Exit Coach Radio

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!

Ariel Garten - Achieving Success in Business by Understanding What Goes On In Your Mind

Ariel Garten is probably one of the most interesting people you will meet. She is a Neuroscientist, mom, former psychotherapist, former fashion designer, and the co- founder and visionary of an amazing and highly successful tech start-up Muse. Muse tracks your brain during meditation to give you real-time feedback on your meditation, guiding you into the “zone” and solving the problem most of us have when starting a meditation practice. Muse lets you know when you are doing it right. With no formal business background, Ariel personally raised $18M to found Muse from Silicon Valley investors (as well as Ashton Kutcher). Muse is now used by hundreds of thousands of people to start or deepen their mediation practice, including by Mayo clinic. When Ariel is not reading brains (literally) or investing in, inspiring and advising other start-ups and women in biz, you can find her on stages across the world, from TED to MIT teaching audiences about their brain and how to overcome its limitations, consistently giving her audiences the practical tools and insights they need to help them become their best selves. Ariel and Muse have been featured in over 1000 articles, including CNN (3x), Forbes, Fortune, Popular Science, NYT, WSJ, GQ, Men’s Health, O Magazine, Wired, and more. Ariel’s mission in life is to help people understand how their brain and mind work - both the nuts and bolts and neurons, and how that plays out in the messy and beautiful human experience of living. She inspires people to understand that they can accomplish anything they want by understanding what actually goes on in their own mind. Ariel is also the co-host of the Untangle Podcast.

Question we discuss include:
What is meditation, why does it work, and what happens in the brain when we meditate?
How can one overcome what your brain tells you?
What is the neuroscience of anxiety, fear and bias and how can you overcome them?
How can Mindfulness and Meditation be used for leadership development?

Please access www.choosemuse.com/welcome, where you can find more information about Muse, and the information we talk about. The discount code is "choosemuse".

Jim Muehlhausen - Are you ready to Half-Retire?

A strategy is rising in popularity called "Half-Retire". Is it for you? Jim describes the process and who it's best suited for. Visit www.halfretire.com for more!

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!

John Grace - Making Finance Make Sense

Joining us once again is John Grace of Westlake Financial Advisors. He helps take the mystery out of money management. Win by losing less. John is one of two local wealth managers that is Master Certified with independent research company HS Dent Advisors Network. Their investment services include: Wealth Management, Asset Management, Retirement Planning, Financial Management, Risk Management, and Retirement Income.

Check out John's new book "Making Finance Make Sense" on Amazon at and more at his website www.whybepoor.com 

Leilani Quiray - HR Issues during a Pandemic

Leilani Quiray, CEO of Be The Change HR, INC, is truly a life-changer. After 20 years of #HR and philanthropy experience, she wanted to create a way to do both at the same time. Her company focuses on helping small businesses with HR #compliance and strategies, as well as providing job readiness coaching at non-profit organizations. Leilani enjoys the challenge of navigating new laws regarding employees, and her expertise is more useful than ever during a #pandemic. 

In Leilani’s interview, she takes a look at the new workplace and shares ideas on how to bring back some elements of office life into home workspaces. Additionally, she sheds light on how it may backfire if leaders ask more of their employees in these times under the guise that “they are lucky to be working.” Leilani also shares some great advice for employers who are uncertain of how to go about lay-offs and other cost-cutting measures that affect employees directly. Her personal approach to her work shows, and Leilani’s ideas are relevant to everyone during these turbulent times.

 

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!

Angelo Poli: Physical Transfromations Start from Understanding Your Metabolism

Angelo Poli is the founder of MetPro, an evaluation-based health coaching program specializing in physical transformations. Today he is going to talk about the metabolism and the ecosystem of transforming. Understand the role nutrition, exercise, and your personal metabolism play in transforming. Through this topic, you'll learn the best “starting actions” a person can take who wants to improve their body or health.

