Exit Coach Radio

 

 

 

 

 

 

 

 

 

 

Dr. Simon is a corporate anthropologist. Her business, SAMC, specializes in working with CEOs and companies that need or want to change. For today's talk, the topic is all about "corporate cultures and how they impact successful executive succession."

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

Bill Anton of CEOEffectiveness.com discusses leadership and transformation concepts. 

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Dr. Jerry is one of my favorite guests - he helps us learn how to make better choices for a healthy life.

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

Jeff Brown of Jeffrey Brown and Associates shares how he works with established companies (primarily distributors and manufactures) who are facing the challenges of minimum wage increases, benefit increases and companies who are seeing the margins shrink. He assists them in an area known as "Business Process Reengineering", helping them work more efficiently and yielding higher worker productivity and improvement in profits.

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

Bill Jenkins is the Founder and Senior Pastor of The Church of ACTS in Indianapolis and author of several books and instruction manuals. 

 

Questions discussed:

 

1. How many times is the number 15 mentioned in the Bible?

2. How is the number 15 important in today's world?

3. What are the 5 main themes the number 15 has that sets us up for success in 2015?

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

Jim Karas, of Jim Karas Personal Training, accidentally became a fitness instructor in 1986 and now has been a lifestyle expert for over 30 years. He’s authored several books, including “The Ultimate Diet Revolution,” and additionally secured his place as a well-sought after keynote speaker. Jim is a frequent contributor to shows like Dr. Oz and Good Morning America - he even was Diane Sawyer’s personal trainer and helped her lose over 25 pounds. While some may consider his approach to getting the best out of your mind and body to be controversial, he is prepared to tell you what others may not. 

Coming from the business world, Jim approaches well-being as though it’s a business plan. He knows the value of an individual’s time and that they’ll have a better chance for success when they’re most efficiently allocating their resources. Jim sheds light on how we should be eating to help our metabolism function best, as well as what exercise methods will prove to be most effective given a limited amount of time. He warns of weight loss methods that don’t necessarily keep the weight off, and may actually make it harder to lose weight again. As a TV spokesperson, he knows firsthand that mainstream media can be sensationalized and not 100% accurate, listen to Jim’s interview for the truth about diet and well-being.

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

 

 

 

Michelle Robin is a Chief Wellness Officer at Your Wellness Connection. Your Wellness Connection helps individuals, families and corporations connect with the innate ability to be well.

 

Questions discussed:

 

1) Why is sick care a booming business?

2) Why is wellness a trillion dollar industry but we are barely moving the wellness of our country?

3) What can my company do to help our employee's?

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

Wesley Belden discusses branding trends, individual vs. company branding, and how social media can help or hurt a brand. 

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S. 

Questions we addressed:

What are some of the steps that business owners can take in advance of a potential exit event?
What are some of the mistakes you've seen business owners make after their exit events, and how can they be avoided or minimized?
What does it mean when you encourage people to "graduate into retirement?"

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

Tim Templeton of Templeton Interactive shares tips and strategies to grow your business and discusses the hottest trends in social media today.

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Dee Elliott of DEC describes how she provides formal, structured Mentoring programs for corporations who want to move there employees up their track quickly, saving time and money through their proprietary process.

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In this 20 minute interview, Lynn Fulks, Principal Partner of Upstart Group LLC, discusses the tried and true methods er firm uses to help businesses develop effective marketing and branding campaigns. She explains a 3 stage process that requires thought and research (and investment) before resorting to tactics, and why most campaigns are doomed from the start.

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Lynn: I know most newer CEOs think of marketing as “the tactics”, it’s advertising, public relations,  it’s social media, it’s an email marketing campaign, but for marketing strategy there are three pieces: research, foundation, and then tactics and campaigns. And those marketing tactics are what I just talked about, advertising, PR, et cetera. And they should come last after you’ve done the other work. So, taking a firm’s strategic plan for the next three to five years, with an exit strategy defined, and then looking at the business plan for the upcoming year, what goals and objectives do they have outlined for the business in order to achieve their strategic plans, we’re gonna develop a strategic marketing plan to help meet those goals and objectives, and the first step in that is research.

 

https://Blackpapers.substack.com

 

 

 

Jim Brubaker shares tips, ideas and precautions in the area of Financial Planning for after your business sells.

 

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Joe Nicassio discusses a checklist of items you should be considering for your marketing efforts.

