Exit Coach Radio

Janna Hoiberg - How to Be in Business With People You Love (Without Hating Them)

Janna Hoiberg discusses tips and ideas for Family businesses. This time, we focus on challenges of preparing the business and family members for leadership transition. 

Adrianna Smith and Lana Hout - Key Factors to Drive Up Business Value

Adrianna Smith and Lana Hout, Provisors members and Brokers at First Choice Business Brokers, specialize in industry-agnostic business sales for transactions under $25M. After meeting at USC, they found themselves continuously applying for the same finance jobs and eventually working at competing firms. They briefly worked at the same firm and ultimately seized the opportunity to start their own branch of First Choice Business Brokers together 6 years ago. Together, Adrianna and Lana help business owners prepare for sales by driving up their business value.

In their interview, we go in-depth about what to expect before and after a sale, as well as how to best prepare. Adrianna and Lana discuss the impact of COVID on buyers and sellers, as well as how to deal with some of the setbacks. They share powerful tips for driving up business value, common mistakes business owners make leading up to a sale, and ways you can become more attractive to buyers. Adrianna and Lana’s information will help you build a much stronger business, whether you plan to sell or not.

1-Minute Sections:

• 5:59-7:09: Impacts happening to sellers due to Covid and how they might prove value.
• 9:12-10:18: Some factors which can drastically affect the value of a business.
• 11:14-12:06: Flexibility can increase value as business will be more operable despite circumstances - becomes more attractive to buyers. 
• 13:12-14:15: The necessity of incorporating technology in order to be more attractive to buyers.
• 16:46-17:41: Reasons why you shouldn’t scale back, and should sell your business at its high point.

 

Brian Kinahan - Run Your Business Like You’re Going to Sell It...Even If You’re Not (E0518)

Brian Kinahan is a business coach who helps CEOs and business owners improve business performance and prepare for an eventual sale or generational transfer. His philosophy: run your business like you're going to sell it, even if you're not. 

 

Questions Asked: 

 

1) Are there steps an owner can take in the short term to increase the selling price of a business? 

2) Aside from being ready for the transaction process, how does financial performance affect valuation? 

3) What else can an owner do to have a significant impact on the price a buyer will pay for the business? 

 

Contact Info: 

 

Website: www.alliance-ceo.com

Email: brian@alliance-ceo.com 

 

Steven Goodman - The Human Side of Exit Planning

 

Click here to read this episode's transcript.

 

Steve Goodman, CEO and Founder of SHG Planning, has over 30 years of experience in business succession planning. His firm specializes in high-end, sophisticated business succession, estate planning, for high and ultra high net worth individuals. Steve enjoys the uniquely interesting challenge that comes with helping this level of client, both technically and emotionally. Steve’s goal is to make sure nothing is overlooked in your wealth transfer.

 

In his interview, Steve helps humanize and demystify this daunting process. Many people think not planning is easier than planning, as it may cause turbulence within the family, however not having a plan can cause even more family discord. Steve gives a few practical examples of common mistakes made during the planning process, and how individuals may be impacted by them. He also stresses the importance of deeply understanding your unique situation so your wealth and assets can be best managed. The insight Steve offers regarding the human side of estate and succession planning is indispensable.

 

1-Minute Sections:

• 5:25-6:28: A common reason people avoid exit and succession planning.
• 9:58-11:10: Problems that could arise when multiple children are involved in the family business.
• 15:12-16:14: A practical example of why planning is essential.

 

 

Scott Bornstein - Memory Power: Your Secret Weapon

Scott Bornstein is a Chief Memory Training Expert at MemoryPower. Grab a notebook for this one, memory training is a universally useful skill and everyone can benefit from this information. Scott’s expertise is in making memory and recall as easy as possible for business leaders, managers, and sales people. Not only is it important to learn to remember, but to understand how to make yourself more memorable to people. Marketing is essentially memory training to get customers to remember your message.

Scott shares some useful skill sets you can profit from immediately and discusses his methodology that creates consistency and results. The brain is best wired to remember stories, and Scott walks us through a few examples of this practice. Our brains don’t remember as well when they’re racing, we need to slow down and take time to form meaningful connections. Give yourself a mental boost and listen to Scott’s valuable information. Scott shares an invitation link to discounted information for ECR listeners if you’d like to learn more.

