Exit Coach Radio

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.

 

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

 

 

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

 

 

 

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

 

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

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.

 

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

 

 

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!

 

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.

 

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

 

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

 

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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Dan DeMuth - Secrets of the Golf Whisperer (G1017)

 

 

 

 

 

 

 

 

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

Website: www.secretsofthegolfwhisperer.com

 

Click the LinkedIn button to Share this interview with your contacts!

 

 

 

Jim Muehlhausen - Half Retire

Jim Muehlhausen, Founder of Half Retire, helps individuals maximize their business value via a strategy he calls Half Retirement. Jim noticed a trend of people reluctant to fully retire and sought to create a solution. Some business owners may lose their sense of identity if they are no longer at CEO status, and can tend to struggle to find ways to fill the day without the work they know and love. Meanwhile, some may simply struggle to sell the business for their magic number and remain in the business out of necessity.

In his interview, Jim describes what half retirement looks like in a practical sense, as well as what needs to happen in order to successfully half retire. He discusses the benefits of being able to drive up the value of your business while working less hours, and ultimately not losing money to transactional sales tax. Jim shares ways to design work away and be responsible for only the unique areas in which you cannot be replaced. He also discusses his upcoming book, also called “Half Retire,” which dives deeper into the concepts he’s outlined. If you desire to maintain a successful company and income while working less, Jim’s interview is definitely for you.

1-Minute Sections: 

• 3:59-4:50: What is Half Retirement all about?
• 7:19-8:19: Some of the things needed to successfully half retire.
• 9:56-10:57: You cannot simply delegate your way to half retirement, you still need to bring your unique work.
• 16:22-17:15: Technology’s role in the half retirement process and business valuation.
• 18:30-19:28: Delegation costs money, but there are ways to design work away.
• Click the LinkedIn button to Share this interview with your contacts!

 

Carol Marzouk - Executive Lion Taming and Why You Might Need It!

Carol Marzouk is always fun to have on the show. Here she shares some stories that illustrate how owners can sometimes be the worst enemy of the value of a business. If you hear her describing you in this episode - call her immediately! Here's her website link: click here

Merry Neitlich - Marketing Strategies to Beat Content Fatigue

Merry Neitlich, Provisors member and Founding Partner of EM Consultants, assists firms and individuals with turning brands into sustained business development opportunities. She has been a business development consultant for over 25 years, specializing in only professional service providers. Merry is here to provide expert advice on communication and marketing. In a time where content fatigue is rampant and people are thirsting for the next step, Merry has tips to combat this increasingly common issue. 

In her interview, Merry stresses the importance of staying current, and branding in a way that goes beyond just providing good service. Now more than ever, it is essential to walk the walk when it comes to diversity and inclusion. Merry suggests that in order to effectively communicate and market your brand, your strategies should be based on the needs of your client. It is critical to get in touch with your clients, and to do so in a way that doesn’t exhaust them. Merry sheds light on what the new normal may look like, as well as ways to improve your online presence both on LinkedIn and Zoom. 

Link to “Standing Out in the New Norm” - https://www.jdsupra.com/legalnews/standing-out-in-the-new-norm-be-the-72665/

1-Minute Sections:

• 3:54-5:06: What do clients really want? Merry shares methods to beat content fatigue.
• 11:02-12:12: Importance of mixing up media when sharing messaging with clients. 
• 12:55-13:57: Necessity of putting the client’s needs first. 
• 16:16-17:05: Are you walking the walk and talking the talk when it comes to diversity and inclusion?
• 21:50-23:01: Potent tips for enhancing your image on video conference calls.

Click the LinkedIn button to Share this interview with your contacts!

 

Aleen Bayard - Planning Your Exit Should Be Part of Your Annual Planning (L2617)

Aleen is a leadership development and executive coach. Her coaching approach is to help the client use the

coaching process to accomplish specific business goals. The sale or succession plan is one of the most

complex and emotionally-laden business scenarios she encounters.

Questions discussed:

What is the biggest issue you see when working with business leaders, especially those in the process of

contemplating a transition or exit strategy?

Do you suggest the clients hire someone like you personally or do you work with a larger executive team?

