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!
Episodes
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.
Thursday May 16, 2024
Thursday May 16, 2024
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, 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.
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.
Wednesday Apr 17, 2024
Wednesday Apr 17, 2024
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.
Thursday Mar 21, 2024
Thursday Mar 21, 2024
In this 20 minute interview, Martin Staubus, Beyster Institute at the Rady School Management discusses how an ESOP can be a tax-advantaged and effective way to sell and transfer your business to employees.
Thursday Mar 14, 2024
Thursday Mar 14, 2024
Addison Adams of Adams Corporate Law, LLP discusses considerations for business owners who are planning to borrow, sell or go public.
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
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.
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 Feb 05, 2024
Monday Feb 05, 2024
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.
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
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!
Monday Jan 29, 2024
Monday Jan 29, 2024
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.
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 18, 2024
Thursday Jan 18, 2024
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
Thursday Jan 04, 2024
Thursday Jan 04, 2024
Katie Wagner of Katie Wagner Social Media clearly explains the best strategies to get potential customers to your website.
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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Tuesday Nov 14, 2023
Tuesday Nov 14, 2023
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.
Thursday Oct 26, 2023
Thursday Oct 26, 2023
John Anderson of the Glowan Group shares his insights and tips for business owners who are preparing for the future sale of their business.
Monday May 16, 2022
Monday May 16, 2022
Harley Bjelland is a Top Employee Benefits Attorney providing counsel for retirement plans, health plans and executive compensation plans.
Sunday May 08, 2022
Sunday May 08, 2022
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!
Thursday Mar 31, 2022
Thursday Mar 31, 2022
Mahyar Ghassemian, Ghassemian Law Group, APC discusses common legal problems and protection strategies, as well as tips and ideas for Business Owners.
Wednesday Mar 23, 2022
Wednesday Mar 23, 2022
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.
Sunday Jan 16, 2022
Sunday Jan 16, 2022
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.
Thursday Dec 30, 2021
Thursday Dec 30, 2021
Peter Sahin of Velasco Law Group shares some great tips and precautions. You think your estate planning is complete? Listen to this!
Friday Nov 05, 2021
Friday Nov 05, 2021
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.
Tuesday Aug 31, 2021
Tuesday Aug 31, 2021
Jim Doty of Doty Consulting talks about client situations he has encountered and exit planning readiness from a CFO's Perspective.
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.
Friday Jun 04, 2021
Friday Jun 04, 2021
Aaron's 30+ years of experience in representing tenants in lease transactions shows in this interview.
Friday Jan 29, 2021
Friday Jan 29, 2021
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.
Monday Jan 25, 2021
Monday Jan 25, 2021
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.
Thursday Dec 03, 2020
Thursday Dec 03, 2020
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.
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
Kathy Dawson, CEO of Dawson & Dawson National Search & Staffing, has been helping businesses find the perfect hire for 35+ years. In this interview, she shares her wisdom and tips for finding, hiring and keeping employees who are likely to be "key" to your business success.
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
Barry Seaton of Seaton Law Group shares brillliant and value ideas about protecting and defending Intellectual Property.
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
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.
Monday Oct 05, 2020
Monday Oct 05, 2020
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.
Monday Dec 16, 2019
Monday Dec 16, 2019
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!
Thursday Nov 21, 2019
Thursday Nov 21, 2019
Michael Caroff of Caroff Communications shares some great tips on how you can make your website rock!
Wednesday Nov 20, 2019
Wednesday Nov 20, 2019
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.
Friday Nov 15, 2019
Friday Nov 15, 2019
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.
Wednesday Nov 13, 2019
Wednesday Nov 13, 2019
Merry Neitlich, Managing Partner of EM Consulting, shares her strategies for being effective with your Social Media efforts.
Monday Oct 14, 2019
Monday Oct 14, 2019
Today's Guest: Monica Goel of TLD Law
Sunday Oct 13, 2019
Sunday Oct 13, 2019
Today's Guest: Moses Yneges of The Accident Injury Law Center
Saturday Oct 12, 2019
Saturday Oct 12, 2019
Today's Guest: Bradford Bach of Titan Technologies
Thursday Oct 10, 2019
Thursday Oct 10, 2019
Franchise Frank shares his incredible widom and tips about choosing the right Franchise for your needs.
Wednesday Oct 02, 2019
Wednesday Oct 02, 2019
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.
Monday Sep 30, 2019
Monday Sep 30, 2019
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.
Friday Sep 20, 2019
Friday Sep 20, 2019
Jennifer Ferguson of Oasis Outsourcing shares her extensive knowledge of how a PEO can make a business more efficient and profitable.
Thursday Sep 19, 2019
Thursday Sep 19, 2019
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!
Wednesday Sep 18, 2019
Wednesday Sep 18, 2019
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!
Tuesday Sep 17, 2019
Tuesday Sep 17, 2019
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!
Thursday Sep 12, 2019
Thursday Sep 12, 2019
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!