Exit Coach Radio

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.

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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

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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.

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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

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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.  

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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.

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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

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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. 

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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. 

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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.

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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

 

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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! 

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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. 

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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. 

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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?

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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!

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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. 

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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 

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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. 

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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." 

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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. 

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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!

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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

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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.  

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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.

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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. 

 

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Reuben Franco - The Key To Maximizing Membership is to Get Involved

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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Miriam Goodman - How to Survive Retirement As a Couple

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

Transcript: 

Miriam: So often, people have internalized their plans for retirement for so many years. It's so much a part of them, they don't feel like they need to talk to anybody about it, and even if they're sharing that retirement with another person, they just assume that the other person is on the same page, and that's where all the trouble begins. People haven't talked about it, they think that retirement is just this reward for a lifetime of work, and they haven't sat down to say, "well now that I have it, how am I gonna make this important? How am I gonna make this what I want? How am I going to enjoy these years?" Now people are retiring and they might have 30 years of good health, good mental health, and they don't know what to do with it, and they haven't really thought about it.

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Kim Flynn - Playing Big in 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: 

 

Kim: Women have a stronger tendency to go into a service based business than a product based business. The reason for that is because it usually doesn't require much, and start up cost to start a service based business, obviously, if I want to teach piano lessons, I could just pass out flyers, you know $10 at Kinko's, and voila, I have two clients. But the problem with that is, it's not scalable on training time per dollars, I can't grow that business beyond my own time. So, the solution to that is, either go to a product based business, which will require more start up cost, obviously if I'm going to manufacture pianos, I'm going to have to get a big loan or get an investment, and then I can scale that business as much as I want to scale it. Or, if you have a service based business like I do, be willing to scale it, and that means be willing to understand that you are replaceable by employees, and you have to be replaceable. Your position in the company is to oversee the company and not to actually be in there working as an employee in your own company. 

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Minda Wilson - Health Care & Small Businesses

Host: Bill Black. 

Minda Wilson discusses health care legislation and its effects on small businesses and their employees. 

Transcript: 

Bill: There are some health care penalties coming up for 2015, what will they be and how will they effect small businesses?

Minda: Starting after the first of the year, if you have more than 50 full time equivalent employees, 50 or more, you're going to have to offer insurance to your employees. And the thing that most small businesses don't realize is that that means full time equivalent is calculated by adding up all the hours that your part time people work. And generally I advise people if you're 49, 48, you probably still should look into providing insurance because they do count overtime. 

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Chris Hill - End of Life Planning

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

Chris Hill discusses decisions that have to be made after the worst happens, and how you make the difficult process easier. 

 

Transcript: 

 

Chris: When somebody passes, there are about 150 decisions that need to be made within a 24 to 48 hour period, and there is no guide, there is no funeral director that takes you through all this stuff. There are so many things surrounding that, I don't even have enough time in an hour to tell you what they are. But, you have all these decisions to make, and at the same time, you've lost your spouse. And think about this, you've lost two things, you've lost their companionship and their income. Now, by companionship, I mean everything you did in your life, you did with that person, every decision you made. Now, you're own your own, and you've got a decision to make where you don't know what they wanted, how they wanted it, they're not with you to help guide you. 

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Larry Sukay - A Strategic Approach to Purchasing Insurance

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: 

Larry: Purchasing insurance: so often that a CEO of an organization or the CFO of an organization, the biggest mistake they make is they go ahead and they focus on the cost of it. So that, kind of going back to what's the process? You know, first you're doing an organizational analysis or operational analysis, then you do a coverage analysis of the current programs, and then the third step is to write an insurance spec. Okay, so that's spelling out what insurance that we need and how it needs to be structured, and then going out to market and getting quotes based on that. Limits of insurance mean absolutely nothing, what's critical is the details that are within those policies. So if you have an insurance spec of what everything is supposed to be covered, how it's supposed to be covered, the detail of what you're looking for relative to the terminology within that legal contract, then you go ahead and look at the market price based on that. That's how you buy insurance. Buying it just based on limits is literally Russian Roulette.

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Gail Trugman Nikol - What is the Cost of Lost Knowledge?

Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!

Transcript: 

Gail: You know, if you document your procedures before selling your company, or before a key employee leaves, the documentation ensures that employees follow best practices no matter who does the tasks. If you do it right it provides that detailed step-by-step of how and why a task is performed. The other thing we like a company to do, is we know that the big picture is easy to see if you have process work flows. You can spot inefficiencies and areas that need improvement immediately. I recommend that all private companies should create workflows of their processes, their procedures, and their tasks. I also mentioned we do some consulting, and since we are spending time with our clients to learn that inner working of the company, we're gonna offer you a fresh perspective on what is and is not working efficiently. You know, that might even include not having the right people on the seats in the bus, and I've seen that often enough with many of my clients. 

