Exit Coach Radio

Ed Eppley - How to get top performance from your key people

Ed Eppley, Owner of The Eppley Group, has worked it from all angles, and joins us ince again as he shares important information for leaders of all sizes of businesses. He's also got a book out called "Let's Be Clear".

During this interview, Ed shares a link that you may find interesting. Here it is: https://www.perthleadership.org

Catherine Mattice Zundel - Building Positive Work Environments

Catherine Mattice Zundel, founder of Civility Partners, discusses the difference between bullying and harassing and how to transform a negative work environment in a positive one. 

 

 

 

 

Paul Ousterhout - KPIs Drive Profits Today and Exit Value Tomorrow (G2417)

 

 

 

 

 

 

 

 

 

The KPI Guy is dedicated to bringing actionable KPIs to small and medium business. We turn data to dollars by designing, implementing and optimizing business performance metrics. You can't manage what you don't measure. Website: kpiguy.com  Email: paul@kpiguy.com

 

Reb Risty - Update your marketing strategies for a new decade

Reb Risty of www.ReblMarketing.com joins us once again to discuss ideas for refreshing your marketing efforts.

Aaron Weiner - Structure Your Lease To Enhance the Sale Value of Your Business

Aaron's 30+ years of experience in representing tenants in lease transactions shows in this interview. 

 

Z. Christopher Mercer - Building Value? Protect it First

 

 

 

 

 

 

 

Z. Christopher Mercer, of Mercer Capital, discusses the importance of having a thorough Buy-Sell Agreement in place to protect what you work so hard to build. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net

 

Michael Wood - Are you on a solid Exit Path?

Michael Wood of Legacy Planning & Associates describes how you can be assured that you are on a tried and true path to an exit that fits your needs.

James S Wittmack - 3 Most Important Things a Business Owner Should be Doing They Aren't Doing Now

James Wittmack is a Master Strategist at IntelliVest Advisors. James helps small to medium size companies prepare for exit by driving profitability through operational efficiency.

Questions Answered: 

1) What's your most interesting funding story?

2) What's your most interesting turn around story?

3) What's your most interesting start up story?

Website: intellivestadvisors.com

Email: jwittmack@intellivestadvisors.com

 

 

David Sherak - Who Buys Who Out In Your Buy-Sell? (J0817)

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!

David Sherak discusses some of the many provisions of a Buy-Sell agreement to consider, especially the impact on your family and Estate Planning and Banking Relationships. 

 

 

Vaughn Sigmon - Spend More Time Working On Your Business - Not In Your Business (A1418)

TAB is a Peer Advisory Board that brings small groups of business owners together to discuss their most pressing challenges and in turn offer each other advice on how to overcome those challenges.

Questions Answered: 

1. What are Peer Advisory Boards?

2. How do Peer Advisory Boards help business owners?

3. What are the most common challenges business owners face?

 

Contact Info: 

 

Website: www.tabhuntingtonbeach.com

Email: vcsigmon@tabhuntingtonbeach.com

 

 

Kerri Salls - Maximize the Value of Your Business (F3017)

Kerri Salls is in the business of early exit planning for owners of private and family run businesses.

 

John Brown - 3 Reasons Why It's Harder to Exit Now Than It Was 10 Years Ago (H3117)

In this 20 minute interview, John Brown, Founder and President of Business Enterprise Institute  discusses some of the reasons why business owners put off exit planning, and why exit planning will be harder in the future for many business owners than it was 10 years ago. 

 

 

 

Charles Nenner - Researching the Market (I1317)

In 2001, Charles Nenner founded, and is president of, the Charles Nenner Research Center. Mr. Nenner has provided his independent market research to the following entities all over the world: hedge funds, banks, brokerage firms, family offices, and individual clients. Mr. Nenner worked for Goldman, Sachs & Co in NY, from 2001 to 2008. Before that time, Mr. Nenner worked exclusively for Goldman, Sachs & Co. in London, where he served as a technical analyst for Goldman’s fixed income trading group from 1998 to 2001. From 1997 to 1998, he served as the head of trading research at Rabobank International, and from 1992 to 1994, he was head of Market Timing at Ofek Securities in Tel Aviv. Mr. Nenner served as Director of Research at Windsor NY between 1987 and 1989, and was a Financial Consultant with Merrill Lynch out of its Amsterdam Office from 1985 to 1987. Mr. Nenner initiated a system of pattern forecasting and securities analysis, and developed a computer program which takes many indicators into account, including Mr. Nenner’s use of proprietary cycle analysis. Mr. Nenner graduated from Maimonides College Amsterdam in 1972, and from the University of Amsterdam Medical College, where he earned his medical degree in 1984.

