
Go to BPLOL.com for Bill's Humor Column "BlackPapers" on Substack.
On Exit Coach Radio, Bill interviewed over 1,200 advisors, 20 min each, always relevant, offering clarity and solutions for Business and Life issues.
Episodes

Friday Mar 01, 2024
Ahmad Munawar - Fix Your Pipeline in 90 days
Friday Mar 01, 2024
Friday Mar 01, 2024

Ahmad Munawar (AH-med MUN-ah-wahr) is the creator of the 90-Day Pipeline, a coaching program that helps B2B consultants and service providers fill their pipeline with 5- and 6-figure deals, without begging for referrals, wasting time networking, or spending a dime on advertising
“Clients should be lining up to work with me.” “I should be charging way more for the value I provide.” “I wish I could work with better clients who appreciate my expertise.” You might just hear something like this from a consultant or B2B service provider before they connect with Ahmad Munawar. As owner/founder of Boutique Growth, Ahmad helps consultants and professional service providers design a more predictable way to generate new business and consistently win 5-and 6-figure deals...without begging for referrals or wasting time with networking. Ahmad knows the frustration a business owner can feel when their business isn’t living up to its potential.
Today we talk about marketing and why you need to "put it on automatic". Through his proven 90-Day Pipeline system, Ahmad’s clients walk away with: 1. Radical focus on who they can deliver the most value to at the highest price 2. Powerful positioning that puts them head-and-shoulders above the competition 3. A step-by-step marketing plan to turn strangers into high-paying clients 4. More CONFIDENCE in their business than ever before

Thursday Feb 29, 2024
Thursday Feb 29, 2024

Our next guest is Kevin Berson of Kinected Consulting. Kevin is an M&A Advisor and strategy consultant serving lower middle market business owners by helping fundamentally improve their business and navigate the process of selling for maximum transactional value. He has over 25 years of experience and takes a holistic approach with his clients. During this time of radical change, he shares insight on how to increase valuation despite the crisis.
Businesses are affected in different ways depending on their industry - some are actually thriving, while others have come to a complete halt. One of the most essential pieces to a business going forward will be maintaining a healthy eCommerce facet that allows consumer-facing businesses to continue operations. As new guidelines are unveiled, businesses are finding they will not be able to operate at their pre-COVID capacity. Kevin shares real-world examples of what companies are doing to adapt, as well as discussing crucial actions business owners should take right now to increase their value. You do not want to miss out on Kevin’s extremely relevant expertise.

Wednesday Feb 28, 2024
How to Plan a Successful Ownership Transition (20m) Jane Johnson
Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
Jane Johnson of Business Transition Academy discusses her experience and gives us some valuable tips for Business ownership transition pre-planning.

Tuesday Feb 27, 2024
Tuesday Feb 27, 2024

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. Originally working as an emergency physician, he quickly realized that many of his most catastrophic cases could’ve been prevented by early action. Dr. Leonardi eventually shifted his focus to preventative medicine in order to help people avoid major, vitality-lowering health events. At the Leonardi Institute, his patients can invest one day into improving the quality of the rest of their life.
In his interview, Dr. Leonardi shares critical information regarding longevity, vitality, and maintaining a zest for life. He talks a bit about his hand-tailored process for creating nutrition plans for his patients, and also discusses some lifestyle tips you can use now. He also scientifically breaks down diet and disease causes, helping you make more informed choices about how you eat. Whether you want to be able to run your business for longer, or simply enjoy retirement with a cleaner bill of health, Dr. Leonardi’s expertise concerning wellness should not be missed.

Monday Feb 26, 2024
Roger Firestien - How to Be Deliberately Creative and Other Tips
Monday Feb 26, 2024
Monday Feb 26, 2024

This is a fascinating interview. Dr. Roger Firestien has taught more people to lead the creative process than anyone else in the world. His latest book Create in a Flash: A leader's recipe for breakthrough innovation is his sixth book on innovation. In a beautifully formatted book he shares the key things that leader's need to do to nurture their creativity and the creativity of others --To compete and be profitable in today's marketplace and with all of the changes facing us, you need big, creative solutions and you need them now. Thanks Dr. Roger! His website: click here

Saturday Feb 24, 2024
ALL STAR SATURDAY
Saturday Feb 24, 2024
Saturday Feb 24, 2024

We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!

