Exit Coach Radio

Chaz Dykes - Why You May Be Forced to Change Your Lighting

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Chaz Dykes discusses cost saving measures for companies and the future of LED lighting.

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

Michael Levine - Income & Wealth Preservation Planning

Michael Levine is the President of Levine Insurance Advisors, a company focused on income and wealth preservation planning. 

 

Questions Asked: 

 

1) Tell us about your background in accounting. 

2) What is your business approach?

3) How do you approach each client?

 

Contact Info: 

 

Website: www.levineadvisors.com

Email: michael@levineadvisors.com

 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Jim Doty - The Need for Checklists in Exit Planning

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

 

Another 1 minute highlight from Jim Doty's recent interview. The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

 We add new content daily, so come back often! 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

John Foley - Are You Looking Forward To Buyers Looking Backwards?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

John Foley and David Shaffer discuss the benefits of preparing for due diligence early.

 

Transcript: 

Bill: How can you be prepared for what your buyer’s are going to be looking for? Here’s expert John Foley.

John: What we usually share with a client is that if they are looking for an exit-strategy, particularly looking towards an investment firm, they’re gonna have to demonstrate not only a future revenue projection, but also historical performance. So, if we’re in a start-up mode, it’s not realistic to expect that someone’s gonna jump in like Google and buy you on day one. You really need to have that 3 to 5 year history behind you. So, for us, it’s saying, start at any time, the earlier the better, and based on where you are in your life cycle, let’s determine what the appropriate target exit is, what is the multiple target, how are we gonna reach that value?

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Adam Grant - Are you In Sync With Mobile Technology Trends?

Adam Grant of Alpert, Barr & Grant heads up the Mobile App Practice Group. He offers tips for getting in sync with current mobile technology trends.

See the Index for more on this Topic or by this Guest. Listen on iTunes: iTunes.ExitcoachRadio.com 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Andrew Scammon - Strengthen & Lengthen Your Retirement Plan

Andrew works with Financial Planners and Advisors, CPAs, Trust Attorneys and Realtors to strengthen and lengthen retirement planning.

Questions Answered: 

1. What customers worry about versus what they should worry about?

2. How important is liquidity to retirement? 

3. What are some red flags when discussing reverse mortgages?

Contact Info: 

Website: www.effectiveretirement.com

Email: socalreverse@gmail.com

Bonus Material: 

No obligation discussion whether reverse mortgage will help you, or your clients, reach your retirement goals. Free second look for clients already considering reverse mortgage.

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Reuben Franco - The Key To Maximizing Membership is to Get Involved

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below!

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Larry Sukay - A Strategic Approach to Purchasing Insurance

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Transcript: 

Larry: Purchasing insurance: so often that a CEO of an organization or the CFO of an organization, the biggest mistake they make is they go ahead and they focus on the cost of it. So that, kind of going back to what's the process? You know, first you're doing an organizational analysis or operational analysis, then you do a coverage analysis of the current programs, and then the third step is to write an insurance spec. Okay, so that's spelling out what insurance that we need and how it needs to be structured, and then going out to market and getting quotes based on that. Limits of insurance mean absolutely nothing, what's critical is the details that are within those policies. So if you have an insurance spec of what everything is supposed to be covered, how it's supposed to be covered, the detail of what you're looking for relative to the terminology within that legal contract, then you go ahead and look at the market price based on that. That's how you buy insurance. Buying it just based on limits is literally Russian Roulette.

Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below!

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

T. Phillip Boggess - Planning First Steps

T. Phillip Boggess of TPB Financial discusses the critical first steps of planning.

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners. 

Transcript: 

Bill: What's the first step in planning? Here's T. Phillip Boggess

T: The first thing for everybody, whatever you're doing, is you need to get started. The plan isn't worth the paper it's written on, unless you take steps to move toward your goals and take the action steps you had in there. The reality is, the earlier you get started on most of these things, the more options you have, the more likely you are to be able to accomplish what you're trying to accomplish. And the second part is, your plan has to be flexible, and you have to review it to make sure over time that it's still performing the way you want it to, because things change, you know, whether it's laws, taxes, economic environment, your goals, your personal situation, it's gonna change. So, we have to review it and make whatever tweaks are necessary along the way to keep you going along that path, or making the turn, if your goals have changed, to your new path so we are going the direction that you want to go at that time. 

