Exit Coach Radio

Roger Winsby - Selling the Story of Your Business

Guest: Roger Winsby
Company: Axiom Valuation
Website: www.axiomvaluation.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

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Mike Weisman - Choosing Higher Ground (E2017)

The Values Institute is a non-profit "think tank" whose mission is to inspire values-driven relationship development from the boardroom to the break room, to the classroom and the family room. Today, he is going to talk about his new book, Choosing Higher Ground. 

Questions Discussed: 

1) Why did you write Choosing Higher Ground?
2) What will readers get out of the book?
3) What's the key message?

Contact Info: 

Email: mikew@thevaluesinstitute.org
Website: www.thevaluesinsitute.org 

Bonus Material: 

Choosing Higher Ground Book available on Amazon

What can you do RIGHT NOW to work on making your Business more Sustainable, Transferable and Valuable in the future? Visit our Online Planning Links at www.ExitCoachRadio.com/links

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Hema Dey - Marketing is Like a War Game

Guest: Hema Day
Company: Iffel International 
Website: www.iffelinternational.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

 

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Michael Wittick - Planning for Disability

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

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

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

Harry Barth - How & When to Protect Your Assets

Guest: Harry Barth
Company: Barth Calderon, LLP
Website: www.barthattorneys.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

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

Tim Templeton - How To Measure Success in Your Social Media Campaign

Tim Templeton of Templeton Interactive discusses some of the ways to measure success in a Social Media campaign.

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .

Transcript: 

Bill: What's the benefit of having a social media campaign today, and how do you measure if it's successful? We asked expert Tim Templeton. 

Tim: Just simply having the presence is successful in its own way, because you're getting that halo effect of being seen as being technologically savvy. So, just simply being part of the social media game is important in itself. The authenticity really comes from the communications of being able to create a dialogue with your customers, with your users. I do think that you want to try to, at least once a week, touch all of your main social media platforms, even if it's simply repurposing something that they've already seen, just saying, "I think this is great," and posting it. It's just shows people that you're still there, you're alive, you haven't abandoned the graveyard, so to speak, nobody does not have enough time for something as simple as that. 

Carolyn Rosenblatt - The Boomers Guide to Aging Parents

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Transcript: 

Bill: Tell us about your book, you have a book out, it's called, "The Boomers Guide to Aging Parents" correct? 

Carolyn: Right. And, you know, after I retired from my litigation practice, I didn't have very much to do. You can't just start a business just by snapping your fingers, as you know. So, I decided that I would write a book to answer some of the questions that people were asking me. And, it was sort of a random effort at first, but it took shape, there are 9 chapters. It deals with things like: What do you do if your parent is a dangerous driver? How do you get them to accept help? What if they need help at home, what are the pitfalls for hiring a person to come in and assist your loved one? What do you do if you're trying to figure out whether they should have assisted living or a nursing home, how do you know the difference, how do you pick one? All that sort of thing. And, I think one of the important chapters, too, is how to deal with family conflict, because that's a common area that we work with. There are a lot of dysfunctional families out there, and it's hard to get people to work in unison when there is dysfunction in the relationship. 

We add new content daily, so come back often! 

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Nick Yocca - Compare State Protection Statutes When Considering Asset Protection

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

In this 1 minute highlight, Nick Yocca, owner - The Yocca Law firm, discusses briefly how different states offer different levels protection for those considering Asset Protection.

Transcript: 

Nick: We can find your best asset protection in odd places. Forming an Alaska LLC isn't a bad thing, either. Nevada is certainly a good LLC state. California is not terrible, but the environment here makes it a little bit dicey. Our judiciary, and the judiciary in Nevada, if you were to compare them side-by-side, you have much more of a plaintiff, or tilt in California and less in a Nevada. Where asset protection is the key, we sometimes would steer toward Florida, where your home stay exemption is $1,000,000, and so your asset protection can be that much stronger. But, I did mention Alaska, they have terrific asset protection. So, it kind of depends on what your preferences are, and it can be found within the structure. But, if you were highly concentrated in California, you might think about diversifying just to get some of your assets elsewhere. 

