Exit Coach Radio

Josh Brown - Bet On Yourself (K1317)

Host: Bill Black Audio Library: www.ExitCoachRadio.com

Josh Brown discusses business ownership and offers tried & true methods that help both business and franchise owners scale and grow. 

Transcript: 

Bill: So, where do people tend to go wrong when they get into franchising?

Josh: I think people fall in love with brands, but they don't understand the underlying business model. And, if you're going to buy a franchise, and be a good operator, you have to understand the underlying business model. I think people don't take as much time and consideration into factoring in their territories, because, as much as you are buying a system, and you're buying a brand, and you're buying the expertise of somebody else who has come before you, your location, your backyard, your geographic location is so important for your business because we were talking about how small business who are not franchised compete against franchises, well franchises are competing against them, as well. 

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Laura Ladoux - Legal Strategies to Protect and Grow Your Business

Laura Ladoux shares a quick idea regarding setting up a business in a Community Property State (like CA). 

Transcript: 

Bill: What are some of the things you should be thinking about when you set up your business in a community property state? Here's Laura Ladoux.

Laura: One of my favorite things to do is help people understand that California is a community property state, and a lot of people don't really understand what the ramifications are of setting up a business when you are living in a community property state and you do have a spouse. One of the things I like to do is to sit down and find out if we need to have a community property meeting in place, is the spouse going to be a part of the company, do they want to be completely hands off? You know, we don't like to think of divorce, but my job as an attorney and as a legal business coach is to look at the holistic aspect of it and to prevent problems before they come, and it's a lot easier when you're setting up a partnership or a community property agreement when everyone's happy and friendly, to determine, okay, on the off-chance that this dissolves, what are we going to do?

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Rhett Bray - What A Good Broker Does To Earn His Commission

Ever wonder whether your Benefits Broker was earning their commission? In this brief highlight, Rhett Bray of Beacon Path explains how a Broker can earn their pay many times over when it comes time to renew your benefits. 

 

 

 

Larry Bell - Plan Your Unique Solution

Larry Bell works in the field of benefit planning for Non Profits after final regs. 

Questions Answered: 

1) How does it work?

2) Why would the client want to use this planning tool?

3) Why do consultants and clients need to use to solve the problem?

 

Contact Info: 

Email: larrybell@theuniquesolution.com

 

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Tim Hollinger - Building Retirement Plans That Help Employees Finish Strong

Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. A discussion about the new trends to automate employer-sponsored retirement plans in order to produce a better retirement outcome.New content daily - check back often!

Transcript: 

Tim: If you've got a number of participants that are around 60 years old, for example, and you take the statistics that we just said in terms of how much money people would save for retirement and their readiness, and they look at it and they think, "well, I think I'm gonna keep working another three or four years," and then they start doing the math and they realize, "wait a minute, I don't have the money to do that." Well then, what's the natural tendency? They continue to work. And if that happens, you've got people working into their late sixties, early seventies. Nothing wrong with that, but what's the cost implication to the employer to have those folks as part of the health & welfare program that the employer, their productivity and those types of things. Those are opportunities for employers to really look at that. You know, those outcomes could actually get them to refocus on, as opposed to just offering the plan, having the plan work, and actually reach some of the goals in giving those folks an opportunity to leave when they're ready to leave. 

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John Dade - Manage Your Future

A 1 minute highlight of John Dade's interview. 

Transcript: 

Bill: Why should an investor look into something like a managed future? 

John: Well, managed futures should be part of every investment portfolio. This goes back to the 1950's. A lot of people smarter than myself, Harvard professors, professors at the University of Chicago, Henry Markowitz back in the 1950's, came up with what's called, "Professionally Managed Futures: A Modern Portfolio Theory," which states that when you add a non correlated asset class to a balanced portfolio, not only do you get higher rates of return, but you also reduce your overall volatility and risk in the portfolio. A future's position is a commitment to do something whether you guess right or wrong, and it can be very expensive. On the other side, an option's position is what it is, it gives you the option, if you're right or wrong, to commit. So, simply, it's less downside risk.  

 

 

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Ross Givens - How to Build a Wealth Empire

Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities)

 

Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each. 

 

As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework. 

 

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Veronica Saldivar - Your Perception May Not Be Reality

Veronica Saldivar has grown and sold a business - she describes some of the lessons she learned.

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

 

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Brad Williams - The financial landscape is always changing

Brad Williams discusses how changes are occurring regularly and explains how he keeps on top of it all for his clients.

