Exit Coach Radio

T. Phillip Boggess - Start With The End in Mind (K1017)

T. Phillip Boggess of TPB Financial discusses the necessity of thinking of your future when starting a business.

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!

Transcript: 

Bill: Where do you start to plan when you have a new business? Here's T. Phillip Boggess. 

T: Almost everyone, when they start a business, wants limited liability, so let's make sure that we create the entity that's gonna have limited liability so we aren't opening the door for any litigators to pierce the corporate veil. At the same time that's happening, we have to plan our exit strategy, because trying to plan for that later is too difficult. So we need to create some sort of buy-sell agreement or some other way for these business owners to know, when it comes time that I want to leave or that I have to leave, that here's how it's going to work. It's going to protect everybody, it's going protect people who are staying in the business, because they're going to get to have the business and run the business as they are without necessarily being in business with their former partner's family, and it's going to protect the former partner's family because if something were to happen to him or her, it makes sure they are going to get what they deserve. 

 

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Jack Bass - Your Business, Your Franchise (K0917)

A 1 minute excerpt from a recent interview with Jack Bass. Hear the full interview by entering 'Jack Bass' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!

 

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Joan Pounds - Getting Your Message Out Correctly (K0817)

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!

Joan Pounds of Monetization Magic discusses how she helps internet-based businesses get started.

 

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Bill Lilliquist - Have An Elevator Speech Ready For Every Size Building (K0717)

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!

Bill Lilliquist of Welcome Sales Services Inc. and Springboard Business Consulting and Coaching  discusses the importance of always being ready when a marketing opportunity presents itself.

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

 

Meet Family Business Conflict Head-On for the Best Outcome (1m) Jeff Karges (K0517)

Jeff Karges, Partner - Relationship Matters Consulting Group discusses his experience in dealing with family business dynamics, and that the best way to tackle the issues is head-on.

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John Grace - There Goes the Neighborhood (K0417)

John Grace, President, Investor's Advantage Corp. discusses a trend in housing that suggests that "bigger is not better" for the future.

Transcript: 

John: All of us bought the big house in the same 20 year period. Well, let's see, that means that the eldest of the Boomers are 68, the youngest is 50, what's going to be next? Is it reasonable, in your opinion, that if we roughly bought all of the big houses on the big lots in the same 20 year period that we might be getting out of those houses, for various reasons, in a similar timeframe? It's reasonable to me. So, what we're saying is, to those, like I say the 50, 60, and 70 year olds, put paint on that thing and sell it, put that house up for sale, get your cash, do not wait, because you may find that we're in the beginning of another downturn, as far as real estate, that might be more than 10%, it might be 30%, and who would like to see that happen again when you need the money? 

 

 

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Steve Beatty - Put Away the Cookie Cutter - This is a Custom Planning Job (K0317)

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!

Transcript: 

Bill: One things for sure, when you're planning your exit strategy, a cookie cutter approach is just not going to cut it. Listen to this expert advice from planner Steve Beatty. 

Steve: You've got to look at what the owner's particular needs are, what their particular situation is, what their goals, and what their fears are. You've got to take all that into account and come up with customized solutions. A solution that we've used a lot, that I think is underutilized, is an ESOP. The benefits of having a readymade market, the employees of the business, to enjoy the tax benefits that ESOPs can provide, and create a lot of potential wealth for those employees, it's a win-win solution that I think a lot of people don't use because they simply don't understand how it works and what the benefits are. 

 

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Buck Blanton - When You Sign as 401k Trustee You are Responsible and Liable (K0117)

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!

Buck Blanton of ECM Group discusses the importance of being aware of your responsibilities when you sign as a Trustee for a Retirement plan.

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Joe Siecinski - Reclaim 8 Hours in 8 Weeks So You Can Work on Your Business (J3117)

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!

Transcript: 

Bill: You know, a lot of business owners would probably start the planning process a lot earlier if someone talked to them with the clarity of this gentleman. Listen to expert planner Joe Siecinski. 

Joe: By far, the biggest challenge that I see, is time. I mean, the foundation for any business, you've got kinda four pillars of your businesses. It's Time, how you use your time, your Destination, where you want your business to get to, you can't get there if you don't know where you're going, Delivery, which is about consistency in the delivery of your product or service, and Knowing Your Money. Before we can do anything, we've really gotta free up some time. So, I have a system called the Small Business Countering System, which is in my book, called Brain Share, and I really try to get 8 hours back in their work week, then we can start working on the business. So, I almost always start with getting some time back in your business, so we can work on the business.