What is the most important lesson learned you can share with our audience?

Contact Info

Email:

aleen@marketzing.org

Website:

www.marketzing.org

 

 

Alan Beaulieu - Prepare to Prosper Before the Next Great Depression (J2417)

ITR Economics is in the business of international economic forecasting and consulting.

Alan discusses the great depression coming to the US and what we can do to prosper by knowing this information.

Questions discussed:

Why is the Great Depression coming to the US?

Is it just the US?

When? Also, can anything stop it?

Contact info:

Email Address alan@itreconomics.com

Website www.itreconomics.com 

Read his Book:

Prosperity in the Age of Decline

Print and ebook, Amazon and Barnes & Noble

Anthony Mulkern - The Secrets of Exit and Succession Planning

 

Click here to read this episode's transcript. 

 

Anthony Mulkern, President of Mulkern Associates, helps CEOs, founders, and business owners increase their enterprise value through executive leadership training. Tony has over 30 years of experience as an executive coach and business consultant. He helps ensure that businesses which eventually go to market become part of the 20% that actually sell. Tony’s expertise will help you position your business to become far more valuable to buyers. 

 

In his interview, Tony describes some of the many reasons that a majority of businesses never sell, and how you can get yourself into the category of those that do sell. Many business owners don’t realize that what they’re selling is an earning stream. He explains a bit about his methodology in coaching entrepreneurs on how to improve their enterprise value, and therefore become more attractive to buyers. Get a pen and paper ready for Tony’s extremely valuable tips.

 

1-Minute Sections:

• 4:17-5:34: An example of a reason why 80% of businesses that go to market do not sell.
• 6:14-7:11: Explaining why it is a problem if you wait too long to sell.
• 8:23-9:31: Why you need to be aware of potentially inflated business valuations.
• 14:14-15:17: Common mistakes that entrepreneurs make when hiring executives.
• 18:50-19:45: Some characteristics of businesses that will sell.

 

Pam Reyes - How to Build Cohesive High Performance Teams (E1817)

 

 

 

 

 

 

 

 

 

Did you ever wonder how some teams seem to be firing on all cylinders and others are limping along? Learn from Pam Reyes, Business and Leadership Advisor with over 20 years experience leading cross-functional teams, how you can build cohesive high performance teams based on strengths to increase profitability and reduce turnover.

Website: www.pamreyes.com

 

 

 

 

Dan Miller - Living a Longer and Healthier Life (G0817)

Dan Miller is a nutrition and wellness coach and today he will talk about making a plan to live a longer and healthier life.

Questions Answered: 

1) Why does America have a weight problem?

2) Can't I just eat less and exercise more?

3) What's the one thing to change today to live longer?

Contact Info: 

Website: danmiller.tv

Email: dan@danmiller.tv

 

Harley Bjelland - Review Your Employee Benefits Regularly (D0618)

 

 

 

 

 

 

 

 

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: 

 

Website: TheErisaLawFirm.com

Email: harley@TheErisaLawFirm.com

 

 

Gary Kunath - Mastering Life Balance: How to Achieve Greatness at Home & Work

Gary Kunath is the CEO of GMK Holdings, a speaker, author, and a writer. Gary travels and speaks to major companies and universities on the subject of Mastering Life Balance. Today, he will discuss how to achieve greatness at both home and at work.

Questions Discussed:

1. How did you build a seminar for the 2nd in command at Cisco Systems, supporting his initiative on bringing humanity back to business?

2. What colleges have you spoken to and what has the reaction been?

3. Why do businesses care about mastering life balance now?

Contact Info: 

Email Address: gkunath@aol.com

Website: www.garykunath.com

Thomas Young - How to Attract Qualified Customers (E1218)

 

 

 

 

 

 

 

Thomas Young works with companies to help attract qualified customers by focusing on inbound and content marketing. His business is called Intuitive Websites and today, he will discuss how to implement these important strategies into your business. 

 

Questions Answered: 

1) What is inbound marketing?

2) What is content marketing?

3) What is the role of mobile technologies?

