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! Transcript:  Bill: Tell us about your book, you have a book out, it's called, "The Boomers Guide to Aging Parents" correct?  Carolyn: Right. And, you know, after I retired from my litigation practice, I didn't have very much to do. You can't just start a business just by snapping your fingers, as you know. So, I decided that I would write a book to answer some of the questions that people were asking me. And, it was sort of a random effort at first, but it took shape, there are 9 chapters. It deals with things like: What do you do if your parent is a dangerous driver? How do you get them to accept help? What if they need help at home, what are the pitfalls for hiring a person to come in and assist your loved one? What do you do if you're trying to figure out whether they should have assisted liv

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! In this 1 minute highlight, Nick Yocca, owner - The Yocca Law firm, discusses briefly how different states offer different levels protection for those considering Asset Protection. Transcript:  Nick: We can find your best asset protection in odd places. Forming an Alaska LLC isn't a bad thing, either. Nevada is certainly a good LLC state. California is not terrible, but the environment here makes it a little bit dicey. Our judiciary, and the judiciary in Nevada, if you were to compare them side-by-side, you have much more of a plaintiff, or tilt in California and less in a Nevada. Where asset protection is the key, we sometimes would steer toward Florida, where your home stay exemption is $1,000,000, and so your asset protection can be that much stronger. But, I did mention Alaska, they have

Sue Koch is the owner of Three Squares Coaching and Consulting. She beleives that Self Awareness is Sexy In this interview we discuss the following: How would you describe self awareness and why is it important or "sexy" to be self aware? Don't people who have reached "a certain age" already have self awareness? What can a person do to become more self aware? You can reach Sue at sue@threesquarescoaching.com  

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! In this 1 minute highlight, Mark Dorman, President & Founder of Dorman Legacy Advisors, shares his tips for you to consider as you begin to plan for your Exit. Transcript:  Mark: Be prepared to spend some time. You build a business and maybe it's 15-30 years. I was with a gentleman this morning over breakfast, he goes, "Well, how long is this gonna take?" I said, "Well, you built a company that does 20 million in revenue, you think we can find 30 hours over the next 52 weeks to actually focus on how you are going to transfer it to your kids?" And, you know, when you play it back to them in that fashion, he's like, "Yeah, I think that would make some sense." So, you have to be able to commit the time.  The other tips would be, make sure you're working with people who know what they're doing.

Chris Colton is with HUB International, a Commercial Insurance Brokerage. He specializes in Executive Liability or Management Liability insurance. The most common policy in his niche  is Directors & Officers Liability. It's a subset of the commercial property & casualty industry but these insurance products are specifically designed to protect the personal assets of business owners & entrepreneurs in the event they are involved in costly corporate litigation.   We discuss the following in this interview: 1. Specifically when it comes to exit planning what role can these policies play? 2. When is the right time to engage a broker about these policies? 3. How do I know if I'm getting adequate counsel in this area? You can reach Chris at 858-373-6901 or by email at chris.colton@hubinternational.com  

Rhonda Ducote is the President and Principal of Apriem Advisors. She specializes in empowering women to take the financial reigns of their families and businesses. In this interview we discuss: 1. What are some of the key financial planning steps business owners should take when planning their exit? 2. How far in advance do you recommend that they start this planning process? And with whom should they consult? 3. Who are the Women of Wisdom?   To reach Rhonda, visit www.Apriem.com  

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 "Murph" Murphy and David Horwich of JK Murphy Advisors discuss some of the most  important planning techniques that business owners should consider. We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com .

Mahyar Ghassemian and Ghassemian Law Group focus on Business and Construction Law. Today Mahyar will talk about some new developments in Construction law. Questions Answered:  1) What is the number one reason contractors get sued? 2) What is the best way to minimize the impact of any lawsuits? 3) Any other important advice for people in the construction industry?   To hear more tips from 100+ Advisors, visit exitcoachradio.com  

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! Kevin Walker, President of Boardwalk discusses the importance of establishing your Brand in the years before your Exit and the huge value that is wrapped up in your brand. We add new content daily, so check back often! Transcript Kevin: Well, I go back to grand promise: a brand is not your logo, it’s not your name, it’s the promise you make and keep to your customers base. And so, you need to be thinking about, how I can I make that promise unique to my organization? The second thing I would be thinking about: a brand needs care & feeding, we need to be thinking about it, if not every day, then at least every week, or every month. Whenever you make a big decision, you should be asking yourself, how is this going this to effect our brand, how does this effect the promise that we’ve made to

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! Chris Sprague of the Chris M. Sprague Team, discusses how finding your "zero point" is the key to reducing frustration, increasing performance and happiness. Transcription:  Bill: What would your life be like if you could just do what you want to do all the time? Here's expert Chris Sprague.  Chris: The beautiful part about today is, when you hit 50, you still have half your life ahead of you. If your listeners take nothing else from me than this, I want them to hear this. If you do what you were meant to do, if you find your zero point and live to that for even one day, even one hour of one day of your life, even if it's the last hour of your life, then your life has been a success because there so any people, there are millions of people out there, who don't even live one hour of their life k

Host: Bill Black. Annette is a seasoned bookkeeper and QuickBooks consultant who helps small business owners get the most out of the QuickBooks software. Audio library: www.ExitCoachRadio.com. New content daily - check back often! Transcription:  Bill: When should someone consider outsourcing books to someone like yourself?    Annette: I always think it's a good idea. The only time you shouldn't is if you're just getting started, and literally you can't afford it. We know how lean it is the first few months or first few years in a business. And at some point you have to just sort of just choose, look, in a perfect world, I would have this, but I won't. So, that would be one instance where you wouldn't. Alternatively, if your business is really simple, and you, or your spouse, or your assistant, or your fill in the blank, some trusted person, has a strong accounting background and knows Quickbooks fair well, and they're going to do it for you, awesome. Or, if you, yourself, have that accounting background

