Exit Coach Radio

Ben Griffin - Exit Strategies: The Mental Game (H0417)

Ben Griffin is the Chief Visionary of CEOIQ, a company that provides Executive Coaching, Peer Advisory Group Programs, Strategy and Team Alignment workshops for Entrepreneurs and their Leadership Teams. 

Questions Asked:

 

1. How long does it take to plan and execute an exit? 

2. What's the biggest mistake you see entrepreneurs make when preparing to exit their companies?

3. What can entrepreneurs do to better prepare for the 'mental side' of an exit? 

 

Contact Info: 

 

Email: ben.griffin@ceoiq.com

Website: www.ceoiq.com 

 

 

 

 

 

 

 

Stephen Lynch - How to Create a Business That Can Outlive the Owner (K2817)

Stephen Lynch is the Head of Strategy and Consulting at RESULTS.com and 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 best management book in the USA’s 2014 Small Business Book Awards. Stephen has had articles published in The Economist, and writes a weekly email newsletter that has over 40,000 business leader subscribers around the globe.

His company RESULTS.com provides management dashboard software to help you to engage your employees - and achieve your company goals faster. The software helps companies to track KPIs, Projects, Tasks and run more effective meetings to drive better results

Questions Answered: 

1. What are the main ingredients that go into creating a compelling company vision?

2. How do you engage employees to want to give more than the bare minimum?

3. What is the key to creating an enduring company culture - one that can outlive the owner’s involvement?

Contact Info: 

Website: www.results.com

Email: stephen.lynch@results.com

 

 

Andy Gole - Urgency Based Selling

To Read This Episode's Transcript: Click Here

Back with us again is Andy Gole, of Urgency Based Selling. He’s been helping business owners improve profitable sales for the last 27 years. Andy is also a Vistage member, is the author of “Innovation Now,” and has a storied history in all areas of selling. He has important information regarding sales during Covid to share.

In his interview, Andy discusses some reasons why you should still be reaching out to your clients, despite the current crisis. He explains the idea that if you may be able to help them succeed, there is no reason you shouldn’t reach out. Andy gives powerful insight on the power of creating a sense of urgency when selling and discusses the central paradox of selling. Additionally, in light of the increasingly virtual world, Andy also has some tips for more successful email campaigns. Don’t miss out on Andy’s powerful tips that will help you increase your sales.

1-Minute Sections:

• 5:28-6:32: The central paradox of selling.
• 7:26-8:28: Payments in Kind and how they can help level the playing field.
• 10:27-11:31: When you should reach out to your clients, specific to Covid considerations.
• 16:25-17:21: The economic return and the “Double Slingshot.”

 

 

Vince Mastrovito - Why Do Owners Stay Too Long?

To Read This Episode's Transcript: Click Here

Back with us once again is Vince Mastrovito, Exit Planner at Prometis Partners. Vince is a serious succession planner: he’s a certified business exit consultant, CBEC, a certified exit planning advisor, CEPA, a certified value builder, CVB, a certified disc plus coach CDVC, and 2019 Member of the Year at the Exit Planner Institute. Vince is very well-versed in this area and brings enthusiasm to finding creative solutions for each of his clients. He’s seen people, for one reason or another, stay in their business far too long. 

In his interview, Vince discusses a variety of reasons someone may stay at the helm of their business longer than they should. He discusses some of the things that may sneak up on the business owner if they aren’t diligent enough and decrease the business value when they do decide to exit. The retirement you dream of depends on careful planning that starts early. Vince also helps people find their passions again in order to help them continue feeling fulfilled after they leave the business they know and love. Vince’s tips are always powerful, and you don’t want to wait to hear this advice.

1-Minute Sections: 

• 4:51-5:53: A few general reasons why owners may stay too long.
• 9:54-11:04: A few ways to approach realistic business valuation.
• 15:15-16:12: Ways a wealth manager can help sustain or increase a client’s current lifestyle through planning.
• 19:23-20:12: Circumstances in which a business owner's exit goals may be unrealistic for an exit planner.
• 20:44-21:54: Discussing helping owners find their true passions by challenging them.

 

Joe Seetoo - The Realities of Selling your Business in a Zero Interest Rate Environment

Mr. Seetoo is a Partner and Vice President with Morton Capital Management - a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth families. 

