Episodes
Thursday Jul 11, 2024
Rickard Hansson - Draining Brains to Accelerate Growth
Thursday Jul 11, 2024
Thursday Jul 11, 2024
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.
Wednesday Jun 26, 2024
Greg Nutter - Building Business Value Through Predictable Revenue Growth (G2018)
Wednesday Jun 26, 2024
Wednesday Jun 26, 2024
Friday Jun 21, 2024
Friday Jun 21, 2024
Thursday Jun 20, 2024
Fred Berns - Business by Design (E1018)
Thursday Jun 20, 2024
Thursday Jun 20, 2024
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.
Monday Jun 10, 2024
Gunnar Gundersen - How to Manage Your Intellectual Property (C0318)
Monday Jun 10, 2024
Monday Jun 10, 2024
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:
1. What is intellectual property?
2. How can intellectual property create value for my company?
3. Do I have intellectual property? And why should I care about managing it?
Friday Jun 07, 2024
Jaynie Smith - Differentiating from Your Competition
Friday Jun 07, 2024
Friday Jun 07, 2024
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:
1. What prompted you to write your book, Creating Competitive Advantage?
2. What does Smart Advantage do and who are your ideal clients?
3. 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".
Monday May 20, 2024
Brad Leggett - Developing a High Performance Sales Team (C0718)
Monday May 20, 2024
Monday May 20, 2024
Brad Leggett is the CEO & Founder of The Leggett Group, Inc. Brad works with CEO's and VP's of sales to set the company's sales strategy and to build, lead and retain "high performance sales teams." Today, he will discuss how to develop your company's high performance sales team.
Friday May 17, 2024
Friday May 17, 2024
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.
Monday May 13, 2024
Barry Shamis - Selecting Winners (E0318)
Monday May 13, 2024
Monday May 13, 2024
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.
3. 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
Wednesday May 08, 2024
Tom Gledhill - Position Your Company for a Premium Exit
Wednesday May 08, 2024
Wednesday May 08, 2024
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
Friday Apr 26, 2024
Leslie Groene - Focusing on Top Line Growth (D1718)
Friday Apr 26, 2024
Friday Apr 26, 2024
Leslie Groene is the President of Groene Consulting in Huntington Beach, California. Today, she will discuss how your business can develop top line growth.
Thursday Apr 25, 2024
Ken Sanginario - Road Mapping Your Business To It's Maximum Value (B1118)
Thursday Apr 25, 2024
Thursday Apr 25, 2024
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".
Monday Apr 22, 2024
Stephan Liozu - Intentional Pricing Strategies
Monday Apr 22, 2024
Monday Apr 22, 2024
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
Friday Apr 19, 2024
Friday Apr 19, 2024
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.
Friday Apr 12, 2024
Friday Apr 12, 2024
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
Monday Mar 18, 2024
Monday Mar 18, 2024
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.
Tuesday Mar 12, 2024
Hema Dey - Marketing is Like a War Game
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
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.
Wednesday Feb 21, 2024
Tawnya Gilreath - Increase Business Value 30% in the Year Leading up to Sale
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
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.
Tuesday Feb 20, 2024
Common Growth Obstacles - Richard Munro (J0117)
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
Richard Munro of Newport Board Group discusses several obstacles to Growth that he sees in Companies he consults with.
Monday Jan 22, 2024
Dave G - What Good is a Part-Time CFO? (K0617)
Monday Jan 22, 2024
Monday Jan 22, 2024
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.
Friday Jan 19, 2024
Friday Jan 19, 2024
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.
Thursday Jan 11, 2024
Janne Ohtonen - The 1 Reason Your Business Exists (C0118)
Thursday Jan 11, 2024
Thursday Jan 11, 2024
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
Tuesday Nov 28, 2023
John ”Murph” Murphy - What To Do Before The Buyer Calls (D1618)
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
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.
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Wednesday May 11, 2022
Thomas Young - How to Attract Qualified Customers (E1218)
Wednesday May 11, 2022
Wednesday May 11, 2022
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.
Friday May 06, 2022
Steve Van Valin - Shaping a Culture that is Engaged to Innovate (A1818)
Friday May 06, 2022
Friday May 06, 2022
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.
- 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.
Thursday Apr 07, 2022
Kevin Weir - If it is Hard to Turn The Key, You Will Not Get Top Dollar
Thursday Apr 07, 2022
Thursday Apr 07, 2022
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.
Thursday Mar 24, 2022
Ken Majer - Establish a Value Driven Culture
Thursday Mar 24, 2022
Thursday Mar 24, 2022
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!
