Exit Coach Radio

Linda Yates is the Founder of Linda H. Yates Coaching + Consulting Group. Today, she will discuss how you can achieve the image of distinction.    Questions discussed:   1) What are some tips to step up our image? 2) How does our body language impact our profitability? 3) How can we create positive customer experience?   Contact info:   Email: linda@lhyatesconsulting.com Website: www.LindaHYates.com  

With us once again is Joe Seetoo, Senior Vice President and Principal of Morton Capital Management. He has an extensive background as a chartered financial analyst, certified financial planner, and certified exit planning advisor, and works to create financial roadmaps that help his clients get the most life out of their wealth. Joe believes that a sustainable exit plan requires collaboration between all of a business owner's trusted advisors, which goes well beyond just focusing on investments or any individual area. In order to get a client where they hope to go, Joe knows he can’t be working in a vacuum and creates integrated plans tailored to each client’s goals.  In his interview, Joe emphasizes the necessity of business owners taking the time to educate themselves, and to not underestimate the exit planning process. He sheds light on the differences between a business that generates income, and a business that is valuable to buyers. If your business can’t be conducted without you, it is time to take st

In this 20 minute interview, John Brown, Founder and President of Business Enterprise Institute  discusses some of the reasons why business owners put off exit planning, and why exit planning will be harder in the future for many business owners than it was 10 years ago.       

In 2001, Charles Nenner founded, and is president of, the Charles Nenner Research Center. Mr. Nenner has provided his independent market research to the following entities all over the world: hedge funds, banks, brokerage firms, family offices, and individual clients. Mr. Nenner worked for Goldman, Sachs & Co in NY, from 2001 to 2008. Before that time, Mr. Nenner worked exclusively for Goldman, Sachs & Co. in London, where he served as a technical analyst for Goldman’s fixed income trading group from 1998 to 2001. From 1997 to 1998, he served as the head of trading research at Rabobank International, and from 1992 to 1994, he was head of Market Timing at Ofek Securities in Tel Aviv. Mr. Nenner served as Director of Research at Windsor NY between 1987 and 1989, and was a Financial Consultant with Merrill Lynch out of its Amsterdam Office from 1985 to 1987. Mr. Nenner initiated a system of pattern forecasting and securities analysis, and developed a computer program which takes many indicators into acco

  David C Baker, Principal of ReCourses, Inc., is an author, speaker, and advisor. Previously owning his own marketing firm, he found himself giving advice to other business owners a majority of the time and he pivoted aptly. For the last 26 years he’s been a management consultant to the advertising, design, interactive, and public relations fields, advising principals on making better business decisions. Dubbed the expert’s expert, David joins us with profound insight on what works in the ever-changing marketplace. In his interview, David relates our current turmoil to that of 2008, and speculates about how things will look on the rebound. He sheds light on what changes will almost certainly be temporary, and also what is likely to stick around. David is optimistic about the critical thought and forced reinvention spurred by Covid, but also shares some aspects to be cautious of. Additionally, he shares some thoughts on what advertisers can be doing differently in order to deliver a more meaningful message.

  Jim McComb, a Pathfinder at Wild Card Strategy, is in the business of helping others find certain success in an uncertain future. Wild Card Strategy evolved as he began to work with business owners, and found their biggest problem was dealing with future uncertainties. He specializes in working with leaders to strategically plan, develop, and execute business tactics that factor in plausible wild cards. Jim defines “wild card” as anything, either positive or negative, that may disrupt life as we know it, and therefore change the way we can do business.  Though Jim’s interview has been resurrected from a few years ago, his information is more relevant than ever. The only thing we can be certain of is constant change, and Jim proposes that by identifying possible wild cards, we can plan ahead and prepare strategies for these events ahead of time. The most successful people are able to anticipate the future and get there before their competition does. Jim shares various examples of forethought and innovati

Brynson is the Director of Franchise Sales at uBreakiFix, an electronic device repair franchise. He works with: • Existing uBreakiFix franchisees • Carrier dealers • Prospective franchisees • The franchising industry