Thursday Feb 22, 2024
Juan Ortega - Your Business Coach Sees Things You Can’t (F1017)
Thursday Feb 22, 2024
Thursday Feb 22, 2024

Transcript:

Wednesday Feb 21, 2024
Tawnya Gilreath - Increase Business Value 30% in the Year Leading up to Sale
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024

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.

Saturday Feb 17, 2024
ALL STAR SATURDAY
Saturday Feb 17, 2024
Saturday Feb 17, 2024
We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!

Friday Feb 16, 2024
Greg DeSimone - Strategy Simplified
Friday Feb 16, 2024
Friday Feb 16, 2024
Greg DeSimone of FocalPoint Business Coaching discusses how to think strategically about your business and stay on track with strategic initiatives.

Wednesday Feb 14, 2024
Marvin Smith - Bring Innovative Thinking to Your Business
Wednesday Feb 14, 2024
Wednesday Feb 14, 2024

Marvin Smith is the Owner/Principle of Deliberate Synergy. Deliberate Synergy is a company that focuses on bringing innovative thinking to people, products and organizations.

Tuesday Feb 13, 2024
Diana Henderson - Employees Behaving Badly
Tuesday Feb 13, 2024
Tuesday Feb 13, 2024

Diana Henderson follows up her previous interview entitled "Employers Behaving Badly" with these great insights.

Saturday Feb 10, 2024
ALL STAR SATURDAY
Saturday Feb 10, 2024
Saturday Feb 10, 2024

We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!

Wednesday Feb 07, 2024
David Avrin - How to Build and Position Your Business (F0118)
Wednesday Feb 07, 2024
Wednesday Feb 07, 2024


Tuesday Feb 06, 2024
Stephen Lynch - Meetings that Drive Business Execution
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024

Website: www.results.com
Email: stephen.lynch@results.com

Monday Feb 05, 2024
Lisa Walker - Planning Your Exit Pays Many Dividends (E222018)
Monday Feb 05, 2024
Monday Feb 05, 2024

Lisa Walker of The Performance Strategies Coaching and Consulting Team brings focus to small to medium size businesses in the Orange County area. They take a holistic view of a business looking at every functional area from HR to operations, leadership development, scalability, systems, financials to sales, marketing and customer service and find opportunities to improve performance. They then help business owners map out their Exit Strategy with an expert team of professionals.

Saturday Feb 03, 2024
ALL STAR SATURDAY
Saturday Feb 03, 2024
Saturday Feb 03, 2024

We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!

Friday Feb 02, 2024
Jason Lavin - Make Your Website Work for You (I1417)
Friday Feb 02, 2024
Friday Feb 02, 2024
Jason Lavin is the CEO of GoldenComm. He also teaches a series called Master Your Webmaster, which focuses on Internet Marketing and making sure that your website is working hard for you.
Questions Answered:
1) How long have you been in business?
2) Where are you located?
3) You were the "Fast Track Speaker of the Year" for Vistage - why do you think you won that award?
Website: goldencomm.com Email: jlavin@goldencomm.com

Thursday Feb 01, 2024
Z. Christopher Mercer - Valuation is a Moving Target (G2317)
Thursday Feb 01, 2024
Thursday Feb 01, 2024

Z. Christopher Mercer, of Mercer Capital, discusses how business valuation can fluctuate from time to time and why you need to stress-test your Buy-Sell regularly. Of particular note is Chris' Blog, and we recommend you check out www.ChrisMercer.net

Wednesday Jan 31, 2024
Terry Shope - Financial and Operational Preparation Prior To Sale
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
In this 20 minute interview, Terry Shope, Principal - MPL Consulting,Inc. discusses several ideas and strategies for Business Owners who are starting to think about their future sale. This interview has many tips that you can put into play right away!

Tuesday Jan 30, 2024
Vince Mastrovito - Causes and Solutions for Family Business Conflicts
Tuesday Jan 30, 2024
Tuesday Jan 30, 2024

Vince Mastrovito is the Owner of Prometis Partners Inc, a business coaching and exit planning firm. In this interview we discuss common causes for Family Business conflicts and how to address them.

Saturday Jan 27, 2024
ALL STAR SATURDAY
Saturday Jan 27, 2024
Saturday Jan 27, 2024

We hope you enjoy this 10 minute compilation of 1 minute tips from our past guests! Have a great weekend!

