Jeffrey Verdon of Jeffrey M. Verdon Law Group, LLC discusses asset protection strategies that do not require you to lose control of assets forever to work.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Jim Gitney of Group50 shares his views and tips on what Blockchain is and how it enhances a company's value.
To learn more, access these resources:
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Mark Deo is an organizational psychologist, Certified Family Business Advisor and CEO of the Family Business Advisors Network. They have worked with over 126 family offices and businesses for over 23 years. helping to ensure ongoing passive income to the principles. They do this by optimizing the performance of the management team to create consistent growth and increasing enterprise value.
Get Mark's Book:The Rules of Attraction: Fourteen Practical Rules to Help Get the Right Clients, Talent and Resources to Come to You!
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Vistage Worldwide is a tremendous asset for business owner members. But many members are overlooking an important resource. Here Ginger Anderson discusses the importance of joining and attending their Networks especially the Family Business Network for those in family businesses. I attended the meeting in San Diego this morning and it was very valuable for all attendees.
In this 20 minute interview, Martin Staubus, Beyster Institute at the Rady School Management discusses how an ESOP can be a tax-advantaged and effectiveway to sell and transfer your business to employees.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Bailey Smith of TLD Law joins us once again to share his wisdom and experience and help you avoid the top 10 Estate Planning mistakes he has seen people make.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Juan Ortega of Action Coach discusses misconceptions and realities of business coaching.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
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.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Patti Cotton discusses getting to the details, and how to engage clients and business owners with specific topics.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
Leslie Groene is the President of Groene Consulting in Huntington Beach, California. Today, she will discuss how your business can develop top line growth.
Questions Asked:
1) How does someone prioritize selling activities?
2) Why is having a goal and creating a plan so important?
3) What characteristics are crucial for today's business develop professional?
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
As more and more business owners contemplate their exit, a strategy is rising in popularity called "Half-Retire". Jim describes the process and who it's best suited for. Visit www.halfretire.com for more!
Reb Risty of www.ReblMarketing.com explains why most video campaigns aren't nearly as effective as they could be.
John "Murph" Murphy, founder of JK Murphy Advisors, specializes in heping business owners be prepared for all kinds of circumstances leading up the sale of a business. So what should an owner have prepared to discuss in case a serious buyer calls? Listen in to find out.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Rick Usher is a business attorney who often represents clients in the sales of small businesses and franchises. He discusses tips for selling your business.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Vince Mastrovito of Prometis Partners discusses many of the factors that make your business attractive to a buyer.
John Homas has many years of experience selling businesses (and preparing them for sale). However, things don't always work out perfectly and here he discusses a little know strategy for getting out from under SBA debt.
Pete Walsh, Founder of Family Business Performance Center, shares ideas and strategies for Family Business communications.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. For a free White Paper on Exit Planning text EXITPLAN to 44222.
John Nelson of www.CalCapPartners.com discusses what Venture Capitalists look for in a company and the weighting of each characteristic -- it's probably not what you'd expect!
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com, email him at billblack@ersi.biz or visit www.Ersi.biz
Vincent is the founder and president of Prometis Partners, he began his career in 1989 providing wealth management services. After two decades with Lincoln Financial Group, Vincent decided to become an independent advisor. During his years with his own firm Vincent found his true passion in working closely with business-owners on exit planning strategies and developed Prometis Partners to pursue his dream.
He has successfully completed advanced education through the Exit Planning Institute, Value Builder program and Pinnacle Equity Solutions that focus their education and training on how to best help business owners successfully transition out of their business.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
With a 10-year radio career overlapping 20 years in business consulting, marketing, and branding, Lisa Caprelli strategically uses content and message branding to grow companies. Known for inspiring business leaders to be innovative, she has helped businesses grow, including Fortune 500 companies. Her media career has included The Business Experience Show, The Free Money Hour, and other programs on stations like 97.1 FM, KFWB, KNX 1070, KFMB, and KABC, as well as real estate finance and motivational books.
Be sure and pick up a copy of her book "Color Your Message" on Amazon!
