Exit Coach Radio

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Toby Needleman - Keys to Audacious Aging

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Toby Needleman, Vistage Speaker and Positive Psychologist, has been a Life Success Coach for over 4 decades. Toby helps people unlock their true potential and live lives full of purpose, passion, and meaning. Her expertise is in helping people grow younger and making the rest of your life the best of your life. Aging is inevitable, but a decline in the quality of your life is not, and Toby has the keys to audacious aging. 

In her interview, Toby shares ways you can create a quantum leap in your health, vitality, and fulfillment. She discusses strategies for designing the life you dream of going forward, in order to live the best years you can imagine. Toby describes the extremely powerful value of imagination and its position in helping reprogram your thoughts. Our minds have a vital role in determining our future, Toby explains the science behind this and how to leverage it to help achieve your dreams. You’re never too old to start living your dream life, and your future self will thank you for listening to Toby’s interview.

1-Minute Sections:
  • 2:11-3:12: Personal awakening that she needed to either retire or rewire - and needed help doing it.
  • 4:58-5:59: With a clear mental picture of success in mind, we can beat the inaccurate notion that aging means decline. 
  • 6:19-7:15: Importance of the imagination and its tremendous value.
  • 10:02-11:10: Thought exercise for changing your preconceived notions about aging.
  • 13:30-14:38: Chemical feedback of emotions - the health benefit of having a good mood. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

James Bean - The Advantages of a Tax Deferred 1031 Exchange

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James Bean of SVN - Rich Investment Real Estate Partners, is a seasoned commercial real estate investment broker who specializes in wealth preservation and wealth transfer through the advantages of a Tax Deferred 1031 Exchange.

 

Here are some of the main points we discussed:
What is a Sale Leaseback?
What are the benefits of a Sales Leaseback?
Can a business owner who owns their real estate use a Tax Deferred 1031 Exchange to relocate and expand or to "right-size" their foorprint?

James offers listeners a Complimentary Broker Opinion of Value on any one of their commercial properties.

Darrell Amy - Tuning up Your Revenue Growth Engine

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Darrell is passionate about helping great companies grow revenue. He’s the author of the best-selling book Revenue Growth Engine, How To Align Sales and Marketing To Drive Accelerate Growth. He’s the host of the Revenue Growth Podcast on the C-Suite Radio Network and the co-host of the Selling From the Heart podcast. He’s a member of the Forbes Business Council and a C-Suite Advisor. As a Revenue Growth Strategist, he gets behind the scenes, rolling up his sleeves to help company owners, sales leaders, and marketing teams build revenue growth strategies. 

 

We discuss:
How companies can adjust their marketing and sales strategies to succeed in the post-COVID economy • The law of exponential revenue growth • How to set aggressive but realistic growth goals • What companies can do to finally achieve marketing and sales alignment • Why inbound marketing may not be the best strategy for many B2B companies - and the better alternative • The two most important metrics for B2B companies to gauge success

Rick Itzkowich - Why an Exit Strategy is Not Necessarily Just for Selling Your Business.

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Rick Itzkowich is a San Diego Vistage Chair and CEO of three Mexico-based steel manufacturing firms with 1800 employees. He is an official member of the prestigious Forbes Coaches Council and a contributing author for Forbes on trending industry topics. All the proceeds of his best-selling Amazon book “The Referral Playbook” go to the Alzheimer’s Foundation of America with more than $10,000 donated to date. As a Vistage Chair Rick serves as the senior advisor and facilitator of his peer advisory group.

 

Questions we tackle in this interview:

1.    How soon should a business owner plan their exit strategy?
2.    What are the benefits of planning an exit strategy so early?
3.    What are the dangers of not having an exit strategy?

Email Rick at rick@rickitzkowich.com -- he would be happy to provide a free 30-minute consultation on today’s topic or on the benefits of being part of a peer advisory board.

Rich Cocuzzo -Unique Sales Ideas for Unique Times

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Rich Cocuzzo is the Founder and President of Sales Velocity Advisors. Providing sales consulting and fractional sales leadership services, Rich helps companies build or lead sales teams to accelerate business growth.

​Here's what we focus on in this interview:

1. How are you helping companies pivot and adapt due to the business disruption caused by COVID?
2. How are companies navigating the change to a virtual Buying & Selling environment?

Special Offer: 30 minute free consultation to discuss how to get back on track and achieve your revenue goals for 2020.

Vince Mastrovito - Maintaining Growth in Tough Economic Times

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If you've listened to the show for any length of time, you'll recognize Vince as a steady source of great business advice. Today we discuss the answers to the following questions:

 

What do most business owners do when the economy drops?

What has history provided us to help owners?

What are some of the key areas to focus on when the economy drops?

Eric Brotman - Things to do BEFORE an Exit Event to Make Sure You’re Ready​

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BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S. 

Questions we addressed:

What are some of the steps that business owners can take in advance of a potential exit event?
What are some of the mistakes you've seen business owners make after their exit events, and how can they be avoided or minimized?
What does it mean when you encourage people to "graduate into retirement?"

Eric has written "Pay Less Taxes Now" which explains the four places most Americans can put money where it will never be taxed again.  Download it for free at www.lowtaxbook.com.

You can also catch Eric's podcast "Don't Retire...Graduate!" and dozens of articles he's written for Forbes.com can be found at www.brotmanmedia.com.

Scott Hunter - Unshackled Leadership

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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.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Roger Firestien - How to Be Deliberately Creative and Other Tips

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This is a fascinating interview. Dr. Roger Firestien has taught more people to lead the creative process than anyone else in the world. His latest book Create in a Flash: A leader's recipe for breakthrough innovation is his sixth book on innovation. In a beautifully formatted book he shares the key things that leader's need to do to nurture their creativity and the creativity of others --To compete and be profitable in today's marketplace and with all of the changes facing us, you need big, creative solutions and you need them now. Thanks Dr. Roger! His website: click here

Carol Marzouk - Executive Lion Taming and Why You Might Need It!