Friday Jan 26, 2024
Michael Koenigs - Tips on Surviving and Thriving from a Serial Entrepreneur
Friday Jan 26, 2024
Friday Jan 26, 2024

Mike Koenigs is an unemployable serial entrepreneur with a high-school education whose obsession with taking apart gadgets to figure out their inner workings started as soon as he could crawl. He quickly learned he has the attention span of a bag of gnats on amphetamines. His curiosity in tech, psychology, entertainment, storytelling, entrepreneurship, marketing,
and spirit has taken him to Uganda where he witnessed a woman dying of AIDS in a mud hut to the great pyramid in Egypt where he chanted in the king’s sarcophagus with Deepak Chopra and Wayne Dyer. He has played the didgeridoo in an IMAX movie, produced a feature film, started and sold five businesses from scratch, survived stage 3A colorectal cancer, and created a video game that shipped with six million boxes of General Mills cereal.
He believes entrepreneurship is an international language of peace, opportunity, freedom, and abundance.

Monday Jan 22, 2024
Dave G - What Good is a Part-Time CFO? (K0617)
Monday Jan 22, 2024
Monday Jan 22, 2024

Dave G (aka Dave Gajdzik), Managing Partner of Dave G CFO discusses the value of hire an experienced CFO part-time for business owners who do not have the budget for a full-time CFO.
Transcript:
Dave: In simplest format, I provide CFO services for those firms that have yet to justify the cost of a full-time CFO, and I like to take the position that every firm should have a CFO, but the reality is in a business somewhere between $3M and $50M, they really can't afford that individual because it appears to be an overhead function. That's where we come in and we fulfill that void that's there. So, I don't need to work there 40 hours a week, maybe it's only 8, maybe it's 12, maybe it's 4, it depends upon every client. It doesn't matter whether you're in construction, distribution, internet, manufacturing, non-profit, paper industry, we can address all of those based upon the as needed basis. You know, doctors, we'd like to have a doctor handy anytime we need them. Well, what is it? It's on an as needed basis. Most companies don't have attorneys on staff. What is it? It's on an as needed basis. So, the CFO is really in that same league as the attorneys and the doctors, and when you need them, you need that professional with the formally educated background and the experience. So that's what we fulfill and that's how we make it happen.

Friday Jan 19, 2024
Friday Jan 19, 2024

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.

Wednesday Jan 17, 2024
John Anderson - Make Your Business Attractive Well Ahead of a Sale
Wednesday Jan 17, 2024
Wednesday Jan 17, 2024

John Anderson of The Glowan Consulting Group shares great tips about being "sale-ready"

Tuesday Jan 16, 2024
Robin Waite - Fearless Business
Tuesday Jan 16, 2024
Tuesday Jan 16, 2024

Robin Waite of Fearless Business shares brilliant tips and strategies on how to "productize" a service business and stand out from your competition.

Monday Jan 15, 2024
Brant Cooper - What Are You Doing to Move Your Needle?
Monday Jan 15, 2024
Monday Jan 15, 2024

Brant Cooper, NYT best-selling author of The Lean Entrepreneur and CEO of Moves the Needle. Brant is an entrepreneur and intrapreneur mentor who's leading organizations out of the mental industrial age of asserting power and control methods into a culture of creativity, innovation, and lean methodologies to offer new value to customers, overcome growth plateaus, and empower individuals to make innovative changes.
Brant runs a team of four to produce a $2M ARR. Brant and I talk about his success milestones such as IPO, acquisition and rapid growth...as well as devastating failures. Be sure and read The Startup Bluebook

Thursday Jan 11, 2024
Janne Ohtonen - The 1 Reason Your Business Exists (C0118)
Thursday Jan 11, 2024
Thursday Jan 11, 2024

Janne Ohtonen is in the business of Customer Experiences and is going to talk about Customer Experience
Strategies.
Questions discussed:
What makes customer experiences so important?
How can companies ensure they are producing remarkable customer experiences?
What happens for organizations that do not put proper effort in customer experiences?
Offer:
Free online video training series for creating your own customer experience blueprint at http://bit.ly/cebbillblack
Contact info:
Email Address janne@ohtonen.fi
Website http://addvalueto.me

Tuesday Jan 09, 2024
John Bly - Cracking the Code to M&A Growth
Tuesday Jan 09, 2024
Tuesday Jan 09, 2024

Monday Jan 08, 2024
George Wunderlich - Mission Awareness
Monday Jan 08, 2024
Monday Jan 08, 2024

George Wunderlich is the Executive Director at the National Museum of Civil War Medicine. In addition to being a museum, the site is home of the Letterman Institute which specializes in advanced military medical management training and corporate management and mission awareness training.