 

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Terry Hawkins - The Road to Mastery (J3017)

Here's a 1 minute preview of today's featured Guest. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!

Transcript: 

Bill: Hey, Terry, tell us about, what do you think is the biggest obstacle to people achieving their goals? 

Terry: Well, I think, it's actually being really clear about what your goal is. I mean, if you ask people, "what do you want to achieve?" it's quite general or they'll tell you what they don't want to achieve. And, of course, I started to study the neurosciences and the patenting of people's behaviors and why they got the results that they got. And, you'll quite often find that people focus on what they don't want, and of course when you do that, that's what you'll draw more to you. So, I really believe that it's actually about being really clear about what you want, and then doing whatever it takes. I did some research years about about what stops people from moving into mastery. So, whether it's sales, management, leadership, parenting, sports, it doesn't matter what it is, how do people go from the honeymoon phase, and that's the first phase of when we get a buzz, where we're feeling really uplifted, you know it's just like a relationship, it's all fun and bells and whistles. And then of course you move into the next phase which is routine, and people succumb to the boredom of routine, they buy into that. And instead of reframing it and seeing it as, the more routine I get it, the more patenting in the brain grabs it, the more proficient I'll become, they want to jump back into the honeymoon phase, and so they don't go deeper. And if you stay in the routine long enough, you'll eventually move into mastery, and I would suggest that people actually show their people how to get addicted to the routine part, and how do you do that? Well, you get them to fall in love with the process of what they're doing, not the result. 

 

 

 

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Preview: How to be in Business with People you Love Without Hating Them (1m) Janna Holberg (J2917)

Janna Hoiberg of Harvest Business Coaching discusses some of the challenges that family businesses face, and strategies for dealing with them.

 

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Harry Dent - 1 minute interview excerpt (J2717)

Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.

Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”

Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).

In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.

In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.

In The Great Crash Ahead (2011), he outlined how the next great crash is likely to unfold in the coming months. He explained why there is nothing the government can do to protect us as deflation takes hold of the economy.

He also recently finished his book, Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, an information-packed guide for any serious business owner.

Harry’s latest book, The Demographic Cliff – How to Survive and Prosper During the Great Deflation of 2014–2019, shows why we’re facing a “great deflation” after five years of stimulus — and what to do about it now.  Get your copy here.

 

 

 

 

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Dan Yount - Owners & Business Management (J2617)

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!

 

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Mark Kravietz - Working After Retirement (J2517)

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 listen to all of their interviews!

Transcript: 

Mark: Retirement has taken on all different kinds of definitions. What I've seen more recently is, people are leaving their job, and they're not fulfilled with just sitting at home, they really want to get back into business life or some other volunteer work. So, they're taking on a different or second career. So, people are leaving they're work, but coming back to work. To give you an example, I was at a fair with my family and I saw my cousin. He had recently retired, and I walked over to him and said, "Hey, Bernie, how are you doing?" He said, "Oh, at first it was horrible. I hated it, absolutely hated it! But now, it's great." I said, "really, what changed?" And he said to me, "I went out and got a job." 

 

 

 

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Frances Kinney - Connecting Youth for Conservation (J2317)

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!

 

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Bill Anton - Leadership Transformations that Effect Change (J2217)

Bill Anton of CEO Effectiveness discusses leadership characteristics in a knowledge based economy.

This is 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 sell all of their past interviews!

Transcript: 

Bill B.: What are some of the challenges for leaders in this knowledge based economy? Here's CEO coach Bill Anton. 

Bill A: The person that has the most influence over the entire organization is the person that leads the organization, and transforming that person exponentially influences change. My training as a psychologist, my understanding about the kinds of organizations that are gonna be successful in the future, are gonna be organizations that realize that knowledge is their product, and that knowledge can only be created by enrollment, not by compliance. And so, the task of the leader of the future is to transform the people that work in the organization so that they want to give their best, and so that they're willing to offer ideas and perspectives that create knowledge and innovation for the organization. 