We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com. See the Index for more on this Topic or by this Guest.   Transcript: KJ: Probably the most asked question, which is probably 95% of the time, is: how do I engage into a prospect the minute we turn around and walk away from each other? Because most people say, "I’m not good at follow-up,” and that’s professionals across the board. And we do start with the memo pad, having a short memo that you can send to them in a text, saying, it was a pleasure meeting you, and please look forward to a one-time email. And you say the word one-time because it relaxes their mind and it makes them think you’re not a spammer. And then you follow up with an email saying, as promised, here’s an email. And if you can do that immediately when walking away, you’ll get a lot more respect, people will want to do business with you more often.   To hear more tips from over 750 Advisors, visit exitcoachradio.com Listeners: You asked, so we found FREE solutions for

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! We add new content daily! Listen on iTunes: iTunes.ExitcoachRadio.com . Transcript  Richard: The first thing you have to do, I think, that's important, is to make sure that the family documents and understands their shared history. Where the family came from, how they got there. You know, a lot of times that doesn't get documented, doesn't get shared with the kids. They say when somebody dies it's like a library burns down, all that wisdom, all that potential mentorship is lost for all future generations of the family. And so, we make sure and gather that, we capture it, we interview the parents, we do video interviews, audio interviews. We create what we call a family vision statement that tells the next generation, "Okay, this is how we got here, this is what we believe is important, these are

AnthonyA. Saccaro, ChFC, founder and president of Providence Financial & InsuranceServices, is a financial planner and registered investment advisor- but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future. Saccaro is a frequent speaker on estate and financial planning topics and is an advisory board member for Senior Market Advisor, a leading industry publication. In October 2012, he appeared on the cover of Life Insurance Selling, one of the premier national magazines for financial planners and insurance professionals   In January 2014, Saccaro was invited to be a guest on KCAL9 News and speak on the topic of financial resolutions. He was named one of Southern California’sFinancial Leaders by Forbes magazine and is part of the Ed Slott Elite IRAAdvisor Group. His arti

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:  Christopher: A blue ocean is really a market that is untapped. What they're encouraging you to do in a blue ocean, is go where others have not gone yet, and it's an untapped, really undefined market. And I feel like that's how the exit planning industry is right now. You've got a lot of owners that still have not made the move, and yet we know that two-thirds of privately held businesses are owned by baby boomers. We know the youngest is 50 and the oldest is 68, now, and so at some point, mother nature is going to force us to transition. Unfortunately, there is still different ways to do things, there's still very fragmented kinks, and teams and advisors don't work together and collaborate like they should.  Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “T

Bill Spetrino is a professional investor who has made millions for his clients and himself through strategic investing. A trained accountant, he graduated from John Carroll University in Ohio and spent a decade teaching. A lifelong entrepreneur as well, Spetrino set out to understand and codify a simple dividend investing strategy for amassing a retirement nest egg, an idea that eventually led to the creation of The Dividend Machine newsletter for Newsmax in 2009. Using his strategy, Spetrino picks the kinds of dividend stocks Warren Buffett or the late Sir John Templeton would recommend — long-term cash generators that also can offer handsome appreciation potential. Questions Answered:  1) How can I have $100,000 in dividend income in 24 years while making less than 5 figure income?  2) How can I prepare for retirement?  3) Why are stocks are the best investment?   Contact Info:  Website: http://www.billspetrino.com   Bonus Material:    Book on Amazon: "The Great American Dividend Machine"  Listen

A 1 minute excerpt from a recent interview with Heath Frantzen. Hear the full interview by entering 'Heath Frantzen' into our search index at www.ExitCoachRadio.com. We upload new content daily so check back often! 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! Tell your SmartPhone to find ExitCoachRadio.com so you never miss an episode! Transcript: Bill: Okay, so it’s your first chance at selling your business, here’s some great wisdom from somebody who’s done it many times, Rick Usher. Rick: I think the realism we talked about, first of all: what is my business really worth? People have these proprietary feelings about their business, and they think often times it’s worth a lot more than it is, that’s the first thing. The second thing is that they’ve gotta be realistic as to how they’re gonna make this transition. I think it’s very unlikely for most business sellers to find a buyer who’s gonna walk up and write them a check, so they need to figure out and plan how they are gonna exit this thing, whether it’s seller carry-back financing, whether it’s

Alan Beaulieu is in the business of international economic forecasting and consulting. Today he will discuss the economic depression coming to the US, and what we can do to prosper by knowing this information.  Questions Answered:  1) Why is the Great Depression coming to the US? 2) Is it just the US? 3) When? Also, can anything stop it? Contact Info:    Website: www.itreconomics.com  Email: alan@itreconomics.com  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

Tim Templeton of Templeton Interactive discusses some of the ways that Twitter is evolving and why it is a relevant and important tool for business. 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.  Transcript:  Bill: What's the best way to use Twitter and other social media? We ask expert Tim Templeton.  Tim: I just had a friend ask me today, I don't really get Twitter, what is the value? And I said, you know, it's 2 things, it's self-promotion, or business promotion in his case, and it's research. So, if you want people to know who you are and what you're doing, you create content, you create blog content. You want people to see it, one of the best ways to get it out in front of people is to send out an announcement using Twitter. Likewise, if you're trying to find people in your ecosystem, your business, the analysts, the re