Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
Episodes
Sunday Aug 07, 2016
Sunday Aug 07, 2016
Bill Black interviews Andrew Carlton
Saturday Aug 06, 2016
Saturday Aug 06, 2016
Kaaren Hall and her uDirect IRA Services have helped thousands of Americans invest their IRA outside of the stock market and into real estate, land. private notes and more to improve their financial future. A very interesting interview!
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Friday Aug 05, 2016
Friday Aug 05, 2016
Duncan Rolph is the Managing Director of Miracle Mile Advisors. Miracle Mile Advisors is an independent, SEC Registered Investment Advisory firm. They specialize in providing sophisticated financial plans using portfolios with low cost index funds and ETFs. As one of the fastest growing firms in the country, Miracle Mile's partners have an average of over 15 years of proven experience working with high net worth families. Duncan will be discussing the topic of how business owners can replace the cash flow from a profitable business after selling the business.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Friday Aug 05, 2016
Friday Aug 05, 2016
Theresa Oatman of Stock Connections describes some of the penalties and pitfalls of Stock-Based employee benefit plans.
To hear her recent interview, enter her name in the index search bar.
We upload new content daily, so check back often!
Transcript:
Bill: So, whenever you're dealing with stock, you have a lot of partners in the mix. You have the SEC, you have the IRS, and you have financial accounting boards. If you need a good administrator on your side, here's Theresa Oatman.
Theresa: It's not a do-it-yourself project. Equity administration requires an expert to guide you through all the complexities of the ongoing programs, and especially if you're selling your company, everything needs to be up-to-date, accurate, and complete. Starting out with that good foundation is much easier to build, and remain compliant, stay out of jail, and stay out of hot water with the authorities as well as your shareholders. And for anyone who's not 100% confident that your equity programs are being managed properly and will give you the most value when you wish to sell, you need to contact an expert.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Thursday Aug 04, 2016
Thursday Aug 04, 2016
Tom Bliss discusses a brief tip about the importance of automating your business systems.
We upload new content daily, so check back often!
Transcript:
Bill: People listen to the show for any length of time. You know we talk about processes and systems and the importance of them in your business, but here's a great overview taking it one step further by Tom Bliss.
Tom: What systems you have in place today or what systems do we need to put in into play, and then how can we automate that? Whether it be technology be technology through sending out emails, birthday cards, just ways to stay in touch with the customers, newsletters, internet radio talk shows. Whatever those things are that help enable these systems to stay in touch. What it really boils down to is, what system to we need, or what system do we have, and how can we improve on that? And that's really where we get at is that, what I see is technology helping us drive that, not that, "ooh I got a great widget, how do I use that in my business?"
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Wednesday Aug 03, 2016
Wednesday Aug 03, 2016
In this 1 minute highlight, Kevin Weir, Action Coach, suggests that many business owners are obsessed with the Finish Line when in fact they need to establish the Start Line.
We add new content daily, so come back often!
Transcript:
Kevin: We have to figure out what a starting point is in your business, because I've had clients who will say, "Hey, Kevin, I want to retire, and I sat down with my financial advisor and I'm going to need X amount of dollars to retire on." So my question is, okay, what's the current value of your business? Most of them respond, "I don't have a clue." So, the first thing we need to do is, what is that starting point? So, we need to do a business valuation to create the starting point. The next thing is: what is your game plan? First of all, where are you deficient? If the number that you get on your valuation is much lower than you would like, then now we have to figure out a game plan to increase the value. What systems have to be put in place in order to have that business potentially run without you, the business owner? Put revenue generation strategies and margin strategies have to be implemented, and at what pace to make that happen? And, we have to also have milestones along the way so that we can measure progress. Way too many times, business owners might start something, but since they have no measuring stick of what they want to achieve, they never get any further.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Sunday Jul 31, 2016
Sunday Jul 31, 2016
Sunday Jul 31, 2016
Sunday Jul 31, 2016
Thursday Jul 28, 2016
Thursday Jul 28, 2016
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Sunday Jul 24, 2016
Sunday Jul 24, 2016
Monday Jul 18, 2016
Monday Jul 18, 2016
Bill Black interviews Sandy Lowengart who discusses current events and their impact on financial planning.
