Exit Coach Radio

Soyini Coke - Planning Pays: It's Powerful, Practical, and Profitable (C1918)

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. 

Questions Asked: 

 

1) Strategic Planning is very often viewed by business owners as an exercise for large businesses. How can they make it both relevant and profitable in their operations? 

 

2) If a CEO doesn't want to do a 50 page business plan or strategic plan, what are your recommendations for how they can get some benefits?

 

3) What are some of the financial results you've seen business owners get from a great plan?

 

Contact Info: 

 

Website: www.annonaenterprises.com

Email: soyini@annonaenterprises.com

  

 

Chris Larsen - the Holy Grail of Real Estate Investing

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

Miranda McCroskey - Is Your Professional License at Risk of Getting Locked Up?

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

 

Jennifer Peek - Exit Strategies for a Supply and Demand Chain Reset

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.

 

Jennifer Katrulya - Mastering Your ROI

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.

Carl Gould - Adapt and Grow!

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!

 

Marty Jacknis - Opportunity Blindness

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!

Mike Goodfriend - Make a Difference in Leadership

 

 

 

 

 

 

 

 

 

 

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.

 

1-Minute Sections:

• 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.

 

Tony Martignetti - Which Mountain Are You Climbing and Why?

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."

Chris Dedeyan - Transition Steps

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/

Todd Palmer - Is COVID Happening TO You or FOR You?

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"

 

Jeff Blackman - Peak Your Profits

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.

 

 

Corey Udkoff - Is Relocation in Your Future?

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!

Elizabeth Mower - Business Owner Exit Planning Trends During COVID-19

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.

Dana Dattola - Insurance and Covid

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.

1-Minute Sections: 

• 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.

 

Sonni Sabahi - Business Relationships, Investing, and Saving Money

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.

1-Minute Sections:

3:04-4:10: What is a whole loan and trading investment?
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. 

 

 

JJ Richa - The Interim CEO's role (F2818)

JJ Richa of Business Vision Advisory shares the role of an Interim CEO.

 

Lisa Caprelli - Five areas to achieve balance, happiness and fulfillment in life

Lisa Caprelli, Author and Host of the Happy Lifestyle show, shares some great tips on how to live a happy and balanced life.

 

 

 

 

 

Chris Yonker - The Art of Navigating Family Business Succession

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!

Aaron Weiner - What You Don't Know About Your Lease Can Hurt You (K0417)

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. 

Questions Answered: 

1) "Real estate leases are long and full of fine print and legalese. How much of it is really negotiable?"

2) "Can you give me an example (or a couple of examples) of a lease clause that tenant's don't pay much attention to that can be negotiated to their benefit?"

3) "Most tenants equate high image with a fancy location and high rent. Are there other considerations they should be taking into account?" 

Contact Info: 

Website: aaron.weiner@weinerproperty.com

Email: aaron@bailesre.com

 

George Hicks - Prepare early to ring the bell (F1618)

 

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.

 

Please share this interview with your Social Media contacts!

 

 

Vincent Mastrovito - Exit Readiness: What it is and Why it's Critical

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. 

Tish Squillaro - People Alignment and Goal Setting

In order to achieve success in business, a company must participate in people alignment and goal setting. Tish Squillaro of Candor Consulting does just that and more, which she will explain in today's episode. 

 

Questions Discussed:

 

Why the name CANDOR?

What is your greatest accomplish with a client?

What is head trash index?

 

Contact Info: 

 

Email Address: tish@candor-consulting.com

Website: www.candor-consulting.com

 

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

Bill Eckstrom - Sales Growth is About the Sales Leaders, Not the Sales People (I1117)

Bill Eckstrom is the President of EcSell Institute. EcSell Institute is a research based organization that helps sales departments drive more revenue by working only with sales leadership--not sales people.

 

Questions discussed:

 

1. If sales departments want to grow sales, why do you say it more about the leader versus the sales person?

2. Why has there not been much emphasis on developing managers/leaders, but yet so many resources are dedicated to the sales person?

3. What should sales leaders be doing differently if they want to grow sales?

 

Contact info:

 

Email: beckstrom@ecsellinstitute.com

Website: ecsellinstittute.com

 

 

 

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. 

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

Jennifer Holland - Do Your People Live Your Brand? (I1917)

Bill Black interviews Jennifer Holland of Holland People + Brands, who shares the importance of building a memorable , powerful and substantial brand.