Questions we discussed the answers to:
1. Where does someone begin who wants to transform?
2. What is the biggest obstacle for people trying to transform? (you could make this question more specific to executives or leaders)
3. What are the most critical "life hacks" if you’re super busy?

MetPro has helped thousands of individuals transform their bodies by hacking their metabolism through our Concierge Coaching. After years of innovation and development, they're excited to bring you the same science and tailored strategy that their experts use, but now in the palm of your hand.  

Angelo is thrilled to share with you their new MetPro App!

This isn’t a food logging tool or workout app, the MetPro App allows you to start tracking, analyzing, and learning what your metabolism responds to best.

Sign up now using metpro.co/exitcoach to receive a 14-day FREE trial!  Head to metpro.co/exitcoach to take advantage of this special offer.

Amy Rasdal: Decoding Independent Consulting - It's Easier Than You Think

 

Amy Rasdal traded her corporate job for consulting 15 years ago and makes more money than most executives.  She works and plays every day.  Amy founded Billable at the Beach® to liberate 6-figure earners by helping them build 6-figure consulting businesses.  Amy is passionate about helping others find the freedom and flexibility to live the life of their dreams, without sacrificing the career they’ve spent so long building.  

Here are some of the questions we discussed the answers to:
1. What do you need to get started in independent consulting?
2. What are the best things about being an independent consultant?
3. What is the hardest part of building a successful consulting business?

Free Course - 3 Action Steps to Generate Revenue NOW!
Build Your 6-Figure Consulting Business
The best way to get started as a consultant is to dive in.  This free email course will walk you through three action steps to generate revenue now.  If you start right away, you can be doing billable work as soon as next week.  Following these three action steps gives you the best possible chance of landing a consulting project.  It works for me and I see it work for others, over and over again.  Take control and take the plunge!
https://www.billableatthebeach.com/free-course/

Leisa Reid - The Key to Mastering Your Mind in Business

Leisa Reid, Trainer and Speaker at Productive Learning, is in the business of personal and professional development through mind mastery. In her darkest place, Leisa took a workshop through Productive Learning and it turned her life around, eventually she started working for them to help others do the same. When faced with unknown circumstances, such as the current pandemic, we all have natural reactionary tendencies that can cause us to be less productive than we could be. Leisa is an expert on overcoming these obstacles and helping people harness the power of their own mind. 

In her interview, Leisa discusses how thoughts lead to results and explains the significance of meta-cognition. Specifically, she shares a model for how we can take control over our thoughts with self-inquiry in order to garner the results we desire. Leisa also expands on the fear responses of fight or flight, to include freezing and fainting as well. By slowing down and becoming aware of how you respond to a crisis, you can catch yourself in these thoughts, overcome, and ultimately become more productive. Lisa also offers some free tools to our listeners for their own mind mastery journey. Wherever you go, your mind goes with you, so don’t miss out on Leisa’s indispensable, extremely relevant information on mastering your mind.

1-Minute Sections: 

• 5:12-6:12: “Thoughts lead to feelings, lead to actions, leads to results.”
• 6:56-7:55: The root of worry and importance of slowing down and controlling your own thoughts.
• 9:02-10:08: Fight, flight, freeze, or faint - different ways of coping with fear and your awareness of your own response.
• 16:27-17:35: Your mind always has a goal, but sometimes your unconscious mind can prevail and get in the way by fulfilling its own goals. 

 

Joshua Dick - Grow Like a Lobster

Joshua Dick is a serial entrepreneur and author ("Grow Like a Lobster"). He discusses several great ideas on what you can do how to look attractive to a buyer.

 

Are you and your Company Transition-Ready? 
Text EXITMAP to 44222 for a free report & assessment!

Kathleen McEntee - Reach Your Target Markets

Here with us once again is marketing expert Kathleen McEntee. After spending over 25 years in sales, she shifted to marketing with the goal of helping privately held companies up their game. Her specialty is in brand development and creating hand-tailored messaging that reaches their target market. During the current crisis, Kathleen’s expertise is especially beneficial. 

