Exit Coach Radio

Dave G - What Good is a Part-Time CFO? (K0617)

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. 

 

Marty Jacknis - Opportunity Blindness

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

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Tim Voorhees - Minimizing Capital Gains with Advanced Techniques

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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Jim Sullivan - Tax Planning and Land Conservation

Jim Sullivan is in the business of Land Conservation and is going to talk about the financial benefits related to conservation easements.

Questions Answered: 

1. What is a conservation easement?

2. This is something many of of our listeners have never heard of. Is this a new concept?

 

3. 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.

 

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Larry Mandell - Are You Getting Your Alotted Training Dollars? (C2718)

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!

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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  

Review Your Retirement Plan Design Well Before Year-End (1m) Peter Stephan (J0417)

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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(1.5m) Sponsor Spotlight - Bradford Hall, Hall and Company (I1017)

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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A Strategy for the Tax Weary Business Seller (1m) Heath Goldman (H3117)

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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Efficient Multi-Disciplinary Planning Starts With A Blueprint (1m) Tim Voorhies (H2017)

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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The Government Wants Your Retirement Plan Assets (1m) Tim Voorhies (H1117)

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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Bruce Jones - Tax Reduction Takes Many Forms (H0817)

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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Bruce Jones - Often The Obvious is Overlooked (F2717)

In this 1 minute Highlight, Bruce Jones, TaxWealth discusses more of the various methods of reducing taxes.

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

 

The Perfect Business Exit Solution (20m) Heath Franzen (H2817)

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

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

 

Tim Voorhees - The Best Tax Bracket is the ZERO Tax Bracket (E3117)

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

Scott Donnelly - Why Are You Changing and Who's on Your Team?

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!

Scott Donnelly, CPA and Partner, PDM, LLP discusses some of the first questions he asks a new client to understand what they did not get from their last service provider and to understand who else their Advisors are to help understand if there will be a cooperative team.

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Brad Williams - Millennials Are Scared to Invest

Brad has over 25 years of addressing the financial concerns of retirees and business owners. Add his strong communication skills and Brad, after first listening to his clients’ needs and concerns, is able to simplify and explain in everyday language even the most complex concepts and alternatives. He treasures the trust his clients place in him and safeguards it by his words and actions. His reputation for unquestioned integrity is far more important to him than any fee or commission. For these reasons and more, Brad often forms a close personal relationship with his clients.

While he can be described as a personable and caring person with a passion for his work, Brad’s most accurate characterization might be “the consummate professional.” His singular goal is to treat his clients “as if they were my own parents” and help them build a sound foundation for their financial house. By any measure, some say, he is an advisor worth standing in line to do business with.

 

Questions Answered: 

 

1) How have millennial's life experiences affected their attitudes about investing? 

2) Why are their priorities are different than other generations?

3) Why should they be concerned about retirement savings?

 

Contact Info: 

 

Website: www.askbradwilliams.com 

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Jeffrey Verdon - All About the NING Trust

Jeffrey Verdon is a managing partner at Renowned Trusts & Estates, and is also an asset protection lawyer. Jeff will be speaking about the recently popular NING Trust being used by residents of high income tax states to eliminate state income tax on Non-CA source investments. 

 

Questions Asked: 

 

1) What are the two or three most popular and beneficial pieces of advice you generally provide?

2) What is the NING Trust and who is the best candidate for one?

3) Can you give an example of how the NING Trust could be used by a CA high tax resident to save state income tax?

 

Contact Info: 

 

Website: www.jmvlaw.com

Email: jeff@jmvlaw.com

Bonus Material: 

Call 949 333-8150 for a no cost telephone interview

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Larry Bell - Is Your IRA Your Best Asset or Your Worst Asset?

You've always thought that your IRA was a tax efficient asset, right? Larry Bell explains.

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

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Tim Voorhees - The Four Elements of Successful Planning

In this 1 minute highlight, Tim Voorhees, Managing Partner of Matsen Voorhees Law Offices discusses the four elements of successful planning.