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Carol Marzouk is always fun to have on the show. Here she shares some stories that illustrate how owners can sometimes be the worst enemy of the value of a business. If you hear her describing you in this episode - call her immediately! Here's her website link: click here

Pete Walsh & Marc Ottestad - Peaceful and Prosperous Relationships in Family Business

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Today we have two guests from Family Business Performance Center, Pete Walsh and Marc Ottestad. Marc has been working primarily in the Christian leadership development space and is a prominent Convene member. Before moving into coaching, Pete had dealt with a lot of firsthand pain and frustration working in a 90 year old family business. They both seek to smooth out the tender familial relationships and lead families to lasting peace and prosperity. 

 

In their interview, Marc and Pete discuss some of the strategies they use when coaching. Their model is based on intentional practice and rehearsal, citing the NFL as an inspiration. They discuss the importance of having an objective voice in the room when dealing with issues within a family. At the end of the day, we all want to have success in our home and business lives, and if these two areas intersect, be sure to tune into Marc and Pete’s expertise. 

Vince Mastrovito - Evaluating Business Expenses

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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. He brings enthusiasm to finding creative solutions for each of his clients and helps them understand and identify what their value is to move them forward. Vince offers some ways to increase business valuation by lowering your bottom line. 

 

In his interview, Vince discusses the importance of evaluating your business expenses, especially during COVID. He outlines some areas that may seem small but can add up to big savings on your bottom line. Vince also discusses why it is crucial to separate business expenses from personal expenses. He also suggests getting your debt taken care of well before planning an exit, as it can prolong the succession process. Lessening your expenses and debt can make the transition out of your business easier, so don’t miss out on Vince’s valuable insight.

 

1-Minute Sections: 
  • 4:59-5:57: How you can generally cut down on overhead costs by examining small-medium sized day-to-day expenses.
  • 6:26-7:26: COVID and cash burn rate in relation to profits and losses.
  • 9:03-10:05: Evaluating technology tools and productivity.
  • 15:36-16:31: How overuse of discretionary expenses can bring the value of your business down.
  • 17:10-18:12: Business owners need to distinguish between business expenses and personal expenses.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Paul Wirth - How to Inspire Client Loyalty

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Paul Wirth, Founder and Chief Facilitator at CEO Axxess, is in the business of helping companies create clients for life. Originally trained to facilitate CEO round tables, he now has over 35 years of experience, from working with start-ups to Fortune 500 companies, and so much more. 68% of clients will leave due to indifference, and it costs 6-7x more to get a new customer than it does to retain an existing one. These statistics can be daunting, but Paul has crucial strategies for keeping your clients on board.

 

In his interview, Paul discusses the client experience and how it relates to their retention. While technology can aid, creating a unique experience for customers is key to get them to keep coming back. Paul explains the EOS Software and how it can contribute to customer loyalty and he also shares practical examples of companies that do this right. Paul also dives into the importance of being a part of Mastermind Groups and how they contribute to heightened success. In our time of commodity-based economy, it is crucial to cultivate a unique customer experience, and Paul’s knowledge will help you do just that.

 

1-Minute Sections:
  • 4:06-5:05: An overview of EOS and what it can do.
  • 7:09-8:23: Why it’s so important today to create client loyalty.
  • 10:35-11:39: Technology can help, but creating an experience is key.
  • 13:50-14:56: The important role of Mastermind Groups.
  • 19:43-20:55: How CEO Axxess helps businesses develop by forming Mastermind Groups.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

Chris Yonker - Peace, Joy, and Fulfillment: How to Live in Your Legacy

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Click here to read this episode's transcript

 

Chris Yonker, Founder, CEO, and Executive Performance Coach at his boutique consulting firm CHRIS YONKER, believes no one should settle for less than spending their time in peace, joy, and ultimate fulfillment. He has over 20 years of corporate experience working at 3M, but meanwhile has also dove deep into studying Neuro Linguistic Programming, as well as practicing various aspects of Eastern Philosophy. As he began business consulting, he noticed many CEOs and other outwardly successful people were not actually joyful in their lives. Chris knew he could make a difference in people’s lives by coaching them on how to live in their legacy. 

 

In his interview, Chris enlightens us on the tremendous power of meditation. In times of COVID, many business owners may be realizing that it’s time to rebuild, and looking inward can help determine the best course of action moving forward. Chris discusses how you can start meditating, and why it is so useful to give yourself space to think about your desires. He explains how taking control of our brain’s task of assigning meaning to everyday life can lead to greater success, peace, joy, and deeper fulfillment. Chris’ fascinating interview could very well change your life, don’t miss his powerful insight on mastering your mind.

 

1-Minute Sections: 
  • 5:53-6:56: How you can rebuild in light of COVID.
  • 7:50-9:05: One reason why meditation can help alleviate stress and help you plan for the future.
  • 9:21-10:19: A reason why meditation can help raise your level of self-awareness and lead to deeper success.
  • 11:32-12:33: A beginner’s guide to meditation.
  • 15:45-17:02: We make time for what’s important, but we live thinking that there is always more time.
  • 17:18-18:25: There is always a gift, you just have to look for it.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Christine Miles - The Art of the Nudge

Christine Miles, Founder of CI Squared LLC and Vistage Speaker, helps people and organizations reach their untapped potential. For over 25 years, Christine has been a behavioral psychologist, and she knows firsthand how difficult it can be to change. She is also the author of “The Art of the Nudge,” which details her gentle approach to inspiring large changes. Small nudges can lead to big results by gently getting people out of their comfort zone rather than immediately overwhelming them. 

 In her interview, Christine emphasizes the notion that you need to slow down in order to speed up. She relates this idea to sports and how we must always be mindful of the end goal. Christine explains how our brain pathways work and why dysfunction can be comfortable, but positive change can be difficult. Reflection is essential, and can help clarify communication across all levels in a business. Preparing for, accepting, and moving towards change is essential for making big differences, be sure to listen to Christine’s advice and reach your untapped potential.