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Rhett Bray - What Your Broker Can Do To Help Contain Costs

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Rhett Bray of BeaconPath discusses how employers can use the services of a Broker to contain medical insurance costs.

Transcript: 

Bill: Medical insurance is a big part of your budget. How do you contain those costs? We ask medial expert, Rhett Bray. 

Rhett: We'll talk about wellnesses, how we can start to communicate the importance of wellness, and that we give the people and the employers the opportunities to do things that will help them to become healthier. We start to educate them on the importance of annual physicals, we start to educate them on preventative care. Women do this quite well, men have the tendency to wait until body parts don't work, and then they go, which can be late. And it's interesting, we take better care of our car, we change the oil, we see the lamplight come on, and for a lot of us, we don't do the maintenance that we should do on a regular basis. That will identify a lot of issues people have, that now you can start to address easily through medication, through exercise, or diet. There are just a few key areas that you can identify that will drive these higher costs. 

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Marc Koehler - Leading with Purpose

Host: Bill Black. 

Marc Koehler discusses health care legislation and its effects on small businesses and their employees. 

Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

Transcript: 

Marc: I think the most successful companies are the ones that manage change the fastest. And so if you can manage change the fastest, you're gonna win. It's no longer good enough for the CEO to have a command and control style. Everybody has to be engaged and deliver on the brand purpose. And it's so satisfying when you as a team leader can put a challenge out to your entire team and have them help you to manage change and really drive success. 

To hear more tips from over 750 Advisors, visit exitcoachradio.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Pat Peason - Want to Retire By Age 55? 4 Ways to Make It Happen

Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income. His process helps each client understand how much risk is appropriate in determining the optimal asset allocation for them.

Questions Asked: 

 

1. Is retiring early simply a case of money, or are there other factors?

2. How does healthcare factor in a decision to retire early?

3. What kind of portfolio do I need to retire early?

 

Contact Info: 

 

Website: http://www.harvestfg.com

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Scott Donnelly - Why Are You Changing and Who's on Your Team?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Scott Donnelly, CPA and Partner, PDM, LLP discusses some of the first questions he asks a new client to understand what they did not get from their last service provider and to understand who else their Advisors are to help understand if there will be a cooperative team.

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Harry Barth - Asset Protection Can Lead to Reasonable Resolutions

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Harry Barth, BarthCalderon, LLP discusses a primary goal of Asset Protection strategic planning -- to slow down the litigation process so that reasonable resolutions can be achieved.

Transcript:

Harry: “I think a very important component to understand is that as with all business deals, asset protection being just one of them, is to be able to settle a proposed claim within reasonable limits. It’s very, very difficult to do that if you’re in the jeopardy of losing your home, losing your business, and losing your life savings, so I think that it’s important that asset protection is granule. We look at the various components, we take into consideration all of the goals and objectives of our particular clients. And there’s not one particular size fits all, every situation is very, very different, every background is different, every family make up is different, every business transaction is different."

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Bill Erfurth - Heroes Behind the Badge

Bill Erfurth is the President of Modern City Entertainment, a Film & Entertainment Company based out of Ft. Lauderdale, FL. Today, he will discuss the two films he has produced: Heroes Behind The Badge. 

Questions: 

 

1) What is the goal of these films? 

 

2) Explain the partnership with the National Law Enforcement Officers Memorial. 

 

3) How can people get a copy of your films for support? 

 

Contact Info: 

 

Website: http://moderncityentertainment.com/

Email: bill@moderncityentertainment.com

 

Bonus Material: 

 

Both full length feature films can be found here. 

 

Help spread the word and share our Facebook Page!

 

First Film Trailer

 

Latest Film Trailer 

 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Bob Karcher - Who Are the Joneses Anyway?

We are super excited to have our first book launching within a week. Who Are the Joneses Anyway? has already proven popular with its early readers is generating plenty of buzz as the launch date nears.

Questions Answered: 

1) What is your book about?

2) What inspired you to write your book?

 

3) What’s next for you?

Contact Info: 

Website: www.whoarethejonesesanyway.com

Email: bob@bobkarcher.com

Bonus Material: 

Book now available on Amazon!

