Exit Coach Bill Black interviews Top Advisors for Tips, Ideas & Precautions for Business Owners who want to grow and protect their company value and plan for a successful Business Sale or Transfer. Listen daily so you can be well-planned!
Episodes
Wednesday Apr 21, 2021
Wednesday Apr 21, 2021
Joining me again is Chris Larsen, the founder and Managing Partner of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. From there, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $225 million of real estate acquisitions. Chris is passionate about helping investors become financially independent.
Chris has some interesting perspectives about investing based on today's trends. Be sure to have a notepad and pen handy!
Thursday Apr 15, 2021
Thursday Apr 15, 2021
Email: singer@thsh.com
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
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
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Saturday Apr 10, 2021
Saturday Apr 10, 2021
Barry Moniak, Vistage Speaker and Organizational Therapist at End in Mind, helps leaders build synergistic, independent teams and systems. Barry’s specialty is helping business leaders break free from the day-to-day and keep their focus on the end goal. His method for achieving this, is to help construct a business model which can run without the leader constantly needing to keep their hands on the wheel, allowing them to build an identity beyond the workplace and more fruitfully retire. By assembling the right team, the results can be far greater and more profitable than individual efforts could be on their own.
In his interview, Barry dives deep on the value of creating a culture of synergy. When done correctly, the sum of the whole can be far greater than its parts. Barry also talks about how exit planning should be viewed like flipping a house - you are aiming to build the best house on the block. By gradually letting go of the wheel and testing the systems you’ve built, you can ensure your company can keep running without you there and thus be more valuable to potential buyers. This information can help not only your business, but also everything about your well-being in life, you don’t want to miss Barry’s expertise.
- 3:39-4:38: Drawing analogies to business using the example of someone preparing for a backpacking trip, as well as pilots.
- 7:29-8:23: Discusses common business goals and “what would it take to make that reality happen?”
- 14:03-15:16: “Corporate structure, in a way, stole the heart and sole of humanity...” and Barry also redefines business.
- 18:54-20:15: Synergy, the sum being greater than its parts, and an analogy to basketball.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Thursday Apr 08, 2021
Thursday Apr 08, 2021
Kerri Salls is in the business of early exit planning for owners of private and family run businesses.
Wednesday Apr 07, 2021
Wednesday Apr 07, 2021
Monday Apr 05, 2021
Monday Apr 05, 2021
With us once again is Joe Seetoo, Senior Vice President and Principal of Morton Capital Management. He has an extensive background as a chartered financial analyst, certified financial planner, and certified exit planning advisor, and works to create financial roadmaps that help his clients get the most life out of their wealth. Joe believes that a sustainable exit plan requires collaboration between all of a business owner's trusted advisors, which goes well beyond just focusing on investments or any individual area. In order to get a client where they hope to go, Joe knows he can’t be working in a vacuum and creates integrated plans tailored to each client’s goals.
In his interview, Joe emphasizes the necessity of business owners taking the time to educate themselves, and to not underestimate the exit planning process. He sheds light on the differences between a business that generates income, and a business that is valuable to buyers. If your business can’t be conducted without you, it is time to take steps to create systems that allow it to work without you, which in turn create value. Joe also shares insight on alternative investment strategies and focusing on elements you can control now in order to ramp up your valuation. Now is the time to scrutinize your bottom line and prepare yourself for the future, listen to Joe’s expertise for integrated, practical, and sustainable exit planning strategies.
- 5:10-6:19: Understanding clients more deeply and completely, then connecting dots to get to their goals.
- 6:59-8:01: Alternative investment strategies to benefit individuals more broadly and securely.
- 11:18-12:25: Identifying what we can and cannot control in exit planning - building value during Covid.
- 17:05-18:00: Our economy depends on proper exit planning - trillions may be at stake in the near future and well-informed succession and wealth transfer is crucial.
- 19:50-20:49: Don’t underestimate this process, take the time to educate yourself and create a proper team for successful succession.
