Exit Coach Radio

Here's a past highlight from 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 hear all of their past interviews! Jason Kwiatkowski, President, Valuation Support Partners Ltd. explains the upcoming gut of businesses that will be up for sale as age 50+ owners start to sell en masse and the best strategy to compete effectively.  Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Here's a past highlight from 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 hear all of their past interviews! Chaz Dykes discusses cost saving measures for companies and the future of LED lighting. Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here  

Michael Levine is the President of Levine Insurance Advisors, a company focused on income and wealth preservation planning.    Questions Asked:    1) Tell us about your background in accounting.  2) What is your business approach? 3) How do you approach each client?   Contact Info:    Website: www.levineadvisors.com Email: michael@levineadvisors.com   Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Here's a past highlight from 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 hear all of their past interviews!   Another 1 minute highlight from Jim Doty's recent interview. The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.  We add new content daily, so come back often!  Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here  

Host: Bill Black.  Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace.  Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List! Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Host: Buck Blanton. Audio library: www.ExitCoachRadio.com.  John Howard discusses retirement plans, choosing audits, and how you can determine which process is right for your business. New content daily - tune in on iTunes! Transcript:  John: Typically, in these retirement plans, when you exceed 120 participants, then that first year when you receive 120, you are subject to an audit. You are considered a large plan at that point under the Department of Labor and the IRS standards, and you need to submit an audit. Now, the problem is the next step: Once you determine you need audit, is what type of audit, because there are different audits with retirement plans. There's what we call a limited scope audit, which and auditor does not need to do as much work as with a full scope audit, and the difference with those would be, if the plan assets are held by a financial institution such as a bank or an insurance company, they can certify that the plan assets are what they are, the transactions have been post

Here's a past highlight from 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 hear all of their past interviews! John Foley and David Shaffer discuss the benefits of preparing for due diligence early.   Transcript:  Bill: How can you be prepared for what your buyer’s are going to be looking for? Here’s expert John Foley. John: What we usually share with a client is that if they are looking for an exit-strategy, particularly looking towards an investment firm, they’re gonna have to demonstrate not only a future revenue projection, but also historical performance. So, if we’re in a start-up mode, it’s not realistic to expect that someone’s gonna jump in like Google and buy you on day one. You really need to have that 3 to 5 year history behind you. So, for us, it’s saying, start at any time, the earlier the better, and based on where you are in your life cycle, let’s determine what the appropriate target exit is,

Here's a past highlight from 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 hear all of their past interviews! To hear more tips from over 750 Advisors, visit exitcoachradio.com Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

David Humphrey discusses the value of a business and the importance of viewing your business from a buyer's standpoint.  To hear more tips from over 750 Advisors, visit exitcoachradio.com Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Adam Grant of Alpert, Barr & Grant heads up the Mobile App Practice Group. He offers tips for getting in sync with current mobile technology trends. See the Index for more on this Topic or by this Guest. Listen on iTunes: iTunes.ExitcoachRadio.com  Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com. See the Index for more on this Topic or by this Guest. Transcript:  Steve: What are some of the tips and strategies and precautions that you give business owners if they're starting to look at business insurance? Greg: You go for a second opinion. And I wouldn't get that second opinion from some person that sold through the policy. That, to me, would not be a second opinion. And I'd also have the work done from a firm that's not a captive firm, inside a single life insurance company. So, captive agents are, shall we say, encouraged by their parent companies to keep coverages on the books. And, I'd also ask the auditor what they're gonna do for you if you have someone offer to do a policy audit. Make sure they're just not going to try to find you a replacing carrier under the disguise of a policy review.  To hear more tips from over 750 Advisors, visit exitcoachradio.com Listeners: You asked, so we found FREE solutions for 5 of