Thursday Jan 04, 2024
Katie Wagner - Digital Marketing Demystified (F2718)
Thursday Jan 04, 2024
Thursday Jan 04, 2024

Katie Wagner of Katie Wagner Social Media clearly explains the best strategies to get potential customers to your website.

Wednesday Jan 03, 2024
Wednesday Jan 03, 2024
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

Friday Dec 15, 2023
Jim Immel - Legacy Decision Making
Friday Dec 15, 2023
Friday Dec 15, 2023

Jim Immel, of Immel and Associates, is a succession coach who truly put his clients first. Having an extensive background in the insurance industry, Jim asks unique questions that other advisors may not consider. In his time working in the insurance industry, he found that his clients were more prepared for death than life. This spurred Jim to make the eventual shift into coaching, and he now helps people imagine and achieve their goals.
In his interview, Jim talks about the importance of deeply understanding what his clients care about, and challenging the status quo. Knowing that the corner office can get lonely, Jim serves as sort of a business psychologist and helps business owners reflect on their past decisions in order to more strategically move into the future. He shares the value of listening and asking potent questions that facilitate a clients’ breakthrough. Jim also deciphers the phrase “key employee” and why they are critical to a successful succession plan. With over 40 years of experience, Jim has a huge collection of wisdom, and everyone can benefit from his expertise.
1 minute sections:
- 13:17-14:20: Talking about fight or flight thought mechanisms at play when speaking
- 14:53-14:54: Take them back before you take them forward - thinking about the biggest decision made 10 years ago and realizing how quickly that time went by
- 18:24-19:24: Talks about success in succession planning when able to retain talent/key employees
- 20:59-22:01: Distinguishing between key employee vs. critical employee - getting a better understanding of critical fixtures in business
Click the LinkedIn button to Share this interview with your contacts!

Thursday Dec 14, 2023
Todd Palmer - Fail Forward Leadership: the 4-step formula to success
Thursday Dec 14, 2023
Thursday Dec 14, 2023

CEO of Extraordinary Advisors, Todd helps his clients ditch their comfort zone, dive into their “failures,” and re-frame their mindset to be more authentic, transparent, and vulnerable to affect real change along the path to success.
In this interview Todd gave some great tips on how to initiate necessary changes in your life (or your business) and also helped with knowledge about how to find and keep great talent in these difficult times.
Click the LinkedIn button to Share this interview with your contacts!

Tuesday Dec 12, 2023
Kathleen Quinn-Votaw - People Continuity
Tuesday Dec 12, 2023
Tuesday Dec 12, 2023

Kathleen Quinn Votaw, CEO of TalenTrust, Author of Solve the People Puzzle and professional speaker talks about People Continuity.
Questions we discussed:
In these challenging times how should leaders "put people first"?
What tools do you recommend for leaders to understand the employee health of their organization?
What can organizations do to be prepared for the recovery?
Two special offers:
1. Take our free Talent & Culture quiz to inspect your companies culture health at https://talentrust.com/quiz/
2. Buy Kathleen's book, Solve the People Puzzle - Click here
Click the LinkedIn button to Share this interview with your contacts!

Monday Dec 11, 2023
Martin Staubus - ESOP Administration Costs Vary Widely
Monday Dec 11, 2023
Monday Dec 11, 2023

In this 1 minute highlight, Martin Staubus, Consultant - Beyster Institute at the Rady School Management explains that ESP Admin costs can vary widely so it makes sense to shop and compare when considering an ESOP.
Click the LinkedIn button to Share this interview with your contacts!

Friday Dec 08, 2023
Dan DeMuth - Secrets of the Golf Whisperer (G1017)
Friday Dec 08, 2023
Friday Dec 08, 2023

Dan DeMuth is an author, PGA golf professional, and owner of Secrets of the Golf Whisperer. He uses his professional skills and experiences to help show business owners the power of focus and how interactive learning promotes effective change in people.

