Building and Protecting Your Business Worth

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“Building and Protecting Your Business Worth Podcast” brings together ideas from successful small business owners, and professionals from many different industries to share strategies and ideas to help create business growth, increased profits, and to pro

Thomas J. Perrone, CLU,CIC


    • Oct 1, 2024 LATEST EPISODE
    • infrequent NEW EPISODES
    • 33m AVG DURATION
    • 114 EPISODES


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    Latest episodes from Building and Protecting Your Business Worth

    Staying with Business Basics and Thriving!

    Play Episode Listen Later Oct 1, 2024 23:10


     Staying with Business Basics and Thriving!    Brian Donahue is the founder and President of DMI. A successful company that wholesales Life insurance and Annuity products to Financial Advisors around the country.   DMI is known for its great culture, consistent and great service.  Staffed with long-time employees, DMI is a model of what service to customers should be.   In this day of  inferior performance in servicing the public, DMI is the “Trader Joe's and Costco's” of the small business arena.  Learn how Brian Donahue has steered the ship and created a great culture with his business. Brian is the first person to recognize that DMI's success is all about the people that support the organization.   Brian Donahue DMI MARKETING Dmi.com 50 Derby St STE 250, Hingham, MA 02043 800.322.6342 

    HELPING Small Business Owners Navigate Their Financial Future While Creating A Win- Win!

    Play Episode Listen Later May 25, 2024 29:22


    Rich Pavano, CPA, owner of SKP Advisors, has helped hundreds of small and medium sized businesses focus on their financial futures.  We discuss many of the strategies that have helped SKP Advisors  to be the place to go as tax advisors and accountant professionals.  Rich is extremely passionate about what he does, and it shows in the way he works with his team and clients. A professional in every sense.  Phone  203- 933 -1679admin@skpadvisors.comhttps://skpadvisors.com/services/47 Middletown AveNorth Haven, Ct 06473

    The Question! How Will You Build Wealth Through Your Business?

    Play Episode Listen Later Mar 29, 2024 12:15


    The Question! How Will You Build Wealth Through Your Business?   This is a question that very few business owners actually ask themselves when they buy or start a business. But it's a critical question. It certainly can change as time goes on in business changes, but it does create a focus for the business owner as to how they will build wealth.  Business owners don't enter the entrepreneurial world to have a pleased to go, a position, and a possible salary.   They become entrepreneurs for the purpose of building wealth for the future. That being said,  it's a legitimate question to ask.    Today. I'm gonna cover the two ways of creating wealth with an option of a third way.   Thomas J. Perrone, CLU, CICNew England Consulting Group of Guilford, Inc.203 530 6615 tperrone@necgginc.com

    The Four Major Causes Of A Business Failure!

    Play Episode Listen Later Feb 18, 2024 14:40


    The Elephant In The RoomThe Four Major Causes Of A Business Failure!Tom discusses the four major causes of a business failure and the fact that many business owners, large and small don't spend time planning for.  tperrone@necgginc.comTOMS BLOG:  www.yourbusinessworth.comCELL:  203 530 6615

    Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!

    Play Episode Listen Later Oct 16, 2023 23:43


    Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!David Taylor of Taylor Foley Law firm shared with us some of his untique planning strategies to help business owners lessen their tax exposure will increasing their net worth.  David's firm is not the traditional law firm, when approaching tax planning.  His planning strategies are holistic and deep.  His goal is to maximize the yield by reducing the transactional costs and taxes.  By doing this the companies value will increase the future multiples.  David's expression is “We are aggressive in result but conservative in approach”.  The firm's Annual and Capital Tax Mitigation service reviews with clients on an ongoing basis to stay ahead of the tax issues.  He also discusses his Annual Tax Mitigation system which is a planning system throughout the calendar year with the advisors of the firms he works with.  This is a collaborative effort, and one that puts the client in a better tax position than in the past.  Listen as David discusses the many differences in his practice and how he uses his creativity to help in the tax planning area, and the planning area in general.  David Glenn Taylor, LL.M.Taylor Foley LLC171 Chruch St- Suite 330Charleston, South Carolina 29401(P)843-723-2000 (f) 843-723-2013Dtaylor@taylorefoleylaw.comWww.taylorfoleylaw.com  

    Unlocking Your Business Wealth!