Contact Info: 

Website: www.IntuitiveWebsites.com

Email: tom@intuitivewebsites.com

 

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

 

 

 

Steve Van Valin - Shaping a Culture that is Engaged to Innovate (A1818)

Steve Van Valin, Founder and CEO of Culturology, helps companies shape a culture that is engaged to innovate. At Culturology, they specialize in contemporary cultures where people need to be competitive, especially customer-facing businesses looking for a unique edge. A business’s culture is much like a personality and determines the common expectations people have when working together. By shaping the culture intentionally, you can help your team be more innovative and engaged. 

In his interview, Steve discusses high-level tactics of culture design and how it can contribute to innovation. He highlights the importance of being an expert at the creative process in order to facilitate more creativity from your team. While the phrase may seem paradoxical, Steve encourages you to plan time for spontaneous interactions. Steve also proposed the idea of “addition by subtraction,” meaning sometimes it takes removing barriers in order to help employees become more innovative. Steve’s insight is a powerful tool for anyone hoping to get more cohesion and creativity from their teams through relatively simple means.

1-Minute Sections:

• 2:24-3:15: How Steve defines culture and how it is like a personality.
• 6:41-7:46: Consistencies in how companies of any kind drive innovation.
• 10:16-11:23: Good creative ideas can be small things involving constant problem solving.
• 14:23-15:28: Become an expert on the creative process itself in order to help your team think more openly.

 

 

Carl Allen - Growth Through Acquisition

Carl Allen, Co-Founder of Dealmaker Wealth Society, is a world-class entrepreneur, investor, and corporate dealmaker. He’s enabled over 300 deals collectively valued at nearly $50 billion in the last 3 decades and analyzed thousands of other businesses across industries. Carl is a bona fide serial entrepreneur and expert when it comes to business acquisition. At Dealmaker Wealth Society, Carl is in the business of coaching others to buy, sell, and scale their business. 

In his interview, Carl explains his philosophy on why you should acquire a business rather than start from square one. Most new businesses fail within the first 10 years, with half of them failing in just the first year. By acquiring, you can begin with something already successful or leverage their existing success and expand your business into new areas which are already a proven success. Carl shares ways you can prepare your business to be sellable, along with why you should be prepared due to the upcoming economic forecast. If you work on your business instead of for your business, Carl knows you can find heightened success and fulfillment. Expand your business’ potential by tuning in to Carl’s expertise.

1-Minute Sections:

• 4:25-5:35: Instead of starting a company fresh, buy a profitable existing business.
• 6:18-7:20: Criteria for identifying what business you should buy.
• 11:04-12:18: Challenges Baby Boomers are facing when trying to sell their business.
• 14:36-15:48: Ways to work on your business and not in your business via solid partnerships.
• 18:19-19:34: Insight on the transfer of wealth happening in the next 10-15 years.

 

Ken Majer - Establish a Value Driven Culture

 

 

 

 

 

 

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

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

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

Contact Info: 

Website: www.kenmajer.com

 

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

 

 

 

Lee Goldberg - Preparing for Your Business Exit Strategy

Lee Goldberg, Transactional Attorney and owner of the Law Offices of Lee R. Goldberg, is an expert at growing businesses’ value through exit planning strategies. He’s had over 33 year experience and seen millions of dollars left on the table due to lack of plan. Lee’s mission is to help his clients keep more of the money they earn and protect their wealth for generations to come. Lee knows firsthand that you should not wait to plan your exit strategy.

In his interview, Lee shares a valuable collection of information we don’t always hear when talking about exit planning. Specifically, he gives 8 tips for what you should do now to better prepare your exit planning strategy. Lee shares valuable insight on what buyers look for before committing to buying a business. He also shares powerful ways to increase your EBITDA. Proper exit planning is an effective way to drive up your business value, but it takes time and expertise, don’t miss out on Lee’s indispensable wisdom.

1-Minute Sections: 

• 3:09-4:06: Why having an exit strategy is the best way to add value to your business.
• 5:30-6:32: Now is the time for exit planning, waiting may mean it’s too late to restructure. 
• 8:33-9:40: Method to increase EBITDA drastically and drive up business value. 
• 17:11-18:11: Business structure review is essential to highest valuation. 