 

 

 

 

Craig James - Build Your Business Value with the Help of Your Peers

Craig James shares his tips and insights about how CEOs can benefit from getting involved in Peer groups. Contact Craig at craig.james@vistagechair.com

 

 

Jim Jubelirer - Have You Had Your Daily Huddle Today?

Jim Jubelirer of Jubelirer Results Group works with business owners on scaling up their business. Being around business his whole life, Jim has seen plenty of highs and lows, but he’s always been following how business and people work. Industry agnostic, Jim works with clients globally to increase value while practicing a very holistic approach. Additionally serving as an executive coach in training programs at Duke, he’s helped countless people find small wins that lead to big momentum. 

Jim talks about not just what you need to do to reach your goals, but what you need to stop doing. He discusses the main predicting characteristic of successful people and why you should create a mindset of growth and well-being in all aspects of life. Jim also shares meeting strategies that improve team performance, including what he calls a “Daily Huddle.” Everyone wants to be on a winning team, help improve yours by listening to Jim’s vital information.

 

Peter Sieffert - The Importance of Knowing the Enterprise Value of Your Business Before you Exit (J2117)

Peter Sieffert is the Owner of Swiss Avenue Partners San Diego, a company focused on helping business owners grow enterprise value in preparation for sale, acquisition, or transition. Today, Peter will discuss why you should know the enterprise value of your business regardless of when you are thinking of an exit. 

 

Questions Discussed:

 

1) Why should owners know the total enterprise value of their business today, regardless of when they plan to exit? 

 

2) Why should a company increase their total enterprise value today?

 

3) Who can businesses turn to to initiate the discussion?

 

Contact Info: 

 

Email Address: peter@swissavenuepartners.com

 

Website: www.swissavenuepartners.com

 

 

Leslie Hassler - Become the Chairman of the Board of Your Life (E0417)

Banish Your 5 Time Demons! How to get 2 hours back in your day, everyday!

How would it feel to have more hours in your day? What if there was a way NOT to get lost in the vortex of your busy life? It is possible to add more time to your day and get more done? Join Leslie Hassler with Your Biz Rules ™ for this powerful, tip-packed class where she will explain how women entrepreneurs can expand time and turn minutes to moments, creating tangible results and predictable success.

Questions Answered:

1) Why do entrepreneurs struggle with time management?

2) How do women and men struggle with time management differently?

3) How does a shift in time management change a business?

Contact info:

Email Address: leslie@yourbizrules.com

Website: www.yourbizrules.com

 

 

 

 

 

 

 

 

Stephen Lynch - How to Create a Business That Can Outlive the Owner (K2817)

Stephen Lynch is the Head of Strategy and Consulting at RESULTS.com and the author of the award-winning book: Business Execution for RESULTS - a practical guide for leaders of small to mid sized firms. His book was judged best management book in the USA’s 2014 Small Business Book Awards. Stephen has had articles published in The Economist, and writes a weekly email newsletter that has over 40,000 business leader subscribers around the globe.

His company RESULTS.com provides management dashboard software to help you to engage your employees - and achieve your company goals faster. The software helps companies to track KPIs, Projects, Tasks and run more effective meetings to drive better results

Questions Answered: 

1. What are the main ingredients that go into creating a compelling company vision?

2. How do you engage employees to want to give more than the bare minimum?

3. What is the key to creating an enduring company culture - one that can outlive the owner’s involvement?

Contact Info: 

Website: www.results.com

Email: stephen.lynch@results.com

 

 

Vince Mastrovito - Why Do Owners Stay Too Long?

To Read This Episode's Transcript: Click Here

Back with us once again is Vince Mastrovito, Exit Planner at Prometis Partners. Vince is a serious succession planner: he’s a certified business exit consultant, CBEC, a certified exit planning advisor, CEPA, a certified value builder, CVB, a certified disc plus coach CDVC, and 2019 Member of the Year at the Exit Planner Institute. Vince is very well-versed in this area and brings enthusiasm to finding creative solutions for each of his clients. He’s seen people, for one reason or another, stay in their business far too long. 

In his interview, Vince discusses a variety of reasons someone may stay at the helm of their business longer than they should. He discusses some of the things that may sneak up on the business owner if they aren’t diligent enough and decrease the business value when they do decide to exit. The retirement you dream of depends on careful planning that starts early. Vince also helps people find their passions again in order to help them continue feeling fulfilled after they leave the business they know and love. Vince’s tips are always powerful, and you don’t want to wait to hear this advice.