    Play Episode Listen Later Aug 28, 2023 21:42


    “Unlocking Your Business Wealth? Brian is a specialist in business growth. He is extremely passionate about helping business owners build wealth in their business so they can become financially independent in the future and enjoy the lifestyle financial freedom brings. Many business owners run their business with the focus on personal income, and the freedom of time.  However, the business can also be a valuable financial asset worth much more than the salary being earned.  Business wealth is an asset that can create financial independence for the business owner. Many business owners also put too much wealth in their business and when they wish to use this equity find it difficult to get out, or extremely expensive to get out. In many cases, it can be lost due to the market and elements of the business environment.  In this book, Brian discusses the building of business wealth and the opportunities it creates. Each chapter is a steppingstone to create business wealth. A great short read, and necessary if you are an entrepreneur.  Brian discusses parts of the book, how it will help you grow your business and help you to avoid the traps that you may experience in your business life. To Contact Brian: 860) 303-8929 mobileEmail Brian:  bkerrigan@taylorfoleylaw.com to schedule a complimentary consultation to discuss your results and lay the foundation for your future success. Remember, the first step is often the hardest, but it's the only way to reach the top.Resources & Social Media Business Growth and Exit Newsletterhttps://www.linkedin.com/newsletters/7043985330160459776/Value Builderhttps://valuebuilder.com/Mindshophttps://web.mindshop.com/Order your book: Amazon 

    Building Your Business On Relationships And Intuition!

    Play Episode Listen Later Aug 10, 2023 23:53


    Building Your Business On Relationships And Intuition! That is what Nicole Daniels does so well.  She is bright, intuitive, coachable, and is wired to connect with people and build chemistry.  She is very unique and has great wisdom.   Listen to this creative entrepreneur of how she is building her business block by block.  Its easy to feel the passion Nicole has in helping her clients.   Nicole discusses how she has been building her business, ”Central  Health  Uniform”.  She has a message, and everyone learns from Nicole.   201 Thomaston AveWaterbury, CT 06702203-572-5495 from 9:30 am to 7:00 pm EST. https://centralhealthuniform.com/pages/contact-ushttps://centralhealthuniform.com/

    HIS CUSTOMERS COME FIRST AND IT SHOWS

    Play Episode Listen Later Jun 25, 2023 29:07


    HIS CUSTOMERS COME FIRST AND IT SHOWS “There is a joy in telling a story. All eyes are upon you. The audience hangs on to your every word and your delivery.  You feed off their energy.  It is our nature. We want to imagine and dream together.”— JOHN DICKSON, PRESIDENT, FRONTLINE PRODUCTIONS Frontline Productions creates video content to drive businesses forward. John believes if you have a story, it deserves to be told.  John is the ultimate entrepreneur with passion and an attitude of lifelong learning that has helped him build a great business and business culture.  John shares with us some of his anchor attitudes about running a great business, helping employees grow and prosper.  You will learn very quickly how John's attitude of “the customer is the most important element in his business,” has created great business relationships.   Enjoy this quintessential small business owner and learn how and why he has built a great business.   http://john@thefrontline.com/John Dickson860 619 2774 www.thefrontline.com Frontline Productions107 Oakwood DriveGlastonbury, CT 06033860 657 8100

    Her Passion Helps Seniors Live with Quality!

    Play Episode Listen Later May 23, 2023 19:03


    Her Passion Helps Seniors Live with Quality Kathy Moniello owner of Forevermore Homes , shared with us the process of seniors “Aging in Place”, and helping seniors transition to a home of modification or a move for their older age home.   It's a difficult to make major changes, especially where you will live in the future.  However,  Kathy and her team help many seniors make that journey to make sure where they live is where they want  live and want to love.  She has a unique company and shares with us, the Planning Process she uses to help her clients and family in the decision of whether to move or modify when considering where they want to live.    Contact InformationKathleen Moniello, MBA, SRES®, CAPS kmoniello@foreverm m: 203.710.6317o: 855.530.3837Email:   kmoniello@forevermorehomes.comForevermore HOMESwww.forevermorehomes.comReal Estate and. Aging in Place ServicesREB.0753955, Licensed in CT HIC.0662959, Licensed in CTReal Estate Broker - Coldwell Banker RealtyIf you're asking yourself, should I Modify or Move IM, we're here to help!orehomes.com

    Business Owner's May Think They Know the Value of Their Company, But Statistics Say Differently!

    Play Episode Listen Later May 20, 2023 35:08


    Business Owner's May Think They Know the Value of Their Company, But Statistics Say Differently! Over the years, I have heard the expression, “business owner knows their business better than anyone”.  That might be true in some respects, however, when it comes to knowing the accurate value of their company, statistics would disagree.    In many cases, owners use “a rule of thumb”,  valuation method, advocated by industries, associations, or organizations.  “Rules of thumb”,  are not necessarily accurate as each business has its own set of metrics, method of management,  statistics, and other value drivers that come into play when a company is appraised.  Statistically,  90% of the buy and sell agreements have flaws, along with a flawed valuation, causing business owners to sell their businesses for less than the maximum potential  business value.   In this podcast  we have two of the best  with a long history of specializing in the area of valuations and buy and sell agreements.   With us is Paul Hood and Ed Pratesi   two of the best in the industry share their vast experience in working with companies both on the valuation side  of the business and the construction of a solid Buy and Sell Agreement, avoiding disagreements and  litigation.  L. Paul Hood, Jr. JD, LL.M- Author. Speaker. Advisorhttps://paulhoodservices.com/about/504 452 7574And Ed Pratesi, CPA, ASA, CVA Managing Director860 558 0453https://value-transitions.com/​Email: eepratesi@gmail.com

    Understanding Emotion and Relationships While Creating Business Success!

