Exit Coach Radio

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.  

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

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

              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 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

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.   06fMG8WhrTtjuOfssOTw  

Randy Noe is an experienced Leadership Coach who has recently authored "Leading Well: The Essence of Wholehearted Inspirational Leaders". He shares tips and thoughts for you to become a better leader

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

A well-respected and widely known roofing expert, entrepreneur and humanitarian, Charles has become one of the most trusted names in the roofing industry country wide, as well as an inspirational business leader championing social corporate responsibility.  Antis Roofing & Waterproofing celebrated its 30th Anniversary in 2019, or as Charles would say, “for over 30 years, we’ve been keeping families safe and dry!” 

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.

Vistage Speaker Julie Anderson of Your Best Mind helps inspire positive changes in her clients by using a scientific approach. After studying psychoneuroimmunology, she created Your Best Mind as a medium to bring this mind-improving information to people of any background. Her work focuses on the science behind the psychology of why we are the way we are. By understanding our brain’s natural tendencies, we can use better practice when communicating.  Julie discusses the notion that we all have different brain personalities and how this can contribute to misunderstandings in the workplace. She urges business owners to look within before identifying problems with the group as a whole. A vast majority of employees don’t feel they are a part of their company. Communication tailored to brain personality may help in succession planning as employees will feel more connected and more likely to stick around. This information is something that could make or break your company over the course of years, don’t miss out

Wayne Breitbarth is the Founder and CEO of Power Formula, a company that helps businesses and individuals maximize their efforts on LinkedIn. Website: www.powerformula.net  

  Ryan Smith, Principal and Founder of ThinkSBA.com, helps individuals and business owners with financing and understanding SBA funding. Before landing on the banking trajectory, Ryan served a stint as a minor league baseball player, and has since worked his way up the financial chain. He now helps people with SBA financing and aid in their learning how to acquire businesses and commercial real estate. In a field full of misconceptions, Ryan offers some much needed clarity.  In his interview, Ryan goes over the benefits of SBA lending and funding in great depth. He dispels some myths about credit score necessary for lending and clarifies other common fallacies regarding SBA financing. Ryan also discusses a variety of ways to begin an acquisition even if you previously believed it to be impossible. In dealing with a huge milestone such as an acquisition, it is essential to have an expert in your corner, so be sure to listen to Ryan’s interview for his SBA wisdom. 1-Minute Sections: 4:04-5:02: Misconceptio

Dolores is the founder of Masters in Clarity, a full-service digital agency that believes being a Favorite brand is more valuable than just being a Famous one. They craft beautifully useful, connected ecosystems that grow businesses and build enduring relationships between brands and humans. We discuss how Dolores and her team guide their clients to: • Communicate their message in an engaging way… they call it the TED way • Design a growth strategy that is aligned with WHO they are as entrepreneurs, what flows naturally… this is where their coaching skills come in • Take consistent ACTION towards implementing their strategy and growing their business… this is where their MUM skills come in keeping YOU moving forward  

Joining us today is Andy Cagnetta, CEO of Transworld Business Advisors, the largest brokerage system in the world. A skilled negotiator and recognized national trainer of negotiation techniques, Andy specializes in mergers and acquisitions, valuations and franchising. He’s the man to talk to when it comes time to buy or sell a business. Some of the areas we cover in this interview: What is the current marketplace like for buyers and sellers? What should business owners be doing now to prepare for their exit? You like to be involved in your community, tell us more? Be sure and listen to his podcast "The Deal Board"  

House calls are back!  Patricia Ryan, RN, MSN, ANP-BC an Adult Nurse Practitioner based in Palm Springs, CA. Business name is Crossroads to Care, Inc., a nursing corporation.  She is an advanced practice nurse that provides medical house calls in your home--just like back in the day. Nurse practitioners can diagnose, treat and prescribe medications. They are RN first and continue schooling at a Masters' level, Board Certification and are eligible to have their own practice and patients. Patricia has been an RN for 10 years in several practice arenas and now a NP for the past 16. Original training in NYC and continued with Bachelors and Masters degree from University of Missouri, Kansas City. Here are some of the questions we discussed: What type of services do you do on a house call?  Are these services covered by insurance?  What other services do you offer?

Joining me again is Chris Larsen, the founder and Managing Partner of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. From there, Chris expanded into development, private-lending, buying distressed debt as well as commercial offices, and ultimately syndicating multifamily properties. He began syndicating deals in 2016 and has been actively involved in over $225 million of real estate acquisitions. Chris is passionate about helping investors become financially independent. Chris has some interesting perspectives about investing based on today's trends. Be sure to have a notepad and pen handy!

Stephanie is a Nurse who has witnessed dozens of end of life situations and has some very interesting insights to help you deal with your own situation and those you care about to help you be remembered for your planning instead of your lack of planning.      

Andrew Singer is the Chairman of Tannenbaum Helpern's Employment Law Practice Group. Andrew has extensive experience in all aspects of employment law and provides clients with a full spectrum of legal services, from every day counseling to complex employment litigation.  Contact info: Email: singer@thsh.com