Anthony Saccaro - Today's challenges in the financial transition to retirement

Anthony Saccaro shares excellent tips on preparing for a financial transition

David McAlvany - What's happening in the markets and why?

David McAlvany discussed the current market conditions, explains how we got here and offer suggestions on what to do about it.

Pete Tentler - 2 Client Examples of the Potential Benefits of a Reverse Mortgage

Pete Tentler discusses two examples of Revers Mortgage transactions and the benefits to the clients.

 

 

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Jonathan Levy - Post-Sale Liquidity

A 1 minute excerpt from a recent interview with Jonathan Levy. 

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Russ Williams - Non-Profits Need to Tear Down Silos and Collaborate

Russ Williams, Founder of the Passkeys Foundation and the Ethical Edge, discusses his observation in working with Non-Profit organizations that they have a lot to gain through collaborating with pother Non-Profits and a lot to lose if they don't.

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

 

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Brandon Miller - Team Roles Should Rely on Strengths

Here's a 1 minute highlight from Brandon Miller. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!

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David Roemer - You Can't Manage Your Time if You Don't Track It First

David Roemer of DDR Group, Inc. shares a 1 minute tip from his interview. Hear the full interview for more great tips!

Transcript: 

Bill: It's been said that one of the building blocks of planning is managing your time properly, but how do you do that best? Here's an idea from action coach David Roemer. 

David: To track your time for one week, you really have a much better idea of where you're wasting your time right now. I know I've done it, and I was shocked. I didn't realize I was spending as much time, for example, just doing things like answering emails that really didn't need to get answered right then and there, that could've waited. Doing things like picking up the phone instead of letting it go to voicemail and having to get back to what I was doing after the phone call. Because those distractions kind of throw you off, you waste time. So, tracking your time for a week really gives you a better sense of where you're wasting your time. 

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Nellie Akalp - The Importance of Business Structure

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. 

Contact Info:

Website: www.corpnet.com

Email: allison@matryshkamedia.com

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John Grace - Are you and your life's savings ready for what's next?

John Grace of Westlake Financial Advisors joins me once again to discuss current financial trends

Visit these links to learn more about John and receive timely information:

https://www.westlakefinancialadvisors.com/2019/03/01/can-you-survive-a-bad-loss/  https://www.westlakefinancialadvisors.com/riskalyze/ 

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Don Trone - Responsibility & Retirement Plans

A 1 minute excerpt from a recent interview with Don Trone. Hear the full interview by entering 'Don Trone' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!

Transcript: 

 

Don: The law defines the minimum standard of care that must be demonstrated by either a trustee or an advisor, the minimum. In other words, if you want to have a qualified retirement plan, you must meet the minimum standards of care. It's not the job of the Department of Labor to define the highest standard of care for retirement plans, it's the job of the regulator to say, at a minimum, you must meet this requirement in order to maintain the qualifications of your plan. What it's gonna take to make retirement plans more productive for employees and participants in those plans, requires a leadership and stewardship response. Doesn't require more rules and regulations, it requires the plan's sponsor to take on more leadership and stewardship responsibility for the employees that work for that company. 

 

 

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Allison Ostrander - What You Should Know About Options

Allison Ostrander from Simpler Trading clearly explains what options are all about and how you may benefit from making them part of your investment portfolio.

Andy Gole: How to drive Sales that Grow your Company

Andy Gole of Urgency Based Selling joins me again to share important information for raising your sales results.

Al Caicedo - Is Your Portfolio Ready for What's Next?

Al Caicedo is President and Owner of CKS Summit Group, founded in 1996.Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years.

Jim McComb - 1 minute highlight

Here's a 1 minute highlight from an interview with one of our Guests. 

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Michael Genevay - Being Green and Compliant

Michael Genevay discusses benchmarking, energy efficiency, and energy compliance for both current business owners and those looking to make an exit. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Transcript: 

 

Michael: The last time we talked, I believe it was the middle of June of 2014, and at that time we had discussed the AB 1103 mandate was for buildings that were 10,000 square feet, both commercial and industrial parks, up to 10,000 square feet and above. And now, it's been mandated that buildings of 5,000 square feet and above is now the benchmark to where this new law comes into play. So, it does incorporate a lot more of the buildings than previous. 

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Kaaren Hall - Self-Directing an IRA

Kaaren Hall is the President of uDirect IRA Services in Tustin, California. Kaaren helps people use their retirement accounts to invest outside of wall street into real estate, private stock, loans and much more! 