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Swami Tirtha is the Author of "The Hip Guru's Guide", and for the past 40 years he has been helping business owners and their families with natural health and stress management.

Transcript: 

 

Swami: There's actually a lot of wellness research that shows that when businesses take care of their workers by giving them wellness plans, for example, several things happen more than we even expected. First, of course, they start feeling better. Secondly, they start to feel a sense of purpose, which you wouldn't necessarily put those two together. They then become more productive, more involved with the company, productivity goes up, quality goes up, and then another thing that people say is, "well, maybe if the workers are healthier, we won't have to pay as much in medical insurance or medical care," which is true, but they also found they were able to reduce their medical insurance costs in places like Safeway, saving millions of dollars a year. Taking care of your workers improves your heart, your soul, and your pocketbook.  

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

Chris King is an issue resolution specialist & authentic presenter. He focuses no increasing the emotional quotient of your business and getting the most out of your employees. 

 

Questions Asked: 

 

1) What is an "issue resolution specialist/authentic presenter?"

2) What is the biggest problem with most companies today?

3) How can companies really differentiate themselves in a commoditized world?

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

Chris Bond of Murphy Business Financial Corp. discusses a recent business sale and the common needs of businesses to "survive" the founder to transfer successfully.

Transcript: 

Chris: Surviving the exit of the founder or the operators, that's the biggest key, and every client project I work on is heavily weighted toward good will, so the value is often in the name, the brand, the phone number, the web address, and a lot of what the founder or operator has built. So, it's difficult to transfer that. I've got a deal right now, a signed purchase and sale agreement, all ducks in a row, all pieces negotiated, lawyers have done their parts, the one snag is: final piece of financing for the buyer, and getting a bank to be comfortable with how heavily weighted this small publishing company is on the founder's knowledge as opposed to the books, and that's a challenge. We've got multiple banks looking at it, trying to get one of them comfortable with the buyer, who is so savvy and so talented that he's going to be able to grow the business beyond what the founder's built, never mind maintain what he's built. 

 

Tim Shurr is the President of Shurr Success Seminars and is an expert in human behavior and influential communication. Before helping Fortune 500 companies improve their corporate cultures through empowering managers with more persuasive forms of communication, he built an international reputation as an award-winning hypnosis and NLP Trainer! Tim is a regular guest expert on TV and radio and has authored 4 books including his latest, "Get Out of Your Way!"

Questions discussed:

 

1. What's the #1 way to influence others?

2. What's your best tip for building wealth through relationships?

3. What's the question most business owners ask for help with?

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

 

 

Angelo Poli is the founder of MetPro, an evaluation-based health coaching program specializing in physical transformations. Today he is going to talk about the metabolism and the ecosystem of transforming. Understand the role nutrition, exercise, and your personal metabolism play in transforming. Through this topic, you'll learn the best “starting actions” a person can take who wants to improve their body or health.

Questions we discussed the answers to:
1. Where does someone begin who wants to transform?
2. What is the biggest obstacle for people trying to transform? (you could make this question more specific to executives or leaders)
3. What are the most critical "life hacks" if you’re super busy?

MetPro has helped thousands of individuals transform their bodies by hacking their metabolism through our Concierge Coaching. After years of innovation and development, they're excited to bring you the same science and tailored strategy that their experts use, but now in the palm of your hand.  

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

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

We talk about the catch 22 the business owner can be caught in when a health issue or death arises.
How can business owners help their employees to be better prepared for a stress-free legacy?
How can the business owners make sure they are optimally prepared for all possible outcomes?

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

David Sherak discusses some of the many provisions of a Buy-Sell agreement to consider, especially the impact on your family and Estate Planning and Banking Relationships. 

 

 

Kip is president of Family Wealth Leadership; a wealth management and multi-family office firm, but unique in that they coach family members and future generations to mitigate the damage wealth can cause in family relationships. With that experience as a foundation, Kip is the author of a new book, The Legacy Family; Father, Son, and "Holy Coach"

Questions Answered: 

1. Why did you write this book and who can benefit from reading it?

2. The title is unique. Is there a story behind the title?

3. As a family's net worth increases, especially if that includes a family owned and operated business, does that create challenges and haven't the families already addressed these issues through the estate planning they have done with their attorneys?