Questions Answered: 

1. Why is it important for business owners to do financial planning prior to selling their business?

2. Your firm has a niche in identifying alternative investment strategies - why is that?

3. How can business owners (or any investor) generate sufficient income in Zero interest rate environment after they

sell their businesses?

 

Contact Info: 

 

Website: www.mortoncapital.com

Email: jseetoo@mortoncapital.com

 

 

 

Heath Goldman - What Will Your Legacy Look Like in 25 Years?

Back with us again is Heath Goldman, President and CEO of ICON Wealth & Legacy Partners. Heath serves as a financial Architect for business owners and real estate partners. He is also a Provisors member and group leader for estate and succession planning. Heath knows the value of a good plan, and is an expert and helping others protect and create their legacy.

In his interview, Heath stresses the importance of communication, collaboration, and coordination between advisors. In order to make the best plan, these different people must be aware of each other’s actions to avoid any gaps. Clients often struggle with taking the time to understand what their team is doing on their behalf. You may think you know what is going on with your estate plan until the questions begin, and it is essential that the whole team - including family - is on the same page. We all want to leave a proper legacy, so listen to Heath’s tips for doing just that.

1-Minute Sections: 

• 4:04-5:05: You may think you know what is going on until the questions begin - get on the same page and have these conversations.
• 8:39-9:44: Ego and legacy, “How will I be remembered?”
• 13:19-14:18: Importance of communication, collaboration, and coordination between advisors. 

 

Jeffrey Appleman - What You Should do Prior to Your Decision to Exit (G2217)

Jeffrey Appleman  of B2B CFO discusses how to get ready to exit your business.

 

Contact Info:

Email Address: jeffreyappleman@b2bcfo.com

Website: www.b2bcfo.com

 

Chris Yonker - Peace, Joy, and Fulfillment: How to Live in Your Legacy

Click here to read this episode's transcript. 

 

Chris Yonker, Founder, CEO, and Executive Performance Coach at his boutique consulting firm CHRIS YONKER, believes no one should settle for less than spending their time in peace, joy, and ultimate fulfillment. He has over 20 years of corporate experience working at 3M, but meanwhile has also dove deep into studying Neuro Linguistic Programming, as well as practicing various aspects of Eastern Philosophy. As he began business consulting, he noticed many CEOs and other outwardly successful people were not actually joyful in their lives. Chris knew he could make a difference in people’s lives by coaching them on how to live in their legacy. 

 

In his interview, Chris enlightens us on the tremendous power of meditation. In times of COVID, many business owners may be realizing that it’s time to rebuild, and looking inward can help determine the best course of action moving forward. Chris discusses how you can start meditating, and why it is so useful to give yourself space to think about your desires. He explains how taking control of our brain’s task of assigning meaning to everyday life can lead to greater success, peace, joy, and deeper fulfillment. Chris’ fascinating interview could very well change your life, don’t miss his powerful insight on mastering your mind.

 

1-Minute Sections: 

• 5:53-6:56: How you can rebuild in light of COVID.
• 7:50-9:05: One reason why meditation can help alleviate stress and help you plan for the future.
• 9:21-10:19: A reason why meditation can help raise your level of self-awareness and lead to deeper success.
• 11:32-12:33: A beginner’s guide to meditation.
• 15:45-17:02: We make time for what’s important, but we live thinking that there is always more time.
• 17:18-18:25: There is always a gift, you just have to look for it.

 

Dianne Collins - Quantum Thinking (D1718)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Dianne Collins, original thinker and popular media personality, is the creator of the QuantumThink® system of thinking, author of the 6-time award-winning bestseller, Do You QuantumThink? New Thinking That Will Rock Your World, and the world’s leading authority in “new world view” thinking. Along with her husband and business partner, Alan K. Collins, Dianne consults executives and entrepreneurs, celebrities and politicos in applying QuantumThinking to what’s important to them – for mastering accomplishment and fulfillment.

Her clients have included leaders in Accenture, AT&T, CNN, Dupont, and McKinsey.

Dianne Collins is a featured blogger on The Huffington Post and was named one of the “Top 20 Conscious Entrepreneurs for 2014” in the annual Tera Awards.

Dianne created the groundbreaking new system of thinking – the 21 principles of QuantumThink® -- for living the highest and best in everyday practical life -- integrating science, philosophy, and spirituality; drawing on sources that range from cutting edge scientific innovations to the wisdom of the world’s greatest spiritual leaders – making it relevant in popular contemporary culture. She is a master of translating ancient knowledge into modern “quantum” wisdom that provides a transformative platform for the way we conduct our personal, business, and global affairs.