 

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Mark Jaffe - Open the Door: There's an Opportunity Knocking (J2117)

Mark Jaffe of Strategic Growth Consulting discusses the necessity of taking time to think "out of the box" to drive your business value.

 

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Dave Linden - What NOT to bring to the OC Largest Mixer 3/18 (1.5 minutes) (J2017)

Dave Linden is the Founder of the Largest Mixers in Los Angeles, Orange County, and the Inland Empire of Southern California and Las Vegas, NV. The OC Largest Mixer is March 18th at the OC Fairgrounds. Tickets and Booths can be purchased at www.OCmixer.com.

Here he offers a brief tip for how to be a classy networker and what NOT to bring.

 

 

 

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Scott Hamilton (1m) from the Business Sustainability Radio Show with Josh Patrick on 12-12-2014 (J1917)

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

 

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Lyn-Genet Recitas - 1 minute preview (J1817)

Here's a 1 minute preview of our Guests' full interview.

 

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(1m) Cathy Daugherty - The Number 1 Factor in Health Insurance for 2014 (J1717)

Cathy Daugherty, Partner, Moore Benefits Inc. discusses the importance of researching your Network coverage when considering heath insurance for yourself and your employees.

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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Employee Assessments Don't Tell the Whole Story But They Can Be a Useful Tool - Michel Zelnick (1min) (J1617)

In this 1 minute highlight, Michel Zelnick, Founder of The Zelnick Group, discusses how employers can use employee tests to assess how well the employee and the rest of the team may interact.

 

 

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Tawnya Gilreath - The Importance of Owner Expectations when Selling Your Business (J1517)

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!

 

Tawnya Gilreath of LA Business Pros talks about the importance of understanding and communicating your expectations when meeting with Business Sale Advisors. To find Tawnya's other interviews type her name into our search bar.

 

Tawnya: Some of them are ready, and some of them are saying, you know what, I’m just done, it doesn’t matter, you know, I’m just burned out, get what you can for it and just put me on the market and get me out of this business. First step, actually, is to meet with them and see if we want to do business with them. Secondly, we do a business valuation, and we’re gonna ask them for their last three years of tax returns, PNLs, balance sheets. If it’s manufacturing, we want to know what their back log of orders are, so there are a lot of factors that go in to that valuation, and then we’ll talk to them again and say: based on the data you provided, this is what we believe we can put the business on the market for to get it sold. Now, if I tell them it’s worth $1.2M, and they say, oh no I have to have $5M to retire, then I just say, okay fine, alright, now you’re at $1.2M. So, it’s kind of like, if you know you want to be in Disney world, that’s great, you need to know if you’re starting from Minnesota or Texas, because it’s two different routes. 

 

 

 

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Tony Pelusi - Change Often Starts With a Difficult Conversation (J1417)

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!

 

 

Transcript: 

 

Tony: I get a call from a gentleman, he wanted to know if I can come in and talk to him and his partner, and I was pleased to do that. When I got there, I found out they were having their best year yet, financially, but their worst year personally. The business was 20 years deep and they had lots going for them, but the fun was gone. And they hardly talked to each other inside the office anymore, let alone outside the office. They wanted to know if I could help, and I told them I would, as long as they were willing to think outside the box. So we did some investigation and identified their goals, and we created a plan that we could put into effect. And the first, and most important, piece was for them to have the conversations that they so often avoided even though they knew they were going to be helpful, because they were uncomfortable. So I was able to facilitate discussion and get them to open up, and that really caused their relationship to warm up and flourish. Then, we turned to some of the different things, the procedural, and logistic, and strategic concerns within the business. 

 

 

 

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Harry Dent - 1 minute interview excerpt (J1317)

Here's a 1 minute highlight from an interview with Harry Dent. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

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Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.

Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”

Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).

In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.

In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.

In The Great Crash Ahead (2011), he outlined how the next great crash is likely to unfold in the coming months. He explained why there is nothing the government can do to protect us as deflation takes hold of the economy.

He also recently finished his book, Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, an information-packed guide for any serious business owner.

Harry’s latest book, The Demographic Cliff – How to Survive and Prosper During the Great Deflation of 2014–2019, shows why we’re facing a “great deflation” after five years of stimulus — and what to do about it now.  Get your copy here.