Sunday Apr 04, 2021
Sunday Apr 04, 2021
In this 20 minute interview, John Brown, Founder and President of Business Enterprise Institute discusses some of the reasons why business owners put off exit planning, and why exit planning will be harder in the future for many business owners than it was 10 years ago.
Thursday Apr 01, 2021
Thursday Apr 01, 2021
In 2001, Charles Nenner founded, and is president of, the Charles Nenner Research Center. Mr. Nenner has provided his independent market research to the following entities all over the world: hedge funds, banks, brokerage firms, family offices, and individual clients. Mr. Nenner worked for Goldman, Sachs & Co in NY, from 2001 to 2008. Before that time, Mr. Nenner worked exclusively for Goldman, Sachs & Co. in London, where he served as a technical analyst for Goldman’s fixed income trading group from 1998 to 2001. From 1997 to 1998, he served as the head of trading research at Rabobank International, and from 1992 to 1994, he was head of Market Timing at Ofek Securities in Tel Aviv. Mr. Nenner served as Director of Research at Windsor NY between 1987 and 1989, and was a Financial Consultant with Merrill Lynch out of its Amsterdam Office from 1985 to 1987. Mr. Nenner initiated a system of pattern forecasting and securities analysis, and developed a computer program which takes many indicators into account, including Mr. Nenner’s use of proprietary cycle analysis. Mr. Nenner graduated from Maimonides College Amsterdam in 1972, and from the University of Amsterdam Medical College, where he earned his medical degree in 1984.
Friday Mar 26, 2021
Friday Mar 26, 2021
Jim McComb, a Pathfinder at Wild Card Strategy, is in the business of helping others find certain success in an uncertain future. Wild Card Strategy evolved as he began to work with business owners, and found their biggest problem was dealing with future uncertainties. He specializes in working with leaders to strategically plan, develop, and execute business tactics that factor in plausible wild cards. Jim defines “wild card” as anything, either positive or negative, that may disrupt life as we know it, and therefore change the way we can do business.
Though Jim’s interview has been resurrected from a few years ago, his information is more relevant than ever. The only thing we can be certain of is constant change, and Jim proposes that by identifying possible wild cards, we can plan ahead and prepare strategies for these events ahead of time. The most successful people are able to anticipate the future and get there before their competition does. Jim shares various examples of forethought and innovation that led to revolutions in how we do things, as well as ways of looking at negative change as an opportunity for positive growth. Additionally, Jim shares the one thing that truly drives all business, and how you can find it. Jim’s impressive foresight and wisdom may be the key to growing and adapting your business in ways you never imagined.
- 5:56-6:51: In a chilling moment from the past, he talks of the ebola outbreak and how diseases can potentially affect business in the future.
- 9:13-10:14: Defining success in your own terms as a path to becoming a “winner.”
- 11:52-12:47: “Those who can anticipate the future and get there first are the winners...”
- 12:58-14:13: Describes “The Crystal Ball” - the one thing that will drive all business.
- 17:24-18:40: An example of how to find success despite the negative wild card event happening
- 18:58-19:56: What opportunities may be created by a plausible wild card? Disruption can fuel new ways of doing business - extremely relevant to today’s crisis.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Thursday Mar 25, 2021
Thursday Mar 25, 2021
Scott Hunter, President of Unshackled Leadership, helps leaders reach a mindset of success and helps improve communication within the workplace. Originally starting as an engineer studying law, eventually Scott was working as an IP lawyer but couldn’t keep a secretary and lost his wife. He knew something had to change, so he became devoted to learning all he possibly could about improving his communication and life skills. In an effort to turn full-time learning into a viable career, he founded his coaching company, Unshackled Leadership.