 

Questions Asked: 

 

1) From a QuantumThink perspective, what do you see is the single most important focus for a business owner today?

2) I know you often have your clients "shift a predictable outcome" by going beyond the limits of their current thinking. How does that happen?

3) You say the mantra of QuantumThink® is "When you master your mind, you master your life." Why is that important for business owners - to master their mind - and what do you mean by that?

Contact Info: 

Website: www.diannecollins.com

Email: dianne@quantumthink.com

 

Martin Staubus - Sometimes EXIT is spelled ESOP (D2418)

In this 20 minute interview, Martin Staubus, Beyster Institute at the Rady School Management  discusses how an ESOP can be a tax-advantaged and effective way to sell and transfer your business to employees.

 

Don Phin - The Inspired Workforce

Don Phin is an attorney and VP at ThinkHR. ThinkHR offers online HR tools, live help and training to more than 70,000 small and medium sized businesses nationwide. Don is going to talk about The Inspired Workforce.

 

Questions Asked: 

 

1) What is the first thing you want business owners to know about HR?

2) How can we hire great employees?

3) What should employers do to make sure they have their compliance act together?

 

Contact Info: 

 

Website: www.thinkhr.com, www.donphin.com

Email: don@donphin.com

 

Bonus Material: 

 

View Don's Amazon Selections

 

Janna Hoiberg - Change the Way You Think About Business (J1517)

Janna Hoiberg is a well-known author, speaker and award winning Executive and Leadership Business Coach with over 30 years experience in managing and operating successful businesses. She has helped businesses with needs varying from increasing profits, improving systems, strengthen teams and executive leadership, and fiscal growth. Janna is in the business of helping people “change the way they think about business!”

 

Contact Info: 

 

Website: www.jannahoiberg.com

Email: janna@jannahoiberg.com

 

 

Chris Dirkers - Working ON Your Business vs, Working IN Your Business (D2118)

Chris Dirkers is an Action Coach and Solutions Expert. He shares some excellent ideas and tips for business owners who are thinking about preparing for their business transition and exit.

 

Leslie Hassler - Become the Chairman of the Board of Your Life (E0417)

Banish Your 5 Time Demons! How to get 2 hours back in your day, everyday!

How would it feel to have more hours in your day? What if there was a way NOT to get lost in the vortex of your busy life? It is possible to add more time to your day and get more done? Join Leslie Hassler with Your Biz Rules ™ for this powerful, tip-packed class where she will explain how women entrepreneurs can expand time and turn minutes to moments, creating tangible results and predictable success.

Questions Answered:

1) Why do entrepreneurs struggle with time management?

2) How do women and men struggle with time management differently?

3) How does a shift in time management change a business?

Contact info:

Email Address: leslie@yourbizrules.com

Website: www.yourbizrules.com

 

 

 

 

 

 

 

 

Addison Adams - 3 Structures for the Sale of Your Business (D1118)

Addison Adams of Adams Corporate Law, LLP discusses considerations for business owners who are planning to borrow, sell or go public.

 

 

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

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.

 

Julie Ryan - Data Privacy and Security Simplified (A0118)

Julie Ryan is the president of Isaturn, Inc., a company invested in data privacy and security. Today, Julie will tell listeners how to easily and inexpensively protect themselves, their companies, their employees, and their clients from data breaches, and what to do in the event of one. 

 

Questions Asked: 

 

1) Do data breaches really happen to small and mid sized companies? 

2) What can executives and companies do to protect themselves? 

3) What can I personally do to protect myself and my family? 

 

Contact Info: 

 

Website: www.isaturninc.com

Email: julieryan@isaturninc.com

 

 

 

Steven Snyder - Focused Passion (J1117)

Steven Snyder is a CEO Trainer, helping people reach paradise and attain emotional management. Today, Steven will discuss how his methods can help people become better, faster, smarter and happier. 

Questions Discussed:

1) What is the state of Focused Passion?

2) How do people become better, faster, smarter and happier?

3) What is your lifelong mission?