1-Minute Sections:
  • 5:30-6:35: Sports metaphor to explain “You have to slow down to speed up”
  • 7:30-8:40: Describing of comfortable brain functions that limit our full potential
  • 13:17-14:10: Dissonance between senior leadership and employees understanding of goals
  • 14:42-15:46: Explains the importance of understanding what motivates your people and how it relates to growth

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Mike Goodfriend - Make a Difference in Leadership

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Click here to read this episode's transcript. 

 

Mike Goodfriend, President of Goodfriend & Associates, is a teamwork engineer, leadership coach, and a meeting facilitator. Mike has always considered himself a student of strategy, teamwork, and leadership. He now trains teams to leverage these skills in order to mine and uncover business opportunities. Mike and his team bring some fun competition into their methodology in order to foster growth within organizations. 

 

In his interview, Mike describes the ways in which he helps teams become more cohesive and seize new business opportunities. Mike explains the unique team development workshops he hosts, which he calls “Teamwork Sharks.” He discusses how this helps people discover new ways of identifying and presenting business opportunities. He also shares the importance of detailed data analytics. An effective company will have strong values from the top down, so be sure to tune into Mike’s tips on how you can refine your leadership team.

 

1-Minute Sections:
  • 3:00-4:07: Using data analytics effectively can be a game changer, like in Major League Baseball.
  • 9:23-10:28: Introducing Teamwork Sharks Leadership Development courses as a way to teach effective business plan presentation and encourage strategic thinking within leaders.
  • 11:42-12:32: An overview of Mike’s strategies for leadership coaching.

We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Stuart Friedman - The Company is Only as Strong as Its Culture

 

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Click here to read this episode's transcript.

 

Stuart Friedman, President of PMA Progressive Management Associates, is an expert on improving workplace culture. After effectively helping a Fortune 500 company build a cohesive and strategic business model, he decided to start PMA. He now focuses on helping a number of the 10 million small businesses with 1-99 employees, as this is where he believes improved culture is the most important. Stuart knows firsthand that a company’s culture can make or break their lasting success.

 

Now more than ever people are concerned about what is in it for themselves. In order to appeal to everyone, we must speak in a way that they will truly hear. Stuart dives deep on his concept, “The Relevance Factor” and discusses how business leaders can use it to establish a more ubiquitously understood culture.  He also shares tips for people who may not own a business, but wish to enjoy their current job more. Stuart outlines some common misconceptions that lead to misunderstandings and lack of top-to-bottom alignment. A company will be most successful when its whole team is in line with the target and communicating effectively, be sure to listen to Stuart’s insight on improving your workplace culture.

 

1-Min Sections: 

  • 5:47-6:47: People are not mind readers, leaders need to develop a culture rich in communication in order to get strategic success
  • 8:02-9:14: Thoughts on inherent bias of people’s preferences/choices
  • 9:33-10:34: Mistakes commonly made in communication with employees
  • 12:04-12:58: Example based on telephone game
  • 22:50-23:55: Break Free From Job Jail - tips for both employees and employers

 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

Landon Yoshida - The Planning Everyone Needs

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Click here to read this episode's transcript.

 

Landon Yoshida, Principal and VP of Wealth Management at Apriem Advisors, believes in serving first and selling second. Apriem has been named on Financial Times FT 300 list for the past two years. They attribute much of their firm’s success to the firm’s dedication to customer service, focusing on retiring industrial workers in Southern California. Landon used to work at a larger firm but sought instead to work in a setting in which he could really get to know his clients and their needs. 

 

In his interview, Landon discusses reasons why a solid relationship with your wealth manager and other advisors is crucial. He talks a bit about what led him to Apriem and why it is more fulfilling for both client and advisor. Landon also sheds light on what it takes to make a successful retirement plan. In a time full of insufficient, impersonal automated services, hands on customer service from people like Landon is essential.

 

1-Minute Sections:
  • 5:50-6:54: Cold calling vs. establishing a relationship - serve first, sell second.
  • 10:48-11:56: Can you actually retire nowadays or will you have to get another job?
  • 14:09-15:18: How to make the plan actually work and how it engages the next generation.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

 

 

 

Steven Goodman - The Human Side of Exit Planning

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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.

 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Anthony Mulkern - The Secrets of Exit and Succession Planning

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Click here to read this episode's transcript. 

 

Anthony Mulkern, President of Mulkern Associates, helps CEOs, founders, and business owners increase their enterprise value through executive leadership training. Tony has over 30 years of experience as an executive coach and business consultant. He helps ensure that businesses which eventually go to market become part of the 20% that actually sell. Tony’s expertise will help you position your business to become far more valuable to buyers. 

 

In his interview, Tony describes some of the many reasons that a majority of businesses never sell, and how you can get yourself into the category of those that do sell. Many business owners don’t realize that what they’re selling is an earning stream. He explains a bit about his methodology in coaching entrepreneurs on how to improve their enterprise value, and therefore become more attractive to buyers. Get a pen and paper ready for Tony’s extremely valuable tips.

 

1-Minute Sections:
  • 4:17-5:34: An example of a reason why 80% of businesses that go to market do not sell.
  • 6:14-7:11: Explaining why it is a problem if you wait too long to sell.
  • 8:23-9:31: Why you need to be aware of potentially inflated business valuations.
  • 14:14-15:17: Common mistakes that entrepreneurs make when hiring executives.
  • 18:50-19:45: Some characteristics of businesses that will sell.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Julia Wuench - Career Coaching and Connections

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To Read This Episode's Transcript: Click Here

 

Julia Wuench, Founder of The Authenticity Guide, and Contributor to Forbes, is passionate about helping her clients find more fulfillment in their work life. She does this by introducing more human connections, both externally and introspectively. The Authenticity Guide is a career coaching firm that specializes in problem-solving in the business world. Julia focuses on a more human-centered approach, utilizing tools like connection, communication, and collaboration. 