 

 

 

Craig Weber - Conversational Capacity (L1817)

Craig Weber is the author of Conversational Capacity: The Secret to Building Successful Teams that Perform When the Pressure is On. He's going to talk to us about the subject of conversational capacity and its importance to management, leadership, and teamwork.

 

Questions discussed:

 

1. What do you mean by conversational capacity? 

2. Why is conversational capacity such a difficult thing to create?

3. Given its importance, how do we build it?

 

Contact info:

Email: weberconsulting@earthlink.net

Website: www.weberconsultinggroup.net

 

 

George Hicks - Maximize Your Value

George Hicks brings over 30 years business experience to the Merger & Acquisition profession. He is a CBI (Certified Business Intermediary) and a CBB (Certified Business Broker) and has been selected by the International Business Brokerage Assn. and the California Assn. of Business Brokers to lecture his peers on business Mergers and Acquisitions.  

George is qualified in the California Superior Court as an Expert Witness in Mergers and Acquisitions. He has been awarded an Industry Expert designation by the publishers of The Essential Guide to Pricing a Business, published by Business Brokerage Press. George has owned multiple businesses, mastering execution of the sales, marketing and operational disciplines that drive value in the business transaction world. He has received multiple awards for being the top producer in both dollar volume and quantity of deals from one of the largest brokerage offices in the country. His transactional experience has made him a sought after speaker and author for business media, educational institutions, peer associations and industry trade groups. 

George says that transactional experience combined with creativity and execution, result in maximizing value and getting businesses SOLD. 

 

We do 3 things: 

 

1) Sell businesses 

2) Provide business valuations 

3) Help buyers find the right business for them.

 

 

The ABC's of Great PR - Pat Kramer (I1217)

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.     

Vince Mastrovito - Is your Business Overly Dependent on You? (G1618)

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

Please share this interview with your Social Media contacts!

 

 

 

Rod Hatley - Essential Tips for Stress-Free Estate Planning

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!

Kandy Williams - How does Covid-19 Affect Your Business Transactions?

@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"? 
Go to ExitOnline.org or Text EXITONLINE to 44222 for a free checklist and Assessment!

 

Nat Read - How Your Company Can Prepare for a Natural Disaster (K1017)

Nat Read is the principal at Read Communications, which provides counsel on government relations and crisis management. More information can be found at www.natread.com. 

Nat discusses what kinds of preparation are common to all major disasters, disasters that most businesses don't consider, and how long a business should be prepared to hold out in case of a disaster. 

 

 

Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 

 

Amanda Scott - Recruiting Trends and Tips

Amanda is the Founder and President of Solution Harbor, Inc. She has been recruiting since 2002 and places management to executive
level employees with her clients in California and nationally.

Amanda is an experienced entrepreneur, having successfully started two companies, including Solution Harbor, Inc., which has been in business since 2010. Amanda has a proven method and makes long lasting placements. She has never had to utilize her replacement guarantee in her 18 year career. Amanda and her firm place management and executive level employees in operations, human resources and finance. Amanda has a BA degree from SDSU in Philosophy.

Amanda is a daily meditator and practices yoga several times a week. Shebelieves strongly in bringing her yogic principles of mindfulness into her business and strives to do what is right for her clients and her candidates.

Recruiting is a deeply personal and important process for any business as well as employee, and Amanda really cares about the human aspects of her profession.

Here are some of the questions we asked her to answer:
1. What are some misconceptions about hiring with all of the unemployment we are hearing about?
2. How can employers overcome candidates' fear in the hiring process regarding the pandemic and general uncertainty?
3. What are some new trends with remote workers?

Kim Daly - Which Franchise Opportunity Is Right For You?

Kim is a Franchise Expert, a Business Coach, and a Motivational Speaker.

She Inspires people to achieve their dreams of small business ownership through the perfect franchise opportunity.

We discussed answers to the following questions:

Why is franchising is a good investment even in an uncertain economy? 
What is the real value proposition of a franchise?
How does one figure out what is the best investment for their goals, finances and dreams?

Kim's  service is FREE!!! Check out her web site to learn more: www.thedalycoach.com

Nina Stillman - Estate Planning for Business Owners

Nina Stillman is an estate planning attorney, Provisors member, as well as CEO and Owner of The Stillman Law Group. Nina helps business owners keep the promises they make about taking care of their families using estate planning and business law. Being raised by an entrepreneurial father, Nina got her MBA at the dinner table and has unique insight into the business aspect of estate planning. Many business owners tend to forget that the business is a part of their estate, and leaving this out can cause a nightmare for your family. 