 

Soyini Coke - Planning Pays: It's Powerful, Practical, and Profitable (C1918)

Soyini Coke is the Founder and Principal of Annona Enterprises. Today, she will discuss the benefits of planning, and why it's so important for success. 

Questions Asked: 

 

1) Strategic Planning is very often viewed by business owners as an exercise for large businesses. How can they make it both relevant and profitable in their operations? 

 

2) If a CEO doesn't want to do a 50 page business plan or strategic plan, what are your recommendations for how they can get some benefits?

 

3) What are some of the financial results you've seen business owners get from a great plan?

 

Contact Info: 

 

Website: www.annonaenterprises.com

Email: soyini@annonaenterprises.com

  

 

Jeff Blackman - Peak Your Profits

Jeff Blackman is a Hall of Fame Speaker and Best Selling Author of "Peak Your Profits". He's also an award-winning Business Growth specialist, and in this interview he shares great insights and tips into how you can lead your employees through tough times.

 

 

JJ Richa - The Interim CEO's role (F2818)

JJ Richa of Business Vision Advisory shares the role of an Interim CEO.

 

Lisa Caprelli - Five areas to achieve balance, happiness and fulfillment in life

Lisa Caprelli, Author and Host of the Happy Lifestyle show, shares some great tips on how to live a happy and balanced life.

 

 

 

 

 

Wayne Pinnell - How to Prepare for Your Inevitable Exit

Wayne Pinnell, Managing Partner of Haskell & White, one of Southern CA's largest independently owned accounting firms, shares tips, ideas and precautions for business owners on their way to exiting their business.

 

Chris Yonker - The Art of Navigating Family Business Succession

Chris Yonker shares tips about how to create a Family Business Succession plan while still being able to enjoy Thanksgiving dinners together.

 

Check out Chris's book available on Amazon: Soul Intention: An Executive's Guide to Building a Life by Choice, Not By Chance

 

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

Aaron Weiner - What You Don't Know About Your Lease Can Hurt You (K0417)

Aaron Weiner is the Sr. Vice President of Bailes & Associates. Aaron is in the business of Commercial Real Estate Brokerage and focuses on tenant representation. 

Questions Answered: 

1) "Real estate leases are long and full of fine print and legalese. How much of it is really negotiable?"

2) "Can you give me an example (or a couple of examples) of a lease clause that tenant's don't pay much attention to that can be negotiated to their benefit?"

3) "Most tenants equate high image with a fancy location and high rent. Are there other considerations they should be taking into account?" 

Contact Info: 

Website: aaron.weiner@weinerproperty.com

Email: aaron@bailesre.com

 

George Hicks - Prepare early to ring the bell (F1618)

 

George Hicks, Chief M&A Officer of TheM&A Brokers shares several tips and stories about how to have a transferable business so that you are able to "ring the bell" and sell successfully.

 

Please share this interview with your Social Media contacts!

 

 

Vincent Mastrovito - Exit Readiness: What it is and Why it's Critical

Vincent Mastrovito of Prometis Partners is a frequent and popular guest. Here, he reveals some of the key reasons why business owners fail to sell their business, and what they can do about it. 

Hans Sperling - Use Caution When International Buyers Come Calling

Hans Sperling, Attorney - Sperling Law Corporation discusses some of the precautions he helps his clients think through when International Buyers approach them for purchase of the business.

Transcript: 

Hans: I mean, I think, even in domestic transaction when you kind of see the money from working a long time to find a good buyer, people want to strike while the iron's hot. A lot of what we do is say, let's slow down a little bit and make sure we do this right. But, with international, as your saying, it's that much more risky. Yeah, they could be trying to get your intellectual property, that's very common, we protect you from that. And the other thing is, if you're manufacturing or you have some technology that might be sensitive, I mean it's not necessarily obvious, it's not necessarily a missile, it could be there's magnets, lasers, sensors, all kinds of things you might not think of as being military sensitive. There's a whole other area of the law that covers that, so that could be an issue. There's also something called a foreign corrupt practices act, which, when you're dealing internationally, you have to be very careful, because in some cultures, they might not look like bribes, but gifts and so are common, and you have to be really careful to stay on the right side of the law, especially US law. 

