Exit Coach Radio

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  

Sage advice from John Livingston of Plethora Businesses regarding why you need to call your M&A or Business Broker representatives well ahead of the business transaction and the importance of being well planned for business succession or business sale.  

WesleyWood is the founder, president and CEO of Wood Financial Group, LLC, a local, independent financial services company located in Hendersonville, TN. A graduate of the University of Mississippi, Wesley received a Bachelor’s Degree in Business Administration. He holds series 6, 7, 63 & 65 licenses and is licensed in multiple states.   Wesley and his dedicated team are passionate about guiding families and individuals in achieving their vision of financial success. Using an integrated, holistic approach, he prides himself on understanding his clients’ needs and developing a customized, innovative strategy that helps chart a path toward a secure financial future. His area of expertise includes retirement planning, wealth management, tax savings strategies and tax management, estate planning and preservation, annuities and life insurance, long term care and 401K and IRA rollovers.   Wesley takes his role as trusted advisor very seriously, only utilizing strategies and techniques that have stood the test of multiple market cycles. He believes that great things are accomplished through sound partnerships built on trust and integrity and he works hard to exemplify these values in everything he does, both professionally and personally. Service and personal attention are the defining qualities that set him apart from others.  

Renowned Expert Larry Bell discusses little known changes in the recent tax law that effect Non-Profits and discusses a brilliant solution.  Contact Larry via email at larry@theuniquesolution.com

Jonathan Boring of www.SocialSpiceMedia.com  shares Tips, Ideas and Precautions for Business Owners regarding Social Media as a productivity, business development and customer relations tool.   

Elizabeth Mower, President of BEI, discusses the evolution of and trends in Business Owner Exit planning. BEI is the leading innovator in the Exit Planning industry. No other organization offers its Members the comprehensive Exit Planning training, marketing support, and plan-creation tools that BEI provides. As a Member of BEI, advisors have access to an established, systemized process that allows them to easily help their clients with their business-transition planning. Professionals in a variety of disciplines leverage Exit Planning to attract and keep high-caliber business clients in their practices. For more info, go to www.ExitPlanning.com

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

This is a quick promo for a special BEI  Advisor Summit to learn about trends in Exit Planning for your clients and how to help your clients in this area. Tuesday, 2/6 starting at Noon in Orange County at the Ritz Carlton. For more info and to get a $50 discount go to http://www.exitplanning.com/events and include Promo Code SUMMIT50

Jamie shares her incredible life journey with us and shares great lessons she has learned along the way. Dynamic Peak Performance training, consulting and speaking - with a unique integrative approach blending psychology, body-mind fitness, professional golf and martial arts expertise, and entrepreneurial energy. Questions answered: 1) Your work is very 'experiential.' What does that look like, and why do you feel that is such an essential element in your talks and trainings? 2) Can you tell us more about Somatics, and why both a mind and body approach to mastery is especially important in our cyber-age? 3) Do people have to be into martial arts to benefit from your work? Contact info: Email Address Jamiesensei@thekiaiway.com Website www.thekiaiway.com  

Tawnya Gilreath of LA Business Pros shares valuable tips and ideas for getting your business in shape and getting it sold. Be sure and listen to this full 20-minute interview carefully as there are valuable lessons for business owners regarding managing and communication their expectations, working closely with their Business Sale professionals and making a true effort to get the business ready for sale. 

Marty Jacknis is President of a marketing, sales, and management consulting and training firm. Marty is a highly rated professional speaker, author, entrepreneur, and trainer who helps individuals and organizations gain and maintain a competitive advantage in their chosen markets and endeavors. Questions Answered:  1. What do you mean by, "Opportunity Blindness," Marty? 2. What's different about your approach than traditional approaches?  3. What recommendations would you have for our listeners?  Contact Info:  Website: www.opportunitymaximizers.com Email: imartyj@aol.com    

Peter Mehit is the COO of Custom Business Planning and Solutions. Today, he will discuss the most important times to have a business plan.  Questions Answered:  1) What are the three times you need a business plan? 2) Why is it important to focus on your exit early? 3) What can people do if they are nearing the time they want to get out of their business and they haven't planned?  Contact Info:  Website: www.custombps.com Email: pmehit@custombps.com    

For many years the American Heart Association and the medical profession has been addressing this issue and deaths from Heart Attacks is decreasing, but it still is our number one killer and Dr. Jerry's mission is to try and get your help to change the statistic.    Questions Asked:  1. Why do you think it is still our number one killer? 2. What exactly is a heart attack? 3. What are the risk factors for a heart attack and what is the metabolic syndrome? 4. Some recent information that cholesterol is really not the problem. What is the good and what is the bad cholesterol? 5. I have heard a lot about Red Meat, is it really aproblem? Contact Info:  Website: www.askdoctorjerry.com Email: kjbkorn@aol.com    

Haskell & White LLP is one of the largest independently owned accounting, auditing and tax consulting firms inSouthern California, specializing in servicing public and private middle-market companies. With locations in Irvine andSan Diego, Haskell & White combines the expansive services, knowledge, experience and reach of national and international accounting firms with the personal attention, responsiveness and value of a local organization. Questions Answered:  1) What are some of the financial pitfalls that business owners face while getting ready to sell their company?  2) How can this be prevented?  3) What industries in particular are in need of CPA help when prepping for M&A? Contact Info:  Website: www.hwcpa.com Email: wpinnell@hwcpa.com    

Steve Chevarria is the CEO of Pansalus Consulting. Pansalus is a team of behavioral engagement experts that helps organizations to improve the health and productivity of their employees. Through our culture discovery process, strategic engagement planning, and scientific analytic solutions, they help create an environment where healthy behaviors are encouraged and valued. Questions Discussed: 1) Why will changing the culture help an organization?  2) Can you give me an example of how this is different from a "traditional" wellness program? 3) What is the experience of your team? Contact Info:  Email Address: Steve@pansalus.com Website: www.Pansalus.com