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Sue Koch - Self-awareness is Sexy! (E1117)

Sue Koch is the owner of Three Squares Coaching and Consulting.

She beleives that Self Awareness is Sexy

In this interview we discuss the following:

How would you describe self awareness and why is it important or "sexy" to be self aware?

Don't people who have reached "a certain age" already have self awareness?

What can a person do to become more self aware?

You can reach Sue at sue@threesquarescoaching.com

 

Mark Dorman - Tips to Prepare You for Exit Planning

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

In this 1 minute highlight, Mark Dorman, President & Founder of Dorman Legacy Advisors, shares his tips for you to consider as you begin to plan for your Exit.

Transcript: 

Mark: Be prepared to spend some time. You build a business and maybe it's 15-30 years. I was with a gentleman this morning over breakfast, he goes, "Well, how long is this gonna take?" I said, "Well, you built a company that does 20 million in revenue, you think we can find 30 hours over the next 52 weeks to actually focus on how you are going to transfer it to your kids?" And, you know, when you play it back to them in that fashion, he's like, "Yeah, I think that would make some sense." So, you have to be able to commit the time. 

The other tips would be, make sure you're working with people who know what they're doing. They have a process. They don't have to have the answers to all the technical questions, we work collaboratively with all sorts of professionals, transaction attorneys, corporate attorneys, CPAs, etc. So, no one has the monopoly on good ideas, but we have to have a great process that can focus on the needs of the owner. And then, secondly, in every closely held company, there's such a reliance on a small group of key employees. If you're not intending to have that company transfer to that key employee group, you really need to focus on building incentive plans and retention strategies to keep them with the company.

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

 

Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!  

Chris Colton - Before Your Exit Consider This (E1017)

Chris Colton is with HUB International, a Commercial Insurance Brokerage.

He specializes in Executive Liability or Management Liability insurance. The most common policy in his niche  is Directors & Officers Liability.

It's a subset of the commercial property & casualty industry but these insurance products are specifically designed to protect

the personal assets of business owners & entrepreneurs in the event they are involved in costly corporate litigation.

 

We discuss the following in this interview:

1. Specifically when it comes to exit planning what role can these policies play?

2. When is the right time to engage a broker about these policies?

3. How do I know if I'm getting adequate counsel in this area?

You can reach Chris at

858-373-6901 or by email at chris.colton@hubinternational.com

 

Rhonda Ducote - What Financial Planning information do Women Need to Know? (E0917)

Rhonda Ducote is the President and Principal of Apriem Advisors. She specializes in empowering women to take the financial reigns of their families and businesses.

In this interview we discuss:

1. What are some of the key financial planning steps business owners should take when planning their exit?

2. How far in advance do you recommend that they start this planning process? And with whom should they consult?

3. Who are the Women of Wisdom?

 

To reach Rhonda, visit www.Apriem.com

 

John Murphy - Would You Buy Your Business For Top Dollar?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

John "Murph" Murphy and David Horwich of JK Murphy Advisors discuss some of the most  important planning techniques that business owners should consider.

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

Mahyar Ghassemian - Minimize the Impact of Lawsuits (E0817)

Mahyar Ghassemian and Ghassemian Law Group focus on Business and Construction Law. Today Mahyar will talk about some new developments in Construction law.

Questions Answered: 

1) What is the number one reason contractors get sued?

2) What is the best way to minimize the impact of any lawsuits?

3) Any other important advice for people in the construction industry?

 

To hear more tips from 100+ Advisors, visit exitcoachradio.com

 

Christopher Scully - Where to Promote Your Business

Guest: Christopher Scully
Company: Practical Business Solutions
Website: www.rupractical.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

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

Kevin Walker - Your Brand Is More Valuable Than You Think

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Kevin Walker, President of Boardwalk discusses the importance of establishing your Brand in the years before your Exit and the huge value that is wrapped up in your brand.

We add new content daily, so check back often!