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

George Hicks - Maximize Your Value

George Hicks brings over 30 years business experience to the Merger & Acquisition profession. He is a CBI (Certified Business Intermediary) and a CBB (Certified Business Broker) and has been selected by the International Business Brokerage Assn. and the California Assn. of Business Brokers to lecture his peers on business Mergers and Acquisitions.  

George is qualified in the California Superior Court as an Expert Witness in Mergers and Acquisitions. He has been awarded an Industry Expert designation by the publishers of The Essential Guide to Pricing a Business, published by Business Brokerage Press. George has owned multiple businesses, mastering execution of the sales, marketing and operational disciplines that drive value in the business transaction world. He has received multiple awards for being the top producer in both dollar volume and quantity of deals from one of the largest brokerage offices in the country. His transactional experience has made him a sought after speaker and author for business media, educational institutions, peer associations and industry trade groups. 

George says that transactional experience combined with creativity and execution, result in maximizing value and getting businesses SOLD. 

 

We do 3 things: 

 

1) Sell businesses 

2) Provide business valuations 

3) Help buyers find the right business for them.

 

 

Vince Mastrovito - Is your Business Overly Dependent on You? (G1618)

Vince Mastrovito of Prometis Partners once again shares valuable tips and precautions for business owners!

Please share this interview with your Social Media contacts!

 

 

 

Rod Hatley - Essential Tips for Stress-Free Estate Planning

Back once again is Rod Hatley, of Hatley Law Group, one of the top firms in San Diego. Rod is an estate planning attorney who dealt with a 7-year probate when his father passed away. Now his passion is helping families avoid probates and courtrooms when the inevitable happens. Rod’s approach to estate planning is viewed through the lens of asset protection and he aims to help his clients make informed choices. Rod knows how stressful the transition after death can be and he hopes his clients don’t have to go through what he has. 

In his interview, he discusses estate planning in reference to the current pandemic and what you should be doing now. Estate planning isn’t just about what happens after death, but also planning for the transition process if you or a loved one were hospitalized and no longer able to make decisions or conduct business. Rod describes various necessary documents for a wide range of circumstances, as well as the importance of regularly updating your existing plan. When fear takes over, logic goes out the window, so it is important to be responsible and well-informed. Estate planning will not cause your death to come more quickly, so be proactive in preventing unneeded stress and let Rod’s expertise help you.

1 minute sections: 

• 6:54-7:46: Talking about the necessity of building a dynamic plan and maintaining it
• 16:20-17:23: Explaining how he puts his clients first and projecting some upcoming needs regarding estate planning
• 18:07-19:08: Starts describing his top 3 tips - explains the difference between will and trust
• 19:55-20:48: Estate planning doesn’t make you die any more quickly, but instead is the responsible choice to leave your family in a better position

 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Kandy Williams - How does Covid-19 Affect Your Business Transactions?

@KandyWilliams, one of the Founding Partners of Forward Counsel LLP, shares what is happening to business sale transactions and how you can prepare and minimize the impact of #COVID-19. Kandy is a member of @Provisors and the firm also handles Partner and Shareholder disputes, and Real Estate transactions as well.

#ExitCoachRadio

 

Are you and your Business "Transition-Ready"? 
Go to ExitOnline.org or Text EXITONLINE to 44222 for a free checklist and Assessment!

 

Andrew Bennett - Transformational Leadership (E0217)

Andrew Bennett believes a business's ability to thrive flows from its leaders. Leaders create the conditions for people to access their potential. Through consulting, coaching, speaking, training, and writing Andrew helps leaders create workplaces that unlock the power of the human mind and spirit. Today he’ll be talking about Transformational Leadership.

 

Questions Answered: 

 

1. What are the most important actions a leader can take to create an inspiring workplace?

2. What gets in the way of creating an inspiring workplace?

3. How can listeners use your information for their own transformation during their exit from what they’ve built?

 

Contact Info: 

 

Website: www.magicofandrewbennett.com

Email: andrew@magicofandrewbennett.com

 

 

 

Jim Muehlhausen - Are you ready to Half-Retire?

A strategy is rising in popularity called "Half-Retire". Is it for you? Jim describes the process and who it's best suited for. Visit www.halfretire.com for more!

Kathy Dawson - Succession Planning - How to Hire Top Talent (E1518)

Kathy Dawson, CEO of Dawson & Dawson National Search & Staffing, has been helping businesses find the perfect hire for 35+ years. In this interview, she shares her wisdom and tips for finding, hiring and keeping employees who are likely to be "key" to your business success.