In his interview, Scott shares extremely valuable tips for more effective communication. When communicating, we all want to be acknowledged, appreciated, heard, and known, so the most important component of effective communication is being an empowering listener. Scott talks about the importance of turning off your own internal voice, and giving people your undivided attention. To Scott, success is based on having a group of happy, excited people working towards a clear, common vision they’ve all committed to. Scott’s information is vitally important to helping improve your own attitude, as well as employees’ perception of their workplace.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Wednesday Mar 24, 2021
Wednesday Mar 24, 2021
Brynson is the Director of Franchise Sales at uBreakiFix, an electronic device repair franchise.
He works with:
• Existing uBreakiFix franchisees
• Carrier dealers
• Prospective franchisees
• The franchising industry
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
Internet marketer Michael Caroff paid his way through college (and a bit beyond) playing clubs and teaching guitar.
He then went to work for the legendary guitar company, Fender, where he started Frontline magazine, a publication he produced for 8 years. Subsequently he worked for The Phelps Group -- a full-service advertising agency -- as an account rep and later a Web production manager.
While at The Phelps Group, Michael launched an Internet marketing and development company, Caroff Communications.
For the last 25 years, Caroff Communications has produced more than 100 Web sites, and done online marketing for clients in a variety of business genres, including law, finance, medicine, retail, nutrition, and a myriad of other fields.
The company specializes in cutting edge responsive websites, as well as SEO (Search Engine Optimization) and PPC (Pay-Per-Click) marketing. As a Google Partner company, they are certified experts in digital marketing strategies and tactics.
For the last 19 years Michael has played guitar for a Santana Tribute band called Savor. His band has performed for audiences as large as 6,000 people in more than 50 different cities in California, Arizona, and Nevada.
Monday Mar 22, 2021
Monday Mar 22, 2021
My guests today are Anthony Faso and Cameron Christiansen, founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. Anthony and Cameron are passionate about empowering families and business owners to create passive income and build wealth without the risks of Wall Street.
A few areas we addressed in this interview:
Three reasons typical financial advice is flat out wrong for most investors • The million-dollar mistake: Why you should never pay cash for real estate • What is Infinite Banking, how to Become Your Own Banker • What is financial freedom and how to achieve it • How to use Infinite Banking in real estate to increase cash flow and pay less in taxes
Saturday Mar 20, 2021
Saturday Mar 20, 2021
Soyini Coke is the Founder and Principal of Annona Enterprises. Today, she will discuss the benefits of planning, and why it's so important for success.
Wednesday Mar 17, 2021
Wednesday Mar 17, 2021
Chris Larsen is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single family rental at age 21. During his subsequent career in the medical device industry, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $225 million of real estate acquisitions. In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer.
Some of the areas we touched on in this interview:
How losing his father and best friend inspired Chris to quit his quest to become a professional cyclist and become an investor • Using the “infinite banking” concept to establish a family bank and supercharge investments • Why Chris believes multifamily real estate is the “Holy Grail” of real estate investing • How Chris’s background in engineering has influenced his investing • What metrics are most important when evaluating investments
Tuesday Mar 16, 2021
Tuesday Mar 16, 2021
Miranda McCroskey is the founder and lead attorney at Unlock Legal. Unlock Legal is a law firm that focuses on criminal defense and professional license defense for Californian's in trouble with their licensing boards.
Here are a few questions Miranda answered in her interview:
1. What kind of licenses do you defend?
2. What can you do for licensees in trouble with their boards?
3. What differentiates you from other attorneys who do what you do?
Contact Miranda for a Free Consultation - visit www.UnlockLegal.com
Saturday Mar 13, 2021
Saturday Mar 13, 2021
Back with us again is Jennifer Peek of Peek Advisory Group. She started her company 10 years ago and specializes in aiding female business owners with their exit plan, but today shares useful information for anyone seeking clarity in these uncertain times. As the economy has come to a screeching halt, it can be hard to know when and how it will come back. Jennifer offers some practical examples of adaptation, as well as insight on what we may see in the coming months.
