Episodes

Sunday Jan 23, 2022
Steve Ciepiela - Will Your Buy-Sell Planning Work? (C0218)
Sunday Jan 23, 2022
Sunday Jan 23, 2022
Steve Ciepiela owns a well known Planning Company. 10 years ago he experienced every business owners nightmare - the sudden death of his friend and partner. Listen to his interview with Josh Patrick as he describes the experience, and how he was prepared, and what he learned from the experience.
You can contact Steve at Sciepiela@charlesstephen.com

Saturday Jan 22, 2022
Saturday Jan 22, 2022
Alex Freytag is in the business of helping business owners get what they want out of their business.

Friday Jan 21, 2022
Tom Schwab - What is Your Differentiation Strategy?
Friday Jan 21, 2022
Friday Jan 21, 2022
In this noisy digital world, you can’t break through the noise, you just add to it. Instead, you need to get in on the conversation where your ideal customers are already listening. As a Navy veteran who ran nuclear power plants, and an inbound marketing engineer, Tom Schwab has a refreshingly unique approach. He focuses on time-proven strategy, then supercharges it with today’s technology and podcast interview marketing. An author, speaker, and teacher, Tom helps you get more traffic, leads, and raving customer fans by being interviewed on targeted podcasts.
The author of Podcast Guest Profits: Grow Your Business with a Targeted Interview Strategy, Tom is also Founder/CEO of Interview Valet, the category king of Podcast Interview Marketing.
Here are some of the questions we discussed the answers to:
What is the biggest challenge for any business?
How can you find and get booked on the podcasts that matter to your business?
How can you be an ideal guest & predictably turn listeners into leads?
Tom and his team have created a special page with some resources for you here: https://www.interviewvalet.com/exitcoach

Wednesday Jan 19, 2022
Janna Hoiberg - How to Be in Business With People You Love (Without Hating Them)
Wednesday Jan 19, 2022
Wednesday Jan 19, 2022
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.

Tuesday Jan 18, 2022
Matthew Januszek - Escape Your Limits
Tuesday Jan 18, 2022
Tuesday Jan 18, 2022
An entrepreneur for 25 years. Builder of multiple successful businesses in the UK, Germany, Poland and the United States. Matthew now sits on the board as a director of 3 companies.
Co-founder of Escape Fitness, which he has taken from a start-up with minimal capital to a major International business chosen by premier fitness brands around the world, with growth across all markets including the North America.
Matthew knows what it’s like to start and build a business: with hands on experience in multiple start ups, overcoming the challenge of financing the business and raising capital, innovating and reinventing the offering to remain relevant and expanding into International markets.
He is a serial learner, always listening to what successful people have done and how they have done it. Now, with the Escape Your Limits podcast, he is bringing others the opportunity to learn from his experiences and those of other entrepreneurs.

Monday Jan 17, 2022
Monday Jan 17, 2022
Wayne knows websites - and how to measure their success.
Questions we discuss:
Why don't most websites help entrepreneurs reach their goals?
What is the number 1 mistake entrepreneurs make when having a new website built?
What can/should people do today to improve the results they get from their website?
Be sure to have a pen and pad ready to capture the "353 rule"!
Contact at www.uglymugmarketing.com

Sunday Jan 16, 2022
Sunday Jan 16, 2022
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.

Saturday Jan 15, 2022
Jim Immel - Clarity Helps You Ask The Right Questions L0517)
Saturday Jan 15, 2022
Saturday Jan 15, 2022
Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!
Jim Immel, Founder of Immel and Associates, Inc. explains how Clarity is critical before implementing plans and being clear about your questions is key.
Transcript:
Jim: One of the things to realize is, that when we're helping these individuals, they could be asking the wrong questions. And, I just think that a lot of times what I see is that things move too fast, that we actually ask the business owner what they want, and we actually believe the answer that they give us. And, one of the realities is, they may tell you the answer to that, but they may have started down the wrong path by asking the wrong question upfront, and now they're starting to run down a pathway that might cause either themselves, from a tax stand point, or the employee standpoint, or even from a customer standpoint, it might cause some strife. And so to just really go slow upfront, the tagline I have is clarity, confidence, courage, really invest time on the clarity standpoint upfront, making sure that you ask the questions to get them to look at things a little bit different than maybe where they are. Find people willing to be challenged, the people that are willing to be challenged are also more likely to go through change.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!

