further study things like psychology and neuroscience, eventually leading her to develop a course called “Principles of Objectivity.” She teaches both students and established business executives to think more objectively and avoid common cognitive errors that can inhibit personal growth and success.
In her interview, Elizabeth deeply discusses the difference between subjectivity and objectivity, as well as how they apply to business. Her insight into neuroplasticity and its relevance in the workplace is truly fascinating. She offers a variety of tips on how to analyze your own thought processes, overcome your instinctual responses, and break outside of your existing mental models. We are inherently subjective, but Elizabeth proves we can use objective thought to develop a better sense of clarity.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Kathleen McEntee shares valuable tips and ideas about how to meaningfully engage with customers and reveals the biggest most business owners make in this area.
Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Here's a 1 1/2 minute preview of Ricci Victorio. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!
Transcript:
Bill: How do you deal with the issues of bringing family members into your family business? Here's expert Ricci Victorio.
Ricci: I love being brought in when a family has a business that they care about and they've got kids who are in high school or college. Maybe they've worked there in their summers in between school breaks, but the kids are getting ready to step into their careers or start preparing for them. An ideal way to bring family members into a business is, they grow up with it so they understand your values and they see your work ethic and they understand why this business is important to you. So what I like to do is, we set up a family member employment policy, and it doesn't matter what age your kids are, they could be very young, and they can also be into their 20s and 30s, but the earlier you start so kids grow up knowing the employment says, if I want to work at this businesses, I need to have X, Y, and Z experience and education and skill sets. If I want to own it or run it, that might be a higher bar that's says, well you're gonna need an MBA because the world is different now. To run this business now, it's 3 times the size it was when it was mom and dad and we did it in a garage. So, recognizing entry requirements to run a business are changing and evolving. So, setting a family member employment policy creates a standard that all the kids or all family members understand, this is what's required, and that may thin out some family members who don't have an interest.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Joining us once again is John Grace of Westlake Financial Advisors. He helps take the mystery out of money management. Win by losing less. John is one of two local wealth managers that is Master Certified with independent research company HS Dent Advisors Network. Their investment services include: Wealth Management, Asset Management, Retirement Planning, Financial Management, Risk Management, and Retirement Income.
Check out John's new book "Making Finance Make Sense" on Amazon at and more at his website www.whybepoor.com
Leilani Quiray, CEO of Be The Change HR, INC, is truly a life-changer. After 20 years of #HR and philanthropy experience, she wanted to create a way to do both at the same time. Her company focuses on helping small businesses with HR #compliance and strategies, as well as providing job readiness coaching at non-profit organizations. Leilani enjoys the challenge of navigating new laws regarding employees, and her expertise is more useful than ever during a #pandemic.
In Leilani’s interview, she takes a look at the new workplace and shares ideas on how to bring back some elements of office life into home workspaces. Additionally, she sheds light on how it may backfire if leaders ask more of their employees in these times under the guise that “they are lucky to be working.” Leilani also shares some great advice for employers who are uncertain of how to go about lay-offs and other cost-cutting measures that affect employees directly. Her personal approach to her work shows, and Leilani’s ideas are relevant to everyone during these turbulent times.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Angelo Poli is the founder of MetPro, an evaluation-based health coaching program specializing in physical transformations. Today he is going to talk about the metabolism and the ecosystem of transforming. Understand the role nutrition, exercise, and your personal metabolism play in transforming. Through this topic, you'll learn the best “starting actions” a person can take who wants to improve their body or health.
Questions we discussed the answers to: 1. Where does someone begin who wants to transform? 2. What is the biggest obstacle for people trying to transform? (you could make this question more specific to executives or leaders) 3. What are the most critical "life hacks" if you’re super busy?
MetPro has helped thousands of individuals transform their bodies by hacking their metabolism through our Concierge Coaching. After years of innovation and development, they're excited to bring you the same science and tailored strategy that their experts use, but now in the palm of your hand.
Angelo is thrilled to share with you their new MetPro App!
This isn’t a food logging tool or workout app, the MetPro App allows you to start tracking, analyzing, and learning what your metabolism responds to best.
Sign up now using metpro.co/exitcoach to receive a 14-day FREE trial! Head to metpro.co/exitcoach to take advantage of this special offer.
Amy Rasdal traded her corporate job for consulting 15 years ago and makes more money than most executives. She works and plays every day. Amy founded Billable at the Beach® to liberate 6-figure earners by helping them build 6-figure consulting businesses. Amy is passionate about helping others find the freedom and flexibility to live the life of their dreams, without sacrificing the career they’ve spent so long building.
Here are some of the questions we discussed the answers to: 1. What do you need to get started in independent consulting? 2. What are the best things about being an independent consultant? 3. What is the hardest part of building a successful consulting business?
Free Course - 3 Action Steps to Generate Revenue NOW! Build Your 6-Figure Consulting Business The best way to get started as a consultant is to dive in. This free email course will walk you through three action steps to generate revenue now. If you start right away, you can be doing billable work as soon as next week. Following these three action steps gives you the best possible chance of landing a consulting project. It works for me and I see it work for others, over and over again. Take control and take the plunge! https://www.billableatthebeach.com/free-course/
Leisa Reid, Trainer and Speaker at Productive Learning, is in the business of personal and professional development through mind mastery. In her darkest place, Leisa took a workshop through Productive Learning and it turned her life around, eventually she started working for them to help others do the same. When faced with unknown circumstances, such as the current pandemic, we all have natural reactionary tendencies that can cause us to be less productive than we could be. Leisa is an expert on overcoming these obstacles and helping people harness the power of their own mind.
In her interview, Leisa discusses how thoughts lead to results and explains the significance of meta-cognition. Specifically, she shares a model for how we can take control over our thoughts with self-inquiry in order to garner the results we desire. Leisa also expands on the fear responses of fight or flight, to include freezing and fainting as well. By slowing down and becoming aware of how you respond to a crisis, you can catch yourself in these thoughts, overcome, and ultimately become more productive. Lisa also offers some free tools to our listeners for their own mind mastery journey. Wherever you go, your mind goes with you, so don’t miss out on Leisa’s indispensable, extremely relevant information on mastering your mind.
1-Minute Sections:
- 5:12-6:12: “Thoughts lead to feelings, lead to actions, leads to results.”
- 6:56-7:55: The root of worry and importance of slowing down and controlling your own thoughts.
- 9:02-10:08: Fight, flight, freeze, or faint - different ways of coping with fear and your awareness of your own response.
- 16:27-17:35: Your mind always has a goal, but sometimes your unconscious mind can prevail and get in the way by fulfilling its own goals.
Joshua Dick is a serial entrepreneur and author ("Grow Like a Lobster"). He discusses several great ideas on what you can do how to look attractive to a buyer.
Are you and your Company Transition-Ready? Text EXITMAP to 44222 for a free report & assessment!
Here with us once again is marketing expert Kathleen McEntee. After spending over 25 years in sales, she shifted to marketing with the goal of helping privately held companies up their game. Her specialty is in brand development and creating hand-tailored messaging that reaches their target market. During the current crisis, Kathleen’s expertise is especially beneficial.
In her interview, Kathleen talks about the way messaging has been shifting and new trends emerging during the pandemic. She also sheds light on the importance of communication, both with customers and employees. The means of communication should match the demographic you’re trying to reach, and attention to this factor can make a campaign more or less successful. It can be difficult to decide how to approach a marketing campaign during a time of crisis, but Kathleen’s knowledge provides much-needed clarity.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
A new 15 minute online tool for business owners and their advisors to discuss preparedness for exit.
Questions Answered:
1) Why do we need another exit planning assessment? 2) What happens when an advisor and an owner review the ExitMap reports? 3) Who pays for the reports?
Contact Info:
Website: www.exitmap.com Email: jdini@mpninc.com
Chris King of Status Flow discusses what you can do to increase #efficiency and minimize stress and #burnout - especially in times of crisis like #Covid19.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Back with us once again is Vistage member Patrick Renvoise, Chief Neuromarketing Officer and Co-Founder of SalesBrain. Normally, Patrick is traveling the globe teaching people about how the brains of customers work, and he has trained over 200,000 executives to be more persuasive. Lately, however, he has had plenty of time to think about how the science of human persuasion is relevant in the evergrowing virtual world. The effectiveness of remote selling has not yet been proven, and Patrick’s research is revealing that virtual encounters can be a severely limited form of communication.
To many people, Zoom is brand new, and we have not yet mastered the art of capturing our audience’s attention within this medium. Due to the way our brains process information, Patrick suggests a few unique communication rules when using platforms such as Zoom. The human brain isn’t used to digital lag, and even in the best conditions, video conferences can cause our attentiveness to drop rapidly. Zoom calls require powerful visuals and carefully structured variation in events in order to be most effective. In his ubiquitously relevant interview, Patrick explains how to strengthen your video conference tool kit in order to keep an audiences’ attention in a virtual space.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Get your notebook ready for this one, Don Rheem, CEO of E3 Solutions, is in the business of increasing workplace engagement through a science-based approach. Don is a nationally recognized TedX Speaker, former White House Correspondent, and Science Advisor to Congress. He is also the author of “Thrive by Design: The Neuroscience That Drives High Performance Cultures.” Don started E3 Solutions 12 years ago and his methods have proven to boost engagement, which results in higher productivity, profitability, and retention.
In his interview, Don emphasizes the importance of understanding how employees feel at the workplace, as this is the true mark of a company’s culture. Don comments on the importance of graciousness in the time of Covid, as memories made in fear will last a lifetime and retention may be dependent on thoughtfulness. He shares ways to create "emotional velcro" and discusses why compensation doesn't necessarily correlate with engagement. Don's insight is critical to building a more engaged and productive team, do not miss this fascinating conversation relevant to all.
1-Minute Sections:
- 3:24-4:34: We know the conditions which make brain function thrive, we need to design our workplace around this.
- 6:32-7:48: “What does it feel like to work here?” - That is your true work culture.
- 9:27-10:35: Compensation does not necessarily correlate with performance.
- 15:08-16:15: Factors that correlate with engagement and how the brain behaves.
- 17:01-18:07: Specific considerations regarding productivity and metabolic capacity during times of crisis.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Richard Lau, named “Domainer of the Year” in 2004, is the Founder of Logo.com, Resume.com, and NamesCon. He is in the business of building well-structured software companies which turn a profit. A business sale is not just dependent on good ideas, but good execution as well. Richard has generated millions of dollars of revenue in the domain industry and knows the value of starting with the end in mind.
In his interview, Richard explains why you need to start your business with a future exit in mind. A buyer will scrutinize every detail of the business, so it is critical that you don’t take any shortcuts and do your due diligence along the way. Richard shares some strategies he’s used in the past as well as things to avoid when considering this aspect of planning. He also discusses some of the metrics of a successful exit strategy that go beyond just a high valuation. Richard’s insight is valuable to anyone hoping to smooth out their exit planning process.
1-Minute Sections:
- 8:49-9:52: Why you need to set up your company with a future exit in mind.
- 11:04-12:12: Necessity of not taking shortcuts and doing your due diligence along the way.
- 14:09-15:28: Some of Richard’s various experiences selling businesses.
- 18:22-19:44: A successful exit isn’t just measured by earnings of sale.
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Judith is passionate about the freedom and opportunities she brings to her clients. With 20 + years of financial industry experience, there’s no one better positioned to help small to mid-size businesses leverage the power of cloud accounting software to help ease their accounting burden. Judith spent 15 years with Goldman Sachs in New York, eventually serving as Vice President in their Global Treasury and Banking Division. She is an Advanced Certified ProAdvisor for QuickBooks.
Some of the areas we covered in her interview: Looking Back on the Last Decade of Cloud Accounting • Take the Leap, Using Cloud Accounting to Increase Efficiency. • The 10 Biggest Money Leaks in Your Accounting System • Protecting Your Business From Fraud, Scams, and Theft • 5 Money Habits Every Business Owner Should Practice Daily
We hope you enjoy this 10 minute composite of Guest interview excerpts!
Click here to start your free exit-readiness assessment
Kathy Dawson, esteemed Provisors member and CEO of Dawson & Dawson, is passionate about getting people into the right job and is a sought after talent broker. She’s been in the Search and Staffing industry for over 35 years and is a Certified Staffing Professional. In 2008, Kathy started her company in order to create a one-stop shop for employment service. Kathy has helped thousands of business owners hire the right employee at the right time, and aims to make a difference in people’s lives one job at a time.
In her interview, Kathy shares valuable information for both business owners and individuals. She discusses some new practices coming to life due to Covid regulations, as well as potent insight regarding the economic outlook from her industry-agnostic perspective. Kathy explains why it is essential to see people as individuals with unique skills in order to find their best fitting job. Impactful hiring can and should be mutually beneficial, and a positive attitude goes a long way. Kathy’s giving spirit and deep wisdom on this subject cannot be missed.
1-Minute Sections:
- 5:29-6:36: Many people become entrepreneurs by identifying a need and starting a business which addresses said need - this is how Kathy started Dawson & Dawson.
- 10:47-11:57: New programs and job placement related to new Covid practices.
- 13:17-14:16: Status of the current economic outlook and unemployment statistics.
- 16:21-17:36: Valuable wisdom for entrepreneurs from Kathy’s 30+ years of experience.
- 18:31-19:30: 10% of Kathy’s business’ budget goes to people who need help without a fee.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Leslie Groene, President of Groene Consulting, is a Sales Coaching Consultant who provides the tools needed to enhance sales team skills and effectiveness. She serves as an industry agnostic, outsourced sales manager and trainer and has worked with many big companies. Leslie is extremely passionate about helping others create organic revenue growth. She has valuable information on how salespeople can and should continue despite the larger crisis.
In her interview, Leslie discusses why it is essential to understand the needs of your client. She also highlights the importance of knowing the long term value of your customers rather than just being focused on a one-time sell. Leslie suggests we now must shift from being sales representatives, to being resources for our client in order to help them remain in business through these challenging times. People need to feel understood before they will listen to you, and everyone has been impacted differently - intentional empathy is critical right now. Leslie’s tips are extremely useful to anyone trying to understand how to communicate during the ongoing crisis.
1-Minute Sections:
- 3:12-4:31: Long-term relationship selling by thoroughly understanding your client.
- 6:21-7:32: Speaks about strategies to use in this uncertain time of crisis and keeping focus on the clients.
- 9:59-11:10: Take the approach of finding your clients’ needs and find where you can help.
- 11:30-12:37: Identify what you can bring to the table to help your client remain in business, and other different things you can do now.
- 17:24-18:22: Identify your perfect client, consider your new prospects, and keep your existing clients.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Jessica Wilson, Owner of Ohana Bookkeeping, shares how she strives to make Bookkeeping minimally disruptive and ultra effective for business owners.
Please share this interview with your Social Media contacts!
Harley Bjelland of www.TheErisaLawFirm.com is an experienced ERISA attorney. He shares some examples of Executive Compensation practices that he sees regularly that may be illegal under current IRS Section 409A and strategies to retain and reward key employees.
Gary Johnson of J2 Marketing helps attorneys get more profitable clients. With over 20 years of sales and marketing experience, Gary builds strategies and offers simple solutions for attorneys to grow their practice by bringing in ideal clients. In this interview Gary shares valuable ideas for getting more referrals that can be used by anyone.
Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz
Nicole Nuzzo, Attorney at Bremer Whyte Brown & O’Meara, joins us today with insight on how family law has been affected by COVID. Nicole is a certified family law specialist and has been named one of the top 10 attorneys in California by the American Institute of Legal Counsel. She believes in open, honest communication, and engages in assertive, thoughtful, and compassionate representation. Times are changing rapidly, but Nicole is still finding ways to help families find creative solutions to settle.
Nicole shares extremely valuable resources to anyone struggling to deal with settlement or support amid this crisis. While the world has, in some ways, stopped entirely, domestic disputes have not, and still need to be addressed. Despite courtroom shutdowns, Nicole details various alternatives to reach a settlement - and likely save you money in legal fees as well. Courts may be far from reopening, but filing a motion may prove valuable in terms of retroactivity. If your life is unraveling due to a family law related dispute, it can be especially confusing and daunting during a pandemic, but Nicole’s resources and expertise will provide some much-needed guidance.
1-Minute Sections:
- 5:43-6:48: Discusses some of her core beliefs, including exploring mediation before litigation.
- 7:49-8:52: How the COVID shutdown is affecting court-ordered support.
- 12:52-13:46: Discusses her COVID resource page full of FAQs regarding family law.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Frequent guest and riveting speaker, Dr. Jerry Kornfeld shares the latest in medical information about strategies that can help you improve your outlook on life.
Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Ken Queen hosts the popular podcast "Income for Baby Boomers" on iTunes. In this interview he discusses how Baby Boomers can develop income and the concept of "Riches and Niches".
At ExitCoachRadio.com, we upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!
Bill Black, Host of the Exit Coach Radio Show, is a Certified Exit Planner and President of Exit & Retirement Strategies, Inc, a planning firm that develops written Exit and Succession plans for Business Owners so they are remembered for their planning (instead of their lack of planning). He can be reached at (866) 370-3774.
Simon Lovell went from being a bullied teen, addicted to drugs, alcohol, gambling and then built his own million dollar company, but he still wasn't happy. After healing his childhood trauma he now helps CEOS and entrepreneurs become fulfilled through a proven six week transformational process called The Super High Performance Formula. He is the author of The Black Ball: Does Anybody Else Have a Secret? and has been featured on Entrepreneur and Forbes. Simon is also the host of the Unshakeable Leaders podcast.
Today, we discussed the answers to these questions:
How does emotional intelligence impact performance in business? What is a black ball? What is the impact of meditation on a CEO / entrepreneur?
Get a pen and notepad ready for this next interview with Nada Lena, Founder of Rise Up For You. Nada is in the business of personal and professional development, and learned quickly that success is largely dependent on people. She began as a globally touring singer and dancer, eventually becoming an executive, and ultimately starting her company. Being in places where she didn’t speak the native language, she realized how important nonverbal communication is and she now applies her knowledge gained from being a successful performer to the corporate world.
In her interview, Nada discusses, in depth, the four pillars of emotional intelligence. Many of us want next level success, but not all of us are actually willing to make the changes needed to get to that next level, and change starts from within. Nada knows firsthand that sometimes the truth may be hard to hear, but will lead to exceptional results. A well-developed EQ will lead to the ability to adapt to your environment and ensure the audience will understand your message. Now is the time to start making positive changes in your life, and Nada’s expertise will surely help you become more successful.
1-Minute Sections:
- 5:34-6:44: Balancing introversion and extroversion - you have to understand the needs of the people in the room.
- 7:32-8:34: You don’t know what you don’t know - our assessment of ourselves isn’t always accurate.
- 11:56-13:00: Self-management is essential to emotional intelligence.
- 13:31-14:39: Having a game plan, but being ready and willing to adapt to your audience.
- 16:24-17:14: Discusses the amount of time and effort it takes to shift behavior and see sustainable results.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Dierdre Maloney, President of Momentum, LLC., is a “bliss-builder” who helps people live a more authentically happy and successful life. She has a storied background and is also a published author and national speaker. Dierdre’s approach is largely based on what she calls mildly audacious leadership, and she shares leadership lessons that people don’t usually talk about. She knows from experience that being a leader can get lonely, and it is important to develop ways to thrive in all aspects of life.
In her interview, Dierdre discusses the necessity of authenticity. Authentic living means more easily connecting with others, being very comfortable with yourself, and being aware of your own limitations. Dierdre speaks of the importance of having a trusted circle of people for meaningful feedback, and also identifying leaders you admire to model yourself after their example. Striving to be someone that others aim to model themselves after can help you and your business thrive. Listen to Dierdre’s expertise to jump start your well-being.
1-Minute Sections:
- 3:56-4:51: Be willing to be who you are and say what others won’t say, it is refreshing to others.
- 6:22-7:12: The correlation between living authentically and success.
- 14:19-15:19: Talks about the importance of making sure employees feel heard in a company.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
BizEquity's Valuation as a Service (VaaS)TM system was created to democratize business valuation knowledge for all business owners and the advisors who serve them. Our vision is to value every private business in the world and to make business valuation affordable, accessible, and real-time, thus ushering in the next great cloud based software andBig Data company for Small Business.
Questions Answered:
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Why did you start BizEquity?
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Why is BizEquity important to an advisor?
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Where is BizEquity in 10 years?
Contact Info:
Website: bizequity.com
Email: brent@bizequity.com
Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Miranda McCroskey of Unlock Legal shares her experience and precautions for Professionals of all kinds.
Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Hattye Knight, is a Human Resources professional, published author of Against Company Policy, a HR suspense novel, speaker, radio show host, and trainer. She is going to speak today about an employee relations issue on conducting a fact finding investigation.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Sven Buncher of Buncher Law Group shares tips from his extensive experience in helping negotiate high asset divorces.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Kelly Finnell is an attorney and the president of Executive Financial Services, a national ESOP consulting firm. Kelly is also the author of the highly acclaimed book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning."
Today, we discussed the following questions: 1. What has been the impact of the coronavirus pandemic exit planning strategies? 2. What are the key indicators of a situation where an ESOP might be an appropriate exit planning strategy? 3. what is the process for determining whether a company may be a good candidate for an ESOP?
Kelly is offering a free copy of his book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning."
Brent is the founder of RPA Wealth Management. RPA is a fee only financial planning firm that specializes in working retirees and business owners. They are based out of rancho Cucamonga, CA and the company was founded in 2013.
Here are questions we focused on today: Why do you specialize in these types of clients?
What does the process look like when working with business owners?
Why are you fee only and why is that important to clients?
Special offers: Download our ebook on our website Listen to our podcast at retirementplanplaybook Schedule a complimentary phone call on our website
Tim Foster shares valuable tips from his 40+ years of working with business owners - and some lessons he has learned from leading his own family business.
Speaker, author and entrepreneur Al Zdenek has empowered tens of thousands of people to live the lives they want now and in the future by demystifying the concepts surrounding personal finance. As a nationally recognized wealth advisor, Al’s repeatable processes and common sense approach has helped his clients make the 100% correct financial decisions all of the time.
We discussed the following questions and more: 1. Why should an entrepreneur or business owner plan their business around what they want in life? 2. How does a business owner/entrepreneur begin make sure to plan the business around how they wish to live now and in the future? 3. How did you reach financial independence by living the life you wanted to live? 4. What three pieces of advice would you give to someone to achieve this?
Having a Championship Team of experts by your side is the first step towards consistent and powerful wealth generation. Learn simple, common-sense steps for building a team of A-players with Al’s free online mini-course.
These 8 videos, with worksheets, will help business owners and everyday people alike to begin to master their cash flow, finances, and achieve life they want now and into the future.
Doug Gray, PhD, PCC has always focused on outcome-based leader development. He has worked with over 10,000 leaders in multiple business sectors, schools and colleges, families and non-profits. Since 1997, as CEO of Action Learning Associates, www.action-learning.com, his consultancy guarantees results using the globally validated AD-FIT protocol in workshops, assessments and executive coaching. Doug is also a consultant with the Family Business Consulting Group, a leading business consultancy exclusively devoted to helping family enterprises prosper across generations. Doug speaks and trains leaders throughout North America. His most recent book is Objectives + Key Results (OKR) Leadership; How to Apply Silicon Valley’s Secret Sauce to Your Career, Team or Organization (2019). This is his third book, written because his clients asked, “What really works?” Doug and his family live near Nashville, TN, USA.
Here are some of the questions we discussed today: 1. What is OKR Leadership? 2. How are family business leaders driving our economy? 3. How can leaders practice the HERO model during a global pandemic?
Free download of chapter 1 from Objectives + Key Results (OKR) Leadership; How to Apply Silicon Valley’s Secret Sauce to Your Career, Team or Organization (2019) is at www.OKRLeadership.com
Free digital training courses and access to most of my calendar for a complimentary meeting is at www.Action-Learning.com
Curt Mercadante is founder of Merc Enterprises and he is a branding expert, speaker and business strategist.
Here are some of the questions we tackled in this interview: You talk about an "authority brand." What other types of brands are there, and what's the difference? What are the four pillars of building an authority brand? Where do you start with an entrepreneur or business owner who wants to build his/her authority brand? What's the biggest mistake you see entrepreneurs make concerning branding? How have you seen branding evolve over your 25 years of experience? What is ONE piece of advice you can give to our listeners right now about building their authority brand?
Ksenia Muench of Wood Gutmann Bogart Insurance Brokers shares valuable insights about reviewing, understanding and insuring your risks as your life and lifestyle changes.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Michelle Tillis Lederman, CEO and Founder of Executive Essentials, is a Communications and Likeability expert. Formerly managing business loan allocations, Michelle realized that most business owners don’t understand the value of likeability, and wanted to explain how they could leverage their relationships to help business growth instead. This led her to start Executive Essentials, where she creates custom programs, uniquely tailored to each business, geared to aid in growth. Michelle has seen firsthand the value of likeability and how it directly correlates to the bottom line.
In her interview, Michelle explains why likeability and cultivating meaningful relationships are so valuable. People will pay a premium to do business with someone they like, over cheaper or better services. She highlights the importance of authenticity, and the notion that everything you do in business must be from an authentic place. In addition to sharing a few laws of likeability, Michelle also offers some tips on asking better questions that lead to more fruitful responses. Being liked and being respected are not mutually exclusive, Michelle’s information will help you achieve both and drive up business growth.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
In this 20+ minute highlight, Hans Sperling, Founder of Sperling Law Corporation discusses numerous strategies and ideas for your planning as you prepare for your Business Sale in the future, including the importance of your own pre-emptive "legal audit" to find and fix problem areas before your Buyer does, several tips on how to avoid "deal killers", and why your attorney should be your best friend when you are preparing to sell. Forward this to anyone who is saying they want to "sell someday soon"!
Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Tim Carlin, Colonel United States Army retired is a Certified Financial Planner and Certified Exit Planner at V Wealth Advisors. On September 15th Tim is publishing his first book available on Amazon, An Extraordinarily Ordinary Life, Life Lessons by Tim Carlin where Tim draws on his past experiences to give readers a crash course on facing lifes challenges and seizing its opportunities.
Questions we discussed: 1. What led you to a Financial Service career? 2. Why did you get certified in Business Owner Transition Planning? 3. Why did you write your book?
Joel Dobrin joined me Cost Segregation Initiatives. A true and still somewhat underutilized "Hidden Gem" of the Tax Code - Cost Segregation is a powerful strategy available to owners of commercial and residential rental property. It can also be applied when improvements are being made to existing or older properties. Enhancements made in the 2017 via Tax Reform and recently by the Cares Act have added key things that owners should be aware of.
Questions we discussed: 1. Who can benefit most from Cost Segregation? 2. Is there a building cost basis threshold needed for this to make sense? 3. Seems like more people are involved in this, some promoting Cost Seg and a host of other services, is there a difference in providers and what should one look for?
Joel will provide a no cost / no obligation benchmark overview assessing and illustrating potential tax savings benefits. Please feel free to call him at 805-680-3834 or email joel@costseginitiatives.com to discuss.
Jim Karas, of Jim Karas Personal Training, accidentally became a fitness instructor in 1986 and now has been a lifestyle expert for over 30 years. He’s authored several books, including “The Ultimate Diet Revolution,” and additionally secured his place as a well-sought after keynote speaker. Jim is a frequent contributor to shows like Dr. Oz and Good Morning America - he even was Diane Sawyer’s personal trainer and helped her lose over 25 pounds. While some may consider his approach to getting the best out of your mind and body to be controversial, he is prepared to tell you what others may not.
Coming from the business world, Jim approaches well-being as though it’s a business plan. He knows the value of an individual’s time and that they’ll have a better chance for success when they’re most efficiently allocating their resources. Jim sheds light on how we should be eating to help our metabolism function best, as well as what exercise methods will prove to be most effective given a limited amount of time. He warns of weight loss methods that don’t necessarily keep the weight off, and may actually make it harder to lose weight again. As a TV spokesperson, he knows firsthand that mainstream media can be sensationalized and not 100% accurate, listen to Jim’s interview for the truth about diet and well-being.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Jim Jubelirer of Jubelirer Results Group works with business owners on scaling up their business. Being around business his whole life, Jim has seen plenty of highs and lows, but he’s always been following how business and people work. Industry agnostic, Jim works with clients globally to increase value while practicing a very holistic approach. Additionally serving as an executive coach in training programs at Duke, he’s helped countless people find small wins that lead to big momentum.
Jim talks about not just what you need to do to reach your goals, but what you need to stop doing. He discusses the main predicting characteristic of successful people and why you should create a mindset of growth and well-being in all aspects of life. Jim also shares meeting strategies that improve team performance, including what he calls a “Daily Huddle.” Everyone wants to be on a winning team, help improve yours by listening to Jim’s vital information.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Brandon Miller is a CEO of 34 Strong, Prominent Vistage member, and Gallup Certified Strengthsfinder Coach. He is in the business of building enduring strengths-based interdependent organizations through developing strong people, strong partnerships, and strong teams. The Strengthsfinder assessment has been gaining popularity, especially among Fortune 500 companies. Brandon is an expert at using these results to help teams communicate more effectively and improve all around.
In his interview, Brandon connects the dots between leveraging employee’s natural strengths to increase in morale, retention, and engagement. Brandon explains how the Strengthsfinder assessment is different by focusing on what is right about people rather than what is wrong. People who are using their natural talents will become more engaged, and when this is applied to entire teams, they will enjoy a healthy boost in morale. Brandon shares measurable results as well as anecdotal evidence that prove the effectiveness of his claims. As a business leader, it’s crucial to remember that your best assets go home each night, invest some time in learning to strengthen your teams by listening to Brandon’s expertise.
1-Minute Sections:
- 2:25-3:30: Brandon explains Strengthsfinder and talks about how to improve engagement and collaboration by leveraging strengths.
- 12:10-13:30: How to begin to build your strengths and align strengths to help reach your goals.
- 14:17-15:22: Who is this for? Strong teams attract strong players and help retain them.
- 16:20-17:30: Stats and stories about engagement before and after the implementation of Strengthsfinder and how it relates to morale.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Ben Griffin is the Chief Visionary of CEOIQ, a company that provides Executive Coaching, Peer Advisory Group Programs, Strategy and Team Alignment workshops for Entrepreneurs and their Leadership Teams.
Questions Asked: 1. How long does it take to plan and execute an exit? 2. What's the biggest mistake you see entrepreneurs make when preparing to exit their companies? 3. What can entrepreneurs do to better prepare for the 'mental side' of an exit? Contact Info: Email: ben.griffin@ceoiq.com Website: www.ceoiq.com
Are you and your Company Transition-Ready?
Click Here or Text EXITMAP to 44222 for a free report & assessment!
Brant Cooper, NYT best-selling author of The Lean Entrepreneur and CEO of Moves the Needle. Brant is an entrepreneur and intrapreneur mentor who's leading organizations out of the mental industrial age of asserting power and control methods into a culture of creativity, innovation, and lean methodologies to offer new value to customers, overcome growth plateaus, and empower individuals to make innovative changes.