1-Minute Sections: 

• 4:51-5:53: A few general reasons why owners may stay too long.
• 9:54-11:04: A few ways to approach realistic business valuation.
• 15:15-16:12: Ways a wealth manager can help sustain or increase a client’s current lifestyle through planning.
• 19:23-20:12: Circumstances in which a business owner's exit goals may be unrealistic for an exit planner.
• 20:44-21:54: Discussing helping owners find their true passions by challenging them.

 

Peter Mehit - The Three Times You Need a Business Plan (A2318)

 

 

 

 

 

 

Peter Mehit is the COO of Custom Business Planning and Solutions. Today, he will discuss the most important times to have a business plan. 

Questions Answered: 

1) What are the three times you need a business plan?

2) Why is it important to focus on your exit early?

3) What can people do if they are nearing the time they want to get out of their business and they haven't planned? 

Contact Info: 

Website: www.custombps.com

Email: pmehit@custombps.com

 

 

Scott Hunter - Unshackled Leadership

 

 

 

 

 

 

 

Scott Hunter, President of Unshackled Leadership, helps leaders reach a mindset of success and helps improve communication within the workplace. Originally starting as an engineer studying law, eventually Scott was working as an IP lawyer but couldn’t keep a secretary and lost his wife. He knew something had to change, so he became devoted to learning all he possibly could about improving his communication and life skills. In an effort to turn full-time learning into a viable career, he founded his coaching company, Unshackled Leadership. 

In his interview, Scott shares extremely valuable tips for more effective communication. When communicating, we all want to be acknowledged, appreciated, heard, and known, so the most important component of effective communication is being an empowering listener. Scott talks about the importance of turning off your own internal voice, and giving people your undivided attention. To Scott, success is based on having a group of happy, excited people working towards a clear, common vision they’ve all committed to. Scott’s information is vitally important to helping improve your own attitude, as well as employees’ perception of their workplace.

 

Addison Adams - 3 Structures for the Sale of Your Business (D1118)

Addison Adams of Adams Corporate Law, LLP discusses considerations for business owners who are planning to borrow, sell or go public.

 

 

Kevin Weir - If it is Hard to Turn The Key, You Will Not Get Top Dollar

Kevin Weir, Action Coach, discusses a common problem of many small businesses - lack of processes and systems that make it hard to transition the business.

Transcript: 

Kevin: When you're trying to sell a business, it's a lot harder to sell a business if it isn't a turn-key operation. If somebody wants to walk in and buy a business and all the systems are sitting in the owner's head, that potential buyer is going to place a discount on that business, because most people who are investing in business aren't going to want to just purely operate it on an ongoing basis. A lot of people who are wanting to buy a business want to be able to have some level of ability to let it operate buy itself. The less systems you have in the business, the bigger the discount. So, what we do, is we help them develop and systematize the business such that it can work without them, because our definition of a business is a commercial, profitable enterprise that works without you, the business owner. To the degree it fits that definition is the degree that you're going to have a much more valuable business. 

 

Chris Kramer - Your Exit is Coming - Will You Be Ready? (D0518)

Chris Kramer, Managing Director, Strategic Equity Group discusses the decisions and strategies that go into an exit plan and the critical importance of preparing well in advance to have the best options.

 

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

 

Hema Dey - Marketing is Like a War Game

 

 

 

 

 

 

 

Hema Dey, of Iffel International, discusses the mechanics of an effective marketing program.

Transcript: 

Bill: We asked marketing strategist Hema Dey for some key ideas and strategies for business owners to think about when developing their marketing plan.

Hema: Marketing is like a war game, so you really need to understand the landscape of the people that you want to sell to, and who your competitors are. We always produce a functional marketing plan. Another thesis, which is three months worth of work, but something that you can actually  go out and say, right, roughy, this is your target market, here are your threats, your competitors, and what you’re up against, and really measure what those gaps are to make sure that the sales model, and I know a lot of people see the word “sales” as a big taboo word, but a business cannot survive without sales and if you apply that right across even the professional service sector…if people can actually put a sales organization within their business, then I think they’ve got it right. 

 

Heath Goldman - What Will Your Legacy Look Like in 25 Years?