In her interview, Kathleen talks about the way messaging has been shifting and new trends emerging during the pandemic. She also sheds light on the importance of communication, both with customers and employees. The means of communication should match the demographic you’re trying to reach, and attention to this factor can make a campaign more or less successful. It can be difficult to decide how to approach a marketing campaign during a time of crisis, but Kathleen’s knowledge provides much-needed clarity.

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!

John Dini - The Missing Factor in Exit Planning (K0717)

A new 15 minute online tool for business owners and their advisors to discuss preparedness for exit.

Questions Answered: 

 

1) Why do we need another exit planning assessment?

2) What happens when an advisor and an owner review the ExitMap reports?

3) Who pays for the reports?

Contact Info: 

Website: www.exitmap.com

Email: jdini@mpninc.com

 

 

Chris King - How's Your Flow Doing?

Chris King of Status Flow discusses what you can do to increase #efficiency and minimize stress and #burnout - especially in times of crisis like #Covid19.

 

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!

Patrick Renvoise - How to Show up Brilliantly to Zoom Meetings

Back with us once again is Vistage member Patrick Renvoise, Chief Neuromarketing Officer and Co-Founder of SalesBrain. Normally, Patrick is traveling the globe teaching people about how the brains of customers work, and he has trained over 200,000 executives to be more persuasive. Lately, however, he has had plenty of time to think about how the science of human persuasion is relevant in the evergrowing virtual world. The effectiveness of remote selling has not yet been proven, and Patrick’s research is revealing that virtual encounters can be a severely limited form of communication.

To many people, Zoom is brand new, and we have not yet mastered the art of capturing our audience’s attention within this medium. Due to the way our brains process information, Patrick suggests a few unique communication rules when using platforms such as Zoom. The human brain isn’t used to digital lag, and even in the best conditions, video conferences can cause our attentiveness to drop rapidly. Zoom calls require powerful visuals and carefully structured variation in events in order to be most effective. In his ubiquitously relevant interview, Patrick explains how to strengthen your video conference tool kit in order to keep an audiences’ attention in a virtual space.

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!

Don Rheem - Thrive by Design

Get your notebook ready for this one, Don Rheem, CEO of E3 Solutions, is in the business of increasing workplace engagement through a science-based approach. Don is a nationally recognized TedX Speaker, former White House Correspondent, and Science Advisor to Congress. He is also the author of “Thrive by Design: The Neuroscience That Drives High Performance Cultures.” Don started E3 Solutions 12 years ago and his methods have proven to boost engagement, which results in higher productivity, profitability, and retention. 

 In his interview, Don emphasizes the importance of understanding how employees feel at the workplace, as this is the true mark of a company’s culture. Don comments on the importance of graciousness in the time of Covid, as memories made in fear will last a lifetime and retention may be dependent on thoughtfulness. He shares ways to create "emotional velcro" and discusses why compensation doesn't necessarily correlate with engagement. Don's insight is critical to building a more engaged and productive team, do not miss this fascinating conversation relevant to all.

1-Minute Sections: 

• 3:24-4:34: We know the conditions which make brain function thrive, we need to design our workplace around this.
• 6:32-7:48: “What does it feel like to work here?” - That is your true work culture.
• 9:27-10:35: Compensation does not necessarily correlate with performance.
• 15:08-16:15: Factors that correlate with engagement and how the brain behaves.
• 17:01-18:07: Specific considerations regarding productivity and metabolic capacity during times of 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!

Richard Lau - Designing Your Business for a Successful Exit Strategy in the Future

Richard Lau, named “Domainer of the Year” in 2004, is the Founder of Logo.com, Resume.com, and NamesCon. He is in the business of building well-structured software companies which turn a profit. A business sale is not just dependent on good ideas, but good execution as well. Richard has generated millions of dollars of revenue in the domain industry and knows the value of starting with the end in mind. 