Friday Jan 14, 2022
Daniel Sachs - The Million Dollar Greeting
Friday Jan 14, 2022
Friday Jan 14, 2022
Daniel Sachs has an interesting background and a new book, The Million Dollar Greeting - that you will enjoy hearing about.

Thursday Jan 13, 2022
Eric Brotman - Things to do BEFORE an Exit Event to Make Sure You’re Ready
Thursday Jan 13, 2022
Thursday Jan 13, 2022
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.

Wednesday Jan 12, 2022
Bill Anton - Leader Challenges in a Knowledge Based Economy
Wednesday Jan 12, 2022
Wednesday Jan 12, 2022
Guest: Bill Anton
Company: CEO Effectiveness
Website: www.ceoeffectiveness.com
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

Tuesday Jan 11, 2022
Chris Mercer - What Are Factors of Valuing a Business at Any Given Time?
Tuesday Jan 11, 2022
Tuesday Jan 11, 2022
Guest: Chris Mercer
Company: Mercer
Website: Mercer Capital
At Exit Coach Radio, we help small business owners solve big problems!
This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

Monday Jan 10, 2022
Craig West - The Impact of Exit Panning
Monday Jan 10, 2022
Monday Jan 10, 2022

Sunday Jan 09, 2022
Scott Miller - Goal Identification (K0217)
Sunday Jan 09, 2022
Sunday Jan 09, 2022

Saturday Jan 08, 2022
Patrick Renvoise - Are you Persuasive?
Saturday Jan 08, 2022
Saturday Jan 08, 2022
Patrick Renvoise, Co-Founder of SalesBrain and co-author of "The Persuasion Code", shares more interesting research and insights as to how we are persuaded to make decisions and why you need to know about it.

Friday Jan 07, 2022
Joe Nicassio - Marketing is a Process - What is Yours? (B0918)
Friday Jan 07, 2022
Friday Jan 07, 2022

Thursday Jan 06, 2022
Mike Leannah - Grow Your Business Value NOW to Maximize your Future
Thursday Jan 06, 2022
Thursday Jan 06, 2022
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"

Wednesday Jan 05, 2022
Barry Davis - Run Smoother, Grow Faster, Make More Money
Wednesday Jan 05, 2022
Wednesday Jan 05, 2022
Barry Davis is a Senior Certified Business Performance Advisor for Insperity, the premier Professional Employer Organization. He helps his clients confront many of their most difficult challenges. In this 20 minute interview with The Exit Coach Bill Black, Barry discusses several interesting concepts to help business owners of all sizes reduce benefit costs while increasing the attractiveness of the company to attract top talent. Contact Barry at (818) 546-3131.

Tuesday Jan 04, 2022
Patti Cotton - Ways We Play it Small in Work and Life (1m) (H0517)
Tuesday Jan 04, 2022
Tuesday Jan 04, 2022
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Monday Jan 03, 2022
Chuck Blakeman - Why Employees are ALWAYS a Bad Idea (F1917)
Monday Jan 03, 2022
Monday Jan 03, 2022
Chuck Blakeman discusses re-evaluating our business structure to maximize efficiency and decision making.

Sunday Jan 02, 2022
Sunday Jan 02, 2022
In this 20 minute interview, Don Burzen, Positive Exits Business Consultant, discusses how he helps business owners replace assumptions with facts so they can do effective planning. He also offers many valuable tips and strategies for businesses owners.

Saturday Jan 01, 2022
Saturday Jan 01, 2022
Bruce Mack of Platinum Trust Group shares important strategies for business owners.

