Exit Coach Radio

Tim Voorhees, Managing Partner of Matsen Voorhees Law Offices discusses the importance of creating a financial blueprint to unite your advisor team before drafting documents and funding plans.

 

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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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Host: Steve Beatty. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

 

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Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the importance of evaluating the Return on Investment you are getting from your employees so you can take steps to maximize it.

 

 

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In this 20 minute interview, Mary Parsons, President, Fountain Valley Chamber of Commerce, discusses how Chambers of Commerce need to adapt and change and how leadership is the key to identifying and making the changes and communicating the changes to Members.

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.

 

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Dennis Hensling of United American Mortgage tells a story of an offer to refinance that almost ruined the Borrower's credit. (1min). The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Baby Boomer Business Owners contemplating Business Succession and Exit Planning.

 

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Hans Sperling, Attorney - Sperling Law Corporation discusses some of the common oversights that Business Sellers make that can result in a Buyer backing off.

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Bill Black interviews Yvonne who shares tips and ideas for transforming and growing your business value through digital strategies.

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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

 

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A brief interview with a Franchise Representative from the West Coast Franchise Expo.

 

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Bill Hoch, Attorney - EmCo Consulting, LLC  discusses how important it is to not act rashly when an employee situation does not go well.

The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

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Tim Voorhees, Managing Partner - Matsen Voorhees Law discusses the horrific level of taxes that can be levied on Retirement Plan Assets for unplanned situations..

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In this 1 minute highlight, Mary Parsons, President, Fountain Valley Chamber of Commerce, discusses how different members might use the Chamber of Commerce to connect to customers, supliers and their community.

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.

 

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Bill Black interviews Tim McCormack about the many sources of working capital, some that will surprise you!

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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

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For 30 years Angela Sloan, CEO and founder of Sloan Financial Group, has dedicated herself to helping her clients secure their financial affairs. Unfortunately at a young age, she was swindled out of her life savings by her “trusted” advisor. This misfortune motivated Angela to make it her life’s work to keep bad things from happening to good people.

Angela’s sound, responsible financial advice and tax-saving strategies have helped her clients grow and protect their retirement nest eggs, even throughout these turbulent financial times. While she specializes in income tax planning and managed money, conservative investments, she has expanded her practice to include estate planning, long-term care insurance, Medicare supplements, life insurance and property and casualty insurance.

Questions Answered: 

1) How can I try to manage the impact of an interest rate hike?

2) What are high-yield bonds?

3) How can I reduce my investment risk?

Contact Info: 

Website: www.sloanfinancial.com

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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!

Bruce Jones, TaxWealth discusses one of the many strategies he explores to reduce taxes for his clients.

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A one minute highlight from interviews with Four Provisors members: Miranda McCroskey, Steve Smith, Kris De La Pena and Ahn Tu

 

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Heath Frantzen interviews Harry Dent for his latest insights on Trends that effect us all.

Harry S. Dent Jr. studied economics in college in the ’70s, but found it vague and inconclusive. He became so disillusioned by the state of his chosen profession that he turned his back on it. Instead, he threw himself into the burgeoning new science of finance where identifying and studying demographic, technological, consumer and many, many other trends empowered him to forecast economic changes.

Since then, he’s spoken to executives, financial advisors and investors around the world. He’s appeared on “Good Morning America,” PBS, CNBC and CNN/Fox News. He’s been featured in Barron’s, Investor’s Business Daily, Entrepreneur, Fortune, Success, U.S. News and World Report, Business Week, The Wall Street Journal, American Demographics and Omni. He is a regular guest on Fox Business’s “America’s Nightly Scorecard.”

Harry has written numerous books over the years. In his book The Great Boom Ahead, published in 1992, he stood virtually alone in accurately forecasting the unanticipated boom of the 1990s. That same year he authored two consecutive best sellers: The Roaring 2000s and The Roaring 2000s Investor (Simon and Schuster).

In The Next Great Bubble Boom, he offered a comprehensive forecast for the following two decades.

In The Great Depression Ahead, he outlined how the next great downturn is likely to unfold in three stages, with an interim boom stage between 2012 and 2017 before the long-term slowdown finally turns into the next global boom in the early 2020s.

In The Great Crash Ahead (2011), he outlined how the next great crash is likely to unfold in the coming months. He explained why there is nothing the government can do to protect us as deflation takes hold of the economy.

He also recently finished his book, Spending Waves: The Scientific Key To Predicting Market Behavior for the Next 20 Years, an information-packed guide for any serious business owner.