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

AM830 Show 1/8/2017

Bill interviews Tom Bliss & Jasmine Sandler

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

AM 830 KLAA 01/01 2017 Show

Happy New Year!

Bill interviews Al Kileen and Klaudia Kovacs

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Ben Olsen - It Starts with Trust

Ben Olsen of the DVS Group discusses what it means to be a "Ready to Sell" business owner.

Email:  ben.olsen@thedvsgroup.com

Website:  www.thedvsgroup.com

 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

Devon Blaine - How Do You Know What to Put Into a Disaster Plan?

Guest: Devon Blaine
Company: The Blaine Group, Inc.
Website: www.blainegroupinc.com 

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

Rhett Bray - Medical Insurance: How Do You Contain Costs?

Guest: Rhett Bray
Company: Beacon Path
Website: www.beaconpath.com 

 

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

 

Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

 

AM 830 KLAA 12/25 2016 Show

Bill interviews Jack Daly & Jennifer Holland

 

 Business Owner Listeners: You asked, so we created solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 for the free info or click here

Phil Boggess - First Steps in Planning for Retirement

 

Guest: T. Phillip Boggess
Company: TPB Financial
Website: http://www.lawtpb.com 

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

 

Need to get your Business or Estate in order? From Pre-Nups to Living Trusts, Employment Agreements to Buy-Sell Agreements (and everything in between) get the legal documents and help you need at deep discounts through Rocket Lawyer. Choose a 1 week trial and the first 3 document are free! Click here to visit their website.

 

ExitCoachRadio.com … Come Listen for a Minute!

Jim Blue - Planning for Technology

Guest: Jim Blue
Company: Blue International Ltd.
Website: www.bluetotor.com 

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

 

Need to get your Business or Estate in order? From Pre-Nups to Living Trusts, Employment Agreements to Buy-Sell Agreements (and everything in between) get the legal documents and help you need at deep discounts through Rocket Lawyer. Choose a 1 week trial and the first 3 document are free! Click here to visit their website.

 

ExitCoachRadio.com … Come Listen for a Minute!

Jeff Mose - All About Annuities

When Jeff Mose earned his insurance license and became a financial advisor in 2002, some might have seen it as a somewhat radical career change. In truth, however, Jeff’s extensive and accomplished background in the fields of communication, education and entrepreneurship served as the perfect foundation from which to launch a career in financial services.  Today, Jeff draws upon his impressive past to provide a uniquely high level of expertise and client service. With a focus on proactive communication and education, Jeff teaches clients how to take ownership of their personal finances and confidently build toward a secure financial future. 

Having successfully managed and grown businesses in the midst of all the market turmoil and economic challenges of the past 30 years, Jeff has a unique insight into the financial tools and strategies that work best in varying market conditions. He knows first-hand the importance of “financial defense,” and teaches clients how to grow their money using conservative, “bird-in-the-hand” strategies designed to also protect their portfolios from potentially devastating losses.

A Maryland native, Jeff got his start in business with a part-time job in a sporting goods store while still in high school. He served in the U.S. Navy and Reserves near the end of the Vietnam War, and afterward went into sales and marketing for an upstart company called Nike.

While studying mass communication at Townson State University, Jeff worked behind the scenes and as on-air talent for Maryland Public Television. From there, he moved to the executive offices as a fundraising developer. Returning to Maryland, Jeff worked as Development Director for Baltimore-based WJHU-FM, and his success there led him to similar positions with the Maryland Chapter of the American Lung Association and the historic ship, Pride of Baltimore II. 

Then, recognizing that the Internet was poised for explosive growth, Jeff used his skills to become the marketing and communications manager for start-up Aether Systems, one of the first software developers for web-based handheld devices to track financial data. In 1995, Jeff helped prepare the company for its Initial Public Offering (IPO) and contributed to its eventual growth into a $12.8 billion company. After leaving Aether, Jeff co-founded the data-security company KoolSpan, Inc., and helped oversee its growth until leaving to pursue his career in financial services. 

In 2009, Jeff opened his own company, adopting a unique business model geared primarily toward retirees and near-retirees and focusing on conservative financial strategies designed to provide reasonable growth, dependable lifelong income and protection from damaging losses.  Jeff has been quoted in USA Today and the Wall Street Journal, as well as featured on the cover of Senior Market Advisor.