 

 

Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz

 

Start Your Exit Plan Early with a Vision of Your Future - Chris Kramer

In this 1 minute Highlight,  Chris Kramer, managing Director, Strategic Equity Group discusses a few key tips about how to start your exit planning.

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

 

Andy Gole: Exponential Sales Growth and Emotional Intoxication Through Urgency Based Selling

 

Andy Gole of Urgency Based Selling shares important information for raising your sales results.

Craig Redler - Are your Assets Exposed?

Craig Redler of the Jeffrey M Verdon Law Group has a unique perspective on Asset Protection planning. Listen to his story!

Vince Mastrovito - Family Roles & Responsibilities

Once again, 

Vince Mastrovito of Prometis Partners, Inc. shares valuable information  some of the issues family businesses face and their solutions.

Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here

Kathleen McEntee - Marketing for the Customer Experience

Kathleen McEntee shares valuable tips and ideas about how to meaningfully engage with customers and reveals the biggest most business owners make in this area.

 

Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 

 

Leilani Quiray - HR Issues during a Pandemic

Leilani Quiray, CEO of Be The Change HR, INC, is truly a life-changer. After 20 years of #HR and philanthropy experience, she wanted to create a way to do both at the same time. Her company focuses on helping small businesses with HR #compliance and strategies, as well as providing job readiness coaching at non-profit organizations. Leilani enjoys the challenge of navigating new laws regarding employees, and her expertise is more useful than ever during a #pandemic. 

In Leilani’s interview, she takes a look at the new workplace and shares ideas on how to bring back some elements of office life into home workspaces. Additionally, she sheds light on how it may backfire if leaders ask more of their employees in these times under the guise that “they are lucky to be working.” Leilani also shares some great advice for employers who are uncertain of how to go about lay-offs and other cost-cutting measures that affect employees directly. Her personal approach to her work shows, and Leilani’s ideas are relevant to everyone during these turbulent times.

 

We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Leisa Reid - The Key to Mastering Your Mind in Business

Leisa Reid, Trainer and Speaker at Productive Learning, is in the business of personal and professional development through mind mastery. In her darkest place, Leisa took a workshop through Productive Learning and it turned her life around, eventually she started working for them to help others do the same. When faced with unknown circumstances, such as the current pandemic, we all have natural reactionary tendencies that can cause us to be less productive than we could be. Leisa is an expert on overcoming these obstacles and helping people harness the power of their own mind. 

In her interview, Leisa discusses how thoughts lead to results and explains the significance of meta-cognition. Specifically, she shares a model for how we can take control over our thoughts with self-inquiry in order to garner the results we desire. Leisa also expands on the fear responses of fight or flight, to include freezing and fainting as well. By slowing down and becoming aware of how you respond to a crisis, you can catch yourself in these thoughts, overcome, and ultimately become more productive. Lisa also offers some free tools to our listeners for their own mind mastery journey. Wherever you go, your mind goes with you, so don’t miss out on Leisa’s indispensable, extremely relevant information on mastering your mind.

1-Minute Sections: 

• 5:12-6:12: “Thoughts lead to feelings, lead to actions, leads to results.”
• 6:56-7:55: The root of worry and importance of slowing down and controlling your own thoughts.
• 9:02-10:08: Fight, flight, freeze, or faint - different ways of coping with fear and your awareness of your own response.
• 16:27-17:35: Your mind always has a goal, but sometimes your unconscious mind can prevail and get in the way by fulfilling its own goals. 

 

Joshua Dick - Grow Like a Lobster

Joshua Dick is a serial entrepreneur and author ("Grow Like a Lobster"). He discusses several great ideas on what you can do how to look attractive to a buyer.

 

Are you and your Company Transition-Ready? 
Text EXITMAP to 44222 for a free report & assessment!

John Dini - The Missing Factor in Exit Planning (K0717)

A new 15 minute online tool for business owners and their advisors to discuss preparedness for exit.

Questions Answered: 

 

1) Why do we need another exit planning assessment?

2) What happens when an advisor and an owner review the ExitMap reports?

3) Who pays for the reports?

Contact Info: 

Website: www.exitmap.com

Email: jdini@mpninc.com

 

 

Chris King - How's Your Flow Doing?

Chris King of Status Flow discusses what you can do to increase #efficiency and minimize stress and #burnout - especially in times of crisis like #Covid19.

