Exit Coach Radio

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Steve Ciepiela - Will Your Buy-Sell Planning Work? (C0218)


Steve Ciepiela owns a well known Planning Company. 10 years ago he experienced every business owners nightmare - the sudden death of his friend and partner. Listen to his interview with Josh Patrick as he describes the experience, and how he was prepared, and what he learned from the experience.

You can contact Steve at Sciepiela@charlesstephen.com


George Wunderlich - Mission Awareness


George Wunderlich is the Executive Director at the National Museum of Civil War Medicine. In addition to being a museum, the site is home of the Letterman Institute which specializes in advanced military medical management training and corporate management and mission awareness training. 

Questions Asked:
1. Your training is based on mission, sub-mission, and submission...what is the difference between sub-mission and submission?
2. What are the similarities between military medical and corporate management training?
Contact Info: 



Dan DeMuth - Secrets of the Golf Whisperer (G1017)










Dan DeMuth is an author, PGA golf professional, and owner of Secrets of the Golf Whisperer. He uses his professional skills and experiences to help show business owners the power of focus and how interactive learning promotes effective change in people.

Kathy Mondotte - The Right Way to Follow Your Passions








Kathy Mondotte talks about her current projects, and the reward of following your passions with fervor and dedication. 



James S Wittmack - 3 Most Important Things a Business Owner Should be Doing They Aren’t Doing Now

James Wittmack is a Master Strategist at IntelliVest Advisors. James helps small to medium size companies prepare for exit by driving profitability through operational efficiency.

Questions Answered: 

1) What's your most interesting funding story?
2) What's your most interesting turn around story?
3) What's your most interesting start up story?

Website: intellivestadvisors.com



Ryan Smith - Think SBA


Ryan Smith, Principal and Founder of ThinkSBA.com, helps individuals and business owners with financing and understanding SBA funding. Before landing on the banking trajectory, Ryan served a stint as a minor league baseball player, and has since worked his way up the financial chain. He now helps people with SBA financing and aid in their learning how to acquire businesses and commercial real estate. In a field full of misconceptions, Ryan offers some much needed clarity. 

In his interview, Ryan goes over the benefits of SBA lending and funding in great depth. He dispels some myths about credit score necessary for lending and clarifies other common fallacies regarding SBA financing. Ryan also discusses a variety of ways to begin an acquisition even if you previously believed it to be impossible. In dealing with a huge milestone such as an acquisition, it is essential to have an expert in your corner, so be sure to listen to Ryan’s interview for his SBA wisdom.

1-Minute Sections:
  • 4:04-5:02: Misconceptions about credit score required for SBA lending
  • 6:51-8:06: Begins to list 10 reasons for SBA 7A loan
  • 10:30-11:31: Advantage of SBA evident through ability to lump real estate into loan
  • 16:44-17:47: Example of a situation where a key employee is taking over business ownership
  • 20:16-21:16: Where to start if a seller is helping a buyer with acquisition 


Carl Gould - HyperGrowth - How to Uncover the Hidden Value and Untapped Potential in Your Business (B2818)

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


David Sherak - Who Buys Who Out In Your Buy-Sell? (J0817)

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

David Sherak discusses some of the many provisions of a Buy-Sell agreement to consider, especially the impact on your family and Estate Planning and Banking Relationships. 



Stephen Lynch - Strategic Planning for Small Businesses (A1918)

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

John “Murph” Murphy - What To Do Before The Buyer Calls (D1618)



John "Murph" Murphy, founder of JK Murphy Advisors, specializes in helping business owners be prepared for all kinds of circumstances leading up the sale of a business. So what should an owner have prepared to discuss in case a serious buyer calls? Listen in to find out.


Dolores Hirschmann - Master Your Clarity


Dolores is the founder of Masters in Clarity, a full-service digital agency that believes being a Favorite brand is more valuable than just being a Famous one. They craft beautifully useful, connected ecosystems that grow businesses and build enduring relationships between brands and humans.

