Exit Coach Radio

Natalie Elisha Gold, Provisors member and Managing Attorney at Gold Legal Group, LLP., is in the business of protecting your legacy and the legacy of your business and clients. After a life-changing injury in her youth, she was motivated to change the world and at age 24 started her own law firm. Natalie aims to help people leave something better behind for their children and implement trusts which will preserve wealth to the fullest extent possible. Her strategic approach to wealth preservation is truly essential to having a highly successful estate plan. In her interview, Natalie discusses estate planning as a way to protect your independence and privacy. Without a plan, your family will be faced with time-consuming litigation and expensive attorney and court fees. Natalie knows that the best way to preserve your wealth is getting your estate plan sorted out while you’re still able, and continuing to update it as necessary. A legal fee is a drop in the bucket compared to the money you’ll save by having a w

In this 1 minute highlight, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the importance of focusing on the effectiveness of your Management Team. ExitCoachRadio.com - Great Advice from Great Advisors!  Listen to Daily interviews and tell your Business Owner friends!

Steven Snyder is author of the book Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion.    Questions Answered:    1) What is Focused Passion? 2) How can it help readers to become mindful? 3) What are the benefits of living with less stress and more passion?    Contact Info:    Website: www.FocusedPassion.com Email: steven.snyder@mac.com Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion is available on Amazon in paperback and on Kindle.       

Steve Ciepiela owns a well known Planning Company. 10 years ago he experienced every business owners nightmare - the sudden death of his friend and partner. Listen to his interview with Josh Patrick as he describes the experience, and how he was prepared, and what he learned from the experience. You can contact Steve at Sciepiela@charlesstephen.com  

To Read This Episode's Transcript: Click Here Back with us again is Andy Gole, of Urgency Based Selling. He’s been helping business owners improve profitable sales for the last 27 years. Andy is also a Vistage member, is the author of “Innovation Now,” and has a storied history in all areas of selling. He has important information regarding sales during Covid to share. In his interview, Andy discusses some reasons why you should still be reaching out to your clients, despite the current crisis. He explains the idea that if you may be able to help them succeed, there is no reason you shouldn’t reach out. Andy gives powerful insight on the power of creating a sense of urgency when selling and discusses the central paradox of selling. Additionally, in light of the increasingly virtual world, Andy also has some tips for more successful email campaigns. Don’t miss out on Andy’s powerful tips that will help you increase your sales. 1-Minute Sections: 5:28-6:32: The central paradox of selling. 7:26-8:28: Pa

In this 20 minute interview, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses how he works with clients as an "Architect" to add thought and structure to complex plans. He also talks about popular tax minimization and other financial strategies that tax-weary business owners are exploring to minimize the many layers of taxes on wealth.        

Here's a 1 minute highlight from an interview with 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 sell all of their interviews! Jim Immel, Founder of Immel and Associates, Inc. explains how Clarity is critical before implementing plans and being clear about your questions is key.  Transcript:  Jim: One of the things to realize is, that when we're helping these individuals, they could be asking the wrong questions. And, I just think that a lot of times what I see is that things move too fast, that we actually ask the business owner what they want, and we actually believe the answer that they give us. And, one of the realities is, they may tell you the answer to that, but they may have started down the wrong path by asking the wrong question upfront, and now they're starting to run down a pathway that might cause either themselves, from a tax stand point, or the employee standpoint, or even from a cust

Daniel Sachs has an interesting background and a new book, The Million Dollar Greeting - that you will enjoy hearing about.      

BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S.  Questions we addressed: What are some of the steps that business owners can take in advance of a potential exit event? What are some of the mistakes you've seen business owners make after their exit events, and how can they be avoided or minimized? What does it mean when you encourage people to "graduate into retirement?" Eric has written "Pay Less Taxes Now" which explains the four places most Americans can put money where it will never be taxed again.  Download it for free at www.lowtaxbook.com. You can also catch Eric's podcast "Don't Retire...Graduate!" and dozens of articles he's written for Forbes.com can be found at www.brotmanmedia.com.

Craig West discusses the impact exit planners can have by helping prepare financial, business, and personal matters. Transcript:  Craig: The big change for me, and certainly for most of my advisors and people that have done the secret program in Australia, or a lot of the I would imagine who have done it here, is that you're actually doing something quite tangible that really helps a business owner in terms of their financial and personal lifestyle outcome. So, as an accountant, I used to lodge tax returns and I used to lodge lots of other compliance documents, and at the end of the day, you really don't help people. But, if you can get an exit plan right, and I've got a number of examples where I've worked with clients over 3-5 years to really prepare them, their family, their business, their financials, their personal situation for an exit, and if you can achieve that very successfully, you make a substantial difference to that person and their family.     

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview! Patti Cotton discusses getting to the details, and how to engage clients and business owners with specific topics.  Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!  

Bruce Mack of Platinum Trust Group shares important strategies for business owners.

Ask Dr. Jerry! Dr. Jerry Kornfeld always brings us new and up to date info about health and living an active life. Today we discuss new developments that help reverse arterial plaque without drugs! Contact him at kjbkorn@aol.com  

Dan Miller is a nutrition and wellness coach and today he will talk about making a plan to live a longer and healthier life. Questions Answered:  1) Why does America have a weight problem? 2) Can't I just eat less and exercise more? 3) What's the one thing to change today to live longer? Contact Info:  Website: danmiller.tv Email: dan@danmiller.tv  

When you invest in machinery, you want to get the most from your investment. When you devise a marketing plan you carefully measure your return on investment. Yet most employers don't look at one of their most significant investments - human capital - with the same eye on the return on their investment. In her 20 minute interview, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the important factors that lead to maximizing your Human Capital ROI.  

David Taylor-Klaus, of DTK Coaching, helps entrepreneurs and executives live more fulfilling lives. David started in hospitality, switched to technology, and, despite his accomplishments, eventually realized he wasn’t living the life he truly wanted. In 2008 he started DTK Coaching and hasn’t looked back. As a coach, he aims to hold his clients accountable for both their goals and who they are at their core.  In his interview, David analyzes the phrase “work-life balance,” and how backward this statement really is. He emphasizes focusing less on revenue-based goals, and instead of taking action on goals oriented towards personal fulfillment - we are not on this planet just to make money. David has much more life-changing information than can fit within a 20-minute interview, and graciously offers a free link to his book “This Is Your Wake-Up Call!” You do not want to miss out on the information David has to share.        

Barry Moniak is an Organizational Therapist at End In Mind. Today, his topic is Synergistic Culture and he will discuss the importance of interdependence.    Questions Answered:    1) What does it take to have a synergistic outcome? 2) What is interdependence? 3) Why do we resist interdependence?   What does Barry Moniak believe? He believes that all human beings have the innate desire to become better versions of themselves. Every innovative leader knows this. He believes that the workplace is the ideal place for this transformation to take place; not the mountain top, seaside, church or synagogue; not even the latest greatest get motivated seminar. The job site is the place to achieve enlightenment! We do not typically think of the workplace as the best environment in which to become better quality human beings. But it is. The world of business, the place we spend so much time together, provides the perfect playing field – the tough, no-nonsense, yet highly creative space in which we discover who we real

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

Jim Doty of Doty Consulting talks about client situations he has encountered and exit planning readiness from a CFO's Perspective.  

Michael Pfeffer, Valuation Expert and Business Broker for Murphy Business & Financial Services of Southwest Florida, explains why it's always important to be ready to transfer your business.