Exit Coach Radio

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

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

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. 

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

 

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!

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

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.

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

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

 

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

 

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

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

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. 

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

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

 

Take a Minute to Share This Interview!

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

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. 

To hear more tips from hundreds of  advisors, visit exitcoachradio.com 

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!

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

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

 

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

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. 

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

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 

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

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

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

 

 

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

Carolyn Rosenblatt - The Pillars of a Healthy Retirement

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!

Carolyn Rosenblatt of www.AgingParents.com discusses 2 of the 3 Pillars of a Healthy Retirement.

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

 

Scott Henderson - Corporate Social Responsibility

Scott Henderson works with Doing Good Works. Doing Good Works brings value to their clients through the sale of promotional products, print, packaging and coffee. Revenue generated through Doing Good Works supports changing outcomes for foster youth that age out of the system. Today, Scott will discuss corporate social responsibility. 

 

 

Contact Info: 

Website: www.doinggood.works

Email: scotth@doinggood.works

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

 

Ganesh Kalyanaraman - International Employee Challenges

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: 

Ganesh: There are various Visa options for work, but the one main one is the H1-B Visa. There are only 65,000 of those Visas available every year, and they're first come, first serve. The demand for those Visas is vastly more than the supply, so of those 65,000 about 225,000 apply for that. So, the remainder of those people are put into a lottery, and if they win then they get one of these 65,000 Visas or they get the ability for the immigration service to adjudicate them. That runs on the fiscal year of the government, which is October 1st. We can begin filing April 1st. So, if you contact me January/February of each beginning year, then that would probably be the appropriate time so that we can put together a properly filed petition in April.

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

Agnes Mura - Preparing Employees for a Change in Ownership

AMI coaches is a leadership and management development firm, led by Master Certified Coach Agnes Mura. AMI gets business leaders, C-suite executives, managers and boards to operate at the top of their game. In several languages, and founded on the latest research in leadership development, AMI provides coaching, assessments, facilitation and training across most industries, in the US, Latin America and Europe.

Contact Info: 

Website: www.AMIcoaches.com

Email: Agnes@AMIcoaches.com

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

Jan Schau - Settling Workplace Conflict with Dignity

Bill Black Interviews Jan Schau, who discusses legal strategies and the importance of knowing the best time to mediate.

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: 

Jan: There are lots of good times to mediate. One of them is before a lawsuit is filed. Another is right before trial, now we're really gonna have to spend the money, take the risk, put 12 strangers in a box, inconvenience people...they're not gonna understand me, and maybe I'm not gonna get what I want out of it, anyways. A third is even during trial. I had an arbitration that happened to an age discrimination matter, and I listen to this old guy for 4 or 5 hours, and the next morning I said to the two lawyers, "do you guys want to talk?" and sure enough, they really did. He had been able to get everything off of his chest, they were able to work it out. So, there's lots of interval spaces, and part of it is you the disputant, and your lawyer, have to talk about when's the right time, when's the best time.  

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

Barry Davis - How Small Companies Can Give Big Benefits

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!

Barry Davis, of Insperity, discusses how Small Companies can offer big company benefits packages, and attract top talent that will help them grow.

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

Guy Baker - Why Managing Markets is Better Than Buying Individual Stocks

Guy Baker of www.Wealth-Teams.com discusses key financial strategies for business owners and investors of all types, sizes and ages.

Contact Info:

Email Address: guy@btagroup.net 

Website: www.wealth-teams.com

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

 

 

David Sherak - As You Begin Your Planning Don't Overlook These Points

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!

David Sherak, Partner-Vogt,Resnick & Sherak discusses several important planning agenda items as you start to think about your overall Succession plans.

Transcript: 

 

David: One of the important things is: make sure your ownership structure of your business is taken care of. If you do have a trust, make sure that the share certificate for a corporation, or the operating agreement, identifies the trustee of that trust as the owner of that property. Also, make sure that the instrument doesn’t have any special individual that’s appointed to deal with, perhaps a dispute resolution process, that might be in conflict with the terms of trust’s successor trustee or executor under those instruments. Make sure that your advisors are well aware of this planning, including your financial advisors, like the example with the collateral commitments of the bank: the bank didn’t know that this individual was  also naming them as a trustee of his various trusts, and ultimately that bank also held the loans, so it didn’t fit within their administration parameters to basically service their own debt, and resign the loans and deal with that collateral commitment. So making sure that all of your advisors are aware of these instruments is important. 