Transcript

Kevin: Well, I go back to grand promise: a brand is not your logo, it’s not your name, it’s the promise you make and keep to your customers base. And so, you need to be thinking about, how I can I make that promise unique to my organization? The second thing I would be thinking about: a brand needs care & feeding, we need to be thinking about it, if not every day, then at least every week, or every month. Whenever you make a big decision, you should be asking yourself, how is this going this to effect our brand, how does this effect the promise that we’ve made to our customers? Is it going to take us off course, or is it going to focus us? And if it is going to take you off course, then you need to think long and hard about it. And then, I do want to say, that it is really worthwhile to brand your company. One study has shown that up to 68% of the value of the average US company is for the brand alone. You can see how much that’s gonna add to the value of your company, I mean that’s almost 70%.

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

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Chris Sprague - How Are You Wired?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Chris Sprague of the Chris M. Sprague Team, discusses how finding your "zero point" is the key to reducing frustration, increasing performance and happiness.

Transcription: 

Bill: What would your life be like if you could just do what you want to do all the time? Here's expert Chris Sprague. 

Chris: The beautiful part about today is, when you hit 50, you still have half your life ahead of you. If your listeners take nothing else from me than this, I want them to hear this. If you do what you were meant to do, if you find your zero point and live to that for even one day, even one hour of one day of your life, even if it's the last hour of your life, then your life has been a success because there so any people, there are millions of people out there, who don't even live one hour of their life knowing their true purpose, knowing their true zero point, knowing their true DNA and making that true impact. So if you can find that, even if it's the last hour of your life or the last day or the last week, always strive to find it because that will make your life successful, and I guarantee it will make you happy. 

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

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Annette Fadness - The Importance of Clean and Current Books

Host: Bill Black. Annette is a seasoned bookkeeper and QuickBooks consultant who helps small business owners get the most out of the QuickBooks software. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Transcription: 

Bill: When should someone consider outsourcing books to someone like yourself? 

 

Annette: I always think it's a good idea. The only time you shouldn't is if you're just getting started, and literally you can't afford it. We know how lean it is the first few months or first few years in a business. And at some point you have to just sort of just choose, look, in a perfect world, I would have this, but I won't. So, that would be one instance where you wouldn't. Alternatively, if your business is really simple, and you, or your spouse, or your assistant, or your fill in the blank, some trusted person, has a strong accounting background and knows Quickbooks fair well, and they're going to do it for you, awesome. Or, if you, yourself, have that accounting background, and you have the time to do it. But, I just think that in most cases it's not the best use of the business owner's time, and often they're not going to do as good of a job.  

Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to 
Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

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KJ Trapp - Train Your Smartphone & Grow Your Business

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com. See the Index for more on this Topic or by this Guest.

 

Transcript:

KJ: Probably the most asked question, which is probably 95% of the time, is: how do I engage into a prospect the minute we turn around and walk away from each other? Because most people say, "I’m not good at follow-up,” and that’s professionals across the board. And we do start with the memo pad, having a short memo that you can send to them in a text, saying, it was a pleasure meeting you, and please look forward to a one-time email. And you say the word one-time because it relaxes their mind and it makes them think you’re not a spammer. And then you follow up with an email saying, as promised, here’s an email. And if you can do that immediately when walking away, you’ll get a lot more respect, people will want to do business with you more often.  

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Richard Del Monte - A Place of Possibility

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

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

Transcript 

Richard: The first thing you have to do, I think, that's important, is to make sure that the family documents and understands their shared history. Where the family came from, how they got there. You know, a lot of times that doesn't get documented, doesn't get shared with the kids. They say when somebody dies it's like a library burns down, all that wisdom, all that potential mentorship is lost for all future generations of the family. And so, we make sure and gather that, we capture it, we interview the parents, we do video interviews, audio interviews. We create what we call a family vision statement that tells the next generation, "Okay, this is how we got here, this is what we believe is important, these are the values and the experiences that made us successful, this is what we want you guys to know going forward. Now, it's your turn to figure out what you're gonna do with your life. Here's the baton."

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

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The Spouse Escape Plan

The Spouse Escape plan

Meet George. He’s a business owner with a lot on his plate. Meet Pam. She’s George’s wife and while she worked in the business a long time ago, the business has grown up and she is no longer involved.

Meet Sam – he’s George’s second in command and a great manager. George is busy making plans to grow his business while Sam runs the day to day operations.