Questions Discussed:

1) Is self-directing for everyone?

2) What are the steps to self-directing an IRA?

3) How long does the process take?

Contact Info: 

Email Address: KHall@uDirectIRA.com

Website: www.uDirectIRA.com

Bonus Material: 

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P. Christopher Music - How to Build Value in a Private Practice

The Econologics Institute provides financial education on financial and transition planning to owners of

professional practices. Through their Private Practice Millionaire Academy, they empower private practice

professionals to achieve financial prosperity and wealth. Today's talk is on how a private practice owner can

build a business to sell for maximum value.

Questions discussed:

What is the product of a financial advisor?

What is results-based financial planning?

What is results-based transition planning?0

Contact info:

Email Address christopher@econologics.com

Website www.pchristophermusic.com

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Moty Koppes - The Right Questions Can Change Your Life

Listen to this Master Certified Executive Coach as she explains how the questions make all the difference.

Transcript: 

Bill: An effective coach can change your game and can change your life. Here's expert Moty Koppes. 

Moty: People, when they come to coaching, they have already thought about what they want or what they have been dealing with. But, what is happening, where coaching is different from any other profession, is not just asking a question and really wanting to have an answer, it's asking such a powerful question that it's going to shift the frame of reference about who they are, their belief system, their knowledge of themselves, and how they perceive themselves. So by shifting their frame of reference, then they have what it takes, and all they have to do is apply that in order to get to where they want to be. 

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Bill Jenkins - Using the Number 15 to Set Yourself Up for Success

Bill Jenkins is the Founder and Senior Pastor of The Church of ACTS in Indianapolis and author of several books and instruction manuals. 

 

Questions discussed:

 

1. How many times is the number 15 mentioned in the Bible?

2. How is the number 15 important in today's world?

3. What are the 5 main themes the number 15 has that sets us up for success in 2015?

 

Contact info:

 

Email: bblinged@aol.com

Website: www.churchofacts.org

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Marc Hankin - A Little IP Planning Solves Big IP Headaches

IP assets are important and planning for them is complicated --  but very necessary. Listen to Marc Hankin of Hankin Patent Law explain.

Find his full 20 minute interviews with the search bar.

We upload new content daily so please check back often!

Transcript: 

Bill: When it comes to intellectual property issues, there's always a lot to think about, and one of the best minds in the country is Marc Hankin. 

Marc: A little bit of planning will really prevent a big problem down the road, and intellectual property protection is somewhat confusing, you really should talk to someone who's a specialist at doing this, but not doing that costs so much more down the road because you haven't protected your most important asset which is your technology. You have to, first of all, protect your technology, protect your inventions, your innovation. Number two is worry about, when you're buying a product from someone else, whether you're a value edit reseller or distributor, if you're getting products manufactured for less money, for example, in China or somewhere else, when you sell those products here in the United States, you have to worry about whether someone has rights that can block you, and perhaps come after you and sue you successfully for infringing their rights. 

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Tim Voorhees - Minimizing Capital Gains with Advanced Techniques

In this 1 minute highlight, Tim Voorhees, Managing Partner - MatsenVoorhees Law discusses an overview of a tax reduction technique called "Capital Gains Split Dollar".

Transcript: 

Tim: We started with charitable remainder trust back in the 1980s, but the industry and the tax code have both evolved to the point where there are now much more sophisticated vehicles. One of the clever techniques we've developed over the last couple years is a solution referred to as, Capital Gains, Split Dollar. We simply have a client with an appreciated business have the buyer put the money in a trust for the benefit of our seller, our client, and when the buyer puts the money in the trust they receive a Split Dollar Agreement, so there's no current tax on the transaction. Moreover, if the client invests the money in the trust tax efficiently, there's only a very small tax, and the wealth grows tax efficiently, so the client can then borrow it out with tax-free loans throughout his or her lifetime, and know that the balance will pass tax-free to the children. And, when you look at the benefits of that type of Capital Gains, Split Dollar solution, you see that the client literally can have two, three, four times more wealth as opposed to just selling a business in a taxable transaction. 

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Phil Calhoun - Rising to the Next Level

In this interview highlight, Phil Calhoun of Beta Benefits discusses his new book, Rising To The Next Level, available on Amazon and at www.Risingtothenextlevel.com 

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Jay Beltz - Tax Benefits of a Pension Plan

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!

