Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
Episodes
Friday Dec 08, 2023
Friday Dec 08, 2023
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.
Tuesday Dec 05, 2023
Tuesday Dec 05, 2023
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.
- 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.
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Monday Dec 04, 2023
Monday Dec 04, 2023
Get a pen and notepad ready for this next interview with Nada Lena, Founder of Rise Up For You. Nada is in the business of personal and professional development, and learned quickly that success is largely dependent on people. She began as a globally touring singer and dancer, eventually becoming an executive, and ultimately starting her company. Being in places where she didn’t speak the native language, she realized how important nonverbal communication is and she now applies her knowledge gained from being a successful performer to the corporate world.
In her interview, Nada discusses, in depth, the four pillars of emotional intelligence. Many of us want next level success, but not all of us are actually willing to make the changes needed to get to that next level, and change starts from within. Nada knows firsthand that sometimes the truth may be hard to hear, but will lead to exceptional results. A well-developed EQ will lead to the ability to adapt to your environment and ensure the audience will understand your message. Now is the time to start making positive changes in your life, and Nada’s expertise will surely help you become more successful.
- 5:34-6:44: Balancing introversion and extroversion - you have to understand the needs of the people in the room.
- 7:32-8:34: You don’t know what you don’t know - our assessment of ourselves isn’t always accurate.
- 11:56-13:00: Self-management is essential to emotional intelligence.
- 13:31-14:39: Having a game plan, but being ready and willing to adapt to your audience.
- 16:24-17:14: Discusses the amount of time and effort it takes to shift behavior and see sustainable results.
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Friday Dec 01, 2023
Friday Dec 01, 2023
Click here to read this episode's transcript.
Stuart Friedman, President of PMA Progressive Management Associates, is an expert on improving workplace culture. After effectively helping a Fortune 500 company build a cohesive and strategic business model, he decided to start PMA. He now focuses on helping a number of the 10 million small businesses with 1-99 employees, as this is where he believes improved culture is the most important. Stuart knows firsthand that a company’s culture can make or break their lasting success.
Now more than ever people are concerned about what is in it for themselves. In order to appeal to everyone, we must speak in a way that they will truly hear. Stuart dives deep on his concept, “The Relevance Factor” and discusses how business leaders can use it to establish a more ubiquitously understood culture. He also shares tips for people who may not own a business, but wish to enjoy their current job more. Stuart outlines some common misconceptions that lead to misunderstandings and lack of top-to-bottom alignment. A company will be most successful when its whole team is in line with the target and communicating effectively, be sure to listen to Stuart’s insight on improving your workplace culture.
1-Min Sections:
- 5:47-6:47: People are not mind readers, leaders need to develop a culture rich in communication in order to get strategic success
- 8:02-9:14: Thoughts on inherent bias of people’s preferences/choices
- 9:33-10:34: Mistakes commonly made in communication with employees
- 12:04-12:58: Example based on telephone game
- 22:50-23:55: Break Free From Job Jail - tips for both employees and employers
Thursday Nov 30, 2023
Thursday Nov 30, 2023
Dyanne Ross-Hanson, Founder of Exit Planning Strategies, LLC, works with owners of privately held businesses to develop intentional ownership transition plans. She started Exit Planning Strategies, LLC, 10 years ago and has 30+ years of experience in the financial services industry. This work is Dyanne’s passion, and she considers objective expert consulting, independent of predetermined outcome or product, to be absolutely essential in exit planning. The sale of a business can be the single most significant financial event in someone’s life, the business owner needs to be prepared.
In her interview, Dyanne reasons that exit planning is not a single event, but rather a process. Without a plan, business owners who have put years of effort into their livelihood are leaving the transaction up to chance. She deep dives the notion that the most valuable component of the transaction are the key employees. Additionally, she shares valuable strategies for incentivizing key employees to stay post-transfer. Dyanne also discusses the difference between key employees and employees in key positions, which are not always the same thing. Twenty minutes is barely enough time to scratch the surface of Dyanne’s expertise.
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023
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
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
John "Murph" Murphy, founder of JK Murphy Advisors, specializes in helping business owners be prepared for all kinds of circumstances leading up the sale of a business. So what should an owner have prepared to discuss in case a serious buyer calls? Listen in to find out.
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Monday Nov 27, 2023
Monday Nov 27, 2023
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/
- 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.
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Thursday Nov 23, 2023
Thursday Nov 23, 2023
Jim Brubaker shares tips, ideas and precautions in the area of Financial Planning for after your business sells.
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
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:
Website:
Thursday Nov 16, 2023
Thursday Nov 16, 2023
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
Monday Nov 13, 2023
Monday Nov 13, 2023
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.
- 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.
Saturday Nov 11, 2023
Saturday Nov 11, 2023
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.
Saturday Oct 28, 2023
Saturday Oct 28, 2023
Click here to read this episode's transcript.