Brant runs a team of four to produce a $2M ARR. Brant and I talk about his success milestones such as IPO, acquisition and rapid growth...as well as devastating failures. Be sure and read The Startup Bluebook
Ryan Coon started out as an investment banking associate at BMO Capital Markets, then left this high paying job to travel, taught himself to code and launched a tech startup called Avail, an all-in-one software solution designed for DIY landlords that is now used by more than 600,000 landlords and tenants across the US. He is passionate about hustling and building wealth while remaining strong-willed and purposeful and wants to help others to do the same.
What we discussed: * What it takes to leave a high-paying job and build a business from nothing. * Everything you need to know about building a software as a service (SAAS) company: from coding to partners & everything in between. * Why persistence is key in running a venture capitalists (VC) backed start-up. * How to stay positive & keep investing in yourself
Jeff Prager, co-founder of The CFO Project, is the Cash Flow King. His company has one purpose: to help you make more money. “We created a system where we go through your numbers on a monthly basis and show you what to look at, when to look at it, how to interpret it and what to do about it. And, best of all, you don’t need to understand accounting or finance.”
Jeff’s breadth of experience is remarkable and extremely valuable to entrepreneurs. He’s been a CPA for over 40 years, so he understands all the confusing numbers stuff. But he’s also an author, speaker, and life-long entrepreneur, not just some paper pusher.
He has been a former CEO/CFO and owner of several successful multimillion-dollar companies. He was: • One of the founders of Ashworth Golf Clothing • The CFO/partner of a large land development company • The owner of Strauss Homes, which was once rated as the second largest privately owned home builder in Colorado and in the top 100 privately owned companies of Colorado (2003). • Jeff has helped dozens of businesses become stronger over many many years of entrepreneurship, and business development.
Because of his vast experience as both a CPA and a business owner, he has a firm grasp on the challenges businesses face whether they’re start-ups or seasoned pros. He's great at simplifying the numbers and an expert at providing a clear road map to improved profitability and cash flow.
QUESTIONS WE COVERED: What are the reasons a lot of businesses aren't profitable? Why don't business owners have more freedom ? What are the 5 steps to break this cycle?
Contact information: jeff@theCFOProject.com. We offer a free right-fit call: https://thecfoproject.com/rightfit-jeff/ and we are finishing up a new book called "Make More Money; The business Owner’s 5 step plan for bringing home more cash".
Today Vince and I discuss "Family Alignment" - what it is, how to get it, and what it feels like when it's in place.
To contact Vince, visit www.PrometisPartners.com
We talk about the catch 22 the business owner can be caught in when a health issue or death arises. How can business owners help their employees to be better prepared for a stress-free legacy? How can the business owners make sure they are optimally prepared for all possible outcomes?
For free Advance Digital Directive, text “Bill” to 714-709-2027 visit the website: GotItTogetherNow.com email questions to" Hello@GotItTogetherNow.com
Rick Terrien, author of the new book Ageless Startup: Start a Business at Any Age, describes how older workers can plan and launch small, independent businesses of their own to build more financial and personal resiliency into their lives
QUESTIONS WE DISCUSSED
• What are the biggest impediments older workers face when considering entrepreneurship? • What are the key steps to take for those considering entrepreneurship in the second half of life? • What is the key takeaway from your book?
The book (Ageless Startup) is available at Amazon, Barnes and Noble, BookShop, IndieBound and many others, or visit www.ageless-startup.com
Toby Needleman, Vistage Speaker and Positive Psychologist, has been a Life Success Coach for over 4 decades. Toby helps people unlock their true potential and live lives full of purpose, passion, and meaning. Her expertise is in helping people grow younger and making the rest of your life the best of your life. Aging is inevitable, but a decline in the quality of your life is not, and Toby has the keys to audacious aging.
In her interview, Toby shares ways you can create a quantum leap in your health, vitality, and fulfillment. She discusses strategies for designing the life you dream of going forward, in order to live the best years you can imagine. Toby describes the extremely powerful value of imagination and its position in helping reprogram your thoughts. Our minds have a vital role in determining our future, Toby explains the science behind this and how to leverage it to help achieve your dreams. You’re never too old to start living your dream life, and your future self will thank you for listening to Toby’s interview.
1-Minute Sections:
- 2:11-3:12: Personal awakening that she needed to either retire or rewire - and needed help doing it.
- 4:58-5:59: With a clear mental picture of success in mind, we can beat the inaccurate notion that aging means decline.
- 6:19-7:15: Importance of the imagination and its tremendous value.
- 10:02-11:10: Thought exercise for changing your preconceived notions about aging.
- 13:30-14:38: Chemical feedback of emotions - the health benefit of having a good mood.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
James Bean of SVN - Rich Investment Real Estate Partners, is a seasoned commercial real estate investment broker who specializes in wealth preservation and wealth transfer through the advantages of a Tax Deferred 1031 Exchange.
Here are some of the main points we discussed: What is a Sale Leaseback? What are the benefits of a Sales Leaseback? Can a business owner who owns their real estate use a Tax Deferred 1031 Exchange to relocate and expand or to "right-size" their foorprint?
James offers listeners a Complimentary Broker Opinion of Value on any one of their commercial properties.
Darrell is passionate about helping great companies grow revenue. He’s the author of the best-selling book Revenue Growth Engine, How To Align Sales and Marketing To Drive Accelerate Growth. He’s the host of the Revenue Growth Podcast on the C-Suite Radio Network and the co-host of the Selling From the Heart podcast. He’s a member of the Forbes Business Council and a C-Suite Advisor. As a Revenue Growth Strategist, he gets behind the scenes, rolling up his sleeves to help company owners, sales leaders, and marketing teams build revenue growth strategies.
We discuss: How companies can adjust their marketing and sales strategies to succeed in the post-COVID economy • The law of exponential revenue growth • How to set aggressive but realistic growth goals • What companies can do to finally achieve marketing and sales alignment • Why inbound marketing may not be the best strategy for many B2B companies - and the better alternative • The two most important metrics for B2B companies to gauge success
Rich Cocuzzo is the Founder and President of Sales Velocity Advisors. Providing sales consulting and fractional sales leadership services, Rich helps companies build or lead sales teams to accelerate business growth.
Here's what we focus on in this interview:
- How are you helping companies pivot and adapt due to the business disruption caused by COVID?
- How are companies navigating the change to a virtual Buying & Selling environment?
Special Offer: 30 minute free consultation to discuss how to get back on track and achieve your revenue goals for 2020.
If you've listened to the show for any length of time, you'll recognize Vince as a steady source of great business advice. Today we discuss the answers to the following questions:
What do most business owners do when the economy drops?
What has history provided us to help owners?
What are some of the key areas to focus on when the economy drops?
This is a fascinating interview. Dr. Roger Firestien has taught more people to lead the creative process than anyone else in the world. His latest book Create in a Flash: A leader's recipe for breakthrough innovation is his sixth book on innovation. In a beautifully formatted book he shares the key things that leader's need to do to nurture their creativity and the creativity of others --To compete and be profitable in today's marketplace and with all of the changes facing us, you need big, creative solutions and you need them now. Thanks Dr. Roger! His website: click here
Today we have two guests from Family Business Performance Center, Pete Walsh and Marc Ottestad. Marc has been working primarily in the Christian leadership development space and is a prominent Convene member. Before moving into coaching, Pete had dealt with a lot of firsthand pain and frustration working in a 90 year old family business. They both seek to smooth out the tender familial relationships and lead families to lasting peace and prosperity.
In their interview, Marc and Pete discuss some of the strategies they use when coaching. Their model is based on intentional practice and rehearsal, citing the NFL as an inspiration. They discuss the importance of having an objective voice in the room when dealing with issues within a family. At the end of the day, we all want to have success in our home and business lives, and if these two areas intersect, be sure to tune into Marc and Pete’s expertise.
Back with us once again is Vince Mastrovito, Exit Planner at Prometis Partners. Vince is a serious succession planner: he’s a certified business exit consultant, CBEC, a certified exit planning advisor, CEPA, a certified value builder, CVB, a certified disc plus coach CDVC, and 2019 Member of the Year at the Exit Planner Institute. He brings enthusiasm to finding creative solutions for each of his clients and helps them understand and identify what their value is to move them forward. Vince offers some ways to increase business valuation by lowering your bottom line.
In his interview, Vince discusses the importance of evaluating your business expenses, especially during COVID. He outlines some areas that may seem small but can add up to big savings on your bottom line. Vince also discusses why it is crucial to separate business expenses from personal expenses. He also suggests getting your debt taken care of well before planning an exit, as it can prolong the succession process. Lessening your expenses and debt can make the transition out of your business easier, so don’t miss out on Vince’s valuable insight.
1-Minute Sections:
- 4:59-5:57: How you can generally cut down on overhead costs by examining small-medium sized day-to-day expenses.
- 6:26-7:26: COVID and cash burn rate in relation to profits and losses.
- 9:03-10:05: Evaluating technology tools and productivity.
- 15:36-16:31: How overuse of discretionary expenses can bring the value of your business down.
- 17:10-18:12: Business owners need to distinguish between business expenses and personal expenses.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Paul Wirth, Founder and Chief Facilitator at CEO Axxess, is in the business of helping companies create clients for life. Originally trained to facilitate CEO round tables, he now has over 35 years of experience, from working with start-ups to Fortune 500 companies, and so much more. 68% of clients will leave due to indifference, and it costs 6-7x more to get a new customer than it does to retain an existing one. These statistics can be daunting, but Paul has crucial strategies for keeping your clients on board.
In his interview, Paul discusses the client experience and how it relates to their retention. While technology can aid, creating a unique experience for customers is key to get them to keep coming back. Paul explains the EOS Software and how it can contribute to customer loyalty and he also shares practical examples of companies that do this right. Paul also dives into the importance of being a part of Mastermind Groups and how they contribute to heightened success. In our time of commodity-based economy, it is crucial to cultivate a unique customer experience, and Paul’s knowledge will help you do just that.
1-Minute Sections:
- 4:06-5:05: An overview of EOS and what it can do.
- 7:09-8:23: Why it’s so important today to create client loyalty.
- 10:35-11:39: Technology can help, but creating an experience is key.
- 13:50-14:56: The important role of Mastermind Groups.
- 19:43-20:55: How CEO Axxess helps businesses develop by forming Mastermind Groups.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Click here to read this episode's transcript.
Chris Yonker, Founder, CEO, and Executive Performance Coach at his boutique consulting firm CHRIS YONKER, believes no one should settle for less than spending their time in peace, joy, and ultimate fulfillment. He has over 20 years of corporate experience working at 3M, but meanwhile has also dove deep into studying Neuro Linguistic Programming, as well as practicing various aspects of Eastern Philosophy. As he began business consulting, he noticed many CEOs and other outwardly successful people were not actually joyful in their lives. Chris knew he could make a difference in people’s lives by coaching them on how to live in their legacy.
In his interview, Chris enlightens us on the tremendous power of meditation. In times of COVID, many business owners may be realizing that it’s time to rebuild, and looking inward can help determine the best course of action moving forward. Chris discusses how you can start meditating, and why it is so useful to give yourself space to think about your desires. He explains how taking control of our brain’s task of assigning meaning to everyday life can lead to greater success, peace, joy, and deeper fulfillment. Chris’ fascinating interview could very well change your life, don’t miss his powerful insight on mastering your mind.
1-Minute Sections:
- 5:53-6:56: How you can rebuild in light of COVID.
- 7:50-9:05: One reason why meditation can help alleviate stress and help you plan for the future.
- 9:21-10:19: A reason why meditation can help raise your level of self-awareness and lead to deeper success.
- 11:32-12:33: A beginner’s guide to meditation.
- 15:45-17:02: We make time for what’s important, but we live thinking that there is always more time.
- 17:18-18:25: There is always a gift, you just have to look for it.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Click here to read this episode's transcript.
Landon Yoshida, Principal and VP of Wealth Management at Apriem Advisors, believes in serving first and selling second. Apriem has been named on Financial Times FT 300 list for the past two years. They attribute much of their firm’s success to the firm’s dedication to customer service, focusing on retiring industrial workers in Southern California. Landon used to work at a larger firm but sought instead to work in a setting in which he could really get to know his clients and their needs.
In his interview, Landon discusses reasons why a solid relationship with your wealth manager and other advisors is crucial. He talks a bit about what led him to Apriem and why it is more fulfilling for both client and advisor. Landon also sheds light on what it takes to make a successful retirement plan. In a time full of insufficient, impersonal automated services, hands on customer service from people like Landon is essential.
1-Minute Sections:
- 5:50-6:54: Cold calling vs. establishing a relationship - serve first, sell second.
- 10:48-11:56: Can you actually retire nowadays or will you have to get another job?
- 14:09-15:18: How to make the plan actually work and how it engages the next generation.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
To Read This Episode's Transcript: Click Here
Julia Wuench, Founder of The Authenticity Guide, and Contributor to Forbes, is passionate about helping her clients find more fulfillment in their work life. She does this by introducing more human connections, both externally and introspectively. The Authenticity Guide is a career coaching firm that specializes in problem-solving in the business world. Julia focuses on a more human-centered approach, utilizing tools like connection, communication, and collaboration.
In her interview, Julia discusses the extreme value of human connection. She related this to the current COVID crisis and how you can improve your connection, both to others and yourself. Julia shares some ways she’s helped people pivot their careers to a passion they can monetize, regardless of age. She shares valuable advice for anyone who is unhappy with their work-life, as well as a generous offer for our listeners. Do yourself a favor and listen to Julia’s advice on how to boost your connection and fulfillment.
1-Minute Sections:
- 3:47-5:00: The significance of human connection in the business world.
- 5:44-7:02: COVID and its effect on connections - why we must be intentional.
- 7:51-8:46: How to connect during COVID time whether you are thriving or struggling.
- 10:49-11:30: Career changes late in the game, you can monetize your passion.
- 13:30-14:39: Two pieces of advice for anyone who is unhappy with their work life.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Eileen Stephens is a Consultant at Culture Index who is an expert at assembling successful teams. She is in the business of helping business owners put together a strong team that will help them both take over their business and allow it to grow in the future. Using proven assessment tools, Eileen helps make sure people are in the right seats on the metaphorical bus. As Baby Boomers are exiting the workforce, it’s crucial we prepare the next generation to fill their seats.
In her interview, Eileen shares tips regarding business succession and the importance of making good choices regarding leadership staff. She shares relevant examples proving the wrong choice can be a costly one, as well as ways to avoid bad decisions. Eileen also talks about family members and their potential role in business succession. She shares assessment tools that will help ensure everyone is in a position that fits their skills and will help everyone thrive. Eileen’s tips could make or break your transition process, be sure to listen to her valuable knowledge.
1-Minute Sections:
- 8:35-9:33: It’s easy to hire someone persuasive, but making the wrong choice can be more expensive than you think.
- 10:38-11:40: Tips for getting the highest payout when you decide to sell.
- 14:34-15:24: Your child may not be the best fit for running the business - not doing anyone any favors if you put someone in a role they aren’t wired to do.
- 17:00-17:45: Most people want to do a good job and are aware of their own strengths.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
To Read This Episode's Transcript: Click Here
Back with us again is Peter Tentler, Certified Reverse Mortgage Professional and Owner of Independence Reverse Mortgage Solutions. Many of his clients introduce him as "The Financial Locksmith®" because he can unlock the equity in your home and help secure your financial future. While reverse mortgages may have a negative stigma, Pete knows this isn’t true. He’s been helping people unlock their wealth since 1994 and carefully listens to each client’s individual needs in order to best assist them.
In his interview, Pete gives a comprehensive overview of when a reverse mortgage might be the right solution for you. He dispels some myths regarding reverse mortgages and explains why it may be the first time you get excited about higher interest rates. Pete talks in detail about credit line growth rates associated with reverse mortgages. He also shares some case studies where reverse mortgages overwhelmingly helped families. In a time where the market is down but you still may need to leverage your liquid assets, understanding this tool is both relevant and powerful. Be sure to tune into Pete’s interview.
1-Minute Sections:
- 3:06-4:05: Some of the biggest myths in reverse mortgages.
- 6:48-7:54: Features of reverse mortgages and their relevance in Covid times.
- 13:01-14:11: “The Sandwich Generation,” and when you should consider a reverse mortgage.
- 16:25-17:35: A case study of a couple wanting to downsize while still having a large mortgage.
- 20:22-21:39: Anecdote explaining to an attorney how reverse mortgages can save people’s livelihood.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
To Read This Episode's Transcript: Click Here
David Greco, Attorney at RMO, LLP., and Provisors member, is an expert in the realm of trust and estate litigation. Specifically, David focuses on helping business owners protect their business in the event of a tragedy before they retire or sell. A knowledgeable expert in this field is essential to ensuring you, your family, and your business are well-prepared. David has useful strategies for avoiding courtrooms, especially during the extreme backlog of hearings due to the Covid shutdown.
In his interview, David goes over a variety of proactive measures that can help you avoid probate and protect your loved ones. He explains why probate can be costly and extremely emotionally taxing, offering alternatives for both before or after catastrophe strikes. He shares the documents that you should absolutely have in place and keep updated in order to prevent a litigation nightmare. David also debunks why you shouldn’t simply use a template and should always opt for professional guidance. Do yourself and your loved ones a favor and learn from David’s expertise.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
To Read This Episode's Transcript: Click Here
Rich Allen, Founder of Tour De Profit, is a business advisor and nationally renowned public speaker. Rich is in the business of helping business owners engage and activate the power of their team. For the last 30 years, he’s gathered knowledge and expertise that allows him to inform business leaders. He aims to help them energize their team and transform their business into one that is profitable, sustainable, and driven by radically engaged team members.
In his interview, Rich shares a variety of powerful tips business leaders can use to heighten the power of their teams. Rich discusses the tremendous value of building your values into your team as well as why you shouldn’t limit your growth to just your own knowledge. He also explains the way a high functioning business should operate using a bike as a metaphor. Rich emphasizes the importance of working proactively rather than reactively. If you wish to activate the power that currently lies dormant in your employees, this information is for you.
1-Minute Sections:
- 4:55-5:59: Why we shouldn’t limit our business growth to just the knowledge of the business owner.
- 6:21-7:22: Build a spirit of constant improvement embedded in the team.
- 10:34-11:41: A piece of Rich’s metaphor of how business is like a bike.
- 15:04-16:03: Radical engagement and Maslow’s Hierarchy of Needs.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Bill Ross is a Vistage Speaker, Personal Trainer and Founder of Major League Conditioning Centers (now called Bill Ross Fitness Solutions), author of “The Fitness Puzzle,” and avid fan of hamburgers. He was one of the first strength and conditioning trainers for Major League Baseball players and knows how to get results. Bill’s personal training center focuses on individual attention and education. Bill was ahead of the curve on utilizing 30 minute workouts, and has plenty more cutting edge philosophies on nutrition, habits, and exercise to improve your fitness and well-being.
In his interview, Bill describes his tested theories on what he calls “The Fitness Puzzle.” While we have been conditioned to think of calories as the key player in fitness, there are actually many other factors involved which must remain in balance with one another. Bill explains what happens to our bodies when we exercise and why 30 minutes is the ideal amount of time. He also dispels some myths about caloric intake and explains the science of how our bodies metabolize energy. Bill shares the key to proper health and why it's more important to control how we eat rather than what we eat. With Bill’s advice, you will have the tools to unlock a lasting happy, healthy, and successful lifestyle.
1-Minute Sections:
- 3:42-5:02: The truth about exercise and what it does to your body.
- 6:09-7:17: Dispelling myths about calorie intake and their role in metabolism.
- 10:16-11:28: Weight regulation is not about what you eat, but how you eat.
- 17:32-18:35: The role of enzymes in digestion, and how processed foods impact this system.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Back with us again is Shannon Peck, Talent Strategist and Hiring Exert at Wejungo. Shannon focuses on helping clients build a positive culture, streamline their hiring processes, and execute recruiting strategies. At Wejungo, they aim to join people together by hiring most effectively. She is also a Provisors member and her area of expertise could make or break your business transition.
In her interview, Shannon dives deep on the importance of careful hiring practices and talent management. A bad hire can be a costly mistake, and it is well worth learning strategic hiring practices. It is essential to have specific processes in place for hiring, as well as meaningful assessments for retaining employees and forecasting future talent needs. In a business succession, your biggest asset may be your employees, and cultivating a devoted, synergistic team is essential to high valuation and lasting success.
1-Minute Sections:
- 5:21-6:20: Why you should build documented hiring processes that are repeatable.
- 9:13-10:21: The importance of finding the right fit for specific positions.
- 12:41-13:44: Assessment tools for understanding people more than they may understand themselves in order to identify the best leaders.
- 14:08-15:08: Documented hiring processes which preventing discrimination claims.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices.
In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed.
1-Minute Sections:
- 3:18-4:35: Status of the market and what investors should be looking at now.
- 12:08-13:05: 10 year goals for WealthWise and financial service industry.
- 14:09-15:01: Importance of building a collaborative team spanning across various disciplines.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Eric Seropyan, President of This is My South Bay, is an SEO expert at his digital marketing agency. Eric also teaches part-time at Orange County Search Engine Optimization Academy. By taking advantage of Google’s algorithms, you can get free traffic to your website. Eric knows that this traffic can be a game changer for small businesses.
In his interview, Eric gives an overview on search engine optimization and why you need to consider it. Without proper SEO, it will be extremely difficult to have a successful online presence. In the increasingly digital age, this aspect of your business is absolutely worth spending some time, money, and effort. Eric shares some tips for getting the attention of both your clients and Google’s algorithms in order to boost your search ranking. The next level of marketing will be marked by the ability to drive people to take digital action, so be sure to get ahead of the curve and listen to Eric’s knowledge.
1-Minute Sections:
- 2:02-2:56: What is Search Engine Optimization and why is it important?
- 3:30-4:34: Discusses metrics which Google uses in Search Engine Optimization.
- 7:07-8:13: Optimization requires getting the attention of both Google and the person clicking to your site.
- 14:18-15:16: The next iteration of marketing is driving people to take digital action.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Ben Krueger, Founder of Cashflow Podcasting, is a podcast educator who helps people develop their own podcasts. After an internship, Ben took over production on the company’s podcast and eventually found himself helping others start their own. This marked the start of his company, Cashflow Podcasting, where he helps topic experts with the processes which enable a successful podcast. Ben knows the value of a podcast for maintaining a strong network of relationships.
In his interview, Ben explains why now is a great time to start a podcast and shares an overview of the fundamental principles of podcasting. He discusses why podcasts can become an important branch of your marketing department. Ben shares tips on how to be a successful podcast host regarding mindset and intention, as well as the recent transformation of the state of the world for notorious speakers and why they should turn to podcasts. He also explains why podcasting can help build trust within your network and how this eventually translates to increased business. In a time where the digital space is becoming potentially even more important than the public space, be sure to educate yourself on this fascinating area of communication and use Ben’s wisdom to your advantage.
1-Minute Sections:
- 7:25-8:42: Why now is a great time to start a podcast.
- 9:42-10:43: People may not start a podcast because they want to do it right.
- 12:43-13:54: The value of having the proper mindset when starting a podcast and how you can attain said mindset.
- 17:28-18:32: Why you should definitely start a podcast even if there are already shows on your chosen topic.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Ryan Skinner, Founder and Co-Owner of Summit Financial Partners, is in the business of dedicated retirement consulting. Ryan also is the author of best-seller “Taking Stock.” He took an early interest in the stock market and sought to help people find financial security. Ryan eventually decided retirement planning was his passion and he now helps ensure families can protect their wealth and live comfortably when retired.
In his interview, Ryan shares a variety of reasons why business owners can benefit from using insurance policies. There are so many different types of insurance policies, and it is crucial to use a competent professional who can build a plan that best fits your needs. Careful planning can protect and create a legacy for your loved ones. Ryan truly puts people first in his work, tune into his expertise for an overview on how insurance can impact exit planning.
1-Minute Sections:
- 7:53-9:01: Comments on the many reasons why business owners should use insurance policies.
- 12:34-13:22: People who fail to plan are planning to fail - importance of estate planning.
- 15:18-16:33: Using life insurance to plan a legacy for your loved ones.
- 16:50-17:45: Discussing his book “Taking Stock: Protect Your Wealth and Create Reliable Income for a Happy and Secure Retirement”
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Alison Gokal, of Gokal Law Group, Inc. is a Personal Injury and Trust Litigation Attorney and Provisors member. She is a self-proclaimed warrior for the injured and wronged, seeking to bring justice through litigation. After experiencing trauma caused by a manufacturer’s negligence as a child, she has made it her personal mission to ensure manufacturers are held accountable and aims to right their wrongs with all means available. Alison uses a business model which enables her to provide justice not only for those with the means to hire an attorney, but for anyone who has been wronged.
In her interview, Alison speaks to the importance of justice. If a business or individual has put their own greed and interests over the safety and well-being of people, they must be held accountable. Alison knows they can’t undo what happened, but knows they can ensure it won’t happen again. She provides useful tips for what you should do if you may have been wronged by a manufacturer and identifies patterns that may reveal a misuse of trust funds. If you understand your rights, you’re able to be a better advocate for yourself, so don’t miss out on Alison’s valuable information.
1-Minute Sections:
- 4:53-5:53: An explanation of the episode topic title.
- 6:35-7:47: Alison explains that she seeks to provide justice and not clog up courtrooms with litigation.
- 12:51-13:47: Patterns to look for in protecting a trust fund.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Karen D. Sparks, CDFA, Provisors member, and Owner and Founder of Divorce Financial Strategists, has valuable insights to share regarding the divorce financial analysis process. Before starting her own practice, Karen noticed too many people questioning the choices they made during the divorce process and sought to provide a solution. The goal of her practice is to eliminate the “whys” that may follow a divorce. In particular, she highlights how working with a CDFA will help to provide education and sound strategies that will help you avoid divorce remorse.
If you or someone you know is contemplating divorce or currently in the divorce process, Karen’s interview is for you. Karen outlines the full-scope of the divorce process and why starting with strategic financial planning is essential. Everyone’s situation is unique, and Karen does not take a cookie cutter approach in finding solutions that work for everyone. In a life-changing situation such as divorce, you need a grounding, neutral, expert voice to guide you through the process. Getting a handle on your finances first is essential to the rest of the process, and if you or someone you know is going through a divorce, be sure to learn from an expert like Karen.
1-Minute Sections:
- 7:53-8:44: Three things she prioritizes in her practice.
- 10:34-11:41: Importance of planning in a divorce and full-scope of divorce process.
- 15:33-16:33: Discusses some areas where her work intersects with other aspects of law - collaborative law.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Back with us again is Lauren Mullee, Attorney and Partner at Buncher Law Corporation. She specializes in Marvin Actions, or non-marital cohabitation cases. With the rise in popularity of non-marital cohabitation, this information is likely very important to you or someone you know. There is a lot of confusion regarding Marvin Actions and Lauren is here to clarify.
In her interview, Lauren outlines the origin of Marvin Action and compares this field to family law. The laws that apply to married people do not necessarily apply to those who have amassed an estate while cohabitating and unmarried. Despite the vagueness of the law in these situations, Lauren knows firsthand that there still may be disputes to settle. Lauren always keeps her clients’ bottom line in mind and shares some ways to settle outside of the court system. Until changes are made to the law surrounding non-marital cohabitation, a strong and knowledgeable advocate like Lauren is essential in these situations.
1-Minute Sections:
- 3:56-4:56: A brief background of Marvin Action and its origins.
- 13:20-14:23: The differences in legal meaningfulness for non-marital agreements vs. marital agreements.
- 18:06-19:23: What would need to happen for law development of non-marital cohabitation cases.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Craig Maloney of EverythingOnline, LLC understands the internet, digital integration and how to get the most out of all of it for your business.
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Steve Chevarria, CEO of Pansalus Consulting, works to cultivate productivity and a culture of well-being in the workplace. With his background of sports therapy and wellness coaching, Steve saw a great need for improved workplace culture. Steve and his team of behavioral engagement experts work with businesses to inspire positive changes across all levels, aiming to surround employees in an environment that naturally facilitates health and productivity. Employees who are healthy and productive contribute to business growth.
Healthcare is the number one rising cost in businesses, and preventative healthcare is far more affordable than reactive healthcare. Steve shares examples of how he gives purpose to changes to help them stick long-term. He discusses the importance of meaningfully listening to the values and beliefs of everyone in the organization, as every level may have a different goal, vision, and purpose. Accountability is crucial for achieving goals in the workplace, and Steve is the expert at leading companies to an improved culture of health and productivity.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Brad Davidson, VP of Metabolism and Performance Research at Stark, has an understatedly important job. He works with a group of highly-trained specialists to help rejuvenate high performing people, let them move more freely, look better, and have limitless energy. Energy is a leader's greatest asset and Brad’s expertise is in teaching executives which lifestyle choices they make that are limiting them from reaching their full potential. Even if you think you’re performing at your highest potential, chances are you can still improve, and Brad’s knowledge is invaluable.
In his interview, Brad explains why people who are experts at recovery are the most successful, and why dedicated downtime helps increase productivity. He also analyzes different kinds of stress and how to avoid unnecessary stress with simple changes to lifestyle choices. Identifying good sleep habits and being nourished as the most important factors in living with limitless energy, Brad takes the time to share some tips for achieving both. Your life will completely change when you learn that exercise and nutrition are not punishments, but actually incredible rewards that give you power.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Andrew Ballard, Vistage Speaker and owner of Marketing Solutions, joins us with strategies for growing your business. He has held every position in the marketing food chain, from sales rep to CEO, and been running his own company for the last 18 years. Marketing Solutions uses research based growth strategies to build value in companies before they transfer ownership. By looking at the entire enterprise from the outside, the specialists at Marketing Strategies can be more objective than someone absorbed in the day-to-day operations.
In his interview, Andrew talks about the importance of a business having a North star, as well as how to follow it. He also hammers home the idea that the owner’s opinion doesn’t matter, it is the customer’s opinion that does. Andrew makes himself valuable by helping businesses drive up their value before succession. Listen for multitudes of strategic, fact-based knowledge and a special offer on his book, “Your Opinion Doesn’t Matter.”
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Pat Leung of Leung Tax Advisors shares some great tips on tax-reduction strategies for Business Owners.
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Today’s guest is Nathan Mumm of Elite Executive Services. His company provides high end IT CIO services on demand for small to midsize businesses, while also hosting technology leadership groups across the US. Nathan has worked in a variety of tech leadership positions, most notably for Microsoft. He serves companies by acting as an outsourced CIO and can provide greater reaching expertise in his field than if he were a full-time employee at a single company.
In his interview, Nathan shares some of his experiences developing game-changing technology like the Xbox and Sharepoint. Additionally, he shares insight on how technology is rapidly advancing due to Covid-19. Nathan points to some real-world examples and speaks to what kind of innovation we may see in the near future. This acceleration is largely made possible by his technology leadership groups, which bring leaders in technology together to help speed the spread advancements across businesses. Listen to learn more about these groups, gain a network of tech experts, and help find strategic alliances.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Dane Maxwell, author of “Start From Zero” and founder of The Foundation, has a unique perspective on entrepreneurship that has brought him and his students' financial success. Today, he shares some of his ideas with us. Dane began his venture into business after finding he was unfulfilled with being an employee and realizing he wanted to build passive income streams. His passion is helping underdogs start their own business. Dane’s unconventional approach to business growth may be revolutionary information for those hoping to become successful entrepreneurs.