In his interview, Richard explains why you need to start your business with a future exit in mind. A buyer will scrutinize every detail of the business, so it is critical that you don’t take any shortcuts and do your due diligence along the way. Richard shares some strategies he’s used in the past as well as things to avoid when considering this aspect of planning. He also discusses some of the metrics of a successful exit strategy that go beyond just a high valuation. Richard’s insight is valuable to anyone hoping to smooth out their exit planning process.

1-Minute Sections:

• 8:49-9:52: Why you need to set up your company with a future exit in mind.
• 11:04-12:12: Necessity of not taking shortcuts and doing your due diligence along the way.
• 14:09-15:28: Some of Richard’s various experiences selling businesses.
• 18:22-19:44: A successful exit isn’t just measured by earnings of sale.

 

Are you and your Company Transition-Ready? Click Here for a free report & assessment!

Judith Defeo - Are Your Books Cloudy?

Judith is passionate about the freedom and opportunities she brings to her clients. With 20 + years of financial industry experience, there’s no one better positioned to help small to mid-size businesses leverage the power of cloud accounting software to help ease their accounting burden. Judith spent 15 years with Goldman Sachs in New York, eventually serving as Vice President in their Global Treasury and Banking Division. She is an Advanced Certified ProAdvisor for QuickBooks.

Some of the areas we covered in her interview:
Looking Back on the Last Decade of Cloud Accounting • Take the Leap, Using Cloud Accounting to Increase Efficiency. • The 10 Biggest Money Leaks in Your Accounting System • Protecting Your Business From Fraud, Scams, and Theft • 5 Money Habits Every Business Owner Should Practice Daily

All Star Review #7 - A composite of brief guest clips

We hope you enjoy this 10 minute composite of Guest interview excerpts!

 

Click here to start your free exit-readiness assessment

 

Kathy Dawson - Making a Difference One Job at a Time

Kathy Dawson, esteemed Provisors member and CEO of Dawson & Dawson, is passionate about getting people into the right job and is a sought after talent broker. She’s been in the Search and Staffing industry for over 35 years and is a Certified Staffing Professional. In 2008, Kathy started her company in order to create a one-stop shop for employment service. Kathy has helped thousands of business owners hire the right employee at the right time, and aims to make a difference in people’s lives one job at a time. 

In her interview, Kathy shares valuable information for both business owners and individuals. She discusses some new practices coming to life due to Covid regulations, as well as potent insight regarding the economic outlook from her industry-agnostic perspective. Kathy explains why it is essential to see people as individuals with unique skills in order to find their best fitting job. Impactful hiring can and should be mutually beneficial, and a positive attitude goes a long way. Kathy’s giving spirit and deep wisdom on this subject cannot be missed.

1-Minute Sections:

• 5:29-6:36: Many people become entrepreneurs by identifying a need and starting a business which addresses said need - this is how Kathy started Dawson & Dawson.
• 10:47-11:57: New programs and job placement related to new Covid practices.
• 13:17-14:16: Status of the current economic outlook and unemployment statistics.
• 16:21-17:36: Valuable wisdom for entrepreneurs from Kathy’s 30+ years of experience. 
• 18:31-19:30: 10% of Kathy’s business’ budget goes to people who need help without a fee.

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!

Leslie Groene - Strategies for Navigating Sales During Crisis

Leslie Groene, President of Groene Consulting, is a Sales Coaching Consultant who provides the tools needed to enhance sales team skills and effectiveness. She serves as an industry agnostic, outsourced sales manager and trainer and has worked with many big companies. Leslie is extremely passionate about helping others create organic revenue growth. She has valuable information on how salespeople can and should continue despite the larger crisis. 

In her interview, Leslie discusses why it is essential to understand the needs of your client. She also highlights the importance of knowing the long term value of your customers rather than just being focused on a one-time sell. Leslie suggests we now must shift from being sales representatives, to being resources for our client in order to help them remain in business through these challenging times. People need to feel understood before they will listen to you, and everyone has been impacted differently - intentional empathy is critical right now. Leslie’s tips are extremely useful to anyone trying to understand how to communicate during the ongoing crisis.