    Play Episode Listen Later Apr 28, 2023 20:55


    Understanding Emotion and Relationships While Creating Business Success! Susan and Erica share with us their unique business model which is helping people transition from one home to another. The model is built around the emotional feeling people have when they need to transition.   The company has years of experience working with all kinds of moving situations, especially seniors.  What is so great about the service is Susan and Erica  are aware of the importance of keeping  in the forefront the emotion needs of their clients. They are very much in tune with them, and their clients appreciate it and keep coming back.    They are a full-service team assisting people with many years of experience who are preparing to move and make a significant lifestyle change. The great number of decisions to make before you start your journey can be overwhelming.  Because of that, Home to Home has a winning procedure that makes the transition smoother. The Home-to-Home team combines moving expertise and compassion with one-on-one personal consulting and hands on assistance throughout the process of the move.Phone:  860-558-4625Email:  susan@hometohomect.com Home to Home CTSR Consulting and Moving Services LLCDBA and the name we use with clients and marketing: Home to Home Moving ServicesWebsite: www.hometohomect.comContacts: Susan Rabinovitch, susan@hometohomect.com                  Erica Smith-Rapaport, erica@hometohome.com 

    MEET MCBEE- CREATING GOOD WILL AND RELATIONSHIPS WHILE CREATING WELLNESS FOR WOMAN!

    Play Episode Listen Later Apr 26, 2023 19:17


    MEET MCBEE- CREATING GOOD WILL AND RELATIONSHIPS WHILE CREATING WELLNESS FOR WOMAN! I had the pleasure of meeting a wonderful entrepreneur, Cailin McBee.  Cailin shared with us her journey as businesswoman and the things she contributes to helping her develop into a wonderful business owner, growing her business and focusing on wellness.  Learn why people keep coming back to Balance Massage & Wellness Center.  After speaking with Cailin and asking her this question, her response was:   They love how they feel when they visit.  Their stress levels are lowered, their pain has decreased, they know we listened to their needs; they feel nurtured.  Also, Cailin is having a Women's Wellness Summit  Women's Wellness Summit.  May 20-21, 2023 at Balance Massage & Wellness Center. The May Event:  Join us on May 20 & 21 for a two-day Women's Wellness Summit in Newington featuring intentionally curated presentations from expert speakers alongside healing activities. This retreat-style event will nourish your mind, body, and soul, with healthy breakfasts and lunch provided.   All attendees receive a gift bag valued at over $100   Balance Massage & Wellness Center        135 Day St. Newington, CT 06111860.508.3336  www.BalanceMassageCT.com Social Media Links:https://www.facebook.com/BalanceMassageWellnessCenterwww.youtube.com/McBeeWellhttp://mymelaleuca.com/cailinmcbee

    Senior Planning And Home Care For Older Adults!

    Play Episode Listen Later Apr 14, 2023 19:38


    Senior Planning and Home Care for Older Adults!Cory Zampardi shares with us, the purpose of home care services and how it is paid for.  When should you start to look into this type of service.  Who Qualifies for the service and why they need it.  Everyone who is older should know more about these service along with the children of the aging parent.  The services provide range from home care, memory services to special care. You can reach Cori at203 710 7058Cori.Zuppardi@thekey.comTheKey.com

    8 Reasons Why Business Fail and Can't Be Sold?

    Play Episode Listen Later Mar 26, 2023 13:14


    8 Reasons Why Business Fail and Can't Be Sold?  Tom discusses 8 reasons why 70% of businesses cannot survive more than 10 years, and why 86% of the businesses cannot be sold.   Tom discusses the lack of a “Plan for Details” planning process, as the main reason for this problem. He discusses why this is happening, and what is the solution to growing your business and prosperity.  If you would like to learn more about our planning process, to help you plan your “Plan for Details.” Call or email me.  I will send you a demonstration video explaining how it works and how it will help you.    We can provide your plan within 30 days, or we will do it for free.   Tperrone@necgginc.com 203 530 6615 www.bpbpgrp.com  www.yourbusinessworth.com  

    Building Your Business to Create Wealth for Your Future!