Internet marketer Michael Caroff paid his way through college (and a bit beyond) playing clubs and teaching guitar. He then went to work for the legendary guitar company, Fender, where he started Frontline magazine, a publication he produced for 8 years. Subsequently he worked for The Phelps Group -- a full-service advertising agency -- as an account rep and later a Web production manager. While at The Phelps Group, Michael launched an Internet marketing and development company, Caroff Communications. For the last 25 years, Caroff Communications has produced more than 100 Web sites, and done online marketing for clients in a variety of business genres, including law, finance, medicine, retail, nutrition, and a myriad of other fields. The company specializes in cutting edge responsive websites, as well as SEO (Search Engine Optimization) and PPC (Pay-Per-Click) marketing. As a Google Partner company, they are certified experts in digital marketing strategies and tactics. For the last 19 years Michael ha

My guests today are Anthony Faso and Cameron Christiansen, founders of Infinite Wealth Consultants and hosts of the Infinite Wealth Podcast. Anthony and Cameron are passionate about empowering families and business owners to create passive income and build wealth without the risks of Wall Street.    A few areas we addressed in this interview: Three reasons typical financial advice is flat out wrong for most investors • The million-dollar mistake: Why you should never pay cash for real estate • What is Infinite Banking, how to Become Your Own Banker • What is financial freedom and how to achieve it • How to use Infinite Banking in real estate to increase cash flow and pay less in taxes

Soyini Coke is the Founder and Principal of Annona Enterprises. Today, she will discuss the benefits of planning, and why it's so important for success.  Questions Asked:    1) Strategic Planning is very often viewed by business owners as an exercise for large businesses. How can they make it both relevant and profitable in their operations?    2) If a CEO doesn't want to do a 50 page business plan or strategic plan, what are your recommendations for how they can get some benefits?   3) What are some of the financial results you've seen business owners get from a great plan?   Contact Info:    Website: www.annonaenterprises.com Email: soyini@annonaenterprises.com     

Chris Larsen is the founder and Managing Partner of Next-Level Income, through which he helps investors become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. While completing his degree in Biomechanical Engineering and M.B.A. in Finance at Virginia Tech, he bought his first single family rental at age 21. During his subsequent career in the medical device industry, 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. In addition to real estate, Chris has invested in equities, oil & gas, and small business lending, as well as being active in Venture South, one of the nation’s Top 10 Angel Investing groups. Chris lives with his wife and two boys in Asheville, NC where he loves spending time with

Miranda McCroskey is the founder and lead attorney at Unlock Legal. Unlock Legal is a law firm that focuses on criminal defense and professional license defense for Californian's in trouble with their licensing boards. Here are a few questions Miranda answered in her interview: 1.  What kind of licenses do you defend?  2.  What can you do for licensees in trouble with their boards?  3.  What differentiates you from other attorneys who do what you do?  Contact Miranda for a Free Consultation - visit www.UnlockLegal.com  

Back with us again is Jennifer Peek of Peek Advisory Group. She started her company 10 years ago and specializes in aiding female business owners with their exit plan, but today shares useful information for anyone seeking clarity in these uncertain times. As the economy has come to a screeching halt, it can be hard to know when and how it will come back. Jennifer offers some practical examples of adaptation, as well as insight on what we may see in the coming months. The big question on everyone’s mind right now is “what does the new normal look like?” While no one has a clear answer to this, Jennifer has valuable insight on what we might expect. She shares her observations on the different obstacles faced by service-based industries and product-based industries, as well as predictions of consumer habits. Jennifer also mentions the idea that there may be ripples still to come that we haven’t seen yet. Her expertise is priceless in this unfamiliar economic climate and you don’t want to miss Jennifer’s interv

Today’s guest, Jennifer Katrulya, is a Partner at Citrin Cooperman and is considered a pioneer of the outsourced/virtual CFO, advisory, and accounting services space. She is credited with helping hundreds of companies in all phases of growth implement best practices and position themselves for profitable and successful ROI at exit. Jennifer is a nationally recognized strategic and operations advisor for high-growth technology, service-based, and healthcare companies who are committed to choosing to achieve results over making excuses. Welcome to the show, Jennifer! 1. You are a CPA, but you focus on helping companies as a Chief Operating Officer, an Operating Partner, and/or often as part of helping a company with their business development strategy. How did your career evolve, that has led you down these paths?  2. What should a business owner or company do today, if they know they want to build toward the optimal exit?  3. What are you seeing company leaders do right now, that you wish you could change?

