Exit Coach Radio

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Lee Schwartz - Driving Profitability Through Operational Excellence (D0718)

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  

Paula Aragone - Fix it Before you List it! (C2818)

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Paula Aragone discusses making the most of your property listing, including determining asset value and developing marketing strategies. 

Contact Paula:
Work Phone: 714-366-6117
Email: Paula@PaulaAragone.com
Website: www.PaulaAragone.com
 
Help Paula 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  

Linda Duffy - Increase Your Human Capital ROI (C2218)

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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.

Help Linda 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  

 

Sam Kohn - Fast Cash - Where To Turn When You Need Access To Cash Quickly - (D0318)

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Sam Kohn, CEO at National Equity Funding, discusses loan tactics, including obtaining appraisals, consultation, and exit strategies. 
 
Help Sam 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  

Dr. David Leonardi - The Technology of Aging and the Prevention of Age-Related Diseases (D0218)

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Dr. David Leonardi of the Leonardi Institute in Lakewood, CO, talks about the current state of medical technology and how it is helping us live longer, healthier lives.

Questions discussed:

1. That sounds like a lofty goal and, with all due respect, causes one to wonder if it's actually achievable. Can you expand on your methodology and the technology you use?

2. In terms of lifestyle can you share something with our audience aside from the traditional preventive information that's easily found elsewhere - something unique that they can put to use now?

3. What about for those listeners who might not be disciplined or motivated to change their lifestyle. Why isn't there a longevity pill that will allow us to have our cake, eat it too, and still live longer?

Contact info:

Email Address drleonardi@leonardiinstitute.com

Website www.leonardiinstitute.com

Bonus info:

Book: Alzheimer's, Memory Loss and MCI: The Latest Science for Prevention and Treatment. Yes, it's onAmazon or can be ordered at your local book store.

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  

 

Jim Doty - Exit Planning from a CFO’s Perspective (D0318)

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Jim Doty of Doty Consulting talks about client situations he has encountered and exit planning readiness from a CFO's Perspective.

Help Jim 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  

Mark Neilson - Pinpoint Foundraising (D0118)

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Mark Neilson is a Managing Partner at Accretive of San Diego. Today, Mark will discuss PinPoint FOUNDRAISING, a quickly emerging alternative fundraising program that creates a win-win scenario for donors and their corporate/business supporters. 
Questions Discussed:
 
1) What is the evolution or purpose of PinPoint FoundRaising?
2) Why is this approach needed in the nonprofit community?
3) Where do you see this program going in the future?

Contact Info: 

Email Address: mark.neilson@accretivesandiego.com

Website: www.accretivesandiego.com


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  

Jeff Socha - Financial Education for the Next Generation of Owners

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Jeff Socha of Ark Financial Group discusses the value of financial education for up and coming business owners.

Rich Cocuzzo - Why Companies Hire Fractional Sales Leaders

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More and more, companies are hiring "experts as needed". Rich Cocuzzo, of Sales Velocity Advisors, explains how Business Owners can benefit from hiring Fractional Sales Leaders.

Vince Mastrovito: Family Compensation

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Vince Mastrovito of Prometis Partners is a frequent guest. Today we discuss the sometimes touchy subject of family compensation issues in a closely held business.

Joseph Nazarian - How an injured person can get help with no out of pocket costs

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Joseph Nazarian shares tips and ideas that, if you or someone you know has been injured, you need to know! http://www.NazarianLawFirm.com

George Bandarian - How I grew my company 10x prior to sale

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When George took over the family business, he started on a journey to 10x the value of the business and sell it. Here, he discusses how he did it.https://www.georgebandarian.com/exitcoach

 

 

Patrick Renvoise - How to be more persuasive

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Patrick Renvoise, Co-Founder of SalesBrain and co-author of "The Persuasion Code", shares more interesting research and insights as to how we are persuaded to make decisions and why you need to know about it.

Vince Mastrovito - Family Business Culture and Why it Matters

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Vince Mastrovito of Prometis Partners is a frequent guest - here he shares ideas on family business culture and what you can do to create a culture that lasts.

John Warrilow - How to avoid Business “Seller’s remorse”

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Best-selling author ("Built to Sell") John Warrillow is back with new research that 3 or 4 business owners who sell regret their decision just one year after sale. He has developed a new assessment tool to help you beat the odds that is available at PREscore.com

Michael Alan Tate - Navigating the top 5 challenges when changing careers

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Michael Alan Tate, author of "The White Shirt - Find Your Peaceful and Life-giving Career at Any Stage of Life", discusses how people of all ages can prepare successfully for a career move.

Harley Bjelland - Review Your Employee Benefits Regularly (D0618)

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Harley Bjelland is a Top Employee Benefits Attorney providing counsel for retirement plans, health plans and executive compensation plans.