4. Is this a self-help book?

Contact Info: 

Website: www.familywealthleadership.com

Email: kkolson@familywealthleadership.com

The book is available at Amazon, Barnes and Noble, Westbow Press, and www.kipkolson.com. If anyone is interested in meeting with us for a complimentary initial interview, we will give them a copy of the book.

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

Wendy Nolin turns "B" players into "A" players, and "A" players into Rockstars. She is going to talk about her upcoming book, Own Your Greatness, expected to be released later this summer.

Questions Answered: 

 

1) How did you come up with this topic or book idea? 

2) What does it mean to Own Your Greatness? 

3) What have YOU learned, Wendy, as a result of writing this book?

 

Contact Info: 

 

Website: www.wendynolin.com

Email: wendy@wendynolin.com

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

Toby Needleman, Vistage Speaker and Positive Psychologist, has been a Life Success Coach for over 4 decades. Toby helps people unlock their true potential and live lives full of purpose, passion, and meaning. Her expertise is in helping people grow younger and making the rest of your life the best of your life. Aging is inevitable, but a decline in the quality of your life is not, and Toby has the keys to audacious aging. 

In her interview, Toby shares ways you can create a quantum leap in your health, vitality, and fulfillment. She discusses strategies for designing the life you dream of going forward, in order to live the best years you can imagine. Toby describes the extremely powerful value of imagination and its position in helping reprogram your thoughts. Our minds have a vital role in determining our future, Toby explains the science behind this and how to leverage it to help achieve your dreams. You’re never too old to start living your dream life, and your future self will thank you for listening to Toby’s interview.

1-Minute Sections:

• 2:11-3:12: Personal awakening that she needed to either retire or rewire - and needed help doing it.
• 4:58-5:59: With a clear mental picture of success in mind, we can beat the inaccurate notion that aging means decline. 
• 6:19-7:15: Importance of the imagination and its tremendous value.
• 10:02-11:10: Thought exercise for changing your preconceived notions about aging.
• 13:30-14:38: Chemical feedback of emotions - the health benefit of having a good mood. 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

Steve Smith discusses Leadership vs Authority-  If you have authority in your position, does that mean you are considered a leader?

 

Questions discussed:
1 – What is the most important aspect about being coached?

 

2 – How does someone determine that coaching would be good for them?

 

3 – How long does it take to see improvement?

GrowthSource Coaching is a business and executive coaching firm that helps business professionals improve themselves so they can run and grow better companies.   

Website:   www.growthsourcecoaching.com

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

                                                                                                                       

 

 

 

 

 

 

 

 

 

 

 

Sometimes growing sales is counterproductive to growing the sale value of your business. Ken Sanginario explains.

 

 

 

James Wittmack is a Master Strategist at IntelliVest Advisors. James helps small to medium size companies prepare for exit by driving profitability through operational efficiency.

Questions Answered: 

1) What's your most interesting funding story?

2) What's your most interesting turn around story?

3) What's your most interesting start up story?

Website: intellivestadvisors.com

Email: jwittmack@intellivestadvisors.com

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

Claire Billingsley is a much-in-demand Speaker for a very simple reason - she helps Leaders develop thought and communication techniques that go beyond the competition.

Contact info:

Email: BillingsleyConsulting@gmail.com
Website: www.BillingsleyConsultingGroup.com

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

 

 

 

 

 

 

 

 

 

 

 

John Bly is an author and co-managing member of LBA Haynes Strand, PLLC. Today, he will discuss small business and the current M&A environment. 

 

 

 

 

In this 20 minute interview, Russ Williams, Founder of the Passkeys Foundation and the Ethical Edge, discusses several thought and ideas about the importance of the business community adopting and teaching ethical behavior. A very thought provoking and brilliant interview.

The interview was conducted by David Elliott, President and CEO of the Santa Ana Chamber of Commerce, on "The Chamber of Commerce Corner" a feature of The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

Wayne Pinnell, Managing Partner of Haskell & White, one of Southern CA's largest independently owned accounting firms, shares tips, ideas and precautions for business owners on their way to exiting their business.

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

Al Killeen is the President, CEO, and Founder of Integrative Mastery Programs. The business is a set of integrated programs and training for successful executives and organizations that focuses on

Leadership, Management and Coaching to create empowered, zealous cultures based on values.

