Exit Coach Radio

John Ayling - Shortage of Financing Capital (C2418)

John Ayling is the CEO of LD Holdings. He is in the business of acquiring small to medium sized businesses owned by Baby Boomers who do not have succession orexit plan strategies. 

Questions Answered: 

 

1) What does the overall landscape look like for Baby Boomer Biz owners over the next 15 years? 

2) Why has financing shriveled up over the last 8 years?

3) How can LD Holdings assist these Baby Boomer Biz Owners with an exit strategy? 

Contact Info: 

Website: www.ldholdings.com

Email: glenn@LDHoldings.com

 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com

or visit www.Ersi.biz

 

Andy Saks - How to Create Great Trade Show Booth Interactions (C2618)

Andy is in the business of delivering professional trade show booth talent and training that help companies make their booth investments pay off, and is going to talk about ways to help your booth staffers attract, qualify, pitch, and stay connected to as many of your best prospects as possible.

Questions Answered: 

1) Why does it matter how your staffers behave at the booth?

2) What's the key to creating a great booth interaction between your exhibit staffer and a show attendee? 

3) What two personality traits must you exhibit to help you create that great booth interaction?

Contact Info: 

Website: http://www.sparkpresentations.com/trade-show-training

Email: andy@sparkpresentations.com

 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions  at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz

 

 

Craig Redler - Do you need a Personal Retirement Account?

Craig Redler of the Jeffrey M Verdon Law Group discusses a little known but very important strategy for business owners.

Jim Mosquera - Financial alternatives for your business

Jim Mosquera of Sentinel Consulting shares insights and tips about today's financing marketplace.

Art Matthews - When to call an Attorney to collect monies owed

Art Matthews of Matthews Law Firm, Inc. shares tips ideas and precautions regarding Collections.

Exemplify Ethical Behavior - Russ Williams (C0518)

In this 20 minute interview, Russ Williams, Founder of the Passkeys Foundation and the Ethical Edge, discusses several thought and ideas about the importance of the business community adopting and teaching ethical behavior. A very thought provoking and brilliant interview.

The interview was conducted by David Elliott, President and CEO of the Santa Ana Chamber of Commerce, on "The Chamber of Commerce Corner" a feature of The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

 

Renee Towell - Is your brand holding you back?

Renee Towell of Towell Media shares tips and insights about the importance of branding.

Molly Grubb - Be prepared so your family doesn't suffer

Molly Grubb, Founder of Grubb Wealth Management, discusses how you can work on your business to create a dynasty and prepare for a successful sale or transition.

Heather Dominick - Are you a highly sensitive entrepreneur?

Heather Dominick of BusinessMiracles.com discusses what it means to be a highly sensitive entrepreneur and what you can do to unlock your great potential.

Peter Tentler - Reverse Mortgage Myths and Opportunities (C1618)

 

 

 

 

 

 

 

In this 20 minute interview, Peter Tentler of Liberty Home Equity discusses some of the myths and misunderstandings about Reverse Mortgages, and discusses some of the applications for Business Owners and Retirees to improve their cash flow. Contact Pete at 858-999-1776  

 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com

or visit www.Ersi.biz

 

Diana Henderson - Employers Behaving Badly - Change Your Behavior and Change Your Workers Comp Pain (C0918)

The Henderson Group is a risk management consulting firm that is in the business of reducing and controlling our client's workers' compensation costs. But we do not broker or sell insurance.

Questions covered:

What is the most common misconception that employers have about reducing the cost of workers' compensation? How can the listener avoid or overcome this obstacle to successfully achieve this outcome? When should a business owner reach out to you for help?

Listeners can receive a complimentary copy of my book, Employers Behaving Badly: Change Your Behavior and Change Your Workers' Comp Pain along with a 15-minute assessment call with me to explore how The Henderson Group can act as a risk management partner and save only on workers' compensation costs.

 

Contact info:

Diana@thehendersongroup.net

Phone: 949-417-5722

 

 

 

Wendy Hooper - How Real Estate Fits into An Estate Plan (C1418)

Wendy Hooper is a residential real estate market specialist. Today, she will discuss how real estate fits into an estate plan. She often urges her clients to buy homes that would have strong resale, even if they do not plan to sell anytime soon. The unexpected has a way of happening.

 

Questions Asked: 

 

1) Do I reduce my commissions?

2) Why stage a home?

3) Why is it a red flag if a listing agent insists on being present for every showing of a home being sold?