 

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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!

 

Nick Yocca, owner - The Yocca Law firm, discusses briefly how accredited investors are now much more attractive targets for small business owners to sell to than in the past.

 

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Bill Black interviews Christina Daves who discusses how she founded PR for Anyone and offers Tips for low cost PR strategies.

Do you want to work less IN your business and more ON your business but you don't know where to start? Visit www.ExitCoachRaio.com and click on "Get My Sellability Score" under the "ACT" section. It's free and it will help you understand where you need to work to make your business more valuable.

 

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Mahyar Ghassemian, Ghassemian & Associates,  discusses some of the common legal problems she sees with business owners and solutions for those problems.

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Steve Strauss of SCORE Orange County discusses tips and ideas for planning to grow and sustain your business.

 

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In this 1 minute highlight, Leo Klijn, Exit Strategy Planning, Henberger, discusses the process of Exit Planning.

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John Foley and David Shaffer of Arrow Up Partners discuss several techniques and strategies to increase your business value.

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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!

Bill Hoch, Attorney - EmCo Consulting, LLC  discusses a common mistake many business owners make -- rushing to action without thinking through all of the possible outcomes.

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

 Herb Dodell discusses legal tactics, litigation costs, and the importance of sound legal management. New content daily - check back often!

 

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Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

 

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Jerry Kornfeld is a Family Physician and is well know for his service "Ask Dr. Jerry". . His primary concern is keeping his audiences as current as possible with the latest medical information. 

 

Questions Answered: 

 

1.What's new and exciting since we last talked

2. What is your opinion about prostate cancer and PSA test

3. All this heavy stuff, any pleasurable things we can do to prevent heart problems?

 

Contact Info: 

 

Website: www.askdoctorjerry.com

Email: kjbkorn@aol.com

 

 

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Tawnya Gilreath of LA Business Pros talks about the payoff of a "final value push" when preparing your business for sale.  (1min) The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+Business Owners contemplating Business Succession and Exit Planning.

 

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

 

 

Please mention Exit Coach Radio to your friends!

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!

 

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Alison Whitaker of Sotheby's International Realty discusses a valuable service for anyone with an elderly parent.

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. 

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"Come Listen for a Minute"!

 

 

 

 

 

 

 

In this 1 minute highlight, Mark Goldstein, Attorney at Law, SoCal IP Law Group LLP discusses the importance of checking to make sure that you have all the checks and clearances before you start selling a new product or using a brand to avoid big headaches later.

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Here's a 1 minute excerpt of a 20 minute interview with Peter Christman. 

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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

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Andrew's business is collecting money for contractors and subcontractors. He is a former general contractor turned lawyer. When you think construction lawyer, you might think "construction defects" and while Andrew does defend contractors from defect claims from time to time, his specialty is getting his contractor clients paid for their work: 

 

Questions Answered: 

 

1) Why construction law? 

2) Have any of your cases resulted in changes in the law? 

 

Contact Info: 

 

Website: www.carltonalberola.com

Email: andrew@cnalawfirm.com

 

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Lynne Strang explains the benefits of being an entrepreneur at an older age. The main advantage? Who you know. 

 

Transcript: 

Bill: What are some of those advantages for being an older entrepreneur? 

Lynne: I think, for many people, a later start actually increases the odds for entrepreneurial success because it allows people to develop certain characteristics and assets. For example, you have a bigger network, bigger and better network, and in entrepreneurship the old, "it's not what you know, it's who you know," adage really does matter. So, the longer you've been around, the more people you know, and the more likely it is that you'll have connections that are needed to open doors and obtain advice and market your products, your services, and find the right help. 

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Brad Leggett of the Leggett Group shares a brief tip about diagnosing a client's sales team effectiveness. 

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Here's a past highlight from Pay Kramer.

 

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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!

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .

Transcript: 

Bill: Our president right now, at the California Institute of Advanced Management, we're a startup university. We grant one degree, and one degree only, the MBA. We don't permit more than 20 per class and we're totally unique, for anyone else, I think. We do things that even the top tiered business schools in the area do not do. For example, we do consulting in every single course, a requirement of our students in teams of four. It's pro bono, and that's another something that your listeners might be interested in. We also hire professors from the best schools in the country, in addition to our regular professors, all of which have doctorates from accredited universities. So, all these things are unique, we're a little bit different from anyone else. 

 

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Laura Goodrich specializes in change and the future of work. She is going to talk about Creating an Individual and Collective Mindset for Change and Innovation in your organization.