In her interview, Nina discusses why you should take some simple steps now in order to avoid disaster down the line. The emotional toll of losing a family member can be dramatically amplified by not having a plan worked out. Nina shares some insider tips for ensuring your assets are distributed with growth in mind. Without careful consideration, you may inadvertently leave your loved ones with a mountain of taxes or other responsibility they may not be prepared for. Estate planning is an inevitable fact of life, take the time to be informed and use Nina’s expertise to your advantage.

1-Minute Sections:

• 7:15-8:27: Talks about necessity of estate planning early along with what considerations to make.
• 13:44-14:47: Emotional toll of losing a family member can be amplified by not knowing what to do with the business. 
• 15:19-16:35: All assets are not equal - careful planning and distribution is essential.

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!

 

Billie Shepard - It's Time To Sharpen Your Presentation Skills

Billie delivers a coaching experience that transforms how an actor acts and business people communicate.  Clients have said, “It seems she has a mysterious or supernatural power that influences the creativity, confidence and best abilities of a speaker or performer.  What Billie does is magical.”
Billie has been a professional actor for over forty years, appearing in lead roles in Equity productions, featured television appearances and numerous national and regional commercials.  An acting coach for decades, she founded two acting academies and five acting workshops in four states. Billie has produced and hosted guest-artist workshops including such notable instructors as Academy Award winner, Alan Arkin.
Twenty years ago Billie had an idea. She founded Billie Shepard & Associates, leveraging her acting experience and unique training methods into the business arena; transforming corporate speakers into influential leaders. Her clients include Facebook, Uber, Intuit, Rackspace, Lockheed Martin, as well as many financial and medical research companies. This March Billie had another idea! She merged her presentation-training methods with the virtual needs of our times and created a powerful blend of the two; training business people how to enhance their VIRTUAL presentation skills.

Her book: The Billie Shepard Presentation Method, describing her methods, and participant breakthrough stories of success, recently launched on Amazon.

Billie is a Dean’s Scholar with a BA in Creative Arts and Masters in Theatre Arts from San Jose State University.

BILLIE’S WEBSITE: WWW.BILLIESHEPARD.COM

Questions we tackle in this interview:
1. How did you transition from acting and coaching acting to coaching virtual presentation skills in these big corporate arenas?

2. Who is your typical customer?
I deal with greatest folks. They are all accomplished, smart, hard-working, courageous and yearning to improve.  We have fun and we ALL learn something from each other. When participants learn the techniques of Present-moment Awareness and practice them, their FEAR EVAPORATES. It is then that authentic, creative communication is freed. We discover each one of us is a genius.

3. How did and do you deal with re-inventing yourself?
Face Fear: Techniques that have helped me.

TIP: The best investment you'll ever make is in yourself. Learn how to communicate!

Lisa Walker - Getting Your Business to Run Without You (E0317)

Lisa Walker is an executive and business coach with ActionCoach.

Questions Answered: 

1) What challenges do you typically work on with a business owner on? 

2) What are the keys to getting my business to run without me?

3) What areas of the business are key for systemization? 

Contact Info: 

Website: www.actioncoach.com/lisawalker

Email: lisawalker@actioncoach.com

 

 

 

 

 

Mikki Williams - Pivoting During COVID-19

Download a PDF Transcript of this interview: Click here

Our next guest, Mikki Williams, is a self-proclaimed “sequin in a world of khaki,” a transformational storyteller, and has a lengthy list of esteemed achievements. Mikki is a Hall of Fame and TedX Speaker, Master Chair for 2 Vistage Advisory Boards, listed as one of the best speakers in the country by Meeting and Convention Magazine, noted by Forbes as one of the most sought-after executive speech coaches, serial entrepreneur, and has spoken on every continent except Antarctica. In this time of change, Mikki has been re-energized by the opportunity to pivot her business model. During these rare circumstances that forced her to pause and think about the future, Mikki asks us to do the same. 