 
Questions Answered: 
 
1) Why do people need a benefits attorney?
2) What kinds of things do you help people with?
3) What are the worst examples of problems with clients?
 
Contact Info: 
 
 

Help Harley 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  

Chris Kramer - Your Exit is Coming - Will You Be Ready? (D0518)

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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.

 Help Chris 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  

Tim Templeton -Content Marketing Strategies That Will Grow Your Businesss (D0318)

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Tim Templeton of Templeton Interactive shares tips and strategies to grow your business and discusses the hottest trends in social media today.

Help Tim 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  

Scott Robertson - Every Little Thing You Do Is Branding (C2018)

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In this 20 minute interview, Scott Robertson, President & Founder of Robertson Communications, discusses how to create a Brand that captures your customer's emotions. Scott has an extensive background in branding and shares numerous tips and ideas that you can start putting to work in your business today. 

Help Scott 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  

 

 

 

 

 

Chris King - Increase the Emotional Quotient of Your Business (D0318)

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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. 

 
Questions Asked: 
 
1) What is an "issue resolution specialist/authentic presenter?"
2) What is the biggest problem with most companies today?
3) How can companies really differentiate themselves in a commoditized world?
 
Help this Guest 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  
 
 

Martin Staubus - Stocks, Owners, and Employees (C2518)

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Martin Staubus is a Consultant for the Beyster Institute at the Rady School of Management. The Beyster Institute is a nationally recognized center of expertise in employee stock plans. Mark focuses on: 1) structuring ESOPs so business owners can liquidate equity on highly tax-favored, flexible terms; and 2) creating equity participation programs that use stock options, restricted stock, or other forms of equity compensation to attract and motivate employees.

 

The Beyster Institute at UC San Diego is the nation's leading university-based center of expertise on employee stock programs. They provide advisory services to business owners who are interested in monetizing some or all of their equity value through an ESOP (employee stock ownership plan) - a program that allows an owner to sell any portion of his stock to his employees, generating tax savings that can actually exceed the value of the stock being sold. The institute also advise on the design and implementation of equity participation programs that use stock options, SARs, restricted stock grants or other forms of equity compensation to attract, retain and motivate employees, and align the team's focus on driving the success of the business.
Contact Info:
 
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
 

John Ayling - Shortage of Financing Capital (C2418)

John Ayling is the CEO of LD Holdings. He is in the business of acquiring small to medium sized businesses owned by Baby Boomers who do not have succession orexit plan strategies. 

Questions Answered: 

 

1) What does the overall landscape look like for Baby Boomer Biz owners over the next 15 years? 

2) Why has financing shriveled up over the last 8 years?

3) How can LD Holdings assist these Baby Boomer Biz Owners with an exit strategy? 

Contact Info: 

Website: www.ldholdings.com

Email: glenn@LDHoldings.com

 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com
or visit www.Ersi.biz
 

Brad Leggett - Developing a High Performance Sales Team (C0718)

brad-leggett1.jpgBrad 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.


Questions Answered: 


1) What drew you to this line of work?
2) What advice would you give an entrepreneur/CEO who needs to establish a sales team?
3) What are the most common challenges you see companies encounter with their sales teams as the company grows?

Contact Info:

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com
or visit www.Ersi.biz
 

Andy Saks - How to Create Great Trade Show Booth Interactions (C2618)

10e936a.jpgAndy is in the business of delivering professional trade show booth talent and training that help companies make their booth investments pay off, and is going to talk about ways to help your booth staffers attract, qualify, pitch, and stay connected to as many of your best prospects as possible.


Questions Answered: 

1) Why does it matter how your staffers behave at the booth?
2) What's the key to creating a great booth interaction between your exhibit staffer and a show attendee? 
3) What two personality traits must you exhibit to help you create that great booth interaction?

Contact Info: 

 
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

 
 

Craig Redler - Do you need a Personal Retirement Account?

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Craig Redler of the Jeffrey M Verdon Law Group discusses a little known but very important strategy for business owners.

Jim Mosquera - Financial alternatives for your business

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Jim Mosquera of Sentinel Consulting shares insights and tips about today's financing marketplace.

Art Matthews - When to call an Attorney to collect monies owed

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Art Matthews of Matthews Law Firm, Inc. shares tips ideas and precautions regarding Collections.

Vince Mastrovito - Why you can’t take the “personal” out of business

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Vince Mastrovito of Prometis Partners once again shares valuable insights for closely held business owners.

Exemplify Ethical Behavior - Russ Williams (C0518)

In this 20 minute interview, Russ Williams, Founder of the Passkeys Foundation and the Ethical Edge, discusses several thought and ideas about the importance of the business community adopting and teaching ethical behavior. A very thought provoking and brilliant interview.