 

Questions Answered: 

 

1) It appears that there’s more than one type of annuity. If I’m correct, what are the different types of annuities?

 

2) With all these good reasons to love annuities, why don’t more people buy them? Studies show that just .25% of the IRA market are in annuities.

 

3) Pensions are the monthly paycheck for most of America’s current retirees. But that’s changing as the secure income offered by pensions is no longer being offered to the majority of today’s workers. They now have a 401k or similar retirement plans. Can these plans be counted on for a guaranteed paycheck or is that something an annuity can provide?

 

Grow the value of your business by 71%! Here's how:
Of course you know how to work IN your business. Take my FREE 6 week Value Drivers course by email and I'll teach you how to work ON your business and grow your value. You have nothing to lose! - Bill Black, 30+ Year Business Consultant and Host of the Exit Coach Radio Show on AM830 in Los Angeles
www.BizValueCourse.com

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group | Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

 

Nellie Akalp - When, Why, and How to Incorporate

Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate, when to incorporate and in what state to incorporate.

 

Questions Answered: 

 

1) What are the basics of business structures? 

2) What should our audience know about them?

3) When should you incorporate?

 

Contact Info: 

Website: www.corpnet.com

Email: allison@matryshkamedia.com

 

Bonus Material: 

 

CorpNet.com free consultation: http://www.corpnet.com/free-business-consultation/

Grow the value of your business by 71%! Here's how:
Of course you know how to work IN your business. Take my FREE 6 week Value Drivers course by email and I'll teach you how to work ON your business and grow your value. You have nothing to lose! - Bill Black, 30+ Year Business Consultant and Host of the Exit Coach Radio Show on AM830 in Los Angeles www.BizValueCourse.com

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

 

Scott Bailey - Is Professional Knowledge Being Used Against Professionals in the Sales Process

 

Guest: Scott Bailey
Company: Sandler Training by Bailey Marketing Concepts
Website: www.baileymarketing.sandler.com 

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

 

Grow the value of your business by 71%! Here's how:
Of course you know how to work IN your business. Take my FREE 6 week Value Drivers course by email and I'll teach you how to work ON your business and grow your value. You have nothing to lose! - Bill Black, 30+ Year Business Consultant and Host of the Exit Coach Radio Show on AM830 in Los Angeles www.BizValueCourse.com

Need to get your Business or Estate in order? From Pre-Nups to Living Trusts, Employment Agreements to Buy-Sell Agreements (and everything in between) get the legal documents and help you need at deep discounts through Rocket Lawyer. Choose a 1 week trial and the first 3 document are free! Click here to visit their website.

 

ExitCoachRadio.com … Come Listen for a Minute!

Quick Tips - 1 minute videos - Kenneth August

Kenneth August shares tips on international business.
www.AugustLawGroup.com

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

Grow the value of your business by 71%! Here's how:
Of course you know how to work IN your business. Take my FREE 6 week Value Drivers course by email and I'll teach you how to work ON your business and grow your value. You have nothing to lose! - Bill Black, 30+ Year Business Consultant and Host of the Exit Coach Radio Show on AM830 in Los Angeles www.BizValueCourse.com

Need to get your Estate in order? From Pre-Nups to Living Trusts, and everything in between, for business or personal needs get the legal documents and help you need at deep discounts through Rocket Lawyer. The first document is free! Click here to visit their website.

ExitCoachRadio.com … Come Listen for a Minute!

Michael Weisman on Exit Coach Radio AM 830 KLAA 12/18/2016 Show

Host Bill Black interviews Michael Weisman about his new book "Choosing Higher Ground" (now available on Amazon) and Holly Green from the Human Factor on using your brain to be more effective.

 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

 

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

Listening from an iPhone or iPad? Get our App in the App Store: click here

Brad Williams - Millennials Are Scared to Invest

Brad has over 25 years of addressing the financial concerns of retirees and business owners. Add his strong communication skills and Brad, after first listening to his clients’ needs and concerns, is able to simplify and explain in everyday language even the most complex concepts and alternatives. He treasures the trust his clients place in him and safeguards it by his words and actions. His reputation for unquestioned integrity is far more important to him than any fee or commission. For these reasons and more, Brad often forms a close personal relationship with his clients.