Our Exit Coach Network features several other Shows on a variety of topics. Go to www.ExitCoachRadio.com and click on "Exit Coach Network" under the "LISTEN" section.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Sunday Jul 17, 2016
Sunday Jul 17, 2016
Sunday Jul 17, 2016
Sunday Jul 17, 2016
Friday Jul 15, 2016
Friday Jul 15, 2016
Since 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 optimalasset allocation for them. This strategy has served Patrick and his clients well; his success has garnered him some of the industry's most prestigious awards. Additionally Pat has hundreds of happy clients across the state. An award winning national speaker, Pat also instructs top level executives to help them become more effective communicators. This will be an entertaining, informative and dynamic program!
Among the many challenges unique to today's generation of working parents trying to save for retirement is the fact that college tuition costs have never been higher. According to figures from the College Board, the average cost of attending a public university (including tuition, fees, room, and board) for the 2013-2014 academic year was $18,391 for in-state students and $31,701 for out-of-state students. For private, non-profit colleges and universities, the average was $40,917.*
So daunting are those numbers for most parents that a majority of them admit they aren't even trying to save for their children's college. In a report released recently byCertified Financial Planner (CFP) Board of Standards, Inc., more than two-thirds (69 percent) of 1,003 parents surveyed said that they have not started saving for their children's higher education because everyday living expenses have left no additional funds.**
It's a sad finding, of course, but not really surprising when you consider that those "everyday living expenses" may include not just food, housing, and utilities, but a multitude of other financial demands and predicaments that are - in many instances - unique to today's generation of working Americans.
Is it Any Wonder?
As I've noted in previous columns, some of these predicaments have arisen in just the past few years as part of the fallout from two major stock market drops since the year2000, the collapse of the housing market, and the onset of the Great Recession. In the wake of the recession, for example, many Americans were forced to refinance their mortgages. At the same time, basic middle-class living costs have gone up while incomes have stagnated. And here's the biggest irony: according to the CFP survey, nearly half of today's working parents (an estimated 48 percent) have fallen behind on their own college loans and are still struggling to pay off their student debt! So, is it really any wonder that junior's college fund has been forced way down on the priority list?
Interestingly, though,the CFP survey also indicates that among the priorities most Americans put ahead of college planning, the top two are: building an emergency fund and saving for retirement. That's interesting because it suggests the assumption that college planning and retirement planning need to be, or ought to be, separate things, which is not really the case. On the contrary; people should be aware that comprehensive financial planning can enable you to meet your current needs while working toward all of your long-term goals - including college and retirement - simultaneously, and often in ways that are mutually beneficial to each goal. Conversely, separating and prioritizing long-term goals can very often cause you to miss out on opportunities to enhance or expedite the growth of your assets overall, or to protect them from unnecessary losses. This requires strategy, however, and financial planning expertise on an expert level.
Tax Breaks
To clarify that point, let's look at those CFP survey respondents who reported that they were, in fact, saving for their children's higher education. Among them, the majority (61 percent) said that they were doing so through a savings account, while 40 percent said they were using a 529 plan and 33 percent said they were using "investments." Now, these strategies may all be ideal for these individuals depending on their situations, and provided they are part of a comprehensive plan that also incorporates retirement and other long-term goals. If not, then these individuals may not be saving for college nearly as effectively as they could be. They may, for instance, be losing out on tax breaks or opportunities to maximize returns on their 529 plans and investments. Also, hopefully these parents are aware that certain investment tools undercut financial aid eligibility while others do not. That's important when you consider 56 percent of people surveyed said they were"counting on" some level of financial aid to help cover their children's college costs.
The bottom line is that with so many unprecedented financial challenges facing Americans as they plan for retirement, it's understandable that for many, the prospect of saving for college might seem too daunting to even think about. But the fact is,professional guidance and comprehensive financial planning can help you not only put the kids through school, but simultaneously prepare for a comfortable retirement marked by financial security and dependable, lifelong income.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Wednesday Jul 13, 2016
Wednesday Jul 13, 2016
Years ago, David Heath, an Adventurer/Traveler and Photographer, set out on an adventure. Little did he know it would become his passion.