 

We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

All Star Review #7 - A composite of brief guest clips

We hope you enjoy this 10 minute composite of Guest interview excerpts!

 

Click here to start your free exit-readiness assessment

 

Jessica Wilson - Certified Peaceful Bookkeeping (D2418)

Jessica Wilson, Owner of Ohana Bookkeeping, shares how she strives to make Bookkeeping minimally disruptive and ultra effective for business owners. 

 

Please share this interview with your Social Media contacts!

 

Gary Johnson: Tactics to Get More Quality Referrals (E2318)

Gary Johnson of J2 Marketing helps attorneys get more profitable clients. With over 20 years of sales and marketing experience, Gary builds strategies and offers simple solutions for attorneys to grow their practice by bringing in ideal clients. In this interview Gary shares valuable ideas for getting more referrals that can be used by anyone.

 

Please share this interview with your Social Media contacts!

 

Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz

 

 

 

Dr. Jerry Kornfeld - The Solution Within

Frequent guest and riveting speaker, Dr. Jerry Kornfeld shares the latest in medical information about strategies that can help you improve your outlook on life.

Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 

Miranda McCroskey - Your Professional License is at Risk

Miranda McCroskey of Unlock Legal shares her experience and precautions for Professionals of all kinds.

 

Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 

 

Sven Buncher - Options & Alternatives for Divorce

Sven Buncher of Buncher Law Group shares tips from his extensive experience in helping negotiate high asset divorces.

Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here

Ksenia Muench - Keep calm: I'm your insurance Advisor

Ksenia Muench of Wood Gutmann Bogart Insurance Brokers shares valuable insights about reviewing, understanding and insuring your risks as your life and lifestyle changes.

 

We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

 

 

Kerry Heaps - How to Book More Speeches

Kerry Heaps from Book.Speak.Repeat shares great tips to help you book more speeches.

Brandon Miller - Building Your Strengths (B1718)

Brandon Miller is a CEO of 34 Strong, Prominent Vistage member, and Gallup Certified Strengthsfinder Coach. He is in the business of building enduring strengths-based interdependent organizations through developing strong people, strong partnerships, and strong teams. The Strengthsfinder assessment has been gaining popularity, especially among Fortune 500 companies. Brandon is an expert at using these results to help teams communicate more effectively and improve all around. 

In his interview, Brandon connects the dots between leveraging employee’s natural strengths to increase in morale, retention, and engagement. Brandon explains how the Strengthsfinder assessment is different by focusing on what is right about people rather than what is wrong. People who are using their natural talents will become more engaged, and when this is applied to entire teams, they will enjoy a healthy boost in morale. Brandon shares measurable results as well as anecdotal evidence that prove the effectiveness of his claims. As a business leader, it’s crucial to remember that your best assets go home each night, invest some time in learning to strengthen your teams by listening to Brandon’s expertise.

1-Minute Sections:

• 2:25-3:30: Brandon explains Strengthsfinder and talks about how to improve engagement and collaboration by leveraging strengths.
• 12:10-13:30: How to begin to build your strengths and align strengths to help reach your goals.
• 14:17-15:22: Who is this for? Strong teams attract strong players and help retain them.
• 16:20-17:30: Stats and stories about engagement before and after the implementation of Strengthsfinder and how it relates to morale.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

Landon Yoshida - The Planning Everyone Needs

 

Click here to read this episode's transcript.

 

Landon Yoshida, Principal and VP of Wealth Management at Apriem Advisors, believes in serving first and selling second. Apriem has been named on Financial Times FT 300 list for the past two years. They attribute much of their firm’s success to the firm’s dedication to customer service, focusing on retiring industrial workers in Southern California. Landon used to work at a larger firm but sought instead to work in a setting in which he could really get to know his clients and their needs. 

 

In his interview, Landon discusses reasons why a solid relationship with your wealth manager and other advisors is crucial. He talks a bit about what led him to Apriem and why it is more fulfilling for both client and advisor. Landon also sheds light on what it takes to make a successful retirement plan. In a time full of insufficient, impersonal automated services, hands on customer service from people like Landon is essential.

 

1-Minute Sections:

• 5:50-6:54: Cold calling vs. establishing a relationship - serve first, sell second.
• 10:48-11:56: Can you actually retire nowadays or will you have to get another job?
• 14:09-15:18: How to make the plan actually work and how it engages the next generation.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!