    Play Episode Listen Later Mar 26, 2023 14:20


    Building Your Business to Create Wealth for Your Future!  Brian Kerrigan - Business Growth advisor, assists business owners grow their business value through a step-by-step process.  The wonderful thing about his system is he can measure the ROI with the process, allowing you to justify the planning cost while you are growing in a positive way.   He helps business owners grow their business value and increase their multiples for greater value for the future when the wealth of your business will be needed for your financial security, and options to live your life.   Brian brings to the business owner a well proven process for business growth.    Get Your Value Builder Score  The Value Builder Program helps business owners assess where they are and where they can be in the future by using the systems.  His process speeds up the multiple growth process through the system of planning.   The Value Builder Score explained where I currently was with my business. It gave value to specific areas of my business and showed me where I needed to improve things. –John Christian Williams CEO of JCW  When I first got my Value Builder Score, I understood that from an acquisition standpoint we had an uphill battle in convincing others to love us as much as we loved ourselves. –Steve Henderson CEO, Henderson Data Solutions   Call Brian to find out about the assessment, which is free, which defines where you are and where you want to go.  He will explain to you how the Value Builder system can help you achieve your business goals, and how you can start his process.   774 306 6135   bkerrigan@taylorfoleylaw.com LinkedIn  

    You Don't Need a Business Degree from Wharton to Build an Incredibly Successful Business, But You Definitely Need This!

    Play Episode Listen Later Mar 1, 2023 17:56


    Tom discusses the 2nd part of the planning process for business owners which is missingIn most businesses.  It's the “DESIGNED PLAN”, OR what Tom calls his GWT Business Plan. Most business owners' initial plan is the “Action Plan”.  This is the plan that gets their product or service to market to create cash flow and profits. It's the exciting plan, a plan that most entrepreneurs love.  However, the planning process which makes the business grow and profitable, along with other factors such as time freedom, great wealth, and expansion is basically left to chance. This is the Detail Plan, or GWT Business Plan. Learn about this planning system to help you implement another part of your planning that will determine the future of your business' success.  Tom Perrone, CLU, CIC, Author, Podcast Host, and President New England Consulting Group of Guilford, Inc.Helping business owners have awareness and avoid costly mistakes! 203 530 6615www.bpbpgrp.comwww.yourbusinessworth.com tperrone@necgginc.com 

    The Quintessential Entrepreneur Creating Unique Services For Manufacturing And Distribution!

    Play Episode Listen Later Jan 29, 2023 27:20


     The Quintessential Entrepreneur Creating Unique Services For Manufacturing And Distribution!Paul Herbert is one of the most talented business owners I have met. Educated as an engineer, he has created and developed a unique business plan that is associated with manufacturing and distribution. He has developed a full circle of services from manufacturing, product development, operations, design of distribution, and outsourcing of products. Paul has offices in Vietnam, China, and is working on an office in India. His business plan is most unique. As Paul would tell you, he does not hire many employees, because most of his employees are also his partners. Paul creates a constructive collaboration with business partners, offering services to get their products out to the marketplace. Listen and learn as Paul shares his wisdom of growing businesses through collaboration and imagination. Hebert Engineering and Design Co307 Spring StManchester, Ct 06040860-930-1739Hebdesign@aol.comWww.hedcllc.com  

    A Company Built On Caring About Community And Giving Back, Starting from The Top!

    Play Episode Listen Later Jan 28, 2023 27:35


    Avi Smith-Rapaport is an enormous success story. His foundation of life is giving and helping. Not only in his business but his community as well. He has developed a profound sense of community and has built a great reputation as a giver and an exceptionally good businessperson.Avi shares with us his experiences from the very beginning of his business life to the current. He shares what are some of the value drivers that helped him along the way. Listen as Avi shares wonderful advice to new and veteran entrepreneurs.  We Care Computers2437 Albany AveWest Hartford, CT 06117860 836 4191avi@wecarecomputers.comWww.wecarecomputers.com  

    From Playing in Dirt to Creating A Legacy of Farming, Community, Kind Acts and Giving!

    Play Episode Listen Later Dec 16, 2022 27:52


    From Playing in Dirt to Creating A Legacy of Farming, Community, Kind Acts and Giving!Jess Stone is an accomplished, smart, giving, funny person who has a profound sense of depth, and a great side of deep humanity. She is quite easy to like. She has paid the price by learning more than most about what she does. It would be a cliche to say she is the salt of the earth. That is what makes Jess Stone exactly the salt of the earth. Soil is her game!She is the owner of Cold Spring Farm, and four other enterprises. Besides being a mom and wife, she runs her enterprises very successfully. The first thing you notice about Jess is her passion to get it right and to service the public, her employees, and customers.What makes the products and businesses the one to go to, is she never settles for mediocrity. There is always a better way, better taste, a healthier way and so forth! It can always be done with a better attitude. Listen and you will want to experience what others experience when they purchase products from Jess's Cold SpringFarm and other entities. While others are taking short cuts, Jess and her employees strive to make it the place to go, which is why Cold Spring Farm keeps on growing. Www.ColdSpringFarmCT.comwww.communityPollinator.comhttp://www.giftsonthegreenct.com/https://thefarmkitchenct.com860-316 8368 (farm office)46 Hayward Town RdColchester, CT 06415

    ESTATE AND FINANCIAL CHAOS FOR THE BUSINESS OWNER!