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

Jason Kwaitkowski - Competition Requires Preparation

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!

Jason Kwiatkowski, President, Valuation Support Partners Ltd. explains the upcoming gut of businesses that will be up for sale as age 50+ owners start to sell en masse and the best strategy to compete effectively. 

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

Chaz Dykes - Why You May Be Forced to Change Your Lighting

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!

Chaz Dykes discusses cost saving measures for companies and the future of LED lighting.

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

 

Michael Levine - Income & Wealth Preservation Planning

Michael Levine is the President of Levine Insurance Advisors, a company focused on income and wealth preservation planning. 

 

Questions Asked: 

 

1) Tell us about your background in accounting. 

2) What is your business approach?

3) How do you approach each client?

 

Contact Info: 

 

Website: www.levineadvisors.com

Email: michael@levineadvisors.com

 

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

Jim Doty - The Need for Checklists in 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!

 

Another 1 minute highlight from Jim Doty's recent interview. The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

 We add new content daily, so come back often! 

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

 

Jonathan Zucker - Diversify Your Asset Base Beyond Traditional Classes

Host: Bill Black. 

Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. 

Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

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

John Howard - Which Audit is Right for You?

Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. 

John Howard discusses retirement plans, choosing audits, and how you can determine which process is right for your business. New content daily - tune in on iTunes!

Transcript: 

John: Typically, in these retirement plans, when you exceed 120 participants, then that first year when you receive 120, you are subject to an audit. You are considered a large plan at that point under the Department of Labor and the IRS standards, and you need to submit an audit. Now, the problem is the next step: Once you determine you need audit, is what type of audit, because there are different audits with retirement plans. There's what we call a limited scope audit, which and auditor does not need to do as much work as with a full scope audit, and the difference with those would be, if the plan assets are held by a financial institution such as a bank or an insurance company, they can certify that the plan assets are what they are, the transactions have been posted properly to the participant's accounts, the allocation of earnings to the participant's accounts is accurate, then we can accept that under the Department of Labor standards. 

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

John Foley - Are You Looking Forward To Buyers Looking Backwards?

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 Foley and David Shaffer discuss the benefits of preparing for due diligence early.

 

Transcript: 

Bill: How can you be prepared for what your buyer’s are going to be looking for? Here’s expert John Foley.

John: What we usually share with a client is that if they are looking for an exit-strategy, particularly looking towards an investment firm, they’re gonna have to demonstrate not only a future revenue projection, but also historical performance. So, if we’re in a start-up mode, it’s not realistic to expect that someone’s gonna jump in like Google and buy you on day one. You really need to have that 3 to 5 year history behind you. So, for us, it’s saying, start at any time, the earlier the better, and based on where you are in your life cycle, let’s determine what the appropriate target exit is, what is the multiple target, how are we gonna reach that value?

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

Debbie McCarthy - Sober High Schools Paint Bright Futures

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!

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

David Humphrey - Pothole Analysis and Value Enhancement

David Humphrey discusses the value of a business and the importance of viewing your business from a buyer's standpoint. 

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

Adam Grant - Are you In Sync With Mobile Technology Trends?

Adam Grant of Alpert, Barr & Grant heads up the Mobile App Practice Group. He offers tips for getting in sync with current mobile technology trends.

See the Index for more on this Topic or by this Guest. Listen on iTunes: iTunes.ExitcoachRadio.com 

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

Greg Freeman - The Importance of Periodic Reviews

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

Transcript: 

Steve: What are some of the tips and strategies and precautions that you give business owners if they're starting to look at business insurance?