 

 

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

SPECIAL EDITION: Dee Elliott invites you to the NAWBO Golf Tournament 5/21 (J1217)

Dee Elliott, President of the OC Chapter of NAWBO, briefly describes the organization and invites Participants and Sponsors to get involved in their upcoming Golf Tournament 5/21 at Tustin Ranch Golf Course. For more info click here or visit www.NAWBO-OC.org

 

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Paul Karofsky - Keeping the Legacy Alive (J1117)

Here's a past highlight from one of our Guests. Find their full interview at  

 

Transcription:

Bill: What are some of the biggest challenges facing family businesses in their management transition? We asked Transition Consulting Group’s David and Paul Karofsky for their thoughts regarding this topic.

Paul: As the Baby Boomers are coming of age and getting a little bit older, as the next generation is starting to get a little bit older and come into that leadership position, this transfer of not only monetary wealth, but you’re talking about the businesses, the assets, whatever it might be, there needs to be a plan to transfer that seamlessly. To my Dad’s point, the more planning you do when you talk about it, as to what that transition of ownership looks like, what does that transition of leadership? Those two are not the same, they can be similar at times, but they can be mutually exclusive, as well, but until you really have a plan as to how you transfer that business from one generation to the next, it’s very difficult to do it. 

 

 

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Rickard Hansson - Capture Your Company's Water Cooler Knowledge (J1017)

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!

 

 

Transcript: 

 

Rickard: Everything a country has invested until today, in terms of IT systems, is something to support the formal knowledge and the business process and stuff like that. And what we are trying to do is connect the formal knowledge and the informal knowledge within a company. The informal knowledge is in our heads, you know, the water cooler effect: when I’m standing by the water and I ask a random question to a random person and I find then answer. That’s what we’re trying to transfer in the company, so you can talk to the community, so to speak, but in this case, the community is your co-workers.

 

 

 

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Harry Barth - Pre-Sale Protection Can Mitigate Post-Sale Remorse (J0917)

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!

 

 

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Mahyar Ghassemian - Common Contractor Mistakes (J0717)

A 1 minute excerpt from a recent interview with Mahyar Ghassemian. Hear the full interview by entering 'Myar Ghassemian" into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!

Mahyar Ghacssemian, was admitted to the California State Bar in 1999. Mahyar has a Masters’ degree in Physics from California State University, Long Beach and obtained her Juris Doctor degree , graduating cum laude from Western State University College of Law in Fullerton, California. While in law school Mahyar was invited to the California Court of Appeal in Santa Ana where she honed her research and writing skills as an extern for Presiding Justice, David Sil

 

 

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Should I Form an S Corp or LLC? (1m) Elissa Warantz (J0617)

Elissa Warantz. Mentor with SCORE OC (Orange County), discusses Business Law Basics. Elissa is a practicing attorney and can be reached at www.EWlawoffice.com and in addition you can find two free downloads that she authored that are available on the SCORE OC Facebook page concerning business law.  The links are:  http://a.pgtb.me/w7rSZm ("5 Ways to Stop Someone from Stealing Your Online Brand") and http://a.pgtb.me/vHmLMs ("3 Legal Things Every Website Should Have").

 

 

 

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ESOP - Employee Owners Will Drive Company Value If You Explain It Right (1m) Martin Stabs (J0517)

Martin Staubus, Consultant - Beyster Institute at the Rady School Management discusses one of the side benefits of ESOP plans - pride of ownership among employees who now have "a stake in the outcome".

Read the rest of this entry »

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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How a Financial Architect Would Build Your Planning House (1m) Heath Goldman (J0317)

Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, offers brief tips to business owners who are starting to get ready for their exit planning phase.

 

 

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Preparing for Your Encore Career (1m) Marc Camras (J0217)

Marc Camras, President, MVision Consulting discusses some of the factors that go into deciding what makes for a good fit when thinking about a new business opportunity for the next chapter in your life.

 

 

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Mike Fischer - Exit Planning (J0117)

Host: Steve Beatty. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

 

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Patrice Sebastian - Business Valuation Enhancement (I3017)

A 1 minute excerpt from a recent interview with Patrice Sebastian. Hear the full interview by entering 'Patrice Sebastian' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!

Scott Bulloch - Private Equity Management (I2917)

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!