    Play Episode Listen Later Dec 1, 2022 12:40


    ESTATE AND FINANCIAL CHAOS FOR THE BUSINESS OWNER!Tom discusses the three areas of excess cost for the business owners, and areas that are controllable by the business owners.  Tom discusses the extraordinary costs that business owners are unaware of but could prevent.  Areas that many financial professionals don't discuss with their clients.  Estate settlement, transition, and retirement.  www.bpbpgrp.comwww.yourbusinessworth.com tperrone@necgginc.com203 530 6615

    Getting Out of Your Own Narrative!

    Play Episode Listen Later Nov 20, 2022 26:50


    Getting Out of Your Own Narrative!  A Veteran business coach with a wealth of knowledge!  Lauren Fleshler of EasilySaidndone.com Lauren does not just work with anyone. She filters who she can help and their desire for growth. She works with people who have come to the realization that they need the guidance and knowledge of a coach.  Lauren is committed to helping you create real profits in your business, build strong foundations for growth, feel confident and savvy about your economic management and decision-making, and much more.  Through her own business experience and growth in business, she has learned how to attract the right customers and is confident about charging more for her coaching.   Listen as Lauren discusses profit driven pricing strategies, non-sales sales strategies that sell, and scalable growth plans.   EasilySaidndone.com Lauren@easilysaidndone.com   

    Qualified Retirement Plans Chaos For High Earning Business Owners!

    Play Episode Listen Later Nov 6, 2022 11:45


    Qualified Retirement Plans Chaos For High Earning Business Owners!It is very common for an employer to think in terms of a qualified retirement program when they think of saving money for their retirement.  The idea to have one seems to make sense.  Deductibility, tax deferred, business cash flow, and growth.  Also, the accountant will normally jump on this idea, because it is another tax deduction.  However, for the high income business owner, the qualified retirement plan can create chaos in retirement for the business owner for a number of reasons discussed in this podcast.  Thomas J. Perrone, CLU,CIC, Pres.  New England Consulting Group of Guilford, Inc. tperrone@necggginc.com203 530 6615www.yourbusinessworth.comWebsite:  www.bpbpgrp.com 

    The Sum Is Greater Than the Parts!

    Play Episode Listen Later Oct 30, 2022 28:53


     The Sum Is Greater Than the Parts!Knowing Ginny and Wayne Klinga for so many years, I have observed how this dynamic duo have grown their valve and pipe fitting company. Ginny runs the business while Wayne is the creative genius in solving problems. As you listen to Ginny in this podcast, you will find Ginny is one of the brightest businesspersons you could meet. She knows how to run a business. Both she and Wayne know how to empathize with their customers, relate to them, identify their problems, and provide solutions. They offer something big businesses cannot and do not offer their customers. Listen and you will discover the genius in how they are running the business and the relationship with their customers. They are the quintessential business owners who realize how valuable value drivers like relationships.   Ginny discusses her secret weapon that larger competitors cannot offer but is needed by the customers. Ginny and Wayne run their business like an elastic. They are forever aware of what needs to be changed to better service the public. They are forward thinking. This is a business school lesson in 28 minutes. Listen to the genius of Ginny Klinga and the mindset of Park City Value and Pipe fitting. Park City Value and Fittings, IncWayne and Ginny Klinga 203-366-5461203 395 6529 Park City Valve & Fittings, Inc. is located at: 50 Lindley Street Bridgeport, CT 06604ginnyk@pcvf.net 

    Business Succession The Easy And Fast Way!

    Play Episode Listen Later Oct 22, 2022 8:44


    Business Succession The Easy And Fast Way!Tom discusses why over 80% of the businesses in the country do not have a succession plan for their business.  Surprisingly, business owners consider themselves entrepreneurs.   However, there is a dichotomy to the extent that they spend all their time building, growing and making the business successful, but virtually little if any time, to the extraction of  the value of the company when it is time to transition out of the company.  Tom has a system that takes two hours a month to help business owners create a succession plan a fast and easy. Way! Thomas J. Perrone, CLU,CICAUTHOR, PODCAST HOST New England Consulting Group of Guilford, CT 06437tperrone@necgginc.comwww.bpbpgrp.com BLOG:  www.yourbusinessworth.com 

    A Blink Of An Eye!

    Play Episode Listen Later Oct 20, 2022 13:20


    Blink of An Eye!Your "Lifetime Of Efforts" wasted and lost in the blink of an eye.  No succession planning  to continue your business, or extract the value of your business.   No way of building the greatest and most potential value of your business.  Tom speaks of his personal situation with his dad's business.   He discusses the effects on his family, especially his mom.  His 50+ years of experience helps him explain his passion of helping business owners get this part of their business completed.  The dichotomy is that business owners spend all their time starting, building and growing their business, but don't spend the time to create the plan  when the business must end because of  retirement, death, become disabled, or just need to get out of the business because they had it.    www.yourbusinessworth.com