 

Questions Discussed:

 

1. What is different about IMP?

2. Who are typical IMP clients?

3. How effective is the IMP system?

 

Contact Info: 

 

Email Address: alk@integrativemasteryprograms.com

 

Website: www.integrativemasteryprograms.com

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

Questions Answered:

1. What is the biggest bottleneck in a business?

2. What toll has the last 5 years (since the global financial crisis) taken on the business owner?

3. What is the 1 thing that a business owner can do RIGHT NOW to begin growing their business?

Contact and Offers:

CarlGould@7StageAdvisors.com for a FREE Business Analysis or Call 1-877-GO-7-STAGES

Carl's Book can be found on www.The7StagesOfSmallBusinessSuccess.com..and see Carl's video interview of each of the 7 Stages

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

 

 

 

 

 

Kathy Mondotte talks about her current projects, and the reward of following your passions with fervor and dedication. 

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

Sean Ponist, Owner of The Law Offices of Sean Ponist, has been in Criminal Law and now is a Civil Litigation Attorney. He talks about his experiences and what you should know in the event you need an Attorney.

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

 

Susie Japs, Managing Director at Wejungo and esteemed Provisors member, is in the business of helping business leaders restructure their teams to get better results. She leverages her strategic, authentic, engaging approach and interactive style to challenge business leaders on common beliefs about recruiting, hiring, retention, and performance. We all know that our best assets go home each night and we must pay attention to our employees for the best results. On the people side of things, Susie has great insight into what we may be overlooking when preparing for an exit. 

In her interview, Susie talks about three items companies commonly miss in their exit planning, and why having an exit strategy people plan is so important. She discusses various strategies that she uses at Wejungo to hire more effectively. Susie also details the areas to focus on when exit planning that you may overlook, but a buyer would certainly scrutinize. If the business couldn’t be handed over with ease, you may have a much harder time selling. She also walks through a valuable exercise for taking stock of your workforce and offers some powerful assessment tools. Susie’s expertise on working together more effectively could help your entire team’s performance, don’t miss out on her interview.

1-Minute Sections: 

• 4:08-5:03: 4 Strategies Wejungo uses to help businesses hire better.
• 5:55-7:08: Common mistakes companies make in exit planning.
• 7:13-8:18: Examples of businesses that were doing well but may not be valuable to buyers.
• 9:34-10:37: Transferability and taking stock of key people.
• 11:51-13:06: Overview of the Strategic People Plan.

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

Terry Hawkins, Founder and CEO of People in Progress Global, has been helping businesses build and use powerful systems, as well as shape workplace cultures, for over 25 years. Terry has been listed as one of the top 60 motivational speakers in the world and is also the author of “Why Wait to be Great? It’s Either Now or Too Late.” Originally finding success in Australia, after moving to the US, she found her old ways weren’t working. This led her to essentially restart from the ground up, and she has since come out the other side with a stronger business and even greater sense of purpose. 

Her passion is making a difference, and in Terry’s interview, she emphasizes the importance of having very clear goals and passions. She dissects the process of mastery and cites routines and well-structured processes as key players in goal achievement. While Terry’s personality helped her business growth in Australia, she found it to be exhausting and not effective in America, which sparked her to reconsider business as a system of processes. Rather than putting people on a pedestal, Terry encourages leaders to put tried and true processes on a pedestal, and let trusted people run the processes. A business may seem highly successful, but Terry’s information may help you break your own perceived glass ceiling and achieve levels you hadn’t previously thought possible.  

 

Join Bill Black for his weekly humor column at https://Blackpapers.substack.com

 

John Ferris, CEO of inVision Edge, a management consultancy focused on helping organizations innovate and grow. John has a mission to help leaders and organizations do great things —
whatever their definition of greatness is. He shares tips and ideas and explains the The Playbook Edge System, a do-it-yourself strategic planning framework designed to help businesses spend one day
creating a plan and the rest of the year achieving their goals.

 

Bruce McCombs, Mentor with SCORE in Orange County, discusses tips and ideas for building your business based on a solid marketing strategy.

 

Did you know that most business owner relationships suffer from a lack of communication? However, with a proactive approach Business Owners can help preserve and protect their business value by addressing conflicts and lack of communication early. Michel Zelnick, Business Therapist and Founder of The Zelnick Group, offers valuable tips and insights from his many years of helping owners address their differences and "wear the right hats" while attending to business matters.