As we see drastic changes in consumer habits due to the pandemic, new business opportunities are becoming present - the time is ripe for starting your own business, but be sure to do it in a contemporary way. Traditionally, people have created a product and hoped it would find its market, but Dane stresses the importance of listening to potential clients’ needs and then producing specifically what they would buy. People buy results and not mechanisms, therefore by ensuring you have clients that would pay for precise results, your business risk is reduced. Listen to Dane’s interview for valuable tips on finding success as an entrepreneur while being your unique self.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Vince Mastrovito of Prometis Partners, Inc. shares valuable information regarding some of the issues family businesses face and their solutions.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
James Hinds, of Hinds Law Group, is truly a guiding light in these dark times. After studying at Harvard, he’s now been in the bankruptcy business for over 40 years. Today, he specializes in working with middle-market businesses to avoid bankruptcy while maintaining a holistic, industry-agnostic approach. James has successfully helped people deal with an assortment of economic downturns at various large law firms, and his insight on today’s economic climate should not be ignored.
In his interview, James explains a bit of his philosophy regarding the notion that his firm doesn’t “sell bankruptcy,” but instead looks at the larger picture to find alternatives. His out-of-the-box strategies are not only unique, but essential for protecting his clients’ livelihood. He examines the financial impact of the pandemic shutdown through the lens of a small business owner. James sheds light on how he’s dealing with many real-world situations that any sub-public business owner will find relevant.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Back with us again is Ashley Micciche of True North Retirement Advisors. Ashley and her father started True North as a way to help business owners with a smooth transition into retirement. Previously, she discussed ways to prevent an exit from causing everything to fall apart, however in today’s environment she explains what to do when things are already falling apart. Ashley offers some ideas for what you can do now to help your future retirement, even while business is at a standstill.
Ashley’s expertise helping business owners ensure they have everything they need for retirement is extremely valuable, especially if they’re hoping to retire in the next five years. She asks owners to consider what would happen to their business if they or a family member got sick. Whether your business has been completely halted, or just slowed down due to the pandemic, her advice may help your profit margins go up when the economy bounces back. Finally, she shares a few indispensable tips, useful for all business owners who one day hope for an easy retirement process.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Host: Buck Blanton Audio Library: www.ExitCoachRadio.com
Doug Anderson discusses intellectual property and the ways that it creates value for your company.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Chris Shipferling, of Global Wired Advisors, is a forward-thinking advisor with unique insight concerning the modern marketplace. His background as an executive, combined with the coming together of other visionary, like-minded people, led to the start of Global Wired Advisors. They shared the idea of helping businesses transition to the online marketplace, #consulting digitally native companies, and #advising in preparation for digital #acquisitions.
Chris discusses reasons why a company would want to buy a #digital company. During the pandemic, the digital marketplace is rapidly becoming the new storefront, and digital-native companies are more relevant than ever. This is the time for business owners to consider the future economic environment and shift into a digital mindset. Listen to Chris’ interview for a few valuable tools and an abundance of expertise regarding the current and future digital #marketplace.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Meet Dr. @AngelaLauria, founder of @TheAuthorIncubator. She has come a long way in the publishing world and, while she loves a beautiful book, her expertise is in publishing books that generate revenue and leads. She’s grown her publishing company from 0-$18 million in just three years and at The Author Incubator, Angela works with over 500 authors each year to successfully create books which drive business leads. With the halting of life as we know it, information of all kinds has rapidly become obsolete - writing a book now is a perfect way to be proactive and determine the new normal.
Angela shares some insight on “Pre-Covid” publications and adaptation to the new market. Whether you are a first-time writer or a published author, there are advantages to writing a book now. Listen to Dr. Angela Lauria’s interview for tips on how to begin the publishing journey with purpose and understanding how to use your personal expertise to generate revenue.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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Marc Garelick, is a Partner with Meyer, Olson, Lowy & Meyers, LLP, and has specialized in family litigation since day one. After years of experience working high asset cases in Los Angeles, he formed his own firm 6 years ago where they exclusively deal with family cases that require courtroom litigation. Located in Orange County, this is the largest family law firm in California. He works with clients goals in mind, and no two clients have the same needs. Every relationship is unique, and Marc stresses the importance of communication not just within your family unit, but with your attorney as well.
Marc has taken the time to shed some light on how people dealing with domestic issues may go about navigating post-pandemic courtroom proceedings. The close quarters we’re all subject to now only escalates the likelihood of domestic issues arising. Domestic violence issues may still be heard, however child support cases will likely fall through the cracks until courts reopen and catch up. Currently there are over 1700 motions just waiting to be filed, and that number is growing as the shutdown continues. The backlog of cases is likely to cause long-term problems, but Marc offers some advice on how to settle in a Post-Covid 19 world.
We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
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After many years of being a successful practicing MD, Dr Jerry Kornfeld decided to make himself available to people who needed medical help and information, and "Ask Dr. Jerry" was born. A frequent guest on TV shows and a sought after speaker, today he shares the ABCs of COVID-19 in clear understandable terms for everyone. Also check out his book "Your 100 Year Heart" on Amazon
Cynthia Flynn is Managing Partner of Hackler, Flynn & Associates (Employment Defense Attorneys) and a frequent Guest of the show. Today she shares up to date information on new programs and how to navigate COVID-19 issues for your business.
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Garrett Mott, an Attorney with Hanson Bridgett, discusses some of the common issues regarding Construction projects that you should be aware of.
Are you and your Business "Transition-Ready"? Go to ExitOnline.org or Text EXITONLINE to 44222 for a free checklist and Assessment!
Michelle Robin is a Chief Wellness Officer at Your Wellness Connection. Your Wellness Connection helps individuals, families and corporations connect with the innate ability to be well. Questions discussed: 1) Why is sick care a booming business? 2) Why is wellness a trillion dollar industry but we are barely moving the wellness of our country? 3) What can my company do to help our employee's? Contact info: Email: mrobin@yourwellnessconnection.com Website: yourwellnessconnection.com Bonus Material: e-Factor Course
Swami Tirtha is the Author of "The Hip Guru's Guide", and for the past 40 years he has been helping business owners and their families with natural health and stress management.
Transcript:
Swami: There's actually a lot of wellness research that shows that when businesses take care of their workers by giving them wellness plans, for example, several things happen more than we even expected. First, of course, they start feeling better. Secondly, they start to feel a sense of purpose, which you wouldn't necessarily put those two together. They then become more productive, more involved with the company, productivity goes up, quality goes up, and then another thing that people say is, "well, maybe if the workers are healthier, we won't have to pay as much in medical insurance or medical care," which is true, but they also found they were able to reduce their medical insurance costs in places like Safeway, saving millions of dollars a year. Taking care of your workers improves your heart, your soul, and your pocketbook.
Host: Bill Black Audio Library: www.ExitCoachRadio.com
Josh Brown discusses business ownership and offers tried & true methods that help both business and franchise owners scale and grow.
Transcript:
Bill: So, where do people tend to go wrong when they get into franchising?
Josh: I think people fall in love with brands, but they don't understand the underlying business model. And, if you're going to buy a franchise, and be a good operator, you have to understand the underlying business model. I think people don't take as much time and consideration into factoring in their territories, because, as much as you are buying a system, and you're buying a brand, and you're buying the expertise of somebody else who has come before you, your location, your backyard, your geographic location is so important for your business because we were talking about how small business who are not franchised compete against franchises, well franchises are competing against them, as well.
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Laura Ladoux shares a quick idea regarding setting up a business in a Community Property State (like CA).
Transcript:
Bill: What are some of the things you should be thinking about when you set up your business in a community property state? Here's Laura Ladoux.
Laura: One of my favorite things to do is help people understand that California is a community property state, and a lot of people don't really understand what the ramifications are of setting up a business when you are living in a community property state and you do have a spouse. One of the things I like to do is to sit down and find out if we need to have a community property meeting in place, is the spouse going to be a part of the company, do they want to be completely hands off? You know, we don't like to think of divorce, but my job as an attorney and as a legal business coach is to look at the holistic aspect of it and to prevent problems before they come, and it's a lot easier when you're setting up a partnership or a community property agreement when everyone's happy and friendly, to determine, okay, on the off-chance that this dissolves, what are we going to do?
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Ever wonder whether your Benefits Broker was earning their commission? In this brief highlight, Rhett Bray of Beacon Path explains how a Broker can earn their pay many times over when it comes time to renew your benefits.
Larry Bell works in the field of benefit planning for Non Profits after final regs.
Questions Answered:
1) How does it work? 2) Why would the client want to use this planning tool? 3) Why do consultants and clients need to use to solve the problem?
Contact Info:
Email: larrybell@theuniquesolution.com
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Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. A discussion about the new trends to automate employer-sponsored retirement plans in order to produce a better retirement outcome.New content daily - check back often!
Transcript:
Tim: If you've got a number of participants that are around 60 years old, for example, and you take the statistics that we just said in terms of how much money people would save for retirement and their readiness, and they look at it and they think, "well, I think I'm gonna keep working another three or four years," and then they start doing the math and they realize, "wait a minute, I don't have the money to do that." Well then, what's the natural tendency? They continue to work. And if that happens, you've got people working into their late sixties, early seventies. Nothing wrong with that, but what's the cost implication to the employer to have those folks as part of the health & welfare program that the employer, their productivity and those types of things. Those are opportunities for employers to really look at that. You know, those outcomes could actually get them to refocus on, as opposed to just offering the plan, having the plan work, and actually reach some of the goals in giving those folks an opportunity to leave when they're ready to leave.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
A 1 minute highlight of John Dade's interview.
Transcript:
Bill: Why should an investor look into something like a managed future?
John: Well, managed futures should be part of every investment portfolio. This goes back to the 1950's. A lot of people smarter than myself, Harvard professors, professors at the University of Chicago, Henry Markowitz back in the 1950's, came up with what's called, "Professionally Managed Futures: A Modern Portfolio Theory," which states that when you add a non correlated asset class to a balanced portfolio, not only do you get higher rates of return, but you also reduce your overall volatility and risk in the portfolio. A future's position is a commitment to do something whether you guess right or wrong, and it can be very expensive. On the other side, an option's position is what it is, it gives you the option, if you're right or wrong, to commit. So, simply, it's less downside risk.
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Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities)
Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each.
As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework.
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Veronica Saldivar has grown and sold a business - she describes some of the lessons she learned.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
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Brad Williams discusses how changes are occurring regularly and explains how he keeps on top of it all for his clients.
David McAlvany discussed the current market conditions, explains how we got here and offer suggestions on what to do about it.
Pete Tentler discusses two examples of Revers Mortgage transactions and the benefits to the clients.
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John Lee Dumas explains that in many cases age 50+ people are in a better position to be a Podcast host than their younger counterparts due to their extra years of experience.
To learn more about starting your own Podcast visit Podcasters' Paradise
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A 1 minute excerpt from a recent interview with Jonathan Levy.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Russ Williams, Founder of the Passkeys Foundation and the Ethical Edge, discusses his observation in working with Non-Profit organizations that they have a lot to gain through collaborating with pother Non-Profits and a lot to lose if they don't.
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Here's a 1 minute highlight from Brandon Miller. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
David Roemer of DDR Group, Inc. shares a 1 minute tip from his interview. Hear the full interview for more great tips!
Transcript:
Bill: It's been said that one of the building blocks of planning is managing your time properly, but how do you do that best? Here's an idea from action coach David Roemer.
David: To track your time for one week, you really have a much better idea of where you're wasting your time right now. I know I've done it, and I was shocked. I didn't realize I was spending as much time, for example, just doing things like answering emails that really didn't need to get answered right then and there, that could've waited. Doing things like picking up the phone instead of letting it go to voicemail and having to get back to what I was doing after the phone call. Because those distractions kind of throw you off, you waste time. So, tracking your time for a week really gives you a better sense of where you're wasting your time.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate,when to incorporate and in what state to incorporate.
Contact Info:
Website: www.corpnet.com
Email: allison@matryshkamedia.com
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
John Grace of Westlake Financial Advisors joins me once again to discuss current financial trends
Visit these links to learn more about John and receive timely information:
https://www.westlakefinancialadvisors.com/2019/03/01/can-you-survive-a-bad-loss/ https://www.westlakefinancialadvisors.com/riskalyze/
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
A 1 minute excerpt from a recent interview with Don Trone. Hear the full interview by entering 'Don Trone' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
Transcript:
Don: The law defines the minimum standard of care that must be demonstrated by either a trustee or an advisor, the minimum. In other words, if you want to have a qualified retirement plan, you must meet the minimum standards of care. It's not the job of the Department of Labor to define the highest standard of care for retirement plans, it's the job of the regulator to say, at a minimum, you must meet this requirement in order to maintain the qualifications of your plan. What it's gonna take to make retirement plans more productive for employees and participants in those plans, requires a leadership and stewardship response. Doesn't require more rules and regulations, it requires the plan's sponsor to take on more leadership and stewardship responsibility for the employees that work for that company. ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Allison Ostrander from Simpler Trading clearly explains what options are all about and how you may benefit from making them part of your investment portfolio.
Andy Gole of Urgency Based Selling joins me again to share important information for raising your sales results.
Al Caicedo is President and Owner of CKS Summit Group, founded in 1996.Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years.
Here's a 1 minute highlight from an interview with one of our Guests.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Steve Smith discusses Leadership vs Authority- If you have authority in your position, does that mean you are considered a leader?
Questions discussed: 1 – What is the most important aspect about being coached?
2 – How does someone determine that coaching would be good for them?
3 – How long does it take to see improvement?
GrowthSource Coaching is a business and executive coaching firm that helps business professionals improve themselves so they can run and grow better companies.
Website: www.growthsourcecoaching.com
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Michael Genevay discusses benchmarking, energy efficiency, and energy compliance for both current business owners and those looking to make an exit. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
Transcript:
Michael: The last time we talked, I believe it was the middle of June of 2014, and at that time we had discussed the AB 1103 mandate was for buildings that were 10,000 square feet, both commercial and industrial parks, up to 10,000 square feet and above. And now, it's been mandated that buildings of 5,000 square feet and above is now the benchmark to where this new law comes into play. So, it does incorporate a lot more of the buildings than previous.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Kaaren Hall is the President of uDirect IRA Services in Tustin, California. Kaaren helps people use their retirement accounts to invest outside of wall street into real estate, private stock, loans and much more!
Questions Discussed:
1) Is self-directing for everyone?
2) What are the steps to self-directing an IRA?
3) How long does the process take?
Contact Info:
Email Address: KHall@uDirectIRA.com
Website: www.uDirectIRA.com
Bonus Material:
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
The Econologics Institute provides financial education on financial and transition planning to owners of
professional practices. Through their Private Practice Millionaire Academy, they empower private practice
professionals to achieve financial prosperity and wealth. Today's talk is on how a private practice owner can
build a business to sell for maximum value.
Questions discussed:
What is the product of a financial advisor?
What is results-based financial planning?
What is results-based transition planning?0
Contact info:
Email Address christopher@econologics.com
Website www.pchristophermusic.com
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Listen to this Master Certified Executive Coach as she explains how the questions make all the difference.
Transcript:
Bill: An effective coach can change your game and can change your life. Here's expert Moty Koppes.
Moty: People, when they come to coaching, they have already thought about what they want or what they have been dealing with. But, what is happening, where coaching is different from any other profession, is not just asking a question and really wanting to have an answer, it's asking such a powerful question that it's going to shift the frame of reference about who they are, their belief system, their knowledge of themselves, and how they perceive themselves. So by shifting their frame of reference, then they have what it takes, and all they have to do is apply that in order to get to where they want to be.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Bill Jenkins is the Founder and Senior Pastor of The Church of ACTS in Indianapolis and author of several books and instruction manuals. Questions discussed: 1. How many times is the number 15 mentioned in the Bible? 2. How is the number 15 important in today's world? 3. What are the 5 main themes the number 15 has that sets us up for success in 2015? Contact info: Email: bblinged@aol.com Website: www.churchofacts.org ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
IP assets are important and planning for them is complicated -- but very necessary. Listen to Marc Hankin of Hankin Patent Law explain.
Find his full 20 minute interviews with the search bar.
We upload new content daily so please check back often!
Transcript:
Bill: When it comes to intellectual property issues, there's always a lot to think about, and one of the best minds in the country is Marc Hankin.
Marc: A little bit of planning will really prevent a big problem down the road, and intellectual property protection is somewhat confusing, you really should talk to someone who's a specialist at doing this, but not doing that costs so much more down the road because you haven't protected your most important asset which is your technology. You have to, first of all, protect your technology, protect your inventions, your innovation. Number two is worry about, when you're buying a product from someone else, whether you're a value edit reseller or distributor, if you're getting products manufactured for less money, for example, in China or somewhere else, when you sell those products here in the United States, you have to worry about whether someone has rights that can block you, and perhaps come after you and sue you successfully for infringing their rights.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
In this 1 minute highlight, Tim Voorhees, Managing Partner - MatsenVoorhees Law discusses an overview of a tax reduction technique called "Capital Gains Split Dollar".
Transcript:
Tim: We started with charitable remainder trust back in the 1980s, but the industry and the tax code have both evolved to the point where there are now much more sophisticated vehicles. One of the clever techniques we've developed over the last couple years is a solution referred to as, Capital Gains, Split Dollar. We simply have a client with an appreciated business have the buyer put the money in a trust for the benefit of our seller, our client, and when the buyer puts the money in the trust they receive a Split Dollar Agreement, so there's no current tax on the transaction. Moreover, if the client invests the money in the trust tax efficiently, there's only a very small tax, and the wealth grows tax efficiently, so the client can then borrow it out with tax-free loans throughout his or her lifetime, and know that the balance will pass tax-free to the children. And, when you look at the benefits of that type of Capital Gains, Split Dollar solution, you see that the client literally can have two, three, four times more wealth as opposed to just selling a business in a taxable transaction.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
In this interview highlight, Phil Calhoun of Beta Benefits discusses his new book, Rising To The Next Level, available on Amazon and at www.Risingtothenextlevel.com
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Jan Rutherford is the Founder of Self-Reliant Leadership, a company focused on helping companies face the challenges of today's blended, matrixed, and virtual teams. Questions discussed: 1) What is one mistake you witness leaders making more frequently than others? 2) I heard you’re getting ready to lead The Crucible - what is that? 3) If you had only one piece of advice to provide to leaders and their teams, what would that be? Contact info: website: http://selfreliantleadership.com email: jan@selfreliantleadership.com ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Roger Royse, Attorney-Royse Law Firm discusses the importance of documenting everything. Unfortunately, the lack of good documentation is a common occurrence that leads to problems in his experience.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Here's a past highlight from one of our Guests.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
A 1 minute excerpt from a recent interview with Len Hornung.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Debbie Lundberg is an author, speaker, and president of Presenting Powerfully. Today, she will discuss reversing the slobification of America. Questions discussed: 1) What makes a good leader? 2) How are we motivated or driven? 3) When things don't go as planned, what next? Contact info: email: debbie@debbielundberg.com website: debbielundberg.com ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Kathy Condon discusses social media strategy, and how taking extra time to explore your connections can go a long way. ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Carole Krechman discusses visibility, technology, and the ability to create a captive audience. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Chris Sprague of the Chris M. Sprague Team, discusses how finding your "zero point" is the key to reducing frustration, increasing performance and happiness.
Need to work ON your business? Start with a free assessment at www.BizGrowth123.com
Ashley Micciche of True North Retirement Advisors shares truly important information about preparing for your future exit.
Kellee Johnson of Ballast Group shares brilliant tips about the importance of your story and getting others to tell it.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview!
Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Marc Koehler is the President of Lead With Purpose a company dedicated to helping people lead more purposeful and inspiring lives.
Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Joe coaches bright people to turn their "talents into treasures" so they can EXIT their "soul-sucking" job.
Questions Answered:
1) Why Are People Afraid to Start A business? 2) Everybody's different! What's "the right" business? 3) What are the fundamentals needed to succeed?
Contact Info:
Website: http://TalentsIntoTreasures.com
Email: rapidresults@gmail.com
Help this Guest out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Christine Miles is the founder and chief architect of CI Squared. CI Squared is a Leadership Development and Sales Training Company. We believe people and organizations have untapped potential, and we empower organizations and people to reach their potential through our proprietary communication framework called "The Art of the Nudge." People and organizations must continuously improve and innovate business processes and key activities. Our framework is designed to work within an organization’s current system, nudging them to pivot in an agile and adaptable way to achieve superior business outcomes; that is, increased revenue, Increased profit/reduced cost, increased employee satisfaction, increased customer satisfaction, all leading to increased shareholder value.
Questions Answered:
- What are the current trends that you perceive in the world today that impact businesses?
- You have developed an innovative communication framework as a result of these trends. What are the core principles behind “The Art of the Nudge?”
- Can you explain your 5 Step framework?
Contact Info:
Website: http://cisquared.net Email: cmiles@cisquared.net
Help Christine - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Pat Soldano is a champion for American Family Businesses. Listen as she describes some of the biggest challenges facing family businesses and what you need to know.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Jonathan Michaels is experienced as an Attorney - and a writer - in the Automotive industry. He recently achieved a milestone as he wrote his 100th article for the Los Angeles Daily Journal!
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Peter is the Founder of the Master Planning Institute. Today, he is here to discuss why some business owners do, or don't need, a master plan to succeed!
Questions Asked:
1) What is a Master Plan? 2) Why do business owners need a master plan? 3) Why don't business owners need a master plan?
Contact Info:
Email: peterchristman@christmangroup.com Website: www.masterplanbook.com
Bonus Content:
"The Master Plan" is available on Amazon, eBooks, and Barnes & Noble.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Michael Caroff of Caroff Communications shares some great tips on how you can make your website rock!
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Jerry Neitlich of IN/House Corporate Real Estate tells us that most people don't think about their business lease until it's almost up, and that's a mistake in today's tight real estate market.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Domenic Rinaldi of Sun Acquisitions (and the host of the popular podcast "M & A Unplugged") share valuable information to help you prepare to sell your business.
Robin Waite of Fearless Business shares brilliant tips and strategies on how to "productize" a service business and stand out from your competition.
Steve Smith of Growth Source Coaching has been a popular guest of the show many times. In this interview he shares his insights about the effectiveness of coaching and future trends you you should be aware of.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Merry Neitlich, Managing Partner of EM Consulting, shares her strategies for being effective with your Social Media efforts.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate, when to incorporate and in what state to incorporate.
Questions Answered:
1) What are the basics of business structures? 2) What should our audience know about them? 3) Why should we structure our business?
Contact Info:
Website: www.corpnet.com Email: allison@matryshkamedia.com
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Tri Nguyen, a Vistage Worldwide Chair and the founder of of Consious Business Coaching shares her tips, ideas & precautions so you can be well planned!
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free online Value Builder assessment - click here
Dale Martin of DocuFrog shares his tips, ideas & precautions so you can be well planned!
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free online Value Builder assessment - click here
Tyler Sickmeyer of Fidelitas Development shares his tips, ideas & precautions so you can be well planned! Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free online Value Builder assessment - click here
William De Temple is the Founder of Build A $100 Million Company. "Build A $100 Million Company" provides business coaching and training by sharing over 40 years of experience, knowledge, and wisdom to help young companies achieve the success they deserve.
Questions Discussed: 1. Why is building a $100 Million company the target you recommend to business owners? 2. Why not aim for $5M or $10M, this seems like a lot to most people? 3. What are the two most important items a business owner needs to build a $100M company?
Contact Info:
Email: wdetemple@antirion.co Website: www.Antirion.co
Work ON your business - free assessment at www.BizGrowth123.com
John Marder of First Bank shares his tips, ideas & precautions so you can be well planned!
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free online Value Builder assessment - click here
Gene Heino shares his tips ideas and precautions for business owners as we approach open enrollment season.
David Scranton of Sound Income Strategies shares his wisdom and insights on how you can find income in today's investment horizon.
Kathleen McEntee shares valuable tips and ideas about how to meaningfully engage with customers and reveals the biggest most business owners make in this area.
Cindy Flynn of Hackler Flynn & Associates joins me again with important updates that affect employers with 5 or more employees.
Today's Guest: Monica Goel of TLD Law
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free online Value Builder assessment - click here
Today's Guest: Moses Yneges of The Accident Injury Law Center
Check out our new search directory to hear top Advisors and Speakers or book YOUR interview at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Today's Guest: Bradford Bach of Titan Technologies
Check out our new search directory to hear top Advisors and Speakers or book YOUR interview at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Franchise Frank shares his incredible widom and tips about choosing the right Franchise for your needs.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free online Value Builder assessment - click here
Angela Sloan is the CEO and founder of Sloan Financial Group. Today, she will discuss the key aspects that women need to know about retirement, and how they can plan for it.
Website: www.sloanfinancial.net
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz. Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Harris is the man that teaches us how to squeeze the most juice out of our orange. We all have this idea that we need to do more business to make more money. What Harris has done though, for himself and others, is teaching how to get the best use out of the business, time and money that we are currently working with, now.
Website: www.HarrisHelps.org
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz. Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Dr. Simon is a corporate anthropologist. Her business, SAMC, specializes in working with CEOs and companies that need or want to change. For today's talk, the topic is all about "corporate cultures and how they impact successful executive succession."
Website www.simonassociates.net
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz. Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Tom is a Chair of Vistage Worldwide, the world's largest CEO and Presidential organization with 20,000 members.
Email: tomr@roddelnhs.com
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz. Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Wesley Belden discusses branding trends, individual vs. company branding, and how social media can help or hurt a brand.
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz. Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Moty Koppes of Total Life Management is a Master Certified Executive Coach. She shares 7 questions that will make a huge difference in the way you think about yourself.
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz. Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Carolyn Rosenblatt, Co-Founder of AgingParents.com and Author of "The Baby Boomers Guide to Aging Parents" (available on our website through Amazon.com), discusses the Three Pillars of Healthy Retirement, expanding your Health Span, and their unique combination of skill sets to help their clients deal with family aging issues.
Check out our new search directory to hear top Advisors and Speakers at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz. Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Join Tri Nguyen and the LAX Coastal Chamber for a Special Event
"Leadership Effectiveness Training Series"
The series is on Thursdays as listed below from 2-6 PM at
The LAX Coastal Chamber 9100 S. Sepulveda Blvd., Ste. 210, Los Angeles, CA 90045
For complete Information and to Register visit laxcoastal.com/wit or call 888.990.9059 X10
Or choose to register to any of the upcoming dates:
- August 2, Trust: The Currency for Everything
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
RC Peck of Fearless Wealth explains how you can become a better investor and stop relying on uncaring advisors.
Jennifer Peek of Peek Advisory Group shares great tips to help you protect and grow the value of your business.
Vince Mastrovito of Prometis PartnersCalder Capital, LLC share their brilliant tips and precautions for getting your business in marketable condition.
Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz. Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Jennifer Ferguson of Oasis Outsourcing shares her extensive knowledge of how a PEO can make a business more efficient and profitable.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Lois Balla of Nuage Consulting Group explains the state of the art in software systems and why it matters to your company's bottom line.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview!
Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Michael Trezza of Lithyem shares cutting edge ideas on cutting edge technology that can help you do more and have a more valuable company.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview!
Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Richard Sung of Orion Property Partners, Inc. is passionate about the Southern California Commercial reals Estate market and shares his tips - and precautions - for you.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview!
Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Rich Cocuzzo of Sales Velocity Advisors shares the biggest mistakes business owners make when it comes to sales and how to solve them.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview!
Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Angela Sloan of Sloan Financial discusses the crushing impact of Student Debt and potential solutions.
Bob Karcher is the co-author of "Who are the Joneses, Anyway?"
Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz
Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
US Business Counsel is a business law firm with over 20 years of business and legal experience serving the needs of small to midsize growing businesses.
But they are more than just that: their attorneys, led by founder Saji Gunawardane, have actual business experience working "within the ranks" to help lead family-owned ventures and Fortune 500 companies to new heights. As Saji says, "the stuff they don't teach you in law school, but which allows you to relate to the business owner's experience." And we discuss their "Corporate Counsel Program," which is a unique flat-fee model for business owners.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz
Steve Cade focuses on Business Crisis intervention by taking over the key operations of a company so as to prevent a “Fire Sale” or a disruption in the flow of business.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Leslie Elkan has been so involved in her community in so many ways, it's no wonder that she has become so successful in the Real Estate business. Here, she shares great tips and ideas on real estate and how to be a productive community member.
Contact her via email at leslie@ElkanRealtor.com or go to her website www.ElkanRealtor.com
Help Leslie out - Click the LinkedIn button to Share this interview with your contacts! Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Marla is the principal/owner of Malkin Marketing Group. She is a Fractional Chief Marketing Officer and a Strategic Communications Professional for Service Firms and Medium Size Businesses.
Please share this interview with your Social Media contacts! PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name!
Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz
Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Jeff Brown of Jeffrey Brown and Associates shares how he works with established companies (primarily distributors and manufactures) who are facing the challenges of minimum wage increases, benefit increases and companies who are seeing the margins shrink. He assists them in an area known as "Business Process Reengineering", helping them work more efficiently and yielding higher worker productivity and improvement in profits.
For a copy of a free article titled "Going big - Growing your business" email Jeff at jbrown@jsbnetwork.com
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz
Amanda Singer is the Owner of the California Family Mediation Center and San Diego Family Mediation Center. Her business is family mediation, which mainly focuses on divorce mediation and working with couples who want to stay out of court.
Please share this interview with your Social Media contacts! Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz
Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Ric Franzi is a Best-Selling Business Author | Keynote Speaker | CEO Peer Groups Chair | Radio Show/Podcast Host. He's brilliant. Just listen and you'll see. In this interview Ric describes what's he's learned from years of Coaching Business Owners and talks about his new book. Contact Ric at rfranzi@criticalmassforbusiness.com or (949) 887-4104. Or visit CriticalMassforBusiness.com
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Anthony is a commercial real estate broker at Major Properties in Los Angeles He represents property owners, buyers, tenants, investors and developers of commercial and industrial property throughout the greater Los Angeles area. Helping clients with acquisition, disposition and leasing.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Angela Huntsman is the Founder of, and Lead Consultant for, Humanyen, a training and development group that helps businesses better manage people problems that arise from poor performance and poor communication. We help individuals and teams build better relationships through simple and easy methods that repair the costly communication breakdowns at work.
Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
John Grace of Westlake Financial Advisors joins me once again to discuss current financial trends.
Klaudia Kovacs is a Business & Life Coach and is going to talk about specific techniques that will help you to create a powerful and fulfilling New Year professionally and in your personal life. Klaudia has coached some amazing leaders and she has great tips and ideas in this interview!
Your friends who are business owners or self-employed NEED this information! Please share it with them!
Julie Blank of Point Blank Consulting shares her extensive knowledge on how to manage the effectiveness and profitability of multifamily property ownership.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Adam Grant of Alpert, Barr & Grant offers tips to get the most out of your website.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest.