Carl is the coach of all coaches and the mentor of all mentors, having personally trained over 7000 people in the business - more than anyone else in the country! A business growth expert, author, speaker, and serial entrepreneur, Carl’s career started by accident when he broke his leg and dropped out of his undergraduate accounting and finance program. He needed a new path so he turned to what he knew best- landscaping. Carl scaled that business into a 7-figure business and then sold it in 1992. He has now built three multi-million dollar businesses -all before age 40. Carl has mentored CEOs of some of the biggest companies out there including Walmart, IBM and the US Army. He has also authored 3 best-selling books on business strategy and growth (most recently Biz Dev Done Right). Carl is married with three children, lives in New Jersey, and co-hosts the Quit & Get Rich radio show. In this interview Carl shares a wealth of knowledge about how to adapt during COVID and how to increase your business val

Marty Jacknis, President of Opportunity Maximizers, Inc., 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. He’s previously worked for companies like IBM and has worked among the top business leaders in the world. Marty’s life was changed when he realized he needed to figure out why what he was doing was working, and he became proactively introspective. Marty has experienced first-hand the value of identifying and seizing opportunities.  In his interview, Marty talks about self-limiting belief systems and how often you can do things just because you didn’t know they couldn’t be done. Marty also mentions a few ways to find new opportunities right away. Looking at the whole picture, rather than just one department, is also essential according to Marty. He shares various tried and true methods for improving negotiation and collaboration. The minute we slow down, our co

Tony Martignetti is a leadership coach, entrepreneur, idea generator, and people connector. He brings together practical experience, formal training, and extreme curiosity, to elevate leaders and equip them with the tools to navigate through change and unlock their true potential. He loves guiding people to find clarity in their lives, so they are energized, fully present, and unstoppable. When leaders unlock their potential and lead from a place of inspired purpose, they impact and inspire everyone around them. He has dedicated himself to helping people live an inspired life. Before becoming a coach, He was a finance and strategy professional with experience working with some of the world's leading life sciences companies. Along his journey, he also managed small businesses and ran a financial consulting company. Tony is the host of The Virtual Campfire podcast and is currently writing his first book, "Climbing the Right Mountain: Navigating the Journey to An Inspired Life."

Christopher is a peak performance expert and professional speaker, who has devoted his life to helping high-achievers manage stress, increase productivity and have more energy. Here are several questions/topics Christopher answers and addresses in this interview: 1. How have you been able to transition from a real estate career to professional speaking and coaching successfully? 2. How have you been able to overcome your Learning disability (education system)? 3. How to hit your personal peak performance levels. 4. How to manage stress, increase productivity and have more energy. 5. Common mistakes people make when trying to transform their life. https://www.christopherdedeyan.com/en/coaching/

Todd is CEO of Extraordinary Advisors. He helps his clients ditch their comfort zone, dive into their “failures,” and re-frame their mindset to be more authentic, transparent, and vulnerable to affect real change along the path to success. In this interview, we discuss Todd's path to success and his new book From "Suck to Success: A Guide to Extraordinary Entrepreneurship"  

Reb Risty, Head and CEO of REBL Marketing, is a marketing expert with useful information for communicating with your customers in these unique times. After starting her company in 2008, her mission has been to help her clients clearly communicate their value propositions and boost engagement. The marketplace has rapidly shifted from a digital world to a virtual universe, so online presence is more important than ever before, and video testimonials are a great place to start. As we begin to reopen, Reb has tips for marketing in a cognizant manner. In her interview, Reb discusses the importance of continuing communication with your customers. She dives deep on the importance of having not just testimonials, but video testimonials from clients. Reb shares some of the reasons video testimonials are so successful and how you can easily start generating your own. It is essential to adapt to the changing marketplace, use Reb’s tips to thrive in the virtual space. 1-Minute Sections:  5:28-6:21: Marketing tips for