Friday Dec 31, 2021
Ask Dr. Jerry - Will you be playing tennis at 100? (E1217)
Friday Dec 31, 2021
Friday Dec 31, 2021
Ask Dr. Jerry!
Dr. Jerry Kornfeld always brings us new and up to date info about health and living an active life.
Today we discuss new developments that help reverse arterial plaque without drugs!
Contact him at kjbkorn@aol.com

Thursday Dec 30, 2021
Peter Sahin - Beyond the Living Trust
Thursday Dec 30, 2021
Thursday Dec 30, 2021
Peter Sahin of Velasco Law Group shares some great tips and precautions. You think your estate planning is complete? Listen to this!

Saturday Nov 20, 2021
Saturday Nov 20, 2021

Skip Weisman is in the business of improving workplace communication so that small business owners can create a more positive, productive and profitable company.
Questions Asked:
1) You typically work with small businesses with between 6-60 employees, why do you focus on that size/type of business?
2) How, specifically, does communication kill company profits in small businesses?
3) What are the biggest communication mistakes small business leaders make in leading their employees?
Contact Info
Website: www.YourChampionshipCompany.com
Email: Skip@WorkplaceCommunicationExpert.com

Friday Nov 19, 2021
Scott Bornstein - Memory Power: Your Secret Weapon
Friday Nov 19, 2021
Friday Nov 19, 2021
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.

Monday Nov 08, 2021
Monday Nov 08, 2021

Sunday Nov 07, 2021
Dan Miller - Living a Longer and Healthier Life (G0817)
Sunday Nov 07, 2021
Sunday Nov 07, 2021
Dan Miller is a nutrition and wellness coach and today he will talk about making a plan to live a longer and healthier life.

Friday Nov 05, 2021
Linda Duffy - Increase Your Human Capital ROI (C2218)
Friday Nov 05, 2021
Friday Nov 05, 2021
When you invest in machinery, you want to get the most from your investment. When you devise a marketing plan you carefully measure your return on investment. Yet most employers don't look at one of their most significant investments - human capital - with the same eye on the return on their investment. In her 20 minute interview, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the important factors that lead to maximizing your Human Capital ROI.

Thursday Nov 04, 2021
Keith Brown - Family Leadership & Business Ownership
Thursday Nov 04, 2021
Thursday Nov 04, 2021
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!

Wednesday Nov 03, 2021
Lisa Walker - Planning Your Exit Pays Many Dividends (E222018)
Wednesday Nov 03, 2021
Wednesday Nov 03, 2021
Lisa Walker of The Performance Strategies Coaching and Consulting Team brings focus to small to medium size businesses in the Orange County area. They take a holistic view of a business looking at every functional area from HR to operations, leadership development, scalability, systems, financials to sales, marketing and customer service and find opportunities to improve performance. They then help business owners map out their Exit Strategy with an expert team of professionals.

Tuesday Nov 02, 2021
Jeremy Lurey - Developing Your Next Generation Leaders (L1317)
Tuesday Nov 02, 2021
Tuesday Nov 02, 2021
There are big differences between the thought processes of generations today and they require substantial thought to developing leadership strategies. Jeremy Lurey of Plus Delta Consulting, LLC addresses the issues and solutions. Listen to his full interview tomorrow morning!
Transcript:
Bill: What are some of the upcoming challenges in leadership training? Here's Jeremy Lurey.
Jeremy: The unique challenge in our multi-generational environment is that many of the next-gen leaders, whether their generation X or even gen-Y/Millennials that are coming up, while they're eagerly waiting those chances, they don't currently have the fundamental leadership skills they need to succeed at that higher level. And while this may seem like a foreign concept for a lot of baby boomers, who had a different lifestyle, different life path in their professional careers, many of those next-gen leaders have very different life goals and ambitions. And so, they might not even accept that presumed promotion, depending on what strings are attached to it, or under what conditions it's being offered. So leadership development, and especially succession planning, is a whole new ballgame in this multi-generational work environment.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!