Transcript:
Bill: Are you getting full usage from your website? We asked expert Adam Grant.
Adam: If the only thing you're doing is following your marketing professional's direction of having as much traffic driven to your website as possible, then you're using your website for only a fraction of what it should be used for. It's not just there to provide information, it can be used to attain information from people who come to your website. Whether it's through merely using Google Analytics, or there's other software out there that can readily analyze what type of device people are on, what pages they really look at, how long they're there. You can maximize your site to improve it's ability to get the information and you can target your marketing to specific geographic areas, or if people are spending a lot of time, for example, looking at your business litigation, target those areas because those are the most popular.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
David McAdams is a well-known financial educator in Memphis. His retirement presentations have been widely attended by retires of FedEx, Northwest Airlines, UPS, and UT Memphis. Mr. McAdams has assisted numerous families with investing several million dollars. David has published articles in Forbes Magazine, the Germantown Times, and the River News on estate planning and has taught the retirement Investment Strategies Class at several area workshops.
Mr. McAdams is the President of McAdams Tax Advisory Group, LLC an independent advisory group specializing in issues concerning retirees. McAdams Tax Advisory Group has an A accredited rating with the Better Business Bureau, and is a member of the Greater Memphis Chamber.
Questions Answered:
1) What are your thoughts on why 75% of retirees are receiving reduced Social Security benefits? 2) How are the Baby Boomers approaching Social Security decisions of how and when to draw differently than their parents? 3) What are some common myths about Social Security? 4) What are some ways to maximize Social Security?
Contact Info:
Website: http://www.mcadamstaxadvisory.com/ Email: tclaiborne@mcadamstax.com Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Lydia Mehit is a Co-Owner of Custom Business Planning and Solutions, a company based out of Irvine, California that helps people start their own businesses.
Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com
Vince Mastrovito is the Owner of Prometis Partners Inc, a business coaching and exit planning firm. In this interview he shares why owners put off planning and the consequences of delaying too long.
Richard H. Golubow is an insolvency and financial restructuring attorney. He is a founding member and the managing shareholder of Winthrop Couchot Professional Corporation, one of Southern California’s premier bankruptcy, insolvency and financial restructuring law firms, speaking about bankruptcy and financial restructuring. I always try to keep my clients as far away from bankruptcy as possible, because of substantial cost and delay.
Questions Asked:
1) Who is the typical client that you represent? 2) Are there industries that you specialize in? 3) When should someone call you? 4) What separates or distinguishes you from other insolvency lawyers? Contact Info: Website: www.winthropcouchot.com Email: rgolubow@winthropcouchot.com
Help Richard out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Jim Sullivan is in the business of Land Conservation and is going to talk about the financial benefits related to conservation easements.
Questions Answered:
-
What is a conservation easement?
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This is something many of of our listeners have never heard of. Is this a new concept?
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How can this help someone exiting from a business, or someone in a significant income event?
Contact Info:
Website: www.foreverforests.net
Email: jsullivan@foreverforests.net
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Vince Mastrovito is the Owner of Prometis Partners Inc, and business coaching and exit planning firm. In this interview he shares tips and ideas for making the most of your "intellectual capital".
Help Vince out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
When you think of Group Health ("GH") think of Gene Heino ("GH").
Gene Heino shares his extensive wisdom and "do's and don't" regarding Group Heath benefits.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Marc Hankin of www.HankinPatentLaw.com visits with us again to discuss how to properly protect your Trademarks, Patents and Copyrights long-term for you and future generations, and how and when to consult with an attorney.
PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview! Please share this interview with your Social Media contacts!
Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz
Dr. Jerry's mission is to touch the lives of his audiences with the latest and most objective, scientific information about their most important asset, their health. Topics Covered:
1) Early Warning Signs of Heart Attacks 2) The Problem with Heart Disease 3) T-Cells and Cancer Cells
Contact Info:
Website: www.askdoctorjerry.com
Email: kjbkorn@aol.com
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Catherine Mattice Zundel, founder of Civility Partners, discusses the impact that discord in the workplace can have when an owner is trying to sell.
Sam Wazan discusses the qualities necessary for someone to be successful with clients, including attitude, presence, and problem solving ability.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Guest: Stacey McKibbin Company: Exit Ahead - A Division of Multivariable Solutions Website: www.multivariablesolutions.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Wendy Nolin turns "B" players into "A" players, and "A" players into Rockstars. She is going to talk about her upcoming book, Own Your Greatness, expected to be released later this summer.
Questions Answered: 1) How did you come up with this topic or book idea? 2) What does it mean to Own Your Greatness? 3) What have YOU learned, Wendy, as a result of writing this book?
Contact Info:
Website: www.wendynolin.com Email: wendy@wendynolin.com
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Michelle is an accomplished Author, speaker, communications trainer, executive coach and CEO of Executive Essentials. She is frequently quoted in the media and her client list ranges from Citibank to target to Madison Square garden. Today, she will explain what Relationship Networking is and why is matters to your personal and professional results.
Questions Answered:
- Why is Networking important to business?
- What is different about your approach?
- How do you use social media in the mix? Contact Info: Website: http://www.michelletillislederman.com/ http://www.11lawsoflikability.com/ http://www.executiveessentials.org/ Email: michelle@executiveessentials.org
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Donna discusses how Social Media sites have evolved and the importance of creating and maintaining a great LinkedIn profile and page.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Jeffrey Verdon of Jeffrey M. Verdon Law Group, LLC discusses asset protection strategies that do not require you to lose control of assets forever to work.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Jim Gitney of Group50 shares his views and tips on what Blockchain is and how it enhances a company's value. To learn more, access these resources:
Blockchain Explainer video: www.group50.com/blockchain
Blockchain Research project survey: https://www.group50.com/quiz/block-chain-survey/
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222. Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Mark Deo is an organizational psychologist, Certified Family Business Advisor and CEO of the Family Business Advisors Network. They have worked with over 126 family offices and businesses for over 23 years. helping to ensure ongoing passive income to the principles. They do this by optimizing the performance of the management team to create consistent growth and increasing enterprise value.
Get Mark's Book:The Rules of Attraction: Fourteen Practical Rules to Help Get the Right Clients, Talent and Resources to Come to You!
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Vistage Worldwide is a tremendous asset for business owner members. But many members are overlooking an important resource. Here Ginger Anderson discusses the importance of joining and attending their Networks especially the Family Business Network for those in family businesses. I attended the meeting in San Diego this morning and it was very valuable for all attendees.
In this 20 minute interview, Martin Staubus, Beyster Institute at the Rady School Management discusses how an ESOP can be a tax-advantaged and effectiveway to sell and transfer your business to employees.
Help Martin - Click the LinkedIn button to Share this interview with your contacts! Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222. Advisors. If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Juan Ortega of Action Coach discusses misconceptions and realities of business coaching.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222. Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Chris Dirkers is an Action Coach and Solutions Expert. He shares some excellent ideas and tips for business owners who are thinking about preparing for their business transition and exit.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Patti Cotton discusses getting to the details, and how to engage clients and business owners with specific topics.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222. Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
Steve Smith of GrowthSource Coaching discusses tips on getting your business ready for sale.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222. Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
As more and more business owners contemplate their exit, a strategy is rising in popularity called "Half-Retire". Jim describes the process and who it's best suited for. Visit www.halfretire.com for more!
Reb Risty of www.ReblMarketing.com explains why most video campaigns aren't nearly as effective as they could be.
Rick Usher is a business attorney who often represents clients in the sales of small businesses and franchises. He discusses tips for selling your business.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
John Homas has many years of experience selling businesses (and preparing them for sale). However, things don't always work out perfectly and here he discusses a little know strategy for getting out from under SBA debt.
Vince Mastrovito of Prometis Partners discusses many of the factors that make your business attractive to a buyer.
Pete Walsh, Founder of Family Business Performance Center, shares ideas and strategies for Family Business communications.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222. Advisors: If you would like to be interviewed, get info and sign up at www.ExitCoachInterviews.com
John Nelson of www.CalCapPartners.com discusses what Venture Capitalists look for in a company and the weighting of each characteristic -- it's probably not what you'd expect!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Vincent is the founder and president of Prometis Partners, he began his career in 1989 providing wealth management services. After two decades with Lincoln Financial Group, Vincent decided to become an independent advisor. During his years with his own firm Vincent found his true passion in working closely with business-owners on exit planning strategies and developed Prometis Partners to pursue his dream.
He has successfully completed advanced education through the Exit Planning Institute, Value Builder program and Pinnacle Equity Solutions that focus their education and training on how to best help business owners successfully transition out of their business.
Help this Guest out - Click the LinkedIn button to Share this interview with your contacts! Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Addison Adams of Adams Corporate Law, LLP discusses considerations for business owners who are planning to borrow, sell or go public.
Help Addison out - Click the LinkedIn button to Share this interview with your contacts! Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Brad Leggett of www.LeggettSales.com returns to the show to discuss more in-depth recommendations on how to find, train, and motivate the right team, how to develop routines that make your CRM pay off, and a blueprint for productive sales meetings.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Terry Chambless of www.SCOREoc.org discusses Tips about how to form and use an Advisory Board to grow your business.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Lee Schwartz of Schwartz Profitability Group has helped uncork many operational bottlenecks in manufacturing and distribution companies. Here he shares tips, ideas and precautions about how he does it.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Sam Kohn, CEO at National Equity Funding, discusses loan tactics, including obtaining appraisals, consultation, and exit strategies. Help Sam out - Click the LinkedIn button to Share this interview with your contacts! Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Mark Neilson is a Managing Partner at Accretive of San Diego. Today, Mark will discuss PinPoint FOUNDRAISING, a quickly emerging alternative fundraising program that creates a win-win scenario for donors and their corporate/business supporters. Questions Discussed: 1) What is the evolution or purpose of PinPoint FoundRaising? 2) Why is this approach needed in the nonprofit community? 3) Where do you see this program going in the future? Contact Info:
Email Address: mark.neilson@accretivesandiego.com
Website: www.accretivesandiego.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Jeff Socha of Ark Financial Group discusses the value of financial education for up and coming business owners.
More and more, companies are hiring "experts as needed". Rich Cocuzzo, of Sales Velocity Advisors, explains how Business Owners can benefit from hiring Fractional Sales Leaders.
Vince Mastrovito of Prometis Partners is a frequent guest. Today we discuss the sometimes touchy subject of family compensation issues in a closely held business.
When George took over the family business, he started on a journey to 10x the value of the business and sell it. Here, he discusses how he did it.https://www.georgebandarian.com/exitcoach
Joseph Nazarian shares tips and ideas that, if you or someone you know has been injured, you need to know! http://www.NazarianLawFirm.com
Patrick Renvoise, Co-Founder of SalesBrain and co-author of "The Persuasion Code", shares more interesting research and insights as to how we are persuaded to make decisions and why you need to know about it.
Vince Mastrovito of Prometis Partners is a frequent guest - here he shares ideas on family business culture and what you can do to create a culture that lasts.
Michael Alan Tate, author of "The White Shirt - Find Your Peaceful and Life-giving Career at Any Stage of Life", discusses how people of all ages can prepare successfully for a career move.
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In this 20 minute interview, Marc Hankin of Hankin Patent Law discusses some of the changes in the Trademark and Patent laws that could affect you. He also discusses several tips and ideas for making sure your Intellectual Property is protected and a strong asset of your company. For more info, visit www.HankinPatentLaw.com
Help Marc out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz
Tim Templeton of Templeton Interactive shares tips and strategies to grow your business and discusses the hottest trends in social media today.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
In this 20 minute interview, Scott Robertson, President & Founder of Robertson Communications, discusses how to create a Brand that captures your customer's emotions. Scott has an extensive background in branding and shares numerous tips and ideas that you can start putting to work in your business today.
Help Scott out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Chris King is an issue resolution specialist & authentic presenter. He focuses no increasing the emotional quotient of your business and getting the most out of your employees.
Questions Asked:
1) What is an "issue resolution specialist/authentic presenter?" 2) What is the biggest problem with most companies today? 3) How can companies really differentiate themselves in a commoditized world? Help this Guest out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Martin Staubus is a Consultant for the Beyster Institute at the Rady School of Management. The Beyster Institute is a nationally recognized center of expertise in employee stock plans. Mark focuses on: 1) structuring ESOPs so business owners can liquidate equity on highly tax-favored, flexible terms; and 2) creating equity participation programs that use stock options, restricted stock, or other forms of equity compensation to attract and motivate employees.
The Beyster Institute at UC San Diego is the nation's leading university-based center of expertise on employee stock programs. They provide advisory services to business owners who are interested in monetizing some or all of their equity value through an ESOP (employee stock ownership plan) - a program that allows an owner to sell any portion of his stock to his employees, generating tax savings that can actually exceed the value of the stock being sold. The institute also advise on the design and implementation of equity participation programs that use stock options, SARs, restricted stock grants or other forms of equity compensation to attract, retain and motivate employees, and align the team's focus on driving the success of the business. Contact Info: Website: http://www.rady.ucsd.edu/beyster/
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
John Ayling is the CEO of LD Holdings. He is in the business of acquiring small to medium sized businesses owned by Baby Boomers who do not have succession orexit plan strategies.
Questions Answered:
1) What does the overall landscape look like for Baby Boomer Biz owners over the next 15 years?
2) Why has financing shriveled up over the last 8 years?
3) How can LD Holdings assist these Baby Boomer Biz Owners with an exit strategy?
Contact Info:
Website: www.ldholdings.com
Email: glenn@LDHoldings.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz
Andy is in the business of delivering professional trade show booth talent and training that help companies make their booth investments pay off, and is going to talk about ways to help your booth staffers attract, qualify, pitch, and stay connected to as many of your best prospects as possible.
Questions Answered:
1) Why does it matter how your staffers behave at the booth? 2) What's the key to creating a great booth interaction between your exhibit staffer and a show attendee? 3) What two personality traits must you exhibit to help you create that great booth interaction?
Contact Info:
Website: http://www.sparkpresentations.com/trade-show-training Email: andy@sparkpresentations.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Craig Redler of the Jeffrey M Verdon Law Group discusses a little known but very important strategy for business owners.
Jim Mosquera of Sentinel Consulting shares insights and tips about today's financing marketplace.
Art Matthews of Matthews Law Firm, Inc. shares tips ideas and precautions regarding Collections.
In this 20 minute interview, Russ Williams, Founder of the Passkeys Foundation and the Ethical Edge, discusses several thought and ideas about the importance of the business community adopting and teaching ethical behavior. A very thought provoking and brilliant interview.
The interview was conducted by David Elliott, President and CEO of the Santa Ana Chamber of Commerce, on "The Chamber of Commerce Corner" a feature of The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Renee Towell of Towell Media shares tips and insights about the importance of branding.
Molly Grubb, Founder of Grubb Wealth Management, discusses how you can work on your business to create a dynasty and prepare for a successful sale or transition.
Heather Dominick of BusinessMiracles.com discusses what it means to be a highly sensitive entrepreneur and what you can do to unlock your great potential.
In this 20 minute interview, Peter Tentler of Liberty Home Equity discusses some of the myths and misunderstandings about Reverse Mortgages, and discusses some of the applications for Business Owners and Retirees to improve their cash flow. Contact Pete at 858-999-1776
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz
Isaiah works in litigation support, providing court reporting, videography and trial technology solutions to law firms, in-house legal departments and corporations throughout the US.
Questions Answered:
1) Can you explain your topic title in a little more detail?
2) What advice do you have for someone outside the law?
Contact Info:
Website: www.regalcourtreporting.com
Email: isaiah@regalcourtreporting.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz
The Henderson Group is a risk management consulting firm that is in the business of reducing and controlling our client's workers' compensation costs. But we do not broker or sell insurance.
Questions covered:
What is the most common misconception that employers have about reducing the cost of workers' compensation? How can the listener avoid or overcome this obstacle to successfully achieve this outcome? When should a business owner reach out to you for help?
Listeners can receive a complimentary copy of my book, Employers Behaving Badly: Change Your Behavior and Change Your Workers' Comp Pain along with a 15-minute assessment call with me to explore how The Henderson Group can act as a risk management partner and save only on workers' compensation costs.
Contact info:
Diana@thehendersongroup.net
Phone: 949-417-5722
Wendy Hooper is a residential real estate market specialist. Today, she will discuss how real estate fits into an estate plan. She often urges her clients to buy homes that would have strong resale, even if they do not plan to sell anytime soon. The unexpected has a way of happening. Questions Asked:
1) Do I reduce my commissions? 2) Why stage a home? 3) Why is it a red flag if a listing agent insists on being present for every showing of a home being sold? Contact Info: Website: CoastalVillageRealEstate.com Email: wendy@coastalvillagerealestate.com
Mr. Mehit is the owner of CBPS and has written over 500 business plans that have been used to raise over $100 million. Mr. Mehit is also co-author of 'Killer Business Plan' a book that helps people choose a business and then create the plan to launch it.
W. Bailey Smith is the "Trust Doctor", an Estate Planning Attorney with Tredway, Lumsdaine & Doyle, LLP. Over the past 40 years he has been practicing law he has drafted over 6,000 Trusts and has seen it all. He discusses some of the planning problems and solutions he has handled over the years.
Contact Bailey at bsmith@tldlaw.com
Pam Reyes coaches people who want to work on their Strengths. She has found that many perfectionists would do better to focus on excellence as a goal. That means looking at things a little differently. Listen to her interview!
Contact info: Email: Pam@pamreyes.com For a free Strategy Session, visit: www.pamreyes.com/strategy
Rosann Levy discusses how she helps her clients connect effectively on several levels with their customers.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest . Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
Steve Smith is the President of Growth Source Coaching, a company that specializes in performance based business coaching. Steve helps you and your business realize you need it, learn it, & do it.
Questions Answered:
- Why is it so difficult for business owners to scale their businesses?
- What road blocks do they run in to?
- What's the best way to expand when you don't have the funds to do so?
Contact Info:
Website: www.growthsourcecoaching.com Email: steve.smith@growthsourcecoaching.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz
Jay Turo is in the business of building business intelligence dashboards and is going to talk about utilizing business intelligence and dashboards to increase sales, profits, and the likelihood of a successful business exit.
Questions Asked:
1) Why do business intelligence dashboards help companies grow faster and more profitably? 2) What kind of / stage of company is most appropriate for a business intelligence dashboard? 3) Why are you and your firm uniquely qualified to build and service dashboards?
Contact Info: Website: www.growthink.com Email: jay.turo@growthink.com
Terry Lammers of Innovative Business Advisors talks about common misconceptions business owners have about their business value - and what to do about it.
Dr. Jerry Kornfeld returns with an update about recent studies that uphold his messages about the importance of "Daily DEA" - if you have a medical question, email him at kjbkorn@aol.com
KJ Trapp of Train Your SmartPhone shares ideas and tips from his corporate training programs to help you get more from your SmartPhone.
Cindy Flynn of Hackler Flynn & Associates joins me again with important updates that effect employers with 5 or more employees.
Sherry Nooravi is an organizational psychologist who is in the business of helping the CEOs, CFOs, and the leadership teams of leaders of small to mid-sized fast-growth companies create engaging, productive, and innovative cultures.
These leaders come to her when they realize they need to better educate, empower, and engage their people as they face fast growth, competition, and changes in their own leadership, industry, and technology. Today, she is going to talk to us about the importance of senior team alignment and "walking the talk" - actions that help engage employees toward higher performance.
Questions Asked: 1. What situation are clients in when they seek your help? 2. What do the CEOs, CFOs, and senior leaders you work with need to be ready to do when they engage your services? 3. What are the challenges of changing a culture and how can the senior team overcome them?
Contact Info: Email: sherry@strategymeetsperformance.com Website: strategymeetsperformance.com
Lisa Caprelli discusses the path to unlocking your knowledge and creating a legacy by writing a book for business or pleasure.
Guest: Chris Bond Company: Murphy Business Website: www.bizbrokers-ne.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Vince Mastrovito of Prometis Partners addresses a question that's on a lot of peoples' minds - what exactly is exit planning, and why should I do it now?
Guest Name: Mahyar Ghassemian Company: Ghassemian and Associates Website: www.mahyarlaw.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: Chaz Dykes Company: Forcefield Energy, Inc. Website: www.forcefieldenergy.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: Jim Brubaker Company: Exit and Retirement Strategies, Inc. Website: www.exit-retire.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
A 1 minute excerpt from a recent interview with Bob Anderson. Hear the full interview by entering 'Bob Anderson' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
Bob: The problem with a lot of founders is that it's really a sell or no sell situation. If they want liquidity, they have to sell all of their company. That often times is not what's best for them. So, you have situations like ESOP, I'm working on another transaction where a private equity firm is gonna come in and buy 60% of the company, and let the client ride on the 40%, because we think that the PE firm will invest significant capital and drive some value so there will be a second exit for them. And that's another option. So there's so many different ways to get liquidity, that you really need to ask the client, what is it that they want? And in this particular case, once I heard he wanted to be in the lab, he wanted his kids involved, he needed liquidity but he didn't need to sell his entire business. We were able to really think through that process and come up with a solution that he is very comfortable with.
To hear more tips from over 750 Advisors, visit exitcoachradio.com
A 1 minute excerpt from a recent interview. Hear the full interview by entering the Guest's name into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
Transcript: Joel: It begins with having a real goal. Being able to say to yourself, "if I was retired today, how much tax-free income would I need to have, adjusted for inflation, based on the number of years that I think I'm gonna live, in order to live the way I want to live?" So, it has to being with that. You've gotta plan now. Gotta be able to quantify that number. How much capital do I need, that's step one. Step two: what assets do you currently have, and how much are you putting away in certain places. What are your rate of return assumptions, and let us show you through a software planning tool that we have called Roadmap. We can actually forecast, very quickly, the forecasted growth of those assets, and how those numbers will be able to supply your retirement income goal adjusted for inflation. To hear more tips from over 750 Advisors, visit exitcoachradio.com
Tim Glowa, co-founder of Bug Insights, discusses his new book "Measuring Customer Satisfaction: Exploring Customer Satisfaction's relationship with Purchase Behavior"
A 1 minute excerpt from a recent interview with Barry Dixon. Hear the full interview by entering 'Barry Dixon' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
John Homan of Shoreline Partners shares tips and ideas for getting well more than a financial buyer would pay for your business by proper planning and positioning well in advance of your sale.
Vince Mastrovito of Prometis Partners shares another 20 minutes of wisdom, this time about how to prepare Successors for future Ownership & Leadership
Liz is in the business of Leadership Development and Organizational Consulting.
Questions Answered:
1) Why do so many companies need help with succession planning right now? 2) What does your team of consultants do to help navigate succession planning? 3) What is the biggest struggle you see?
Contact Info
Website: www.lizbentley.com Email: liz@lizbentley.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Guest: Veronica Saldivar Company: Venture Partner & Private Equity Investments Website: www.veronicasaldivar.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: Tim Templeton Company: Templeton Interactive Website: www.templeton-interactive.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: Scott Tamkin Company: Nest Realtors Website: www.nestrealtors.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Michael Beck International is an executive development firm that specializes in developing successors, in order to facilitate successful exit strategies.
Questions Answered:
-
What are some common pitfalls that can undermine a successor's effectiveness in leading a company?
-
From your experience, what are some behaviors that successors need to stop in order to successfully run a
company?
- What behaviors do you recommend successors adopt in order to be an effective leader?
Contact Info:
Website: www.michaeljbeck.com
Email: mbeck@michaeljbeck.com
Bonus Material:
BOOK:
"Eliciting Excellence: Bringing out the Best in People" available on Amazon, iBooks, and Barnes & Noble
FREE RESOURCE:
"Successor Readiness Assessment"
Here is a synopsis of Ken's soon to be released book, Intentional Conversations: How to Rethink Everyday Conversation and Transform Your Career. This book is the sequel to the book Your Intentional Difference, which Bill Black and I discussed last month on his show, and is another step required for people to become more intentional in their life and career. Becoming intentional in our conversations is an important activity that we begin practicing early on in our lives and it grows in importance the longer we live.
We all have that “first” conversation.That specific day and time, that moment, that first instance when, as a child, we put together the thoughts, ideas, or information that launch us into a conversation with another person. It is a monumental event that few people, if any, remember at all. When was your first conversation? What was it about? Who was it with? What was the outcome? Sadly, like me, you probably cannot recall that momentous first conversation. It happened, you know it did, and it does not matter whether the conversation showed your brilliance, levity, innocence, simplicity, or hilarity—it is lost and gone forever.
Conversation sets us apart from all other animals. The use of spoken words to exchange ideas, thoughts, and information is a uniquely human ability. What we say in conversation matters. Through conversation people decide whether they like us or not, whether to follow us or not. Through conversation, we define who we are, who we want to become and what our value is to others. Most importantly, it is through conversation that we get work done.
Guest: Michael Wittick Company: Law Offices of Michael J. Wittick Website: www.irvinetrustestateprobate.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: Alison Whitaker Company: Sotheby's International Realty Website: www.sothebyshomes.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Patrick Renvoise, Co-Founder of SalesBrain and co-author of "The Persuasion Code", shares interesting research and insights as to how we are persuaded to make decisions and why you need to know about it.
Dr. Jerry Kornfeld is a physician advisor to the corporate world and one of Vistage Internationals foremost speakers and medical consultants.
Questions Answered:
1) How long is a prescription good and what about the date on the bottle? 2) Since heart disease is our number one, what can I do to prevent it? 3) Talk about the DEA and its role in Heart Attacks.
Contact Info:
Website: www.askdoctorjerry.com
Guest: William Lilliquist Company: Welcome Sales Support Services, Inc. Website: www.welcomessi.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Host: Steve Beatty Audio Library: www.ExitCoachRadio.com
Sandro Monetti discusses strategies you can develop to increase business knowledge and add contacts to your network.
Norma Yaeger shares her stories with Bill Black as she was the first woman stockbroker permitted to walk on the floor of the New York Stock Exchange in 1962. We discuss how opportunities have opened up for women in the workforce since, and her book "Breaking Down the Walls".
Questions Answered:
1.What opportunities do women have today that did not exit in 1962? 2. What traits should every successful woman have. 3. Tips for balancing family and career for working women. 4.What should every woman understand about their financial well-being.
Contact Info:
Email: normayaeger2@gmail.com
Our Exit Coach Network features several other Shows on a variety of topics. Go to www.ExitCoachRadio.com and click on "Exit Coach Network" under the "LISTEN" section.
Michael Gale, CEO of Shoreline, discusses his fascinating research about the future of AI that led to his co-authoring of the Wall Street Journal best-selling book "The Digital Helix"
John Anderson of The Glowan Consulting Group shares great tips about being "sale-ready"
Sean Hyman has an extensive background in the financial markets, having spent more than 20 years in the investing trenches. Over that time, he’s been a stockbroker at Charles Schwab, a trading course instructor for foreign exchange market maker Forex Capital Markets (FXCM), a financial writer for numerous outlets, and a key speaker at conferences both nationally and internationally. Over the course of his career Hyman has also held five financial licenses. Through his variety of experience in these positions and trading his own accounts, Hyman has accumulated a wide range of tools to decipher key market trends, and to find opportunities in often-overlooked corners of the market. According to Hyman, by linking U.S. dollars to foreign currencies — which you can do by purchasing exchange-traded funds — you can retain purchasing power and de-link yourself from the dollar-dilution game the Federal Reserve is playing. Questions Asked: 1) Is the Fed really trying to kill the US dollar? 2) How is the "tide turning" in the stock market? 3) Why is the Fed diluting the dollar? Contact Info: Website: www.ultimatewealthreport.com Twitter: @Sean_Hyman
WesleyWood is the founder, president and CEO of Wood Financial Group, LLC, a local, independent financial services company located in Hendersonville, TN. A graduate of the University of Mississippi, Wesley received a Bachelor’s Degree in Business Administration. He holds series 6, 7, 63 & 65 licenses and is licensed in multiple states.
Wesley and his dedicated team are passionate about guiding families and individuals in achieving their vision of financial success. Using an integrated, holistic approach, he prides himself on understanding his clients’ needs and developing a customized, innovative strategy that helps chart a path toward a secure financial future. His area of expertise includes retirement planning, wealth management, tax savings strategies and tax management, estate planning and preservation, annuities and life insurance, long term care and 401K and IRA rollovers.
Wesley takes his role as trusted advisor very seriously, only utilizing strategies and techniques that have stood the test of multiple market cycles. He believes that great things are accomplished through sound partnerships built on trust and integrity and he works hard to exemplify these values in everything he does, both professionally and personally. Service and personal attention are the defining qualities that set him apart from others.
Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate, when to incorporate and in what state to incorporate.
Questions Answered:
1) What are the basics of business structures? 2) What should our audience know about them? 3) What type of business structure is right for my business?
Contact Info:
Website: www.corpnet.com Email: allison@matryshkamedia.com
Guest: Sean Ponist Company: Law Offices of Sean Ponist, P.C. Website: www.ponistlaw.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: William Lilliquist Company: Welcome Sales Support Services, Inc. Website: www.welcomessi.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: Daniel Gold Company: TLD Law Website: www.tldlaw.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Guest: Douglas Kolker Company: Sandler Training Website: www.sumsell.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Transcript:
Bill: What if you're the high priced provider in your product or service area? Here's a couple tips from sales expert, Douglas Kolker.
Douglas: They have to be comfortable with what they're selling and the value at the price that they have attached to it. If they're not, then they shouldn't be doing it or they should lower their prices without anybody asking them to. But, once you're comfortable with what you're selling and the price, you should never, ever feel defensive. The other thing that a prospect asks you, "why is it so much?" The problem is at least one step, if not more, before that. We're in that problem now, but at the manifestation of what wasn't done before. So, the sales person or the professional service provider hasn't shown them through their questioning, and by helping the prospect see the problems, and the depth of the problems they are going to have if they don't take their service. How their problems are going to get worse and aren't going to go away.
For many years the American Heart Association and the medical profession has been addressing this issue and deaths from Heart Attacks is decreasing, but it still is our number one killer and Dr. Jerry's mission is to try and get your help to change the statistic.
Questions Asked:
-
Why do you think it is still our number one killer?
-
What exactly is a heart attack?
-
What are the risk factors for a heart attack and what is the metabolic syndrome?
-
Some recent information that cholesterol is really not the problem. What is the good and what is the bad cholesterol?
-
I have heard a lot about Red Meat, is it really aproblem?
Contact Info:
Website: www.askdoctorjerry.com
Email: kjbkorn@aol.com
Guest: Joe Siecinski Company: Action Coach Website: www.actioncoach.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Jorge Ochoa-Lions is a business consultant specializing in profitability. He is going to talk about production of cash, and what are some of the reasons why businesses can be starved for cash, even when they have strong revenues.
Questions Answered:
1) Why is it that so many businesses struggle with cash? 2) What can a business president do today to begin improving the cash in their business? 3) What is the fierce reality about revenues?
Contact Info:
Website: www.businessoperatingfinancials.com Email: jorge.ochoa@businessoperatingfinancials.com
Guest: Veronica Saldivar Company: Venture Partner & Private Equity Investments Website: www.vernoicasalidvar
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Guest: Dennis Wright Company: SCORE Website: www.scorecv.org
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Joseph Nazarian of the Nazarian Law Firm shares his experience and great tips regarding how to prepare for, and defend against, matters involving personal injury.