Steve Goodman, CEO and Founder of SHG Planning, has over 30 years of experience in business succession planning. His firm specializes in high-end, sophisticated business succession, estate planning, for high and ultra high net worth individuals. Steve enjoys the uniquely interesting challenge that comes with helping this level of client, both technically and emotionally. Steve’s goal is to make sure nothing is overlooked in your wealth transfer.
In his interview, Steve helps humanize and demystify this daunting process. Many people think not planning is easier than planning, as it may cause turbulence within the family, however not having a plan can cause even more family discord. Steve gives a few practical examples of common mistakes made during the planning process, and how individuals may be impacted by them. He also stresses the importance of deeply understanding your unique situation so your wealth and assets can be best managed. The insight Steve offers regarding the human side of estate and succession planning is indispensable.
- 5:25-6:28: A common reason people avoid exit and succession planning.
- 9:58-11:10: Problems that could arise when multiple children are involved in the family business.
- 15:12-16:14: A practical example of why planning is essential.
Friday Oct 27, 2023
Friday Oct 27, 2023
Dan Miller is a nutrition and wellness coach and today he will talk about making a plan to live a longer and healthier life.
Monday May 16, 2022
Monday May 16, 2022
Harley Bjelland is a Top Employee Benefits Attorney providing counsel for retirement plans, health plans and executive compensation plans.
Friday May 13, 2022
Friday May 13, 2022
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
Wednesday May 11, 2022
Wednesday May 11, 2022
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.
Friday May 06, 2022
Friday May 06, 2022
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.
- 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.
Wednesday Apr 06, 2022
Wednesday Apr 06, 2022
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.
- 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.
Tuesday Apr 05, 2022
Tuesday Apr 05, 2022
To Read This Episode's Transcript: Click Here
Susie Japs, Managing Director at Wejungo and esteemed Provisors member, is in the business of helping business leaders restructure their teams to get better results. She leverages her strategic, authentic, engaging approach and interactive style to challenge business leaders on common beliefs about recruiting, hiring, retention, and performance. We all know that our best assets go home each night and we must pay attention to our employees for the best results. On the people side of things, Susie has great insight into what we may be overlooking when preparing for an exit.
In her interview, Susie talks about three items companies commonly miss in their exit planning, and why having an exit strategy people plan is so important. She discusses various strategies that she uses at Wejungo to hire more effectively. Susie also details the areas to focus on when exit planning that you may overlook, but a buyer would certainly scrutinize. If the business couldn’t be handed over with ease, you may have a much harder time selling. She also walks through a valuable exercise for taking stock of your workforce and offers some powerful assessment tools. Susie’s expertise on working together more effectively could help your entire team’s performance, don’t miss out on her interview.
1-Minute Sections:
- 4:08-5:03: 4 Strategies Wejungo uses to help businesses hire better.
- 5:55-7:08: Common mistakes companies make in exit planning.
- 7:13-8:18: Examples of businesses that were doing well but may not be valuable to buyers.
- 9:34-10:37: Transferability and taking stock of key people.
- 11:51-13:06: Overview of the Strategic People Plan.
Thursday Mar 31, 2022
Thursday Mar 31, 2022
Mahyar Ghassemian, Ghassemian Law Group, APC discusses common legal problems and protection strategies, as well as tips and ideas for Business Owners.
Friday Mar 25, 2022
Friday Mar 25, 2022
Terry Hawkins, Founder and CEO of People in Progress Global, has been helping businesses build and use powerful systems, as well as shape workplace cultures, for over 25 years. Terry has been listed as one of the top 60 motivational speakers in the world and is also the author of “Why Wait to be Great? It’s Either Now or Too Late.” Originally finding success in Australia, after moving to the US, she found her old ways weren’t working. This led her to essentially restart from the ground up, and she has since come out the other side with a stronger business and even greater sense of purpose.
Her passion is making a difference, and in Terry’s interview, she emphasizes the importance of having very clear goals and passions. She dissects the process of mastery and cites routines and well-structured processes as key players in goal achievement. While Terry’s personality helped her business growth in Australia, she found it to be exhausting and not effective in America, which sparked her to reconsider business as a system of processes. Rather than putting people on a pedestal, Terry encourages leaders to put tried and true processes on a pedestal, and let trusted people run the processes. A business may seem highly successful, but Terry’s information may help you break your own perceived glass ceiling and achieve levels you hadn’t previously thought possible.
Thursday Mar 24, 2022
Thursday Mar 24, 2022
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!
Wednesday Mar 23, 2022
Wednesday Mar 23, 2022
In this 20 minute interview, Lynn Fulks, Principal Partner of Upstart Group LLC, discusses the tried and true methods er firm uses to help businesses develop effective marketing and branding campaigns. She explains a 3 stage process that requires thought and research (and investment) before resorting to tactics, and why most campaigns are doomed from the start.
Tuesday Mar 22, 2022
Tuesday Mar 22, 2022
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.
- 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.