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Jan Rutherford - Self-Reliant Leadership

Jan Rutherford is the Founder of Self-Reliant Leadership, a company focused on helping companies face the challenges of today's blended, matrixed, and virtual teams. 

 

Questions discussed:

 

1) What is one mistake you witness leaders making more frequently than others?

2) I heard you’re getting ready to lead The Crucible - what is that?

3) If you had only one piece of advice to provide to leaders and their teams, what would that be?

 

Contact info:

 

website: http://selfreliantleadership.com

email: jan@selfreliantleadership.com

 

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Roger Royse - When in Doubt - Document Everything

Roger Royse, Attorney-Royse Law Firm discusses the importance of documenting everything. Unfortunately, the lack of good documentation is a common occurrence that leads to problems in his experience.

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Alan Zell - Understanding the Elements of Selling

Here's a past highlight from one of our Guests.

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Len Hornung - Letting Your Successor Succeed

A 1 minute excerpt from a recent interview with Len Hornung.

 

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Debbie Lundberg - Reversing the Slobification of America (L2817)

Debbie Lundberg is an author, speaker, and president of Presenting Powerfully. Today, she will discuss reversing the slobification of America.

 

Questions discussed:

 

1) What makes a good leader?

 

2) How are we motivated or driven? 

 

3) When things don't go as planned, what next? 

 

Contact info:

 

email: debbie@debbielundberg.com

website: debbielundberg.com 

 

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Kathy Condon - How to Take Advantage of Social Media

 

 

Kathy Condon discusses social media strategy, and how taking extra time to explore your connections can go a long way. 

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Carole Krechman - Moving Your Company to the Next Level (L3017)

Carole Krechman discusses visibility, technology, and the ability to create a captive audience. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Chris Sprague - How Are You Wired? (G2517)

 

 

 

 

 

 

 

 

 

Chris Sprague of the Chris M. Sprague Team, discusses how  finding your "zero point" is the key to reducing frustration, increasing performance and happiness.

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Kathy Fettke - Real Tips about Real Estate as a Wealth Building Strategy

Kathy Fettke of Real Wealth Network joins us again for an update  - great information!

Ashley Micciche - 9 of 10 Business Owners Don't Know This

Ashley Micciche of True North Retirement Advisors shares truly important information about preparing for your future exit.

 

Kellee Johnson - You Can't Achieve Success Alone (G1918)

Kellee Johnson of Ballast Group shares brilliant tips about the importance of your story and getting others to tell it.

PV members: Spread the word about PV411.net - the Provisor Member "Audio Library" with interviews searchable by last name - and a link to schedule your interview!

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.

 

Marc Koehler - Leading with Purpose (L0317)

 

 

 

 

 

 

 

 

Marc Koehler is the President of Lead With Purpose a company dedicated to helping people lead more purposeful and inspiring lives.

Please share this interview with your Social Media contacts!

 

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

 

Advisors: If you would like to be interviewed, sign up at www.ExitCoachInterviews.com

 

Pat Soldano - Family Business Challenges and How You Can Help

Pat Soldano is a champion for American Family Businesses. Listen as she describes some of the biggest challenges facing family businesses and what you need to know.

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

Jonathan Michaels - How Safe Do You Think You Are?

Jonathan Michaels is experienced as an Attorney - and a writer - in the Automotive industry. He recently achieved a milestone as he wrote his 100th article for the Los Angeles Daily Journal!

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

Peter Christman - The Master Plan (I0817)

Peter is the Founder of the Master Planning Institute. Today, he is here to discuss why some business owners do, or don't need, a master plan to succeed!

 

Questions Asked: 

 

1) What is a Master Plan? 

2) Why do business owners need a master plan? 

3) Why don't business owners need a master plan? 

 

Contact Info: 

 

Email: peterchristman@christmangroup.com

Website: www.masterplanbook.com

 

Bonus Content: 

 

"The Master Plan" is available on Amazon, eBooks, and Barnes & Noble. 

 

 

 

Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com

Andy Gole: Sales Growth strategies

Michael Caroff - Does Your Website and SEO Rock?

Michael Caroff of Caroff Communications shares some great tips on how you can make your website rock!

 

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

 

 

Jerry Neitlich - What's in YOUR Lease?

 

Jerry Neitlich of IN/House Corporate Real Estate tells us that most people don't think about their business lease until it's almost up, and that's a mistake in today's tight real estate market.

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