But today George is worried and he needed a solution.

See, If George dies, he wants to make sure that Pam won’t have to worry about running and selling the business.

So George met with his planner and came up with a Spouse Escape Plan.

George had a Valuation done that indicated his business is worth $3million. So George and his key employee Sam entered into an agreement that if George dies, Sam will buy the business from Pam for $3 million dollars. If George dies, the business will be re-appraised and if it’s worth more, Sam will pay the difference to Pam in installments over a 5 years period.

To make sure the money will be there, Sam will take out a $3 million life insurance policy on George. Even though George has some other personal life insurance, this policy will make sure that a business transaction will take place and give Pam an Escape plan.

George’s Company will pay the premiums and give Sam a tax-deductible bonus that will cover the policy premiums and the tax cost.

George feels better. Now he can go back to working on his business and know that Pam won’t have to worry about the business if he dies.

Very Smart!

Anthony Saccaro - Investment Options & Income Strategies (D2817)

AnthonyA. Saccaro, ChFC, founder and president of Providence Financial & InsuranceServices, is a financial planner and registered investment advisor- but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future. Saccaro is a frequent speaker on estate and financial planning topics and is an advisory board member for Senior Market Advisor, a leading industry publication. In October 2012, he appeared on the cover of Life Insurance Selling, one of the premier national magazines for financial planners and insurance professionals

 

In January 2014, Saccaro was invited to be a guest on KCAL9 News and speak on the topic of financial resolutions. He was named one of Southern California’sFinancial Leaders by Forbes magazine and is part of the Ed Slott Elite IRAAdvisor Group. His articles have been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News, Pasadena StarNews, FOXBusiness and West Valley News.

 

Born and raised in Los Angeles, Saccaro’s favorite pastimes include spending time with his wife Anca and son Aiden, playing golf and traveling.

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

 

Christopher Snider - Exit Planning is a Blue Ocean Planning Activity

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

Transcript: 

Christopher: A blue ocean is really a market that is untapped. What they're encouraging you to do in a blue ocean, is go where others have not gone yet, and it's an untapped, really undefined market. And I feel like that's how the exit planning industry is right now. You've got a lot of owners that still have not made the move, and yet we know that two-thirds of privately held businesses are owned by baby boomers. We know the youngest is 50 and the oldest is 68, now, and so at some point, mother nature is going to force us to transition. Unfortunately, there is still different ways to do things, there's still very fragmented kinks, and teams and advisors don't work together and collaborate like they should. 

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

Bill Spetrino - The Great American Dividend Machine

Bill Spetrino is a professional investor who has made millions for his clients and himself through strategic investing. A trained accountant, he graduated from John Carroll University in Ohio and spent a decade teaching. A lifelong entrepreneur as well, Spetrino set out to understand and codify a simple dividend investing strategy for amassing a retirement nest egg, an idea that eventually led to the creation of The Dividend Machine newsletter for Newsmax in 2009. Using his strategy, Spetrino picks the kinds of dividend stocks Warren Buffett or the late Sir John Templeton would recommend — long-term cash generators that also can offer handsome appreciation potential.

Questions Answered: 

1) How can I have $100,000 in dividend income in 24 years while making less than 5 figure income? 

2) How can I prepare for retirement? 

3) Why are stocks are the best investment?

 

Contact Info: 

Website: http://www.billspetrino.com

 

Bonus Material: 

 

Book on Amazon: "The Great American Dividend Machine" 

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

 

Heath Frantzen - Sale Fail

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

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

Rick Usher - What Is Your Business Really Worth?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

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Transcript:

Bill: Okay, so it’s your first chance at selling your business, here’s some great wisdom from somebody who’s done it many times, Rick Usher.

Rick: I think the realism we talked about, first of all: what is my business really worth? People have these proprietary feelings about their business, and they think often times it’s worth a lot more than it is, that’s the first thing. The second thing is that they’ve gotta be realistic as to how they’re gonna make this transition. I think it’s very unlikely for most business sellers to find a buyer who’s gonna walk up and write them a check, so they need to figure out and plan how they are gonna exit this thing, whether it’s seller carry-back financing, whether it’s, as we just discussed, they’re gonna find somebody internally who can take over and generate the revenue to pay the seller, or whether it’s some other alternative. That’s the biggest challenge, I think. 