 

Contact Info: 

 

Website: CoastalVillageRealEstate.com

Email: wendy@coastalvillagerealestate.com

 

 

 

Peter Mehit - Three Things to Avoid When Launching a Business (C0418)

Mr. Mehit is the owner of CBPS and has written over 500 business plans that have been used to raise over $100 million. Mr. Mehit is also co-author of 'Killer Business Plan' a book that helps people choose a business and then create the plan to launch it. 

 

 

W. Bailey Smith - The John Wayne Problem and the Bing Crosby Solution (C1018)

W. Bailey Smith is the "Trust Doctor", an Estate Planning Attorney with Tredway, Lumsdaine & Doyle, LLP. Over the past 40 years he has been practicing law he has drafted over 6,000 Trusts and has seen it all. He discusses some of the planning problems and solutions he has handled over the years.

Contact Bailey at bsmith@tldlaw.com

 

 

 

 

Pam Reyes - Pursue Excellence, not perfection (C1118)

Pam Reyes coaches people who want to work on their Strengths. She has found that many perfectionists would do better to focus on excellence as a goal. That means looking at things a little differently. Listen to her interview!

 

Contact info: Email: Pam@pamreyes.com

For a free Strategy Session, visit: www.pamreyes.com/strategy

 

 

 

Rosann Levy - Network, Network, Network and Focus (C1318)

Rosann Levy discusses how she helps her clients connect effectively on several levels with their customers.

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. 

Steve Smith - Performance Based Business Coaching (C1418)

Steve Smith is the President of Growth Source Coaching, a company that specializes in performance based business coaching. Steve helps you and your business realize you need it, learn it, & do it.

Questions Answered: 

1. Why is it so difficult for business owners to scale their businesses?

2. What road blocks do they run in to?

3. What's the best way to expand when you don't have the funds to do so?

 

Contact Info: 

Website: www.growthsourcecoaching.com

Email: steve.smith@growthsourcecoaching.com

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com

or visit www.Ersi.biz

 

Jay Turo - Utilizing Dashboards to Increase Sales (B0618)

Jay Turo is in the business of building business intelligence dashboards and is going to talk about utilizing business intelligence and dashboards to increase sales, profits, and the likelihood of a successful business exit.

Questions Asked: 

 

1) Why do business intelligence dashboards help companies grow faster and more profitably? 

2) What kind of / stage of company is most appropriate for a business intelligence dashboard? 

3) Why are you and your firm uniquely qualified to build and service dashboards?

Contact Info: 

Website: www.growthink.com

Email: jay.turo@growthink.com

 

 

Terry Lammers - What's your business REALLY worth?

Terry Lammers of Innovative Business Advisors talks about common misconceptions business owners have about their business value - and what to do about it.

Ask Dr. Jerry - How's your DEA today?

Dr. Jerry Kornfeld returns with an update about recent studies that uphold his messages about the importance of "Daily DEA" - if you have a medical question, email him at kjbkorn@aol.com

KJ Trapp - Train Your Smart Phone (B0818)

KJ Trapp of Train Your SmartPhone shares ideas and tips from his corporate training programs to help you get more from your SmartPhone.

 

Cynthia Flynn - 2019 Employment Law updates

Cindy Flynn of Hackler Flynn & Associates joins me again with important updates that effect employers with 5 or more employees.

Sherry Nooravi - Beyond the Strategic Plan: (B1018)

Sherry Nooravi is an organizational psychologist who is in the business of helping the CEOs, CFOs, and the leadership teams of leaders of small to mid-sized fast-growth companies create engaging, productive, and innovative cultures. 

These leaders come to her when they realize they need to better educate, empower, and engage their people as they face fast growth, competition, and changes in their own leadership, industry, and technology. Today, she is going to talk to us about the importance of senior team alignment and "walking the talk" - actions that help engage employees toward higher performance. 

Questions Asked:

 

1. What situation are clients in when they seek your help? 

2. What do the CEOs, CFOs, and senior leaders you work with need to be ready to do when they engage your services?

3. What are the challenges of changing a culture and how can the senior team overcome them?

Contact Info: 

 

Email: sherry@strategymeetsperformance.com

Website: strategymeetsperformance.com

 

 

Lisa Caprelli - Unlock your knowledge

Lisa Caprelli discusses the path to unlocking your knowledge and creating a legacy by writing a book for business or pleasure.

Chris Bond - Selling a Business Through an Earn Out

Guest: Chris Bond
Company: Murphy Business
Website: www.bizbrokers-ne.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

 

Vince Mastrovito - So what IS Exit Planning exactly?

Vince Mastrovito of Prometis Partners addresses a question that's on a lot of peoples' minds - what exactly is exit planning, and why should I do it now?

