Jim Muehlhausen - Are you ready to Half-Retire?

A strategy is rising in popularity called "Half-Retire". Is it for you? Jim describes the process and who it's best suited for. Visit www.halfretire.com for more!

Al Caicedo - Is Your Portfolio Ready for What’s Next?

Al Caicedo is President and Owner of CKS Summit Group, founded in 1996.Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years.

Jim McComb - 1 minute highlight

Here's a 1 minute highlight from an interview with one of our Guests. 

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Jerry Teplitz - Increase Your Brain’s Leadership Performance

Dr. Jerry V. Teplitz is in the business of Optimizing Brain Performance and he is going to talk about How toIncrease Your Brain's Leadership Performance to New Levels of Excellence. 

Questions Answered: 

 

1) What is brain performance?
2) How can you increase it?
3) Do you have any research validating your approach?

Contact Info: 

Website: www.Teplitz.com

Email: Jerry@Teplitz.com

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Steve Smith - Does Authority Make You A Leader?

Steve Smith discusses Leadership vs Authority-  If you have authority in your position, does that mean you are considered a leader?<?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />

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

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Start Your Exit Plan Early with a Vision of Your Future - Chris Kramer

In this 1 minute Highlight,  Chris Kramer, managing Director, Strategic Equity Group discusses a few key tips about how to start your exit planning.

Jim Immel - Clarity Helps You Ask The Right Questions L0517)

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!

Jim Immel, Founder of Immel and Associates, Inc. explains how Clarity is critical before implementing plans and being clear about your questions is key. 

Transcript: 

Jim: One of the things to realize is, that when we're helping these individuals, they could be asking the wrong questions. And, I just think that a lot of times what I see is that things move too fast, that we actually ask the business owner what they want, and we actually believe the answer that they give us. And, one of the realities is, they may tell you the answer to that, but they may have started down the wrong path by asking the wrong question upfront, and now they're starting to run down a pathway that might cause either themselves, from a tax stand point, or the employee standpoint, or even from a customer standpoint, it might cause some strife. And so to just really go slow upfront, the tagline I have is clarity, confidence, courage, really invest time on the clarity standpoint upfront, making sure that you ask the questions to get them to look at things a little bit different than maybe where they are. Find people willing to be challenged, the people that are willing to be challenged are also more likely to go through change. 

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Claire Billingsley - Brainstorming Secrets of Top Performers

Clair 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

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John Brown - What Business Owners Need to Know About Selling Today

Do you need tips about preparing to sell your business from a true expert? John Brown, the founder of Business Enterprise Institute (www.exitplanning.com)  discusses how today's economic headwinds increase the difficulty of exiting your business on your terms and conditions.

Questions discussed:

1.how can owners overcome headwinds

2. what needs to be done to overcome headwinds

3. who can help

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Michael Genevay - Being Green and Compliant

Michael Genevay discusses benchmarking, energy efficiency, and energy compliance for both current business owners and those looking to make an exit. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

Ricci Victorio - How to Bring Family Into Your Business

Here's a 1 1/2  minute preview of Ricci Victorio. 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!

Kaaren Hall - Self-Directing an IRA

Kaaren Hall is the President of uDirect IRA Services in Tustin, California. Kaaren helps people use their retirement accounts to invest outside of wall street into real estate, private stock, loans and much more! 

Questions Discussed:

1) Is self-directing for everyone?

2) What are the steps to self-directing an IRA?

3) How long does the process take?

Contact Info: 

Email Address: KHall@uDirectIRA.com

Website: www.uDirectIRA.com

Bonus Material: 

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Gary Kunath - Mastering Life Balance: How to Achieve Greatness at Home & Work

Gary Kunath is the CEO of GMK Holdings, a speaker, author, and a writer. Gary travels and speaks to major companies and universities on the subject of Mastering Life Balance. Today, he will discuss how to achieve greatness at both home and at work.

Questions Discussed:

1. How did you build a seminar for the 2nd in command at Cisco Systems, supporting his initiative on bringing humanity back to business?