    From Sweeping Floors To An Innovated His Worldwide Moving Company

    Play Episode Listen Later Sep 22, 2022 27:02


    Jeff Mason, is a "traditional values" guy with a lovely wife, and three children who loves to spend as much time as he can with them, doing outside activities.   He and his wife, raise their children traditionally and institutes a value system for them.   He runs a phenomenal business that is worldwide,  bringing technology into the moving business, and seems to be well ahead of his peers in innovating the business. He is a very smart businessman, very humble, and great to talk to. He has used technology to increase other areas of profitability in his business, as he keeps the tradition of the moving business, but has been innovating is discovering more modern pockets of service.  The one thing that sticks out with Jeff is that he puts values first, not only with his family, himself and also his employees. His biggest concern is to give value to the employees. He's quite a humble person, and the type of nice person you don't meet every day. Jeff is a version of Traders Joe, or Costco, in that building a home for his employees and treating like family.  His culture works very well.   I really enjoyed having him on our podcast, he was a breath of fresh air. You will love meeting Jeff. He's a fourth generation owner and purchased the business from his dad. Thee business was started in 1929 by his great grandfather. That's all you need to know about Jeff to know he is pure quality.  Check his company out for your moving needs.  Also, check Jeff's company out for the innovated areas he is serving people.  229 Newbury Street, Rte. 1, N.Peabody, MA 01960U.S. DOT No. 125550 | Atlas Van Lines, Inc. | MDPU No. 2795Toll Free: (866) 662-1979 Local: (978) 347-5400https://www.rcmasonmovers.com/about-us/

    Unknown Ways You Shipwreck Your Estate and Business!

    Play Episode Listen Later Sep 11, 2022 13:33


    Unknown Ways You “Shipwreck” Your Business! This blog post is for the business owners who want to make sure their planning is solid and won't shipwreck their businesses, estates and legacy.  However, because of past experiences dealing with some professionals, their planning is incomplete, and they have put their financial planning on hold.  In summary, they are motivated to make sure they have good plans but are frustrated with the system of getting their planning efficiently completed.   Throughout my career I have often wondered why business owners put things off that should not be delayed, as the price of doing nothing can be very costly. Ask any attorney how many unsigned wills they have in their file cabinets and watch them roll their eyes.  Listen to my discussion with Bill about his business and estate and how we moved forward in planning and why!Tom Perrone is a 53 year veteran in the business, benefits and estate planning area. Working with business owners, he discusses why he believes business owners lack in planning their own estate and business plans.  Thank you Russell Collins Australia MDRT for your great presentations in these areas which have been an inspiration to me. www.bpbpgrp.comtperrone@necgginc.comwww.yourbusinessworth203 530 6615

    Tradition Of Favorite Food and Tradition Of Old World Working Habits Create Success!

    Play Episode Listen Later Aug 28, 2022 17:06


    Tradition Of Favorite Food and Tradition Of Old World Working Habits Create Success!Angelo Durante is not just  a good business man.  He is drenched in old world tradition.  Durante Paste is not just good, its fantastic.  You can find it in many of the Big Y's Store and other shops in the area.  Don't be surprised if the display is limited as people are quickly experiencing and enjoying the Durante ExperienceAngelo is a person of great integrity, pride and old world work ethic. Meeting Angelo and speaking to him you quickly find out how proud he is of creating perfection in his pasta and sauces.  He thrives on being a good human being, and appreciates  great relationships.  You can feel this just by enjoying his pasta and sauces.  Angelo is a very good business owner.  People love working with him, he loves having them. He has honed his skill as a business owner and enjoys learning more about running a business.  He prides himself in producing a product that his customers love, pasta and sauce. Angelo shares with us some great business sense on how he is growing his business.  https://durantespasta.com/about/78 Fenwick St West Haven, CT 06516203 387 5560

    Great Ethics, Discipline and Family Tradition Creates Great Success!

    Play Episode Listen Later Aug 28, 2022 22:11


    Great Ethics, Discipline and Family Tradition Creates Great Success!Nick Cassella and his partner Frank Landino are not only professionals, but givers.  Nick shares with us the relationship of helping his clients and the growth of his company.  Clients appreciate how his firm spends the time educating them in the complex area of medicare system. They appreciate the continual education they receive from Nick and the firm.  Nick's success as a business man, is based on focus, and dicipline.  He has a great work ethic which he learned from his family by spending his young days working with his dad and the family business.  Their practice is build on referrals from their clients.  Clients know its in their best interest to refer business to Nick's firm, knowing they will be treated well. HEALTH INSURANCE ASSOCIATES, LLPLocated In:Sturbridge Commons: 250 State Street Unit F1, North Haven, CT 06473Phone (203) 239-4044ncasella@medicarect.comwww.medicarect.com/

    Landing Your Dream Career Using The Ryan Method!

