Exit Coach Radio

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 cust

Daniel Sachs has an interesting background and a new book, The Million Dollar Greeting - that you will enjoy hearing about.      

BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S.  Questions we addressed: What are some of the steps that business owners can take in advance of a potential exit event? What are some of the mistakes you've seen business owners make after their exit events, and how can they be avoided or minimized? What does it mean when you encourage people to "graduate into retirement?" Eric has written "Pay Less Taxes Now" which explains the four places most Americans can put money where it will never be taxed again.  Download it for free at www.lowtaxbook.com. You can also catch Eric's podcast "Don't Retire...Graduate!" and dozens of articles he's written for Forbes.com can be found at www.brotmanmedia.com.

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.     

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 of Platinum Trust Group shares important strategies for business owners.

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  

                    Lynne Strang explains the benefits of being an entrepreneur at an older age. The main advantage? Who you know.     

Dan Miller is a nutrition and wellness coach and today he will talk about making a plan to live a longer and healthier life. Questions Answered:  1) Why does America have a weight problem? 2) Can't I just eat less and exercise more? 3) What's the one thing to change today to live longer? Contact Info:  Website: danmiller.tv Email: dan@danmiller.tv  

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.  

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 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 real

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

Jim Doty of Doty Consulting talks about client situations he has encountered and exit planning readiness from a CFO's Perspective.  

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.   

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

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.

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.  

John Ferris, CEO of inVision Edge, a management consultancy focused on helping organizations innovate and grow. John has a mission to help leaders and organizations do great things — whatever their definition of greatness is. He shares tips and ideas and explains the The Playbook Edge System, a do-it-yourself strategic planning framework designed to help businesses spend one day creating a plan and the rest of the year achieving their goals.  

Best-selling author ("Built to Sell") John Warrillow is back with new research that 3 or 4 business owners who sell regret their decision just one year after sale. He has developed a new assessment tool to help you beat the odds that is available at PREscore.com