Mahyar Ghassemian - The Most Common Mistake Business Owners Make

Guest Name: Mahyar Ghassemian
Company: Ghassemian and Associates
Website: www.mahyarlaw.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

 

Chaz Dykes - Cost Reduction by Means of LED Lighting

Guest: Chaz Dykes
Company: Forcefield Energy, Inc.
Website: www.forcefieldenergy.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

 

Jim Brubaker - The Importance of Having a Strong Back Up Plan When Exit Planning

Guest: Jim Brubaker
Company: Exit and Retirement Strategies, Inc.
Website: www.exit-retire.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

 

Bob Anderson - Personalizing Liquidity

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

Bob: The problem with a lot of founders is that it's really a sell or no sell situation. If they want liquidity, they have to sell all of their company. That often times is not what's best for them. So, you have situations like ESOP, I'm working on another transaction where a private equity firm is gonna come in and buy 60% of the company, and let the client ride on the 40%, because we think that the PE firm will invest significant capital and drive some value so there will be a second exit for them. And that's another option. So there's so many different ways to get liquidity, that you really need to ask the client, what is it that they want? And in this particular case, once I heard he wanted to be in the lab, he wanted his kids involved, he needed liquidity but he didn't need to sell his entire business. We were able to really think through that process and come up with a solution that he is very comfortable with.  

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

 

Joel Solomon - Effectively Managing Your Assets

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

Transcript: 

Joel: It begins with having a real goal. Being able to say to yourself, "if I was retired today, how much tax-free income would I need to have, adjusted for inflation, based on the number of years that I think I'm gonna live, in order to live the way I want to live?" So, it has to being with that. You've gotta plan now. Gotta be able to quantify that number. How much capital do I need, that's step one. Step two: what assets do you currently have, and how much are you putting away in certain places. What are your rate of return assumptions, and let us show you through a software planning tool that we have called Roadmap. We can actually forecast, very quickly, the forecasted growth of those assets, and how those numbers will be able to supply your retirement income goal adjusted for inflation. 

 

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

 

Tim Glowa - Measuring Customer Satisfaction (B1318)

Tim Glowa, co-founder of Bug Insights, discusses his new book "Measuring Customer Satisfaction: Exploring Customer Satisfaction's relationship with Purchase Behavior"

 

Barry Dixon - Getting to a Healthy Market

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

 

John Homan - Selling for an unreasonable value

John Homan of Shoreline Partners shares tips and ideas for getting well more than a financial buyer would pay for your business by proper planning and positioning well in advance of your sale.

Liz Bentley - How to Plan Your Succession

Liz is in the business of Leadership Development and Organizational Consulting.

Questions Answered: 

1) Why do so many companies need help with succession planning right now? 

2) What does your team of consultants do to help navigate succession planning?

3) What is the biggest struggle you see?

Contact Info 

Website: www.lizbentley.com

Email: liz@lizbentley.com

 

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

Vince Mastrovito - Preparing Successors for Leadership

Vince Mastrovito of Prometis Partners shares another 20 minutes of wisdom, this time about how to prepare Successors for future Ownership & Leadership

Veronica Saldivar - Investing in Multi-Family Real Estate

Guest: Veronica Saldivar
Company: Venture Partner & Private Equity Investments
Website: www.veronicasaldivar.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

 

Tim Templeton - The Value in Social Media

Guest: Tim Templeton
Company: Templeton Interactive
Website: www.templeton-interactive.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

 

Scott Tamkin - Looking Into Income Priorities

Guest: Scott Tamkin 
Company: Nest Realtors
Website: www.nestrealtors.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

 

Michael Beck - Critical Factors for Successor Effectiveness

Michael Beck International is an executive development firm that specializes in developing successors, in order to facilitate successful exit strategies.

Questions Answered: 

1. What are some common pitfalls that can undermine a successor's effectiveness in leading a company?

2. From your experience, what are some behaviors that successors need to stop in order to successfully run a

company?

3. What behaviors do you recommend successors adopt in order to be an effective leader?

Contact Info: 

Website: www.michaeljbeck.com

Email: mbeck@michaeljbeck.com

Bonus Material: 

BOOK:

"Eliciting Excellence: Bringing out the Best in People" available on Amazon, iBooks, and Barnes & Noble

FREE RESOURCE:

"Successor Readiness Assessment"

 

Ken Tucker - Intentional Conversations (B1818)

Here is a synopsis of Ken's soon to be released book, Intentional Conversations: How to Rethink Everyday Conversation and Transform Your Career. This book is the sequel to the book Your Intentional Difference, which Bill Black and I discussed last month on his show, and is another step required for people to become more intentional in their life and career. Becoming intentional in our conversations is an important activity that we begin practicing early on in our lives and it grows in importance the longer we live.