 

In her interview, Julia discusses the extreme value of human connection. She related this to the current COVID crisis and how you can improve your connection, both to others and yourself. Julia shares some ways she’s helped people pivot their careers to a passion they can monetize, regardless of age. She shares valuable advice for anyone who is unhappy with their work-life, as well as a generous offer for our listeners. Do yourself a favor and listen to Julia’s advice on how to boost your connection and fulfillment.

 

1-Minute Sections: 
  • 3:47-5:00: The significance of human connection in the business world.
  • 5:44-7:02: COVID and its effect on connections - why we must be intentional.
  • 7:51-8:46: How to connect during COVID time whether you are thriving or struggling.
  • 10:49-11:30: Career changes late in the game, you can monetize your passion.
  • 13:30-14:39: Two pieces of advice for anyone who is unhappy with their work life.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

Eileen Stephens - Taking Over and Growing Your Business

Screen_Shot_2020-06-16_at_103311_AM_9t1gk.pngEileen Stephens is a Consultant at Culture Index who is an expert at assembling successful teams. She is in the business of helping business owners put together a strong team that will help them both take over their business and allow it to grow in the future. Using proven assessment tools, Eileen helps make sure people are in the right seats on the metaphorical bus. As Baby Boomers are exiting the workforce, it’s crucial we prepare the next generation to fill their seats. 

In her interview, Eileen shares tips regarding business succession and the importance of making good choices regarding leadership staff. She shares relevant examples proving the wrong choice can be a costly one, as well as ways to avoid bad decisions. Eileen also talks about family members and their potential role in business succession. She shares assessment tools that will help ensure everyone is in a position that fits their skills and will help everyone thrive. Eileen’s tips could make or break your transition process, be sure to listen to her valuable knowledge.

1-Minute Sections: 
  • 8:35-9:33: It’s easy to hire someone persuasive, but making the wrong choice can be more expensive than you think.
  • 10:38-11:40: Tips for getting the highest payout when you decide to sell.
  • 14:34-15:24: Your child may not be the best fit for running the business - not doing anyone any favors if you put someone in a role they aren’t wired to do.
  • 17:00-17:45: Most people want to do a good job and are aware of their own strengths.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment! 

Vince Mastrovito - Why Do Owners Stay Too Long?

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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.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Peter Tentler - Is a Reverse Mortgage Right For You?

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To Read This Episode's Transcript: Click Here

Back with us again is Peter Tentler, Certified Reverse Mortgage Professional and Owner of Independence Reverse Mortgage Solutions. Many of his clients introduce him as "The Financial Locksmith®"​ because he can unlock the equity in your home and help secure your financial future. While reverse mortgages may have a negative stigma, Pete knows this isn’t true. He’s been helping people unlock their wealth since 1994 and carefully listens to each client’s individual needs in order to best assist them. 

In his interview, Pete gives a comprehensive overview of when a reverse mortgage might be the right solution for you. He dispels some myths regarding reverse mortgages and explains why it may be the first time you get excited about higher interest rates. Pete talks in detail about credit line growth rates associated with reverse mortgages. He also shares some case studies where reverse mortgages overwhelmingly helped families. In a time where the market is down but you still may need to leverage your liquid assets, understanding this tool is both relevant and powerful. Be sure to tune into Pete’s interview.

1-Minute Sections:
  • 3:06-4:05: Some of the biggest myths in reverse mortgages.
  • 6:48-7:54: Features of reverse mortgages and their relevance in Covid times.
  • 13:01-14:11: “The Sandwich Generation,” and when you should consider a reverse mortgage.
  • 16:25-17:35: A case study of a couple wanting to downsize while still having a large mortgage.
  • 20:22-21:39: Anecdote explaining to an attorney how reverse mortgages can save people’s livelihood.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

David Greco - Protecting Your Business and Family From Probate

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To Read This Episode's Transcript: Click Here

David Greco, Attorney at RMO, LLP., and Provisors member, is an expert in the realm of trust and estate litigation. Specifically, David focuses on helping business owners protect their business in the event of a tragedy before they retire or sell. A knowledgeable expert in this field is essential to ensuring you, your family, and your business are well-prepared. David has useful strategies for avoiding courtrooms, especially during the extreme backlog of hearings due to the Covid shutdown. 

In his interview, David goes over a variety of proactive measures that can help you avoid probate and protect your loved ones. He explains why probate can be costly and extremely emotionally taxing, offering alternatives for both before or after catastrophe strikes. He shares the documents that you should absolutely have in place and keep updated in order to prevent a litigation nightmare. David also debunks why you shouldn’t simply use a template and should always opt for professional guidance. Do yourself and your loved ones a favor and learn from David’s expertise.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Susie Japs - What is Your Exit Strategy People Plan?

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To Read This Episode's Transcript: Click Here

Susie Japs, Managing Director at Wejungo and esteemed Provisors member, is in the business of helping business leaders restructure their teams to get better results. She leverages her strategic, authentic, engaging approach and interactive style to challenge business leaders on common beliefs about recruiting, hiring, retention, and performance. We all know that our best assets go home each night and we must pay attention to our employees for the best results. On the people side of things, Susie has great insight into what we may be overlooking when preparing for an exit. 

In her interview, Susie talks about three items companies commonly miss in their exit planning, and why having an exit strategy people plan is so important. She discusses various strategies that she uses at Wejungo to hire more effectively. Susie also details the areas to focus on when exit planning that you may overlook, but a buyer would certainly scrutinize. If the business couldn’t be handed over with ease, you may have a much harder time selling. She also walks through a valuable exercise for taking stock of your workforce and offers some powerful assessment tools. Susie’s expertise on working together more effectively could help your entire team’s performance, don’t miss out on her interview.

1-Minute Sections: 

  • 4:08-5:03: 4 Strategies Wejungo uses to help businesses hire better.
  • 5:55-7:08: Common mistakes companies make in exit planning.
  • 7:13-8:18: Examples of businesses that were doing well but may not be valuable to buyers.
  • 9:34-10:37: Transferability and taking stock of key people.
  • 11:51-13:06: Overview of the Strategic People Plan.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Andy Gole - Urgency Based Selling

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To Read This Episode's Transcript: Click Here

Back with us again is Andy Gole, of Urgency Based Selling. He’s been helping business owners improve profitable sales for the last 27 years. Andy is also a Vistage member, is the author of “Innovation Now,” and has a storied history in all areas of selling. He has important information regarding sales during Covid to share.