We discuss how Dolores and her team guide their clients to:

• Communicate their message in an engaging way… they call it the TED way

• Design a growth strategy that is aligned with WHO they are as entrepreneurs, what flows naturally… this is where their coaching skills come in

• Take consistent ACTION towards implementing their strategy and growing their business… this is where their MUM skills come in keeping YOU moving forward  

Andrew Cagnetta - Buying and Selling in Today’s Business Marketplace


Joining us today is Andy Cagnetta, CEO of Transworld Business Advisors, the largest brokerage system in the world. A skilled negotiator and recognized national trainer of negotiation techniques, Andy specializes in mergers and acquisitions, valuations and franchising. He’s the man to talk to when it comes time to buy or sell a business.

Some of the areas we cover in this interview:
What is the current marketplace like for buyers and sellers?
What should business owners be doing now to prepare for their exit?
You like to be involved in your community, tell us more?

Be sure and listen to his podcast "The Deal Board"


Patricia Ryan - House calls are Back!


House calls are back!  Patricia Ryan, RN, MSN, ANP-BC an Adult Nurse Practitioner based in Palm Springs, CA. Business name is Crossroads to Care, Inc., a nursing corporation.  She is an advanced practice nurse that provides medical house calls in your home--just like back in the day. Nurse practitioners can diagnose, treat and prescribe medications. They are RN first and continue schooling at a Masters' level, Board Certification and are eligible to have their own practice and patients. Patricia has been an RN for 10 years in several practice arenas and now a NP for the past 16. Original training in NYC and continued with Bachelors and Masters degree from University of Missouri, Kansas City.

Here are some of the questions we discussed:

What type of services do you do on a house call? 
Are these services covered by insurance? 
What other services do you offer?

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

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: 

Sean Brawley - Sustainable High Performance and the Inner Game (B2218)


Sean Brawley is a world renowned expert on sustainable high performance and the Inner Game. His clients include Super Bowl Champion Coach Pete Carroll and Senior leaders of GE, ITT, and Union Bank.

Today, Sean speaks to us about the basic premise of the Inner Game, about his work with Pete Carroll, and how his coaching can help CEOs.

Contact Sean for a free 30 Minute consultation to explore how coaching can help you accomplish your personal and professional goals.


Lisa Caprelli - What Color is Your Message? (D1018)


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!


Mary Anne Kochut - Power vs. Perception (A1618)

Kochut_Mary_79gar.pngMary Anne Kochut, of Champions For Success, LLC., is an author, motivational speaker, coach, adjunct professor, and management development professional. She specializes in the areas of leadership, communications, executive coaching, change management, and career transition and is also skilled in group dynamics, consultation, and facilitation. After a lengthy stay in the corporate world, she eventually became a “reluctant entrepreneur” and went on her own, rather than continue fitting into someone else's mold. Mary Anne’s passion is inspiring others to be productive and live the life they truly want to, evident in her book “Power vs. Perception: Ten Characteristics of Self-empowerment for Women.”

Mary Anne always encourages the people she coaches to be unstoppable. In her interview, she talks about the limitations we put on ourselves and how they stop us from attaining the success we desire. Mary Anne talks about inherent drives present in everyone, and how understanding these can help reveal your passions. She discusses some of her tried and true methods for reshaping people’s perceptions regarding what they may have previously considered to be impossible. Mary Anne’s inspiring conversation is useful to anyone hoping to shift their perspective and make the impossible possible.


Chris Larsen - More Great Investing Tips!


Joining me again is Chris Larsen, the founder and Managing Partner of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. From there, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $225 million of real estate acquisitions. Chris is passionate about helping investors become financially independent.

Chris has some interesting perspectives about investing based on today's trends. Be sure to have a notepad and pen handy!

Meghan Lynch - What Branding Fears are Holding You Back?


Meghan Lynch is the CEO of Six-Point Creative, a brand strategy agency that helps “second-stage” companies break through growth plateaus. As part of her mission to help small businesses challenge the goliaths, Meghan has served as an expert advisor to second-stage clients in a wide range of industries, from fast-casual restaurants to industrial manufacturers. Meghan was named an Enterprising Women of the Year in 2019 and enjoys testing her limits as an endurance runner. 