We all have that  “first” conversation.That specific day and time, that moment, that first instance when, as a child, we put together the thoughts, ideas, or information that launch us into a conversation with another person. It is a monumental event that few people, if any, remember at all. When was your first conversation? What was it about? Who was it with? What was the outcome? Sadly, like me, you probably cannot recall that momentous first conversation. It happened, you know it did, and it does not matter whether the conversation showed your brilliance, levity, innocence, simplicity, or hilarity—it is lost and gone forever.

Conversation sets us apart from all other animals. The use of spoken words to exchange ideas, thoughts, and information is a uniquely human ability. What we say in conversation matters. Through conversation people decide whether they like us or not, whether to follow us or not. Through conversation, we define who we are, who we want to become and what our value is to others. Most importantly, it is through conversation that we get work done. 

 

Michael Wittick - Assembling a Team of Financial Advisors

Guest: Michael Wittick
Company: Law Offices of Michael J. Wittick
Website: www.irvinetrustestateprobate.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

 

Alison Whitaker - Considering the Financial Interests for Senior Citizens

Guest: Alison Whitaker 
Company: Sotheby's International Realty
Website: www.sothebyshomes.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

 

Dr Jerry Kornfeld - How Long is a Prescription Good For?

Dr. Jerry Kornfeld is a physician advisor to the corporate world and one of Vistage Internationals foremost speakers and medical consultants. 

Questions Answered:

1) How long is a prescription good and what about the date on the bottle? 
2) Since heart disease is our number one, what can I do to prevent it?
3) Talk about the DEA and its role in Heart Attacks. 

Contact Info: 

Website: www.askdoctorjerry.com 

 

Patrick Renvoise - The Science of Human Persuasion

Patrick Renvoise, Co-Founder of SalesBrain and co-author of "The Persuasion Code", shares interesting research and insights as to how we are persuaded to make decisions and why you need to know about it.

William Lilliquist - The Importance of Marketing

Guest: William Lilliquist
Company: Welcome Sales Support Services, Inc.
Website: www.welcomessi.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

 

Sandro Monetti - How to Increase Business Knowledge and Network Successfully

Host: Steve Beatty Audio Library: www.ExitCoachRadio.com 

Sandro Monetti discusses strategies you can develop to increase business knowledge and add contacts to your network. 

 

 

Norma Yaeger - Breaking Down The Walls

Norma Yaeger shares her stories with Bill Black as she was the first woman stockbroker permitted to walk on the floor of the New York Stock Exchange in 1962. We discuss how opportunities have opened up for women in the workforce since, and her book "Breaking Down the Walls".

Questions Answered:

1.What opportunities do women have today that did not exit in 1962?

2. What traits should every successful woman have.

3. Tips for balancing family and career for working women.

4.What should every woman understand about their financial well-being.

Contact Info: 

Email: normayaeger2@gmail.com

Our Exit Coach Network features several other Shows on a variety of topics. Go to www.ExitCoachRadio.com and click on "Exit Coach Network" under the "LISTEN" section.

 

 

 

Michael Gale - Enhance the Value of Your Business with Digital Technology

Michael Gale, CEO of Shoreline, discusses his fascinating research about the future of AI that led to his co-authoring of the Wall Street Journal best-selling book "The Digital Helix"

Wesley Wood - Achieve Your Vision and Financial Success (B0318)

WesleyWood is the founder, president and CEO of Wood Financial Group, LLC, a local, independent financial services company located in Hendersonville, TN. A graduate of the University of Mississippi, Wesley received a Bachelor’s Degree in Business Administration. He holds series 6, 7, 63 & 65 licenses and is licensed in multiple states.

 

Wesley and his dedicated team are passionate about guiding families and individuals in achieving their vision of financial success. Using an integrated, holistic approach, he prides himself on understanding his clients’ needs and developing a customized, innovative strategy that helps chart a path toward a secure financial future. His area of expertise includes retirement planning, wealth management, tax savings strategies and tax management, estate planning and preservation, annuities and life insurance, long term care and 401K and IRA rollovers.

 

Wesley takes his role as trusted advisor very seriously, only utilizing strategies and techniques that have stood the test of multiple market cycles. He believes that great things are accomplished through sound partnerships built on trust and integrity and he works hard to exemplify these values in everything he does, both professionally and personally. Service and personal attention are the defining qualities that set him apart from others.