Transcript: 

Tim: When you look at the elements of tax planning, you'll see there are four main ingredients. First is charitable planning. You get the income tax deductions, the tax-free growth, et cetera. Second is discounting, where when you move assets from one trust to another, you can often compress the value, what we call a squeeze and a freeze, or a squeeze and a freeze by Voorhees. Third, you have low-interest loans which work really well in the current low-interest environment. And then fourth is life-insurance. I put life insurance up there as one of the top four vehicles for efficient tax planning. In particular, what happens is, if you fund insurance correctly, you can do it very tax efficiently in the front end, the money grows tax-free and the money comes out tax-free. And that way, we find that the insurance is a key component of a lot of these advanced strategies. 

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Pat Peason - Pairing College and Retirement

Patrick Peason has been in the financial industry for over 25 years, and specializes in the unique challenges that face today's retirees and pre-retirees. In today's tough market economy, seniors especially need to fully understand all the various options that are currently available to assist them in protecting and growing their investment portfolios. 

Since Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income.His process helps each client understand how much risk is appropriate in determining the optimalasset allocation for them. This strategy has served Patrick and his clients well; his success has garnered him some of the industry's most prestigious awards. Additionally Pat has hundreds of happy clients across the state. An award winning national speaker, Pat also instructs top level executives to help them become more effective communicators. This will be an entertaining, informative and dynamic program!

Among the many challenges unique to today's generation of working parents trying to save for retirement is the fact that college tuition costs have never been higher. According to figures from the College Board, the average cost of attending a public university (including tuition, fees, room, and board) for the 2013-2014 academic year was $18,391 for in-state students and $31,701 for out-of-state students.  For private, non-profit colleges and universities, the average was $40,917.* 

So daunting are those numbers for most parents that a majority of them admit they aren't even trying to save for their children's college. In a report released recently byCertified Financial Planner (CFP) Board of Standards, Inc., more than two-thirds (69 percent) of 1,003 parents surveyed said that they have not started saving for their children's higher education because everyday living expenses have left no additional funds.**

It's a sad finding, of course, but not really surprising when you consider that those "everyday living expenses" may include not just food, housing, and utilities, but a multitude of other financial demands and predicaments that are - in many instances - unique to today's generation of working Americans.  

Is it Any Wonder?

As I've noted in previous columns, some of these predicaments have arisen in just the past few years as part of the fallout from two major stock market drops since the year2000, the collapse of the housing market, and the onset of the Great Recession. In the wake of the recession, for example, many Americans were forced to refinance their mortgages.  At the same time, basic middle-class living costs have gone up while incomes have stagnated.  And here's the biggest irony: according to the CFP survey, nearly half of today's working parents (an estimated 48 percent) have fallen behind on their own college loans and are still struggling to pay off their student debt!  So, is it really any wonder that junior's college fund has been forced way down on the priority list?

Interestingly, though,the CFP survey also indicates that among the priorities most Americans put ahead of college planning, the top two are: building an emergency fund and saving for retirement.  That's interesting because it suggests the assumption that college planning and retirement planning need to be, or ought to be, separate things, which is not really the case. On the contrary; people should be aware that comprehensive financial planning can enable you to meet your current needs while working toward all of your long-term goals - including college and retirement - simultaneously, and often in ways that are mutually beneficial to each goal.  Conversely, separating and prioritizing long-term goals can very often cause you to miss out on opportunities to enhance or expedite the growth of your assets overall, or to protect them from unnecessary losses.  This requires strategy, however, and financial planning expertise on an expert level.

Tax Breaks

To clarify that point, let's look at those CFP survey respondents who reported that they were, in fact, saving for their children's higher education.  Among them, the majority (61 percent) said that they were doing so through a savings account, while 40 percent said they were using a 529 plan and 33 percent said they were using "investments."  Now, these strategies may all be ideal for these individuals depending on their situations, and provided they are part of a comprehensive plan that also incorporates retirement and other long-term goals.  If not, then these individuals may not be saving for college nearly as effectively as they could be.  They may, for instance, be losing out on tax breaks or opportunities to maximize returns on their 529 plans and investments.  Also, hopefully these parents are aware that certain investment tools undercut financial aid eligibility while others do not. That's important when you consider 56 percent of people surveyed said they were"counting on" some level of financial aid to help cover their children's college costs.

The bottom line is that with so many unprecedented financial challenges facing Americans as they plan for retirement, it's understandable that for many, the prospect of saving for college might seem too daunting to even think about. But the fact is,professional guidance and comprehensive financial planning can help you not only put the kids through school, but simultaneously prepare for a comfortable retirement marked by financial security and dependable, lifelong income.