The interview was conducted by David Elliott, President and CEO of the Santa Ana Chamber of Commerce, on "The Chamber of Commerce Corner" a feature of The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

 

Renee Towell - Is your brand holding you back?

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Renee Towell of Towell Media shares tips and insights about the importance of branding.

Molly Grubb - Be prepared so your family doesn’t suffer

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Molly Grubb, Founder of Grubb Wealth Management, discusses how you can work on your business to create a dynasty and prepare for a successful sale or transition.

Heather Dominick - Are you a highly sensitive entrepreneur?

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Heather Dominick of BusinessMiracles.com discusses what it means to be a highly sensitive entrepreneur and what you can do to unlock your great potential.

Peter Tentler - Reverse Mortgage Myths and Opportunities (C1618)

 

 

 

 

 

 

 

In this 20 minute interview, Peter Tentler of Liberty Home Equity discusses some of the myths and misunderstandings about Reverse Mortgages, and discusses some of the applications for Business Owners and Retirees to improve their cash flow. Contact Pete at 858-999-1776  

 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com
or visit www.Ersi.biz
 

Katharine Halpin - 3 Keys to Accelerating Growth Quickly and Sustainably (C2118)

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Katharine Halpin is in the business of accelerating the growth of companies before, during and after transitions and transactions. 

Questions addressed:

What is the #1 thing Business Owners can do to accelerate the growth of their company before they prepare for the sale?

When is the 'right time' to tackle that?

How in the world do you know if you do or do not have the right people in the right roles, focused on the right priorities?

Special Offer! Complimentary, Confidential Consultation available for anyone who hears this message. Just call Katharine Halpin at 602-266-1961 or email K.Halpin@HalpinCompany.com  or go to our website www.HalpinCompany.com  My book, Alignment for Success: Bringing Out the Best in Yourself, Your Teams and Your Company is available on Amazon.

 

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

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: 
 
  
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com
or visit www.Ersi.biz
 

Isaiah Leslie - Knowing the Why in What You Do

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Isaiah works in litigation support, providing court reporting, videography and trial technology solutions to law firms, in-house legal departments and corporations throughout the US. 

Questions Answered: 

 

1) Can you explain your topic title in a little more detail?

2) What advice do you have for someone outside the law? 

Contact Info: 

Website: www.regalcourtreporting.com

Email: isaiah@regalcourtreporting.com

Show host  Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz

 

Andrew Singer - Legal Policies in the Workplace (C1718)

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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

 
 

Diana Henderson - Employers Behaving Badly - Change Your Behavior and Change Your Workers Comp Pain (C0918)

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The Henderson Group is a risk management consulting firm that is in the business of reducing and controlling our client's workers' compensation costs. But we do not broker or sell insurance.

Questions covered:

What is the most common misconception that employers have about reducing the cost of workers' compensation? How can the listener avoid or overcome this obstacle to successfully achieve this outcome? When should a business owner reach out to you for help?

Listeners can receive a complimentary copy of my book, Employers Behaving Badly: Change Your Behavior and Change Your Workers' Comp Pain along with a 15-minute assessment call with me to explore how The Henderson Group can act as a risk management partner and save only on workers' compensation costs.

 

Contact info:

Diana@thehendersongroup.net

Phone: 949-417-5722

 

 
 

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

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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

 

Wendy Hooper - How Real Estate Fits into An Estate Plan (C1418)

wendy_hooper.jpgWendy Hooper is a residential real estate market specialist. Today, she will discuss how real estate fits into an estate plan. She often urges her clients to buy homes that would have strong resale, even if they do not plan to sell anytime soon. The unexpected has a way of happening.
 
Questions Asked: 
 
1) Do I reduce my commissions?
2) Why stage a home?
3) Why is it a red flag if a listing agent insists on being present for every showing of a home being sold?
 
Contact Info: 
 
 
 
 

Your IP Structure Can Enhance Your Retirement - Mark Goldstein (C0618)

In this 20 minute interview, Mark Goldstein, Attorney at Law, SoCal IP Law Group LLP discusses how to look at your IP as an asset to increase your return when selling your company.

 

 

Michelle Tillis Lederman - How Relationships Drive Business Growth (C1218)

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

Peter Mehit - Three Things to Avoid When Launching a Business (C0418)

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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. 

 
 

W. Bailey Smith - The John Wayne Problem and the Bing Crosby Solution (C1018)

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W. Bailey Smith is the "Trust Doctor", an Estate Planning Attorney with Tredway, Lumsdaine & Doyle, LLP. Over the past 40 years he has been practicing law he has drafted over 6,000 Trusts and has seen it all. He discusses some of the planning problems and solutions he has handled over the years.

Contact Bailey at bsmith@tldlaw.com