2. What colleges have you spoken to and what has the reaction been?

3. Why do businesses care about mastering life balance now?

Contact Info: 

Email Address: gkunath@aol.com

Website: www.garykunath.com

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Chris Bond - Surviving the Founder is A Key to Business Transfer

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. 

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Pat Kramer - Press Releases: The Who, What and When

Pat Kramer, Writer - Writer For Hire, shares insights about the ideal times to send out a Press Release for maximum exposure.

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P. Christopher Music - How to Build Value in a Private Practice

The Econologics Institute provides financial education on financial and transition planning to owners of

professional practices. Through their Private Practice Millionaire Academy, they empower private practice

professionals to achieve financial prosperity and wealth. Today's talk is on how a private practice owner can

build a business to sell for maximum value.

Questions discussed:

What is the product of a financial advisor?

What is results-based financial planning?

What is results-based transition planning?0

Contact info:

Email Address christopher@econologics.com

Website www.pchristophermusic.com

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Moty Koppes - The Right Questions Can Change Your Life

Listen to this Master Certified Executive Coach as she explains how the questions make all the difference.

Transcript: 

Bill: An effective coach can change your game and can change your life. Here's expert Moty Koppes. 

Moty: People, when they come to coaching, they have already thought about what they want or what they have been dealing with. But, what is happening, where coaching is different from any other profession, is not just asking a question and really wanting to have an answer, it's asking such a powerful question that it's going to shift the frame of reference about who they are, their belief system, their knowledge of themselves, and how they perceive themselves. So by shifting their frame of reference, then they have what it takes, and all they have to do is apply that in order to get to where they want to be. 

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Tish Squillaro - People Alignment and Goal Setting

Jeremy Lurey - Developing Your Next Generation Leaders (L1317)

There are big differences between the thought processes of generations today and they require substantial thought to developing leadership strategies. Jeremy Lurey of Plus Delta Consulting, LLC addresses the issues and solutions. Listen to his full interview tomorrow morning!

Transcript: 

Bill: What are some of the upcoming challenges in leadership training? Here's Jeremy Lurey. 

Jeremy: The unique challenge in our multi-generational environment is that many of the next-gen leaders, whether their generation X or even gen-Y/Millennials that are coming up, while they're eagerly waiting those chances, they don't currently have the fundamental leadership skills they need to succeed at that higher level. And while this may seem like a foreign concept for a lot of baby boomers, who had a different lifestyle, different life path in their professional careers, many of those next-gen leaders have very different life goals and ambitions. And so, they might not even accept that presumed promotion, depending on what strings are attached to it, or under what conditions it's being offered. So leadership development, and especially succession planning, is a whole new ballgame in this multi-generational work environment. 

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Ed Eppley - How to get top performance from your key people

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

During this interview, Ed shares a link that you may find interesting. Here it is: https://www.perthleadership.org

Chad Peterson - Tips from a top business broker about selling your business

Maybe you think you know a lot about how you will sell your business. Chad Peterson of Peterson Acquisitions has sold many many businesses and shares his expertise.

Website:

https://petersonacquisitions.com/

LinkedIn:

https://www.linkedin.com/in/petersonacquisitions/

Recent Award:

https://bloggerlocal.com/national/reviews/best-business-brokers-sell-your-company

How to Sell Your Company (Free eBook offer)

https://petersonacquisitions.com/get-the-book/

Reb Risty - Update your marketing strategies for a new decade

Reb Risty of www.ReblMarketing.com joins us once again to discuss ideas for refreshing your marketing efforts.

Vince Mastrovito - Get serious about your systems

Vince Mastrovito of Prometis Partners once again shares valuable tips and precautions for business owners!

Tawnya Gilreath - Increase Business Value 30% in the Year Leading up to Sale

Tawnya Gilreath of LA Business Pros talks about a 12 month Value Driver process they use to Guarantee a 30% increase in the value of a business from the time they initially value your business.