The big question on everyone’s mind right now is “what does the new normal look like?” While no one has a clear answer to this, Jennifer has valuable insight on what we might expect. She shares her observations on the different obstacles faced by service-based industries and product-based industries, as well as predictions of consumer habits. Jennifer also mentions the idea that there may be ripples still to come that we haven’t seen yet. Her expertise is priceless in this unfamiliar economic climate and you don’t want to miss Jennifer’s interview.
Tuesday Mar 09, 2021
Tuesday Mar 09, 2021
Today’s guest, Jennifer Katrulya, is a Partner at Citrin Cooperman and is considered a pioneer of the outsourced/virtual CFO, advisory, and accounting services space. She is credited with helping hundreds of companies in all phases of growth implement best practices and position themselves for profitable and successful ROI at exit. Jennifer is a nationally recognized strategic and operations advisor for high-growth technology, service-based, and healthcare companies who are committed to choosing to achieve results over making excuses. Welcome to the show, Jennifer!
1. You are a CPA, but you focus on helping companies as a Chief Operating Officer, an Operating Partner, and/or often as part of helping a company with their business development strategy. How did your career evolve, that has led you down these paths?
2. What should a business owner or company do today, if they know they want to build toward the optimal exit?
3. What are you seeing company leaders do right now, that you wish you could change?
Listeners who contact Jennifer on LinkedIn or by emailing jkatrulya@citrincooperman.com will receive a complimentary ROI Mastery Best Practices e-book, and an invitation to our next ROI Mastery Bootcamp, which starts March 22nd.
Monday Mar 08, 2021
Monday Mar 08, 2021
Carl is the coach of all coaches and the mentor of all mentors, having personally trained over 7000 people in the business - more than anyone else in the country! A business growth expert, author, speaker, and serial entrepreneur, Carl’s career started by accident when he broke his leg and dropped out of his undergraduate accounting and finance program. He needed a new path so he turned to what he knew best- landscaping. Carl scaled that business into a 7-figure business and then sold it in 1992. He has now built three multi-million dollar businesses -all before age 40. Carl has mentored CEOs of some of the biggest companies out there including Walmart, IBM and the US Army. He has also authored 3 best-selling books on business strategy and growth (most recently Biz Dev Done Right). Carl is married with three children, lives in New Jersey, and co-hosts the Quit & Get Rich radio show.
In this interview Carl shares a wealth of knowledge about how to adapt during COVID and how to increase your business value!
Saturday Mar 06, 2021
Saturday Mar 06, 2021
Marty Jacknis, President of Opportunity Maximizers, Inc., is a highly rated professional speaker, author, entrepreneur, and trainer who helps individuals and organizations gain and maintain a competitive advantage in their chosen markets and endeavors. He’s previously worked for companies like IBM and has worked among the top business leaders in the world. Marty’s life was changed when he realized he needed to figure out why what he was doing was working, and he became proactively introspective. Marty has experienced first-hand the value of identifying and seizing opportunities.
In his interview, Marty talks about self-limiting belief systems and how often you can do things just because you didn’t know they couldn’t be done. Marty also mentions a few ways to find new opportunities right away. Looking at the whole picture, rather than just one department, is also essential according to Marty. He shares various tried and true methods for improving negotiation and collaboration. The minute we slow down, our competition will catch us, listen to Marty’s interview for ways to constantly innovate and take advantage of new opportunities.
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Friday Mar 05, 2021
Friday Mar 05, 2021
Click here to read this episode's transcript.
Mike Goodfriend, President of Goodfriend & Associates, is a teamwork engineer, leadership coach, and a meeting facilitator. Mike has always considered himself a student of strategy, teamwork, and leadership. He now trains teams to leverage these skills in order to mine and uncover business opportunities. Mike and his team bring some fun competition into their methodology in order to foster growth within organizations.