Guest: Carl Woodard Company: SCORE Website: www.scorecv.org
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Capital is the life blood of every company. Read his book Raise Capital Quickly available at www.RaiseCapitalQuickly.co/exitcoach. To grow a highly successful company you need capital and what Antirion does is Bridge Entrepreneur's Knowledge, Strategies and Profits so their business can become an investable grade business that can attract the capital it needs to achieve scalable growth.
Questions discussed:
How many different sources of capital are there?
What is the key that makes a company an investable grade company?
Do you introduce your clients to sources of capital with whom you have a relationship?
Contact info:
Email: wdetemple@Antirion.com
Website: www.antirion.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Dean Roberts retired from his business in his mid 50's and has learned a thing or two since then. He talks about his book "I'll Fix My Head Before I'm Dead" (available on Amazon and Kindle) and answers questions such as:
Questions Answered
-
What do you see as the most important thing someone can do to continuously improve their life?
-
What books had the greatest effect on your life?
-
What are your favorite quotes?
Contact info:
Email: dean@restlesstrader.com
PartnerHere.com is "Reinventing the Way Deals Get Done".
Questions Answered:
1) What are you trying to accomplish with PartnerHere.com? 2) How will PartnerHere do that when the government and the Fortune 500 have not? 3) What do you need to make this a success?
Contact Info:
Website: www.overpromise.com Email: rickjbarrera@gmail.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Louis Tucci interviews Stephen Goldberg of Sun Mergers and Acquisitions regarding factors that will help you maximize the sale price of your business.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Guest: Christopher Scully Company: Practical Business Solutions Website. www.rupractical.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Chuck Blakeman is in the business of rehumanizing business by giving everyone their brain back and going to talk about 3to5 Club.
Questions Answered:
- What is 3to5 Club and what makes it so unique?
- Why is it called 3to5?
- I understand that there are opportunities for people to become a 3to5 facilitator. What does that entail?
Contact Info:
Email: krista@cranksetgroup.com Website: 3to5Club.com
Success stories of 3to5 members:
Chris Crigler - Chris was going out of business and didn’t think that he could even make that week’s payroll. Because of the outside eyes and help from his fellow 3to5 members, he got it turned around immediately. Now he has approximately 14 on staff and a thriving business.
Nat Bruno - had one small business when he joined 3to5 Club. 18 months later he had two of them and took off for a year in a Winnebago and ran them both from Skype. And he helped others do it, too.
Jennifer Hanzlick - was running her hoarder trash hauling business from behind the wheel of her only truck. She did everything from the truck, accounting, sales, invoicing, customer relations - everything. Ran into the back of a school bus and realized she couldn’t do it anymore. She applied the 3to5 Club tools and methodologies and now has four trucks and 20+ staff members, and works only a few days a week.
John Brokken - I have been apart of the 3to5 community for over three years and it has been an amazing experience for both my business but also personally. Before I joined 3to5 Club, I didn't have any entrepreneurial friends but after I joined I suddenly had 15+ great entrepreneurial friends that have become the core of my friends / my community. These people were there to support me in the lows and the highs, which can be very drastic when it comes to new businesses.Joining my 3to5 club was the most important and beneficial thing I have done for myself and for my business in the last4 years because of that support and community that I believe every entrepreneur needs, especially in the beginning.I'm indebted to and so grateful for Chuck Blakeman creating this community and for Julia Gentry being an amazing facilitator that nails the presentation of the content with her own spin and style that really hits home for me.
If you or someone you know are interested in starting a 3to5 Club in your area. Check out 3to5Club.com Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Larry is in the business of helping sales people and business owners grow their revenues. He wants to share with you some ideas on "How to Hire and Motivate Sales Superstars."
Questions Answered:
- What percentage of sales people in the field today are successful?
- Where would a business owner or sales manager find quality sales people? What are the 3. steps a business owner should take to bring in top talent?
Contact Info:
Website: TopLineCoach.com Email: lwvenable@gmail.com
Michael Pearce is the Founder of FocusedOnRevenue. Today, he will discuss strategies necessary to create high performance sales teams.
Questions Asked:
- What are the biggest impediments to sales you see?
- Are there fundamentals all sales people should respect?
- What can be done to assure a high performing sales person when hiring sales people? Contact Info:
Email: mbpearce@comcast.net Website: www.focusedonrevenue.com Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Wendy Watkins, of Mind Body & Business with Wendy Watkins, discusses the importance of finding what gives you joy so you live a fulfilling life.
Guest: Joan Pounds Company: Monetization Magic Website: www.monetizationmagic.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Dee Elliott of DEC describes how she provides formal, structured Mentoring programs for corporations who want to move there employees up their track quickly, saving time and money through their proprietary process.
Contact info:
Email Address Dee@DeeElliottConsulting.com
Website www.DeeElliottConsulting.com
Special Offers:
Dee offers a free consultation for corporations that want to learn how/ if mentoring can be a tool for leadership development in their organization.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Molly Grubb, Founder of Grubb Wealth Management, discusses how you can work on your business to create a dynasty and prepare for a successful sale or transition.
Guest: Sandy Lowengart Company: Capital Trust Advisors Website: www.capitaltrustadvisors.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visitwww.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Rich Cocuzzo, Founder & President of Sales Velocity Advisors, explains the elements of a successful sales team and clarifies why a Sales Manager is the most important member of the Sales Team.
Lauren Mullee, Partner with The Buncher Law Corporation, discusses the implications of Marvin Actions and Family Law tips.
Guest: Rosann Levy Company: The Roart Group, LLC Website: www.theroartgroup.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visitwww.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
David Fox is the co-owner of Comperio, a company focused on online learning. Today, he is going to talk about Enterprising Education for Business Owners.
Questions Asked:
1) What are some of the issues you’re trying to address?
2) What form will the courses take, and when will they be available?
3) Are you going to create these courses yourself or work with other professionals?
Contact Info:
Website: comperio.tv
Email: david@davidfox.com
Bonus Material:
Go to www.comperio.tv and subscribe to receive updates. Authors can email david@comperio.tv or call 415.264.2170
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Guest: David Karofsky Company: Transition Consulting Group Website: www.fortcg.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visitwww.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Guest: Mark Jaffe Company: Strategic Growth Consulting Website: www.markjaffe.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visitwww.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Chuck Blakeman is a Best-Selling Business Author and World-Renowned Business Advisor who has built eight businesses in seven industries on four continents. He inspires leaders and provides simple tools to transform their business. Chuck Blakeman is rehumanizing business by giving everyone their brain back and is going to talk about his new book "Why Making Money is Killing Your Business"
Contact Info:
Website: chuckblakeman.com
Email: chuck@cranksetgroup.com
Bonus Material:
Book available on Amazon
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Don Phin is an attorney and VP at ThinkHR. ThinkHR offers online HR tools, live help and training to more than 70,000 small and medium sized businesses nationwide. Don is going to talk about The Inspired Workforce.
Questions Asked:
1) What is the first thing you want business owners to know about HR? 2) How can we hire great employees? 3) What should employers do to make sure they have their compliance act together?
Contact Info:
Website: www.thinkhr.com, www.donphin.com Email: don@donphin.com
Bonus Material:
View Don's Amazon Selections Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Guest: Mahyar Ghassemian Company: Ghassemian & Associates Website: www.mahyarlaw.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visitwww.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Guest: Michael Pfeffer Company: Murphy Business & Financial Services of Southwest Florida Website: www.murphy-swfl.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visitwww.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Jim Muehlhausen of Half-Retire explains the dilemma that most business owners go through and how to keep your business income but ditch the stress via a strategy called Half-Retire.
Get a free Blueprint at http://go.halfretire.com/blueprint
Mona Marcos explains that there are many importance choices as you approach age 65 for your future insurance protection.
Dealounge is an online deal platform. Our unique mission is to bring undercovered and under-distributed deals to a wider audience. Many boutique investment banks lack the junior resources to distribute a deal efficiently. These are firms that may have a single Analyst assisting several Managing Directors. Making outbound calls on deals isn't the best use of that Analyst's time. Our electronic platform allows those banks to distribute a deal instantly. We have nearly 1,400 firms on our platform - most of them private equity. We bring the advisor qualified deal interest - for FREE. We bring these buyers a deal that they may not have known about, of sufficient size (if that buyer subscribes) that the deal is a standalone deal and not simply an add-on. We focus mainly on M&A opportunities having $3MM of EBITDA and above, though we also have smaller deals that may fit as an add on to a portfolio company. For our subscribers, we limit the number of bidders on a deal to 10, and our subscribers get priority during the bidding process over free users. We are reaching beyond advised deals to add value to truly proprietary opportunities. This gives the buyers on our platform the ability to get their brands in front of companies before they reach the stage of retaining an advisor. Some deals may forego a competitive process, or at the very least, a seller can give a buyer an advantaged position in their process once it starts. In order to take advantage of that opportunity, the buyer must be a subscriber on Dealounge. To sign up for a free 30-day trial, please go to: http://www.dealounge.net/index.php/subscribe_user
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Bill Black, Host of the Exit Coach Radio Show, conducts this interview.
Ricci Victorio, Managing Partner of the Mosaic Family Business Center, provides coaching and guidance to individuals, families and organizational teams throughout the succession process. She and her team help families and business teams work together better and create a platform for problem solving and future success.
Questions discussed: 1. How do you determine who you should be hiring within the family without creating upset with both your business team and family? 2. What's the best way to determine where a child should start working? 3. How can you hold them accountable without either being too soft (to keep the peace) or too hard (risk demotivation) , as each could create a recipe for failure?
Contact info: Email Address ricci@mosaicfbc.com Website www.mosaicfbc.com
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Jerry Kornfeld believes that his mission is to touch the lives of his audiences with the latest and most objective, scientific information about their most important asset, their health.
Topics Covered:
1) De-Bunking the myths of aging 2) Spirituality and Wellness, is there a relationship? 3) What's new in Heart Disease, is it preventable and reversible?
Contact Info:
Website: www.askdoctorjerry.com Email: kjbkorn@aol.com
Bonus Material:
"YOUR 100 YEAR HEART" is on Amazon
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Steve Weimar of STI Enterprises Inc / SalesXceleration
discusses ideas and strategies to keep your customers and clients and keep them happy.
Gene Heino discusses the next round of changes in Group Health insurance.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Kristi Cirtwill of Hoarder Homes discusses the need for special care and handling when a home inhabited by a hoarder needs to be rehabilitated and sold.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Bob Roitblat of Mainsail Consulting Group shares great ideas about innovative thinking.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Noelle Nitz is the President of Nitz Consulting. She is also a CFO and financial literary enthusiast, and believes in finance as a tool for visibility and options.
Questions Asked: 1) What do people fear most about finance, and why? 2) How much does an owner need to understand finance and accounting? 3) How should someone choose their financial and accounting professionals and employees? Contact Info: Email: noelle@nitzconsulting.com Website: www.nitzconsulting.com
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Janna Hoiberg is a well-known author, speaker and award winning Executive and Leadership Business Coach with over 30 years experience in managing and operating successful businesses. She has helped businesses with needs varying from increasing profits, improving systems, strengthen teams and executive leadership, and fiscal growth. Janna is in the business of helping people “change the way they think about business!” Contact Info: Website: www.jannahoiberg.com Email: janna@jannahoiberg.com
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Bill Black interviews Chris Sprague, best-selling author, who empowers, inspires and shows people how to understand, accept and master how they are wired and find their "zero point".
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Bill Black interviews Michael Cosentino who discusses some of the problems facing retirees and his new book.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Art Matthews of Matthews Law Firm, Inc. shares tips ideas and precautions regarding Collections.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Kathy Condon is an international speaker, trainer, and award winning author. She has been a guest several times and always has interesting and insightful tips on how to get more out of your interactions with other that lead to strong business relationships
Questions discussed:
Is it ever too late to get in touch with people after you meet them?
How do you keep connected with people after you meet them?
Tell us about the latest event you went to and did it result in making some contacts that may help develop your business?
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Vince Mastrovito of Prometis Partners, Inc. discusses some of the issues family businesses face and their solutions.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Cindy Flynn of Hackler Flynn and Associates shares her tips, ideas and precautions about Employment Law.
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here
Listen in as Dr. Masley discusses his Heart Tune-Up program (www.HeartTuneUp.com)
Questions discussed:
-
What predicts one's risk for a heart attack and stroke?
-
How does circulation impact energy, brain speed, and romantic function?
-
What key nutrients predict preventing and reversing heart disease?
Contact info:
Email Address steven@drmasley.com
Website www.HeartTuneUp.com
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
John Sabourin is the President of Tenant Guardian, a commercial real estate brokerage serving business owners.
Questions Asked:
1) How do your commercial real estate interests effect your exit plan? 2) What is the best strategy to use regarding commercial real estate prior to selling a business? 3) What should a business owner consider regarding a sale/leaseback prior to selling a business?
Contact Info: Website: tenantguardian.com Email: john@tenantguardian.com This is too good to keep to yourself, please share with your contacts!
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
In this 20 minute interview, Louis Tucci, Owner, L. TUCCI FINANCIAL LLC explains how he helps take business owners through a successful exit planning program and the key ingredients to an effective plan.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Mike Aguilera shares tips and ideas to help you deal with difficult people and connect with anyone in 90 seconds or less.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Janna Hoiberg is an author, speaker, and coach who is dedicated to change the way people think about business. Her book, "The Family Business: How to be in Business with People You Love - Without Hating Them", focuses on the joys, challenges, opportunities, and threats encountered in the family business, and is available on her website. Website: http://jannahoiberg.com/
Check out our new search directory to hear top Advisors and Speakers or book YOUR interview at www.ExitCoachRadio.com Show host and speaker Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz.
Dr. Jerry is one of my favorite guests - he helps us learn how to make better choices for a healthy life.
GENRICH helps affluent families their future generations with governance in the areas of family cohesion,
investments, risk, tax and asset protection.
Questions discussed:
-
How is a family office different than a wealth manager?
-
What type of family would be best served by a family office?
-
Is there a certain size or net worth of a family where it makes financial sense to begin thinking about a
family office structure?
Contact info:
Email Address stansung@genrichfo.com
Website www.genrichfo.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
W. Bailey Smith, the "Trust Doctor", discussed the changes in the Estate Tax laws and why your old Trust may be a burden for your heirs. Contact Bailey at bsmith@tldlaw.com or call for a complimentary Trust review at 949.756.0684
Help Bailey out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Z. Christopher Mercer, of Mercer Capital, discusses how he rarely sees a Buy-Sell Agreement that does not have one or more flaws and what they usually are. He notes that everything that you do can vanish if the Buy-Sell has a valuation error. And he talks about some of the fixes, including offering two books and a checklist that Business Owners and Advisors can use to address their Agreement. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Larry Mandell of Independent Tax Group explains the Training Allowance that is available to most every California Employer - but you have to ask for it!
Help Larry out - Click the LinkedIn button to Share this interview with your contacts!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Dennis Hensling of United American Mortgage talks about the importance for Business Owners of working with Mortgage specialists who understand the special needs of the Self-Employed and the best Lenders for them.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Tom Gibson is the President and CEO of the Gibson Company. The Gibson Company specializes in Commercial Real Estate Brokerage and Consulting. Today, he will discuss how to achieve better transaction outcomes and gain more time to focus on your business.
Questions Asked:
-
What common mistakes do Tenants, Landlords and Sellers make when hiring a broker?
-
If a broker owes a fiduciary duty to the client, shouldn't the broker's interests be aligned with the client's interests?
-
How do you see the commercial real estate brokerage business changing in the future?
Contact Info:
Website: www.gibsoncompany.com
Email: tgibson@gibsoncompany.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Pam Reyes is a Business & Leadership Advisor and is going to talk about Strengths-based Leadership.
Questions Answered:
1) What do you mean when you say the best leaders are not well rounded? 2) Can you tell us a little about Strengths-based leadership and how that factors in to what you do.3) How is Strengths-based different from other leadership development?
Contact Info:
Website: pamreyes.com Email: pam@pamreyes.com Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz
Mahyar Ghassemian and Ghassemian Law Group focus on Business and Construction Law. Today Mahyar will talk about some newdevelopments in Construction law.
Questions Answered:
1) What is the number one reason contractors get sued? 2) What is the best way to minimize the impact of any lawsuits? 3) Any other important advice for people in the construction industry?
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz
Pat Ennis is the Founder of ENNIS Legacy Partners and has years of successful leadership, management and strategic planning experience in both the for-profit and non-profit sectors. As a Certified Exit Planner (CExP®), Certified Financial Planner (CFP®) and Chartered Advisor of Philanthropy (CAP®) there is broad understanding and knowledge of financial, philanthropic and estate planning and the leadership and management challenges faced by business owners and non-profit leaders. With this distinct blend of knowledge and experience, he is specially equipped to advise owners and founders on building enterprise value, their eventual transition/exit, and legacy plan. Reach Pat at www.ennislp.com
Greg Janes is the VP of Plaza Bank, a private business bank offering higher than market rates on deposits and flexible lending for growing businesses in Orange and Los Angeles markets. Today, he will discuss why all business owners should regularly review their banking, accounting, and legal service providers to make sure they are a good fit for where the business is headed.
Questions Discussed:
What customer type is a good fit for Plaza Bank? What customer type isn't a good fit for Plaza Bank? Why should a business owner consider Plaza Bank?
Contact Info: Email Address: gjanes@plazabank.com
Website: www.plazabank.com
Eric Keiles is the CMO of Square 2 Marketing. Today, he will discuss the benefits of unlocking the power of inbound marketing.
Questions Asked:
1) What is Inbound Marketing? 2) What is your mission at Square 2 Marketing? 3) What is the software, "HubSpot"?
Contact Info: Website: www.square2marketing.com Email: eric@square2marketing.com
Sage advice from John Livingston of Plethora Businesses regarding why you need to call your M&A or Business Broker representatives well ahead of the business transaction and the importance of being well planned for business succession or business sale.
Renowned Expert Larry Bell discusses little known changes in the recent tax law that effect Non-Profits and discusses a brilliant solution.
Contact Larry via email at larry@theuniquesolution.com
Elizabeth Mower, President of BEI, discusses the evolution of and trends in Business Owner Exit planning.
BEI is the leading innovator in the Exit Planning industry. No other organization offers its Members the comprehensive Exit Planning training, marketing support, and plan-creation tools that BEI provides. As a Member of BEI, advisors have access to an established, systemized process that allows them to easily help their clients with their business-transition planning. Professionals in a variety of disciplines leverage Exit Planning to attract and keep high-caliber business clients in their practices.
For more info, go to www.ExitPlanning.com
This is a quick promo for a special BEI Advisor Summit to learn about trends in Exit Planning for your clients and how to help your clients in this area.
Tuesday, 2/6 starting at Noon in Orange County at the Ritz Carlton.
For more info and to get a $50 discount go to http://www.exitplanning.com/events and include Promo Code SUMMIT50
Haskell & White LLP is one of the largest independently owned accounting, auditing and tax consulting firms inSouthern California, specializing in servicing public and private middle-market companies. With locations in Irvine andSan Diego, Haskell & White combines the expansive services, knowledge, experience and reach of national and international accounting firms with the personal attention, responsiveness and value of a local organization.
Questions Answered:
1) What are some of the financial pitfalls that business owners face while getting ready to sell their company? 2) How can this be prevented? 3) What industries in particular are in need of CPA help when prepping for M&A?
Contact Info:
Website: www.hwcpa.com Email: wpinnell@hwcpa.com
Al Killeen is the President, CEO, and Founder of Integrated Mastery Programs. Integrated Mastery Programs are programs and training for successful executives and organizations in effective Leadership, Management, and Coaching to create empowered, zealous cultures based on values.
Questions Answered:
1) What is different about IMP? 2) Who are your clients? 3) How effective is your system?
Contact Info:
Website: www.integrativemasteryprograms.com Email: Alk@integrativemasteryprograms.com
Krishna Pendyala is in the business of strengthening the weakest link in an organization. He is the founder and Chief Empowerment Officer of The ChoiceLadder Institute, which offers workshops and keynote addresses to equip people with the skills needed to exercise better judgement and make wiser choices.
Questions Answered:
- I often hear the question "Can you trust your leaders?” but it’s not often that I hear “Can you trust your team?" Canyou expand on that?
- In your opinion, Krishna, what constitutes trust?
- Based on your extensive experience, what are the consequences if this trust can’t be established?
Contact Info:
Website: www.ChoiceLadder.com Email: Krishna@ChoiceLadder.com
Dr. Arlen Burger is in the business of CEO and Executive Coaching. Today, he will discuss how to become a faster leader.
Questions Answered:
1) Why do you think speed in a leader is so important?
2) What are some of the things that slow leaders down?
3) What is the paradox that is at the heart of becoming a faster leader?
Contact Info:
Website: www.leadershipcode.com
Questions Answered:
What is the toughest issue facing today's business leader?
How can we use our brains a bit better?
What is the single tip you want to make sure everyone gets?
Contact info:
Email: holly@thehumanfactor.biz
Website: www.TheHumanFactor.biz & www.MoreThanaMinute.com
Offer:
2 books both available via Kindle or at our store at www.MoreThanaMinute.com
More Than a Minute - being an effective leader & manager in today's changing world
Using Your Brain to Win
Dakim specializes in coaching small business owners that want to increase their personal income, but are unclear about how to achieve this. He helps business owners improve the performance of their business and increase their personal income.
Questions discussed:
1) How does someone know when they should hire a business coach?
2) How can a business coach help a business?
3) What results should someone who works with expect?
Contact info:
Email: dakim@workyourpassion.net
Website: www.workyourpassion.net
Anthony A. Saccaro, ChFC, founder and president of Providence Financial & Insurance Services, is a financial planner and registered investment advisor-but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future.
Questions Asked: 1) You say most families are walking on a financial tightrope, what does that mean? 2) How can Americans overcome stagnant wages? 3) How can Americans start adequately saving for retirement? Contact Info: Website: www.providencefinancialinc.com Email: info@providencefinancialinc.com
Host: Bill Black Audio Library: www.ExitCoachRadio.com
Bill Ellerymeyer discusses the changing job market, the portfolio approach, and how to make income while pursuing your passions. ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Jerry Kornfeld is a Family Physician. He is primarily concerned with keeping my audiences as current as possible with the latest medical information.
Questions Answered:
1) Do your thoughts really have a role in your health? 2) What is Immunotherapy? 3) What are statin drugs and do they have a role in preventing heart disease?
Contact Info:
Website: askdoctorjerry.com Email: kjbkorn@aol.com
Bonus Material:
YOUR 100 YEAR HEART is available on Amazon
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Diane Conklin is the President & Founder of Complete Marketing Systems. Diane does it all using direct response marketing so you never waste another marketing dollar.
Questions Asked: 1. What do you mean by turing your knowledge into profits? 2. What are you known for? 3. What's the most important lesson you can share with us today about growing a business? Contact Info: Email: diane@completemarketingsystems.com Website: www.completemarketingsystems.com ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Lizette Mandola of Action Coach discusses the importance of treating your customer as your most valuable asset.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Dianne Collins discusses her book "Do You Quantum Think?" and the importance of imagining that your goals have already been accomplished and giving your mind a context of success in order to manifest your outcomes.
ExitCoachRadio.com - Great Advice from Great Advisors! Listen to Daily interviews and tell your Business Owner friends!
Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.
Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”
Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).
In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.
In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.
In The Great Crash Ahead (2011), he outlined how the next great crash is likely to unfold in the coming months. He explained why there is nothing the government can do to protect us as deflation takes hold of the economy.
He also recently finished his book, Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, an information-packed guide for any serious business owner.
Harry’s latest book, The Demographic Cliff – How to Survive and Prosper During the Great Deflation of 2014–2019, shows why we’re facing a “great deflation” after five years of stimulus — and what to do about it now. Get your copy here.
TO LISTEN TO PAST INTERVIEWS WITH HUNDREDS OF ADVISORS ON 12 BUSINESS TOPICS CLICK HERE TO VISIT THE AUDIO LIBRARY AT EXITCOACHRADIO.COM
Dr. James Pinckney, 32, is the founder & CEO of Diamond Physicians in Dallas. The practice is much like a concierge medicine, but affordable. They're tripled their business over the last year and most recently expanded to Frisco. Take a quick look at his website and his media page. He's been on WFAA and several other TV stations/radio stations talking about how his business is booming because of rising insurance costs. He's planning to take his business strategy to a national, even global, level.
Questions Answered:
1) How did you create Diamond Physicians? 2) What is Direct Medicine? 3) How is your model profitable? 4) Why do you believe Diamond Physicians is the future of healthcare in America? 5) What are your plans for expansion?
Contact Info:
Email: info@diamondphysicians.com Website: www.diamondphysicians.com Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Dr. Jerry wrote his book "YOUR 100 YEAR HEART" because he was so frustrated seeing so many young men die of heart attacks. For many years the American Heart Association and the medical profession has been addressing this issue and deaths from Heart Attacks is decreasing, but it still is our number one killer and my mission with the Ask Dr. Jerry segment on our show is to try and get our audience to help change the statistic.
Questions Answered:
1) Why did you decide to write your book? 2) Is there any new information about Telomeres and their role in longevity? 3) Tell us about your exciting new information about the food that you put in your body and longevity based on a 30 year study with over 130,000 participants.
Contact Info:
Email: kjbkorn@aol.com Website: www.askdoctorjerry.com
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Andi Burgis is the owner of Challenge U, a company founded for the purpose of bringing experiential learning to individuals and teams. In addition to rope course programs and other outdoor experiential based programs, Andi's true passion lies in using horses as teachers. The topic of today's interview is how horses can be teachers, specifically when discussing congruence.
Questions discussed: 1. Why horses as teachers? 2. How does working with horses transfer to an organization's success? 3. Besides companies, who else can benefit from a Challenge U Equine learning format?
Contact info:
Email: andi@challenge-u.com Website: PDCchange.com
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Terry Shope, Principal - MPL Consulting,Inc. discusses some of his practical tips for owners to prepare well in advance for the sale of their business.
Transcript:
Terry: One of the many situation that I step into is that you're dealing with the entrepreneur or owner, who's very creative, many ideas. One day they have this great idea and they work to implement it and the next day they have another idea. In a situation like that, I typically step maybe in as an interim manager, CFO, COO role, sometimes even as president, and we start working together to create a structure for the company, a line, a path both short term and long term. After a few conversations they allude to me, they develop a little bit of trust, that they're looking to exit their business, and of course they don't want their employees to know. After a period of time we set it up, we found opportunities to strengthen the top line, they had very sporadic sales revenues, and so we found ways to stabilize that top line and even grow it, which greatly helped the bottom line, and from that we were able to take some money, they had a profit sharing plan in place, but they weren't able to fund it. So, now, we set up a target sale date, and we start funding that profit sharing because the business was doing much better and we were able to manage a budget and things of that nature.
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T. Phillip Boggess of TPB Financial discusses the necessity of thinking of your future when starting a business.
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Bill: Where do you start to plan when you have a new business? Here's T. Phillip Boggess.
T: Almost everyone, when they start a business, wants limited liability, so let's make sure that we create the entity that's gonna have limited liability so we aren't opening the door for any litigators to pierce the corporate veil. At the same time that's happening, we have to plan our exit strategy, because trying to plan for that later is too difficult. So we need to create some sort of buy-sell agreement or some other way for these business owners to know, when it comes time that I want to leave or that I have to leave, that here's how it's going to work. It's going to protect everybody, it's going protect people who are staying in the business, because they're going to get to have the business and run the business as they are without necessarily being in business with their former partner's family, and it's going to protect the former partner's family because if something were to happen to him or her, it makes sure they are going to get what they deserve.
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Bill Black, Host of the Exit Coach Radio Show, conducts this interview.
Diane's business name really describes what she does - she has Complete Marketing Systems...and she does it all using direct response marketing so you never waste another marketing dollar. Her Topic Title is "Turning Your Knowledge into Profits"
Questions discussed:
1 - What do you mean by turning your knowledge into profits? 2 - What are you known for? 3 - What's the most important lesson you can share with us today about growing a business?
Contact Diane at Diane@CompleteMarketingSystems.com
On the run? Take us with you! Just tell Siri or Google to "find Exit Coach Radio!" for our mobile app (or enter ExitCoachRadio.com into your mobile browser)
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A 1 minute excerpt from a recent interview with Jack Bass. Hear the full interview by entering 'Jack Bass' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
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New York-based Sound Income Strategies was founded by David Scranton of Scranton Financial Group, Connecticut. One of the nation’s most successful and respected independent financial advisors, David Scranton has been specializing in the universe of income-generating savings and investment strategies for over 15 years. Prior to that, he followed a typical business model based heavily on stock market-based investment strategies. But in late 1999, Scranton’s knowledge of stock market history enabled him to foresee the coming 2000 stock market collapse and the onset of a new 20-plus year secular bear market cycle. Since changing his business model, Scranton has built a thriving personal practice based on “defensive” income-based financial strategies designed to help protect clients from the dramatic stock market fluctuations and economic uncertainties of the past 15 years. He’s also taught hundreds of advisors nationwide how to do the same for their clients. A highly sought-after stock market expert who frequently shares his insights on CNBC, Bloomberg, Fox Business and other national outlets, Scranton recognized a need to again change his business model in late-2013. That’s when the Federal Reserve first announced the impending end of its unprecedented quantitative easing efforts after six years. Anticipating one of the outcomes would be the eventual end of a 33-year trend of overall declining interest rates, Scranton knew the time was right to launch Sound Income Strategies, a Registered Investment Advisory firm specializing in the active management of individual fixed income securities.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Joan Pounds of Monetization Magic discusses how she helps internet-based businesses get started.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Bill Lilliquist of Welcome Sales Services Inc. and Springboard Business Consulting and Coaching discusses the importance of always being ready when a marketing opportunity presents itself.
What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links
Dave G (aka Dave Gajdzik), Managing Partner of Dave G CFO discusses the value of hire an experienced CFO part-time for business owners who do not have the budget for a full-time CFO.
Transcript:
Dave: In simplest format, I provide CFO services for those firms that have yet to justify the cost of a full-time CFO, and I like to take the position that every firm should have a CFO, but the reality is in a business somewhere between $3M and $50M, they really can't afford that individual because it appears to be an overhead function. That's where we come in and we fulfill that void that's there. So, I don't need to work there 40 hours a week, maybe it's only 8, maybe it's 12, maybe it's 4, it depends upon every client. It doesn't matter whether you're in construction, distribution, internet, manufacturing, non-profit, paper industry, we can address all of those based upon the as needed basis. You know, doctors, we'd like to have a doctor handy anytime we need them. Well, what is it? It's on an as needed basis. Most companies don't have attorneys on staff. What is it? It's on an as needed basis. So, the CFO is really in that same league as the attorneys and the doctors, and when you need them, you need that professional with the formally educated background and the experience. So that's what we fulfill and that's how we make it happen.
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Jeff Karges, Partner - Relationship Matters Consulting Group discusses his experience in dealing with family business dynamics, and that the best way to tackle the issues is head-on.