Back with us again is Heath Goldman, President and CEO of ICON Wealth & Legacy Partners. Heath serves as a financial Architect for business owners and real estate partners. He is also a Provisors member and group leader for estate and succession planning. Heath knows the value of a good plan, and is an expert and helping others protect and create their legacy.

In his interview, Heath stresses the importance of communication, collaboration, and coordination between advisors. In order to make the best plan, these different people must be aware of each other’s actions to avoid any gaps. Clients often struggle with taking the time to understand what their team is doing on their behalf. You may think you know what is going on with your estate plan until the questions begin, and it is essential that the whole team - including family - is on the same page. We all want to leave a proper legacy, so listen to Heath’s tips for doing just that.

1-Minute Sections: 

• 4:04-5:05: You may think you know what is going on until the questions begin - get on the same page and have these conversations.
• 8:39-9:44: Ego and legacy, “How will I be remembered?”
• 13:19-14:18: Importance of communication, collaboration, and coordination between advisors. 

 

Gary Melling - Bringing Artificial Intelligence to life

Gary Melling of Acquired Insights Inc. discusses the evolution of AI and where we are headed next - and how you can keep up with all of it!

 

 

Tom Miller - How Can You Turn Your Employee Investment into a Growth Driver?

Tom is in the business of compensation design for privately owned companies. He'll describe how he helps business owners construct pay-for-performance strategies that turn employees into growth partners. Compensation (such as salaries, bonuses, commissions) is typically the largest expense on a business's financials. How can this investment be turned into a driver growth? This is the question Tom's firm, The VisionLink Advisory Group, is constantly striving to answer.

Today we tackle these questions:
1. What is the biggest mistake most business owners make relating to paying their employees?
2. What's the first thing a business owner should do in order to turn employees, as you say, into growth partners?
3. When you look at company's compensation strategy, is there usually a glaring omission?

For listeners to this show, Tom's firm is offering a complimentary consultation to discuss any compensation issue you're struggling with.

 

Tawnya Gilreath - 7 Steps to More Money from the Sale of Your Business (A3018)

Tawnya Gilreath of LA Business Pros shares valuable tips and ideas for getting your business in shape and getting it sold. Be sure and listen to this full 20-minute interview carefully as there are valuable lessons for business owners regarding managing and communication their expectations, working closely with their Business Sale professionals and making a true effort to get the business ready for sale. 

 

Leo Klijn - What Do You Think Of When We Say Exit?

Leo Klijn, Exit Strategy Planning, Henberger, discusses the importance of understanding your perspective and your Advisors' perspectives when you think of Exit planning.

 

 

Vince Langley - Building a Culture of Common Sense (B2018)

Using Common Sense is a sure fire way to prepare your company for the future. Vince Langley uses his expertise to ensure that companies are engaged and that both employees and business owners take ownership of their jobs. 

 

Questions Discussed:

 

How can a business owner build a culture of independence vs dependence?

How can we build a culture of accountability and ownership?

 

Contact Info: 

 

Email Address: alaskavince@gmail.com

Website: vincelangleyresources.com

 

 

Bill Crawford - Life from the Top of the Mind

Settle in for a fascinating conversation with 2019 Vistage Speaker of the year Dr. Bill Crawford. Bill is a licensed psychologist, author of 4 books, and has created over 3,300 presentations for Sprint, Shell, The American Medical Association, and many more esteemed organizations. While we are over-saturated with information, Bill realized early on that we are not necessarily sure of what to do with it. After taking a class on the biological basis of behavior, Bill came up with a tried and true system for taking advantage of the way our brains work in order to think at a higher level.

Reactions are due to the way we process information, and Bill shares why thinking in different parts of the brain causes different responses. By training our brain to think in the neocortex, our decision making process becomes more advanced and clear. Bill sheds light on what can happen when we try to see other people as allies instead of adversaries. While it may seem exhausting to aim for high level thinking all the time, Bill discusses why this process can actually be chemically energizing. Treat yourself to Bill’s exceptionally useful information.

 

Rick MacBarron - Financial Planning Tips for Business Owners (G0717)

 

 

 

 

 

Rick MacBarron shares some financial planning tips from his many years of experience. Find his full interviews by searching in our index.

Transcript: 

Bill: What's the buyer who's gonna buy your business, gonna look for in your business? Here's two great tips from Rick MacBarron.