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Transcript

Scott: A private equity buyer may not be the highest buyer, a strategic may actually pay more. A strategic may pay a premium. The challenge is, like you just said, if you’re a business owner, do you really want to go to your competitor and expose your business? Now, as a private equity firm, it is necessary over a certain period of years, that the private equity owner will want to sell that business. It’s not a flip, but it is preparing a business for an eventual second’s transaction. That could be considered a con to some business owners. Another negative is sometimes a private equity firm could have really good intentions, without strategy and strategic insight, and it just doesn’t materialize. Sometimes we think that we’re smarter than we really are, and once we get in there we don’t have as much strategic value as the seller may have thought we had. That is a risk that the seller needs to be aware of. 

 

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Communicate What You Value versus What You Sell - Michael Weisman (I2717)

Michael Weisman, Founder - The Values Institute   discusses the benefit of creating a brand that you can stand behind because it is built on values, not just products.

 

 

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Will Phantom Stock Motivate and Retain Your Employees? - Harley Bjelland (I2617)

Harley Bjelland shares a quick tip about creative ways to retain key employees. Find his full interview with the search bar.

 

 

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When Conflict Starts the First Step is to Slow Down - Michel Zelnick (I2517)

Michel Zelnick, Founder of The Zelnick Group, discusses the importance of taking other first steps toward harmony.

 

 

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Maybe It Is Not The Right Time, But It Is The Best Time - Jeff Karges - (I2417)

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!

Jeff Karges, Partner - Relationship Matters Consulting Group discusses his experience in dealing with Family Business issues. While is may seem that there is never a "right time" to address some issues, in fact the best time to start the solution is right now.

 

 

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Don't Let Your Business Sale Fail - Heath Frantzen (I2317)

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!

 

 

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

 

Theresa Oatman - Are Your Stock-Based Plans Legal? (I2217)

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Theresa Oatman is the CEO of Stock Connections, which helps Private and Public companies to get and keep their Stock Option, Restricted Stock, and Employee Stock Ownership Plans in compliance with SEC, IRS and Financial Accounting Boards. She offers her expert advice and tips and precautions.

Transcript: 

Bill: So, you want to reward your employees with stock? Well, there's a few things you ought to know, here's Theresa Oatman. 

Theresa: Equity compensation is considered a benefit for the employee, and it's like at the hub of a wheel, where it touches on so many departments internally as well externally: finance, legal, payroll, the SEC, IRS, and that's not even to mention all of the international countries. In the last 10 years, other countries have figured out, "oh, there's wealth to be made, here." Now, they're all coming up with all of their rules on how to tax it, and some is taxed and grant date, some is taxed later. So, you even need to know those kind of rules before you even grant to somebody in China or the UK, every country has different rules. 

 

 

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Andrew Karlen - Determining the Value of Your Business (I2117)

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Andrew Karlen discusses determining the value of your business and the best way to determine its growth. 

Transcript: 

Andrew: Many of us would say, that business owners, for them, the business is really the first child. So, they think it's worth a lot, and they may be disappointed by the results, but at least they have the results. But it goes the other way too, "I don't think my business is really worth much, you know, a few trucks and file cabinets," and they don't realize the going concern value of the business. So, it does come both ways, but probably more likely, a little disappointment, but at least they have something realistic. And more importantly, I should say equally as important, they find out why it is not worth more, so if we have to grow the value of the business, we know things that we need to work on, because the valuator may have pointed those things out to us. 

 

 

 

 

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John Grace - It's a Numbers Game (I2017)

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!

John Grace, President, Investor's Advantage Corp. discusses the demographic trends ahead.

 

 

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Laura Carnes (1m) from the Retirement Matters Radio Show with Buck Blanton (I1917)

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

 

 

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

Pat Kramer - Writer for Hire(R) 1 minute video (H1817)

Pat Kramer explains how she helps her clients gain more visibility and leave a legacy.

 

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How are you Managing Your Inventory? (1m) Karen Boyd (H1717)

Karen Boyd of SCORE provides a one minute tip. Find her full interview via the search bar.

 

 

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Audrianne Adams-Lee - Where Did This Claim Start In The First Place - 1m (I1617)

Audrianne Adams-Lee if HR Network Inc. discusses her many pearls of wisdom to minimize Worker's Comp claims to your Business.The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer 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