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John Grace, President, Investor's Advantage Corp. discusses a trend in housing that suggests that "bigger is not better" for the future.
Transcript:
John: All of us bought the big house in the same 20 year period. Well, let's see, that means that the eldest of the Boomers are 68, the youngest is 50, what's going to be next? Is it reasonable, in your opinion, that if we roughly bought all of the big houses on the big lots in the same 20 year period that we might be getting out of those houses, for various reasons, in a similar timeframe? It's reasonable to me. So, what we're saying is, to those, like I say the 50, 60, and 70 year olds, put paint on that thing and sell it, put that house up for sale, get your cash, do not wait, because you may find that we're in the beginning of another downturn, as far as real estate, that might be more than 10%, it might be 30%, and who would like to see that happen again when you need the money?
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William De Temple is the founder of Build A $100 Million Company. "Build A $100 Million Company" provides business coaching and training by sharing over 40 years of experience, knowledge, and wisdom to help young companies achieve the success they deserve.
Contact Info:
Website: www.builda100milliondollarcompany.com Email: wdetemple@antirion.co
Bonus Material:
http://raisecapitalquickly.co/exitcoach/
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Bill: One things for sure, when you're planning your exit strategy, a cookie cutter approach is just not going to cut it. Listen to this expert advice from planner Steve Beatty.
Steve: You've got to look at what the owner's particular needs are, what their particular situation is, what their goals, and what their fears are. You've got to take all that into account and come up with customized solutions. A solution that we've used a lot, that I think is underutilized, is an ESOP. The benefits of having a readymade market, the employees of the business, to enjoy the tax benefits that ESOPs can provide, and create a lot of potential wealth for those employees, it's a win-win solution that I think a lot of people don't use because they simply don't understand how it works and what the benefits are.
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Tucker Max is the Chairman and Founder of Book in a Box, a company that turns business into books.
Questions Answered:
- Who do you think should actually write a book?
- What's the best way to figure out if you have a book in you?
- How can my listeners use a book to help their businesses?
Contact Info:
Website: www.bookinabox.com Email: tucker@bookinabox.com
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Buck Blanton of ECM Group discusses the importance of being aware of your responsibilities when you sign as a Trustee for a Retirement plan.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Bill: You know, a lot of business owners would probably start the planning process a lot earlier if someone talked to them with the clarity of this gentleman. Listen to expert planner Joe Siecinski.
Joe: By far, the biggest challenge that I see, is time. I mean, the foundation for any business, you've got kinda four pillars of your businesses. It's Time, how you use your time, your Destination, where you want your business to get to, you can't get there if you don't know where you're going, Delivery, which is about consistency in the delivery of your product or service, and Knowing Your Money. Before we can do anything, we've really gotta free up some time. So, I have a system called the Small Business Countering System, which is in my book, called Brain Share, and I really try to get 8 hours back in their work week, then we can start working on the business. So, I almost always start with getting some time back in your business, so we can work on the business.
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Here's a 1 minute preview of today's featured Guest. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!
Transcript:
Bill: Hey, Terry, tell us about, what do you think is the biggest obstacle to people achieving their goals?
Terry: Well, I think, it's actually being really clear about what your goal is. I mean, if you ask people, "what do you want to achieve?" it's quite general or they'll tell you what they don't want to achieve. And, of course, I started to study the neurosciences and the patenting of people's behaviors and why they got the results that they got. And, you'll quite often find that people focus on what they don't want, and of course when you do that, that's what you'll draw more to you. So, I really believe that it's actually about being really clear about what you want, and then doing whatever it takes. I did some research years about about what stops people from moving into mastery. So, whether it's sales, management, leadership, parenting, sports, it doesn't matter what it is, how do people go from the honeymoon phase, and that's the first phase of when we get a buzz, where we're feeling really uplifted, you know it's just like a relationship, it's all fun and bells and whistles. And then of course you move into the next phase which is routine, and people succumb to the boredom of routine, they buy into that. And instead of reframing it and seeing it as, the more routine I get it, the more patenting in the brain grabs it, the more proficient I'll become, they want to jump back into the honeymoon phase, and so they don't go deeper. And if you stay in the routine long enough, you'll eventually move into mastery, and I would suggest that people actually show their people how to get addicted to the routine part, and how do you do that? Well, you get them to fall in love with the process of what they're doing, not the result.
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Buck Blanton of ECM Group discusses the importance of being aware of your responsibilities when you sign as a Trustee for a Retirement plan.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Janna Hoiberg of Harvest Business Coaching discusses some of the challenges that family businesses face, and strategies for dealing with them.
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Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.
Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”
Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).
In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.
In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.
In The Great Crash Ahead (2011), he outlined how the next great crash is likely to unfold in the coming months. He explained why there is nothing the government can do to protect us as deflation takes hold of the economy.
He also recently finished his book, Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, an information-packed guide for any serious business owner.
Harry’s latest book, The Demographic Cliff – How to Survive and Prosper During the Great Deflation of 2014–2019, shows why we’re facing a “great deflation” after five years of stimulus — and what to do about it now. Get your copy here.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
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Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to listen to all of their interviews!
Transcript:
Mark: Retirement has taken on all different kinds of definitions. What I've seen more recently is, people are leaving their job, and they're not fulfilled with just sitting at home, they really want to get back into business life or some other volunteer work. So, they're taking on a different or second career. So, people are leaving they're work, but coming back to work. To give you an example, I was at a fair with my family and I saw my cousin. He had recently retired, and I walked over to him and said, "Hey, Bernie, how are you doing?" He said, "Oh, at first it was horrible. I hated it, absolutely hated it! But now, it's great." I said, "really, what changed?" And he said to me, "I went out and got a job."
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
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Bill Anton of CEO Effectiveness discusses leadership characteristics in a knowledge based economy.
This is a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their past interviews!
Transcript:
Bill B.: What are some of the challenges for leaders in this knowledge based economy? Here's CEO coach Bill Anton.
Bill A: The person that has the most influence over the entire organization is the person that leads the organization, and transforming that person exponentially influences change. My training as a psychologist, my understanding about the kinds of organizations that are gonna be successful in the future, are gonna be organizations that realize that knowledge is their product, and that knowledge can only be created by enrollment, not by compliance. And so, the task of the leader of the future is to transform the people that work in the organization so that they want to give their best, and so that they're willing to offer ideas and perspectives that create knowledge and innovation for the organization.
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Mark Jaffe of Strategic Growth Consulting discusses the necessity of taking time to think "out of the box" to drive your business value.
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Dave Linden is the Founder of the Largest Mixers in Los Angeles, Orange County, and the Inland Empire of Southern California and Las Vegas, NV. The OC Largest Mixer is March 18th at the OC Fairgrounds. Tickets and Booths can be purchased at www.OCmixer.com.
Dave discusses how he started the concept 17 years ago, how things have changes with technology and Social Media, and what visitors and Exhibitors have told him along the way.
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Dave Linden is the Founder of the Largest Mixers in Los Angeles, Orange County, and the Inland Empire of Southern California and Las Vegas, NV. The OC Largest Mixer is March 18th at the OC Fairgrounds. Tickets and Booths can be purchased at www.OCmixer.com.
Here he offers a brief tip for how to be a classy networker and what NOT to bring.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
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Here's a 1 minute preview of our Guests' full interview.
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Steve Beatty interviews Joel Solomon who shares tips, ideas and precautions in their area of expertise. We upload new content daily so check back often!
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Cathy Daugherty, Partner, Moore Benefits Inc. discusses the importance of researching your Network coverage when considering heath insurance for yourself and your employees.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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In this 1 minute highlight, Michel Zelnick, Founder of The Zelnick Group, discusses how employers can use employee tests to assess how well the employee and the rest of the team may interact.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Tawnya Gilreath of LA Business Pros talks about the importance of understanding and communicating your expectations when meeting with Business Sale Advisors. To find Tawnya's other interviews type her name into our search bar.
Tawnya: Some of them are ready, and some of them are saying, you know what, I’m just done, it doesn’t matter, you know, I’m just burned out, get what you can for it and just put me on the market and get me out of this business. First step, actually, is to meet with them and see if we want to do business with them. Secondly, we do a business valuation, and we’re gonna ask them for their last three years of tax returns, PNLs, balance sheets. If it’s manufacturing, we want to know what their back log of orders are, so there are a lot of factors that go in to that valuation, and then we’ll talk to them again and say: based on the data you provided, this is what we believe we can put the business on the market for to get it sold. Now, if I tell them it’s worth $1.2M, and they say, oh no I have to have $5M to retire, then I just say, okay fine, alright, now you’re at $1.2M. So, it’s kind of like, if you know you want to be in Disney world, that’s great, you need to know if you’re starting from Minnesota or Texas, because it’s two different routes.
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The McAlvany Financial Group has a contrarian, in-depth approach to its analysis of monetary, economic, and geo-political events. This approach helps the company avoid decisions based on emotion or "herd mentality," and thus combine maximum risk mitigation with consistent real growth for its clients’ investments through all phases of market cycles. Integrity, attentiveness, and longevity have characterized the company’s client relationships since 1972.
David McAlvany is CEO of the McAlvany Financial Group since 1972 – International Collectors Associates, ICA Europe, and McAlvany Wealth Management – and is director of the Swiss Corporation, Global Gold. He has been a featured speaker around the country, analyzing world events and their impact on the global economy and financial markets. David is also a member of the investment committee for the Fort Lewis College Foundation. Questions Answered:
1) What happened to gold prices on January 15th? 2) What is volatility? 3) What is the worldwide market?
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Tony: I get a call from a gentleman, he wanted to know if I can come in and talk to him and his partner, and I was pleased to do that. When I got there, I found out they were having their best year yet, financially, but their worst year personally. The business was 20 years deep and they had lots going for them, but the fun was gone. And they hardly talked to each other inside the office anymore, let alone outside the office. They wanted to know if I could help, and I told them I would, as long as they were willing to think outside the box. So we did some investigation and identified their goals, and we created a plan that we could put into effect. And the first, and most important, piece was for them to have the conversations that they so often avoided even though they knew they were going to be helpful, because they were uncomfortable. So I was able to facilitate discussion and get them to open up, and that really caused their relationship to warm up and flourish. Then, we turned to some of the different things, the procedural, and logistic, and strategic concerns within the business.
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Michael Burleigh is the President of Peak Capital Management. Today, he will discuss why people shouldn't count on inheritances to save their retirement.
Questions Asked: 1) Why should people not count on inheritances from their parents to fund their retirement? 2) Why is there a 14 point gap between those who want to spend their money and those who want to give it to younger generations? 3) Why is giving money away before death leaving people at greater risk for not having enough money later in life? Contact Info: Email: mike@peakcapitalmanagement.net Website: www.peakcapitalmanagement.net
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Here's a 1 minute highlight from an interview with Harry Dent. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
On the run? Take us with you! Just tell Siri or Google to "find Exit Coach Radio!" for our mobile app (or enter ExitCoachRadio.com into your mobile browser)
Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.
Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”
Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).
In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.
In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.
In The Great Crash Ahead (2011), he outlined how the next great crash is likely to unfold in the coming months. He explained why there is nothing the government can do to protect us as deflation takes hold of the economy.
He also recently finished his book, Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, an information-packed guide for any serious business owner.
Harry’s latest book, The Demographic Cliff – How to Survive and Prosper During the Great Deflation of 2014–2019, shows why we’re facing a “great deflation” after five years of stimulus — and what to do about it now. Get your copy here.
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Dee Elliott, President of the OC Chapter of NAWBO, briefly describes the organization and invites Participants and Sponsors to get involved in their upcoming Golf Tournament 5/21 at Tustin Ranch Golf Course. For more info click here or visit www.NAWBO-OC.org
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Here's a past highlight from one of our Guests. Find their full interview at
Transcription:
Bill: What are some of the biggest challenges facing family businesses in their management transition? We asked Transition Consulting Group’s David and Paul Karofsky for their thoughts regarding this topic.
Paul: As the Baby Boomers are coming of age and getting a little bit older, as the next generation is starting to get a little bit older and come into that leadership position, this transfer of not only monetary wealth, but you’re talking about the businesses, the assets, whatever it might be, there needs to be a plan to transfer that seamlessly. To my Dad’s point, the more planning you do when you talk about it, as to what that transition of ownership looks like, what does that transition of leadership? Those two are not the same, they can be similar at times, but they can be mutually exclusive, as well, but until you really have a plan as to how you transfer that business from one generation to the next, it’s very difficult to do it.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Rickard: Everything a country has invested until today, in terms of IT systems, is something to support the formal knowledge and the business process and stuff like that. And what we are trying to do is connect the formal knowledge and the informal knowledge within a company. The informal knowledge is in our heads, you know, the water cooler effect: when I’m standing by the water and I ask a random question to a random person and I find then answer. That’s what we’re trying to transfer in the company, so you can talk to the community, so to speak, but in this case, the community is your co-workers.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
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Host: Buck Blanton. Audio library: www.ExitCoachRadio.com.
Larry Crocker discusses fiduciary roles, responsibilities, and potential burdens for advisors.
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Steve Beatty interviews Scott Bulloch who shares tips, ideas and precautions in the area of private equity management. We upload new content daily so check back often!
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A 1 minute excerpt from a recent interview with Mahyar Ghassemian. Hear the full interview by entering 'Myar Ghassemian" into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
Mahyar Ghacssemian, was admitted to the California State Bar in 1999. Mahyar has a Masters’ degree in Physics from California State University, Long Beach and obtained her Juris Doctor degree , graduating cum laude from Western State University College of Law in Fullerton, California. While in law school Mahyar was invited to the California Court of Appeal in Santa Ana where she honed her research and writing skills as an extern for Presiding Justice, David Sil
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Janna Hoiberg of Harvest Business Coaching discusses some of the challenges that family businesses face, and strategies for dealing with them.
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Elissa Warantz. Mentor with SCORE OC (Orange County), discusses Business Law Basics. Elissa is a practicing attorney and can be reached at www.EWlawoffice.com and in addition you can find two free downloads that she authored that are available on the SCORE OC Facebook page concerning business law. The links are: http://a.pgtb.me/w7rSZm ("5 Ways to Stop Someone from Stealing Your Online Brand") and http://a.pgtb.me/vHmLMs ("3 Legal Things Every Website Should Have").
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Thomas Young is the President and Owner of Intuitive Websites and the author of the new book "Winning the Website War". He is a Vistage member and speaker.
Questions Asked:
- What is the Website War
- How can we win the Website War?
- What is your Four Step Process to website marketing results? Contact Info:
Email: tom@intuitivewebsites.com Website: www.intuitivewebsites.com Bonus Material:
Visit www.winningthewebsitewar.com to find more info on the book!
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Martin Staubus, Consultant - Beyster Institute at the Rady School Management discusses one of the side benefits of ESOP plans - pride of ownership among employees who now have "a stake in the outcome".
----more----The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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Peter Stephan, Senior Vice President, United Retirement Plan Consultants discusses the importance of involving your advisor team and planning well in advance of the end of the year for your upcoming year retirement plan design needs.
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Did you know that most business owner relationships suffer from a lack of communication? However, with a proactive approach Business Owners can help preserve and protect their business value by addressing conflicts and lack of communication early. Michel Zelnick, Business Therapist and Founder of The Zelnick Group, offers valuable tips and insights from his many years of helping owners address their differences and "wear the right hats" while attending to business matters.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, offers brief tips to business owners who are starting to get ready for their exit planning phase.
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Karen Boyd is a Mentor with www.ScoreOC.org and has many years of experience working with companies large and small. She shares excellent tips and ideas about How to Manage Inventory and Accounts Receivable.
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Marc Camras, President, MVision Consulting discusses some of the factors that go into deciding what makes for a good fit when thinking about a new business opportunity for the next chapter in your life.
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Host: Steve Beatty. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
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A 1 minute excerpt from a recent interview with Patrice Sebastian. Hear the full interview by entering 'Patrice Sebastian' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Transcript
Scott: A private equity buyer may not be the highest buyer, a strategic may actually pay more. A strategic may pay a premium. The challenge is, like you just said, if you’re a business owner, do you really want to go to your competitor and expose your business? Now, as a private equity firm, it is necessary over a certain period of years, that the private equity owner will want to sell that business. It’s not a flip, but it is preparing a business for an eventual second’s transaction. That could be considered a con to some business owners. Another negative is sometimes a private equity firm could have really good intentions, without strategy and strategic insight, and it just doesn’t materialize. Sometimes we think that we’re smarter than we really are, and once we get in there we don’t have as much strategic value as the seller may have thought we had. That is a risk that the seller needs to be aware of.
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Sanford Coggins discusses different real estate investment scenarios and why direct ownership is more efficient than fund-based strategies.
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Michael Weisman, Founder - The Values Institute discusses the benefit of creating a brand that you can stand behind because it is built on values, not just products.
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Harley Bjelland shares a quick tip about creative ways to retain key employees. Find his full interview with the search bar.
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Eric Guy is a Senior Partner at Predictive Synergistic Systems
They help Employees have better lives and Business Owners have more productive companies.
Contact Eric at ericguy@predictivesynergistics.com
Also, check out Eric's new book, The Life of Victory - Mastering the Secret of Choosing Love over Fear
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Michel Zelnick, Founder of The Zelnick Group, discusses the importance of taking other first steps toward harmony.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Jeff Karges, Partner - Relationship Matters Consulting Group discusses his experience in dealing with Family Business issues. While is may seem that there is never a "right time" to address some issues, in fact the best time to start the solution is right now.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Theresa Oatman is the CEO of Stock Connections, which helps Private and Public companies to get and keep their Stock Option, Restricted Stock, and Employee Stock Ownership Plans in compliance with SEC, IRS and Financial Accounting Boards. She offers her expert advice and tips and precautions.
Transcript:
Bill: So, you want to reward your employees with stock? Well, there's a few things you ought to know, here's Theresa Oatman.
Theresa: Equity compensation is considered a benefit for the employee, and it's like at the hub of a wheel, where it touches on so many departments internally as well externally: finance, legal, payroll, the SEC, IRS, and that's not even to mention all of the international countries. In the last 10 years, other countries have figured out, "oh, there's wealth to be made, here." Now, they're all coming up with all of their rules on how to tax it, and some is taxed and grant date, some is taxed later. So, you even need to know those kind of rules before you even grant to somebody in China or the UK, every country has different rules.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Andrew Karlen discusses determining the value of your business and the best way to determine its growth.
Transcript:
Andrew: Many of us would say, that business owners, for them, the business is really the first child. So, they think it's worth a lot, and they may be disappointed by the results, but at least they have the results. But it goes the other way too, "I don't think my business is really worth much, you know, a few trucks and file cabinets," and they don't realize the going concern value of the business. So, it does come both ways, but probably more likely, a little disappointment, but at least they have something realistic. And more importantly, I should say equally as important, they find out why it is not worth more, so if we have to grow the value of the business, we know things that we need to work on, because the valuator may have pointed those things out to us.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
John Grace, President, Investor's Advantage Corp. discusses the demographic trends ahead.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
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Pat Kramer explains how she helps her clients gain more visibility and leave a legacy.
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Karen Boyd of SCORE provides a one minute tip. Find her full interview via the search bar.
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Bill Black, Host of the Exit Coach Radio Show, conducts this interview.
Pina Di Cola, a Photographer and Owner of Pina Di Cola Photography in Los Angeles, discusses a fading art form - the skill of a true photographer to capture your essence in the age of the selfie, and she discusses her book "You are Photogenic: Discover Your True Self with Photo-Image"
Contact info: Email Address: pinadicola@gmail.com Website: pinadicola.com
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Audrianne Adams-Lee if HR Network Inc. discusses her many pearls of wisdom to minimize Worker's Comp claims to your Business.The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer Business Owners contemplating Business Succession and Exit Planning.
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Bill Black interviews Lyn-Genet about her exciting research and her book "The Plan", a dietary approach that reduces inflammation.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their past interviews!
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript
George: Right at the top of the list is clean financials. You know, I don’t care if you’ve got a boat in the harbor and that’s part of your compensation package for your closely held firm, but have some receipts for that boat in the harbor so when somebody starts looking at it, and they realize they don’t have that boat in the harbor, but that’s still true income in a recast financial statement. And, I may have mentioned, what happens with this is when you get it packaged, and you get an interested party, that party will come in and one of two things happens: either they get enthusiastic about it and gain confidence, and you go get a deal done, or they lose confidence, you lose their interest, and you’re done.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews! Business owners often hear mixed messages about business value, leading to unrealistic expectations.Chris Bond explains how business values can be misconstrued.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
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The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer Business Owners contemplating Business Succession and Exit Planning.
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In this 1 minute Highlight, one of our values Segment Sponsors, Bradford Hall, Managing Director of Hall & Company CPAs & Consultants, Inc. shares an insightful comment about tax planning.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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Here's a 1 minute preview of today's featured Guest. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below!
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Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Contact info:
pat@writerpatkramer.com www.writerpatkramer.com
Writer For Hire (R) , a professional content writing company, provides ghostwriting, web content and public relations tools to businesses for the past 25 years. We discuss using social media more effectively for business and improving your communication skills in reaching your target audience.
Questions discussed:
In what capacity do you work with clients on social media?
What other kinds of projects would clients hire you for? ' '
What does it cost to hire a Writer for Hire?
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Pat Kramer shares her thoughts on why you should write a book and a few details of her work in this brief excerpt from her interview with Bill Black.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
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Steve Smith of GrowthSource Coaching discusses what causes businesses to "drift" and how to get them back on course.
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In this 1 minute highlight, John Brown, President and Founder of BEI (Business Enterprise Institute), discusses how he developed the now famous 7 Step Exit planning process/
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In this 1 minute highlight, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses a popular tax minimization strategy that tax-weary business owners explore to minimize the many layers of taxes on wealth.
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Lauraine Bifulco shares tips and ideas for small business owners regarding HR issues. ----more----
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest . Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
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Bill Black, Host of the Exit Coach Radio Show, conducts this interview.
EmCo Consulting is an employment law firm and HR consulting business that helps business owners manage their workforce. Today Bill Hoch is going to tell us the one thing that can solve most of your HR headaches.
Questions discussed:
1) So, what is the one thing we need to know? (Clarity) 2) How can an employer implement clarity in the workforce?
Contact Info:
Email: bill@emcoconsulting.com
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Joan Ridley discusses the appropriate steps to selling your business, including thinking like a buyer!
New content daily - check back often!
Transcript:
Joan: This surprises a lot of people, Bill, but I really believe that whether you are going to transfer ownership to family, or to employees, or to third party, you still have to go through the same steps. The first thing business owners need to do, I think, is to start thinking like a buyer and a banker. Because, let's be honest, that's what's gonna drive the transaction regardless of what strategy you use. But the thing is, it's real hard to do that. I got a new client yesterday, and he said, I want you here because I need a fresh set of eyes on what we're doing, and even though they're doing a great job, I could see immediately the things that we need to tackle. So, step back and look at your business as a banker and a buyer would.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Transcript:
Frumi: Often people pull the trigger on their job, let's say they're totally unhappy in a corporate position, they're ready to quit and jump into it without setting the stage for it. There's so much that can be done before you actually quit a job, so that when you're really ready you can just press the go button instead of starting then. Because, I think what people don't realize, is that it takes 2 years to start a company, and it could take as many as 4 to get as much as you were earning in a corporate job. That's still worth it.
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Gail Trugman Nikol of Unique Business Solutions joins Bill Black to talk about the tremendous importance of having efficient processes and systems documents and reviewed for your business. It not only makes a difference in efficiency which effects profitability, but it can also be a key factor in how a buyer values your business.
Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below!
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Transcript:
Bill: What are some of the types of instruments that people are turning to to produce income with their liquidity?
Jim: Hopefully, they've have had a large enough check that they don't have to have a really high yield, because it's hard to project even a 4% yield if you're not willing to take risks, and after a person sells their business, they tend to take a little less risk with their investments they're not used to working with every day. They risk in their business, but not in their investments. It's difficult to provide a really completely safe CD type income, if someone says that's possible, it's probably not. But I think a diversified portfolio, managed money of various things, if it's long-term income maybe annuities, we'll use some alternate investments. Many of the business owners own their own buildings, so that's income.
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Bruce Dobb and Tomas Duran of Concerned Capital share ideas for business owners who are looking for creative strategies to sell their business.
Contact BruceDobb@yahoo.com
Website: www.ConcernedCapital.org
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There are many Healthcare -related businesses popping up -- from Traditional Medicine to Wellness Facilities to Coaching businesses. In this brief highlight Attorney Michael H. Cohen discusses some of the regulatory issues that you should be cognizant of is you are starting this type of business. (1min) The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer Business Owners contemplating Business Succession and Exit Planning.
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Bill Black interviews Mike Rogers of The Revenue Group. Mike shares great tips and ideas for all types of companies.
Email Address: mike@therevenuegroup.net
Website: www.therevenuegroup.net
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In this 1 minute highlight, John Brown, President and Founder of BEI (Business Enterprise Institute), discusses two other headwinds that have created a difficult environment to exit a business.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Kathy Condon discusses networking strategies, including the finer points of starting conversations, asking questions, and the importance of listening.
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Host: Bill Black. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Andrew Arons is a Managing Partner at Synergy Advisory Management Group. Today, he will discuss seasonal patterns that have existed in Mid-Cap stocks over the past 33-34 years. Questions Asked: 1) Why is there a seasonal pattern to stocks? 2) Is it predictable? 3) What type of accounts do these shifts benefit? Contact Info:
Website: www.synergyamg.com Email: aarons@nationwideplanning.com
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A 1 minute excerpt from a recent interview with Jay Young. Hear the full interview by entering 'Jay Young' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
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Host: Buck Blanton. Audio library: www.ExitCoachRadio.com.
Larry Crocker discusses fiduciary roles, responsibilities, and potential burdens for advisors.
New content daily - check back often!
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Tim Voorhees, Managing Partner of Matsen Voorhees Law Offices discusses the importance of creating a financial blueprint to unite your advisor team before drafting documents and funding plans.
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Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities) Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each. As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework.
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Host: Steve Beatty. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
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Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the importance of evaluating the Return on Investment you are getting from your employees so you can take steps to maximize it.
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In this 20 minute interview, Mary Parsons, President, Fountain Valley Chamber of Commerce, discusses how Chambers of Commerce need to adapt and change and how leadership is the key to identifying and making the changes and communicating the changes to Members.
The interview was conducted by David Elliott, President and CEO of the Santa Ana Chamber of Commerce, on "The Chamber of Commerce Corner" a feature of The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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Dennis Hensling of United American Mortgage tells a story of an offer to refinance that almost ruined the Borrower's credit. (1min). The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer Business Owners contemplating Business Succession and Exit Planning.
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Hans Sperling, Attorney - Sperling Law Corporation discusses some of the common oversights that Business Sellers make that can result in a Buyer backing off.
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Bill Black interviews Yvonne who shares tips and ideas for transforming and growing your business value through digital strategies.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
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A brief interview with a Franchise Representative from the West Coast Franchise Expo.
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Bill Hoch, Attorney - EmCo Consulting, LLC discusses how important it is to not act rashly when an employee situation does not go well.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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Tim Voorhees, Managing Partner - Matsen Voorhees Law discusses the horrific level of taxes that can be levied on Retirement Plan Assets for unplanned situations..
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In this 1 minute highlight, Mary Parsons, President, Fountain Valley Chamber of Commerce, discusses how different members might use the Chamber of Commerce to connect to customers, supliers and their community.
The interview was conducted by David Elliott, President and CEO of the Santa Ana Chamber of Commerce, on "The Chamber of Commerce Corner" a feature of The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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Bill Black interviews Tim McCormack about the many sources of working capital, some that will surprise you!
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
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For 30 years Angela Sloan, CEO and founder of Sloan Financial Group, has dedicated herself to helping her clients secure their financial affairs. Unfortunately at a young age, she was swindled out of her life savings by her “trusted” advisor. This misfortune motivated Angela to make it her life’s work to keep bad things from happening to good people. Angela’s sound, responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement nest eggs, even throughout these turbulent financial times. While she specializes in income tax planning and managed money, conservative investments, she has expanded her practice to include estate planning, long-term care insurance, Medicare supplements, life insurance and property and casualty insurance.
Questions Answered:
1) How can I try to manage the impact of an interest rate hike? 2) What are high-yield bonds? 3) How can I reduce my investment risk?
Contact Info:
Website: www.sloanfinancial.com Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Bruce Jones, TaxWealth discusses one of the many strategies he explores to reduce taxes for his clients.
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A one minute highlight from interviews with Four Provisors members: Miranda McCroskey, Steve Smith, Kris De La Pena and Ahn Tu
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Heath Frantzen interviews Harry Dent for his latest insights on Trends that effect us all.
Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.
Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”
Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).
In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.
In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.
In The Great Crash Ahead (2011), he outlined how the next great crash is likely to unfold in the coming months. He explained why there is nothing the government can do to protect us as deflation takes hold of the economy.
He also recently finished his book, Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, an information-packed guide for any serious business owner.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Nick Yocca, owner - The Yocca Law firm, discusses briefly how accredited investors are now much more attractive targets for small business owners to sell to than in the past.
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Bill Black interviews Christina Daves who discusses how she founded PR for Anyone and offers Tips for low cost PR strategies.
Do you want to work less IN your business and more ON your business but you don't know where to start? Visit www.ExitCoachRaio.com and click on "Get My Sellability Score" under the "ACT" section. It's free and it will help you understand where you need to work to make your business more valuable.
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Mahyar Ghassemian, Ghassemian & Associates, discusses some of the common legal problems she sees with business owners and solutions for those problems.
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Steve Strauss of SCORE Orange County discusses tips and ideas for planning to grow and sustain your business.
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In this 1 minute highlight, Leo Klijn, Exit Strategy Planning, Henberger, discusses the process of Exit Planning.
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John Foley and David Shaffer of Arrow Up Partners discuss several techniques and strategies to increase your business value. ----more----
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Bill Hoch, Attorney - EmCo Consulting, LLC discusses a common mistake many business owners make -- rushing to action without thinking through all of the possible outcomes.
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Host: Steve Beatty. Audio library: www.ExitCoachRadio.com.
Herb Dodell discusses legal tactics, litigation costs, and the importance of sound legal management. New content daily - check back often!
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Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
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Jerry Kornfeld is a Family Physician and is well know for his service "Ask Dr. Jerry". . His primary concern is keeping his audiences as current as possible with the latest medical information.
Questions Answered:
1.What's new and exciting since we last talked 2. What is your opinion about prostate cancer and PSA test 3. All this heavy stuff, any pleasurable things we can do to prevent heart problems?
Contact Info: Website: www.askdoctorjerry.com Email: kjbkorn@aol.com
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Tawnya Gilreath of LA Business Pros talks about the payoff of a "final value push" when preparing your business for sale. (1min) The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+Business Owners contemplating Business Succession and Exit Planning.
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Please mention Exit Coach Radio to your friends!
Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. A discussion about the new trends to automate employer-sponsored retirement plans in order to produce a better retirement outcome.New content daily - check back often!