Monday Nov 01, 2021
Vince Mastrovito - Why Do Owners Stay Too Long?
Monday Nov 01, 2021
Monday Nov 01, 2021
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.
- 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.

Sunday Oct 31, 2021
Jeffrey Appleman - What You Should do Prior to Your Decision to Exit (G2217)
Sunday Oct 31, 2021
Sunday Oct 31, 2021
Jeffrey Appleman of B2B CFO discusses how to get ready to exit your business.
Contact Info:
Email Address: jeffreyappleman@b2bcfo.com
Website: www.b2bcfo.com

Saturday Oct 30, 2021
David Taylor Klaus - Put Your Life Before Your Business (K1117)
Saturday Oct 30, 2021
Saturday Oct 30, 2021
David Taylor-Klaus, of DTK Coaching, helps entrepreneurs and executives live more fulfilling lives. David started in hospitality, switched to technology, and, despite his accomplishments, eventually realized he wasn’t living the life he truly wanted. In 2008 he started DTK Coaching and hasn’t looked back. As a coach, he aims to hold his clients accountable for both their goals and who they are at their core.
In his interview, David analyzes the phrase “work-life balance,” and how backward this statement really is. He emphasizes focusing less on revenue-based goals, and instead of taking action on goals oriented towards personal fulfillment - we are not on this planet just to make money. David has much more life-changing information than can fit within a 20-minute interview, and graciously offers a free link to his book “This Is Your Wake-Up Call!” You do not want to miss out on the information David has to share.

Friday Oct 29, 2021
Barry Moniak - Don‘t Resist Interdependence
Friday Oct 29, 2021
Friday Oct 29, 2021
Barry Moniak is an Organizational Therapist at End In Mind. Today, his topic is Synergistic Culture and he will discuss the importance of interdependence.
What does Barry Moniak believe?
He believes that all human beings have the innate desire to become better versions of themselves. Every innovative leader knows this.
He believes that the workplace is the ideal place for this transformation to take place; not the mountain top, seaside, church or synagogue; not even the latest greatest get motivated seminar. The job site is the place to achieve enlightenment!
We do not typically think of the workplace as the best environment in which to become better quality human beings. But it is. The world of business, the place we spend so much time together, provides the perfect playing field – the tough, no-nonsense, yet highly creative space in which we discover who we really are; learn to work and play well with others; and evolve daily to become our best selves. This is what Innovative Leadership is all about.

Thursday Oct 28, 2021
Vince Mastrovito - Family Business Culture
Thursday Oct 28, 2021
Thursday Oct 28, 2021
Vince Mastrovito of Prometis Partners shares great tips about how you can create and maintain a successful family business culture.

Wednesday Oct 27, 2021
Dean Del Sesto - How to Define a Brand (F2918)
Wednesday Oct 27, 2021
Wednesday Oct 27, 2021
Dean Del Sesto is the president of Breviti, a brand consulting and development agency that focuses on brand strategy and development for primarily small to mid-size business-to-business companies.

Tuesday Oct 26, 2021
Tuesday Oct 26, 2021

Friday Oct 08, 2021
John Bly - Cracking the Code (F2617)
Friday Oct 08, 2021
Friday Oct 08, 2021
John Bly is an author and co-managing member of LBA Haynes Strand, PLLC. Today, he will discuss small business and the current M&A environment.

Thursday Oct 07, 2021
Philip Arthurs: Building an Army of Qualified Business Buyers
Thursday Oct 07, 2021
Thursday Oct 07, 2021
Philip Arthurs is an investor, entrepreneur, CPA, and evangelist for acquisition entrepreneurship. He is spreading the word about why buying an existing business is the best way to become an entrepreneur and how it’s more affordable than many think. As the host of The Business Miner Podcast, Philip delivers gold nuggets to aspiring entrepreneurs, and he is excited to share with us today helpful tips for finding, analyzing, and closing on business deals. He's helping people become the entrepreneur everyone admires and respects!
Here's an overview of our discussion:
1. Tell us about how you're helping business sellers through your podcast and coaching program
2. Are you yourself looking to purchase businesses?
3. What advice would you provide to business owners looking to exit their business in the next 3-10 years?