In his interview, Andy discusses some reasons why you should still be reaching out to your clients, despite the current crisis. He explains the idea that if you may be able to help them succeed, there is no reason you shouldn’t reach out. Andy gives powerful insight on the power of creating a sense of urgency when selling and discusses the central paradox of selling. Additionally, in light of the increasingly virtual world, Andy also has some tips for more successful email campaigns. Don’t miss out on Andy’s powerful tips that will help you increase your sales.

1-Minute Sections:
  • 5:28-6:32: The central paradox of selling.
  • 7:26-8:28: Payments in Kind and how they can help level the playing field.
  • 10:27-11:31: When you should reach out to your clients, specific to Covid considerations.
  • 16:25-17:21: The economic return and the “Double Slingshot.”

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

 

Rich Allen - Radically-Engaged Teams

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To Read This Episode's Transcript: Click Here

Rich Allen, Founder of Tour De Profit, is a business advisor and nationally renowned public speaker. Rich is in the business of helping business owners engage and activate the power of their team. For the last 30 years, he’s gathered knowledge and expertise that allows him to inform business leaders. He aims to help them energize their team and transform their business into one that is profitable, sustainable, and driven by radically engaged team members.

In his interview, Rich shares a variety of powerful tips business leaders can use to heighten the power of their teams. Rich discusses the tremendous value of building your values into your team as well as why you shouldn’t limit your growth to just your own knowledge. He also explains the way a high functioning business should operate using a bike as a metaphor. Rich emphasizes the importance of working proactively rather than reactively. If you wish to activate the power that currently lies dormant in your employees, this information is for you.

 

1-Minute Sections: 
  • 4:55-5:59: Why we shouldn’t limit our business growth to just the knowledge of the business owner.
  • 6:21-7:22: Build a spirit of constant improvement embedded in the team.
  • 10:34-11:41: A piece of Rich’s metaphor of how business is like a bike.
  • 15:04-16:03: Radical engagement and Maslow’s Hierarchy of Needs.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

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


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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


Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 


Bill Ross - The Fitness Puzzle

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Bill Ross is a Vistage Speaker, Personal Trainer and Founder of Major League Conditioning Centers (now called Bill Ross Fitness Solutions), author of “The Fitness Puzzle,” and avid fan of hamburgers. He was one of the first strength and conditioning trainers for Major League Baseball players and knows how to get results. Bill’s personal training center focuses on individual attention and education. Bill was ahead of the curve on utilizing 30 minute workouts, and has plenty more cutting edge philosophies on nutrition, habits, and exercise to improve your fitness and well-being. 

In his interview, Bill describes his tested theories on what he calls “The Fitness Puzzle.” While we have been conditioned to think of calories as the key player in fitness, there are actually many other factors involved which must remain in balance with one another. Bill explains what happens to our bodies when we exercise and why 30 minutes is the ideal amount of time. He also dispels some myths about caloric intake and explains the science of how our bodies metabolize energy. Bill shares the key to proper health and why it's more important to control how we eat rather than what we eat. With Bill’s advice, you will have the tools to unlock a lasting happy, healthy, and successful lifestyle.

1-Minute Sections: 
  • 3:42-5:02: The truth about exercise and what it does to your body.
  • 6:09-7:17: Dispelling myths about calorie intake and their role in metabolism. 
  • 10:16-11:28: Weight regulation is not about what you eat, but how you eat.
  • 17:32-18:35: The role of enzymes in digestion, and how processed foods impact this system.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Vince Mastrovito - Family Business Culture

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Vince Mastrovito of Prometis Partners shares great tips about how you can create and maintain a successful family business culture.

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

Richard Lau - Designing Your Business for a Successful Exit Strategy in the Future

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Richard Lau, named “Domainer of the Year” in 2004, is the Founder of Logo.com, Resume.com, and NamesCon. He is in the business of building well-structured software companies which turn a profit. A business sale is not just dependent on good ideas, but good execution as well. Richard has generated millions of dollars of revenue in the domain industry and knows the value of starting with the end in mind. 

In his interview, Richard explains why you need to start your business with a future exit in mind. A buyer will scrutinize every detail of the business, so it is critical that you don’t take any shortcuts and do your due diligence along the way. Richard shares some strategies he’s used in the past as well as things to avoid when considering this aspect of planning. He also discusses some of the metrics of a successful exit strategy that go beyond just a high valuation. Richard’s insight is valuable to anyone hoping to smooth out their exit planning process.

1-Minute Sections:
  • 8:49-9:52: Why you need to set up your company with a future exit in mind.
  • 11:04-12:12: Necessity of not taking shortcuts and doing your due diligence along the way.
  • 14:09-15:28: Some of Richard’s various experiences selling businesses.
  • 18:22-19:44: A successful exit isn’t just measured by earnings of sale.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Carl Allen - Growth Through Acquisition

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Carl Allen, Co-Founder of Dealmaker Wealth Society, is a world-class entrepreneur, investor, and corporate dealmaker. He’s enabled over 300 deals collectively valued at nearly $50 billion in the last 3 decades and analyzed thousands of other businesses across industries. Carl is a bona fide serial entrepreneur and expert when it comes to business acquisition. At Dealmaker Wealth Society, Carl is in the business of coaching others to buy, sell, and scale their business. 

In his interview, Carl explains his philosophy on why you should acquire a business rather than start from square one. Most new businesses fail within the first 10 years, with half of them failing in just the first year. By acquiring, you can begin with something already successful or leverage their existing success and expand your business into new areas which are already a proven success. Carl shares ways you can prepare your business to be sellable, along with why you should be prepared due to the upcoming economic forecast. If you work on your business instead of for your business, Carl knows you can find heightened success and fulfillment. Expand your business’ potential by tuning in to Carl’s expertise.