Some of the issues Meghan discussed today:
The fears holding high-potential companies back from growth • Brand strategy for family businesses • What is a second-stage company? • Common mistakes companies make when they rebrand • How to hire and manage marketing expertise


Keziah Robinson - Stop Helicopter Parenting Your Business


Keziah Robinson (pronounced KAY-zee-uh), is a business strategist, CEO coach, and investor. Described by her clients as a “shapeshifter” who “can coach business owners through any challenge at any stage of their business,” Keziah helps small business CEOs navigate the operational and existential challenges of scaling up, pivoting, and/or selling a business they’ve put their blood sweat and tears into. Keziah holds a BS in Physics from Stanford University and an MBA from the Wharton School at the University of Pennsylvania, and she serves on the advisory board of Private Packs, an innovator in the fast-growing femtech industry. 

Some of the questions Keziah answered today:

1) What does it mean to "helicopter parent" your business?
2) Why is it so hard for business owners to stop doing it?
3) What are some practical tips to break out of this pattern?

Stephanie Payne - Your Legacy is Your Choice (K1417)


Stephanie is a Nurse who has witnessed dozens of end of life situations and has some very interesting insights to help you deal with your own situation and those you care about to help you be remembered for your planning instead of your lack of planning.




Rick MacBarron - Financial Planning Tips for Business Owners (G0717)







Rick MacBarron shares some financial planning tips from his many years of experience. Find his full interviews by searching in our index.


Bill: What's the buyer who's gonna buy your business, gonna look for in your business? Here's two great tips from Rick MacBarron.

Rick: The investment banking market is a nervous market, buyer's are very, very careful. So, again, when you present to the market, the business has got make a lot of sense. A buyer's gotta be able to look at the financials and understand it quickly, and not have to do a lot of digging around and, "can you explain this to me, please?" and, they don't want to ask a lot of those questions. Well, the other thing I see, Bill, is business owners just doing too many things, so that when a buyer comes along, the buyer's gonna say, "well, wait a minute, Mr. or Ms. Business Owner, you are the business." A company I'm working with right now in Wilmington, where we're intentionally bringing in a management team, so that when my client steps out, the buyer can look at it and say, "okay, this is a business I can buy, and it can continue running without the big guy still in the company." 


Ken Majer - Establish a Value Driven Culture








Dr. Kenneth Majer has been a successful author, speaker, and consultant to companies large and small for over 30 years. He is a subject matter expert in change management, corporate culture, communications, values-based leadership, organizational alignment, and management training.

Ken is best known for using values-based concepts to improve corporate culture. His premise is that values-driven companies always outperform the competition. He uses his experience and insights to change businesses dramatically and permanently. Ken’s vision includes helping companies stay ahead of the curve as they adapt to new realities in today’s radically changing business world. His goal is to enable leaders to use the power of values-driven alignment to enhance their success.

Ken provides insight, products, and services that business leaders rely on for success. Establish a values-driven culture as your core business strategy to help your company outperform the competition!

Contact Info: 

Help Ken out - Click the LinkedIn button to Share this interview with your contacts!

Andrew Singer - Legal Policies in the Workplace (C1718)


Andrew Singer is the Chairman of Tannenbaum Helpern's Employment Law Practice Group. Andrew has extensive experience in all aspects of employment law and provides clients with a full spectrum of legal services, from every day counseling to complex employment litigation. 

Contact info:

Email: singer@thsh.com


Skip Weisman - How Communication is Killing Company Profits in Small Businesses (E1618)









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


John Brown - What Business Owners Need to Know About Selling Today

Do you need tips about preparing to sell your business from a true expert? John Brown, the founder of Business Enterprise Institute (www.exitplanning.com)  discusses how today's economic headwinds increase the difficulty of exiting your business on your terms and conditions.

Questions discussed:

1.how can owners overcome headwinds

2. what needs to be done to overcome headwinds

3. who can help


ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!


Steve Medland - The Millionaire Next Door (G1517)


Steve Medland is a Certified Financial Planner and co-founder of TABR Capital Management, an independent, fee-only financial planning firm based in Orange County, California. Today, he is going to talk about issues that the Millionaire Next Door faces.