In his interview, Mike describes the ways in which he helps teams become more cohesive and seize new business opportunities. Mike explains the unique team development workshops he hosts, which he calls “Teamwork Sharks.” He discusses how this helps people discover new ways of identifying and presenting business opportunities. He also shares the importance of detailed data analytics. An effective company will have strong values from the top down, so be sure to tune into Mike’s tips on how you can refine your leadership team.
- 3:00-4:07: Using data analytics effectively can be a game changer, like in Major League Baseball.
- 9:23-10:28: Introducing Teamwork Sharks Leadership Development courses as a way to teach effective business plan presentation and encourage strategic thinking within leaders.
- 11:42-12:32: An overview of Mike’s strategies for leadership coaching.
Thursday Mar 04, 2021
Thursday Mar 04, 2021
Tony Martignetti is a leadership coach, entrepreneur, idea generator, and people connector. He brings together practical experience, formal training, and extreme curiosity, to elevate leaders and equip them with the tools to navigate through change and unlock their true potential.
He loves guiding people to find clarity in their lives, so they are energized, fully present, and unstoppable. When leaders unlock their potential and lead from a place of inspired purpose, they impact and inspire everyone around them. He has dedicated himself to helping people live an inspired life.
Before becoming a coach, He was a finance and strategy professional with experience working with some of the world's leading life sciences companies. Along his journey, he also managed small businesses and ran a financial consulting company.
Tony is the host of The Virtual Campfire podcast and is currently writing his first book, "Climbing the Right Mountain: Navigating the Journey to An Inspired Life."
Wednesday Mar 03, 2021
Wednesday Mar 03, 2021
Christopher is a peak performance expert and professional speaker, who has devoted his life to helping high-achievers manage stress, increase productivity and have more energy.
Here are several questions/topics Christopher answers and addresses in this interview:
1. How have you been able to transition from a real estate career to professional speaking and coaching successfully?
2. How have you been able to overcome your Learning disability (education system)?
3. How to hit your personal peak performance levels.
4. How to manage stress, increase productivity and have more energy.
5. Common mistakes people make when trying to transform their life.
https://www.christopherdedeyan.com/en/coaching/
Tuesday Mar 02, 2021
Tuesday Mar 02, 2021
Todd is CEO of Extraordinary Advisors. He 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, we discuss Todd's path to success and his new book From "Suck to Success: A Guide to Extraordinary Entrepreneurship"
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
Jeff Blackman is a Hall of Fame Speaker and Best Selling Author of "Peak Your Profits". He's also an award-winning Business Growth specialist, and in this interview he shares great insights and tips into how you can lead your employees through tough times.
Monday Feb 15, 2021
Monday Feb 15, 2021
A lot is being discussed these days about "right-sizing" office space to deal with some of the changing trends. Corey has a lot of thoughtful insights and suggestions that you will find interesting in this interview!
Sunday Feb 14, 2021
Sunday Feb 14, 2021
In the field of Exit Planning for business owners, the original organization focused on this topic is a company called BEI. For the last 25 or 30 years, BEI has been training professional advisors to do comprehensive and customized planning for business clients, and then equipping those advisors with software and tools to manage each client's Exit Planning journey.
Today I'm joined by the President of BEI, Elizabeth Mower. Elizabeth leads BEI in fulfilling its mission to help business owners benefit from their life's work, and she's joining us today to talk about what she sees happening right now in terms of owners of closely held businesses creating plans for the future. Elizabeth spent the first phase of her career working directly with business clients, but for the last 15 years or so, she has been dedicated to helping advisor deliver better outcomes to their clients.
In this interview we discuss the answers to these questions:
Are business owners doing more or less planning for the future during the COVID-19 pandemic?
What would you say are the ways that the current situation for owners is the same as it was during the Great Recession, and in what ways are things different today?
A lot of business owners are more busy and more stressed out these days, and if we assume that's true regardless of geography and industry, are you seeing any trends or bright spots that would help a business owner take steps today that move them toward whatever it is they want the future to look like?
BEI has a massive amount of content for both business owners and their advisors available for free at BEI's website, which is ExitPlanning.com.