    Play Episode Listen Later Aug 22, 2022 7:21


    The Anne Ryan SpotlightAfter interviewing over 300 candidates and reviewing thousands of resumes as a Hiring Manager, Career Coach Anne Ryan began to wonder how many great candidates were hiding in stacks of bad resumes.  So…she decided to do something about it!  Anne's since helped hundreds of people position themselves to build their ideal career through speaking engagements, workshops, individualized coaching, and resume & LinkedIn profile writing.ON TODAY'S SPOTLIGHT EPISODEHost Thomas J. Perrone, CLU,CIC and guest Anne Ryan discuss: How Anne helps students and professionals boldly pursue their career goals How most people just don't realize how much they have to offer - we shortchange ourselves *constantly* How the right personal branding will clearly demonstrate what you can do for the companies looking for you How to start your job search in the right place (hint: it's not by updating your resume!) SERVICESCreate the Life and Career You Want 1:1 CoachingWhether you're looking for on-demand advice, guided support, or the done-for-you-royal treatment, there's something to fit every need at all stages of the career transition process.Find out more about an hour consultation, three-week coaching package, and the VIP Career Creation Experience here.Workshops You Won't Fall Asleep InAnne loves speaking to students and professionals about how crafting a great professional brand leads to infinite career possibilities.  Check out her most popular workshops and previous clients here.  She's currently booking through Spring 2023 – if you'd like Anne to share fun career advice at your organization, email her at anne@anneireneryan.com.CONTACTAnne Irene RyanFounder and Chief Career Coach | Workshop Leader | Amateur Poker PlayerEmail: anne@anneireneryan.comWebsite: https://www.anneireneryan.com/LinkedIn: https://www.linkedin.com/in/anneireneryan/

    Getting Your Kids Ready For Life The Sanchez Way!

    Play Episode Listen Later Aug 20, 2022 25:57


    Getting Your Kids Ready for Life the Sanchez Way! Eliud and Austin Sanchez spend their life teaching the younger generation discipline and the purpose of implementing action in life. They do it through their martial arts. The American Karate Center has spent years working with the younger generation on much more than martial arts. Their system is designed to build character, discipline, the ability to act, and live life to its fullest.    Eliud is a person of great values. You can hear it in his messages and see it in his family. His career and background have put him in positions of being responsible, taking action, and getting the job done the right way. Through his experience, he has developed an excellent value system. This system and blueprint can be very important to individuals for their future growth as a person.    Their ability to teach is proven. The staff is well trained and committed. The American Karate Center staff has been trained, not only in the arts, but also in the culture of the company. They are extremely caring of their students, and the parents of the students. For over seventeen years they have been successful in attracting students, parents, and employees. They are business owners that look to the long-term of life. Eliud and Austin value their clients and their employees. They are a model for businesses to emulate for success. This podcast is a great lesson for life in general.    Âmerican Karate Centercontact@excellenceinamericankarate.com +1(860) 871-1033 175 West Rd #3, Ellington, CT 06029, USA https://www.excellenceinamericankarate.com/courses        

    From Stringing Violins to A Successful Business Owner!

    Play Episode Listen Later Aug 10, 2022 30:26


    From Stringing Violins to A Successful Business Owner   In seven short years, Steve Johnson has grown his business in the heart of Boston, surrounded by music institutions, culture and music history. Steve has learned business the correct way, through focus.  He shares with us his education of business from stinging violins, to attending classes at SCORE.  His story is amazing, and his success has been achieved by staying with the basics.  The secret is Steve is always working on his business and not just in it.   He is building a great culture not only within his store and business, but as a reputation among is ideal clients.  Steve share with us how he has identified specifically who he can offer his product and services too.   He has attracted talented people to help him grow. Again, this has a lot to do with Steve's vision and his personality.  He is caring, and wants to bring quality to his customers, employees, vendors, and everyone that is part of his business network.  There is a lot to learn in this podcast and Steve shares it all.  Virtuosity Musical InstrumentsNew England's Premier Wind & Brass Pro Shop617.530.1993info@virtuosityboston.com Steve@virtuosityboston.com https://www.virtuosityboston.com 

    SCORE ORGANIZATION KEEPS ON GIVING

    Play Episode Listen Later Jul 19, 2022 27:07


     Joe Criscuolo, Score Mentor, and volunteer, shared with us, the great magnitude the SCORE organization can make in your business career.  Joe explained all the programs SCORE sponsors and the educational footprint SCORE has.   A successful organization helping business grow and prosper which has been around for over 50 years. SCORE is free and is a resource for business owners to learn about growing their business.  They are encouraged to come back for more information and education.  From webinars, private mentorship, seminars, videos, to reports.  This is the place to learn about all the things which you don't know about business or may not even be aware exists.  Joe is a giver and encourages business owners to use SCORE.  It's free.  That's right. No cost. Learn from mentors who are active in business, own businesses, and consult businesses.   SCORE Association1165 HERNDON PARKWAY SUITE 100HERNDON, VA 20170800 634 0245CONTACT PAGEhttps://www.score.org/form/contact-us LOCAL PERSON Joseph Criscuolo Joseph.criscuolo@scorevolunteer.org475 251 95151165 Herndon Parkway

    Where Caring Creates Business Success!