Contact Info: 

Email Address: steven.snyder@mac.com

Website: www.focusedpassion.com

 

Christine Miles - The Art of the Nudge

Christine Miles, Founder of CI Squared LLC and Vistage Speaker, helps people and organizations reach their untapped potential. For over 25 years, Christine has been a behavioral psychologist, and she knows firsthand how difficult it can be to change. She is also the author of “The Art of the Nudge,” which details her gentle approach to inspiring large changes. Small nudges can lead to big results by gently getting people out of their comfort zone rather than immediately overwhelming them. 

 In her interview, Christine emphasizes the notion that you need to slow down in order to speed up. She relates this idea to sports and how we must always be mindful of the end goal. Christine explains how our brain pathways work and why dysfunction can be comfortable, but positive change can be difficult. Reflection is essential, and can help clarify communication across all levels in a business. Preparing for, accepting, and moving towards change is essential for making big differences, be sure to listen to Christine’s advice and reach your untapped potential.

1-Minute Sections:

• 5:30-6:35: Sports metaphor to explain “You have to slow down to speed up”
• 7:30-8:40: Describing of comfortable brain functions that limit our full potential
• 13:17-14:10: Dissonance between senior leadership and employees understanding of goals
• 14:42-15:46: Explains the importance of understanding what motivates your people and how it relates to growth

 

(20m) Bill Anton - If You Are To Lead You Must First Comprehend (H1217)

Bill Anton of CEOEffectiveness.com discusses leadership and transformation concepts. 

 

Kevin Berson - How to Increase Valuation and Maximize Deal Proceeds When Selling Your Business

Our next guest is Kevin Berson of Kinected Consulting. Kevin is an M&A Advisor and strategy consultant serving lower middle market business owners by helping fundamentally improve their business and navigate the process of selling for maximum transactional value. He has over 25 years of experience and takes a holistic approach with his clients. During this time of radical change, he shares insight on how to increase valuation despite the crisis. 

Businesses are affected in different ways depending on their industry - some are actually thriving, while others have come to a complete halt. One of the most essential pieces to a business going forward will be maintaining a healthy eCommerce facet that allows consumer-facing businesses to continue operations. As new guidelines are unveiled, businesses are finding they will not be able to operate at their pre-COVID capacity. Kevin shares real-world examples of what companies are doing to adapt, as well as discussing crucial actions business owners should take right now to increase their value. You do not want to miss out on Kevin’s extremely relevant expertise.

 

How to Plan a Successful Ownership Transition (20m) Jane Johnson

Jane Johnson of Business Transition Academy discusses her experience and gives us some valuable tips for Business ownership transition pre-planning.

 

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

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. Originally working as an emergency physician, he quickly realized that many of his most catastrophic cases could’ve been prevented by early action. Dr. Leonardi eventually shifted his focus to preventative medicine in order to help people avoid major, vitality-lowering health events. At the Leonardi Institute, his patients can invest one day into improving the quality of the rest of their life. 

In his interview, Dr. Leonardi shares critical information regarding longevity, vitality, and maintaining a zest for life. He talks a bit about his hand-tailored process for creating nutrition plans for his patients, and also discusses some lifestyle tips you can use now. He also scientifically breaks down diet and disease causes, helping you make more informed choices about how you eat. Whether you want to be able to run your business for longer, or simply enjoy retirement with a cleaner bill of health, Dr. Leonardi’s expertise concerning wellness should not be missed.

 

Roger Firestien - How to Be Deliberately Creative and Other Tips

This is a fascinating interview. Dr. Roger Firestien has taught more people to lead the creative process than anyone else in the world. His latest book Create in a Flash: A leader's recipe for breakthrough innovation is his sixth book on innovation. In a beautifully formatted book he shares the key things that leader's need to do to nurture their creativity and the creativity of others --To compete and be profitable in today's marketplace and with all of the changes facing us, you need big, creative solutions and you need them now. Thanks Dr. Roger! His website: click here

Common Growth Obstacles - Richard Munro (J0117)

Richard Munro of Newport Board Group discusses several obstacles to Growth that he sees in Companies he consults with.

 

 

Chuck Blakeman - Why Employees are ALWAYS a Bad Idea (F1917)

Chuck Blakeman discusses re-evaluating our business structure to maximize efficiency and decision making. 

 

 

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.

 

Brian Kinahan - Run Your Business Like You’re Going to Sell It...Even If You’re Not (E0518)

Brian Kinahan is a business coach who helps CEOs and business owners improve business performance and prepare for an eventual sale or generational transfer. His philosophy: run your business like you're going to sell it, even if you're not. 