David has created a book "Burma - An Enchanted Spirit" - it's a coffee table art book that will expose you to a different pace of life.
Questions Discussed:
1. What brought you to Burma ( Myanmar)?
2. What have you learned from the people of Myanmar?
3. How has Myanmar changed in the last few years?
Contact Info:
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Wednesday Jul 13, 2016
Wednesday Jul 13, 2016
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Transcript:
Jim: What do you do as an advisor? It's asked quite often, and I believe the future based question that we can turn and ask of our clients, is it okay, instead of answering that question, is it okay if I ask you a question? And get them really something to think about and go deep with. If they were to feel like they found an advisor that they could feel very, very confident in, and they could imagine introducing this advisor to somebody else, and this is somebody that they would really trust and respect, how would we define that advisor? What are the traits and the values that you'd want that advisor to have? And that's really what business owners should be thinking about is, who's going to represent them, who's going to help lead them, who's going to take their shoes off and put them on, and help them through it? And honestly, what I'm focused on, is I'm focused on being that person that's referable and someone that can be introduced to somebody that they care about. I think that's really what they should be looking for in an advisor.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Tuesday Jul 12, 2016
Tuesday Jul 12, 2016
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!
Mahyar Ghassemian, Ghassemian & Associates, discusses the need to budget for preventative planning, especially for businesses that are in high-risk categories.
Mahyar Ghassemian, was admitted to the California State Bar in 1999. Mahyar has a Masters’ degree in Physics from California State University, Long Beach and obtained her Juris Doctor degree , graduating cum laude from Western State University College of Law in Fullerton, California. While in law school Mahyar was invited to the California Court of Appeal in Santa Ana where she honed her research and writing skills as an extern for Presiding Justice, David Sil.
Transcript:
Bill: Ben Franklin once said an ounce of prevention is worth a pound of cure, but how does that translate in the business world? Here's attorney Mahyar Ghassemian.
Mahyar: Some of my largest clients have a policy that they set a set amount every month aside for legal expenses, because they understand that they need the advice of an attorney. What becomes really hard for people to see is the fact that once they get into a lawsuit, then they're going to have to be into it for a year and a half to two years, and everything, all of their life's belongings, can be put in jeopardy if they haven't spend a little bit of money upfront to protect it before it gets into a lawsuit, because lawsuits are very, very expensive.
Website: http://www.glgattorneys.com/
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New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Monday Jul 11, 2016
Monday Jul 11, 2016
Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!
Don Burzen, Positive Exits Business Consultant, discusses the important step of transitioning from President to CEO to focus on building sale value and make yourself irrelevant to day to day operations for ease of sale.
Transcript:
Don: I would suggest that an owner challenge any and all assumptions that you may have about the exit planning process. Most of these can be replaced with hard facts, or at least educated estimates that reflect reality, whether those are good or bad, as a basis for your future decision making. Recognize the fact that your business is an investment, whether it's the money you first put up to start it, the years of hard work you poured into it, or the earnings that you've reinvested over the years, it's an asset that may be the largest one in your portfolio, and it should be managed as such. To do so, consider transitioning from the position of president to that of CEO. Presidents run the business day-to-day, whereas CEO's focus on building long-term value. In a large corporation, the CEO works to increase that value for outside shareholders, in a closely held business, that value increase is for you and your family, and what better person could there possibly be to focus on that than you?
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Sunday Jul 10, 2016
Sunday Jul 10, 2016
Saturday Jul 09, 2016
Saturday Jul 09, 2016
Host: Bill Black. Devon Blaine discusses the importance of visibility, business publications, increasing sales, and predictability when planning an exit strategy. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
Friday Jul 08, 2016
Friday Jul 08, 2016
Host: Bill Black. Brian Turner discusses the importance of preparing before a lawsuit gets filed. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Wednesday Jul 06, 2016
Wednesday Jul 06, 2016
A 1 minute excerpt from a recent interview with Mark Flenniken. Hear the full interview by entering 'Mark Flenniken' into our search index atwww.ExitCoachRadio.com. We upload new content daily so check back often!