Thursday Dec 07, 2023
Jonathan Goldhill - What Does it Take to Scale a Growing Company? (D1218)
Thursday Dec 07, 2023
Thursday Dec 07, 2023

Jonathan Goldhill is the “Head” Coach at The Goldhill Group, a strategic-planning and business coaching company in the Los Angeles metro area. He is a veteran business and management consultant, coach and advisor with almost 30 years experience.
Raised outside New York City, Goldhill moved to California at age 20 to start his journey helping entrepreneurs find their freedom. At 30, he started advising, coaching and consulting with entrepreneurs and business owners.
As a student of personal transformation experts such as Werner Ehrhard, Tony Robbins, Jack Canfield, T. Harv Eker and Brendon Burchard – AND as a student of entrepreneurship, leadership, and business – Jonathan has focused on helping leaders with humility to build their teams with humble, hungry and smart people.

Tuesday Dec 05, 2023
Jim Muehlhausen - Half Retire
Tuesday Dec 05, 2023
Tuesday Dec 05, 2023

Jim Muehlhausen, Founder of Half Retire, helps individuals maximize their business value via a strategy he calls Half Retirement. Jim noticed a trend of people reluctant to fully retire and sought to create a solution. Some business owners may lose their sense of identity if they are no longer at CEO status, and can tend to struggle to find ways to fill the day without the work they know and love. Meanwhile, some may simply struggle to sell the business for their magic number and remain in the business out of necessity.
In his interview, Jim describes what half retirement looks like in a practical sense, as well as what needs to happen in order to successfully half retire. He discusses the benefits of being able to drive up the value of your business while working less hours, and ultimately not losing money to transactional sales tax. Jim shares ways to design work away and be responsible for only the unique areas in which you cannot be replaced. He also discusses his upcoming book, also called “Half Retire,” which dives deeper into the concepts he’s outlined. If you desire to maintain a successful company and income while working less, Jim’s interview is definitely for you.
- 3:59-4:50: What is Half Retirement all about?
- 7:19-8:19: Some of the things needed to successfully half retire.
- 9:56-10:57: You cannot simply delegate your way to half retirement, you still need to bring your unique work.
- 16:22-17:15: Technology’s role in the half retirement process and business valuation.
- 18:30-19:28: Delegation costs money, but there are ways to design work away.
- Click the LinkedIn button to Share this interview with your contacts!

Wednesday Nov 29, 2023
Carol Marzouk - Executive Lion Taming and Why You Might Need It!
Wednesday Nov 29, 2023
Wednesday Nov 29, 2023

Carol Marzouk is always fun to have on the show. Here she shares some stories that illustrate how owners can sometimes be the worst enemy of the value of a business. If you hear her describing you in this episode - call her immediately! Here's her website link: click here

Monday Nov 27, 2023
Merry Neitlich - Marketing Strategies to Beat Content Fatigue
Monday Nov 27, 2023
Monday Nov 27, 2023

Merry Neitlich, Provisors member and Founding Partner of EM Consultants, assists firms and individuals with turning brands into sustained business development opportunities. She has been a business development consultant for over 25 years, specializing in only professional service providers. Merry is here to provide expert advice on communication and marketing. In a time where content fatigue is rampant and people are thirsting for the next step, Merry has tips to combat this increasingly common issue.
In her interview, Merry stresses the importance of staying current, and branding in a way that goes beyond just providing good service. Now more than ever, it is essential to walk the walk when it comes to diversity and inclusion. Merry suggests that in order to effectively communicate and market your brand, your strategies should be based on the needs of your client. It is critical to get in touch with your clients, and to do so in a way that doesn’t exhaust them. Merry sheds light on what the new normal may look like, as well as ways to improve your online presence both on LinkedIn and Zoom.
Link to “Standing Out in the New Norm” - https://www.jdsupra.com/legalnews/standing-out-in-the-new-norm-be-the-72665/
- 3:54-5:06: What do clients really want? Merry shares methods to beat content fatigue.
- 11:02-12:12: Importance of mixing up media when sharing messaging with clients.
- 12:55-13:57: Necessity of putting the client’s needs first.
- 16:16-17:05: Are you walking the walk and talking the talk when it comes to diversity and inclusion?
- 21:50-23:01: Potent tips for enhancing your image on video conference calls.
Click the LinkedIn button to Share this interview with your contacts!