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Richard Ward - Finding Purpose and Passion in Your Second Half

Richard provides financial planning advice, particularly to Baby Boomers considering a transition out of the business world.

Questions Answered: 

1) Why do you believe it is important to redefine retirement? 

2) What do you believe is a better path for those about to retire or transition out of business? 3) How do you help these people who are considering a sale of their business or retiring?

Contact Info: 

Website: richardwardwealthadvisory.com

Email: richardwardcfp@gmail.com

Bonus Material: 

"Redefining Retirement: Finding Purpose and Passion in Your Second Half" is available on Amazon

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Larry Bell - Turning Life Insurance into a Planning Tool

Larry Bell discusses group term life insurance, and the benefits of turning it into a tax planning tool. 

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: A lot of people think group term life insurance is just a throw away benefit that your offer for employees. Here, you come off and say, "wait a minute, that could be an incredible, tax beneficial planning tool?"

 

Larry: So, today, we want to talk about a time tested approach using group term life insurance, a section 79 plan, to provide benefits for your employees, but also have a small group of those special employees that you want to handle differently, for just the owner themselves. And, we can set this up, and we don't have to fund it until the following October 15th of the year that we're getting the deduction for and that we're funding for the selected employees. 

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Elizabeth Ledoux - The Value of a Transition Roadmap

Elizabeth Ledoux is the CEO and Founder of vNacelle, a business focused on Transition Roadmaps and how they can help business owners. 

Questions Answered: 

1) What are the top 3 challenges that a private business owner faces as they think about transitioning out of their business? 

2) What new skills or shifts in behavior does an owner need to focus on or master when navigating their transition? 

3) What is a Transition Roadmap and how does it create success for an owner as they move toward a transition?

Contact Info: 

Website: www.myBVA.com 

Email: elizabeth@vNacelle.com

Bonus Material: 

Visit www.myBVA.com and take our free assessment to find out where you are in the Entrepreneurial Flight®.* 2 books available on AmazonAccelerate Your Entrepreneurial FlightBy: Melvin J. Wernimont, PHD and ElizabethandUnderstanding the Growth of the EntrepreneurBy: Melvin J. Wernimont, PHD and Elizabeth

 

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

T. Phillip Boggess - Planning First Steps

T. Phillip Boggess of TPB Financial discusses the critical first steps of planning.

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 first step in planning? Here's T. Phillip Boggess

T: The first thing for everybody, whatever you're doing, is you need to get started. The plan isn't worth the paper it's written on, unless you take steps to move toward your goals and take the action steps you had in there. The reality is, the earlier you get started on most of these things, the more options you have, the more likely you are to be able to accomplish what you're trying to accomplish. And the second part is, your plan has to be flexible, and you have to review it to make sure over time that it's still performing the way you want it to, because things change, you know, whether it's laws, taxes, economic environment, your goals, your personal situation, it's gonna change. So, we have to review it and make whatever tweaks are necessary along the way to keep you going along that path, or making the turn, if your goals have changed, to your new path so we are going the direction that you want to go at that time. 

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Rhett Bray - What Your Broker Can Do To Help Contain Costs

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!

Rhett Bray of BeaconPath discusses how employers can use the services of a Broker to contain medical insurance costs.

Transcript: 

Bill: Medical insurance is a big part of your budget. How do you contain those costs? We ask medial expert, Rhett Bray. 

Rhett: We'll talk about wellnesses, how we can start to communicate the importance of wellness, and that we give the people and the employers the opportunities to do things that will help them to become healthier. We start to educate them on the importance of annual physicals, we start to educate them on preventative care. Women do this quite well, men have the tendency to wait until body parts don't work, and then they go, which can be late. And it's interesting, we take better care of our car, we change the oil, we see the lamplight come on, and for a lot of us, we don't do the maintenance that we should do on a regular basis. That will identify a lot of issues people have, that now you can start to address easily through medication, through exercise, or diet. There are just a few key areas that you can identify that will drive these higher costs. 

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Jeff Pallister - Accelerate Your Business Growth

Jeff Pallister helps business owners accelerate growth by making significant improvements to operations.

Questions Answered: 

1. What are the biggest challenges in improving operations?
2. What difference will it make?
3. What is required in time and money?

Contact Info: 

Website: www.improvementprograms.com 
Email: jeffpallister@gmail.com 

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

Jonathan Zucker - Realizing Liquidity to Diversify Your Asset Base

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

Dr. Jerry Kornfeld - The Effect of Positive Thoughts

Dr. Jerry Kornfeld wants to talk about an experience he recently had with a patient and the exciting things happening in medicine today. He will discuss erectile dysfunction and the effects of the current medication we have today, what effect positive thoughts have on a patient, and the role of positive doctor's words.

Contact Info: 

Website: www.askdoctorjerry.com 
Email: kjbkorn@aol.com 

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Marc Koehler - Leading with Purpose

Host: Bill Black. 

