Exit Coach Radio

W. Bailey Smith is the "Trust Doctor", an Estate Planning Attorney with Tredway, Lumsdaine & Doyle, LLP. Over the past 40 years he has been practicing law he has drafted over 6,000 Trusts and has seen it all. He discusses some of the planning problems and solutions he has handled over the years. Contact Bailey at bsmith@tldlaw.com        

Pam Reyes coaches people who want to work on their Strengths. She has found that many perfectionists would do better to focus on excellence as a goal. That means looking at things a little differently. Listen to her interview!   Contact info: Email: Pam@pamreyes.com For a free Strategy Session, visit: www.pamreyes.com/strategy      

Rosann Levy discusses how she helps her clients connect effectively on several levels with their customers. We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . See the Index for more on this Topic or by this Guest . Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners. 

Steve Smith is the President of Growth Source Coaching, a company that specializes in performance based business coaching. Steve helps you and your business realize you need it, learn it, & do it. Questions Answered:  1. Why is it so difficult for business owners to scale their businesses? 2. What road blocks do they run in to? 3. What's the best way to expand when you don't have the funds to do so?   Contact Info:  Website: www.growthsourcecoaching.com Email: steve.smith@growthsourcecoaching.com Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a call at www.BBschedule.com or visit www.Ersi.biz  

Jay Turo is in the business of building business intelligence dashboards and is going to talk about utilizing business intelligence and dashboards to increase sales, profits, and the likelihood of a successful business exit. Questions Asked:    1) Why do business intelligence dashboards help companies grow faster and more profitably?  2) What kind of / stage of company is most appropriate for a business intelligence dashboard?  3) Why are you and your firm uniquely qualified to build and service dashboards? Contact Info:  Website: www.growthink.com Email: jay.turo@growthink.com    

Terry Lammers of Innovative Business Advisors talks about common misconceptions business owners have about their business value - and what to do about it.

Dr. Jerry Kornfeld returns with an update about recent studies that uphold his messages about the importance of "Daily DEA" - if you have a medical question, email him at kjbkorn@aol.com

KJ Trapp of Train Your SmartPhone shares ideas and tips from his corporate training programs to help you get more from your SmartPhone.  

Cindy Flynn of Hackler Flynn & Associates joins me again with important updates that effect employers with 5 or more employees.

Sherry Nooravi is an organizational psychologist who is in the business of helping the CEOs, CFOs, and the leadership teams of leaders of small to mid-sized fast-growth companies create engaging, productive, and innovative cultures.  These leaders come to her when they realize they need to better educate, empower, and engage their people as they face fast growth, competition, and changes in their own leadership, industry, and technology. Today, she is going to talk to us about the importance of senior team alignment and "walking the talk" - actions that help engage employees toward higher performance.  Questions Asked:   1. What situation are clients in when they seek your help?  2. What do the CEOs, CFOs, and senior leaders you work with need to be ready to do when they engage your services? 3. What are the challenges of changing a culture and how can the senior team overcome them? Contact Info:    Email: sherry@strategymeetsperformance.com Website: strategymeetsperformance.com    

Lisa Caprelli discusses the path to unlocking your knowledge and creating a legacy by writing a book for business or pleasure.

Vince Mastrovito of Prometis Partners addresses a question that's on a lot of peoples' minds - what exactly is exit planning, and why should I do it now?

A 1 minute excerpt from a recent interview with Bob Anderson. Hear the full interview by entering 'Bob Anderson' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often! Bob: The problem with a lot of founders is that it's really a sell or no sell situation. If they want liquidity, they have to sell all of their company. That often times is not what's best for them. So, you have situations like ESOP, I'm working on another transaction where a private equity firm is gonna come in and buy 60% of the company, and let the client ride on the 40%, because we think that the PE firm will invest significant capital and drive some value so there will be a second exit for them. And that's another option. So there's so many different ways to get liquidity, that you really need to ask the client, what is it that they want? And in this particular case, once I heard he wanted to be in the lab, he wanted his kids involved, he needed liquidity but he didn't need to sell his entire

A 1 minute excerpt from a recent interview. Hear the full interview by entering the Guest's name into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often! Transcript:  Joel: It begins with having a real goal. Being able to say to yourself, "if I was retired today, how much tax-free income would I need to have, adjusted for inflation, based on the number of years that I think I'm gonna live, in order to live the way I want to live?" So, it has to being with that. You've gotta plan now. Gotta be able to quantify that number. How much capital do I need, that's step one. Step two: what assets do you currently have, and how much are you putting away in certain places. What are your rate of return assumptions, and let us show you through a software planning tool that we have called Roadmap. We can actually forecast, very quickly, the forecasted growth of those assets, and how those numbers will be able to supply your retirement income goal adjusted for inflation.    To hea

Tim Glowa, co-founder of Bug Insights, discusses his new book "Measuring Customer Satisfaction: Exploring Customer Satisfaction's relationship with Purchase Behavior"  

A 1 minute excerpt from a recent interview with Barry Dixon. Hear the full interview by entering 'Barry Dixon' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often!  

John Homan of Shoreline Partners shares tips and ideas for getting well more than a financial buyer would pay for your business by proper planning and positioning well in advance of your sale.

Vince Mastrovito of Prometis Partners shares another 20 minutes of wisdom, this time about how to prepare Successors for future Ownership & Leadership

Liz is in the business of Leadership Development and Organizational Consulting. Questions Answered:  1) Why do so many companies need help with succession planning right now?  2) What does your team of consultants do to help navigate succession planning? 3) What is the biggest struggle you see? Contact Info  Website: www.lizbentley.com Email: liz@lizbentley.com   Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Here is a synopsis of Ken's soon to be released book, Intentional Conversations: How to Rethink Everyday Conversation and Transform Your Career. This book is the sequel to the book Your Intentional Difference, which Bill Black and I discussed last month on his show, and is another step required for people to become more intentional in their life and career. Becoming intentional in our conversations is an important activity that we begin practicing early on in our lives and it grows in importance the longer we live. We all have that  “first” conversation.That specific day and time, that moment, that first instance when, as a child, we put together the thoughts, ideas, or information that launch us into a conversation with another person. It is a monumental event that few people, if any, remember at all. When was your first conversation? What was it about? Who was it with? What was the outcome? Sadly, like me, you probably cannot recall that momentous first conversation. It happened, you know it did, and it do