Please share this interview with your Social Media contacts!

Stephan Liozu - Intentional Pricing Strategies









Stephan Liozu, Founder and Disruptor at Value Innoruption Advisors, is a designer of disruptive and innovative value and pricing strategies. With over 25 years in business, he noticed that people very easily get stuck in their comfortable, existing models, but leaders should constantly be innovating. Stephan defines disruption as learning to do things differently. Comfortability may be your enemy, and a bit of innovation can go a long way towards improving your bottom line.

 In his interview, Stephan discusses common misconceptions in the field of pricing. While many business owners determine price based on cost, few base their pricing on the value brought to the customer. Stephan suggests moving from a reactive pricing approach, to a proactive pricing approach. Start catching more value in your market by working at the intersection of innovation and disruption, listen to Stephan’s expertise to learn how.

1-minute Sections:

  • 6:27-7:35: Disruption and transformation, talking about unintentional approaches to pricing
  • 9:09-10:20: Misconceptions in the field of pricing - cost-based vs. value-based
  • 14:13-15:13: “Pricing Counsel” - establish a group dedicated exclusively to pricing, meet once a month


Barry Moniak - Begin With The End in Mind


Barry Moniak, Vistage Speaker and Organizational Therapist at End in Mind, helps leaders build synergistic, independent teams and systems. Barry’s specialty is helping business leaders break free from the day-to-day and keep their focus on the end goal. His method for achieving this, is to help construct a business model which can run without the leader constantly needing to keep their hands on the wheel, allowing them to build an identity beyond the workplace and more fruitfully retire. By assembling the right team, the results can be far greater and more profitable than individual efforts could be on their own. 

In his interview, Barry dives deep on the value of creating a culture of synergy. When done correctly, the sum of the whole can be far greater than its parts. Barry also talks about how exit planning should be viewed like flipping a house - you are aiming to build the best house on the block. By gradually letting go of the wheel and testing the systems you’ve built, you can ensure your company can keep running without you there and thus be more valuable to potential buyers. This information can help not only your business, but also everything about your well-being in life, you don’t want to miss Barry’s expertise.

1-Minute Sections: 
  • 3:39-4:38: Drawing analogies to business using the example of someone preparing for a backpacking trip, as well as pilots.
  • 7:29-8:23: Discusses common business goals and “what would it take to make that reality happen?”
  • 14:03-15:16: “Corporate structure, in a way, stole the heart and sole of humanity...” and Barry also redefines business.
  • 18:54-20:15: Synergy, the sum being greater than its parts, and an analogy to basketball.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Keith Brown - Family Leadership & Business Ownership


ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

Kerri Salls - Maximize the Value of Your Business (F3017)

Kerri Salls is in the business of early exit planning for owners of private and family run businesses.


Linda Yates - The Image of Distinction

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:

Tawnya Gilreath - Increase Business Value 30% in the Year Leading up to Sale

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.


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. 


Joe Seetoo - An Integrated Approach to Exit Planning

Seetoo_Joe_alxjg.jpgWith us once again is Joe Seetoo, Senior Vice President and Principal of Morton Capital Management. He has an extensive background as a chartered financial analyst, certified financial planner, and certified exit planning advisor, and works to create financial roadmaps that help his clients get the most life out of their wealth. Joe believes that a sustainable exit plan requires collaboration between all of a business owner's trusted advisors, which goes well beyond just focusing on investments or any individual area. In order to get a client where they hope to go, Joe knows he can’t be working in a vacuum and creates integrated plans tailored to each client’s goals. 

In his interview, Joe emphasizes the necessity of business owners taking the time to educate themselves, and to not underestimate the exit planning process. He sheds light on the differences between a business that generates income, and a business that is valuable to buyers. If your business can’t be conducted without you, it is time to take steps to create systems that allow it to work without you, which in turn create value. Joe also shares insight on alternative investment strategies and focusing on elements you can control now in order to ramp up your valuation. Now is the time to scrutinize your bottom line and prepare yourself for the future, listen to Joe’s expertise for integrated, practical, and sustainable exit planning strategies.