While he can be described as a personable and caring person with a passion for his work, Brad’s most accurate characterization might be “the consummate professional.” His singular goal is to treat his clients “as if they were my own parents” and help them build a sound foundation for their financial house. By any measure, some say, he is an advisor worth standing in line to do business with.

 

Questions Answered: 

 

1) How have millennial's life experiences affected their attitudes about investing? 

2) Why are their priorities are different than other generations?

3) Why should they be concerned about retirement savings?

 

Contact Info: 

 

Website: www.askbradwilliams.com 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

1 Minute Video Tips - Lauraine Bifulco "Compliance Issues - When to Worry"

AM830 KLAA Show 12/11 featuring Sean Ponist and Theresa Oatman

 

Host Bill Black interviews Sean Ponist about "How You Can Work Most Effectively with an Attorney" and Theresa Oatman "How to Structure Key Employee Benefit Programs and What You Need to Know to be Compliant"

 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

 

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

Listening from an iPhone or iPad? Get our App in the App Store: click here

Jonathan Boring - Social Media: How Often, and When and Where?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Ever wonder what the industry "best practices" are regarding which Social Media site to use, and how frequently to "tweet"? Jonathan Boring of Social Spice Media shares tips about Social Media.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

 

AM 830 KLAA 12/4 2016 Show featuring Mike Goodfriend and Colleen McKenna

Today's show features Mike Goodfriend discussing how to transition Managers into Game-Changing Leaders and Coleen McKenna discussing how to get more from LinkedIn.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

 

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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

Listening from an iPhone or iPad? Get our App in the App Store: click here

Jeffrey Verdon - All About the NING Trust

Jeffrey Verdon is a managing partner at Renowned Trusts & Estates, and is also an asset protection lawyer. Jeff will be speaking about the recently popular NING Trust being used by residents of high income tax states to eliminate state income tax on Non-CA source investments. 

 

Questions Asked: 

 

1) What are the two or three most popular and beneficial pieces of advice you generally provide?

2) What is the NING Trust and who is the best candidate for one?

3) Can you give an example of how the NING Trust could be used by a CA high tax resident to save state income tax?

 

Contact Info: 

 

Website: www.jmvlaw.com

Email: jeff@jmvlaw.com

Bonus Material: 

Call 949 333-8150 for a no cost telephone interview

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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AM 830 KLAA 11/27 2016 Show

Bill Black interviews Kate Azar and Chuck Gallagher for their expert tips and ideas.

 

 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

 

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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

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1 minute Video - Treat Your Business Like an Investment

An excerpt from an interview with Don Burzen of www.PositiveExits.com

Jim Sullivan - Tax Planning and Land Conservation

Jim Sullivan discusses the tax benefits and strategies tied to land conservation. 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Darrell Moon - Controlling Health Care Costs

Darrell Moon is the CEO of Orriant, a company focused on Corporate Wellness. Today, he will discuss health care costs and how your business can control them. 

 

Questions Answered: 

 

1) How much does the US spend on healthcare every year?

2) How much of that is due to poor health habits?

3) What are the "best practices" of engaging people in changing their behavior?

 

Contact Info: 

 

Website: www.orriant.com
Email: darrell@orriant.com

 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Pete Tentler - Clearing Up 2 Misconceptions About Reverse Mortgages

What have you heard about Reverse Mortgages? In this brief highlight, Pete Tentler of Liberty Home Equity dispels 2 common misconceptions about Reverse Mortgages. The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer Business Owners contemplating Business Succession and Exit Planning.

Transcript: 

Pete: Many believe that when you obtain a reverse mortgage, the lender owns the home. However, this is not true. The borrower's will retain the title and ownership during the life of the loan, and they can sell their home at any time. The loan will not become due as long as the borrower continues to meet loan obligations, such as living in their home as their primary residence, maintaining the home according to the FHA requirements, and paying property taxes and homeowner's insurance, just like you normally would. 

Bill: I had heard one time that home equity conversion mortgage means that they lose the home when they die. Now, is that correct, or is that wrong? 