Host: Bill Black Audio Library: www.ExitCoachRadio.com  John Wendall Adams discusses betrayal, reactions, and how forgiveness is the only way to true progress.  Transcript:  John: What happens when a person is really betrayed, typically there are three different responses: one is, "you know what, they did something to me, so I'm going to retaliate. Whatever's important to them, family, friends, their love relationships, possessions, etc., I'm gonna come against all of that." The other response would be, to say, "you know what, that doesn't really hurt me, and as a result, I'm gonna shut down that portion of my life and I'm not gonna allow anyone ever again to get that close to me." The third one is to really forgive yourselves, forget the other person and really think about what it is that you could have done differently, and really start to move toward that direction to say, "hey, you know what, I can't change what transpired, but what I can do is choose to rise above it."  To hear more tips from o

Host: Buck Blanton. Audio library: www.ExitCoachRadio.com.  Amin Rajan discusses investment options, market power, and how it pays to hold on to your stocks.  Transcript:  Amin: In today's market, it does pay to be opportunistic where you really see good buying opportunities, but that, as I said, only happens at the age of the portfolio. 80 - 85% should really be invested in medium term assets, because although risk premium is not so stable as it was in the past, it does materialize in the long-term. Markets do retain their self-healing power. We don't know how long it takes, but I reckon that within 5 years, we can see the results. Now, if you look at what happened after 2008, the massacre that we had in the market, since then markets have been up 300%, it showed that markets do have self-healing power, and that's not only just in the United States. In other countries, as well, markets have been sharply up since the last low point in March 2009. So, it pays to hang on to your stocks, it pays to have v

Here's a 1-minute preview of today's featured Guest. 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! Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Marnie has been a restaurant and retail store owner and the online mentor to over 14,000 leaders from over 30 countries. She also has authored 12 "How To" books, and in this episode she shares tips of how you can do it all and still have time for yourself! And be sure and get the free e-Book "Business Continuity: 5 Steps to Protect your Family", a True Story of a business planning tragedy and steps you can take so your Family does not become the Victim of an Unplanned Business. To Download it FREE  Click Here Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here      

Host: Bill Black  Audio Library: www.ExitCoachRadio.com KC Victor discusses various methods you can use to differentiate you and your business from the rest of the herd.   To hear more tips from over 750 Advisors, visit exitcoachradio.com Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Andrew works with Financial Planners and Advisors, CPAs, Trust Attorneys and Realtors to strengthen and lengthen retirement planning. Questions Answered:  1. What customers worry about versus what they should worry about? 2. How important is liquidity to retirement?  3. What are some red flags when discussing reverse mortgages? Contact Info:  Website: www.effectiveretirement.com Email: socalreverse@gmail.com Bonus Material:  No obligation discussion whether reverse mortgage will help you, or your clients, reach your retirement goals. Free second look for clients already considering reverse mortgage. To hear more tips from over 750 Advisors, visit exitcoachradio.com Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

Here's a 1 minute preview of today's featured Guest. 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 can senior management keep employees focused on the strategic goals of the company? We asked expert Christine Miles.   Christine: I think, sometimes the senior leadership is very clear, but they have a whole organization to move to those initiatives, and people have shifting priorities all day long. And so, how do they keep them on top of those initiatives while dealing with their fast paced world and and what they're bombarded with? Does everybody understand why we're doing this and what we're trying to accomplish, and then are we all going about that in a similar way? And so the alignment around that, hence the Art of the Nudge, of our framework that we've developed, is really the engine that drives the car. And so, understanding the story, telling the story and developing that story so that people are

Here's a past highlight from 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 hear all of their past interviews! Your friends who are business owners or self-employed NEED this information! Please share it with them by clicking on SHARE below! Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com. See the Index for more on this Topic or by this Guest. New content daily - check back often! Transcript:  Miriam: So often, people have internalized their plans for retirement for so many years. It's so much a part of them, they don't feel like they need to talk to anybody about it, and even if they're sharing that retirement with another person, they just assume that the other person is on the same page, and that's where all the trouble begins. People haven't talked about it, they think that retirement is just this reward for a lifetime of work, and they haven't sat down to say, "well now that I have it, how am I gonna make this important? How am I gonna make this what I want? How am I going to enjoy these years?" Now people are retiring and they might have 30 years of good health, good mental health, and they don't know what to do with it, and they haven't really thought about it. To hear more tips from over 750 Advisors, visit