Exit Coach Radio

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

Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews!

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

Transcript: 

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

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

 

Bill Anton - Leader Challenges in a Knowledge Based Economy

 

Guest: Bill Anton
Company: CEO Effectiveness 
Website: www.ceoeffectiveness.com 

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

 

Chris Mercer - What Are Factors of Valuing a Business at Any Given Time?

Guest: Chris Mercer
Company: Mercer 
Website: Mercer Capital

At Exit Coach Radio, we help small business owners solve big problems!

This is an excerpt from a 20 minute interview with Host Bill Black on the Exit Coach Radio Show. At Exit Coach Radio, we help small business owners solve big problems! To hear full length interviews and access Articles, Books and Planning programs for your Business, visit www.ExitCoachRadio.com

 

Craig West - The Impact of Exit Panning

Craig West discusses the impact exit planners can have by helping prepare financial, business, and personal matters.

Transcript: 

Craig: The big change for me, and certainly for most of my advisors and people that have done the secret program in Australia, or a lot of the I would imagine who have done it here, is that you're actually doing something quite tangible that really helps a business owner in terms of their financial and personal lifestyle outcome. So, as an accountant, I used to lodge tax returns and I used to lodge lots of other compliance documents, and at the end of the day, you really don't help people. But, if you can get an exit plan right, and I've got a number of examples where I've worked with clients over 3-5 years to really prepare them, their family, their business, their financials, their personal situation for an exit, and if you can achieve that very successfully, you make a substantial difference to that person and their family. 

 

 

Scott Miller - Goal Identification (K0217)

 

Scott Miller discusses goal identification, how to achieve goals, and the importance of looking at the big picture after retirement. 

 

Patti Cotton - Ways We Play it Small in Work and Life (1m) (H0517)

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Patti Cotton discusses getting to the details, and how to engage clients and business owners with specific topics. 

Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

 

Bruce Mack - Funding, Asset Protection, and Tax Mitigation Strategies for Business Owners

Bruce Mack of Platinum Trust Group shares important strategies for business owners.

Ask Dr. Jerry - Will you be playing tennis at 100? (E1217)

Ask Dr. Jerry!

Dr. Jerry Kornfeld always brings us new and up to date info about health and living an active life.

Today we discuss new developments that help reverse arterial plaque without drugs!

Contact him at kjbkorn@aol.com

 

Peter Sahin - Beyond the Living Trust

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

 

Linda Duffy - Increase Your Human Capital ROI (C2218)

When you invest in machinery, you want to get the most from your investment. When you devise a marketing plan you carefully measure your return on investment. Yet most employers don't look at one of their most significant investments - human capital - with the same eye on the return on their investment. In her 20 minute interview, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the important factors that lead to maximizing your Human Capital ROI.

 

Keith Brown - Family Leadership & Business Ownership

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

Jeremy Lurey - Developing Your Next Generation Leaders (L1317)

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

Transcript: 

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

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

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

David Taylor Klaus - Put Your Life Before Your Business (K1117)

David Taylor-Klaus, of DTK Coaching, helps entrepreneurs and executives live more fulfilling lives. David started in hospitality, switched to technology, and, despite his accomplishments, eventually realized he wasn’t living the life he truly wanted. In 2008 he started DTK Coaching and hasn’t looked back. As a coach, he aims to hold his clients accountable for both their goals and who they are at their core. 

In his interview, David analyzes the phrase “work-life balance,” and how backward this statement really is. He emphasizes focusing less on revenue-based goals, and instead of taking action on goals oriented towards personal fulfillment - we are not on this planet just to make money. David has much more life-changing information than can fit within a 20-minute interview, and graciously offers a free link to his book “This Is Your Wake-Up Call!” You do not want to miss out on the information David has to share.

 

 

 

 

Barry Moniak - Don‘t Resist Interdependence

Barry Moniak is an Organizational Therapist at End In Mind. Today, his topic is Synergistic Culture and he will discuss the importance of interdependence. 

 

Questions Answered: 

 

1) What does it take to have a synergistic outcome?

2) What is interdependence?

3) Why do we resist interdependence?

 

What does Barry Moniak believe?

He believes that all human beings have the innate desire to become better versions of themselves. Every innovative leader knows this.

He believes that the workplace is the ideal place for this transformation to take place; not the mountain top, seaside, church or synagogue; not even the latest greatest get motivated seminar. The job site is the place to achieve enlightenment!