Marc Koehler discusses health care legislation and its effects on small businesses and their employees. 

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

Transcript: 

Marc: I think the most successful companies are the ones that manage change the fastest. And so if you can manage change the fastest, you're gonna win. It's no longer good enough for the CEO to have a command and control style. Everybody has to be engaged and deliver on the brand purpose. And it's so satisfying when you as a team leader can put a challenge out to your entire team and have them help you to manage change and really drive success. 

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Lynn Taylor - Optimizing Your Business with The Core Values Index Assessment

Lynn Taylor is the president and CEO of Taylor Protocols. He works with businesses to ensure that everyone is in the right seat doing the right work. 

Questions Answered: 

1. What is unique about the CVI?
2. How is the CVI being used?
3. Why did you create the CVI?
4. What is your vision for the future with the CVI?

Contact Info: 

Website: https://taylorprotocols.com/ 
Email: lynn@taylorprotocols.com 

Bonus Material: 

Go to www.TaylorProtocols.com any time today, click on the big green button that says Take Your FREE CVI. It takes less than 10 minutes. Everyone who takes the CVI today will be upgraded for free to the full, comprehensive report.

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

Don Burzen - Exit Preparedness

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:

Don: There is somehow this aversion to the terminology of being viewed to be planning an exit. I have taken to characterize the process that I go through as endurance. I really have done it that way because what I do is try to help business owners prepare by building endurance across three distinct areas. And one is endurance for their businesses so that it can be sustainable after they’re gone, and we know that that’s one of the very important critical factors that a prospective buyer looks at. Two is establishing endurance for their personal wealth so that the after tax proceeds for their eventual transfer is enhanced and endured for family. And three is confirming the endurance of their personal performance. For those people that really want to move on voluntarily, we need to be taking steps to be making sure that the next phase of their life provides as much satisfactions as they’ve realized through business ownership. 

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Tammy DeLeeuw - What's In Your Database?

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: You might be missing out on huge opportunities to get new business from existing customers. Here’s Tammy DeLeeuw:

Tammy: Where business owners really fail, after talking to hundreds of them, is they don’t think about their own database first. How do I get the people that already love me, that already trust me, that already think that I am the cream cheese of life, how do I get those people to go and tell their friends, their neighbors, and their relatives, without seeming like I’m begging? Database marketing, finding new ways to engage them…that could be with videos, they bought a widget from you, maybe they need parts for that, maybe they need to come in and bring it back and have you maintain it, you send little videos out that will help them remember to come back and see you, or remember to tell their Uncle John about you, or whatever. It’s really about content, it’s not about selling them something. 

To hear more tips from over 1,000 Advisors, visit exitcoachradio.com

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Pat Peason - Want to Retire By Age 55? 4 Ways to Make It Happen

Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income. His process helps each client understand how much risk is appropriate in determining the optimal asset allocation for them.

Questions Asked: 

 

1. Is retiring early simply a case of money, or are there other factors?

2. How does healthcare factor in a decision to retire early?

3. What kind of portfolio do I need to retire early?

 

Contact Info: 

 

Website: http://www.harvestfg.com

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Heath Frantzen - The Future Crowded Marketplace and a Solution

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 upload new content daily, so check back often!

Transcript:

Bill: What does the future for business sales look like? We asked expert Heath Frantzen:

Heath: It’s a buyer’s market for the next 20 years. The Baby Boomer generation in this country has approximately 225,000 business owners turning 65 each year, looking for an exit. The problem is, is that there’s only about 24,000 sales each year, and 3 out of 4 of those are failures, so you’ve got a 3% chance, and only the most profitable businesses with the most flexible seller’s are gonna be sold successfully. And know that astute buyer’s have lots of choices, so you’ve gotta do the things that it takes to give yourself a fighting chance against your competition. Spend some time understanding that the professional buyer’s buy investments, and the difference between owning a job and owning a business is leverage, and this is leverage through delegations, systems, culture, finance, etc.

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Dara Maleki - Turning a Brand into a Franchise

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

Dara Maleki discusses how to build a nationwide brand and to take a local concept to the next level with his franchise program. 

 

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Scott Donnelly - Why Are You Changing and Who's on Your Team?

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!

Scott Donnelly, CPA and Partner, PDM, LLP discusses some of the first questions he asks a new client to understand what they did not get from their last service provider and to understand who else their Advisors are to help understand if there will be a cooperative team.

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Minda Wilson - Healthcare Compliance

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: 

Minda: There's a lot of reporting, actually, that you're required to do. I have a checklist that people can email me and request, that says, you know, what documents you have to send in and when they're required. You have to give notices to your employees about their healthcare options, when you employ them you have to give them annual notices, you have to provide certain information to the IRS about your employees, you have to have certain systems in place for monitoring health care, you have to report healthcare dollars that you spend for them on their W-2s, and there's a whole litany of things you have to do. 

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