1-Minute Sections: 

• 3:12-4:31: Long-term relationship selling by thoroughly understanding your client.
• 6:21-7:32: Speaks about strategies to use in this uncertain time of crisis and keeping focus on the clients.
• 9:59-11:10: Take the approach of finding your clients’ needs and find where you can help.
• 11:30-12:37: Identify what you can bring to the table to help your client remain in business, and other different things you can do now.
• 17:24-18:22: Identify your perfect client, consider your new prospects, and keep your existing clients. 

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!

Jessica Wilson - Certified Peaceful Bookkeeping (D2418)

Jessica Wilson, Owner of Ohana Bookkeeping, shares how she strives to make Bookkeeping minimally disruptive and ultra effective for business owners. 

 

Please share this interview with your Social Media contacts!

 

Harley Bjelland - Have You Made Illegal Promises to Key Employees? (E1118)

 

Harley Bjelland of www.TheErisaLawFirm.com is an experienced ERISA attorney. He shares some examples of Executive Compensation practices that he sees regularly that may be illegal under current IRS Section 409A and strategies to retain and reward key employees.

 

Gary Johnson: Tactics to Get More Quality Referrals (E2318)

Gary Johnson of J2 Marketing helps attorneys get more profitable clients. With over 20 years of sales and marketing experience, Gary builds strategies and offers simple solutions for attorneys to grow their practice by bringing in ideal clients. In this interview Gary shares valuable ideas for getting more referrals that can be used by anyone.

 

Please share this interview with your Social Media contacts!

 

Show host Bill Black helps business owners develop their 3-5 year Succession & Exit plan. Learn more at www.Ersi.biz

 

 

 

Nicole Nuzzo - Family Law Resources During COVID

 

Nicole Nuzzo, Attorney at Bremer Whyte Brown & O’Meara, joins us today with insight on how family law has been affected by COVID. Nicole is a certified family law specialist and has been named one of the top 10 attorneys in California by the American Institute of Legal Counsel. She believes in open, honest communication, and engages in assertive, thoughtful, and compassionate representation. Times are changing rapidly, but Nicole is still finding ways to help families find creative solutions to settle. 

Nicole shares extremely valuable resources to anyone struggling to deal with settlement or support amid this crisis. While the world has, in some ways, stopped entirely, domestic disputes have not, and still need to be addressed. Despite courtroom shutdowns, Nicole details various alternatives to reach a settlement - and likely save you money in legal fees as well. Courts may be far from reopening, but filing a motion may prove valuable in terms of retroactivity. If your life is unraveling due to a family law related dispute, it can be especially confusing and daunting during a pandemic, but Nicole’s resources and expertise will provide some much-needed guidance.

1-Minute Sections:

• 5:43-6:48: Discusses some of her core beliefs, including exploring mediation before litigation.
• 7:49-8:52: How the COVID shutdown is affecting court-ordered support.
• 12:52-13:46: Discusses her COVID resource page full of FAQs regarding family law.

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!

Dr. Jerry Kornfeld - The Solution Within

Frequent guest and riveting speaker, Dr. Jerry Kornfeld shares the latest in medical information about strategies that can help you improve your outlook on life.

Are you and your Company Transition-Ready? 

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

 

 

Ken Queen - Income for Baby Boomers

Ken Queen hosts the popular podcast "Income for Baby Boomers" on iTunes. In this interview he discusses how Baby Boomers can develop income and the concept of "Riches and Niches".

At ExitCoachRadio.com, we upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!

Bill Black, Host of the Exit Coach Radio Show, is a Certified Exit Planner and President of Exit & Retirement Strategies, Inc, a planning firm that develops written Exit and Succession plans for Business Owners so they are remembered for their planning (instead of their lack of planning). He can be reached at (866) 370-3774.

