Exit Coach Radio

In this 20 minute interview, Don Burzen, Positive Exits Business Consultant, discusses how he helps business owners replace assumptions with facts so they can do effective planning. He also offers many valuable tips and strategies for businesses owners.    

Channing Hamlet is a Managing Director of Objective, a leading investment banking and valuation firm. He oversees the robust appraisal practice which conducts more than 200 appraisals per year, and leads execution for investment banking transactions. He will rely on experience and case studies to highlight areas that business owners should consider when selling their business in order to improve the "sale-ability" and valuation. In this interview I ask Channing the following: 1. What is the most common factor that impacts the "sale-ability" of a company? 2. How do you identify key value drivers of a company? 3. When should a business owner begin planning their exit? Get in touch at www.objectivecp.com for a Consultation with a Managing Director of Objective to assist with planning and execution of your exit strategy, or development of business valuation.

Carol Marzouk, CEO of Leadership 'N' Soul discusses why there is low trust and destructive conflict in the workplace, and what to do about it.      

Steve Medland is a Certified Financial Planner and co-founder of TABR Capital Management, an independent, fee-only financial planning firm based in Orange County, California. Today, he is going to talk about issues that the Millionaire Next Door faces. Please share this interview with your Social Media contacts!    

              Skip Weisman is in the business of improving workplace communication so that small business owners can create a more positive, productive and profitable company. Questions Asked:  1) You typically work with small businesses with between 6-60 employees, why do you focus on that size/type of business? 2) How, specifically, does communication kill company profits in small businesses? 3) What are the biggest communication mistakes small business leaders make in leading their employees? Contact Info Website: www.YourChampionshipCompany.com Email: Skip@WorkplaceCommunicationExpert.com  

  Wayne knows websites - and how to measure their success. Questions we discuss: Why don't most websites help entrepreneurs reach  their goals? What is the number 1 mistake entrepreneurs make when having a new website built? What can/should people do today to improve the results they get from their website? Be sure to have a pen and pad ready to capture the "353 rule"! Contact at www.uglymugmarketing.com

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

Mr. Seetoo is a Partner and Vice President with Morton Capital Management - a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth families.  Questions Answered:  1. Why is it important for business owners to do financial planning prior to selling their business? 2. Your firm has a niche in identifying alternative investment strategies - why is that? 3. How can business owners (or any investor) generate sufficient income in Zero interest rate environment after they sell their businesses?   Contact Info:    Website: www.mortoncapital.com Email: jseetoo@mortoncapital.com      

Back with us again is Heath Goldman, President and CEO of ICON Wealth & Legacy Partners. Heath serves as a financial Architect for business owners and real estate partners. He is also a Provisors member and group leader for estate and succession planning. Heath knows the value of a good plan, and is an expert and helping others protect and create their legacy. In his interview, Heath stresses the importance of communication, collaboration, and coordination between advisors. In order to make the best plan, these different people must be aware of each other’s actions to avoid any gaps. Clients often struggle with taking the time to understand what their team is doing on their behalf. You may think you know what is going on with your estate plan until the questions begin, and it is essential that the whole team - including family - is on the same page. We all want to leave a proper legacy, so listen to Heath’s tips for doing just that. 1-Minute Sections:  4:04-5:05: You may think you know what is going on

Vince Mastrovito of Prometis Partners shares great tips about how you can create and maintain a successful family business culture.  

Click here to read this episode's transcript.    Chris Yonker, Founder, CEO, and Executive Performance Coach at his boutique consulting firm CHRIS YONKER, believes no one should settle for less than spending their time in peace, joy, and ultimate fulfillment. He has over 20 years of corporate experience working at 3M, but meanwhile has also dove deep into studying Neuro Linguistic Programming, as well as practicing various aspects of Eastern Philosophy. As he began business consulting, he noticed many CEOs and other outwardly successful people were not actually joyful in their lives. Chris knew he could make a difference in people’s lives by coaching them on how to live in their legacy.    In his interview, Chris enlightens us on the tremendous power of meditation. In times of COVID, many business owners may be realizing that it’s time to rebuild, and looking inward can help determine the best course of action moving forward. Chris discusses how you can start meditating, and why it is so useful to give your

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

In this 20 minute interview, Martin Staubus, Beyster Institute at the Rady School Management  discusses how an ESOP can be a tax-advantaged and effective way to sell and transfer your business to employees.  

Don Phin is an attorney and VP at ThinkHR. ThinkHR offers online HR tools, live help and training to more than 70,000 small and medium sized businesses nationwide. Don is going to talk about The Inspired Workforce.   Questions Asked:    1) What is the first thing you want business owners to know about HR? 2) How can we hire great employees? 3) What should employers do to make sure they have their compliance act together?   Contact Info:    Website: www.thinkhr.com, www.donphin.com Email: don@donphin.com   Bonus Material:    View Don's Amazon Selections  

Janna Hoiberg is a well-known author, speaker and award winning Executive and Leadership Business Coach with over 30 years experience in managing and operating successful businesses. She has helped businesses with needs varying from increasing profits, improving systems, strengthen teams and executive leadership, and fiscal growth. Janna is in the business of helping people “change the way they think about business!”   Contact Info:    Website: www.jannahoiberg.com Email: janna@jannahoiberg.com    

              Hema Dey, of Iffel International, discusses the mechanics of an effective marketing program. Transcript:  Bill: We asked marketing strategist Hema Dey for some key ideas and strategies for business owners to think about when developing their marketing plan. Hema: Marketing is like a war game, so you really need to understand the landscape of the people that you want to sell to, and who your competitors are. We always produce a functional marketing plan. Another thesis, which is three months worth of work, but something that you can actually  go out and say, right, roughy, this is your target market, here are your threats, your competitors, and what you’re up against, and really measure what those gaps are to make sure that the sales model, and I know a lot of people see the word “sales” as a big taboo word, but a business cannot survive without sales and if you apply that right across even the professional service sector…if people can actually put a sales organization within their business, the

Julie Ryan is the president of Isaturn, Inc., a company invested in data privacy and security. Today, Julie will tell listeners how to easily and inexpensively protect themselves, their companies, their employees, and their clients from data breaches, and what to do in the event of one.    Questions Asked:    1) Do data breaches really happen to small and mid sized companies?  2) What can executives and companies do to protect themselves?  3) What can I personally do to protect myself and my family?    Contact Info:    Website: www.isaturninc.com Email: julieryan@isaturninc.com      

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

Barbara Turley started The Virtual Hub Ltd to help busy business owners get their life back. She offers several great tips and strategies for how to effectively do just that with virtual assistance.

Curt Mercadante is founder of Merc Enterprises and he is a branding expert, speaker and business strategist. Here are some of the questions we tackled in this interview: You talk about an "authority brand." What other types of brands are there, and what's the difference? What are the four pillars of building an authority brand? Where do you start with an entrepreneur or business owner who wants to build his/her authority brand? What's the biggest mistake you see entrepreneurs make concerning branding? How have you seen branding evolve over your 25 years of experience? What is ONE piece of advice you can give to our listeners right now about building their authority brand?