1-Minute Sections: 
  • 5:10-6:19: Understanding clients more deeply and completely, then connecting dots to get to their goals. 
  • 6:59-8:01: Alternative investment strategies to benefit individuals more broadly and securely.
  • 11:18-12:25: Identifying what we can and cannot control in exit planning - building value during Covid.
  • 17:05-18:00: Our economy depends on proper exit planning - trillions may be at stake in the near future and well-informed succession and wealth transfer is crucial.
  • 19:50-20:49: Don’t underestimate this process, take the time to educate yourself and create a proper team for successful succession.


John Brown - 3 Reasons Why It’s Harder to Exit Now Than It Was 10 Years Ago (H3117)

In this 20 minute interview, John Brown, Founder and President of Business Enterprise Institute  discusses some of the reasons why business owners put off exit planning, and why exit planning will be harder in the future for many business owners than it was 10 years ago. 




Greg DeSimone - Strategy Simplified

Greg DeSimone of FocalPoint Business Coaching discusses how to think strategically about your business and stay on track with strategic initiatives.


Janne Ohtonen - The 1 Reason Your Business Exists (C0118)


Janne Ohtonen is in the business of Customer Experiences and is going to talk about Customer Experience


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?


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


Charles Nenner - Researching the Market (I1317)

Charles-Nenner-May-2012.jpgIn 2001, Charles Nenner founded, and is president of, the Charles Nenner Research Center. Mr. Nenner has provided his independent market research to the following entities all over the world: hedge funds, banks, brokerage firms, family offices, and individual clients. Mr. Nenner worked for Goldman, Sachs & Co in NY, from 2001 to 2008. Before that time, Mr. Nenner worked exclusively for Goldman, Sachs & Co. in London, where he served as a technical analyst for Goldman’s fixed income trading group from 1998 to 2001. From 1997 to 1998, he served as the head of trading research at Rabobank International, and from 1992 to 1994, he was head of Market Timing at Ofek Securities in Tel Aviv. Mr. Nenner served as Director of Research at Windsor NY between 1987 and 1989, and was a Financial Consultant with Merrill Lynch out of its Amsterdam Office from 1985 to 1987. Mr. Nenner initiated a system of pattern forecasting and securities analysis, and developed a computer program which takes many indicators into account, including Mr. Nenner’s use of proprietary cycle analysis. Mr. Nenner graduated from Maimonides College Amsterdam in 1972, and from the University of Amsterdam Medical College, where he earned his medical degree in 1984.


David C Baker - Doing What Works


David C Baker, Principal of ReCourses, Inc., is an author, speaker, and advisor. Previously owning his own marketing firm, he found himself giving advice to other business owners a majority of the time and he pivoted aptly. For the last 26 years he’s been a management consultant to the advertising, design, interactive, and public relations fields, advising principals on making better business decisions. Dubbed the expert’s expert, David joins us with profound insight on what works in the ever-changing marketplace.

In his interview, David relates our current turmoil to that of 2008, and speculates about how things will look on the rebound. He sheds light on what changes will almost certainly be temporary, and also what is likely to stick around. David is optimistic about the critical thought and forced reinvention spurred by Covid, but also shares some aspects to be cautious of. Additionally, he shares some thoughts on what advertisers can be doing differently in order to deliver a more meaningful message. Only the strongest business owners will thrive through this, so be sure to listen to David’s critically important advice.

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Brian Kinahan - Run Your Business Like You’re Going to Sell It, Even If You’re Not!

20dc5d_70bc8015d7a1426e8a2700f35905afe9.I'm a business coach who help CEOs and business owners improve business performance and prepare for an eventual sale of the business or a generational transfer. My philosophy: Run your business like you're going to sell it ... even if you're not.

Questions Answered: 


1) Are there steps an owner can take in the short term to increase the selling price of a business? 

2) Aside from being ready for the transaction process how does financial performance affect valuation? 
3) What else can an owner do to have a significant impact on the price a buyer will pay for the business?

Contact Info: 


John Bly - Cracking the Code to Mergers & Acquisitions (G1817)

John Bly is a Co-Managing Member of LBA Haynes Strand, LLC. Today, he will be discussing the topic of Mergers & Acquisitions. 