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Monday Jul 04, 2016
Monday Jul 04, 2016
A financial professional since 2002, and a business owner and entrepreneur for the 10 years prior, I have the experience with a vast array of issues, from the simple to the complex. My team and I have credentials including securities licenses, insurance licenses and finance, business and law degrees.
Kirk has been in the financial services/ securities industry 13years.
Kirk is a student of the economy and the history and events behind the creation of our current economy. I have studied cycles and the history of how the economy grows and why it crashes. I have done a lot of work and study in the gold and silver markets.
His experience and training enables him to provide the services clients need to grow and protect their savings, and establish an income stream for life. His services range from retirement-income and safe money planning to wealth preservation and transfer to Social Security maximization. Kirk's team also includes a dedicated CPA for all tax and business related issues and an attorney for all estate planning needs. I have also added a college planning expert to give you the strategies that will save you thousands of dollars on tuition, if you qualify. My dedication to helping clients prosper has resulted in a loyal, growing clientele.
“My mission is to help American families change the way they save and invest so that they have control of their money, independence and financial freedom.”
Away from work, I enjoy being a proud father of eight children and husband to the greatest woman on earth. I love reading about economic, military and world history and being a constant student in this ever changing world we live.
This Why Gold Could KeepCrashing
Gold is in a false setting at this point due to more than one reason. It will rise out of the ashes. The first reason is that people believe that the dollar is strong and the economy is improving. I see another recession. And we see people still heading to market even though we are at all time highs. As we have seen 1999, 2006 and 07, the herd usually wants to get in at the most comfortable spot.
I see a major crash coming and Greece was just the beginning. Greece was given a bandaid. And the bandaid was like the cheapest bandaid you could buy and it was wet. So as you know when it is wet it wont stick.
So I see the writing on the wall and we should start hedging against the market and start buying gold, have more cash and move to safety. I will go one step further and say have a little extra food in the pantry.
Silver on the other hand probably wont rise with gold as much as it did the last time. I see silver pegged to production and growth and quite frankly I don't see growth.
I don't want to be doom and gloom. But all i can say is be prepared for the worst.
The pundits have sold their lies for so long that they believe their own words.
We have been sitting at the poker table too long it is time to take your winnings and run. Buy gold, food and put a little cash under the mattress.
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Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
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Monday Jul 04, 2016
Monday Jul 04, 2016
Host: Bill Black. Audio library: www.ExitCoachRadio.com.
Transcript:
Sandro: When you are trying to raise funds through crowd funding, you never mention the money, you only mention the opportunity. It's the opportunity to belong. You know, somebody would love to spend $100 so they could get a credit on a movie. It's about being involved, people who are interested in projects but don't have their hands on opportunity, and how that's the internet can bring the world together. And, if you present it as an opportunity, you can do very well. But, also I would point out that if you don't have a Facebook or Twitter account, don't crowdfund, because it's all about reaching people on the internet. It's, like a say, a nontraditional way of fundraising. You won't meet most of your investors, but if you can present it right, it can really work well.
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Sunday Jul 03, 2016
Sunday Jul 03, 2016
Sunday Jul 03, 2016
Sunday Jul 03, 2016
Kate Azar is in the business of philanthropy advising and is going to talk about using strategic philanthropy to build yourbusiness and personal legacy.
Questions Answered:
1) What does the future hold for the philanthropic industry? What's new and exciting?
2) What is your biggest challenge?
3) Why does anyone need a philanthropic advisor?
Contact Info:
Website: www.socialgoodstrategies.com
Email: kate@socialgoodstrategies.com
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com
Sunday Jul 03, 2016
Sunday Jul 03, 2016
Host: Bill Black. Audio library: www.ExitCoachRadio.com.
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com
Saturday Jul 02, 2016
Saturday Jul 02, 2016
Host: Buck Blanton. Audio library: www.ExitCoachRadio.com.
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com
Friday Jul 01, 2016
Friday Jul 01, 2016
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Sunday Jun 26, 2016
Sunday Jun 26, 2016
Sunday Jun 26, 2016
Sunday Jun 26, 2016
Saturday Jun 25, 2016
Saturday Jun 25, 2016
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 SanRafael, 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.