 

Questions Asked: 

 

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: 

 

Website: www.alliance-ceo.com

Email: brian@alliance-ceo.com 

 

Marvin Smith - Bring Innovative Thinking to Your Business

 

 

 

 

 

 

Marvin Smith is the Owner/Principle of Deliberate Synergy. Deliberate Synergy is a company that focuses on bringing innovative thinking to people, products and organizations.

Questions Answered: 

1) What makes having innovative thinking a desired leadership competency? 

2) Where can innovative thinking be applied?

3) What makes you a unique resource?

Contact Info: 

Website: www.deliberatesynergy.com

Email: marvin_smith@comcast.net

 

 

Jamie Leno Zimron - Stress Less / Prosper More: Effortless Power for Unprecedented Success! (A3118)

 

 

 

 

 

 

 

Jamie shares her incredible life journey with us and shares great lessons she has learned along the way.

Dynamic Peak Performance training, consulting and speaking - with a unique integrative approach blending

psychology, body-mind fitness, professional golf and martial arts expertise, and entrepreneurial energy.

Questions answered:

1) Your work is very 'experiential.' What does that look like, and why do you feel that is such an essential

element in your talks and trainings?

2) Can you tell us more about Somatics, and why both a mind and body approach to mastery is especially

important in our cyber-age?

3) Do people have to be into martial arts to benefit from your work?

Contact info:

Email Address Jamiesensei@thekiaiway.com

Website www.thekiaiway.com

 

Scott Bornstein - Memory Power: Your Secret Weapon

Scott Bornstein is a Chief Memory Training Expert at MemoryPower. Grab a notebook for this one, memory training is a universally useful skill and everyone can benefit from this information. Scott’s expertise is in making memory and recall as easy as possible for business leaders, managers, and sales people. Not only is it important to learn to remember, but to understand how to make yourself more memorable to people. Marketing is essentially memory training to get customers to remember your message.

Scott shares some useful skill sets you can profit from immediately and discusses his methodology that creates consistency and results. The brain is best wired to remember stories, and Scott walks us through a few examples of this practice. Our brains don’t remember as well when they’re racing, we need to slow down and take time to form meaningful connections. Give yourself a mental boost and listen to Scott’s valuable information. Scott shares an invitation link to discounted information for ECR listeners if you’d like to learn more.

 

 

 

 

David Avrin - How to Build and Position Your Business (F0118)

David Avrin is a consultant and keynote speaker on Marketing and Branding. Today, he is going to talk about how to build and position your business for growth or acquisition. 

 

Questions discussed:

 

1. The marketplace has changed in recent years, what does this mean for business owners and professionals?

2. How has social media changed the landscape?

3. What makes a business attractive to customers or potential partners?

 

Contact info:

 

Email: david@visibilitycoach.com

Website: www.visibilitycoach.com

 

Stephen Lynch - Meetings that Drive Business Execution

 

 

 

 

 

 

 

 

Stephen Lynch is the Head of Strategy and Consulting at RESULTS.com.

RESULTS.com provides management dashboard software to help you to engage your employees - and achieve your company goals faster.

 

Questions Answered: 

 

1) What are the most common problems that hold companies back when it comes to executing their strategic plans?

2) Many companies do take on too much. How do you help them prioritize?

3) You are a big advocate of having 1 on 1 meetings with employees every week. Tell us more about why these are so important?

4) What should a manager do when you have an employee who is struggling?

 

Contact Info: 

Website: www.results.com
Email: stephen.lynch@results.com

 

 

Jason Lavin - Make Your Website Work for You (I1417)

Jason Lavin is the CEO of GoldenComm. He also teaches a series called Master Your Webmaster, which focuses on Internet Marketing and making sure that your website is working hard for you.   

Questions Answered:   

1) How long have you been in business?

2) Where are you located?

3) You were the "Fast Track Speaker of the Year" for Vistage - why do you think you won that award?

 Website: goldencomm.com Email: jlavin@goldencomm.com   

 

Terry Shope - Financial and Operational Preparation Prior To Sale

In this 20 minute interview, Terry Shope, Principal - MPL Consulting,Inc. discusses several ideas and strategies for Business Owners who are starting to think about their future sale. This interview has many tips that you can put into play right away!

