Exit Coach Radio

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Wayne Pinnell - Preventing Financial Pitfalls in Your Business (A2118)

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AAEAAQAAAAAAAAMoAAAAJGFjNmIzMmE2LWNmNTctHaskell & 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
 
 

Steve Chevarria - Building a Culture of Health (A2018)

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Steve Chevarria is the CEO of Pansalus Consulting. Pansalus is a team of behavioral engagement experts that helps organizations to improve the health and productivity of their employees. Through our culture discovery process, strategic engagement planning, and scientific analytic solutions, they help create an environment where healthy behaviors are encouraged and valued.


Questions Discussed:


1) Why will changing the culture help an organization? 
2) Can you give me an example of how this is different from a "traditional" wellness program?
3) What is the experience of your team?


Contact Info: 
Email Address: Steve@pansalus.com
 

Stephen Lynch - Strategic Planning for Small Businesses (A1918)

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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:

Website: www.results.com
 

Steve Van Valin - Shaping a Culture that is Engaged to Innovate (A1818)

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Steve Van Valin is the CEO of Culturology, a company whose mission is to shape a culture that is engaged to innovate. 


Questions discussed:
 
1. What do the best in class organizations do to promote innovation?
2. What is the hardest thing to overcome?
3. What is the most important thing a leader can do to become a catalyst of innovation?


Contact info:
 

 

Dave Wilens - Best Practices to Impact Top Line Revenue (A1718)

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Dave Wilens is in the business of Creating Rainmakers, and is going to talk about the Best Practices to Impact Top Line Revenue. Impact Sales Coach is a sales consulting, training, and coaching company. Over the past 12 years they have improved the sales results for 35-40 companies that range from food services, construction, manufacturing, IT, lumber, wealth advisors...to various NFLA, NBA, and Collegiate sports marketing teams. The type of industry doesn't matter...according to Coach Dave, "sales are sales." Impact Sales Coach also  does one on one virtual coaching with individuals that are looking to get to the top of their game.

Questions Asked:
1. What causes most entrepreneurs to fail at building a sales team?
2. What is different about Impact Sales Coach than most other sales trainers/consultants?
3. How do you get started working with a client?

Contact Info: 
 
 

Mary Anne Kochut - Power vs. Perception (A1618)

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Mary Anne is an author, motivational speaker, coach, adjunct professor, and management development professional who is skilled in group dynamics, consultation, and facilitation. She specializes in the areas of leadership, communications, executive coaching, change management, and career transition. She calls herself a Reluctant Entrepreneur and her first book, Power vs. Perception: Ten Characteristics of Self-Empowerment for Women was published in 2013. 

Questions discussed:

1. Why do you call yourself a reluctant entrepreneur? 
2. How did you create Champions for Success?
3. What makes this different than other job boards out there?

Contact info:

 

Al Killeen - Creating Cultures Based on Values (A1518)

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0c97121.jpgAl 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: 

 

 

Vaughn Sigmon - Spend More Time Working On Your Business - Not In Your Business (A1418)

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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: 

1. What are Peer Advisory Boards?
2. How do Peer Advisory Boards help business owners?
3. What are the most common challenges business owners face?
 
Contact Info: 
 
 
 

Dr. Jerry Kornfeld - Winning the Battle Inside Your Body (A1318)

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Dr. Jerry is one of my favorite guests - he helps us learn how to make better choices for a healthy life.

Krishna Pendyala - Can You Trust Your Team? (A1218)

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0fd179b.jpgKrishna 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: 


1. 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? 
2. In your opinion, Krishna, what constitutes trust? 
3. Based on your extensive experience, what are the consequences if this trust can’t be established?


Contact Info: 

 

Dr. Arlen Burger - How to Become a Faster Leader (A1118)

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32cfe1f.jpgDr. 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

 

 

Mahyar Ghassemian - Minimize the Impact of Lawsuits (A1018)

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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?

 
 

Eden Sunshine - Improve Your Business by Improving Your System (A0916)

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0dcce91.jpgHost: Steve Beatty Audio Library: www.ExitCoachRadio.com 

Eden Sunshine believes that if you want to improve your business, you have to improve your system. Tune in to hear how you can make improvements! 