Transcript: 

Tawnya: Basically, we put together a systematic process where we could help business owners that want to increase the value of their business before putting it on the market, and it is a 12 month program. Now, understand that some business owners are burned out and they don't want to wait 12 months. However, for those that do, we guarantee we will be able to sell their business for at least 30% more than the initial valuation when we started. So, when you think about that in terms of, if a business is worth $2M at the beginning, that means 12 months later, we guarantee that we're going to be able to sell it for $2.6M. 

Bill: So, by working with you and you coming in and saying, "You've got to fix this, put processes and systems in place, work on all these different areas," they're going to drive up the value of their business 30% and you guys stand behind that? 

Tawnya: We do stand behind that, and what we do is, let's go back to that $2M vs. $2.6M, let's say we only sell that business for $2.5M. Not only does the business owner derive the benefit of that extra half-million dollars in revenue from the sales price, but in addition to that, we refund all the consulting fees that he paid during that 12 month period, during that process. So it's absolutely risk free to that business owner. 

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Hans Sperling - Use Caution When International Buyers Come Calling

Hans Sperling, Attorney - Sperling Law Corporation discusses some of the precautions he helps his clients think through when International Buyers approach them for purchase of the business.

Transcript: 

Hans: I mean, I think, even in domestic transaction when you kind of see the money from working a long time to find a good buyer, people want to strike while the iron's hot. A lot of what we do is say, let's slow down a little bit and make sure we do this right. But, with international, as your saying, it's that much more risky. Yeah, they could be trying to get your intellectual property, that's very common, we protect you from that. And the other thing is, if you're manufacturing or you have some technology that might be sensitive, I mean it's not necessarily obvious, it's not necessarily a missile, it could be there's magnets, lasers, sensors, all kinds of things you might not think of as being military sensitive. There's a whole other area of the law that covers that, so that could be an issue. There's also something called a foreign corrupt practices act, which, when you're dealing internationally, you have to be very careful, because in some cultures, they might not look like bribes, but gifts and so are common, and you have to be really careful to stay on the right side of the law, especially US law. 

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Bill Jenkins - Using the Number 15 to Set Yourself Up for Success

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Marc Hankin - A Little IP Planning Solves Big IP Headaches

IP assets are important and planning for them is complicated --  but very necessary. Listen to Marc Hankin of Hankin Patent Law explain.

Find his full 20 minute interviews with the search bar.

We upload new content daily so please check back often!

Transcript: 

Bill: When it comes to intellectual property issues, there's always a lot to think about, and one of the best minds in the country is Marc Hankin. 

Marc: A little bit of planning will really prevent a big problem down the road, and intellectual property protection is somewhat confusing, you really should talk to someone who's a specialist at doing this, but not doing that costs so much more down the road because you haven't protected your most important asset which is your technology. You have to, first of all, protect your technology, protect your inventions, your innovation. Number two is worry about, when you're buying a product from someone else, whether you're a value edit reseller or distributor, if you're getting products manufactured for less money, for example, in China or somewhere else, when you sell those products here in the United States, you have to worry about whether someone has rights that can block you, and perhaps come after you and sue you successfully for infringing their rights. 

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Tim Voorhees - Minimizing Capital Gains with Advanced Techniques

In this 1 minute highlight, Tim Voorhees, Managing Partner - MatsenVoorhees Law discusses an overview of a tax reduction technique called "Capital Gains Split Dollar".

Transcript: 

Tim: We started with charitable remainder trust back in the 1980s, but the industry and the tax code have both evolved to the point where there are now much more sophisticated vehicles. One of the clever techniques we've developed over the last couple years is a solution referred to as, Capital Gains, Split Dollar. We simply have a client with an appreciated business have the buyer put the money in a trust for the benefit of our seller, our client, and when the buyer puts the money in the trust they receive a Split Dollar Agreement, so there's no current tax on the transaction. Moreover, if the client invests the money in the trust tax efficiently, there's only a very small tax, and the wealth grows tax efficiently, so the client can then borrow it out with tax-free loans throughout his or her lifetime, and know that the balance will pass tax-free to the children. And, when you look at the benefits of that type of Capital Gains, Split Dollar solution, you see that the client literally can have two, three, four times more wealth as opposed to just selling a business in a taxable transaction. 