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Alan Beaulieu - Avoiding the next Great Depression

Alan Beaulieu is in the business of international economic forecasting and consulting. Today he will discuss the economic depression coming to the US, and what we can do to prosper by knowing this information. 

Questions Answered: 

1) Why is the Great Depression coming to the US?

2) Is it just the US?

3) When? Also, can anything stop it?

Contact Info: 

 

Website: www.itreconomics.com 

Email: alan@itreconomics.com 

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

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Tim Templeton - Twitter: Why You Should Give a Tweet

Tim Templeton of Templeton Interactive discusses some of the ways that Twitter is evolving and why it is a relevant and important tool for business.

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest .
Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners. 

Transcript: 

Bill: What's the best way to use Twitter and other social media? We ask expert Tim Templeton. 

Tim: I just had a friend ask me today, I don't really get Twitter, what is the value? And I said, you know, it's 2 things, it's self-promotion, or business promotion in his case, and it's research. So, if you want people to know who you are and what you're doing, you create content, you create blog content. You want people to see it, one of the best ways to get it out in front of people is to send out an announcement using Twitter. Likewise, if you're trying to find people in your ecosystem, your business, the analysts, the re-sellers, potential partners, you can find them by their activity on Twitter, you can interact with them, you can follow them, you can re-Tweet things that they're sending, and you can create a relationship that way, which is a lot easier than it used to be in the old days. 

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Alan Godwin - Dealing with Manipulators

Dr. Alan Godwin is a Psychologist for People Problems, a private practice in Nashville, Tennessee. He will be discussing the topic of dealing with manipulators. If you have a difficult problem you would like advice on, visit their website at www.peopleproblems.org

Alan explains the term "unreasonable people", how manipulators relate through drama, and how people can avoid the drama that manipulators stage. His book, "How to Solve Your People Problems", is available on Amazon. 

We upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!

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David Karofsky - Tips for Managing Challenges in Family Business

Host: Bill Black. Audio library: www.ExitCoachRadio.com. Bill Black interviews David Karofsky, who discusses the difficulties of family business issues, how to resolve conflicts, and the importance of understanding. New content daily - check back often!

Transcript: 

David: Whether you're a family or you're a family business, the difficulty that families often have is getting into a room and really talking about the issues, the challenges, the differences, the conflict that has happened either over the years that has built up, or a current situation that may be happening. And what happens is, the presenting issue isn't communication, the presenting issue is often, "I don't know how to pass this business down my son or my daughter who are in the business, and the two of them are never in alignment, and I don't know what I'm going to do." But, often, underlying in the inability to allow they to get into a room, allow them to be heard, as Steven Covy says, "seek first to understand, then be understood." And if families can abide by that, and be able to develop better ways to communicate, it's going to help alleviate a lot of the challenges that are presented in a family business." 

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

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Jay Forte - How to Discover, Develop, and Live Your Greatness

Jay Forte is the President and Founder of The Greatness Zone. The Greatness Zone is a coaching and teaching organization that is committed to helping people discover and live their greatness, then inspire greatness in others. 

Questions Asked: 

 

1) How did you develop this greatness approach? 

2) What is the Greatness Zone process? 

3) How does this type of approach lead to more sustainable results with clients? 

4) Why is this approach so necessary in today's world? 

 

Contact Info: 

 

Website: www.thegreatnesszone.com 

Email: jay@thegreatnesszone.com 

 

Bonus Material: 

The Greatness Zone and Fire Up Your Employees are available on Amazon

 

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Patti Cotton - How to Play a Bigger Game

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

What's holding you back? Patti Cotton discusses fears that cause us to "play it small."

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

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

 

Ken Sanginario - Building Value to Support Growth

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

Ken Sanginario discusses how to build value to support growth, and the importance of not taking shortcuts. 

New content daily - Check back often!