 

Holly Green - Using Your Brain to Win in a Hyper-paced World (A0818)

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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 Duncan - Signs that You Need a Coach (A0718)

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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 Saccaro - Middle Class Families are on Financial Thin Ice (A0618)

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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: 
 
 
 

Dean Roberts - Retraining Yourself After Retiring (A0518)

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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

1. What do you see as the most important thing someone can do to continuously improve their life?

2. What books had the greatest effect on your  life?

3. What are your favorite quotes?

Contact info:

Email: dean@restlesstrader.com

 

 

 

Building a Portfolio - Bill Ellermeyer (A0418)

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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. 
 
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(20m) T. Phillip Boggess - Combining Financial and Legal Strategies For a Comprehensive Plan (A0318)

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T. Phillip Boggess of TPB Financial discusses how financial and legal strategies work together for individuals, especially business owners.

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Financial & Operational Preparation Prior To Sale - Terry Shope (A0217)

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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!

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Julie Ryan - Data Privacy and Security Simplified (A0118)

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Julie Ryan is the president of Isaturn, Inc., a company invested in data privacy and security. Today, Julie will tell listeners how to easily and inexpensively protect themselves, their companies, their employees, and their clients from data breaches, and what to do in the event of one. 

 
Questions Asked: 
 
1) Do data breaches really happen to small and mid sized companies? 
2) What can executives and companies do to protect themselves? 
3) What can I personally do to protect myself and my family? 
 
Contact Info: 
 
 
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Diane Conklin - Turning Your Knowledge into Profits (L3117)

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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: 
 
 
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Lizette Mandola - Treat Your Customer As Your Most Valuable Asset (L3117)

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Lizette Mandola of Action Coach discusses the importance of treating your customer as your most valuable asset.

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Toby Needleman - Keys to Audacious Aging (L3017)

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Toby is a Positive Psychologist and a Life Success Coach with almost 4 decades of experience in helping

clients unlock their true potential, and live lives with purpose, passion and meaning. Today Toby's topic is the

Keys to Audacious Aging ... Growing younger and making the rest of your life, the best of your life!

Questions discussed:

1) Where would I begin

2) I'm wondering what's next for me?

3) What is Audacious Aging and how can we begin to alter the course of our future?

4) What's a simple practice I can use today to improve my health and longevity?

Contact info:

Toby.needleman@gmail.com

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Carole Krechman - Moving Your Company to the Next Level (L3017)

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Carole Krechman discusses visibility, technology, and the ability to create a captive audience. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

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Andy Saks - Fear to Fun: Why You Freak When You Speak in Public (L2917)

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Andy Saks is the Owner of Spark Presentations. Spark Presentations focuses on professional presentation training, design, and delivery to help organizations give more engaging, enjoyable, effective presentations.
 
Questions discussed:
 
1. Where does public speaking rank among common American fears?
2. How did human evolution contribute to our collective fear of speaking?
3. How can listeners quickly, easily reduce their fear of speaking and enjoy themselves on stage?
 
Contact info:
 
 
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Kathy Condon - How to Take Advantage of Social Media (L2917)

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Kathy Condon discusses social media strategy, and how taking extra time to explore your connections can go a long way. 

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Debbie Lundberg - Reversing the Slobification of America (L2817)

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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:
 
 
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Keith Brown - Family Leadership & Business Ownership (L2817)

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Michelle Tillis Lederman - How Relationships Drive Business Growth (L2717)

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Michelle Tillis Lederman is a Communications & Likability expert and is going to talk about how relationships drive business growth.
 
Questions Discussed:
 
1) Why does likability matter to business?
 
2) For those that are trying to build business what one Law is most important?
 
3) If you spend all your time giving, how do you convert it to getting results?
 
Contact Info: 
 
 
 
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Mary McElhattan - The Benefits of Taking a Big Risk (L2717)

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Mary McElhattan tells us something we need to hear repeatedly as business owners!

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Aleen Bayard - Planning Your Exit Should Be Part of Your Annual Planning (L2617)

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Aleen is a leadership development and executive coach. Her coaching approach is to help the client use the

coaching process to accomplish specific business goals. The sale or succession plan is one of the most

complex and emotionally-laden business scenarios she encounters.

Questions discussed:

What is the biggest issue you see when working with business leaders, especially those in the process of

contemplating a transition or exit strategy?

Do you suggest the clients hire someone like you personally or do you work with a larger executive team?