Sunday Jan 30, 2022
Morrie Shechtman - Ending Mediocrity in the Workplace (K0517)
Sunday Jan 30, 2022
Sunday Jan 30, 2022
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.
Saturday Jan 15, 2022
Jim Immel - Clarity Helps You Ask The Right Questions L0517)
Saturday Jan 15, 2022
Saturday Jan 15, 2022
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.
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Friday Oct 08, 2021
John Bly - Cracking the Code (F2617)
Friday Oct 08, 2021
Friday Oct 08, 2021
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.
Sunday Aug 22, 2021
Don Burzen - Think of Your Business as an Investment (J2417)
Sunday Aug 22, 2021
Sunday Aug 22, 2021
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.
Monday Jul 12, 2021
Jack Scherer - What It Takes to Hire Proven Talent (L1017)
Monday Jul 12, 2021
Monday Jul 12, 2021
Saturday Jun 12, 2021
John Murphy - Can You Do More To Get More?
Saturday Jun 12, 2021
Saturday Jun 12, 2021
John Murphy and David Horwich of JK Murphy Advisors discuss some of the most important planning techniques that business owners should consider.
Sunday May 02, 2021
Sunday May 02, 2021
Questions Answered:
1. What is the biggest bottleneck in a business?
2. What toll has the last 5 years (since the global financial crisis) taken on the business owner?
3. 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
Sunday Apr 25, 2021
Sunday Apr 25, 2021
Tuesday Feb 04, 2020
P. Christopher Music - How to Build Value in a Private Practice
Tuesday Feb 04, 2020
Tuesday Feb 04, 2020
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!
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Friday Jan 10, 2020
Roger Royse - When in Doubt - Document Everything
Friday Jan 10, 2020
Friday Jan 10, 2020
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!
Wednesday Dec 11, 2019
Marc Koehler - Leading with Purpose (L0317)
Wednesday Dec 11, 2019
Wednesday Dec 11, 2019
Marc Koehler is the President of Lead With Purpose a company dedicated to helping people lead more purposeful and inspiring lives.
Saturday Oct 26, 2019
William De Temple - How to Build a $100 Million Company (F2917)
Saturday Oct 26, 2019
Saturday Oct 26, 2019
Thursday Aug 08, 2019
Richard Golubow - Practical Solutions for Financial Distress (E2818)
Thursday Aug 08, 2019
Thursday Aug 08, 2019
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.
Wednesday Jun 26, 2019
John Nelson - Are You Ready for a Venture Capitalist? (D1218)
Wednesday Jun 26, 2019
Wednesday Jun 26, 2019
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
Thursday Jun 20, 2019
Terry Chambless - Are You Making Effective Use of Your Advisory Board? (D0818)
Thursday Jun 20, 2019
Thursday Jun 20, 2019
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
Wednesday Jun 19, 2019
Lee Schwartz - Driving Profitability Through Operational Excellence (D0718)
Wednesday Jun 19, 2019
Wednesday Jun 19, 2019
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
Thursday Apr 11, 2019
Chris King - Increase the Emotional Quotient of Your Business (D0318)
Thursday Apr 11, 2019
Thursday Apr 11, 2019
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.
Monday Mar 11, 2019
Peter Mehit - Three Things to Avoid When Launching a Business (C0418)
Monday Mar 11, 2019
Monday Mar 11, 2019
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.
Wednesday Feb 13, 2019
Tim Glowa - Measuring Customer Satisfaction (B1318)
Wednesday Feb 13, 2019
Wednesday Feb 13, 2019
Tim Glowa, co-founder of Bug Insights, discusses his new book "Measuring Customer Satisfaction: Exploring Customer Satisfaction's relationship with Purchase Behavior"
Wednesday Jan 30, 2019
Wesley Wood - Achieve Your Vision and Financial Success (B0318)
Wednesday Jan 30, 2019
Wednesday Jan 30, 2019
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.
Monday Jan 14, 2019
You Only Have Once Chance to Sell Your Business - Stephen Goldberg (J1617)
Monday Jan 14, 2019
Monday Jan 14, 2019
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
Thursday Mar 29, 2018
Z. Christopher Mercer - Your Buy-Sell Probably Has Flaws - Fix Them! (C2918)
Thursday Mar 29, 2018
Thursday Mar 29, 2018
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
Tuesday Mar 27, 2018
Larry Mandell - Are You Getting Your Alotted Training Dollars? (C2718)
Tuesday Mar 27, 2018
Tuesday Mar 27, 2018
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