Greg: You go for a second opinion. And I wouldn't get that second opinion from some person that sold through the policy. That, to me, would not be a second opinion. And I'd also have the work done from a firm that's not a captive firm, inside a single life insurance company. So, captive agents are, shall we say, encouraged by their parent companies to keep coverages on the books. And, I'd also ask the auditor what they're gonna do for you if you have someone offer to do a policy audit. Make sure they're just not going to try to find you a replacing carrier under the disguise of a policy review. 

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

John Wendall Adams - Choosing to Rise Above

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

John Wendall Adams discusses betrayal, reactions, and how forgiveness is the only way to true progress. 

Transcript: 

John: What happens when a person is really betrayed, typically there are three different responses: one is, "you know what, they did something to me, so I'm going to retaliate. Whatever's important to them, family, friends, their love relationships, possessions, etc., I'm gonna come against all of that." The other response would be, to say, "you know what, that doesn't really hurt me, and as a result, I'm gonna shut down that portion of my life and I'm not gonna allow anyone ever again to get that close to me." The third one is to really forgive yourselves, forget the other person and really think about what it is that you could have done differently, and really start to move toward that direction to say, "hey, you know what, I can't change what transpired, but what I can do is choose to rise above it." 

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

Amin Rajan - Holding on to Your Stocks

Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. 

Amin Rajan discusses investment options, market power, and how it pays to hold on to your stocks. 

Transcript: 

Amin: In today's market, it does pay to be opportunistic where you really see good buying opportunities, but that, as I said, only happens at the age of the portfolio. 80 - 85% should really be invested in medium term assets, because although risk premium is not so stable as it was in the past, it does materialize in the long-term. Markets do retain their self-healing power. We don't know how long it takes, but I reckon that within 5 years, we can see the results. Now, if you look at what happened after 2008, the massacre that we had in the market, since then markets have been up 300%, it showed that markets do have self-healing power, and that's not only just in the United States. In other countries, as well, markets have been sharply up since the last low point in March 2009. So, it pays to hang on to your stocks, it pays to have very strong beliefs about the companies and about the industries that you're investing in. 

And be sure and get the free e-Book "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here

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

John Boyens - 6 Steps to Market Dominance

Here's a 1-minute preview of today's featured Guest. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20-minute interview!

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

Marnie Swedberg - Finding Time for You

Marnie has been a restaurant and retail store owner and the online mentor to over 14,000 leaders from over 30 countries. She also has authored 12 "How To" books, and in this episode she shares tips of how you can do it all and still have time for yourself!

And be sure and get the free e-Book "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here

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

 

 

 

KC Victor - Utilizing Your Network

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

KC Victor discusses various methods you can use to differentiate you and your business from the rest of the herd.  

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

Andrew Scammon - Strengthen & Lengthen Your Retirement Plan

Andrew works with Financial Planners and Advisors, CPAs, Trust Attorneys and Realtors to strengthen and lengthen retirement planning.

Questions Answered: 

1. What customers worry about versus what they should worry about?

2. How important is liquidity to retirement? 

3. What are some red flags when discussing reverse mortgages?

Contact Info: 

Website: www.effectiveretirement.com

Email: socalreverse@gmail.com

Bonus Material: 

No obligation discussion whether reverse mortgage will help you, or your clients, reach your retirement goals. Free second look for clients already considering reverse mortgage.

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

Christine Miles - How Does Senior Management Keep Employees Mindful of Major Goals?

Here's a 1 minute preview of today's featured Guest. Give it a listen and share it with your friends, and if you like the content be sure and listen to the full 20 minute interview!

Transcript: 

 

Bill: How can senior management keep employees focused on the strategic goals of the company? We asked expert Christine Miles.

 

Christine: I think, sometimes the senior leadership is very clear, but they have a whole organization to move to those initiatives, and people have shifting priorities all day long. And so, how do they keep them on top of those initiatives while dealing with their fast paced world and and what they're bombarded with? Does everybody understand why we're doing this and what we're trying to accomplish, and then are we all going about that in a similar way? And so the alignment around that, hence the Art of the Nudge, of our framework that we've developed, is really the engine that drives the car. And so, understanding the story, telling the story and developing that story so that people are called to that action and inspired to action as part of that. So, I think sometimes it's the gap between what the senior leadership knows and what gets down to the people who have to initiate all that activity. 

 

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