Website: www.lba-cpa.com  Email: johnbly@lbahs.com


Jasmine Sandler - Build a Powerful Social Brand that will Lead to Business (G0917)

Jasmine Sandler is a global digital marketing and sales consultant and trainer in the areas of Online Branding, SEO and B2B Social Media. She has been the CEO of a Digital Agency since 2006, and has a niche service that she provides for CEOs and small business owners called Personal Branding Online. Jasmine recently published her 3rd book called "How to Brand Yourself Online Like A CEO" with a related Social Branding Course for business owners. 

Jim McComb - Certain Success in An Uncertain Future



Jim McComb, a Pathfinder at Wild Card Strategy, is in the business of helping others find certain success in an uncertain future. Wild Card Strategy evolved as he began to work with business owners, and found their biggest problem was dealing with future uncertainties. He specializes in working with leaders to strategically plan, develop, and execute business tactics that factor in plausible wild cards. Jim defines “wild card” as anything, either positive or negative, that may disrupt life as we know it, and therefore change the way we can do business. 

Though Jim’s interview has been resurrected from a few years ago, his information is more relevant than ever. The only thing we can be certain of is constant change, and Jim proposes that by identifying possible wild cards, we can plan ahead and prepare strategies for these events ahead of time. The most successful people are able to anticipate the future and get there before their competition does. Jim shares various examples of forethought and innovation that led to revolutions in how we do things, as well as ways of looking at negative change as an opportunity for positive growth. Additionally, Jim shares the one thing that truly drives all business, and how you can find it. Jim’s impressive foresight and wisdom may be the key to growing and adapting your business in ways you never imagined.

1-Minute Sections:
  • 5:56-6:51: In a chilling moment from the past, he talks of the ebola outbreak and how diseases can potentially affect business in the future.
  • 9:13-10:14: Defining success in your own terms as a path to becoming a “winner.”
  • 11:52-12:47: “Those who can anticipate the future and get there first are the winners...”
  • 12:58-14:13: Describes “The Crystal Ball” - the one thing that will drive all business.
  • 17:24-18:40: An example of how to find success despite the negative wild card event happening
  • 18:58-19:56: What opportunities may be created by a plausible wild card? Disruption can fuel new ways of doing business - extremely relevant to today’s crisis.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Scott Hunter - Unshackled Leadership









Scott Hunter, President of Unshackled Leadership, helps leaders reach a mindset of success and helps improve communication within the workplace. Originally starting as an engineer studying law, eventually Scott was working as an IP lawyer but couldn’t keep a secretary and lost his wife. He knew something had to change, so he became devoted to learning all he possibly could about improving his communication and life skills. In an effort to turn full-time learning into a viable career, he founded his coaching company, Unshackled Leadership. 

In his interview, Scott shares extremely valuable tips for more effective communication. When communicating, we all want to be acknowledged, appreciated, heard, and known, so the most important component of effective communication is being an empowering listener. Scott talks about the importance of turning off your own internal voice, and giving people your undivided attention. To Scott, success is based on having a group of happy, excited people working towards a clear, common vision they’ve all committed to. Scott’s information is vitally important to helping improve your own attitude, as well as employees’ perception of their workplace.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Brynson Smith - What it’s like to be a Franchise Owner


Brynson is the Director of Franchise Sales at uBreakiFix, an electronic device repair franchise.

He works with:
• Existing uBreakiFix franchisees
• Carrier dealers
• Prospective franchisees
• The franchising industry

Michael Caroff - 4 ways that website design is like songwriting


Internet marketer Michael Caroff paid his way through college (and a bit beyond) playing clubs and teaching guitar.

He then went to work for the legendary guitar company, Fender, where he started Frontline magazine, a publication he produced for 8 years. Subsequently he worked for The Phelps Group -- a full-service advertising agency -- as an account rep and later a Web production manager.

While at The Phelps Group, Michael launched an Internet marketing and development company, Caroff Communications.