 

Questions Asked: 

 

1) What does the decade ahead hold in terms of change?

2) What are two major threats facing organizations on the road ahead?

3) What is getting in the way of positive change and innovation in organizations?

 

Contact Info: 

 

Website: www.gwtnext.com

Email: laura@GWTNextc.om

 

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John Nelson discusses the business, finances, administration, and concierge services of affluent families. 

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Transcript: 

John: In terms of family office and affluent families, there's a theme, usually, of legacy. Of trying to keep the family together, trying to keep those assets flowing from generation to generation, realizing they've got to pay their fair share of taxes, but they don't want to be hammered. Many want to appreciate the good graces while they accumulate it, and want to do some good with it, and that's the philanthropy side, but they also want to do well. The other side of philanthropy is it creates tax optimization. Sometimes, a lot families get involved in say, health technologies, or healthcare, medical, those kinds of things so they'll be charitable and involved in that area, maybe have their own foundation, contribute to other foundations, support some private companies, as well. 

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Social Media isn't just to find new customers -- it can also be very useful in identifying what kind of experience your customers are having. Jonathan Boring of Social Spice Media.

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

 

Garry Spinks discusses employee preferences and needs and how your business can adapt to the changing employee landscape.  

 

Transcript: 

Garry: There's a lot of organizations that do a great job at knowing what their business is, what their financials are, what their competitors do, what their strategy is...but the element that sometimes is overlooked is: what about our employees? What are their preferences, what are their needs, are we meeting their needs? And that's why we talk about the employee value proposition. We really think organizations, they know the first three things we mentioned, but they should really put a microscope on: what are employee preferences and needs, and are we meeting those? Because the workforce is changing dynamically right now, and the war for talent is getting no less, there's less people to do all the jobs. 

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Carl Woodard of SCORE OC discusses the best time horizon to consider for a business plan.

Transcript: 

Bill: What's the right time horizon for your business plan? Here's SCORE mentor Carl Woodard. 

Carl: A lot of people think that if they're not making it within that 90 days that you mentioned, then they need to close up shop and leave. They don't realize that the cash flow doesn't come in from day one, and so that's all part of the planning process. I would say, when you're putting together a plan, it should be for a fiscal year, one year period, and then do your financial projections for at least another year or two, especially if you're going to go borrow money for your business, because the financial folks and people that want to loan the money to you will want to know what you're thinking about after that first year. So, I would say, at least, cover a three-year horizon, but pay special attention to that first year you're in business. But of course, you're always adjusting it. If you're a little behind or a little ahead of your schedule, then you can adjust your current year to make it more realistic. 

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Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Bill Ellerymeyer discusses the changing job market, the portfolio approach, and how to make income while pursuing your passions. 

Transcript: 

BB: You're counseling more people, "hey, to get more security, or to get more income, you need to think about a portfolio approach."

BE: The market has changed so much, so that the today I would say that 60% of my clients, rather then helping them pursue a job directly, we build a portfolio career using their core skills over multiple streams of income. Example, you're an IT guy, so you now become a consultant in IT, but that is project oriented means up and down. So, to supplement that, you add in other things, the most common one is to start by teaching. You know, one night a week, you can marry that with board work, writing, teaching, all of these things go together so that you have an income from three or four sources. 

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Danny Fontana discusses the importance of the relationship between financial advisor and client, and how the financial media can skew that role.

 

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Bob Thurman is President of Counterattactics, a personal safety and defense training program. For the past 25 years, Bob has been speaking professionally about personal safety and self-defense for corporate America. 

 

 

 

 

Questions Asked: 

 

1. Why did you start this program?

2. What is your training and experience?

3. Why have you been around so long?

 

Contact Info: 

 

Website: www.counterattactics.com

Email: thunderthurman@gmail.com

 

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

Transcript: 

John: I'm into financing businesses, so number one, your finances have to be in pretty good shape, especially if it's something we have to have so we can do SEC audits. Now, we're not necessarily saying they need SEC audits done, but they have to have trackability of their sources, of where they bought, what they sold, what barters they rent, and their financial statements. I think they should have an idea of what the opportunities are, what kind of opportunities they see. Because they're in the industry, and we're not. We have to find people to find people that are in that industry, so they have to know the industry pretty well, which they should. It has to be something that would be appealing to them to buy. If they were looking at a company, what would they need? 

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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!

Need to work ON your business? Start with a free assessment at www.BizGrowth123.com