Wednesday Oct 06, 2021
Patrick Carroll - Planning to Protect Your Lifestyle Post-Sale
Wednesday Oct 06, 2021
Wednesday Oct 06, 2021
Patrick Carroll of Obsidian Planning Solutions is a true professional in the field of business exit planning and a member of the BEI group of Exit Planners. A business owners personal finances are critical to the success of a exit or transition plan.
Questions we discussed:
1. Business owners have numerous advisors, why do they need one more?
2. You developed a step-by-step process for business owners called the Lifestyle Protector Program. Why?
3. What is the number one tip you could give to business owners to position themselves for success?
Promotional Offer
One of the biggest question in the mind of owners is how much is my business worth? And how does that compare to competitors?
At Obsidian Planning Solutions, we offer a Complimentary Business Competitive Analysis. You'll receive a thorough analysis of your P&L and balance sheet to see how you stack up against your competition. To get started schedule your discovery conversation by visiting obsidianplanning.com and click on the Schedule a Call Button.

Saturday Oct 02, 2021
ALL STAR SATURDAY
Saturday Oct 02, 2021
Saturday Oct 02, 2021
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!

Friday Oct 01, 2021
Chris Bond - Surviving the Founder is A Key to Business Transfer
Friday Oct 01, 2021
Friday Oct 01, 2021
Chris Bond of Murphy Business Financial Corp. discusses a recent business sale and the common needs of businesses to "survive" the founder to transfer successfully.
Transcript:
Chris: Surviving the exit of the founder or the operators, that's the biggest key, and every client project I work on is heavily weighted toward good will, so the value is often in the name, the brand, the phone number, the web address, and a lot of what the founder or operator has built. So, it's difficult to transfer that. I've got a deal right now, a signed purchase and sale agreement, all ducks in a row, all pieces negotiated, lawyers have done their parts, the one snag is: final piece of financing for the buyer, and getting a bank to be comfortable with how heavily weighted this small publishing company is on the founder's knowledge as opposed to the books, and that's a challenge. We've got multiple banks looking at it, trying to get one of them comfortable with the buyer, who is so savvy and so talented that he's going to be able to grow the business beyond what the founder's built, never mind maintain what he's built.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!

Thursday Sep 30, 2021
Paul Ousterhout - KPIs, Profits, and Exit Strategies
Thursday Sep 30, 2021
Thursday Sep 30, 2021
Host: Bill Black.
Listen to Daily interviews and tell your Business Owner friends!

Wednesday Sep 29, 2021
Kathy Mondotte - The Right Way to Follow Your Passions
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
Kathy Mondotte talks about her current projects, and the reward of following your passions with fervor and dedication.

Tuesday Sep 28, 2021
Martin Staubus - ESOP Administration Costs Vary Widely
Tuesday Sep 28, 2021
Tuesday Sep 28, 2021

In this 1 minute highlight, Martin Staubus, Consultant - Beyster Institute at the Rady School Management explains that ESP Admin costs can vary widely so it makes sense to shop and compare when considering an ESOP.

Sunday Sep 26, 2021
Bailey Smith - Top 10 Common Estate Planning Mistakes (D2318)
Sunday Sep 26, 2021
Sunday Sep 26, 2021
Bailey Smith of TLD Law joins us once again to share his wisdom and experience and help you avoid the top 10 Estate Planning mistakes he has seen people make.

Friday Sep 24, 2021
Friday Sep 24, 2021

Thursday Sep 23, 2021
Jim Muehlhausen - Half Retire
Thursday Sep 23, 2021
Thursday Sep 23, 2021
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.
- 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.