We do not typically think of the workplace as the best environment in which to become better quality human beings. But it is. The world of business, the place we spend so much time together, provides the perfect playing field – the tough, no-nonsense, yet highly creative space in which we discover who we really are; learn to work and play well with others; and evolve daily to become our best selves. This is what Innovative Leadership is all about.

 

Contact Info: 

 

Website: www.endinmind.com

Email: barry@endinmind.com

 

 

Dean Del Sesto - How to Define a Brand (F2918)

 

 

 

 

 

 

 

 

 

Dean Del Sesto is the president of Breviti, a brand consulting and development agency that focuses on brand strategy and development for primarily small to mid-size business-to-business companies.

 

 

 

 

Bailey Smith - Top 10 Common Estate Planning Mistakes (D2318)

Bailey Smith of TLD Law joins us once again to share his wisdom and experience and help you avoid the top 10 Estate Planning mistakes he has seen people make.

Help this Guest out - Click the LinkedIn button to Share this interview with your contacts!

 

Brad Leggett - How Sales Organizations are Changing to Survive Covid

Back with us again is CEO and Founder of Leggett Sales and Provisors member, Brad Leggett. Brad has been in sales since age 16, and through his career has worked in nearly every aspect of sales. He now specializes in building leading high performance sales teams by determining their team development issues, then developing and implementing solutions for them. Brad has some new ideas you can implement for increasing sales in the current crisis. 

Brad packs a lot of potent information into his interview, including strategies for increasing sales, things that aren’t so different, and tips to master the digital space. He discusses the importance of internalizing that you can be successful in this time, as perception can sometimes be more powerful than reality.

Brad shares powerful tips for making yourself stand out on digital platforms, as well as ways you can re-structure your day for maximum efficiency. He also talks about ways leaders should approach potential layoffs if they are absolutely necessary - and why they should avoid layoffs. This situation is something no one has seen before, but Brad’s insight may be your key to unlocking unexpected success in this unprecedented time.

1-Minute Sections: 

• 5:00-6:02: Mindset, attitude, and perception regarding sales is essential to success.
• 6:38-7:38: Importance of being human and vulnerable with customers.
• 9:06-10:05: Perception can be as or more powerful than reality. 
• 10:28-11:30: We need to consider people’s attention spans being shorter in a digital setting.
• 14:01-15:15: Some aspects of sales that haven’t changed due to Covid. 
• 18:48-19:54: Think long term when it comes to layoffs - think about how your actions now will affect your business 12 months from now.

 

Peter Lehrman - Modernizing Business Acquisition

Peter Lehrman is the CEO and founder of Axial, an online platform used by thousands of business owners and their advisors to raise growth capital, explore acquisitions, and exit their business. Peter started Axial 11 years ago intending to improve how entrepreneurs execute the most important business transactions of their careers. His platform covers all the bases regarding business sales, eliminating gaps Peter noticed through the transaction process, and aims to elevate every aspect of the experience. Axial gives small business owners an opportunity to find professional help in a modernized way. 

In his interview, Peter takes a look at business acquisition through a modern lens. While business owners wouldn’t hesitate to hire a realtor, he notes that many still believe they can handle business acquisitions without professional help. His platform serves as a matchmaker for buyers and sellers, and Peter discusses the importance of assembling the proper audience for garnering the most value. Peter also shares some exit strategies that we don’t usually talk about. Take the time to level up your exit planning and business acquisition strategies with Peter’s indispensable expertise.

1-Minute Sections:

• 10:19-11:20: Business owners don’t hesitate to hire a realtor, but surprisingly try to go it alone for a business sale - it is not that easy.
• 12:45-13:44: Describes the worst time to try to sell your business.
• 15:40-16:52: Improving business valuation by assembling an audience of potential buyers that fit the bill 

 

 

Mahyar Ghassemian - Contract Provisions Can Help You Deal with COVID-19

Mahyar is the Founder and President of Ghassemian Law Group, which specializes in Constriction and Business Law. Today we talk about ways that businesses can use various provisions in their contracts to help with their current situations.

#businessowners #contractors #legalhelp #exitcoachradio #COVID-19 #Provisors #Vistage

 

 

Peter Williamson - Is Your Business Aligned With Your Goals? (K1517)

Peter Williamson of Action Coach discusses the first step of coaching -- aligning the business with the owner's goals.

Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.

 

 

 

 

 

 

Exit Planning Should Always Be On Your Mind (1m) Michael Pfeffer (J2817)

Michael Pfeffer, Valuation Expert and Business Broker for Murphy Business & Financial Services of Southwest Florida, explains why it's always important to be ready to transfer your business. 