1-Minute Sections:
  • 4:25-5:35: Instead of starting a company fresh, buy a profitable existing business.
  • 6:18-7:20: Criteria for identifying what business you should buy.
  • 11:04-12:18: Challenges Baby Boomers are facing when trying to sell their business.
  • 14:36-15:48: Ways to work on your business and not in your business via solid partnerships.
  • 18:19-19:34: Insight on the transfer of wealth happening in the next 10-15 years.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Jim Muehlhausen - Half Retire

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Jim Muehlhausen, Founder of Half Retire, helps individuals maximize their business value via a strategy he calls Half Retirement. Jim noticed a trend of people reluctant to fully retire and sought to create a solution. Some business owners may lose their sense of identity if they are no longer at CEO status, and can tend to struggle to find ways to fill the day without the work they know and love. Meanwhile, some may simply struggle to sell the business for their magic number and remain in the business out of necessity.

In his interview, Jim describes what half retirement looks like in a practical sense, as well as what needs to happen in order to successfully half retire. He discusses the benefits of being able to drive up the value of your business while working less hours, and ultimately not losing money to transactional sales tax. Jim shares ways to design work away and be responsible for only the unique areas in which you cannot be replaced. He also discusses his upcoming book, also called “Half Retire,” which dives deeper into the concepts he’s outlined. If you desire to maintain a successful company and income while working less, Jim’s interview is definitely for you.

1-Minute Sections: 
  • 3:59-4:50: What is Half Retirement all about?
  • 7:19-8:19: Some of the things needed to successfully half retire.
  • 9:56-10:57: You cannot simply delegate your way to half retirement, you still need to bring your unique work.
  • 16:22-17:15: Technology’s role in the half retirement process and business valuation.
  • 18:30-19:28: Delegation costs money, but there are ways to design work away.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Shannon Peck - The Importance of a Documented Hiring Process and How to Safeguard Companies from Discrimination Claims

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Back with us again is Shannon Peck, Talent Strategist and Hiring Exert at Wejungo. Shannon focuses on helping clients build a positive culture, streamline their hiring processes, and execute recruiting strategies. At Wejungo, they aim to join people together by hiring most effectively. She is also a Provisors member and her area of expertise could make or break your business transition.

In her interview, Shannon dives deep on the importance of careful hiring practices and talent management. A bad hire can be a costly mistake, and it is well worth learning strategic hiring practices. It is essential to have specific processes in place for hiring, as well as meaningful assessments for retaining employees and forecasting future talent needs. In a business succession, your biggest asset may be your employees, and cultivating a devoted, synergistic team is essential to high valuation and lasting success.

1-Minute Sections: 
  • 5:21-6:20: Why you should build documented hiring processes that are repeatable.
  • 9:13-10:21: The importance of finding the right fit for specific positions.
  • 12:41-13:44: Assessment tools for understanding people more than they may understand themselves in order to identify the best leaders.
  • 14:08-15:08: Documented hiring processes which preventing discrimination claims.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

All Star Review #7 - A composite of brief guest clips

We hope you enjoy this 10 minute composite of Guest interview excerpts!

 

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Don Rheem - Thrive by Design

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Get your notebook ready for this one, Don Rheem, CEO of E3 Solutions, is in the business of increasing workplace engagement through a science-based approach. Don is a nationally recognized TedX Speaker, former White House Correspondent, and Science Advisor to Congress. He is also the author of “Thrive by Design: The Neuroscience That Drives High Performance Cultures.” Don started E3 Solutions 12 years ago and his methods have proven to boost engagement, which results in higher productivity, profitability, and retention. 

 In his interview, Don emphasizes the importance of understanding how employees feel at the workplace, as this is the true mark of a company’s culture. Don comments on the importance of graciousness in the time of Covid, as memories made in fear will last a lifetime and retention may be dependent on thoughtfulness. He shares ways to create "emotional velcro" and discusses why compensation doesn't necessarily correlate with engagement. Don's insight is critical to building a more engaged and productive team, do not miss this fascinating conversation relevant to all.

1-Minute Sections: 
  • 3:24-4:34: We know the conditions which make brain function thrive, we need to design our workplace around this.
  • 6:32-7:48: “What does it feel like to work here?” - That is your true work culture.
  • 9:27-10:35: Compensation does not necessarily correlate with performance.
  • 15:08-16:15: Factors that correlate with engagement and how the brain behaves.
  • 17:01-18:07: Specific considerations regarding productivity and metabolic capacity during times of crisis.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Loreen Gilbert - WealthWise Financial Services

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Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices. 

In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed.

1-Minute Sections:
  • 3:18-4:35: Status of the market and what investors should be looking at now.
  • 12:08-13:05: 10 year goals for WealthWise and financial service industry.
  • 14:09-15:01: Importance of building a collaborative team spanning across various disciplines.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Eric Seropyan - Essentials of Search Engine Optimization

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Eric Seropyan, President of This is My South Bay, is an SEO expert at his digital marketing agency. Eric also teaches part-time at Orange County Search Engine Optimization Academy. By taking advantage of Google’s algorithms, you can get free traffic to your website. Eric knows that this traffic can be a game changer for small businesses. 

In his interview, Eric gives an overview on search engine optimization and why you need to consider it. Without proper SEO, it will be extremely difficult to have a successful online presence. In the increasingly digital age, this aspect of your business is absolutely worth spending some time, money, and effort. Eric shares some tips for getting the attention of both your clients and Google’s algorithms in order to boost your search ranking. The next level of marketing will be marked by the ability to drive people to take digital action, so be sure to get ahead of the curve and listen to Eric’s knowledge.