Wednesday Mar 16, 2022
Wednesday Mar 16, 2022
Tuesday Mar 15, 2022
Tuesday Mar 15, 2022
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.
- 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.
Thursday Mar 10, 2022
Thursday Mar 10, 2022
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.
Sunday Jan 30, 2022
Sunday Jan 30, 2022
Morrie Shechtman is a Chairman of Fifth Wave Leadership, a company that deals the Human Capital Consulting. Today, he will discuss the topic of ending mediocrity in business.
Saturday Jan 29, 2022
Saturday Jan 29, 2022
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
Thursday Jan 27, 2022
Thursday Jan 27, 2022
John Bly is a Co-Managing Member of LBA Haynes Strand, LLC. Today, he will be discussing the topic of Mergers & Acquisitions.
Website: www.lba-cpa.com Email: johnbly@lbahs.com
Wednesday Jan 26, 2022
Wednesday Jan 26, 2022
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.
- 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.
Monday Jan 24, 2022
Monday Jan 24, 2022
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.
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.
Sunday Jan 23, 2022
Sunday Jan 23, 2022
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
Wednesday Jan 19, 2022
Wednesday Jan 19, 2022
Janna Hoiberg discusses tips and ideas for Family businesses. This time, we focus on challenges of preparing the business and family members for leadership transition.
Sunday Jan 16, 2022
Sunday Jan 16, 2022
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.
Friday Jan 07, 2022
Friday Jan 07, 2022
Monday Nov 08, 2021
Monday Nov 08, 2021
Friday Nov 05, 2021
Friday Nov 05, 2021
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.
Saturday Oct 30, 2021
Saturday Oct 30, 2021
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.
Friday Oct 29, 2021
Friday Oct 29, 2021
Barry Moniak is an Organizational Therapist at End In Mind. Today, his topic is Synergistic Culture and he will discuss the importance of 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.
Wednesday Oct 27, 2021
Wednesday Oct 27, 2021
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.
Friday Oct 08, 2021
Friday Oct 08, 2021
John Bly is an author and co-managing member of LBA Haynes Strand, PLLC. Today, he will discuss small business and the current M&A environment.
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
Kathy Mondotte talks about her current projects, and the reward of following your passions with fervor and dedication.
Tuesday Sep 21, 2021
Tuesday Sep 21, 2021
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.
- 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.
Thursday Sep 16, 2021
Thursday Sep 16, 2021
Peter Lehrman is the CEO and founder of Axial, an online platform used by thousands of business owners and their advisors to raise growth capital, explore acquisitions, and exit their business. Peter started Axial 11 years ago intending to improve how entrepreneurs execute the most important business transactions of their careers. His platform covers all the bases regarding business sales, eliminating gaps Peter noticed through the transaction process, and aims to elevate every aspect of the experience. Axial gives small business owners an opportunity to find professional help in a modernized way.
In his interview, Peter takes a look at business acquisition through a modern lens. While business owners wouldn’t hesitate to hire a realtor, he notes that many still believe they can handle business acquisitions without professional help. His platform serves as a matchmaker for buyers and sellers, and Peter discusses the importance of assembling the proper audience for garnering the most value. Peter also shares some exit strategies that we don’t usually talk about. Take the time to level up your exit planning and business acquisition strategies with Peter’s indispensable expertise.
- 10:19-11:20: Business owners don’t hesitate to hire a realtor, but surprisingly try to go it alone for a business sale - it is not that easy.
- 12:45-13:44: Describes the worst time to try to sell your business.
- 15:40-16:52: Improving business valuation by assembling an audience of potential buyers that fit the bill
Wednesday Sep 08, 2021
Wednesday Sep 08, 2021
Kip is president of Family Wealth Leadership; a wealth management and multi-family office firm, but unique in that they coach family members and future generations to mitigate the damage wealth can cause in family relationships. With that experience as a foundation, Kip is the author of a new book, The Legacy Family; Father, Son, and "Holy Coach"
Questions Answered:
1. Why did you write this book and who can benefit from reading it?
2. The title is unique. Is there a story behind the title?
3. As a family's net worth increases, especially if that includes a family owned and operated business, does that create challenges and haven't the families already addressed these issues through the estate planning they have done with their attorneys?
4. Is this a self-help book?
Contact Info:
Website: www.familywealthleadership.com
Email: kkolson@familywealthleadership.com
The book is available at Amazon, Barnes and Noble, Westbow Press, and www.kipkolson.com. If anyone is interested in meeting with us for a complimentary initial interview, we will give them a copy of the book.
Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
Barry Moniak is an Organizational Therapist at End In Mind. His topic is Synergistic Culture and he will discuss interdependence.
Questions Answered:
1) What does it take to have a synergistic outcome?
2) What is interdependence?
3) Why do we resist interdependence?
Contact Info:
Website: endinmind.com
Tuesday Aug 31, 2021
Tuesday Aug 31, 2021
Jim Doty of Doty Consulting talks about client situations he has encountered and exit planning readiness from a CFO's Perspective.