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Alison Whitaker of Sotheby's International Realty discusses a valuable service for anyone with an elderly parent.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest . Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
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"Come Listen for a Minute"!
In this 1 minute highlight, Mark Goldstein, Attorney at Law, SoCal IP Law Group LLP discusses the importance of checking to make sure that you have all the checks and clearances before you start selling a new product or using a brand to avoid big headaches later.
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Here's a 1 minute excerpt of a 20 minute interview with Peter Christman.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
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Andrew's business is collecting money for contractors and subcontractors. He is a former general contractor turned lawyer. When you think construction lawyer, you might think "construction defects" and while Andrew does defend contractors from defect claims from time to time, his specialty is getting his contractor clients paid for their work:
Questions Answered: 1) Why construction law? 2) Have any of your cases resulted in changes in the law? Contact Info: Website: www.carltonalberola.com Email: andrew@cnalawfirm.com Need to work ON your business? Start with a free assessment at www.BizGrowth123.com
Z. Christopher Mercer, of Mercer Capital, discusses how business valuation can fluctuate from time to time and why you need to stress-test your Buy-Sell regularly. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net
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Lynne Strang explains the benefits of being an entrepreneur at an older age. The main advantage? Who you know. Transcript:
Bill: What are some of those advantages for being an older entrepreneur?
Lynne: I think, for many people, a later start actually increases the odds for entrepreneurial success because it allows people to develop certain characteristics and assets. For example, you have a bigger network, bigger and better network, and in entrepreneurship the old, "it's not what you know, it's who you know," adage really does matter. So, the longer you've been around, the more people you know, and the more likely it is that you'll have connections that are needed to open doors and obtain advice and market your products, your services, and find the right help.
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Brad Leggett of the Leggett Group shares a brief tip about diagnosing a client's sales team effectiveness.
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Here's a past highlight from Pay Kramer.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Transcript:
Bill: Our president right now, at the California Institute of Advanced Management, we're a startup university. We grant one degree, and one degree only, the MBA. We don't permit more than 20 per class and we're totally unique, for anyone else, I think. We do things that even the top tiered business schools in the area do not do. For example, we do consulting in every single course, a requirement of our students in teams of four. It's pro bono, and that's another something that your listeners might be interested in. We also hire professors from the best schools in the country, in addition to our regular professors, all of which have doctorates from accredited universities. So, all these things are unique, we're a little bit different from anyone else.
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Laura Goodrich specializes in change and the future of work. She is going to talk about Creating an Individual and Collective Mindset for Change and Innovation in your organization.
Questions Asked:
1) What does the decade ahead hold in terms of change? 2) What are two major threats facing organizations on the road ahead? 3) What is getting in the way of positive change and innovation in organizations? Contact Info: Website: www.gwtnext.com Email: laura@GWTNextc.om Need to work ON your business? Start with a free assessment at www.BizGrowth123.com
John Nelson discusses the business, finances, administration, and concierge services of affluent families.
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Transcript:
John: In terms of family office and affluent families, there's a theme, usually, of legacy. Of trying to keep the family together, trying to keep those assets flowing from generation to generation, realizing they've got to pay their fair share of taxes, but they don't want to be hammered. Many want to appreciate the good graces while they accumulate it, and want to do some good with it, and that's the philanthropy side, but they also want to do well. The other side of philanthropy is it creates tax optimization. Sometimes, a lot families get involved in say, health technologies, or healthcare, medical, those kinds of things so they'll be charitable and involved in that area, maybe have their own foundation, contribute to other foundations, support some private companies, as well.
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Social Media isn't just to find new customers -- it can also be very useful in identifying what kind of experience your customers are having. Jonathan Boring of Social Spice Media.
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Host: Bill Black Audio Library: www.ExitCoachRadio.com Garry Spinks discusses employee preferences and needs and how your business can adapt to the changing employee landscape.
Transcript:
Garry: There's a lot of organizations that do a great job at knowing what their business is, what their financials are, what their competitors do, what their strategy is...but the element that sometimes is overlooked is: what about our employees? What are their preferences, what are their needs, are we meeting their needs? And that's why we talk about the employee value proposition. We really think organizations, they know the first three things we mentioned, but they should really put a microscope on: what are employee preferences and needs, and are we meeting those? Because the workforce is changing dynamically right now, and the war for talent is getting no less, there's less people to do all the jobs.
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Carl Woodard of SCORE OC discusses the best time horizon to consider for a business plan.
Transcript:
Bill: What's the right time horizon for your business plan? Here's SCORE mentor Carl Woodard.
Carl: A lot of people think that if they're not making it within that 90 days that you mentioned, then they need to close up shop and leave. They don't realize that the cash flow doesn't come in from day one, and so that's all part of the planning process. I would say, when you're putting together a plan, it should be for a fiscal year, one year period, and then do your financial projections for at least another year or two, especially if you're going to go borrow money for your business, because the financial folks and people that want to loan the money to you will want to know what you're thinking about after that first year. So, I would say, at least, cover a three-year horizon, but pay special attention to that first year you're in business. But of course, you're always adjusting it. If you're a little behind or a little ahead of your schedule, then you can adjust your current year to make it more realistic.
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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Bill Ellerymeyer discusses the changing job market, the portfolio approach, and how to make income while pursuing your passions.
Transcript:
BB: You're counseling more people, "hey, to get more security, or to get more income, you need to think about a portfolio approach."
BE: The market has changed so much, so that the today I would say that 60% of my clients, rather then helping them pursue a job directly, we build a portfolio career using their core skills over multiple streams of income. Example, you're an IT guy, so you now become a consultant in IT, but that is project oriented means up and down. So, to supplement that, you add in other things, the most common one is to start by teaching. You know, one night a week, you can marry that with board work, writing, teaching, all of these things go together so that you have an income from three or four sources.
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Danny Fontana discusses the importance of the relationship between financial advisor and client, and how the financial media can skew that role.
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Bob Thurman is President of Counterattactics, a personal safety and defense training program. For the past 25 years, Bob has been speaking professionally about personal safety and self-defense for corporate America.
Questions Asked: 1. Why did you start this program?
- What is your training and experience?
- Why have you been around so long?
Contact Info: Website: www.counterattactics.com Email: thunderthurman@gmail.com Need to work ON your business? Start with a free assessment at www.BizGrowth123.com
A 1 minute excerpt from a recent interview with John Ayling. Hear the full interview by entering 'John Ayling' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
Transcript:
John: I'm into financing businesses, so number one, your finances have to be in pretty good shape, especially if it's something we have to have so we can do SEC audits. Now, we're not necessarily saying they need SEC audits done, but they have to have trackability of their sources, of where they bought, what they sold, what barters they rent, and their financial statements. I think they should have an idea of what the opportunities are, what kind of opportunities they see. Because they're in the industry, and we're not. We have to find people to find people that are in that industry, so they have to know the industry pretty well, which they should. It has to be something that would be appealing to them to buy. If they were looking at a company, what would they need?
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
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We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest.
Transcript:
Stephen: You know, there's a lot of factors that impact value. The business, you have internal factors about the company itself, as well as, on the other end, maximizing value through properly handling the sale process. When I say internal factors, I include addressing areas such as customer or vendor concentration. And, you know, buyer's will really have concerns about that. Another major concern is share-holder or employee dependency that will really effect value. So, I could talk for hours on the topic of what factors impact value, or how you can build value, but really, it all comes down to how predictable and sustainable are the sales and earnings looking ahead into the future?
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Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!
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Ask Dr. Jerry! Dr. Jerry is a frequent guest of the show - today he discusses some of the advances in the treatment of Heart Disease and ahat you can do NOW to reverse problems. Contact Dr. Jerry at kjbkorn@aol.com
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Here's a 1 minute excerpt of an interview with Clarke Langrall.
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Alexandra Varela describes the common mistakes people make iwhen they take shortcuts to their estate planning and the correct way to approach this important topic. www.VarelaLawOffices.com
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Here's a 1 minute preview of today's featured Guest. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!
Transcript:
Bill: Looking for a quick dietary tip to reduce your risk of cancer? Here's Doctor David Leonardi.
David: Most people are convinced that protein is a critical part of our nutrition, and the consumption of plenty of animal protein is pretty standard in the Western Diet. But, we've long known from published studies, that high protein diets on a bio-chemical level, are actually deleterious. So, recently, a study published in 2014 finally looked at the relationship between protein intake and mortality In people aged 50-65, the intake of animal protein, in this study, correlated directly with mortality. Now, when I say animal protein, almost everybody thinks of red meat, but I'm talking about animal protein in general. So, this includes all meat, fish, eggs, and dairy. So the intake of animal protein correlated directly with mortality in people aged 50-65, but when they looked at plants as the source of protein, the relationship with mortality was nearly abolished. And there's several reasons for this, number one: animal protein contains higher levels of an amino acid called methionine, and cancer cells thrive on methionine. Secondly, Bill, how do we usually cook animal protein? Meat or fish, we usually grill it or broil it. These very hot or very dry cooking processes form carcinogens on the surface of the meat or fish called heterocyclic amines, and they create inflammatory molecules within the meat or fish. All these create a bio-chemical environment that promotes the risk of a mutation to cancer, and also more rapid growth of that cancer.
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Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!
In this 1 minute highlight, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the importance of recognizing that it is your Human Assets -- your key people, that are getting more valuable with each passing day.
Transcript:
Linda: The thing about human capital assets, is they're actually the only asset that appreciates over time instead of depreciates over time. So, they're going to develop new knowledge, skills, and abilities, they're going to have tribal knowledge or organizational knowledge that takes a long time to replace when it walks out the door. And so, anything that you can do to develop those assets is great, and to make sure you're getting the right ROI or ROA, whatever it is that you want. Choose some metrics for your industry, for your organization, and measure them. It may be revenue per payroll dollar, or per full-time headcount, something like that. It could be air rates, it could be productivity per employee, whatever is appropriate for your organization.
Bill: Is that an area that you can help employers, to help them figure out where to go to get those metrics, or what would be reasonable?
Linda: Yeah, absolutely. We can come in and look at the business, I get pretty involved with the CEO or the business owner, to actually understand the business and take a look and those numbers to make sure they are trending in the right direction.
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Phil Calhoun discusses an educational resource that he offers for employees who are turning age 65.
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Kathy Condon discusses networking strategies, including the finer points of starting conversations, asking questions, and the importance of listening.
Transcript:
Bill: Networking is a big thing these days, and a lot of people just don't know how to make small talk.
Kathy: That's why I tell people, come up with questions so they can start conversations. I'll share with you one of my best questions for anyone that you wanna get to know better. You look them in the eye, and you say, "tell me something great that happened to you lately." In order for the person to answer that question, they have to think of something great that happened to them, and the key here, is if you listen to the answer, you can easily ask another question. And the whole idea when you're out networking, is it's all about them, not about you. You know everything you know, what you want to do is, you want to learn about the other person.
Brandon Miller discusses the importance of defining your team member strengths.
This is a 1 minute preview of one of today's featured Guest. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!
Transcript:
Bill: If there were one diagnostic tool that creates the operations manual for a human being, would it be Strengthsfinder, in your assessment?
Brandon: I think so, and here's why. Dr. Clifton, who is the founder of Strengthsfinder in 1949, had the question, what would happen when we think about what's right with people, rather than what's wrong? And the man devoted his entire life to studying this idea of strength and talent. His conclusion was, we have so many words to describe what's wrong with us in psychology, where are all the words to describe what's right? And, he happened to live in the same city with George Gallup. Ended up purchasing Gallup, which, at the time, was providing the world with polling data, sampling for making decisions, understanding what we thought. Well, there hasn't been a comprehensive study in it's kind. Over 40 years, 2 million people surveyed, in my experience working with the instrument, with all of the academia behind it, all of the analysts, they're all available publicly, it's fascinating to learn how they arrived at their conclusions. This is a marvelous tool. I think it really provides a broad inventory, because not only can you see your top 5, but for a little more of an investment you can see all 34, so you actually see all the talents you use everyday, but you also can learn the ones that you don't use, that aren't a part of you. Which aren't meant to grow them, but meant to understand, "wow, if I have these, and my fellow leader has a different set, it helps me understand our differences," and those differences are actually advantages, not intended to be annoyances, so we learn how to leverage both. So, I would answer yes to that question, and actually feel very strongly about that.
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Ken Bator discusses branding and marketing, and the importance of creating a consistent and effective marketing plan that accurately reflects on your business.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Kevin O'Driscoll of RIY Business Group Inc explains how a Business Coach often acts in a role similar to a General Contractor.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
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In this 1 minute Highlight, Bruce Jones, TaxWealth discusses more of the various methods of reducing taxes.
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Louis Tucci, Owner, L. TUCCI FINANCIAL LLC shares one of the biggest mistakes he sees in his years of working with business owners - the delay in starting to plan.
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Jerrold Katz is a Valuation Expert with JP Katz & Associates LLC. But unlike other valuation firms, the number is just the beginning of his work -- the WHY behind the numbers is the real story.
Work ON your business - free assessment at www.BizGrowth123.com
A 1 minute excerpt from a recent interview with Ken Stiefler. Hear the full interview by entering 'Ken Stiefler' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit www.BizGrowth123.com
Ellie Marshall helps business owners grow their business value. She has had many years of experience with large companies and offers tips for businesses of all sizes.
Work ON your business - free assessment at www.BizGrowth123.com
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Transcript:
Kevin: Strong management is thinking about branding every day. Every decision, they run in through their "how does this effect our brand" filter. That's important, but most small businesses don't do that, not even thinking about it on an annual basis. If that's you, I think it's time to get serious right now. I think that, if you're planning an exit, you need to be thinking about your brand three years prior to sell, because it takes time to build up the reputation. Like I said, for Trillium, it took them 5 years to go from, "okay we're gonna fake it 'til we make it," it took 5 years for them to become the market leader.
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Alan Richardson of Transition Point Business Advisors joins Bill Black to discuss the importance of having a well structured, written Business Succession and Continuity Plan before an unplanned event happens.
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A 1 minute excerpt from a recent interview with James Coleman. Hear the full interview by entering 'James Coleman' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
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Kraig Strom discusses the realities of income investing today and the importance of understanding and planning for your needs and understanding all of your options.
We upload new content daily, so please check back often!
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In this 1 minute interview highlight, Audrianne Adams-Lee of HR Network, Inc. discusses why it makes economic sense for small (and some larger) business owners to outsource their HR department.
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There are many changes happening today that will effect the future of your business. One of the biggest changes is how the future leaders of your company view their own lives and futures. Jeremy Lurey of Plus Delta Consulting, LLC, discusses strategies to implement to develop a leadership culture and strategy for your future leaders.
We upload new content daily, so please check back often!
Work ON your business - free assessment at www.BizGrowth123.com
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Kim Ann Curtin discusses the stoic approach to business exit that most owners exhibit - and why it might be harmful.
Work ON your business - free assessment at www.BizGrowth123.com
Jack Daly believes that passion and entrepreneurship are practically synonyms. His titles include: professional speaker, sales management expert, and CEO of Professional Sales Coach, Inc. Daly's energetic workshops have helped thousands of individuals reach concrete goals and unleash their full potential.
Questions: 1) One of the first things you talk about in your new book Hyper Sales Growth is culture. What does a company or team culture has to do with their sales? 2) Culture is one thing we tend to overlook when examining ways to improve sales and grow our business, what are two other things that we tend to overlook? 3) Based on your experience, what is the most important thing we need to keep in mind when it comes to sales, and why? Contact Info: Website: www.jackdaly.net Email: gabriel@jackdaly.net
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Ken Tucker is the Senior Partner of TAG Consulting, helping senior executives improve organizational outcomes by putting what is different about people to determined, purposeful and productive use. TAG Consulting helps leaders and teams become intentional with their difference.
Questions Asked:
1) How does your process work?
2) What examples can you give us of the benefits people are getting from your process?
3) How can people get more information or get you to present to their company?
Contact Info: Website: intentionaldifference.me Email: kta@me.com
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Hema Dey, of Iffel International, discusses the importance of keeping your website design and Search Engine Optimization strategy up to date..
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Get your business in "ready for sale shape" at www.BizGrowth123.com
John Dini is the President of MPN Inc., and will discuss how business owners can beat the Baby Boomer Bust.
Questions Asked:
- Why are Baby Boomer owners different from the generations that precede and follow them?
- What are the three trends that impact the sale of Boomer businesses?
- What are the attributes of Boomer businesses that turn off younger buyers?
Contact Info:
Email: jdini@mpninc.com Website: www.johnfdini.com
Bonus Material:
Beating the Boomer Bust, 11 Things You Absolutely Need to Know about Selling Your Business, and Hunting in a Farmer's World are all available on Amazon.
Guest: Kevin O'Driscoll Company: RIY Business Group, Inc. Website: www.riybusinessgroup.com
Grow your business value at www.BizGrowth123.com
Craig Weber is the author of "Conversational Capacity: The Key To Building Successful Teams That Perform When The Pressure Is On" (McGraw-Hill, 2013), and the founder of The Weber Consulting Group – an alliance of experts committed to helping people build more resilient, healthy, and agile organizations. Craig helps an eclectic range of clients improve their performance by treating dialogue as a discipline.
Questions Answered:
1) What is conversational capacity and why is it so important? 2) What limits our conversational capacity? 3) How do we build it?
Contact Info:
Website: http://weberconsultinggroup.net/ Email: weberconsulting@earthlink.net
Bonus Material:
Book is available in print and electronic form and can be ordered from Amazon.com, Barnesandnoble.com, and 800CEOread.com.
A 1 minute excerpt from a recent interview with Rhett Power. Hear the full interview by entering 'Rhett Power' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
Transcript:
Ross: Before we made our exit, we wanted to build a company that we could be proud of, that could be a legacy company, that could have and be a player in the toy-space. That was our first priority. Out exit strategy was to either go public, or sell the company to a larger player in the industry that could capitalize it even more, and that's what we did. It's an expensive business model when you're talking about a business like the toy business. Sometimes, you put in 50 - $100,000 into a product and it doesn't sell. So, we knew that going in, we knew the model was tough, but we wanted to build a company that we could be proud of. Then, as some point we knew we have to find a strategic partner to come in and really capitalize it the way it needs to be capitalized.
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In this 1 minute highlight, Leo Klijn, Exit Strategy Planning, Henberger, discusses the need to start planning for your Exit early no matter how you think your business will transition.
Transcript
Bill: In all the interviews we’ve done with professional advisors, we keep hearing it’s too plan early for your exit, but what about when you’re expecting for a private equity firm to come in and buy out part of your company?
We asked exit planning expert Leo Klijn for his advice on when to plan.
Leo: First question venture capitalist firms or private equity firms will ask you is, what’s the exit strategy? So, I would argue that every business should have a business plan, and the most important chapter in a business plan is the exit plan, so it’s never too early to have an exit plan. If you haven’t done one, at a minimum, I would argue 3-5 years before you get out. Because the single biggest value driver is the strength of your management team, and what I find in our space is that most of the time the owners play a good role in running the business, if that’s the case replacing that often takes time.”
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Bill has a great conversation with Abby Donnelly of
The Leadership & Legacy Group in Greensboro, NC
We discuss:
- Baby boomers are turning 71 this year. What are the implications for business owners who are planning to sell their
business in the next 5-10 years?
- What are the 1-2 biggest challenges business owners face as they think about starting the process of succession
planning and exit?
3. Abby's NEW BOOK! Straight Talk About Planning Your Succession: A Primer for CEOs (available at Amazon or go to www.straighttalkaboutsuccession.com
You can also find the following great resources there:
Download: 6 Critical Questions Every Business Owner Should Answer
Download: The 7 Secrets to Preparing For Succession
White paper: The Donnelly Report – The Coming Tsunami for America’s Small Business Owners
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Wally Hauck discusses the damaging effects that controlling strategies can have on employee engagement.
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Transcript:
Wally: I just made a presentation at a Vistage-like group today, and the guy said, "Well, you know, we pay people bonuses based on their performance behaviors." And I said, "Well, give me an example of a performance behavior." And he said, "Working with a sense of urgency." And I said, "Okay, how do you define urgency?" "Well, I know it when I see it." Oh, okay. See, that's a judgement. When the boss walks by, you can look busy, right? In fact, when the boss isn't there, the other employees are saying, "Hey! Slow down, you're making us look bad. We need some overtime." And so, employees will get around this stuff. You know, when you try to control them, you can't do it. You can't even control your kids at home, how are you going to control your employees? They have to want to put the effort in, which is engagement. So, setting up an environment that's engaging is the key. And, when you're judging them, it's gonna damage engagement, that's one of the things that it does, it damages engagement.
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We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Transcript:
Ike: You might have, for instance, a personal liability umbrella over your home and automobile coverage, but what does that have to do with the employment lawsuit that you might face, for instance, which is one of the biggest threats that most people out there face. So, what we're seeing is that people are unprepared to handle these kinds of things by doing the proactive risk management they need to do, which means they need to have things like employment practices liability insurance, and and a professionally drafted employment manual in place, and then have trained everybody to do the right thing in the business.
Increase your business value at www.BizGrowth123.com
Listen in as Bill interviews Todd Hallock of Hallock & Hallock in Logan, Utah
Questions answered:
When should business owners start planning for their exit?
Why does succession planning matter?
Why are goals and objectives important in succession/exit planning?
Get in touch with Todd:
Email Address toddh@hallock-law.com
Website www.hallock-law.com
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William De Temple is in the business of helping business owners scale their business and achieving greater success. He is going to talk about scaling your business to 7, 8 and 9 figures. Questions Asked:
1) How many rapid growth companies have you built? 2) What is the most important element in growing a company? 3) Why should a business owner want to grow a company like this? Contact Info: Website: www.builda100milliondollarcompany.com Email: wdetemple@antirion.co
Morrie Shechtman is a chairman at Fifth Wave Leadership, which teaches how to eliminate mediocrity from companies by turning high potentials with problems into high performers with solutions.
Morrie discusses what competitive advantages are left, why most leaders & their companies underachieve, and why there are no "business problems".
Heath Frantzen of Delta Business Services discusses a solution for service business owners to sell their businesses while minimizing taxes and receiving guaranteed lifetime income -- the Perfect Business Exit Solution. Receive a FREE Report at http://www.DeltaBusinessServices.com/ExitCoach
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Selling a Business takes a lot of preparation. In this brief highlight, Attorney Addison Adams of Richardson & Patel LLP addresses an often overlooked viewpoint -- understanding and addressing the items that your Buyer will be skeptical about your Business. Find his full interview with the search bar.
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David Sherak, Partner-Vogt,Resnick & Sherak discusses legal ideas and strategies with a special focus on Buy-Sell agreements and other governing documents and the importance of thinking how your Business, Estate & Financial planning intersect .
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Bill Black shares 3 upcoming trends from his interviews with over 175 advisors that will make it challenging for small business owners to sell their businesses in the next several years.
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In his 20 minute interview, Kevin Walker, President of Boardwalk discusses the importance of your Brand as a promise to customers and clients, the need to focus your branding efforts and why it is vitally important to have a consistent message to enhance your sale value.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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In this 1 minute highlight, George Hicks, Chief M&A Officer of The M&A Brokers discusses the premium that businesses will often sell for if they are positioned to be acquired by a "strategic buyer".
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In this 20 minute interview, Bill Hoch, Attorney - EmCo Consulting, LLC discusses how he helps Employers to navigate employee issues.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
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In this 1 minute highlight, Mark Goldstein, Attorney at Law, SoCal IP Law Group LLP emphasizes that you need to think of your IP the way you think of your other assets, and to prepare and plan for their sale someday.
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Jed Davis of Murphy Business & Financial Corporation shares tips and ideas to get your business sale-ready.
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In this 1 minute highlight, Tim Voorhees, Managing Partner, Matsen Voorhees Law discusses a brief overview of the Zero Tax plan that his firm strives to help business owners and other with appreciated assets achieve.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
In this 1 minute Highlight, Greg Janes, Sr. Business Credit, Cash Management Consultant , Wells Fargo Business Banking group discusses some common scenarios where your Banker needs to hear from you.
The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
William De Temple is a Nationally Recognized Expert Business Growth Coach, Key Note Speaker, Founder of 4 Rapid Growth Companies, Author, Board Member of Public, Private and nonprofit companies.
Questions Answered:
1) What is the most important thing an owner can do to grow their business? 2) What have you seen the most successful business owners do that helps them achieve their success? 3) Why do you believe building a $100 Million company is within the normal business owners reach?
Contact Info:
Website: www.BuildA100MillionDollarCompany.com Email: wdetemple@antirion.co
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Guest: Corey Rosen Company: The National Center for Employee Ownership Website: www.nceo.org
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Guest: Rick MacBarron Company: Sagemark Consulting Website: www.rickbarron.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
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This is a one minute exerpt from an interview with Mike Goodfriend. He discusses his process of Helping Transition Business Managers into Game-Changing leaders. Visit his website at www.TeamworkSharks.com
Guest: Kevin O'Driscoll Company: RIY Business Group, Inc. Website: www.riybusinessgroup.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Host: Bill Black Audio Library:www.ExitCoachRadio.com Kathy Mondotte talks about her current projects, and the reward of following your passions with fervor and dedication.
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A 1 minute excerpt from a recent interview David Weigelt. Hear the full interview by entering 'David Weigelt' into our search index at www.ExitCoachRadio.com.
Transcript:
Bill: I've heard you say that age is not the biggest factor when you're marketing older adults online. What do you mean by that?
David: Age really is just a number, especially with the Boomer generation because they're so diverse. But the underlying factor is, we take a developmental approach to our work. As human beings, we all share some core needs, and what differs is how we satisfy those needs. So, we think that that is a stronger determining factor in terms of how you can meaningfully engage these people. The next thing is that what makes the Boomers very different is, more than any generation, they have more concurrent life events going on. The fact that they're so educated, the fact that societal norms have changed. And then the last thing is, our ability to target based on real-time behavior is so much different now that it almost makes targeting by age kind of silly.
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Guest: Luaraine Bifulco Company: Vantaggio HR Website: www.vantaggiohr.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
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Guest: Roger Winsby Company: Axiom Valuation Website: www.axiomvaluation.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
The Values Institute is a non-profit "think tank" whose mission is to inspire values-driven relationship development from the boardroom to the break room, to the classroom and the family room. Today, he is going to talk about his new book, Choosing Higher Ground.
Questions Discussed:
1) Why did you write Choosing Higher Ground? 2) What will readers get out of the book? 3) What's the key message?
Contact Info:
Email: mikew@thevaluesinstitute.org Website: www.thevaluesinsitute.org
Bonus Material:
Choosing Higher Ground Book available on Amazon
What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links
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Guest: Hema Day Company: Iffel International Website: www.iffelinternational.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Need to get your Business or Estate in order? From Pre-Nups to Living Trusts, Employment Agreements to Buy-Sell Agreements (and everything in between) get the legal documents and help you need at deep discounts through Rocket Lawyer. Choose a 1 week trial and the first 3 document are free! Click here to visit their website.
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Guest: Michael Wittick Company: Law Offices of Michael J. Wittick Website: www.irvinetrustestateprobate.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Guest: Harry Barth Company: Barth Calderon, LLP Website: www.barthattorneys.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Tim Templeton of Templeton Interactive discusses some of the ways to measure success in a Social Media campaign.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Transcript:
Bill: What's the benefit of having a social media campaign today, and how do you measure if it's successful? We asked expert Tim Templeton.
Tim: Just simply having the presence is successful in its own way, because you're getting that halo effect of being seen as being technologically savvy. So, just simply being part of the social media game is important in itself. The authenticity really comes from the communications of being able to create a dialogue with your customers, with your users. I do think that you want to try to, at least once a week, touch all of your main social media platforms, even if it's simply repurposing something that they've already seen, just saying, "I think this is great," and posting it. It's just shows people that you're still there, you're alive, you haven't abandoned the graveyard, so to speak, nobody does not have enough time for something as simple as that.
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Bill: Tell us about your book, you have a book out, it's called, "The Boomers Guide to Aging Parents" correct?
Carolyn: Right. And, you know, after I retired from my litigation practice, I didn't have very much to do. You can't just start a business just by snapping your fingers, as you know. So, I decided that I would write a book to answer some of the questions that people were asking me. And, it was sort of a random effort at first, but it took shape, there are 9 chapters. It deals with things like: What do you do if your parent is a dangerous driver? How do you get them to accept help? What if they need help at home, what are the pitfalls for hiring a person to come in and assist your loved one? What do you do if you're trying to figure out whether they should have assisted living or a nursing home, how do you know the difference, how do you pick one? All that sort of thing. And, I think one of the important chapters, too, is how to deal with family conflict, because that's a common area that we work with. There are a lot of dysfunctional families out there, and it's hard to get people to work in unison when there is dysfunction in the relationship.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
In this 1 minute highlight, Nick Yocca, owner - The Yocca Law firm, discusses briefly how different states offer different levels protection for those considering Asset Protection.
Transcript:
Nick: We can find your best asset protection in odd places. Forming an Alaska LLC isn't a bad thing, either. Nevada is certainly a good LLC state. California is not terrible, but the environment here makes it a little bit dicey. Our judiciary, and the judiciary in Nevada, if you were to compare them side-by-side, you have much more of a plaintiff, or tilt in California and less in a Nevada. Where asset protection is the key, we sometimes would steer toward Florida, where your home stay exemption is $1,000,000, and so your asset protection can be that much stronger. But, I did mention Alaska, they have terrific asset protection. So, it kind of depends on what your preferences are, and it can be found within the structure. But, if you were highly concentrated in California, you might think about diversifying just to get some of your assets elsewhere.
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Sue Koch is the owner of Three Squares Coaching and Consulting.
She beleives that Self Awareness is Sexy
In this interview we discuss the following:
How would you describe self awareness and why is it important or "sexy" to be self aware?
Don't people who have reached "a certain age" already have self awareness?
What can a person do to become more self aware?
You can reach Sue at sue@threesquarescoaching.com
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
In this 1 minute highlight, Mark Dorman, President & Founder of Dorman Legacy Advisors, shares his tips for you to consider as you begin to plan for your Exit.
Transcript:
Mark: Be prepared to spend some time. You build a business and maybe it's 15-30 years. I was with a gentleman this morning over breakfast, he goes, "Well, how long is this gonna take?" I said, "Well, you built a company that does 20 million in revenue, you think we can find 30 hours over the next 52 weeks to actually focus on how you are going to transfer it to your kids?" And, you know, when you play it back to them in that fashion, he's like, "Yeah, I think that would make some sense." So, you have to be able to commit the time.
The other tips would be, make sure you're working with people who know what they're doing. They have a process. They don't have to have the answers to all the technical questions, we work collaboratively with all sorts of professionals, transaction attorneys, corporate attorneys, CPAs, etc. So, no one has the monopoly on good ideas, but we have to have a great process that can focus on the needs of the owner. And then, secondly, in every closely held company, there's such a reliance on a small group of key employees. If you're not intending to have that company transfer to that key employee group, you really need to focus on building incentive plans and retention strategies to keep them with the company.
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Chris Colton is with HUB International, a Commercial Insurance Brokerage.
He specializes in Executive Liability or Management Liability insurance. The most common policy in his niche is Directors & Officers Liability.