Rick: The investment banking market is a nervous market, buyer's are very, very careful. So, again, when you present to the market, the business has got make a lot of sense. A buyer's gotta be able to look at the financials and understand it quickly, and not have to do a lot of digging around and, "can you explain this to me, please?" and, they don't want to ask a lot of those questions. Well, the other thing I see, Bill, is business owners just doing too many things, so that when a buyer comes along, the buyer's gonna say, "well, wait a minute, Mr. or Ms. Business Owner, you are the business." A company I'm working with right now in Wilmington, where we're intentionally bringing in a management team, so that when my client steps out, the buyer can look at it and say, "okay, this is a business I can buy, and it can continue running without the big guy still in the company." 

 

Martin Staubus - Stocks, Owners, and Employees (C2518)

Martin Staubus is a Consultant for the Beyster Institute at the Rady School of Management. The Beyster Institute is a nationally recognized center of expertise in employee stock plans. Mark focuses on: 1) structuring ESOPs so business owners can liquidate equity on highly tax-favored, flexible terms; and 2) creating equity participation programs that use stock options, restricted stock, or other forms of equity compensation to attract and motivate employees.

 

The Beyster Institute at UC San Diego is the nation's leading university-based center of expertise on employee stock programs. They provide advisory services to business owners who are interested in monetizing some or all of their equity value through an ESOP (employee stock ownership plan) - a program that allows an owner to sell any portion of his stock to his employees, generating tax savings that can actually exceed the value of the stock being sold. The institute also advise on the design and implementation of equity participation programs that use stock options, SARs, restricted stock grants or other forms of equity compensation to attract, retain and motivate employees, and align the team's focus on driving the success of the business.

Contact Info:

Website: http://www.rady.ucsd.edu/beyster/ 

 

 

Chad Peterson - Tips from a top business broker about selling your business

Maybe you think you know a lot about how you will sell your business. Chad Peterson of Peterson Acquisitions has sold many many businesses and shares his expertise.

Website:

https://petersonacquisitions.com/

LinkedIn:

https://www.linkedin.com/in/petersonacquisitions/

Recent Award:

https://bloggerlocal.com/national/reviews/best-business-brokers-sell-your-company

How to Sell Your Company (Free eBook offer)

https://petersonacquisitions.com/get-the-book/

 

Randy Noe - Leading Well (G0117)

Randy Noe is an experienced Leadership Coach who has recently authored "Leading Well: The Essence of Wholehearted Inspirational Leaders". He shares tips and thoughts for you to become a better leader

Mike Leannah - Grow Your Business Value NOW to Maximize your Future

Mike Leannah’s background includes over 20 years in a C-Suite executive position in various industries domestically, along with 4 years of international experience with a Fortune 100 company.

As an entrepreneur, Mike organically grew his company from $2.7M to $22M in a four- year period, realizing EBITDA growth from $400K to $3.1M.
Mike joined Cornerstone with the goal of helping business owner clients plan for the single, most critically important financial event of their lives - the transition out of their business. Mike, as a member of the BEI Network of Exit Planning Professionals has earned the designation of a BEI Certified Exit Planner, CExP.

During this interview, we discuss the answers to these questions (among others):

What do owners and CEO say is the biggest issue that they face?
What is the business owners largest obstacle in building enterprise value?
What are the characteristics of a company that will grow and prosper during and after this pandemic?

Mike offers a 1 Hour Complimentary consultation to discuss "What's keeping you up at night"

Jim Jubelirer - Creating a High Performance Culture (G0717)

 

 

 

 

 

 

 

 

 

 

 

 

 

Jim Jubelirer is the owner of Jubelirer Results Group. Jim's goal is to Contribute to Others and Add Value. Today we're going to talk about Creating a High Performance Culture.

 

Website: www.jubelirerresultsgroup.com

 

 

 

 

Lisë Stewart - Coming Crisis of the Family Business (E2317)

 

 

 

 

 

 

 

 

 

 

 

 

 

The Galliard Family Business Advisor Institute was founded to ensure that small family-owned and closely held businesses across the country had access to the help they need to keep their businesses thriving while they undergo the significant transition in leadership. 

 

 

 

Greg Nutter - Building Business Value Through Predictable Revenue Growth (G2018)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Greg Nutter from Soloquent Inc, helps small and mid-sized business owners solve revenue growth problems for companies that sell products or services either through a direct sales force or through a reseller channel.