Transcript:

 

Ken: Most business owners believe that the only way they can build value in their companies is to aggressively grow sales or cut costs. And, as it turns out, both of those approaches are the wrong initial approaches to building values. Growing your company without building the infrastructure around the company to support the growth can actually destroy value, and cutting costs destroys long term value. But that's all they know, so when they get introduced to us and our platform, they realize all the other elements they have to put in place, develop, and get fully functional in order to be able to support growth. 

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

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Sasha Laghonh - Are You Sure You Are on The Right Path?

Sasha is the Creator of Sasha Talks, where she engages listeners and clients in Life Strategies, Wellness and Professional Coaching. To complement such coaching for individuals, intuitive insights are also available.

We upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!

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

 

 

Harley Bjelland - Can you Motivate Your Employees with a 401k Match?

A creative idea from Harley Bjelland, a creative man. Find his full interview with the search bar.

We upload new content daily so please check back often!

Transcript: 

Bill: How can you motivate your employees to grow your company using your 401k plan? Listen to Harley Bjelland. 

Harley: Everyone's got a match in their 401k plan, well not everyone, but a lot of people have matches in their 401k plan, and they just do 50 cents on the dollar. What I've done, is I have a lot of clients that have a formula driven match. So, if we do, and I hate to use terms like ivada, but if we do ivada, which is basically a different method of profitability for the company, you're gonna get a bigger match. So, if we do 2 times ivada, you're gonna get 2 times the match, if we do 1 times ivada, you're gonna get 1 times the match, if you do half of it, we get half. And this is something that's really changed, I mean, honestly, I work with ESOPs a lot, ESOPS are Employee Stock Ownership Plans, and what it is is the employees all get to own the business. And when you communicate these things appropriately, I mean, literally, people stop stealing pens. It's a great situation. 

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Nellie Akalp - It's All About Structure

Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate, when to incorporate and in what state to incorporate.

 

Questions Answered: 

 

1) What are the basics of business structures?

2) What should our audience know about them?

3) When should I incorporate my business?

 

Contact Info: 

 

Website: www.corpnet.com

Email: allison@matryshkamedia.com

 

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Adam Lomax - Who wants Financing?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com

Adam Lomax of Oxygen Funding provides a quick tip.

We upload new content daily so please check back often!

Transcript:

Bill: What’s the difference between a business owner wanting financing and business owner needing financing, and how will it effect where they want to go get that capital? Here’s lending expert Adam Lomax.

Adam: Wanting financing often times comes around from having a marketing plan, having an idea of where you’re going, having customers that are in the wings or perhaps even starting working with customers in the early days, knowing they’re gonna grow, knowing you’re gonna need more money to support that growth. That’s a good situation. It’s a challenge, it’s a business challenge, but it’s a good challenge. Versus, I haven’t paid my taxes and I need to catch up on that, or I can’t cover payroll next week. And those are also challenges, but those are a little more tougher challenges. Neither one is necessarily bad, I mean you can certainly take care of those short-term challenges and return back to the former, but it’s just different from the financing perspective. 

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Adam Lomax is Oxygen Funding's Executive Vice-President and COO. Adam worked for 13 years at Meadowbrook Insurance Group as the VP of Information Services specializing in commercial insurance. Adam was also the President of a trade association for trucking companies and their employees.

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

Nellie Akalp - Why You Should Register Your Business

Nellie Akalp is the CEO and Founder of CorpNet.com, an online legal document filing service that helps entrepreneurs start their businesses. Nellie is here today to chat about the importance of registering a business. She will share some basics about business structures, what structure is best for which type of business, why it is important to incorporate, when to incorporate and in what state to incorporate.

Questions Answered: 

1) What are the basics of business structures? 

2) What should our audience know about them? 

3) When should a business incorporate? 

Contact Info:

Website: www.corpnet.com

Email: allison@matryshkamedia.com

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

 

Steve Smith - How Employee Consistency Helps New Business Owners

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

Steve Smith discusses our daily tasks and routines and how consistency can help or hurt new ownership. 

Check out our audio archives on iTunes!

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Jim Doty - Identify Your Problems to Increase Your Revenue

Jim has more than 30 years of comprehensive management experience including more than 15 years at the executive level. His experience spans a number of industries including medical transportation, health maintenance organizations, specialized blood services, home health care, cable television, food processing and engineering. He has participated in several start-up ventures as well as worked for Fortune 500 companies. 