 

Reb Risty - Marketing in the Virtual Universe: 5 Reasons Every Business Should Use Video Testimonials

Reb Risty, Head and CEO of REBL Marketing, is a marketing expert with useful information for communicating with your customers in these unique times. After starting her company in 2008, her mission has been to help her clients clearly communicate their value propositions and boost engagement. The marketplace has rapidly shifted from a digital world to a virtual universe, so online presence is more important than ever before, and video testimonials are a great place to start. As we begin to reopen, Reb has tips for marketing in a cognizant manner.

In her interview, Reb discusses the importance of continuing communication with your customers. She dives deep on the importance of having not just testimonials, but video testimonials from clients. Reb shares some of the reasons video testimonials are so successful and how you can easily start generating your own. It is essential to adapt to the changing marketplace, use Reb’s tips to thrive in the virtual space.

1-Minute Sections: 

• 5:28-6:21: Marketing tips for the re-opening and business survival.
• 6:54-7:58: “We went from a digital world to a virtual universe,” continue evolving your plan. 
• 8:49-9:54: Importance of testimonials, and reasons why a video testimonial is even more powerful.
• 11:30-12:30: Simple ways to get video testimonials from your clients.
• 13:22-14:24: Sweet spot of time frame for video testimonial, with social media platforms and customers in mind.
• 17:34-18:20: Keep communicating with your customers, they’ll know you’re there for them when things bounce back.

 

David C Baker - Doing What Works

 

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

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

 

Casey Brown - You Are Probably Under-pricing Your Product (F1817)

Casey Brown is in the business of helping companies substantially increase profits through better pricing and

in this interview she talks about value-based pricing and some other key pricing best practices.

Questions Discussed:

1. Casey, companies in very competitive industries often say they have little to no pricing power and that they

must compete on price. What do you say to those companies?

2. Casey, in an average selling conversation, who is most focused on price: the buyer or the seller?

3. Casey, what do you say to companies setting prices based on a cost-plus model?

Contact info:

Email Address casey@precisionpricingllc.com

Website www.precisionpricingllc.com

 

 

 

 

 

 

 

 

 

 

 

Natalie Elisha Gold - Estate Planning Essentials

Natalie Elisha Gold, Provisors member and Managing Attorney at Gold Legal Group, LLP., is in the business of protecting your legacy and the legacy of your business and clients. After a life-changing injury in her youth, she was motivated to change the world and at age 24 started her own law firm. Natalie aims to help people leave something better behind for their children and implement trusts which will preserve wealth to the fullest extent possible. Her strategic approach to wealth preservation is truly essential to having a highly successful estate plan.

In her interview, Natalie discusses estate planning as a way to protect your independence and privacy. Without a plan, your family will be faced with time-consuming litigation and expensive attorney and court fees. Natalie knows that the best way to preserve your wealth is getting your estate plan sorted out while you’re still able, and continuing to update it as necessary. A legal fee is a drop in the bucket compared to the money you’ll save by having a well thought out plan. Being well-informed will help you make better choices for yourself and your family, take the time to listen to Natalie’s expertise on making wealth preservation as painless as possible.

1-Minute Sections:

• 8:06-8:56: If you value your independence and privacy, you cannot afford to not do planning to protect your wealth.
• 9:58-10:58: An overview of some of the common shortcomings in wealth and asset protection.
• 12:04-13:06: The legal fee is absolutely worth it compared to how much you’ll save and help your family. 
• 15:07-16:16: Get your estate planning done while you can, it will protect your family and privacy without involving courts and headaches. 
• 18:51-19:53: Life insurance is a must, get it young when healthy, it isn’t just for helping after death.

 

Steven Snyder - Focused Passion

Steven Snyder is author of the book Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion. 

 

Questions Answered: 

 

1) What is Focused Passion?

2) How can it help readers to become mindful?

3) What are the benefits of living with less stress and more passion? 

 

Contact Info: 

 

Website: www.FocusedPassion.com

Email: steven.snyder@mac.com

Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion is available on Amazon in paperback and on Kindle. 