For the last 25 years, Caroff Communications has produced more than 100 Web sites, and done online marketing for clients in a variety of business genres, including law, finance, medicine, retail, nutrition, and a myriad of other fields.

The company specializes in cutting edge responsive websites, as well as SEO (Search Engine Optimization) and PPC (Pay-Per-Click) marketing. As a Google Partner company, they are certified experts in digital marketing strategies and tactics.

For the last 19 years Michael has played guitar for a Santana Tribute band called Savor. His band has performed for audiences as large as 6,000 people in more than 50 different cities in California, Arizona, and Nevada.

Cameron Christensen and Anthony Faso


My guests today are Anthony Faso and Cameron Christiansen, founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. Anthony and Cameron are passionate about empowering families and business owners to create passive income and build wealth without the risks of Wall Street. 


A few areas we addressed in this interview:

Three reasons typical financial advice is flat out wrong for most investors • The million-dollar mistake: Why you should never pay cash for real estate • What is Infinite Banking, how to Become Your Own Banker • What is financial freedom and how to achieve it • How to use Infinite Banking in real estate to increase cash flow and pay less in taxes

Joe Bertotto -Building Enduring Significance through Your Strengths

BertottoJoe6ha7i.pngJoe Bertotto of CU Services, LLC, is a consultant who helps develop high care, high performance, and high accountability cultures in the workplace. Joe’s work in this field began 25 years ago and his expertise is in leadership and culture development. His goal is to help leaders create a work environment where employees feel they get to come to work, instead of feeling they have to come to work. While everyone has their own unique strengths, we all can be exceptionally bad at identifying what they are. 

Joe shares valuable insight on metrics for measuring strengths and weaknesses, as well as how this knowledge can be used to benefit the company and employees. He also explores the idea that individual well-roundedness may not be as important as we make it out to be. While weaknesses can’t be ignored, cultivating unique strengths can be potentially more fruitful. Joe’s tried and true process of helping coworkers understand, tolerate, appreciate, and eventually leverage one another is indispensable information for anyone who hopes to be a stronger team member.

Soyini Coke - Planning Pays: It’s Powerful, Practical, and Profitable (C1918)

AAEAAQAAAAAAAAI-AAAAJGExYjAxYzRmLTI0YzctSoyini Coke is the Founder and Principal of Annona Enterprises. Today, she will discuss the benefits of planning, and why it's so important for success. 

Questions Asked: 
1) Strategic Planning is very often viewed by business owners as an exercise for large businesses. How can they make it both relevant and profitable in their operations? 
2) If a CEO doesn't want to do a 50 page business plan or strategic plan, what are your recommendations for how they can get some benefits?
3) What are some of the financial results you've seen business owners get from a great plan?
Contact Info: 

Stuart Friedman - The Company is Only as Strong as Its Culture



Click here to read this episode's transcript.


Stuart Friedman, President of PMA Progressive Management Associates, is an expert on improving workplace culture. After effectively helping a Fortune 500 company build a cohesive and strategic business model, he decided to start PMA. He now focuses on helping a number of the 10 million small businesses with 1-99 employees, as this is where he believes improved culture is the most important. Stuart knows firsthand that a company’s culture can make or break their lasting success.


Now more than ever people are concerned about what is in it for themselves. In order to appeal to everyone, we must speak in a way that they will truly hear. Stuart dives deep on his concept, “The Relevance Factor” and discusses how business leaders can use it to establish a more ubiquitously understood culture.  He also shares tips for people who may not own a business, but wish to enjoy their current job more. Stuart outlines some common misconceptions that lead to misunderstandings and lack of top-to-bottom alignment. A company will be most successful when its whole team is in line with the target and communicating effectively, be sure to listen to Stuart’s insight on improving your workplace culture.


1-Min Sections: 

  • 5:47-6:47: People are not mind readers, leaders need to develop a culture rich in communication in order to get strategic success
  • 8:02-9:14: Thoughts on inherent bias of people’s preferences/choices
  • 9:33-10:34: Mistakes commonly made in communication with employees
  • 12:04-12:58: Example based on telephone game
  • 22:50-23:55: Break Free From Job Jail - tips for both employees and employers

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