 

Being Proactive About Business Owner Relationships Could Save Your Business - Michel Zelnick (J0317)

Did you know that most business owner relationships suffer from a lack of communication? However, with a proactive approach Business Owners can help preserve and protect their business value by addressing conflicts and lack of communication early. Michel Zelnick, Business Therapist and Founder of The Zelnick Group, offers valuable tips and insights from his many years of helping owners address their differences and "wear the right hats" while attending to business matters.

 

Elizabeth Thornton - Rethinking the Way You Think with Greater Objectivity

Joining us next is Elizabeth Thornton, CEO of Global Initiative of Objective Leadership and Professor of Management Practice at Babson Executive Education. After deeply and honestly analyzing why her first business venture failed, she struck mental gold by realizing the importance of objective thinking. This prompted her to further study things like psychology and neuroscience, eventually leading her to develop a course called “Principles of Objectivity.” She teaches both students and established business executives to think more objectively and avoid common cognitive errors that can inhibit personal growth and success.

In her interview, Elizabeth deeply discusses the difference between subjectivity and objectivity, as well as how they apply to business. Her insight into neuroplasticity and its relevance in the workplace is truly fascinating. She offers a variety of tips on how to analyze your own thought processes, overcome your instinctual responses, and break outside of your existing mental models. We are inherently subjective, but Elizabeth proves we can use objective thought to develop a better sense of clarity.

 

 

 

 

 

Peter Sieffert - The Importance of Knowing the Enterprise Value of Your Business Before you Exit (J2117)

Peter Sieffert is the Owner of Swiss Avenue Partners San Diego, a company focused on helping business owners grow enterprise value in preparation for sale, acquisition, or transition. Today, Peter will discuss why you should know the enterprise value of your business regardless of when you are thinking of an exit. 

 

Questions Discussed:

 

1) Why should owners know the total enterprise value of their business today, regardless of when they plan to exit? 

 

2) Why should a company increase their total enterprise value today?

 

3) Who can businesses turn to to initiate the discussion?

 

Contact Info: 

 

Email Address: peter@swissavenuepartners.com

 

Website: www.swissavenuepartners.com

 

 

Isaiah Leslie - Knowing the Why in What You Do

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

 

 

Brad Leggett - High Performance Sales Teams - How to Build, Lead and Retain Yours (D0918)

Brad Leggett of www.LeggettSales.com returns to the show to discuss more in-depth recommendations on how to find, train, and motivate the right team, how to develop routines that make your CRM pay off, and a blueprint for productive sales meetings.

 

Steve Smith - Does Authority Make You A Leader?

Steve Smith discusses Leadership vs Authority-  If you have authority in your position, does that mean you are considered a leader?

 

Questions discussed:
1 – What is the most important aspect about being coached?

 

2 – How does someone determine that coaching would be good for them?

 

3 – How long does it take to see improvement?

GrowthSource Coaching is a business and executive coaching firm that helps business professionals improve themselves so they can run and grow better companies.   

Website:   www.growthsourcecoaching.com

 

 

                                                                                                                       

 

 

 

 

 

 

 

 

 

 

 

Jim Jubelirer - Have You Had Your Daily Huddle Today?

Jim Jubelirer of Jubelirer Results Group works with business owners on scaling up their business. Being around business his whole life, Jim has seen plenty of highs and lows, but he’s always been following how business and people work. Industry agnostic, Jim works with clients globally to increase value while practicing a very holistic approach. Additionally serving as an executive coach in training programs at Duke, he’s helped countless people find small wins that lead to big momentum. 

Jim talks about not just what you need to do to reach your goals, but what you need to stop doing. He discusses the main predicting characteristic of successful people and why you should create a mindset of growth and well-being in all aspects of life. Jim also shares meeting strategies that improve team performance, including what he calls a “Daily Huddle.” Everyone wants to be on a winning team, help improve yours by listening to Jim’s vital information.

 

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

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

 

Jeff Karges - Working In The Family Business and Loving It (H1017)

In this 20 minute interview, Jeff Karges, Partner - Relationship Matters Consulting Group discusses lessons he has learned by being involved in and consulting for Family Businesses, including the challenges and how best to deal with them.

 

 

John Bly - Cracking the Code to M&A Growth

John Bly is the co-managing member of LBA Haynes Strand, PLLC. Today, John will discuss how small businesses are valued and where funding for deals comes from. 