 

Rick Itzkowich - Why an Exit Strategy is Not Necessarily Just for Selling Your Business.

Rick Itzkowich is a San Diego Vistage Chair and CEO of three Mexico-based steel manufacturing firms with 1800 employees. He is an official member of the prestigious Forbes Coaches Council and a contributing author for Forbes on trending industry topics. All the proceeds of his best-selling Amazon book “The Referral Playbook” go to the Alzheimer’s Foundation of America with more than $10,000 donated to date. As a Vistage Chair Rick serves as the senior advisor and facilitator of his peer advisory group.

 

Questions we tackle in this interview:

1.    How soon should a business owner plan their exit strategy?
2.    What are the benefits of planning an exit strategy so early?
3.    What are the dangers of not having an exit strategy?

Email Rick at rick@rickitzkowich.com -- he would be happy to provide a free 30-minute consultation on today’s topic or on the benefits of being part of a peer advisory board.

Don Burzen - Think of Your Business as an Investment (J2417)

In this 1 minute highlight, Don Burzen, Positive Exits Business Consultant, discusses how many business owners do not think of their business as an investment, but they would be better operators if they did.

 

David Finkel - Scale Your Business (H2817)

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview!

Transcript: 

David: The only way you can scale past a certain point, is by letting go of that control, and so many business owners we see were scared to let go, to actually let decision making power go to other people. It's almost like we identify so closely with our business, Bill, that we can't imagine letting anyone else really have some of those reins, and until we can let that part go, we really are the limiting factor for our own company. I mean, it can't scale past us if we only have people that leverage us instead of people that actually own parts of the business, not literally in terms of equity, but in terms of emotionally and responsibility-wise, owning pieces of that business and making decisions for them. 

 

Michael Caroff - Websites and SEO that ROCK!

Michael Caroff of Caroff Communications explains digital marketing in clear terms and explains why your Pay Per Click campaign is not a Do-It-Yourself project.

 

 

Jim Mosquera - Blockchain is coming - are you ready?

Jim Mosquera of Sentinel Consulting describes how Blockchain is coming and what you can do to prepare.

Harry Barth - Asset Protection Planning Has Never Been More Important

Harry Barth is the Founder and Senior Managing Partner for BarthCalderon, LLP and is the co-author of the book, Planning Today For All Your Tomorrows. He is a nationally recognized speaker on estate, business and asset protection planning to many incredible organizations across the country including: Vistage International, Women Presidents’ Organization, Young Presidents’ Organization, Tiger 21, Quaker Oats, Entrepreneurs Organization, California Society of CPA’s and many more.

Harry has over 40 years of experience counseling business owners and their families, corporations and franchisees nationwide. Harry has distinguished himself by being an asset protection advocate and his workshops have helped thousands of families and businesses protect their assets they have worked so hard to build.

In this interview Harry reveals why the field of Asset Protection is about to become very popular and he outlines some easy steps to get started.

 

Vince Mastrovito - Why you can't take the "personal" out of business

Vince Mastrovito of Prometis Partners once again shares valuable insights for closely held business owners.

Morrie Shechtman - Eliminating Mediocrity (A2618)

Morrie Shechtman is a Chairman at Fifth Wave Leadership, a Human Capital Consulting Group. Today, he will discuss how to eliminate mediocrity for your company.

 

Questions Answered: 

1) What's the only competitive advantage left? 

2) Why do most leaders & their companies underachieve? 

3) Why are there no "business problems"?

Contact Info: 

Website: fifthwaveleadership.com 

Email: morrie.shechtman@gmail.com 

 

 

Peter Mehit - Why You Need a Killer Business Plan (F3018)

Peter Mehit is the owner of Custom Business Planning and Solutions and is author of ‘Killer Business Plan – Why You Need It, How To Write It’.Website: www.custombps.com

 

 

Please share this interview with your Social Media contacts!

 

 

 

Mike Aguilera - Connect with Anyone in Less Than 90 Seconds (B0718)

Mike Aguilera is the President of Aguilera & Associates, an international training and coaching company specializing in rapport and communication skills to help you get more yeses.

Questions Answered: 

 

1) Who would benefit from your system of training?

2) What makes your system different from other communication models and training? 

3) Is it easy to learn and apply? 