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Addison Adams of Adams Corporate Law, LLP discusses considerations for business owners who are planning to borrow, sell or go public.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Ken August is the founder and manager of August Law Group, P.C., a transactional law firm specializing in domestic and international corporate and financial transactions, securities and private equity investments, mergers and acquisitions, technology transfer, licensing and strategic alliances. His passion is helping companies navigate the world of international business transactions. This involves not only legal knowledge, but strong strategic planning skills, the ability to work well with C-level executives and boards, and an insight into culture, language, technology and business principles, and the role that each one plays in the context of international deal making.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Brad Leggett of www.LeggettSales.com returns to the show to discuss more in-depth recommendations on how to find, train, and motivate the right team, how to develop routines that make your CRM pay off, and a blueprint for productive sales meetings.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Terry Chambless of www.SCOREoc.org discusses Tips about how to form and use an Advisory Board to grow your business.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Lee Schwartz of Schwartz Profitability Group has helped uncork many operational bottlenecks in manufacturing and distribution companies. Here he shares tips, ideas and precautions about how he does it.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Paula Aragone discusses making the most of your property listing, including determining asset value and developing marketing strategies.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
When you invest in machinery, you want to get the most from your investment. When you devise a marketing plan you carefully measure your return on investment. Yet most employers don't look at one of their most significant investments - human capital - with the same eye on the return on their investment. In her 20 minute interview, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the important factors that lead to maximizing your Human Capital ROI.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Sam Kohn, CEO at National Equity Funding, discusses loan tactics, including obtaining appraisals, consultation, and exit strategies.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Dr. David Leonardi of the Leonardi Institute in Lakewood, CO, talks about the current state of medical technology and how it is helping us live longer, healthier lives.
Questions discussed:
1. That sounds like a lofty goal and, with all due respect, causes one to wonder if it's actually achievable. Can you expand on your methodology and the technology you use?
2. In terms of lifestyle can you share something with our audience aside from the traditional preventive information that's easily found elsewhere - something unique that they can put to use now?
3. What about for those listeners who might not be disciplined or motivated to change their lifestyle. Why isn't there a longevity pill that will allow us to have our cake, eat it too, and still live longer?
Contact info:
Email Address drleonardi@leonardiinstitute.com
Website www.leonardiinstitute.com
Bonus info:
Book: Alzheimer's, Memory Loss and MCI: The Latest Science for Prevention and Treatment. Yes, it's onAmazon or can be ordered at your local book store.
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Jim Doty of Doty Consulting talks about client situations he has encountered and exit planning readiness from a CFO's Perspective.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Mark Neilson is a Managing Partner at Accretive of San Diego. Today, Mark will discuss PinPoint FOUNDRAISING, a quickly emerging alternative fundraising program that creates a win-win scenario for donors and their corporate/business supporters.
Questions Discussed:
1) What is the evolution or purpose of PinPoint FoundRaising?
2) Why is this approach needed in the nonprofit community?
3) Where do you see this program going in the future?
Contact Info:
Email Address: mark.neilson@accretivesandiego.com
Website: www.accretivesandiego.com
Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Jeff Socha of Ark Financial Group discusses the value of financial education for up and coming business owners.
More and more, companies are hiring "experts as needed". Rich Cocuzzo, of Sales Velocity Advisors, explains how Business Owners can benefit from hiring Fractional Sales Leaders.
Vince Mastrovito of Prometis Partners is a frequent guest. Today we discuss the sometimes touchy subject of family compensation issues in a closely held business.
Patrick Renvoise, Co-Founder of SalesBrain and co-author of "The Persuasion Code", shares more interesting research and insights as to how we are persuaded to make decisions and why you need to know about it.
Vince Mastrovito of Prometis Partners is a frequent guest - here he shares ideas on family business culture and what you can do to create a culture that lasts.
Best-selling author ("Built to Sell") John Warrillow is back with new research that 3 or 4 business owners who sell regret their decision just one year after sale. He has developed a new assessment tool to help you beat the odds that is available at PREscore.com
Michael Alan Tate, author of "The White Shirt - Find Your Peaceful and Life-giving Career at Any Stage of Life", discusses how people of all ages can prepare successfully for a career move.
Harley Bjelland is a Top Employee Benefits Attorney providing counsel for retirement plans, health plans and executive compensation plans.
Questions Answered:
1) Why do people need a benefits attorney?
2) What kinds of things do you help people with?
3) What are the worst examples of problems with clients?
Contact Info:
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
Chris Kramer, Managing Director, Strategic Equity Group discusses the decisions and strategies that go into an exit plan and the critical importance of preparing well in advance to have the best options.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.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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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
In this 20 minute interview, Scott Robertson, President & Founder of Robertson Communications, discusses how to create a Brand that captures your customer's emotions. Scott has an extensive background in branding and shares numerous tips and ideas that you can start putting to work in your business today.
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Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com