1-Minute Sections: 
  • 2:02-2:56: What is Search Engine Optimization and why is it important?
  • 3:30-4:34: Discusses metrics which Google uses in Search Engine Optimization.
  • 7:07-8:13: Optimization requires getting the attention of both Google and the person clicking to your site.
  • 14:18-15:16: The next iteration of marketing is driving people to take digital action.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

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

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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. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Leslie Groene - Strategies for Navigating Sales During Crisis

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Leslie Groene, President of Groene Consulting, is a Sales Coaching Consultant who provides the tools needed to enhance sales team skills and effectiveness. She serves as an industry agnostic, outsourced sales manager and trainer and has worked with many big companies. Leslie is extremely passionate about helping others create organic revenue growth. She has valuable information on how salespeople can and should continue despite the larger crisis. 

In her interview, Leslie discusses why it is essential to understand the needs of your client. She also highlights the importance of knowing the long term value of your customers rather than just being focused on a one-time sell. Leslie suggests we now must shift from being sales representatives, to being resources for our client in order to help them remain in business through these challenging times. People need to feel understood before they will listen to you, and everyone has been impacted differently - intentional empathy is critical right now. Leslie’s tips are extremely useful to anyone trying to understand how to communicate during the ongoing crisis.

1-Minute Sections: 
  • 3:12-4:31: Long-term relationship selling by thoroughly understanding your client.
  • 6:21-7:32: Speaks about strategies to use in this uncertain time of crisis and keeping focus on the clients.
  • 9:59-11:10: Take the approach of finding your clients’ needs and find where you can help.
  • 11:30-12:37: Identify what you can bring to the table to help your client remain in business, and other different things you can do now.
  • 17:24-18:22: Identify your perfect client, consider your new prospects, and keep your existing clients. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Kathy Dawson - Making a Difference One Job at a Time

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Kathy Dawson, esteemed Provisors member and CEO of Dawson & Dawson, is passionate about getting people into the right job and is a sought after talent broker. She’s been in the Search and Staffing industry for over 35 years and is a Certified Staffing Professional. In 2008, Kathy started her company in order to create a one-stop shop for employment service. Kathy has helped thousands of business owners hire the right employee at the right time, and aims to make a difference in people’s lives one job at a time. 

In her interview, Kathy shares valuable information for both business owners and individuals. She discusses some new practices coming to life due to Covid regulations, as well as potent insight regarding the economic outlook from her industry-agnostic perspective. Kathy explains why it is essential to see people as individuals with unique skills in order to find their best fitting job. Impactful hiring can and should be mutually beneficial, and a positive attitude goes a long way. Kathy’s giving spirit and deep wisdom on this subject cannot be missed.

1-Minute Sections:
  • 5:29-6:36: Many people become entrepreneurs by identifying a need and starting a business which addresses said need - this is how Kathy started Dawson & Dawson.
  • 10:47-11:57: New programs and job placement related to new Covid practices.
  • 13:17-14:16: Status of the current economic outlook and unemployment statistics.
  • 16:21-17:36: Valuable wisdom for entrepreneurs from Kathy’s 30+ years of experience. 
  • 18:31-19:30: 10% of Kathy’s business’ budget goes to people who need help without a fee.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Henry Evans - Best Practices for Driving Accountability & Building High Performing Teams (J2717)

Henry Evans is the Managing Partner of Dynamic Results, a Strategy Implementation and Organizational Development firm. According to Harvard University, Dynamic Results' clients implement their strategies at 8 times the rate of most companies.

Questions Discussed:

1) What does it mean when you say your clients implement their strategies at 8x the rate of most companies, according to Harvard?

2) Your Accountability Method, and also, your approach to generating leadership at every level of an organization, have both gotten a lot of press. What, if anything, do the approaches have in common?

3) Your methods have gotten a lot of press (Inc., Forbes, Washington Post, Fast Company, Huffington Post, Entrepreneur) for being counterintuitive. For example, you promote the idea that it's okay to get angry at work. Can you say more about that?

Contact Info: 

Email Address: hevans@dynamicresults.com

Website: www.dynamicresults.com

 Books available on Amazon: "Winning With Accountability, The Secret Language of High Performing Organizations" & "Step Up, Lead In Six Moments That Matter"

 

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Ben Krueger - Fundamental Principles of Podcasting

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Ben Krueger, Founder of Cashflow Podcasting, is a podcast educator who helps people develop their own podcasts. After an internship, Ben took over production on the company’s podcast and eventually found himself helping others start their own. This marked the start of his company, Cashflow Podcasting, where he helps topic experts with the processes which enable a successful podcast. Ben knows the value of a podcast for maintaining a strong network of relationships.

In his interview, Ben explains why now is a great time to start a podcast and shares an overview of the fundamental principles of podcasting. He discusses why podcasts can become an important branch of your marketing department. Ben shares tips on how to be a successful podcast host regarding mindset and intention, as well as the recent transformation of the state of the world for notorious speakers and why they should turn to podcasts. He also explains why podcasting can help build trust within your network and how this eventually translates to increased business. In a time where the digital space is becoming potentially even more important than the public space, be sure to educate yourself on this fascinating area of communication and use Ben’s wisdom to your advantage.

1-Minute Sections: 
  • 7:25-8:42: Why now is a great time to start a podcast.
  • 9:42-10:43: People may not start a podcast because they want to do it right. 
  • 12:43-13:54: The value of having the proper mindset when starting a podcast and how you can attain said mindset.
  • 17:28-18:32: Why you should definitely start a podcast even if there are already shows on your chosen topic. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

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Ryan Skinner - Life insurance and Annuities in Exit Planning

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Ryan Skinner, Founder and Co-Owner of Summit Financial Partners, is in the business of dedicated retirement consulting. Ryan also is the author of best-seller “Taking Stock.” He took an early interest in the stock market and sought to help people find financial security. Ryan eventually decided retirement planning was his passion and he now helps ensure families can protect their wealth and live comfortably when retired. 

In his interview, Ryan shares a variety of reasons why business owners can benefit from using insurance policies. There are so many different types of insurance policies, and it is crucial to use a competent professional who can build a plan that best fits your needs. Careful planning can protect and create a legacy for your loved ones. Ryan truly puts people first in his work, tune into his expertise for an overview on how insurance can impact exit planning.