Contact Info: 

Website: http://www.MikeAguilera.com

Email: mike@mikeaguilera.com

 

 

Sean Adams - Wealth secrets of the ultra-rich

In 12 years of owning multiple small businesses, Sean Adams felt overwhelming stress stemming from the government and banks having control over his income.
He consumed hundreds of books, interviews, and courses to learn as much as he could about finance and discovered the ultra-rich had insider knowledge about protecting and growing wealth. Sean made it his mission to distill down these secrets and make sure everyone had access to them. This led him to found Leveraged Life Management in order to help other professionals leverage a time-tested wealth-building strategy of the ultra-rich.

 

Questions we discussed today:

- How/where the wealthy warehouse their cash to get guaranteed growth on their money?
- How can aging business owners ensure a legacy plan for their company and the next generation?
- How can business owners protect their hard earned cash from bankruptcy creditors and litigators?

 

Mark Wald - The Supporting Strategies Revolution (B2518)

 

 

 

 

 

 

 

 

 

 

Mark Wald is in the business of outsourced bookkeeping and is going to talk about how Supporting Strategies is revolutionizing accounting operations for startups and small businesses.

 

Contact Info: 

 

Website: http://www.supportingstrategies.com/la

Email: mwald@supportingstrategies.com

 

Bonus Material: 

Informational webinars available: http://www.supportingstrategies.com/webinar

 

Brian Johnson - How your business is like an airline flight

Brian Johnson is the Founder and Owner of Main & Johnson, a Charlotte, North Carolina, based Business Consulting & Coaching company, aimed at seeing small to medium-sized businesses thrive, not just survive. Brian is a persuasive and adaptable top-performer who is skilled in establishing, managing, and mentoring key executives and business owners as well as individual contributors in a business. He has a passion for changing the cultural fabric of people leadership, marketing, and sales in companies by empowering teams to exceed goals. 

 

Questions and topics we discussed:

1. What got you interested in owning your own business and consulting that pulled you from the corporate world?
2. What ways do you identify businesses to understand their current situation and when they should be planning for their exit?
3. How do you best engage with businesses to get them to the exit they seek?

Growth strategies in challenging times • The airline analogy for business • Growing through the scale hurdles • Getting out of your own way in business • Building an Exit Strategy for your business • Effective ways to increase price in your business • Not all customers are created equally

Dr Paul Schempp - The Expert of Experts

Dr. Paul Schempp is a Professor at the University of Georgia. He is a research professor who studies experts and the development of expertise. Dr. Schempp has identified that a common characteristic among experts is having good mentorship. He has studied hundreds of experts and authored the book "5 Steps to Expert: How to Go from Business Novice to Elite Performer." 

In his interview, Dr. Schempp dives deep on the value of mentorship, especially for those nearing their business exit. Mentoring a protege can help pass your values onto the next generation, and meanwhile, proteges seeking expertise will greatly benefit from having a mentor - the relationship is symbiotic. For our listeners who may hope to one day begin an expertise-based practice, Dr. Schempp also shares some tips to help you achieve elite performance levels. We all have the ability to achieve mastery, and guidance is essential in that journey, so don’t miss Dr. Schempp’s advice on attaining the level of success you desire.

1-Minute Sections:

• 5:23-6:18: Informal relationships between mentors and proteges can be most effective.
• 10:52-12:00: Tips for identifying good proteges and transferring your values to the next generation.
• 15:02-15:58: The greatest experts are not necessarily the greatest mentors.
• 18:45-19:42: Speaking about "5 Steps to Expert: How to Go from Business Novice to Elite Performer"

 

Jack Scherer - What It Takes to Hire Proven Talent (L1017)

Jack Scherer is the President of SALESTALENT, a national sales recruiting and sales training company. Jack will discuss what it takes to hire proven talent and the current trends in hiring sales people.

 

Questions Discussed:

What are the 3 biggest mistakes in hiring good sales people?

What really makes a great salesperson?

What national trends do you see in hiring salespeople?

 

Contact Info: 

Email Address: jack@salestalent.com

Website: www.salestalent.com

 

 

 

 

Zack Boothe - Real Estate Investing the Smart Way

Just a few years ago, Zack Boothe was a window cleaner. You can even find his window cleaning tutorial videos on youtube with millions of views. However, Zack always dreamt of being a real estate investor. Taking a leap of faith, he walked away from window cleaning, and within a handful of years, he was making over a million dollars per year from real estate investing. With his successful business, he now spends his time helping others see how simple it is to make money with real estate. Zack is here shares his insider secrets to finding massively discounted properties regardless of your experience level. 