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Linda Duffy - Manage Your Managers

In this 1 minute highlight, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the importance of focusing on the effectiveness of your Management Team.

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Gary Lillian - Hey, Sellers: “What’s Your Enterprise Value Proposition to Your Replacement”

Questions discussed:

For owners preparing to sell their businesses: what is typically their biggest challenge? 

An Enterprise Value Proposition. That’s kind of a new concept. What does that mean to someone who wants to get the highest possible value for their business in the near future?

“Transition obstacles”?  Can you give me an example?

Contact info:

Email Address glillian@reinventures.com

Website www.reinventures.com

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Phil Calhoun - Rising to the Next Level

In this interview highlight, Phil Calhoun of Beta Benefits discusses his new book, Rising To The Next Level, available on Amazon and at www.Risingtothenextlevel.com 

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Linda Yates - The Image of Distinction

Jay Beltz - Tax Benefits of a Pension Plan

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!

ExitCoachRadio.com - Great Advice from Great Advisors! 
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John Bly - Cracking the Code to M&A Growth

Z. Christopher Mercer - Building Value? Protect it First (L2217)

Z. Christopher Mercer, of Mercer Capital, discusses the importance of having a thorough Buy-Sell Agreement in place to protect what you work so hard to build. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net

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Jan Rutherford - Self-Reliant Leadership

Roger Royse - When in Doubt - Document Everything

Roger Royse, Attorney-Royse Law Firm discusses the importance of documenting everything. Unfortunately, the lack of good documentation is a common occurrence that leads to problems in his experience.

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Alan Zell - Understanding the Elements of Selling

Here's a past highlight from one of our Guests.

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Len Hornung - Letting Your Successor Succeed

A 1 minute excerpt from a recent interview with Len Hornung.

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Mary McElhattan - The Benefits of Taking a Big Risk

Mary McElhattan tells us something we need to hear repeatedly as business owners!

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Keith Brown - Family Leadership & Business Ownership

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Debbie Lundberg - Reversing the Slobification of America (L2817)

Kathy Condon - How to Take Advantage of Social Media

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Carole Krechman - Moving Your Company to the Next Level (L3017)

Carole Krechman discusses visibility, technology, and the ability to create a captive audience. Audio library: www.ExitCoachRadio.com. New content daily - check back often!

ExitCoachRadio.com - Great Advice from Great Advisors! 
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Craig James - Build Your Business Value with the Help of Your Peers

Craig James shares his tips and insights about how CEOs can benefit from getting involved in Peer groups. Contact Craig at craig.james@vistagechair.com

Jeffrey Appleman - What You Should do Prior to Your Decision to Exit (G2217)

Jeffrey Appleman  of B2B CFO discusses how to get ready to exit your business.

Contact Info:

Email Address: jeffreyappleman@b2bcfo.com

Website: www.b2bcfo.com

Paul Ousterhout - KPIs Drive Profits Today and Exit Value Tomorrow (G2417)

 

 

 

 

 

 

 

 

 

The KPI Guy is dedicated to bringing actionable KPIs to small and medium business. We turn data to dollars by designing, implementing and optimizing business performance metrics. You can't manage what you don't measure. Website: kpiguy.com  Email: paul@kpiguy.com

 

Chris Sprague - How Are You Wired? (G2517)

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

Need to work ON your business? Start with a free assessment at www.BizGrowth123.com

Peter Sahin - Beyond the Living Trust

Peter Sahin of Velasco Law Group shares some great tips and precautions. You think your estate planning is complete? Listen to this!

Greg Nutter - Building Business Value Through Predictable Revenue Growth (G2018)