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Peter Stephan - Do You Have a Clear Contribution Objective for Your Retirement Plan?

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!

Peter Stephan discusses the importance of beginning your retirement plan design based on your contribution objectives for yourself, your key employees and your rank-and-file employees.

Transcript:

Peter: Today, with the small business owners out there, they're looking for tax strategies, and the internal revenue code offers these strategies, you just have to have the right implementer on your side. Our job is to work with the advisors, so the CPA and/or financial advisor for their client, and put together the provisions of the plan to achieve that contribution objective. And once we implement it, our job is to service that on a year-to-year basis as the business conditions change, so we want to make sure we build some flexibility into the plan design, but also try to get the highest benefit possible for who we're trying to focus on. 

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Turning Life Insurance into a Planning Tool - Larry Bell

Host: Bill Black. Larry Bell discusses group term life insurance, and the benefits of turning it into a tax planning tool. 

Audio library: www.ExitCoachRadio.com. Listen on iTunes and explore our entire advisor library!

Ultimate Business 20M INTERVIEW: Tax Benefits of a Pension Plan - Jay Beltz

Steve Beatty interviews Jay Beltz of  Integrity Pension Services LLC for tips, ideas and precautions around the topic of Pension Plans.

Tax-Wise Strategies to Unwind Deferred Compensation Arrangements (20m) Larry Bell

Larry Bell always has an interesting Advanced Planning concept to bring us. In this episode he discusses a method of unwinding a Deferred Compensation Arrangement with a Tax-Deductible strategy.

We upload new content every day - please check back often!

Valuation and Auction Services go hand in hand (20m) Ahn Tu

Ahn Tu of Braun Company (remember "Ahn from Braun") discusses their ability to first value an asset, then auction it to complete the cycle when an Estate or Non-Profit entity needs to value, then sell assets through liquidation or other tax strategies such as charitable giving.

We upload new content daily so check back often!

An Employee Benefit to Fulfill Retirement Funding if Disability Strikes (20m) Larry Bell

Larry Bell discusses a cutting edge benefit that Employers can offer to complete retirement plan funding if an employee becomes disabled.

To find more content from this guest type his name into the search bar. We upload new content daily so please check back often!

A Solution for Underfunded Pension Plans (20m) Larry Bell

Larry Bell discusses a potential solution for companies, non-profits, government entities and associations that have underfunded Pension Plans.

We upload new content daily so please check back often.

Selling Your Business for More (20m) Mindy Jones

Mindy Jones discusses strategies and ideas to reduce taxes and create higher sale values for businesses.

We upload new content several times every day so check back often.

(1m) Larry Mandell - Are Ghost Assets Costing You Money?

Larry Mandell, Owner, Independent Tax Group discusses how some businesses carry "ghost assets" on their balance sheet that can cost money at tax time.

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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(18m) Bill Black - Common Knowledge from Our First 100 Advisor Interviews

Bill Black takes the mic for the 100th Episode of The Exit Coach Radio Show to describe common knowledge from our first 100 Advisor interviews.

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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(20m) Move From CA to NV And Your House May Be Free - Nick Yocca

In this 20 minute interview, Nick Yocca, owner - The Yocca Law firm, discusses several reasons why California Business Owners are contemplating moving to lower tax climates, and the potential benefits of such a move.

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.

Check back to listen to other content by Nick - See the "ADVISOR INDEX" on right from the Home Page 
Or listen to our many other top Advisor Guests' 20 MINUTE INTERVIEWS and 1 MINUTE AUDIO TIPS

To get updates on new content and a Weekend Summary , text "EXIT" to 22828 or CLICK HERE

We have over 150 Advisors booked and we add new content daily, so come back often! 

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(Article) Is Your Team In Place And Playing Like One? Scott Donnelly

This brief article is from Scott Donnelly, CPA &  Partner, PDM, LLP. Scott was  previously interviewed 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.

To listen to other content by Scott - See the "ADVISOR INDEX" on right from the Home Page.