 

Ed Eppley, Owner of The Eppley Group, has worked it from all angles, and he shares important information for leaders of all sizes of businesses. He's also got a book out called "Let's Be Clear"

 

Doug Gray, PhD, PCC has always focused on outcome-based leader development.  He has worked with over 10,000 leaders in multiple business sectors, schools and colleges, families and non-profits.  Since 1997, as CEO of Action Learning Associates, www.action-learning.com, his consultancy guarantees results using the globally validated AD-FIT protocol in workshops, assessments and executive coaching.  Doug is also a consultant with the Family Business Consulting Group, a leading business consultancy exclusively devoted to helping family enterprises prosper across generations.  Doug speaks and trains leaders throughout North America.  His most recent book is Objectives + Key Results (OKR) Leadership; How to Apply Silicon Valley’s Secret Sauce to Your Career, Team or Organization (2019).  This is his third book, written because his clients asked, “What really works?”  Doug and his family live near Nashville, TN, USA.

Here are some of the questions we discussed today:
1.  What is OKR Leadership?
2.  How are family business leaders driving our economy?
3.  How can leaders practice the HERO model during a global pandemic?

Get a pen and notepad ready for this next interview with Nada Lena, Founder of Rise Up For You. Nada is in the business of personal and professional development, and learned quickly that success is largely dependent on people. She began as a globally touring singer and dancer, eventually becoming an executive, and ultimately starting her company. Being in places where she didn’t speak the native language, she realized how important nonverbal communication is and she now applies her knowledge gained from being a successful performer to the corporate world. 

In her interview, Nada discusses, in depth, the four pillars of emotional intelligence. Many of us want next level success, but not all of us are actually willing to make the changes needed to get to that next level, and change starts from within. Nada knows firsthand that sometimes the truth may be hard to hear, but will lead to exceptional results. A well-developed EQ will lead to the ability to adapt to your environment and ensure the audience will understand your message. Now is the time to start making positive changes in your life, and Nada’s expertise will surely help you become more successful.

1-Minute Sections: 

• 5:34-6:44: Balancing introversion and extroversion - you have to understand the needs of the people in the room.
• 7:32-8:34: You don’t know what you don’t know - our assessment of ourselves isn’t always accurate.
• 11:56-13:00: Self-management is essential to emotional intelligence. 
• 13:31-14:39: Having a game plan, but being ready and willing to adapt to your audience.
• 16:24-17:14: Discusses the amount of time and effort it takes to shift behavior and see sustainable results.

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Chris Dirkers is an Action Coach and Solutions Expert. He shares some excellent ideas and tips for business owners who are thinking about preparing for their business transition and exit.

 

 

Click here to read this episode's transcript.

 

Stuart Friedman, President of PMA Progressive Management Associates, is an expert on improving workplace culture. After effectively helping a Fortune 500 company build a cohesive and strategic business model, he decided to start PMA. He now focuses on helping a number of the 10 million small businesses with 1-99 employees, as this is where he believes improved culture is the most important. Stuart knows firsthand that a company’s culture can make or break their lasting success.

 

Now more than ever people are concerned about what is in it for themselves. In order to appeal to everyone, we must speak in a way that they will truly hear. Stuart dives deep on his concept, “The Relevance Factor” and discusses how business leaders can use it to establish a more ubiquitously understood culture.  He also shares tips for people who may not own a business, but wish to enjoy their current job more. Stuart outlines some common misconceptions that lead to misunderstandings and lack of top-to-bottom alignment. A company will be most successful when its whole team is in line with the target and communicating effectively, be sure to listen to Stuart’s insight on improving your workplace culture.

 

1-Min Sections: 

• 5:47-6:47: People are not mind readers, leaders need to develop a culture rich in communication in order to get strategic success
• 8:02-9:14: Thoughts on inherent bias of people’s preferences/choices
• 9:33-10:34: Mistakes commonly made in communication with employees
• 12:04-12:58: Example based on telephone game
• 22:50-23:55: Break Free From Job Jail - tips for both employees and employers

 

Richard Munro of Newport Board Group discusses several obstacles to Growth that he sees in Companies he consults with.

 

 

John Bly is a Co-Managing Member of LBA Haynes Strand, LLC. Today, he will be discussing the topic of Mergers & Acquisitions. 

Website: www.lba-cpa.com  Email: johnbly@lbahs.com

 

 

Vince Mastrovito of Prometis Partners, Inc. shares valuable information regarding some of the issues family businesses face and their solutions.