 

Questions discussed:

 

1. How are small businesses valued?

2. What is the current M&A environment like?

3. Where is the funding for deals coming from today?

 

Contact info:

 

Email: john@lba-cpa.com

Website: www.lbahs.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: 

Email: george.wunderlich@civilwarmed.org

Website: www.civilwarmed.org

 

 

Gary Lillian - Hey, Sellers: “What’s Your Enterprise Value Proposition to Your Replacement”

Questions discussed:

For owners preparing to sell their businesses: what is typically their biggest challenge? 

An Enterprise Value Proposition. That’s kind of a new concept. What does that mean to someone who wants to get the highest possible value for their business in the near future?

“Transition obstacles”?  Can you give me an example?

Contact info:

Email Address glillian@reinventures.com

Website www.reinventures.com

 

Julie Anderson - Your Best Mind

Vistage Speaker Julie Anderson of Your Best Mind helps inspire positive changes in her clients by using a scientific approach. After studying psychoneuroimmunology, she created Your Best Mind as a medium to bring this mind-improving information to people of any background. Her work focuses on the science behind the psychology of why we are the way we are. By understanding our brain’s natural tendencies, we can use better practice when communicating. 

Julie discusses the notion that we all have different brain personalities and how this can contribute to misunderstandings in the workplace. She urges business owners to look within before identifying problems with the group as a whole. A vast majority of employees don’t feel they are a part of their company. Communication tailored to brain personality may help in succession planning as employees will feel more connected and more likely to stick around. This information is something that could make or break your company over the course of years, don’t miss out on Julie’s interview. 

 

 

Adrianna Smith and Lana Hout - Key Factors to Drive Up Business Value

Adrianna Smith and Lana Hout, Provisors members and Brokers at First Choice Business Brokers, specialize in industry-agnostic business sales for transactions under $25M. After meeting at USC, they found themselves continuously applying for the same finance jobs and eventually working at competing firms. They briefly worked at the same firm and ultimately seized the opportunity to start their own branch of First Choice Business Brokers together 6 years ago. Together, Adrianna and Lana help business owners prepare for sales by driving up their business value.

In their interview, we go in-depth about what to expect before and after a sale, as well as how to best prepare. Adrianna and Lana discuss the impact of COVID on buyers and sellers, as well as how to deal with some of the setbacks. They share powerful tips for driving up business value, common mistakes business owners make leading up to a sale, and ways you can become more attractive to buyers. Adrianna and Lana’s information will help you build a much stronger business, whether you plan to sell or not.

1-Minute Sections:

• 5:59-7:09: Impacts happening to sellers due to Covid and how they might prove value.
• 9:12-10:18: Some factors which can drastically affect the value of a business.
• 11:14-12:06: Flexibility can increase value as business will be more operable despite circumstances - becomes more attractive to buyers. 
• 13:12-14:15: The necessity of incorporating technology in order to be more attractive to buyers.
• 16:46-17:41: Reasons why you shouldn’t scale back, and should sell your business at its high point.

 

Jim Immel - Legacy Decision Making

Jim Immel, of Immel and Associates, is a succession coach who truly put his clients first. Having an extensive background in the insurance industry, Jim asks unique questions that other advisors may not consider. In his time working in the insurance industry, he found that his clients were more prepared for death than life. This spurred Jim to make the eventual shift into coaching, and he now helps people imagine and achieve their goals.

In his interview, Jim talks about the importance of deeply understanding what his clients care about, and challenging the status quo. Knowing that the corner office can get lonely, Jim serves as sort of a business psychologist and helps business owners reflect on their past decisions in order to more strategically move into the future. He shares the value of listening and asking potent questions that facilitate a clients’ breakthrough. Jim also deciphers the phrase “key employee” and why they are critical to a successful succession plan. With over 40 years of experience, Jim has a huge collection of wisdom, and everyone can benefit from his expertise.

1 minute sections:

• 13:17-14:20: Talking about fight or flight thought mechanisms at play when speaking
• 14:53-14:54: Take them back before you take them forward - thinking about the biggest decision made 10 years ago and realizing how quickly that time went by
• 18:24-19:24: Talks about success in succession planning when able to retain talent/key employees
• 20:59-22:01: Distinguishing between key employee vs. critical employee - getting a better understanding of critical fixtures in business

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