Please share this interview with your Social Media contacts!

 

 

 

 

Sean Brawley - Sustainable High Performance and the Inner Game (B2218)

Sean Brawley is a world renowned expert on sustainable high performance and the Inner Game. His clients include Super Bowl Champion Coach Pete Carroll and Senior leaders of GE, ITT, and Union Bank.

Today, Sean speaks to us about the basic premise of the Inner Game, about his work with Pete Carroll, and how his coaching can help CEOs.

Contact Sean for a free 30 Minute consultation to explore how coaching can help you accomplish your personal and professional goals.

 

Jasmine Sandler - Build a Powerful Social Brand that will Lead to Business (G0917)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jasmine Sandler is a global digital marketing and sales consultant and trainer in the areas of Online Branding, SEO and B2B Social Media. She has been the CEO of a Digital Agency since 2006, and has a niche service that she provides for CEOs and small business owners called Personal Branding Online. Jasmine recently published her 3rd book called "How to Brand Yourself Online Like A CEO" with a related Social Branding Course for business owners. 

Website: www.jasminesandler.com

 

 

 

Fred Berns - Business by Design (E1018)

 

 

 

 

 

 

Fred Berns is the President of Business by Design, and provides coaching and speaking programs, and marketing and copywriting campaigns designed to help business owners stand way out from their competitors, and master their marketplace.

Contact Info: 

Website: whatsyouronly.com

Email: fred@Whatsyouronly.com

 

Jerry Teplitz - Increase Your Brain's Leadership Performance

Dr. Jerry V. Teplitz is in the business of Optimizing Brain Performance and he is going to talk about How toIncrease Your Brain's Leadership Performance to New Levels of Excellence. 

Questions Answered: 

 

1) What is brain performance?
2) How can you increase it?
3) Do you have any research validating your approach?

Contact Info: 

Website: www.Teplitz.com

Email: Jerry@Teplitz.com

 

Tess Cox - Coaching: The 5 C's of Leadership & Life-Long Learning

Tess Cox, Principal of Tess Cox and Associates, has a myriad of skills, but ultimately aims to assist others in personal and professional transformational change. She believes that choice, not chance, determines your destiny. Feedback is crucial to self-awareness, and self-awareness allows us to grow more effectively. Coaching is essential to maximizing our potential. 

In her interview, Tess not only shares the 5 C’s of leadership, but also redefines the term leader. She stresses the importance of work-life congruency and aligning both to fit our personalities. Above all, Tess discusses the need to have a well-defined personal philosophy in order to continually make more confident decisions. Tess also shares a few examples of how she has helped her clients experience the outcomes they desire when working with and influencing others. The wisdom shared by Tess could improve your entire life, as well as your business, and should not be passed over.

 

Alex Freytag - Are You Running Your Business, or is Your Business Running You? (F1518)

 

 

 

 

 

 

 

 

 

 

Alex Freytag is in the business of helping business owners get what they want out of their business. 

 

Jane Johnson - Five Years from Exit? What should you do RIGHT NOW?

 

 

 

 

 

 

Jane Johnson discusses why 5 years is optimal to plan your successful exit. She is the co-founder of the Business Transition Academy

 

Christine Miles - The Art of the Nudge (E1418)

 

 

 

 

 

 

 

 

 

 

 

Christine Miles is the founder and chief architect of CI Squared. CI Squared is a Leadership Development and Sales Training Company. We believe people and organizations have untapped potential, and we empower organizations and people to reach their potential through our proprietary communication framework called "The Art of the Nudge." People and organizations must continuously improve and innovate business processes and key activities. Our framework is designed to work within an organization’s current system, nudging them to pivot in an agile and adaptable way to achieve superior business outcomes; that is, increased revenue, Increased profit/reduced cost, increased employee satisfaction, increased customer satisfaction, all leading to increased shareholder value.

Questions Answered: 

1. What are the current trends that you perceive in the world today that impact businesses?

2. You have developed an innovative communication framework as a result of these trends. What are the core principles behind “The Art of the Nudge?”