In her interview, Mikki suggests taking a step back and looking at your business to find what you already have that is relevant now and may not have worked before. It is crucial to identify what today’s situation has done to magnify previously untapped opportunities. She shares the importance of identifying your mentors and truly learning from them. As a professional storyteller, Mikki also has some indispensable tips for improving your virtual presentation techniques. You do not want to miss this conversation with Mikki.

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!

Beth Rautiola-Bitar - Will Your Exit Be a Success Story? (D2018)

Beth is a Partner with Zeppos Rautiola, LLP. She is general counsel for business owners. She counsels on routine corporate maintenance, entity selection, liability protection, corporate growth and development. She creates and assists with the implementation of exit strategies, buy-sell agreements, business planning/strategy, leases, and design of plans for general wealth accumulation and preservation by utilizing tax planning and strategic growth techniques. 

Please share this interview with your Social Media contacts!

 

Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz

 

 

 

Kathy Dawson - Succession Planning - How to Hire Top Talent (E1518)

Kathy Dawson, CEO of Dawson & Dawson National Search & Staffing, has been helping businesses find the perfect hire for 35+ years. In this interview, she shares her wisdom and tips for finding, hiring and keeping employees who are likely to be "key" to your business success.

 

 

Show host Bill Black helps business owners develop Succession & Exit plans. Learn more at www.Ersi.biz

 

Barry Seaton - Smart Strategies to Maintain the Value of Your IP Assets (G1718)

Barry Seaton of Seaton Law Group shares brillliant and value ideas about protecting and defending Intellectual Property.

 

 

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

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

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.

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!

 

Andy Gole: Exponential Sales Growth and Emotional Intoxication Through Urgency Based Selling

 

Andy Gole of Urgency Based Selling shares important information for raising your sales results.

Craig Redler - Are your Assets Exposed?

Craig Redler of the Jeffrey M Verdon Law Group has a unique perspective on Asset Protection planning. Listen to his story!

Jeremy Lurey - Strategies for Building Your High Performing Virtual Team

Back with us again is Jeremy Lurey of Chief Exec Coach and Family Legacy First. He aims to increase job satisfaction and personal fulfillment in companies, and make a difference in businesses that make a difference. He got a jump start on building successful virtual teams after an earthquake in 1994 rendered many employees’ commutes impossible. Jeremy has found that ultimately, our virtual teams are still just teams, but they require more structured processes and increased dependence on technology. 

During this time of reinvention, Jeremy’s knowledge is invaluable for those trying to navigate the virtual environment. He shares ideas on inspiring productivity and high performance from afar. Jeremy also expresses the importance of flexibility and understanding during this time where everyone is adapting to drastic change. As virtual workplaces quickly become the norm, it is essential to adapt, don’t miss out on Jeremy’s methods for doing so with success.

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!

Vince Mastrovito - Family Roles & Responsibilities

Once again, 

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

Show host Bill Black (The Exit Coach) invites you to "start the clock" on your Exit planning with a free Value Builder assessment - click here

Kathleen McEntee - Marketing for the Customer Experience

Kathleen McEntee shares valuable tips and ideas about how to meaningfully engage with customers and reveals the biggest most business owners make in this area.

 

Are you and your Company Transition-Ready? 

Click Here or Text EXITMAP to 44222 for a free report & assessment!

 

 

 

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!

Transcript: 

Bill: How do you deal with the issues of bringing family members into your family business? Here's expert Ricci Victorio. 

Ricci: I love being brought in when a family has a business that they care about and they've got kids who are in high school or college. Maybe they've worked there in their summers in between school breaks, but the kids are getting ready to step into their careers or start preparing for them. An ideal way to bring family members into a business is, they grow up with it so they understand your values and they see your work ethic and they understand why this business is important to you. So what I like to do is, we set up a family member employment policy, and it doesn't matter what age your kids are, they could be very young, and they can also be into their 20s and 30s, but the earlier you start so kids grow up knowing the employment says, if I want to work at this businesses, I need to have X, Y, and Z experience and education and skill sets. If I want to own it or run it, that might be a higher bar that's says, well you're gonna need an MBA because the world is different now. To run this business now, it's 3 times the size it was when it was mom and dad and we did it in a garage. So, recognizing entry requirements to run a business are changing and evolving. So, setting a family member employment policy creates a standard that all the kids or all family members understand, this is what's required, and that may thin out some family members who don't have an interest. 

ExitCoachRadio.com - Great Advice from Great Advisors! 
Listen to Daily interviews and tell your Business Owner friends!