It's a subset of the commercial property & casualty industry but these insurance products are specifically designed to protect
the personal assets of business owners & entrepreneurs in the event they are involved in costly corporate litigation.
We discuss the following in this interview:
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Specifically when it comes to exit planning what role can these policies play?
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When is the right time to engage a broker about these policies?
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How do I know if I'm getting adequate counsel in this area?
You can reach Chris at
858-373-6901 or by email at chris.colton@hubinternational.com
Rhonda Ducote is the President and Principal of Apriem Advisors. She specializes in empowering women to take the financial reigns of their families and businesses.
In this interview we discuss:
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What are some of the key financial planning steps business owners should take when planning their exit?
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How far in advance do you recommend that they start this planning process? And with whom should they consult?
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Who are the Women of Wisdom?
To reach Rhonda, visit www.Apriem.com
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
John "Murph" Murphy and David Horwich of JK Murphy Advisors discuss some of the most important planning techniques that business owners should consider.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Mahyar Ghassemian and Ghassemian Law Group focus on Business and Construction Law. Today Mahyar will talk about some new developments in Construction law.
Questions Answered:
1) What is the number one reason contractors get sued? 2) What is the best way to minimize the impact of any lawsuits? 3) Any other important advice for people in the construction industry?
To hear more tips from 100+ Advisors, visit exitcoachradio.com
Guest: Christopher Scully Company: Practical Business Solutions Website: www.rupractical.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Kevin Walker, President of Boardwalk discusses the importance of establishing your Brand in the years before your Exit and the huge value that is wrapped up in your brand.
We add new content daily, so check back often!
Transcript
Kevin: Well, I go back to grand promise: a brand is not your logo, it’s not your name, it’s the promise you make and keep to your customers base. And so, you need to be thinking about, how I can I make that promise unique to my organization? The second thing I would be thinking about: a brand needs care & feeding, we need to be thinking about it, if not every day, then at least every week, or every month. Whenever you make a big decision, you should be asking yourself, how is this going this to effect our brand, how does this effect the promise that we’ve made to our customers? Is it going to take us off course, or is it going to focus us? And if it is going to take you off course, then you need to think long and hard about it. And then, I do want to say, that it is really worthwhile to brand your company. One study has shown that up to 68% of the value of the average US company is for the brand alone. You can see how much that’s gonna add to the value of your company, I mean that’s almost 70%.
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Chris Sprague of the Chris M. Sprague Team, discusses how finding your "zero point" is the key to reducing frustration, increasing performance and happiness.
Transcription:
Bill: What would your life be like if you could just do what you want to do all the time? Here's expert Chris Sprague.
Chris: The beautiful part about today is, when you hit 50, you still have half your life ahead of you. If your listeners take nothing else from me than this, I want them to hear this. If you do what you were meant to do, if you find your zero point and live to that for even one day, even one hour of one day of your life, even if it's the last hour of your life, then your life has been a success because there so any people, there are millions of people out there, who don't even live one hour of their life knowing their true purpose, knowing their true zero point, knowing their true DNA and making that true impact. So if you can find that, even if it's the last hour of your life or the last day or the last week, always strive to find it because that will make your life successful, and I guarantee it will make you happy.
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Host: Bill Black. Annette is a seasoned bookkeeper and QuickBooks consultant who helps small business owners get the most out of the QuickBooks software. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
Transcription:
Bill: When should someone consider outsourcing books to someone like yourself?
Annette: I always think it's a good idea. The only time you shouldn't is if you're just getting started, and literally you can't afford it. We know how lean it is the first few months or first few years in a business. And at some point you have to just sort of just choose, look, in a perfect world, I would have this, but I won't. So, that would be one instance where you wouldn't. Alternatively, if your business is really simple, and you, or your spouse, or your assistant, or your fill in the blank, some trusted person, has a strong accounting background and knows Quickbooks fair well, and they're going to do it for you, awesome. Or, if you, yourself, have that accounting background, and you have the time to do it. But, I just think that in most cases it's not the best use of the business owner's time, and often they're not going to do as good of a job.
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
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We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com. See the Index for more on this Topic or by this Guest.
Transcript:
KJ: Probably the most asked question, which is probably 95% of the time, is: how do I engage into a prospect the minute we turn around and walk away from each other? Because most people say, "I’m not good at follow-up,” and that’s professionals across the board. And we do start with the memo pad, having a short memo that you can send to them in a text, saying, it was a pleasure meeting you, and please look forward to a one-time email. And you say the word one-time because it relaxes their mind and it makes them think you’re not a spammer. And then you follow up with an email saying, as promised, here’s an email. And if you can do that immediately when walking away, you’ll get a lot more respect, people will want to do business with you more often.
To hear more tips from over 750 Advisors, visit exitcoachradio.com Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Transcript
Richard: The first thing you have to do, I think, that's important, is to make sure that the family documents and understands their shared history. Where the family came from, how they got there. You know, a lot of times that doesn't get documented, doesn't get shared with the kids. They say when somebody dies it's like a library burns down, all that wisdom, all that potential mentorship is lost for all future generations of the family. And so, we make sure and gather that, we capture it, we interview the parents, we do video interviews, audio interviews. We create what we call a family vision statement that tells the next generation, "Okay, this is how we got here, this is what we believe is important, these are the values and the experiences that made us successful, this is what we want you guys to know going forward. Now, it's your turn to figure out what you're gonna do with your life. Here's the baton."
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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The Spouse Escape plan
Meet George. He’s a business owner with a lot on his plate. Meet Pam. She’s George’s wife and while she worked in the business a long time ago, the business has grown up and she is no longer involved.
Meet Sam – he’s George’s second in command and a great manager. George is busy making plans to grow his business while Sam runs the day to day operations.
But today George is worried and he needed a solution.
See, If George dies, he wants to make sure that Pam won’t have to worry about running and selling the business.
So George met with his planner and came up with a Spouse Escape Plan.
George had a Valuation done that indicated his business is worth $3million. So George and his key employee Sam entered into an agreement that if George dies, Sam will buy the business from Pam for $3 million dollars. If George dies, the business will be re-appraised and if it’s worth more, Sam will pay the difference to Pam in installments over a 5 years period.
To make sure the money will be there, Sam will take out a $3 million life insurance policy on George. Even though George has some other personal life insurance, this policy will make sure that a business transaction will take place and give Pam an Escape plan.
George’s Company will pay the premiums and give Sam a tax-deductible bonus that will cover the policy premiums and the tax cost.
George feels better. Now he can go back to working on his business and know that Pam won’t have to worry about the business if he dies.
Very Smart!
AnthonyA. Saccaro, ChFC, founder and president of Providence Financial & InsuranceServices, is a financial planner and registered investment advisor- but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future. Saccaro is a frequent speaker on estate and financial planning topics and is an advisory board member for Senior Market Advisor, a leading industry publication. In October 2012, he appeared on the cover of Life Insurance Selling, one of the premier national magazines for financial planners and insurance professionals
In January 2014, Saccaro was invited to be a guest on KCAL9 News and speak on the topic of financial resolutions. He was named one of Southern California’sFinancial Leaders by Forbes magazine and is part of the Ed Slott Elite IRAAdvisor Group. His articles have been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News, Pasadena StarNews, FOXBusiness and West Valley News.
Born and raised in Los Angeles, Saccaro’s favorite pastimes include spending time with his wife Anca and son Aiden, playing golf and traveling.
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A 1 minute excerpt from a recent interview. Hear the full interview by entering the Guest's name into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
Transcript:
Christopher: A blue ocean is really a market that is untapped. What they're encouraging you to do in a blue ocean, is go where others have not gone yet, and it's an untapped, really undefined market. And I feel like that's how the exit planning industry is right now. You've got a lot of owners that still have not made the move, and yet we know that two-thirds of privately held businesses are owned by baby boomers. We know the youngest is 50 and the oldest is 68, now, and so at some point, mother nature is going to force us to transition. Unfortunately, there is still different ways to do things, there's still very fragmented kinks, and teams and advisors don't work together and collaborate like they should.
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Bill Spetrino is a professional investor who has made millions for his clients and himself through strategic investing. A trained accountant, he graduated from John Carroll University in Ohio and spent a decade teaching. A lifelong entrepreneur as well, Spetrino set out to understand and codify a simple dividend investing strategy for amassing a retirement nest egg, an idea that eventually led to the creation of The Dividend Machine newsletter for Newsmax in 2009. Using his strategy, Spetrino picks the kinds of dividend stocks Warren Buffett or the late Sir John Templeton would recommend — long-term cash generators that also can offer handsome appreciation potential.
Questions Answered:
1) How can I have $100,000 in dividend income in 24 years while making less than 5 figure income? 2) How can I prepare for retirement? 3) Why are stocks are the best investment?
Contact Info: Website: http://www.billspetrino.com
Bonus Material:
Book on Amazon: "The Great American Dividend Machine"
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A 1 minute excerpt from a recent interview with Heath Frantzen. Hear the full interview by entering 'Heath Frantzen' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!
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Transcript:
Bill: Okay, so it’s your first chance at selling your business, here’s some great wisdom from somebody who’s done it many times, Rick Usher.
Rick: I think the realism we talked about, first of all: what is my business really worth? People have these proprietary feelings about their business, and they think often times it’s worth a lot more than it is, that’s the first thing. The second thing is that they’ve gotta be realistic as to how they’re gonna make this transition. I think it’s very unlikely for most business sellers to find a buyer who’s gonna walk up and write them a check, so they need to figure out and plan how they are gonna exit this thing, whether it’s seller carry-back financing, whether it’s, as we just discussed, they’re gonna find somebody internally who can take over and generate the revenue to pay the seller, or whether it’s some other alternative. That’s the biggest challenge, I think.
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Alan Beaulieu is in the business of international economic forecasting and consulting. Today he will discuss the economic depression coming to the US, and what we can do to prosper by knowing this information.
Questions Answered:
1) Why is the Great Depression coming to the US? 2) Is it just the US? 3) When? Also, can anything stop it?
Contact Info: Website: www.itreconomics.com Email: alan@itreconomics.com To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Tim Templeton of Templeton Interactive discusses some of the ways that Twitter is evolving and why it is a relevant and important tool for business.
We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest . Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners.
Transcript:
Bill: What's the best way to use Twitter and other social media? We ask expert Tim Templeton.
Tim: I just had a friend ask me today, I don't really get Twitter, what is the value? And I said, you know, it's 2 things, it's self-promotion, or business promotion in his case, and it's research. So, if you want people to know who you are and what you're doing, you create content, you create blog content. You want people to see it, one of the best ways to get it out in front of people is to send out an announcement using Twitter. Likewise, if you're trying to find people in your ecosystem, your business, the analysts, the re-sellers, potential partners, you can find them by their activity on Twitter, you can interact with them, you can follow them, you can re-Tweet things that they're sending, and you can create a relationship that way, which is a lot easier than it used to be in the old days.
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Dr. Alan Godwin is a Psychologist for People Problems, a private practice in Nashville, Tennessee. He will be discussing the topic of dealing with manipulators. If you have a difficult problem you would like advice on, visit their website at www.peopleproblems.org
Alan explains the term "unreasonable people", how manipulators relate through drama, and how people can avoid the drama that manipulators stage. His book, "How to Solve Your People Problems", is available on Amazon.
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Host: Bill Black. Audio library: www.ExitCoachRadio.com. Bill Black interviews David Karofsky, who discusses the difficulties of family business issues, how to resolve conflicts, and the importance of understanding. New content daily - check back often!
Transcript:
David: Whether you're a family or you're a family business, the difficulty that families often have is getting into a room and really talking about the issues, the challenges, the differences, the conflict that has happened either over the years that has built up, or a current situation that may be happening. And what happens is, the presenting issue isn't communication, the presenting issue is often, "I don't know how to pass this business down my son or my daughter who are in the business, and the two of them are never in alignment, and I don't know what I'm going to do." But, often, underlying in the inability to allow they to get into a room, allow them to be heard, as Steven Covy says, "seek first to understand, then be understood." And if families can abide by that, and be able to develop better ways to communicate, it's going to help alleviate a lot of the challenges that are presented in a family business."
Do you want to work less IN your business and more ON your business but you don't know where to start? Visit www.ExitCoachRadio.com and click on "Get My Sellability Score" under the "ACT" section. It's free and it will help you understand where you need to work to make your business more valuable.
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Jay Forte is the President and Founder of The Greatness Zone. The Greatness Zone is a coaching and teaching organization that is committed to helping people discover and live their greatness, then inspire greatness in others.
Questions Asked:
1) How did you develop this greatness approach? 2) What is the Greatness Zone process? 3) How does this type of approach lead to more sustainable results with clients? 4) Why is this approach so necessary in today's world?
Contact Info:
Website: www.thegreatnesszone.com Email: jay@thegreatnesszone.com
Bonus Material:
The Greatness Zone and Fire Up Your Employees are available on Amazon
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
What's holding you back? Patti Cotton discusses fears that cause us to "play it small."
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Host: Bill Black. Audio library: www.ExitCoachRadio.com.
Ken Sanginario discusses how to build value to support growth, and the importance of not taking shortcuts. New content daily - Check back often!
Transcript: Ken: Most business owners believe that the only way they can build value in their companies is to aggressively grow sales or cut costs. And, as it turns out, both of those approaches are the wrong initial approaches to building values. Growing your company without building the infrastructure around the company to support the growth can actually destroy value, and cutting costs destroys long term value. But that's all they know, so when they get introduced to us and our platform, they realize all the other elements they have to put in place, develop, and get fully functional in order to be able to support growth.
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Sasha is the Creator of Sasha Talks, where she engages listeners and clients in Life Strategies, Wellness and Professional Coaching. To complement such coaching for individuals, intuitive insights are also available.
We upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!
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A creative idea from Harley Bjelland, a creative man. Find his full interview with the search bar.
We upload new content daily so please check back often!
Transcript:
Bill: How can you motivate your employees to grow your company using your 401k plan? Listen to Harley Bjelland.
Harley: Everyone's got a match in their 401k plan, well not everyone, but a lot of people have matches in their 401k plan, and they just do 50 cents on the dollar. What I've done, is I have a lot of clients that have a formula driven match. So, if we do, and I hate to use terms like ivada, but if we do ivada, which is basically a different method of profitability for the company, you're gonna get a bigger match. So, if we do 2 times ivada, you're gonna get 2 times the match, if we do 1 times ivada, you're gonna get 1 times the match, if you do half of it, we get half. And this is something that's really changed, I mean, honestly, I work with ESOPs a lot, ESOPS are Employee Stock Ownership Plans, and what it is is the employees all get to own the business. And when you communicate these things appropriately, I mean, literally, people stop stealing pens. It's a great situation.
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Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate, when to incorporate and in what state to incorporate. Questions Answered: 1) What are the basics of business structures? 2) What should our audience know about them? 3) When should I incorporate my business? Contact Info: Website: www.corpnet.com Email: allison@matryshkamedia.com Take a Minute to Share This Interview!
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Adam Lomax of Oxygen Funding provides a quick tip.
We upload new content daily so please check back often!
Transcript:
Bill: What’s the difference between a business owner wanting financing and business owner needing financing, and how will it effect where they want to go get that capital? Here’s lending expert Adam Lomax.
Adam: Wanting financing often times comes around from having a marketing plan, having an idea of where you’re going, having customers that are in the wings or perhaps even starting working with customers in the early days, knowing they’re gonna grow, knowing you’re gonna need more money to support that growth. That’s a good situation. It’s a challenge, it’s a business challenge, but it’s a good challenge. Versus, I haven’t paid my taxes and I need to catch up on that, or I can’t cover payroll next week. And those are also challenges, but those are a little more tougher challenges. Neither one is necessarily bad, I mean you can certainly take care of those short-term challenges and return back to the former, but it’s just different from the financing perspective.
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Adam Lomax is Oxygen Funding's Executive Vice-President and COO. Adam worked for 13 years at Meadowbrook Insurance Group as the VP of Information Services specializing in commercial insurance. Adam was also the President of a trade association for trucking companies and their employees.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate, when to incorporate and in what state to incorporate.
Questions Answered:
1) What are the basics of business structures?
2) What should our audience know about them?
3) When should a business incorporate?
Contact Info:
Website: www.corpnet.com
Email: allison@matryshkamedia.com
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Host: Bill Black. Audio library: www.ExitCoachRadio.com.
Steve Smith discusses our daily tasks and routines and how consistency can help or hurt new ownership. Check out our audio archives on iTunes!
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Jim has more than 30 years of comprehensive management experience including more than 15 years at the executive level. His experience spans a number of industries including medical transportation, health maintenance organizations, specialized blood services, home health care, cable television, food processing and engineering. He has participated in several start-up ventures as well as worked for Fortune 500 companies.
Jim's ability to identify the root cause of a problem and craft a solution helps him shorten the time to resolution & improved results. He has the skills to identify the key drivers of the business and design systems to track the metrics to monitor success. He uses this experience to help business owners drive profitability and increase the cash flow of their company. He is skilled in clarifying issues, crafting solutions, mobilizing cross-functional support and facilitating decision-making in complex situations. Jim is a recognized problem solver with the ability to identify improvement opportunities to enhance revenue and reduce cost. His skills include strategic planning & execution; business metric design & implementation; systems analysis & improvement; customer & service enhancements; revenue cycle improvement; and team building & talent development.
Contact Info:
Email: jimdoty@b2bcfo.com Phone: (949) 689-0642
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
In this 1 minute Highlight, Jim Blue Owner, BlueTutor discusses some of the "rules of the road" and explains that there are several tools you should be aware of.
We add new content daily, so come back often!
Transcript:
Jim: There are many internet based communication tools that are available. I use my cell phone for everything, so the first thing that I would recommend to people is, if they are going to be traveling, even through the United States, you know, don’t use hotel phones, use your cell phone. And the reason for that, we all know there are a lot of charges that get tacked on for telephone use in the hotels, that’s the first thing. The second thing to keep in mind is that there are tools that are around there, that are internet based, that will help control your costs. I will say, though, that controlling your communication costs from abroad is a whole other subject, because if you are a Verizon or an AT&T user, or a Sprint user, and you are traveling abroad, there are a whole other list of rules associated with that.
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Kathy Fettke, CEO and Founder of, "Real Wealth Network.” Real Wealth Network Receives the 2015 Elite Business of the Year Award! Kathy Fettke, CEO and Founder of Real Wealth Network based in Walnut Creek, CA, an organization dedicated to helping members get the most current and cutting edge education and information they need to succeed as real estate investors. Kathy is a licensed Realtor, former mortgage broker, and an active real estate investor She was selected as one of America's "100 Most Intriguing Entrepreneurs" by Goldman Sachs at the 1st annual and now 2nd Annual Builders and Innovator's Summit.
Kathy Fettke is an active real estate investor, licensed Realtor, certified coach, and former mortgage broker. She specializes in helping people build multi-million dollar real estate portfolios through through creative finance and planning. With a passion for researching and sharing the most important facts on real estate and economics, Kathy received her BA in Broadcast Communications from San Francisco State University and worked in the newsrooms of CNN, FOX, CTV and ABC-7. She's past-president of American Women in Radio & Television. Kathy became a certified personal coach through the Coaches Training Institute in San Rafael, California. In 2001, she took the coaching process to television and produced a cable show called "DREAM" which followed the process of 6 people going after their dreams over 90 days. Kathy noticed a theme on her Dream coaching show: most people didn't have time for their dreams when they are spending all their time at work to make money to pay the bills. Her show sponsor was a real estate expert and the segments they produced changed her life. After interviewing dozens of real estate millionaires, Kathy discovered their best strategies for creating passive income streams. She and her husband bought numerous investment properties and since then learned the highs and lows of investing that can only come from hands-on experience.
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Dan Whittaker shares a few thoughts on the concept of "de-risking" your business.
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Transcript:
Bill: There are many ways to grow your business, and one of the most effective ways is to reduce the risk, or de-risk your business. Here’s Dan Whittaker.
Dan: De-risking is really, if you’re gonna go through a process to transition out of the business, what are the things that can jeopardize the sale, or jeopardize the value? Are there any lawsuits or pending litigation that can crash the business? Another one is customer concentrations. Is your business operating with one customer that represents 40, 50, 60% of your business and if you lost that customer, the value of your business is essentially wiped out? And, how do you go through to go ahead and solidify the customer or take of that? Is the business highly dependent on a couple of people? So is the CEO, the owners, are they so involved if they step out, then there’s nobody else there to run the business? From and outsiders buyer’s standpoint, they need to see that the business is gonna run on its own.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Reuben Franco, the President of the Orange County Hispanic Chamber of Commerce, discusses the Youth Chamber of Commerce, a special program that helps young citizens to meet and ask questions of their Government leaders.
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Dyanne is the President/Founder of Exit Planning Strategies, LLC, a company that works with owners of privately held businesses to develop intentional ownership transition plans. Expertise includes "internal transitions" and "key employee incentive plans", among others, to help meet the owner's transition objectives.
Questions Answered:
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What are typical Challenges to Internal Transitions?
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What are some of the most common strategies/techniques I see used?
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Why do Owners Seem to Prefer an Internal Ownership Transition?
Contact Info:
Website: www.exitplanstrategies.com Email: drh@exitplanstrategies.com
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Host: Bill Black Audio Library: www.ExitCoachRadio.com
Roger Laidig discusses life choices, hope, and messages you can take away from life and relationships.
Transcript:
Roger: I was advised to quit work and I was advised to lay low, but I had to realize, that was not my destination, that was just where I was at at that day. There's a whole lot more life to come, and the choices I would make if I had a clearer vision of where I wanted to go gave me hope, and hope does miracles in terms of, in my case recovering. But the biggest thing I took away from that was, I began thinking, 'what do I want my life to look like 20 years down the road?' I went to a few funerals around that time, and there wasn't anybody talking about cars, or buildings, or houses, they were talking about people and relationships that they had with other people.
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In this 1 minute excerpt from his interview, Robert Friedman discusses the steps to developing your brand.
Listen to his full interview!
www.Fearlessbranding.com
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Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities).
Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each. As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Roger Winsby, President, AxiomValuation Solutions, discusses the importance of positioning your business for sale based on the Buyer's needs and perspective.
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Patricia Thompson is in the business of corporate psychology and is going to talk about how applying the principles of positive psychology can not only make you happier, they can also enhance your business.
Questions Asked:
- What is positive psychology and how can it help businesses make more money?
- What are some challenges you have found in getting people to accept this message?
- Where do you suggest leaders begin if they want to create a more positive culture?
Contact Info:
Email: patricia@silverlingingpsychology.com Website: www.silverliningpsychology.com and www.patricia-thompson.com
Bonus Material:
Book: "click here
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews! Carolyn Rosenblatt of www.AgingParents.com discusses 2 of the 3 Pillars of a Healthy Retirement.
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Scott Henderson works with Doing Good Works. Doing Good Works brings value to their clients through the sale of promotional products, print, packaging and coffee. Revenue generated through Doing Good Works supports changing outcomes for foster youth that age out of the system. Today, Scott will discuss corporate social responsibility. Contact Info:
Website: www.doinggood.works Email: scotth@doinggood.works Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
We add new content daily!
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Transcript:
Ganesh: There are various Visa options for work, but the one main one is the H1-B Visa. There are only 65,000 of those Visas available every year, and they're first come, first serve. The demand for those Visas is vastly more than the supply, so of those 65,000 about 225,000 apply for that. So, the remainder of those people are put into a lottery, and if they win then they get one of these 65,000 Visas or they get the ability for the immigration service to adjudicate them. That runs on the fiscal year of the government, which is October 1st. We can begin filing April 1st. So, if you contact me January/February of each beginning year, then that would probably be the appropriate time so that we can put together a properly filed petition in April.
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AMI coaches is a leadership and management development firm, led by Master Certified Coach Agnes Mura. AMI gets business leaders, C-suite executives, managers and boards to operate at the top of their game. In several languages, and founded on the latest research in leadership development, AMI provides coaching, assessments, facilitation and training across most industries, in the US, Latin America and Europe.
Contact Info:
Website: www.AMIcoaches.com Email: Agnes@AMIcoaches.com To hear more tips from over 750 Advisors, visit exitcoachradio.com
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Bill Black Interviews Jan Schau, who discusses legal strategies and the importance of knowing the best time to mediate.
Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Transcript:
Jan: There are lots of good times to mediate. One of them is before a lawsuit is filed. Another is right before trial, now we're really gonna have to spend the money, take the risk, put 12 strangers in a box, inconvenience people...they're not gonna understand me, and maybe I'm not gonna get what I want out of it, anyways. A third is even during trial. I had an arbitration that happened to an age discrimination matter, and I listen to this old guy for 4 or 5 hours, and the next morning I said to the two lawyers, "do you guys want to talk?" and sure enough, they really did. He had been able to get everything off of his chest, they were able to work it out. So, there's lots of interval spaces, and part of it is you the disputant, and your lawyer, have to talk about when's the right time, when's the best time.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Barry Davis, of Insperity, discusses how Small Companies can offer big company benefits packages, and attract top talent that will help them grow.
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Guy Baker of www.Wealth-Teams.com discusses key financial strategies for business owners and investors of all types, sizes and ages.
Contact Info:
Email Address: guy@btagroup.net
Website: www.wealth-teams.com
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
David Sherak, Partner-Vogt,Resnick & Sherak discusses several important planning agenda items as you start to think about your overall Succession plans.
Transcript:
David: One of the important things is: make sure your ownership structure of your business is taken care of. If you do have a trust, make sure that the share certificate for a corporation, or the operating agreement, identifies the trustee of that trust as the owner of that property. Also, make sure that the instrument doesn’t have any special individual that’s appointed to deal with, perhaps a dispute resolution process, that might be in conflict with the terms of trust’s successor trustee or executor under those instruments. Make sure that your advisors are well aware of this planning, including your financial advisors, like the example with the collateral commitments of the bank: the bank didn’t know that this individual was also naming them as a trustee of his various trusts, and ultimately that bank also held the loans, so it didn’t fit within their administration parameters to basically service their own debt, and resign the loans and deal with that collateral commitment. So making sure that all of your advisors are aware of these instruments is important.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Jason Kwiatkowski, President, Valuation Support Partners Ltd. explains the upcoming gut of businesses that will be up for sale as age 50+ owners start to sell en masse and the best strategy to compete effectively.
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
Chaz Dykes discusses cost saving measures for companies and the future of LED lighting.
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Michael Levine is the President of Levine Insurance Advisors, a company focused on income and wealth preservation planning.
Questions Asked: 1) Tell us about your background in accounting. 2) What is your business approach? 3) How do you approach each client? Contact Info: Website: www.levineadvisors.com Email: michael@levineadvisors.com
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews! Another 1 minute highlight from Jim Doty's recent interview. The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.
We add new content daily, so come back often!
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Host: Bill Black.
Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!
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Host: Buck Blanton. Audio library: www.ExitCoachRadio.com.
John Howard discusses retirement plans, choosing audits, and how you can determine which process is right for your business. New content daily - tune in on iTunes!
Transcript:
John: Typically, in these retirement plans, when you exceed 120 participants, then that first year when you receive 120, you are subject to an audit. You are considered a large plan at that point under the Department of Labor and the IRS standards, and you need to submit an audit. Now, the problem is the next step: Once you determine you need audit, is what type of audit, because there are different audits with retirement plans. There's what we call a limited scope audit, which and auditor does not need to do as much work as with a full scope audit, and the difference with those would be, if the plan assets are held by a financial institution such as a bank or an insurance company, they can certify that the plan assets are what they are, the transactions have been posted properly to the participant's accounts, the allocation of earnings to the participant's accounts is accurate, then we can accept that under the Department of Labor standards.
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John Foley and David Shaffer discuss the benefits of preparing for due diligence early.
Transcript:
Bill: How can you be prepared for what your buyer’s are going to be looking for? Here’s expert John Foley.
John: What we usually share with a client is that if they are looking for an exit-strategy, particularly looking towards an investment firm, they’re gonna have to demonstrate not only a future revenue projection, but also historical performance. So, if we’re in a start-up mode, it’s not realistic to expect that someone’s gonna jump in like Google and buy you on day one. You really need to have that 3 to 5 year history behind you. So, for us, it’s saying, start at any time, the earlier the better, and based on where you are in your life cycle, let’s determine what the appropriate target exit is, what is the multiple target, how are we gonna reach that value?
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Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!
To hear more tips from over 750 Advisors, visit exitcoachradio.com
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David Humphrey discusses the value of a business and the importance of viewing your business from a buyer's standpoint.
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Adam Grant of Alpert, Barr & Grant heads up the Mobile App Practice Group. He offers tips for getting in sync with current mobile technology trends.
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Transcript:
Steve: What are some of the tips and strategies and precautions that you give business owners if they're starting to look at business insurance?
Greg: You go for a second opinion. And I wouldn't get that second opinion from some person that sold through the policy. That, to me, would not be a second opinion. And I'd also have the work done from a firm that's not a captive firm, inside a single life insurance company. So, captive agents are, shall we say, encouraged by their parent companies to keep coverages on the books. And, I'd also ask the auditor what they're gonna do for you if you have someone offer to do a policy audit. Make sure they're just not going to try to find you a replacing carrier under the disguise of a policy review.
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Host: Bill Black Audio Library: www.ExitCoachRadio.com
John Wendall Adams discusses betrayal, reactions, and how forgiveness is the only way to true progress.
Transcript:
John: What happens when a person is really betrayed, typically there are three different responses: one is, "you know what, they did something to me, so I'm going to retaliate. Whatever's important to them, family, friends, their love relationships, possessions, etc., I'm gonna come against all of that." The other response would be, to say, "you know what, that doesn't really hurt me, and as a result, I'm gonna shut down that portion of my life and I'm not gonna allow anyone ever again to get that close to me." The third one is to really forgive yourselves, forget the other person and really think about what it is that you could have done differently, and really start to move toward that direction to say, "hey, you know what, I can't change what transpired, but what I can do is choose to rise above it."
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Host: Buck Blanton. Audio library: www.ExitCoachRadio.com.
Amin Rajan discusses investment options, market power, and how it pays to hold on to your stocks.
Transcript:
Amin: In today's market, it does pay to be opportunistic where you really see good buying opportunities, but that, as I said, only happens at the age of the portfolio. 80 - 85% should really be invested in medium term assets, because although risk premium is not so stable as it was in the past, it does materialize in the long-term. Markets do retain their self-healing power. We don't know how long it takes, but I reckon that within 5 years, we can see the results. Now, if you look at what happened after 2008, the massacre that we had in the market, since then markets have been up 300%, it showed that markets do have self-healing power, and that's not only just in the United States. In other countries, as well, markets have been sharply up since the last low point in March 2009. So, it pays to hang on to your stocks, it pays to have very strong beliefs about the companies and about the industries that you're investing in.
And be sure and get the free e-Book "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE Click Here Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
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Marnie has been a restaurant and retail store owner and the online mentor to over 14,000 leaders from over 30 countries. She also has authored 12 "How To" books, and in this episode she shares tips of how you can do it all and still have time for yourself!
And be sure and get the free e-Book "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE Click Here
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here