What is the most important lesson learned you can share with our audience?

Contact Info

Email:

aleen@marketzing.org

Website:

www.marketzing.org

 

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Len Hornung - Letting Your Successor Succeed (L2617)

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A 1 minute excerpt from a recent interview with Len Hornung.

 

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BE THANKFUL (L2517)

Be Thankful

 

“Be thankful that you don’t already have everything you desire,

If you did, what would there be to look forward to?

 

Be thankful when you don’t know something

For it gives you the opportunity to learn.

 

Be thankful for the difficult times.

During those times you grow.

 

 
   

Be thankful for your limitations

Because they give you opportunities for improvement.

 

Be thankful for each new challenge

Because it will build your strength and character.

 

Be thankful for your mistakes

They will teach you valuable lessons.

 

Be thankful when you’re tired and weary

Because it means you’ve made a difference.

 

It is easy to be thankful for the good things.

A life of rich fulfillment comes to those who are also thankful for the setbacks.

 

GRATITUDE can turn a negative into a positive.

Find a way to be thankful for your troubles and they can become your blessings.”

 

THANK YOU FOR LISTENING TO EXITCOACHRADIO
AND FOR YOUR COMMENTS AND COMPLIMENTS!!

From All of Us To All of You
We wish you and your loved ones very Happy Holidays!

 

 

Terry Hawkins - Why Wait to be Great? (L2417)

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Terry Hawkins, CEO of the international business skills training company, People In Progress Global, is in the

business of developing people to their full potential. Her latest book, "Why WAIT to be GREAT? It's either

NOW or TOO LATE! really personifies her philosophy on life. Having been listed as one of the top 60

motivational speakers in the world (Top 10 women), she certainly knows how to shake people up enough to

get them going!

Questions discussed:

1. After 25 years as a successful business woman, speaker and author, what would you say were some of the

keys to your success?

2. What do think is the biggest obstacle to people achieving their goals?

3. What was the biggest hurdles you have had to overcome?

Contact info:

Email Address TERRY@TERRYHAWKINS.COM

Website WWW.TERRYHAWKINS.COM

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Alan Zell - Understanding the Elements of Selling (L2417)

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Here's a past highlight from one of our Guests.

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George Smart - Unraveling Family Knots: Preparing Future Roles in Family Businesses (L2317)

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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

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Roger Royse - When in Doubt - Document Everything (L2317)

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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.

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Jan Rutherford - Self-Reliant Leadership (L2217)

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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:
 
 
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Z. Christopher Mercer - Building Value? Protect it First (L2217)

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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

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John Bly - Cracking the Code to M&A Growth (L2117)

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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:
 
Website: www.lbahs.com
 
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Jay Beltz - Tax Benefits of a Pension Plan (L2117)

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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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Linda Yates - The Image of Distinction (L2017)

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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:
 
 
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Phil Calhoun - Rising to the Next Level (L2017)

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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 

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Gary Lillian - Hey, Sellers: “What’s Your Enterprise Value Proposition to Your Replacement” (L1907)

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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

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Linda Duffy - Manage Your Managers (L1917)

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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.

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Craig Weber - Conversational Capacity (L1817)

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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:
 
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Tim Voorhees - Minimizing Capital Gains with Advanced Techniques (L1817)

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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. 

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Annette Lynch - Success Beyond Sport (L1817)

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Annette Lynch is a 2000 Beach Volleyball Olympian for Australia, using her experience and studies to inspire and mentor others to excel in business and life. Annette’s greatest challenge was retirement from sport, and that journey led to her book "Success Beyond Sport". This was aimed at athletes in transition and appeals to a wider audience, teaching 8 Winning Points for Success that Apply to Life and Business. She has studied Neuro-Linguistic Programming (NLP) and has spoken on stages in UK, NZ, USA and Australia. She works with Trilogy Athletes to mentor athletes with their own transition from sport and she is here today to discuss the Olympian Mindset and how to apply that for your own success.

 
Questions Asked:
 
1. What separates Olympians from other athletes and how can that distinction be useful for business?
2. How do you mentally prepare for a match/performance?
3. What was the biggest challenge of retirement and what are the best ways to prepare for that?
 
Contact Info: 
 
 
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Marc Hankin - A Little IP Planning Solves Big IP Headaches (L1617)

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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. 

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