Sunday Jun 19, 2016
Sunday Jun 19, 2016
Sunday Jun 19, 2016
Sunday Jun 19, 2016
regarding "Finding Strengths and Building Strong Teams"
Friday Jun 17, 2016
Friday Jun 17, 2016
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:
Cathy: For the two to fifty employer, you are not required to have group health insurance, but each and every one of your employees, because every person is supposed to have healthy insurance effective March 31st of this year. If you don't offer a group plan, then your employees will go to the exchange or marketplace, or coverca.com and buy a plan. They're not gonna like the prices, they're not gonna like the plans, and the big issue is going to be very small so their doctor or their hospital is probably not in the exchange. So, now, they're going to come back to you and say, "Mr. Employer, you need to put a group plan in so we can have the doctors and the hospitals we want to go to." My other issue is, if we have small business owners who have a group plan and they go, "Oh I'm gonna drop me plan and tell all of my employees to go to the marketplace." Again, they're gonna be upset, they're not gonna like it, and my big question is, Mr. Business Owner, do you really want to go to the exchange? Because if you don't have a group plan in place, you now have to go to these plans that have a very small network, and don't have all the doctors and hospitals that you want to go to.
We add new content daily, so come back often!
Sunday Jun 12, 2016
Sunday Jun 12, 2016
Sunday Jun 12, 2016
Sunday Jun 12, 2016
Tuesday Jun 07, 2016
Tuesday Jun 07, 2016
Jim Immel, Founder, Immel and Associates, Inc. discusses his experience as a Trusted Advisor and the need to prepare to have the answers to critical questions that spouses have of their Advisors when a death occurs.
Transcript:
Jim: One of the things that a lot of business owners are doing, is that they're heads down, they're growing their business, they're focused on the day-to-day. And they're, again, back to being very optimistic and looking at what they can accomplish. And risk management is just not natural to most business owners. One of the questions I like to ask to get business owners to just slow down for a moment, and to think, is to imagine for a moment that you had passed away, and week after your funeral, if I'm your most trusted advisor, your widow calls me and says, "Jim, I have a few questions, do you have a little bit of time?" What are those 5 or 6 questions that I should be prepared to answer that your wife might be asking me when she gets here? What are the things that we should prepare for? When I've asked that question to a lot of business owners, they realize that they're not ready for that event. The risk management planning, the contingency planning is pretty important, because what that really does, is it helps us start down the path of making sure the business is prepared in so many different ways. Because, if you think about it, it helps you prepare for a living buy-out, as well.
We add new content daily, so come back often!
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!
Monday Jun 06, 2016
Monday Jun 06, 2016
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
Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!
Sunday Jun 05, 2016
Sunday Jun 05, 2016
Jeffrey Verdon is a premier Asset Protection attorney. Here is a brief interview highlight.
Sunday Jun 05, 2016
Sunday Jun 05, 2016
Saturday Jun 04, 2016
Saturday Jun 04, 2016
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!
So many times we catch workers doing something wrong and ignore them when they are doing something right. Coach Randy Noe discusses another approach that reinforces good behavior. To hear his full interview enter his name in the search field.
Friday Jun 03, 2016
Friday Jun 03, 2016
Thursday Jun 02, 2016
Thursday Jun 02, 2016
Katherine Wertheim is the President of Werth-It, a resource for business owners that want to learn how to fundraise when they serve on a non-profit board of directors.
Thursday Jun 02, 2016
Thursday Jun 02, 2016
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 .
Wednesday Jun 01, 2016
Wednesday Jun 01, 2016
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!
Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!
Sunday May 29, 2016
Sunday May 29, 2016
Sunday May 29, 2016
Sunday May 29, 2016
Bill Black interviews Chris Scully,"Retiring Your Business"Listen to the live show Sundays at 10am and 6pm on AM830 in the Los Angeles area or listen to recorded shows anytime at ExitCoachRadio.com.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.
Sunday May 22, 2016
Sunday May 22, 2016
Sunday May 22, 2016
Sunday May 22, 2016