Go to BPLOL.com for Bill's Humor Column "BlackPapers" on Substack.
On Exit Coach Radio, Bill interviewed over 1,200 advisors, 20 min each, always relevant, offering clarity and solutions for Business and Life issues.
Episodes
Feb 12, 2020
Feb 12, 2020
53 sec
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!
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Feb 10, 2020
Feb 10, 2020
22 min
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:
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Feb 4, 2020
Feb 4, 2020
21 min
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
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 21, 2020
Jan 21, 2020
1 min
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.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 19, 2020
Jan 19, 2020
1 min
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.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 16, 2020
Jan 16, 2020
1 min
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
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 14, 2020
Jan 14, 2020
1 min
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!
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 11, 2020
Jan 11, 2020
25 min
Listen to Daily interviews and tell your Business Owner friends!
Jan 10, 2020
Jan 10, 2020
53 sec
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.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 9, 2020
Jan 9, 2020
55 sec
Here's a past highlight from one of our Guests.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 8, 2020
Jan 8, 2020
1 min
A 1 minute excerpt from a recent interview with Len Hornung.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 3, 2020
Jan 3, 2020
1 min
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Jan 1, 2020
Jan 1, 2020
1 min
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!
Listen to Daily interviews and tell your Business Owner friends!
Dec 17, 2019
Dec 17, 2019
22 min
Kathy Fettke of Real Wealth Network joins us again for an update - great information!
Dec 16, 2019
Dec 16, 2019
22 min
Ashley Micciche of True North Retirement Advisors shares truly important information about preparing for your future exit.
Dec 16, 2019
Dec 16, 2019
21 min
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!
Dec 11, 2019
Dec 11, 2019
21 min
Marc Koehler is the President of Lead With Purpose a company dedicated to helping people lead more purposeful and inspiring lives.
Dec 4, 2019
Dec 4, 2019
21 min
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
Dec 3, 2019
Dec 3, 2019
21 min
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
Dec 1, 2019
Dec 1, 2019
20 min
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!
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Nov 21, 2019
Nov 21, 2019
Nov 21, 2019
20 min
Michael Caroff of Caroff Communications shares some great tips on how you can make your website rock!
Nov 20, 2019
Nov 20, 2019
21 min
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.
Nov 19, 2019
Nov 19, 2019
26 min
Domenic Rinaldi of Sun Acquisitions (and the host of the popular podcast "M & A Unplugged") share valuable information to help you prepare to sell your business.
Nov 15, 2019
Nov 15, 2019
24 min
Steve Smith of Growth Source Coaching has been a popular guest of the show many times. In this interview he shares his insights about the effectiveness of coaching and future trends you you should be aware of.
Nov 13, 2019
Nov 13, 2019
20 min
Merry Neitlich, Managing Partner of EM Consulting, shares her strategies for being effective with your Social Media efforts.
Nov 12, 2019
Nov 12, 2019
18 min
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.
Want more control of your business growth? Invest 15 minutes and get a FREE "Value Builder Road Map" at www.BizGrowth123.com
Nov 4, 2019
Nov 2, 2019
Nov 2, 2019
22 min
Tri Nguyen, a Vistage Worldwide Chair and the founder of of Consious Business Coaching shares her tips, ideas & precautions so you can be well planned!
Oct 30, 2019
Oct 30, 2019
17 min
Dale Martin of DocuFrog shares his tips, ideas & precautions so you can be well planned!
Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free online Value Builder assessment - click here
Oct 27, 2019
Oct 27, 2019
22 min
Oct 25, 2019
Oct 25, 2019
20 min
John Marder of First Bank shares his tips, ideas & precautions so you can be well planned!
Oct 23, 2019
Oct 23, 2019
18 min
Gene Heino shares his tips ideas and precautions for business owners as we approach open enrollment season.
Oct 23, 2019
Oct 23, 2019
20 min
David Scranton of Sound Income Strategies shares his wisdom and insights on how you can find income in today's investment horizon.
Oct 22, 2019
Oct 22, 2019
20 min
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.
Oct 22, 2019
Oct 22, 2019
21 min
Cindy Flynn of Hackler Flynn & Associates joins me again with important updates that affect employers with 5 or more employees.
Oct 14, 2019
Oct 14, 2019
26 min
Today's Guest: Monica Goel of TLD Law
Oct 13, 2019
Oct 13, 2019
20 min
Today's Guest: Moses Yneges of The Accident Injury Law Center
Oct 12, 2019
Oct 12, 2019
21 min
Today's Guest: Bradford Bach of Titan Technologies
Oct 10, 2019
Oct 10, 2019
21 min
Franchise Frank shares his incredible widom and tips about choosing the right Franchise for your needs.
Oct 4, 2019
Oct 4, 2019
20 min
Tom is a Chair of Vistage Worldwide, the world's largest CEO and Presidential organization with 20,000 members.
Email: tomr@roddelnhs.com
Oct 2, 2019
Oct 2, 2019
21 min
Moty Koppes of Total Life Management is a Master Certified Executive Coach. She shares 7 questions that will make a huge difference in the way you think about yourself.
Sep 29, 2019
Sep 29, 2019
6 min
Join Tri Nguyen and the LAX Coastal Chamber for a Special Event
"Leadership Effectiveness Training Series"
The series is on Thursdays as listed below from 2-6 PM at
The LAX Coastal Chamber 9100 S. Sepulveda Blvd., Ste. 210, Los Angeles, CA 90045
For complete Information and to Register visit laxcoastal.com/wit or call 888.990.9059 X10
Or choose to register to any of the upcoming dates:
- August 2, Trust: The Currency for Everything
Sep 27, 2019
Sep 27, 2019
22 min
RC Peck of Fearless Wealth explains how you can become a better investor and stop relying on uncaring advisors.
Sep 26, 2019
Sep 26, 2019
19 min
Terry White of Sunwest Trust Company explains the benefits of a self-directed IRA.
Sep 25, 2019
Sep 25, 2019
21 min
Jennifer Peek of Peek Advisory Group shares great tips to help you protect and grow the value of your business.
Sep 21, 2019
Sep 21, 2019
22 min
Vince Mastrovito of Prometis Partners and Max Friar of Calder Capital, LLC share their brilliant tips and precautions for getting your business in marketable condition.
Sep 20, 2019
Sep 20, 2019
23 min
Jennifer Ferguson of Oasis Outsourcing shares her extensive knowledge of how a PEO can make a business more efficient and profitable.
Sep 19, 2019
Sep 19, 2019
20 min
Lois Balla of Nuage Consulting Group explains the state of the art in software systems and why it matters to your company's bottom line.
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!
Sep 18, 2019
Sep 18, 2019
21 min
Michael Trezza of Lithyem shares cutting edge ideas on cutting edge technology that can help you do more and have a more valuable company.
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!