Business owners can also ask their most trusted advisor for a plan that is powered by BEI's planning platform. If they want to find an advisor who is specially trained in Exit Planning, business owners can go to ExitPlanning.com and use the Find an Advisor tool under Resources. Or, to get started in thinking about the future, business owners can take a look at BEI's most recent book, which is called ExitPlanning: The Definitive Guide. You can go to ExitPlanning.com/definitiveguide (or even to Amazon) and get the book. It comes with online self-assessments and checklists that business owners can use to start to map out their futures.
And for professional advisors, we suggest that they go to ExitPlanning.com and follow the blog, listen to BEI's podcast (it's called Why We Plan) or learn more about BEI's tools and resources for advisors.
Saturday Feb 13, 2021
Saturday Feb 13, 2021
Our next guest Dana Dattola, Owner of Weaver & Associates, is a third-generation property and casualty insurance broker. She is a certified insurance consultant and a certified risk manager. Dana’s agency often serves as the risk management department of privately owned, growth-oriented businesses who see the value of risk management. She aims to simplify the insurance process, making sure their clients understand the risks and their insurance policies so they can confidently make business decisions.
In her interview, Dana sheds light on insurance in the time of Covid. She discusses business interruption coverage and what you should do if you have it. Dana shares what is happening with employer liability and workers’ comp due to Covid. She also has an offer you don’t want to miss. Among all the uncertainty, be sure to listen to Dana’s expertise to help you stay informed.
- 8:27-9:24: Many agencies are being bought by larger agencies, meaning some of the personal service is being lost and boutiques are doing well.
- 10:00-11:10: Insurance and Covid - do you have business interruption coverage?
- 12:55-13:56: What is happening with insurance right now due to Covid and what you should do now.
- 14:37-15:49: Workers comp is going to pick up - insight on employer’s liability for employee’s health.
Friday Feb 12, 2021
Friday Feb 12, 2021
Wednesday Feb 10, 2021
Wednesday Feb 10, 2021
Sonni Sabahi, Managing Director of ICM Capital Markets, Inc., specializes in whole loan trading and investments. He’s been in the financial and real estate industries for nearly 25 years. ICM Capital Markets, Inc. began in 2008 following the market crash. With the current crisis, his profession is extremely relevant as banks need cash to survive.
Sonni describes how a residential whole loan fund works and why it can be a good alternative to the stock market as an investment. He shares how defunct loans can become revenue sources for investors. Sonni also explains why the current crisis has led to problems for big banks and how to gain assets at a discount. We always hope to bring new ideas to our listeners, so if you’re looking for new investment ventures be sure to listen to Sonni’s insight.
5:00-6:00: An idea of what Sonni does at ICM Capital, Inc.
7:02-8:06: Covid crisis and investment opportunities due to liquidity issues.
11:13-12:15: Discussing this form of investment as an asset class which is not bound to the stock market.
Tuesday Feb 09, 2021
Tuesday Feb 09, 2021
Sunday Feb 07, 2021
Sunday Feb 07, 2021
Kristen Allott is the owner of Dynamic Brains, a company that optimizes brains for high stake events for better decision making, creative problem solving and health.
Monday Feb 01, 2021
Monday Feb 01, 2021
Lisa Caprelli, Author and Host of the Happy Lifestyle show, shares some great tips on how to live a happy and balanced life.
Friday Jan 29, 2021
Friday Jan 29, 2021
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.
Thursday Jan 28, 2021
Thursday Jan 28, 2021
Chris Yonker shares tips about how to create a Family Business Succession plan while still being able to enjoy Thanksgiving dinners together.
Check out Chris's book available on Amazon: Soul Intention: An Executive's Guide to Building a Life by Choice, Not By Chance
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Tuesday Jan 26, 2021
Tuesday Jan 26, 2021
Aaron Weiner is the Sr. Vice President of Bailes & Associates. Aaron is in the business of Commercial Real Estate Brokerage and focuses on tenant representation.