Pete: That's wrong. This is another common misconception. Their heirs can sell the home to pay off the loan or keep the home by paying off the loan, balance in full. So, they can live in the home for as long as they desire, and at no time can we say, "hey, time for you to move out." As long as they maintain the property as their primary residence, and pay their property taxes and insurance, they can live in the home forever. 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Brad Leggett - Sales Team Motivation Best Practices

Brad Leggett of The Leggett Group shares tips about how to motivate sales teams.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group 

Listening from an iPhone or iPad? Get our App in the App Store: click here

 

 

 

 

AM 830 KLAA 11/13 2016 Show

On this show, Bill interviews Roberta Taylor and Rick Usher for their Tips, Ideas and Precautions.

 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

 

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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

 

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Addison Adams - Review Vendor and Customer Contracts for Transfer Restrictions

Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!

Attorney Addison Adams of Richardson & Patel, LLP discusses some of the important tips that business owners should consider in preparing to make their business more transferable to a Buyer.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Devon Blaine: Promotion Strategies To Appeal to Strategic Buyers

Devon Blaine of the Blaine Group discusses several concepts to promote and protect your business.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Roger Royse - Today's Start-ups need to prepare for Exit Early

Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!

Roger Royse, Attorney-Royse Law Firm discusses why many Start-up companies have a shorter life span and they must be very attuned to having an Exit Strategy right from the start.

Transcript: 

Roger: Start up companies, if they expect that they're going to get institutional funding like a lot of them do, have to anticipate a fairly early exit because their venture capital investors are managing funds that have definite endpoints, those funds term out. What happens is, as they get to the life of the end of the fund, or as they hold an investment for awhile, they're going to get increasingly demanding about seeking the liquidity of that. So, even though the founders might like to stay in the company for a long time, you can expect that the investors are going to want to see an exit, in other words, the sale of the company, certainly within 5-7 years. Now, having said that, I've got companies, legitimate startup companies, that have been my clients for 15-20 years. It just turned out that it was a good cash business and they just hung onto it and didn't just build it to sell. But, the typical startup, they expect a pretty fast exit, especially these days. 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Louis Tucci - An Exit Plan is Like a GPS Directing You to Your Post-Business Life

 

 

 

 

 

 

 

 

 

In this 1 minute highlight, Louis Tucci, Owner, L. TUCCI FINANCIAL LLC discusses the similarities between a GPS device that keeps you on track to a destination in your car and an Exit Plan that keeps you on course to exiting your business.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here

Securities offered through Securities America, Inc.  Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. Louis A. Tucci Representative.  Financial Principles, LLC and Securities America are unaffiliated.

 

 

 

Kris De La Pena - Do It Yourself Is Not Always Efficient

Quick tips from Kris on common mistakes investors make. Find his full interview with the search bar.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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Rick MacBarron - Exit Planning Takes Time

Rick MacBarron shares planning tips from his 30+ years of experience working with business owners and high net worth individuals.

Transcript: 

Bill: Two of the most frequently asked questions about exit planning are: when should I get started, and what should I be looking for? Here's Rick MacBarron. 

Rick: You don't want to wait too long, right? So, typically, the people that come to me are going to be in their 50s, early 60s sort of thing. You have lots of options when you have a 3-5 year runway before you intend to actually do something with a company. So you need some time, that's point number one. Point number two is that, in most cases, it is very, very important to take a careful look at the business and make sure that it's prime for an optimal sale. So, I got to know Andy and I got to understand how he was operating his company. He actually had four separate operating companies, and he did things where he moved money back and forth, and so forth. And one of the things that concerned me about that is how would a buyer perceive that? 

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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John Warrillow - A Business Owner's Job is to Build Company Value

The Value Builder System is a statistically proven methodology for increasing the value of a business by up to 71%. The proven system is 100% advisor-led, meaning the only way an entrepreneur can leverage the methodology is through the support of a Certified Value Builder™.

Questions Answered 

1) What is the biggest mistake owners make in approaching their exit? 

2) What is the biggest mistake advisors make it approaching owners about hiring them as a coach?

Contact Info

Website: ValueBuilder.com

Email: John@ValuebuilderSystem.com

Bonus Material:

"Built to Sell" is sold on Amazon. Whether you are a business owner or advisor who serves them, Go To ValueBuilder.com and complete thequestionnaire

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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AM 830 KLAA 10/30 2016 Show

Bill Black interviews Ken Nutter and Tawnya Gilreath.

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

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Sponsors: Exit & Retirement Strategies, Inc. | BEI |Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

Listening from an iPhone or iPad? Get our App in the App Store: click here