 

PDM  CPAs maintains long term professional relationships with many of our clients. A key to our success is ensuring our clients have the right team at our firm as well as other appropriate consultants.  We meet with our prospective clients to determine what their needs are and also gain an understanding of why they are changing CPA firms.  We also want to maintain open communications with our clients other consultants such as attorneys, financial planners and bankers.  A key to a successful business plan and succession planning is maintaining a team of competent professionals.  Our clients success is our success.

 

(20m) Your Off The Shelf Retirement Plan is Costing You Unnecessary Taxes - Peter Stephan

In this 20 minute interview, Peter Stephan, Senior Vice President, United Retirement Plan Consultants discusses the wasted opportunities for tax reduction and retirement savings that many business owners are experiencing because they do not have an experienced plan designer customizing their plan contributions.

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.

Check back to listen to other content by Peter- See the "ADVISOR INDEX" on right from the Home Page 
Or listen to our many other top Advisor Guests' 20 MINUTE INTERVIEWS and 1 MINUTE AUDIO TIPS

To get updates on new content and a Weekend Summary , text "EXIT" to 22828 or CLICK HERE

We have over 125 Advisors booked and we add new content daily, so come back often! 

Please mention Exit Coach Radio to your friends!

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(20m) Can You Reduce Taxes? Probably - Bruce Jones

In this 20 minute interview, Bruce Jones, TaxWealth discusses how his assessment tools uncover tax reduction strategies for business owners, building owners and holders of appreciated property.

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.

Check back to listen to other content by Bruce - See the "ADVISOR INDEX" on right from the Home Page 
Or listen to our many other top Advisor Guests' 20 MINUTE INTERVIEWS and 1 MINUTE AUDIO TIPS

To get updates on new content and a Weekend Summary , text "EXIT" to 22828 or CLICK HERE

We have over 125 Advisors booked and we add new content daily, so come back often! 

Please mention Exit Coach Radio to your friends!

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(1m) Asking Questions is the Best Way to Find an Advisor - Scott Donnelly

In this 1 minute highlight, Scott Donnelly, CPA- Partner, PDM, LLP suggests that the best way to find a good Advisor is to ask your current Advisors and then interview the referred Advisor to make sure you are comfortable.

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.

 

Check back to listen to other content by Scott - See the "ADVISOR INDEX" on right from the Home Page 
Or listen to our many other top Advisor Guests' 20 MINUTE INTERVIEWS and 1 MINUTE AUDIO TIPS

To get updates on new content and a Weekend Summary , text "EXIT" to 22828 or CLICK HERE

We have over 125 Advisors booked and we add new content daily, so come back often! 

Please mention Exit Coach Radio to your friends!

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(Article) Use Quick Ratio for a Strength Test - Dave G

Does your intuition tell you that the firm may be a little cash strapped?  Have your CFO give you a current Balance Sheet and do a Quick Ratio.  

 

A Quick Ratio is taking your current cash (bank) balance(s) and add to it the total Accounts Receivables. (Be sure to deduct all receivable over ninety days, because these accounts are clearly a collection issue). Divide the Cash & Accounts Receivable total   by your Total Current Liabilities!  This is a good indicator of liquidity, although by itself it is not a perfect one. The higher the number the stronger the company.

 

Dave “G”

davegcfo@dc.rr.com

davegcfo.com 

(20m) Reducing Your Taxes May Be Easier Than You Think - Larry Mandell

In this 20 minute Interview, Larry Mandell, Owner, Independent Tax Group discusses some of the ways that his group helps reduce property taxes without cost or obligation to the taxpayer.

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.

 

Check back to listen to other content by Larry- See the "ADVISOR INDEX" on right from the Home Page 
Or listen to our many other top Advisor Guests' 20 MINUTE INTERVIEWS and 1 MINUTE AUDIO TIPS

To get updates on new content and a Weekend Summary , text "EXIT" to 22828 or CLICK HERE

We have over 125 Advisors booked and we add new content daily, so come back often! 

Please mention Exit Coach Radio to your friends!

ExitCoachRadio.com - Come Listen for a Minute!

(1m) Work With Experts Who Know Their Local Tax Rules - Larry Mandell

In this 1 minute Highlight, Larry Mandell, Owner, Independent Tax Group discusses how Tax Assessment rules can change from state to state and it pays to work with localized experts.

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.

 

Check back to listen to other content by Larry- See the "ADVISOR INDEX" on right from the Home Page 
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