Jim's ability to identify the root cause of a problem and craft a solution helps him shorten the time to resolution & improved results. He has the skills to identify the key drivers of the business and design systems to track the metrics to monitor success. He uses this experience to help business owners drive profitability and increase the cash flow of their company. He is skilled in clarifying  issues, crafting solutions, mobilizing cross-functional support and facilitating decision-making in complex situations.  

Jim is a recognized problem solver with the ability to identify improvement opportunities to enhance revenue and reduce cost. His skills include strategic planning & execution; business metric design & implementation; systems analysis & improvement; customer & service enhancements; revenue cycle improvement; and team building & talent development.

 

Contact Info:

 

Email: jimdoty@b2bcfo.com

Phone: (949) 689-0642

 

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Jim Blue - Technology While Traveling - A Little Knowledge Saves a Lot of Money

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

 

In this 1 minute Highlight, Jim Blue Owner, BlueTutor discusses some of the "rules of the road" and explains that there are several tools you should be aware of.

We add new content daily, so come back often! 

Transcript: 

Jim: There are many internet based communication tools that are available. I use my cell phone for everything, so the first thing that I would recommend to people is, if they are going to be traveling, even through the United States, you know, don’t use hotel phones, use your cell phone. And the reason for that, we all know there are a lot of charges that get tacked on for telephone use in the hotels, that’s the first thing. The second thing to keep in mind is that there are tools that are around there, that are internet based, that will help control your costs. I will say, though, that controlling your communication costs from abroad is a whole other subject, because if you are a Verizon or an AT&T user, or a Sprint user, and you are traveling abroad, there are a whole other list of rules associated with that. 

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Kathy Fettke - Build Your Multi-Million Real Estate Portfolio

Kathy Fettke, CEO and Founder of, "Real Wealth Network.” Real Wealth Network Receives the 2015 Elite Business of the Year Award! Kathy Fettke, CEO and Founder of Real Wealth Network based in Walnut Creek, CA, an organization dedicated to helping members get the most current and cutting edge education and information they need to succeed as real estate investors.  Kathy is a licensed Realtor, former mortgage broker, and an active real estate investor  She was selected as one of America's "100 Most Intriguing Entrepreneurs" by Goldman Sachs at the 1st annual and now 2nd Annual Builders and Innovator's Summit.

Kathy Fettke is an active real estate investor, licensed Realtor, certified coach, and former mortgage broker.  She specializes in helping people build multi-million dollar real estate portfolios through through creative finance and planning.  With a passion for researching and sharing the most important facts on real estate and economics,  

Kathy received her BA in Broadcast Communications from San Francisco State University and worked in the newsrooms of CNN, FOX, CTV and ABC-7.  She's past-president of American Women in Radio & Television. 

Kathy became a certified personal coach through the Coaches Training Institute in San Rafael, California.  In 2001, she took the coaching process to television and produced a cable show called "DREAM" which followed the process of 6 people going after their dreams over 90 days. Kathy noticed a theme on her Dream coaching show: most people didn't have time for their dreams when they are spending all their time at work to make money to pay the bills.  Her show sponsor was a real estate expert and the segments they produced changed her life. After interviewing dozens of real estate millionaires, Kathy discovered their best strategies for creating passive income streams.  She and her husband bought numerous investment properties and since then learned the highs and lows of investing that can only come from hands-on experience.  

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

Dan Whittaker - Grow Your Business Value By Eliminating Risks

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Dan Whittaker shares a few thoughts on the concept of "de-risking" your business.

We upload new content daily so please check back often!

 

 

Transcript: 

Bill: There are many ways to grow your business, and one of the most effective ways is to reduce the risk, or de-risk your business. Here’s Dan Whittaker.

Dan: De-risking is really, if you’re gonna go through a process to transition out of the business, what are the things that can jeopardize the sale, or jeopardize the value? Are there any lawsuits or pending litigation that can crash the business? Another one is customer concentrations. Is your business operating with one customer that represents 40, 50, 60% of your business and if you lost that customer, the value of your business is essentially wiped out? And, how do you go through to go ahead and solidify the customer or take of that? Is the business highly dependent on a couple of people? So is the CEO, the owners, are they so involved if they step out, then there’s nobody else there to run the business? From and outsiders buyer’s standpoint, they need to see that the business is gonna run on its own. 