1-Minute Sections:
  • 7:53-9:01: Comments on the many reasons why business owners should use insurance policies.
  • 12:34-13:22: People who fail to plan are planning to fail - importance of estate planning. 
  • 15:18-16:33: Using life insurance to plan a legacy for your loved ones.
  • 16:50-17:45: Discussing his book “Taking Stock: Protect Your Wealth and Create Reliable Income for a Happy and Secure Retirement”

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Lee Goldberg - Preparing for Your Business Exit Strategy

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Lee Goldberg, Transactional Attorney and owner of the Law Offices of Lee R. Goldberg, is an expert at growing businesses’ value through exit planning strategies. He’s had over 33 year experience and seen millions of dollars left on the table due to lack of plan. Lee’s mission is to help his clients keep more of the money they earn and protect their wealth for generations to come. Lee knows firsthand that you should not wait to plan your exit strategy.

In his interview, Lee shares a valuable collection of information we don’t always hear when talking about exit planning. Specifically, he gives 8 tips for what you should do now to better prepare your exit planning strategy. Lee shares valuable insight on what buyers look for before committing to buying a business. He also shares powerful ways to increase your EBITDA. Proper exit planning is an effective way to drive up your business value, but it takes time and expertise, don’t miss out on Lee’s indispensable wisdom.

1-Minute Sections: 
  • 3:09-4:06: Why having an exit strategy is the best way to add value to your business.
  • 5:30-6:32: Now is the time for exit planning, waiting may mean it’s too late to restructure. 
  • 8:33-9:40: Method to increase EBITDA drastically and drive up business value. 
  • 17:11-18:11: Business structure review is essential to highest valuation. 

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Zach Schaefer - Identify, Select, and Retain Top Talent

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Dr. Zach Schaefer, Founder and CEO of Spark the Discussion, is a talent optimization and behavioral science expert. Dr. Z is also an award winning professional speaker and recently retired tenured professor. His mission is to help companies execute their goals with excellence. Dr. Z has important insight to share with business owners regarding team building and finding a suitable successor. 

In his interview, Dr. Z discusses behavioral science and its application in the workplace. Culture can make or break a company, so building the right team should not be taken lightly. Dr. Z explains some behavioral science assessment tools and how they can be used to optimize your teams. He also shares some musings from his fascinating book, “American Creativity.” Your carefully chosen team can help your business grow even after you’ve left the business, don’t miss Dr. Z’s tips for building the best team you can.

1-Minute Sections: 
  • 5:36-6:20: How behavioral science applies to the workplace.
  • 6:50-7:53: The shocking accuracy of behavioral science tools.
  • 9:15-10:19: Characteristics of a good successor. 
  • 11:21-12:34: Tips for smoother transitions within family businesses.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Dana Dattola - Insurance and Covid

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Our next guest Dana Dattola, Owner of Weaver & Associates, is a third-generation property and casualty insurance broker. She is a certified insurance consultant and a certified risk manager. Dana’s agency often serves as the risk management department of privately owned, growth-oriented businesses who see the value of risk management. She aims to simplify the insurance process, making sure their clients understand the risks and their insurance policies so they can confidently make business decisions.

In her interview, Dana sheds light on insurance in the time of Covid. She discusses business interruption coverage and what you should do if you have it. Dana shares what is happening with employer liability and workers’ comp due to Covid. She also has an offer you don’t want to miss. Among all the uncertainty, be sure to listen to Dana’s expertise to help you stay informed.

1-Minute Sections: 
  • 8:27-9:24: Many agencies are being bought by larger agencies, meaning some of the personal service is being lost and boutiques are doing well.
  • 10:00-11:10: Insurance and Covid - do you have business interruption coverage?
  • 12:55-13:56: What is happening with insurance right now due to Covid and what you should do now.
  • 14:37-15:49: Workers comp is going to pick up - insight on employer’s liability for employee’s health.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Heath Goldman - Don’t Build Your Financial House Without an Architect (I2017)

In this 20 minute interview, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses how he works with clients as an "Architect" to add thought and structure to complex plans. He also talks about popular tax minimization and other financial strategies that tax-weary business owners are exploring to minimize the many layers of taxes on wealth.

 

 Are you and your Business "Transition-Ready"? 

 Go to ExitOnline.org or Text EXITONLINE to 44222 for a free checklist and Assessment!

 

 

 

Brad Leggett - How Sales Organizations are Changing to Survive Covid

Screen_Shot_2020-06-19_at_102223_AM_bctie.pngBack with us again is CEO and Founder of Leggett Sales and Provisors member, Brad Leggett. Brad has been in sales since age 16, and through his career has worked in nearly every aspect of sales. He now specializes in building leading high performance sales teams by determining their team development issues, then developing and implementing solutions for them. Brad has some new ideas you can implement for increasing sales in the current crisis. 

Brad packs a lot of potent information into his interview, including strategies for increasing sales, things that aren’t so different, and tips to master the digital space. He discusses the importance of internalizing that you can be successful in this time, as perception can sometimes be more powerful than reality.

Brad shares powerful tips for making yourself stand out on digital platforms, as well as ways you can re-structure your day for maximum efficiency. He also talks about ways leaders should approach potential layoffs if they are absolutely necessary - and why they should avoid layoffs. This situation is something no one has seen before, but Brad’s insight may be your key to unlocking unexpected success in this unprecedented time.

1-Minute Sections: 
  • 5:00-6:02: Mindset, attitude, and perception regarding sales is essential to success.
  • 6:38-7:38: Importance of being human and vulnerable with customers.
  • 9:06-10:05: Perception can be as or more powerful than reality. 
  • 10:28-11:30: We need to consider people’s attention spans being shorter in a digital setting.
  • 14:01-15:15: Some aspects of sales that haven’t changed due to Covid. 
  • 18:48-19:54: Think long term when it comes to layoffs - think about how your actions now will affect your business 12 months from now.

We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

Are you and your Company Transition-Ready? Click Here for a free report & assessment!