What we discussed during this interview:
What took Zack from a struggling real estate investor to a thriving real estate investor • The most common mistakes people make when getting started in real estate investing • Why Zack decided to get into coaching and mentoring other investors • The best strategy for finding discounted properties • Once you find a discounted property, how to implement the perfect exit strategy in order to make the most money

Dave Wilens - Growing Rainmakers

Coach Dave has educated audiences on professional sales and the magic of sales management. Celebrating his 20th year coaching companies and individuals all across North America, Europe and Australia. Sharing his message through public speaking, consulting, coaching and his newly released book, “Growing Rainmakers.” The coach believes that successful sales managers put systems and processes in place, set solid expectations, hold people accountable, focus on growing people and base it all on his simple formula for success.

Currently his team at Impact Sales Coach are extremely busy hosting “Virtual Workshops” and "Virtual Sales Mastermind Groups." To insure success from these group sessions, the ISC coaches follow-up with business owners, managers and sales producers one-to-one in their highly successful mentorship program... “Coffee with Coach.”

Here are some of the questions we discussed the answers to:
1) What is the method to the magic in sales and/or sales management?
2) When is the right time to make changes and invest in their sales teams, especially now during the pandemic?
3) How long will it take to make a significant change in our sales?

Visit his website at https://www.impactsalescoach.com/ and Get Your Free Copy of the Personality Styles Sales Guide!

 

Ed Eppley - How to get top performance from your key people

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

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

Catherine Mattice Zundel - Building Positive Work Environments

Catherine Mattice Zundel, founder of Civility Partners, discusses the difference between bullying and harassing and how to transform a negative work environment in a positive one. 

 

 

 

 

Kathy Fettke - Retire Rich in Rentals

Kathy Fettke is the CEO and Founder of Real Wealth Network of Malibu, CA. Listen as she discusses how she started investing in real estate out of necessity and her insights on how you can build your own portfolio.

 

John Murphy - Can You Do More To Get More?

 

John Murphy and David Horwich of JK Murphy Advisors discuss some of the most important planning techniques that business owners should consider.

 

Reb Risty - Update your marketing strategies for a new decade

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

Kresimir Peharda - Preparing to Sell Your Business (B020518)

 

 

 

 

 

 

 

Kresimir is a securities and mergers and acquisitions attorney. He helps his clients maximize the value of their business at sale.

Questions Answered: 

1. How do you help your clients plan ahead before a sale?

2. When is the right time to begin planning for a sale?

3. What are some of the most common mistakes business owners make in the sales process? 

Contact Info:

Website: www.kpehardalaw.com

Email: kresimir@kpehardalaw.com

 

Aaron Weiner - Structure Your Lease To Enhance the Sale Value of Your Business

Aaron's 30+ years of experience in representing tenants in lease transactions shows in this interview. 

 

Z. Christopher Mercer - Building Value? Protect it First

 

 

 

 

 

 

 

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

 

Dale Robinette - How to Rev Up Your Business Value

Dale Robinette is a Business Growth Strategist and Scaling Up Expert. 
He helps executive teams maximize revenue with a practical business operating system called RevX Formula. This formula is designed to reduce the time it takes to manage a business while also achieving 2X revenue, 3X profitability and 10X valuation.

Our RevX Formula is achieved through the following services:
- Growth Assessment
- Business Assessment​
- Financial Assessment
- Execution Tools
- Executive Team Professional Development
- Strategic Planning

John Boyens - 6 Secrets to Market Dominance (I0717)

Get your notebook ready for our interview with John Boyens, of Boyens Group, Inc. John is a bona fide expert in sales and management consulting and training. After over 20 years in the corporate world running sales and marketing for various Fortune 1000 companies, he and his wife co-founded their company. They specialize in sales productivity, management leadership effectiveness, and business strategy. 

John has repeatedly made the top 100 productivity experts to follow on Twitter and has some truly indispensable knowledge to share. As a leader, it is critical to focus on strategically growing the business, rather than just tactically running the business. In addition to discussing 6 strategies for market dominance, John also emphasizes why business leaders should leverage their strengths and outsource their shortcomings. John’s exuberant knowledge is absolutely essential to anyone hoping to dominate their market.

 

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Pat Soldano - Current Family Business Concerns and Trends

Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017. Ms. Soldano is now a Family Business and Family Office Consultant working directly with families herself.

Today, we talked about the recent Family Enterprise USA 2020 Annual Family Business Survey - concerns and trends of Family Businesses.
Read the survey at www.familyenterpriseusa.com

Michael Wood - Are you on a solid Exit Path?

Michael Wood of Legacy Planning & Associates describes how you can be assured that you are on a tried and true path to an exit that fits your needs.