Dierdre Maloney - Building Bliss (G2017)

Dierdre Maloney, President of Momentum, LLC., is a “bliss-builder” who helps people live a more authentically happy and successful life. She has a storied background and is also a published author and national speaker. Dierdre’s approach is largely based on what she calls mildly audacious leadership, and she shares leadership lessons that people don’t usually talk about. She knows from experience that being a leader can get lonely, and it is important to develop ways to thrive in all aspects of life. 

In her interview, Dierdre discusses the necessity of authenticity. Authentic living means more easily connecting with others, being very comfortable with yourself, and being aware of your own limitations. Dierdre speaks of the importance of having a trusted circle of people for meaningful feedback, and also identifying leaders you admire to model yourself after their example. Striving to be someone that others aim to model themselves after can help you and your business thrive. Listen to Dierdre’s expertise to jump start your well-being.

1-Minute Sections: 

• 3:56-4:51: Be willing to be who you are and say what others won’t say, it is refreshing to others.
• 6:22-7:12: The correlation between living authentically and success. 
• 14:19-15:19: Talks about the importance of making sure employees feel heard in a company.

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!

Miranda McCroskey - Your Professional License is at Risk

Miranda McCroskey of Unlock Legal shares her experience and precautions for Professionals of all kinds.

 

Are you and your Company Transition-Ready? 

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

 

 

 

Hattye Knight - Against Company Policy (K2917)

Hattye Knight, is a Human Resources professional, published author of Against Company Policy, a HR suspense novel, speaker, radio show host, and trainer. She is going to speak today about an employee relations issue on conducting a fact finding investigation.

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

Sven Buncher - Options & Alternatives for Divorce

Sven Buncher of Buncher Law Group shares tips from his extensive experience in helping negotiate high asset divorces.

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

Kelly Finnell - The Impact of the Coronavirus Pandemic on Exit Planning.

Kelly Finnell is an attorney and the president of Executive Financial Services, a national ESOP consulting firm. Kelly is also the author of the highly acclaimed book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning." 

Today, we discussed the following questions:
1. What has been the impact of the coronavirus pandemic exit planning strategies?
2. What are the key indicators of a situation where an ESOP might be an appropriate exit planning strategy?
3. what is the process for determining whether a company may be a good candidate for an ESOP?

Kelly is offering a free copy of his book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning."

Brent Pasqua - Financial Planning & Exit Planning with Business Owners

Brent is the founder of RPA Wealth Management. RPA is a fee only financial planning firm that specializes in working retirees and business owners. They are based out of rancho Cucamonga, CA and the company was founded in 2013.

Here are questions we focused on today:
Why do you specialize in these types of clients?

What does the process look like when working with business owners? 

Why are you fee only and why is that important to clients?

Special offers:
Download our ebook on our website 
Listen to our podcast at retirementplanplaybook
Schedule a complimentary phone call on our website

Tim Foster - Family Business oriented planning

Tim Foster shares valuable tips from his 40+ years of working with business owners - and some lessons he has learned from leading his own family business.

Al Zdenek - Plan Your Life and Business for How to You Want to Live Now and in the Future!

Speaker, author and entrepreneur Al Zdenek has empowered tens of thousands of people to live the lives they want now and in the future by demystifying the concepts surrounding personal finance. As a nationally recognized wealth advisor, Al’s repeatable processes and common sense approach has helped his clients make the 100% correct financial decisions all of the time.

 

We discussed the following questions and more:
1.    Why should an entrepreneur or business owner plan their business around what they want in life? 
2.    How does a business owner/entrepreneur begin make sure to plan the business around how they wish to live now and in the future?
3.    How did you reach financial independence by living the life you wanted to live?
4.    What three pieces of advice would you give to someone to achieve this?

Having a Championship Team of experts by your side is the first step towards consistent and powerful wealth generation. Learn simple, common-sense steps for building a team of A-players with Al’s free online mini-course.

These 8 videos, with worksheets, will help business owners and everyday people alike to begin to master their cash flow, finances, and achieve life they want now and into the future.