 

 

 

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

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

You can contact Steve at Sciepiela@charlesstephen.com

 

Heath Goldman - Don’t Build Your Financial House Without an Architect (I2017)

In this 20 minute interview, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses how he works with clients as an "Architect" to add thought and structure to complex plans. He also talks about popular tax minimization and other financial strategies that tax-weary business owners are exploring to minimize the many layers of taxes on wealth.

 

 

 

 

Linda Duffy - Increase Your Human Capital ROI (C2218)

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.

 

David Taylor Klaus - Put Your Life Before Your Business (K1117)

David Taylor-Klaus, of DTK Coaching, helps entrepreneurs and executives live more fulfilling lives. David started in hospitality, switched to technology, and, despite his accomplishments, eventually realized he wasn’t living the life he truly wanted. In 2008 he started DTK Coaching and hasn’t looked back. As a coach, he aims to hold his clients accountable for both their goals and who they are at their core. 

In his interview, David analyzes the phrase “work-life balance,” and how backward this statement really is. He emphasizes focusing less on revenue-based goals, and instead of taking action on goals oriented towards personal fulfillment - we are not on this planet just to make money. David has much more life-changing information than can fit within a 20-minute interview, and graciously offers a free link to his book “This Is Your Wake-Up Call!” You do not want to miss out on the information David has to share.

 

 

 

 

Barry Moniak - Don‘t Resist Interdependence

Barry Moniak is an Organizational Therapist at End In Mind. Today, his topic is Synergistic Culture and he will discuss the importance of interdependence. 

 

Questions Answered: 

 

1) What does it take to have a synergistic outcome?

2) What is interdependence?

3) Why do we resist interdependence?

 

What does Barry Moniak believe?

He believes that all human beings have the innate desire to become better versions of themselves. Every innovative leader knows this.

He believes that the workplace is the ideal place for this transformation to take place; not the mountain top, seaside, church or synagogue; not even the latest greatest get motivated seminar. The job site is the place to achieve enlightenment!

We do not typically think of the workplace as the best environment in which to become better quality human beings. But it is. The world of business, the place we spend so much time together, provides the perfect playing field – the tough, no-nonsense, yet highly creative space in which we discover who we really are; learn to work and play well with others; and evolve daily to become our best selves. This is what Innovative Leadership is all about.

 

Contact Info: 

 

Website: www.endinmind.com

Email: barry@endinmind.com

 

 

Dean Del Sesto - How to Define a Brand (F2918)

 

 

 

 

 

 

 

 

 

Dean Del Sesto is the president of Breviti, a brand consulting and development agency that focuses on brand strategy and development for primarily small to mid-size business-to-business companies.

 

 

 

 

Brad Leggett - How Sales Organizations are Changing to Survive Covid

Back with us again is CEO and Founder of Leggett Sales and Provisors member, Brad Leggett. Brad has been in sales since age 16, and through his career has worked in nearly every aspect of sales. He now specializes in building leading high performance sales teams by determining their team development issues, then developing and implementing solutions for them. Brad has some new ideas you can implement for increasing sales in the current crisis. 

Brad packs a lot of potent information into his interview, including strategies for increasing sales, things that aren’t so different, and tips to master the digital space. He discusses the importance of internalizing that you can be successful in this time, as perception can sometimes be more powerful than reality.

Brad shares powerful tips for making yourself stand out on digital platforms, as well as ways you can re-structure your day for maximum efficiency. He also talks about ways leaders should approach potential layoffs if they are absolutely necessary - and why they should avoid layoffs. This situation is something no one has seen before, but Brad’s insight may be your key to unlocking unexpected success in this unprecedented time.

1-Minute Sections: 

• 5:00-6:02: Mindset, attitude, and perception regarding sales is essential to success.
• 6:38-7:38: Importance of being human and vulnerable with customers.
• 9:06-10:05: Perception can be as or more powerful than reality. 
• 10:28-11:30: We need to consider people’s attention spans being shorter in a digital setting.
• 14:01-15:15: Some aspects of sales that haven’t changed due to Covid. 
• 18:48-19:54: Think long term when it comes to layoffs - think about how your actions now will affect your business 12 months from now.