Monday Jan 25, 2021
Monday Jan 25, 2021
George Hicks, Chief M&A Officer of TheM&A Brokers shares several tips and stories about how to have a transferable business so that you are able to "ring the bell" and sell successfully.
Sunday Jan 24, 2021
Sunday Jan 24, 2021
Vincent Mastrovito of Prometis Partners is a frequent and popular guest. Here, he reveals some of the key reasons why business owners fail to sell their business, and what they can do about it.
Friday Jan 22, 2021
Friday Jan 22, 2021
Listen to Daily interviews and tell your Business Owner friends!
Thursday Jan 21, 2021
Thursday Jan 21, 2021
Wednesday Jan 20, 2021
Wednesday Jan 20, 2021
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.
ExitCoachRadio.com - Great Advice from Great Advisors!
Listen to Daily interviews and tell your Business Owner friends!
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
Bill Black interviews Jennifer Holland of Holland People + Brands, who shares the importance of building a memorable , powerful and substantial brand.
Saturday Jan 16, 2021
Saturday Jan 16, 2021
Friday Jan 15, 2021
Friday Jan 15, 2021
Monday Jan 11, 2021
Monday Jan 11, 2021
In this 20 minute interview, Pat Kramer, Writer - Writer For Hire, shares tips, ideas and stories about how she has helped numerous clients to effectively increase their business and exposure through well-crafted and well-timed Press Release and Publicity campaigns.
Friday Jan 08, 2021
Friday Jan 08, 2021
Vince Mastrovito of Prometis Partners once again shares valuable tips and precautions for business owners!
Thursday Dec 31, 2020
Thursday Dec 31, 2020
Back once again is Rod Hatley, of Hatley Law Group, one of the top firms in San Diego. Rod is an estate planning attorney who dealt with a 7-year probate when his father passed away. Now his passion is helping families avoid probates and courtrooms when the inevitable happens. Rod’s approach to estate planning is viewed through the lens of asset protection and he aims to help his clients make informed choices. Rod knows how stressful the transition after death can be and he hopes his clients don’t have to go through what he has.
In his interview, he discusses estate planning in reference to the current pandemic and what you should be doing now. Estate planning isn’t just about what happens after death, but also planning for the transition process if you or a loved one were hospitalized and no longer able to make decisions or conduct business. Rod describes various necessary documents for a wide range of circumstances, as well as the importance of regularly updating your existing plan. When fear takes over, logic goes out the window, so it is important to be responsible and well-informed. Estate planning will not cause your death to come more quickly, so be proactive in preventing unneeded stress and let Rod’s expertise help you.
1 minute sections:
- 6:54-7:46: Talking about the necessity of building a dynamic plan and maintaining it
- 16:20-17:23: Explaining how he puts his clients first and projecting some upcoming needs regarding estate planning
- 18:07-19:08: Starts describing his top 3 tips - explains the difference between will and trust
- 19:55-20:48: Estate planning doesn’t make you die any more quickly, but instead is the responsible choice to leave your family in a better position
We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com
Are you and your Company Transition-Ready? Click Here for a free report & assessment!
Monday Dec 21, 2020
Monday Dec 21, 2020
@KandyWilliams, one of the Founding Partners of Forward Counsel LLP, shares what is happening to business sale transactions and how you can prepare and minimize the impact of #COVID-19. Kandy is a member of @Provisors and the firm also handles Partner and Shareholder disputes, and Real Estate transactions as well.
#ExitCoachRadio
Are you and your Business "Transition-Ready"?
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Friday Dec 18, 2020
Friday Dec 18, 2020
Andrew Bennett believes a business's ability to thrive flows from its leaders. Leaders create the conditions for people to access their potential. Through consulting, coaching, speaking, training, and writing Andrew helps leaders create workplaces that unlock the power of the human mind and spirit. Today he’ll be talking about Transformational Leadership.