3. Can you explain your 5 Step framework?

Contact Info: 

Website: http://cisquared.net

Email: cmiles@cisquared.net

 

 

Hans Sperling - Important Legal Issues to Address Well in Advance of Your Business Sale (H3017)

In this 20+ minute highlight, Hans Sperling, Founder of Sperling Law Corporation discusses numerous strategies and ideas for your planning as you prepare for your Business Sale in the future, including the importance of your own pre-emptive "legal audit" to find and fix problem areas before your Buyer does, several tips on how to avoid "deal killers", and why your attorney should be your best friend when you are preparing to sell. Forward this to anyone who is saying they want to "sell someday soon"!

 

 

 

 

 

 

Joe Bertotto -Building Enduring Significance through Your Strengths

Joe Bertotto of CU Services, LLC, is a consultant who helps develop high care, high performance, and high accountability cultures in the workplace. Joe’s work in this field began 25 years ago and his expertise is in leadership and culture development. His goal is to help leaders create a work environment where employees feel they get to come to work, instead of feeling they have to come to work. While everyone has their own unique strengths, we all can be exceptionally bad at identifying what they are. 

Joe shares valuable insight on metrics for measuring strengths and weaknesses, as well as how this knowledge can be used to benefit the company and employees. He also explores the idea that individual well-roundedness may not be as important as we make it out to be. While weaknesses can’t be ignored, cultivating unique strengths can be potentially more fruitful. Joe’s tried and true process of helping coworkers understand, tolerate, appreciate, and eventually leverage one another is indispensable information for anyone who hopes to be a stronger team member.

Gunnar Gundersen - How to Manage Your Intellectual Property (C0318)

Gunnar Gundersen is in the business of intellectual-property protection, consulting, and litigation, and is going to talk
about how to manage intellectual property to maximize your business's value.

Questions Discussed: 

1. What is intellectual property?
2. How can intellectual property create value for my company?
3. Do I have intellectual property? And why should I care about managing it?

Jaynie Smith - Differentiating from Your Competition

Smart Advantage is the only marketing and management consultancy focused exclusively on identifying and communicating the most important element of successful competition – your competitive advantage – from your target market’s perspective. Today, we will be discussing the importance of differentiating yourself from your competition.

Questions Asked: 

1. What prompted you to write your book, Creating Competitive Advantage?

2. What does Smart Advantage do and who are your ideal clients?

3. What results do your clients see after an engagement with Smart Advantage? 

Contact Info: 

Website: www.smartadvantage.com and www.jayniesmith.com

Email: jsmith@smartadvantage.com

Bonus Material:  

A set of books, available on Amazon and Barnes & Noble.com. "Creating Competitive Advantage" and its companion book, "Relevant Selling". 

 

George Smart - Unraveling Family Knots: Preparing Future Roles in Family Businesses (L2317)

George Smart of Strategic Development, Inc. discusses family business issues

Questions discussed:

a. You'd think that passing a business to a son or daughter would be easy. After all, there's no interview. But

it's not that easy, is it?

b. Why do family CEO's find succession so difficult?

c. What's the first step to make this easier, to clear away some of the very strong emotions people have about

their children, and vice versa?

Contact info:

Email Address gsmart@strategicdevelopment.com

Website www.strategicdevelopment.com

 

 

 

 

 

Daniel Sachs - The Million Dollar Greeting

Daniel Sachs has an interesting background and a new book, The Million Dollar Greeting - that you will enjoy hearing about.

 

 

 

Michael Shea - Escaping the Owners Trap

Michael Shea is the President of AdviCoach, a company focused on helping privately held businesses improve their business performance.

Questions Answered

1) So exactly what is the owners trap?

2) If a listener feels they are in the owners trap how can they get free?

3) A lot of business owners I know really love what they do, what is the downside of spending all of your time and energy in your business?

 

Contact Info

 

Website: www.mshea.advicoach.com

Email: mshea@fsbiapps.com

 

Dolores Hirschmann - Master Your Clarity

Dolores is the founder of Masters in Clarity, a full-service digital agency that believes being a Favorite brand is more valuable than just being a Famous one. They craft beautifully useful, connected ecosystems that grow businesses and build enduring relationships between brands and humans.

We discuss how Dolores and her team guide their clients to:

• Communicate their message in an engaging way… they call it the TED way

• Design a growth strategy that is aligned with WHO they are as entrepreneurs, what flows naturally… this is where their coaching skills come in

• Take consistent ACTION towards implementing their strategy and growing their business… this is where their MUM skills come in keeping YOU moving forward  

Vince Mastrovito - Get serious about your systems

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

Please share this interview with your Social Media contacts!