To hear more tips from 750 advisors, visit exitcoachradio.com 

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Reuben Franco - Helping Young Citizens Meet Their Leaders

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Reuben Franco,  the President of the Orange County Hispanic Chamber of Commerce, discusses the Youth Chamber of Commerce, a special program that helps young citizens to meet and ask questions of their Government leaders.

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

Dyanne Ross-Hanson - Internal Ownership Transitions

Dyanne is the President/Founder of Exit Planning Strategies, LLC, a company that works with owners of privately held businesses to develop intentional ownership transition plans. Expertise includes "internal transitions" and "key employee incentive plans", among others, to help meet the owner's transition objectives.

Questions Answered: 

1. What are typical Challenges to Internal Transitions?

2. What are some of the most common strategies/techniques I see used?

3. Why do Owners Seem to Prefer an Internal Ownership Transition?

Contact Info: 

Website: www.exitplanstrategies.com

Email: drh@exitplanstrategies.com

 

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

Roger Laidig - The Journey to Find Purpose

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

Roger Laidig discusses life choices, hope, and messages you can take away from life and relationships. 

Transcript: 

Roger: I was advised to quit work and I was advised to lay low, but I had to realize, that was not my destination, that was just where I was at at that day. There's a whole lot more life to come, and the choices I would make if I had a clearer vision of where I wanted to go gave me hope, and hope does miracles in terms of, in my case recovering. But the biggest thing I took away from that was, I began thinking, 'what do I want my life to look like 20 years down the road?' I went to a few funerals around that time, and there wasn't anybody talking about cars, or buildings, or houses, they were talking about people and relationships that they had with other people. 

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

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Robert Friedman - Steps to Creating Your Brand

In this 1 minute excerpt from his interview, Robert Friedman discusses the steps to developing your brand.

Listen to his full interview!

www.Fearlessbranding.com

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

Ross Givens - Trusting the Market

Ross is the Chief Market Analyst and writer for, "Wealth Empire." He advises subscribers on traditional and alternative wealth-building strategies. His service, the 13F Insider, tracks the trading activity of top hedge fund managers in order to find high-conviction investment opportunities. He is also a former broker, advisor and educator in the financial markets for (JPMorgan Chase, Regal Securities). 

Ross grew up in the Gulf Coast in Mobile, Alabama. He bought his first stock at age 12 (Microsoft) - he really wishes he held on to that one! Ross began trading stocks in high school and has been hooked on the markets ever since. He earned a BS in Finance from Auburn University and acquired his Series 7 and 66 licenses in his senior year. He has worked at a few investment advisory firms but grew tired of how most clients get taken by lagging returns and high fees that wipe out hundreds of thousands of dollars in potential gains each.  

As an avid reader of investment philosophy, Ross has studied the work of Ben Graham, Warren Buffett, Howard Marks, Seth Klarman and other legendary money managers. He believes that value is the foundation of every investment decision and the most successful Wall Street titans have all used a similar framework. 

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

Roger Winsby - What is Your Value Story?

Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

Roger Winsby, President, AxiomValuation Solutions,  discusses the importance of positioning your business for sale based on the Buyer's needs and perspective.

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

Patricia Thompson - Positive Psychology in Business

Patricia Thompson is in the business of corporate psychology and is going to talk about how applying the principles of positive psychology can not only make you happier, they can also enhance your business. 

Questions Asked:

1. What is positive psychology and how can it help businesses make more money? 

2. What are some challenges you have found in getting people to accept this message?

3. Where do you suggest leaders begin if they want to create a more positive culture?

Contact Info: 

Email: patricia@silverlingingpsychology.com

Website: www.silverliningpsychology.com and www.patricia-thompson.com

Bonus Material: 

Book: "The Consummate Leader: A Holistic Guide to Inspiring Growth in Others...and in Yourself" is available on Amazon.

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