Wednesday Nov 22, 2023
Aleen Bayard - Planning Your Exit Should Be Part of Your Annual Planning (L2617)
Wednesday Nov 22, 2023
Wednesday Nov 22, 2023
Aleen is a leadership development and executive coach. Her coaching approach is to help the client use the
coaching process to accomplish specific business goals. The sale or succession plan is one of the most
complex and emotionally-laden business scenarios she encounters.
Questions discussed:
What is the biggest issue you see when working with business leaders, especially those in the process of
contemplating a transition or exit strategy?
Do you suggest the clients hire someone like you personally or do you work with a larger executive team?
What is the most important lesson learned you can share with our audience?
Contact Info
Email:
Website:

Monday Nov 20, 2023
Vince Mastrovito - Bringing your kids into the business?
Monday Nov 20, 2023
Monday Nov 20, 2023


Thursday Nov 16, 2023
Alan Beaulieu - Prepare to Prosper Before the Next Great Depression (J2417)
Thursday Nov 16, 2023
Thursday Nov 16, 2023
ITR Economics is in the business of international economic forecasting and consulting.
Alan discusses the great depression coming to the US and what we can do to prosper by knowing this information.
Questions discussed:
Why is the Great Depression coming to the US?
Is it just the US?
When? Also, can anything stop it?
Contact info:
Email Address alan@itreconomics.com
Website www.itreconomics.com
Read his Book:
Prosperity in the Age of Decline
Print and ebook, Amazon and Barnes & Noble

Tuesday Nov 14, 2023
Rodney Hatley - Do I need to go Offshore for Asset Protection?
Tuesday Nov 14, 2023
Tuesday Nov 14, 2023

Rod Hatley of Chhokar Law Group P.C. discusses concepts related to Asset Protection and Wealth Preservation. We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .
Transcript:
Bill: There's been a lot of talk lately about different types asset protection strategies, especially from business owners who are going from a complicated business asset to liquid. Here's Rod Hatley.
Rod: Unfortunately, there are people out there who prey on the unsophisticated, and they will talk to you about going offshore, hiding assets, and evading taxes. And, unfortunately, that does happen, but I'm here to tell you, a change in the law some years ago, we can achieve a similar level of protection domestically. We've found that it makes a lot more sense to keep a client domestically, if they'd like to stay. Let me say it this way: asset protection, if it's done legally and ethically, it's not about hiding anything, it's about simply structuring the owner of the asset so that they're safeguarded from risk, nothing more, nothing less. And we can help clients avoid taxes, but we can't help them evade.

Monday Nov 13, 2023
Anthony Mulkern - The Secrets of Exit and Succession Planning
Monday Nov 13, 2023
Monday Nov 13, 2023

Click here to read this episode's transcript.
Anthony Mulkern, President of Mulkern Associates, helps CEOs, founders, and business owners increase their enterprise value through executive leadership training. Tony has over 30 years of experience as an executive coach and business consultant. He helps ensure that businesses which eventually go to market become part of the 20% that actually sell. Tony’s expertise will help you position your business to become far more valuable to buyers.
In his interview, Tony describes some of the many reasons that a majority of businesses never sell, and how you can get yourself into the category of those that do sell. Many business owners don’t realize that what they’re selling is an earning stream. He explains a bit about his methodology in coaching entrepreneurs on how to improve their enterprise value, and therefore become more attractive to buyers. Get a pen and paper ready for Tony’s extremely valuable tips.
- 4:17-5:34: An example of a reason why 80% of businesses that go to market do not sell.
- 6:14-7:11: Explaining why it is a problem if you wait too long to sell.
- 8:23-9:31: Why you need to be aware of potentially inflated business valuations.
- 14:14-15:17: Common mistakes that entrepreneurs make when hiring executives.
- 18:50-19:45: Some characteristics of businesses that will sell.

Saturday Nov 11, 2023
Pam Reyes - How to Build Cohesive High Performance Teams (E1817)
Saturday Nov 11, 2023
Saturday Nov 11, 2023

Did you ever wonder how some teams seem to be firing on all cylinders and others are limping along? Learn from Pam Reyes, Business and Leadership Advisor with over 20 years experience leading cross-functional teams, how you can build cohesive high performance teams based on strengths to increase profitability and reduce turnover.

Friday Nov 10, 2023
Paul Ousterhout - KPIs, Profits, and Exit Strategies
Friday Nov 10, 2023
Friday Nov 10, 2023
Host: Bill Black.

Friday Oct 27, 2023
Dan Miller - Living a Longer and Healthier Life (G0817)
Friday Oct 27, 2023
Friday Oct 27, 2023
Dan Miller is a nutrition and wellness coach and today he will talk about making a plan to live a longer and healthier life.