    Play Episode Listen Later Jul 14, 2022 31:27


    Dana Broslovsky, co-owner of Alda Aesthetics Med Spa in Hanover, MA visited with us to share some ideas, strategies, and experiences in opening a business with her co-partner Alyssa D'Arcy about five and a half years ago.    Alda has grown considerably and when you consider they dealt with Covid as a new company, they have done extremely well.   Dana and Alyssa blend very nicely.  The two have separate talents that mesh and contribute to their success and is a large part of why they are growing consistently.  Soon they will be moving into a much larger location.   One of the great things about the company is that all the employees share the same value system. They love what they do, love the customers, and like learning more about their profession.  Dana and Alyssa treat the employees like family and enjoy creating a culture where the employees are growing in their profession, and love coming to work.   The fact that they survived Covid and reinvented themselves while going through it, gives them greater strength and knowledge as they continue their growth in business.  I especially loved their attitude about being an example for their families.  They can utilize their business ability, grow a company and still be there for their families.   This is a wonderful message about a group of women, working together for the greater cause, caring very much about their customers, and only wanting the best for them.  When I asked Dana, what distinguishes Alda from others, she quickly said, “we care more about our customers”.    You can reach Alda at (781) 826-5400AlDa Aesthetics 20 East Street Hanover, MA 02339about-alda  

    THE KEY TO Building Business The Right Way THE SAFE WAY!

    Play Episode Listen Later Jun 25, 2022 27:05


    Rick Bayuk is not only a very good businessman, he is a very good entrepreneur.  He not only runs a great company, but he is a great builder of businesses.  Very bright, personable, and just high quality.  He cares about his businesses, vendors, clients and employees.  Rick shares his journey in building Rackliffe Lock & Safe! He not only runs a great company, but he is a great builder of business.  Very bright, personable, and just high quality.  He cares about his businesses, vendors, clients and employees.  Rick shares with us some of the successes, failures, and strategies in running a business.  Rackliffe is a premier company, great employees and very dependable.  His company has be around for 40 years.  Listen and learn from Rick https://rackliffelock.comEastern Shoreline 860 388-1810Madison/Guilford  203 245-7611Contact ra.  https://rackliffelock.com/contact-us/

    A voice personality with a unique ability to connect with humanity!

    Play Episode Listen Later Apr 10, 2022 23:34


    A voice personality with a unique ability to connect with humanity!John "Cadillac" Saville a Connecticut voice personalty icon for over forty years is not only a talented voice on the radio, but he has an even greater talent, that talent is creating the humanity of great relationships.  He is the real deal!John is a giver.  He is a hard worker, disciplined, he is spiritual, and his take on life is very unique from the standpoint of being a giver.  He is a unique human being.  Anyone who John touches, relates to him immediately and feels connected to him. No matter what you day started out as, when you meet John, I can guarantee you that your day will be much better and brighter.John doesn't judge. His mission it to make life better for everyone he meets. That's  it! Simple! How many people can say that, but how many people actually practice it. He does. He keeps his life simple. He spreads good news, good vibes, while living a simple life as he continues his success in life. As a businessman, he is very successful. He and his wife Patti, run not only D J. Saville Entertainment, but also a  Health and Wellness Green based shopping store. It is web based and is the largest distribution sector of health food and products  in North America.  When you see John, ask him about his wellness training. He is a wealth of knowledge! John walks the talk in wellness and shares his knowledge with everyone! John can be contacts: https://www.johncaddyman.com/203 988 0658caddyman2@comcast.net

    Creating Multi Businesses With A Sixth Sense!

    Play Episode Listen Later Apr 1, 2022 28:14


    Creating Multi Businesses With A Sixth Sense!Justin McLaughlin, owner and insurance agency, real estate ventures, two food trucks, and a few restaurants.  His anchor restaurant is Life Bowls, in Madison and New Haven. What sets Justin apart is his sixth sense of common business practices which he practices.  At such a young business age he and his partner John Bone are doing the right things, such as creating a business culture, treating his employees with great appreciation, creating career paths for his employees, and looking into the future.  Take the time to listen to our podcast about what Justin is doing everyday to continue his success.  Madison- 203.589.0741 New Haven -203.891.6430 lifebowlsct@gmail.comTo reach Justin at  McLaughlin Associates 203 915 9433Jmclaughlin@mclassociates.com 

    The Three Biggest Unaware Mistakes Business Owners Make That Can Cripple Them!

    Play Episode Listen Later Mar 26, 2022 10:27


    The Three Biggest Unaware Mistakes Business Owners Make That Can Cripple Them!Tom Perrone, discusses the three types of mistakes many business owners unknowingly make which can cause a fast exit from their business, or bankruptcy.  Tom also gives a solution to avoiding these three types of unaware mistakes. If you would like to learn more about how to avoid these mistakes, contact Tom  at : https://fantastical.app/b5bhcvxwev-lPTY/phone-Tom-POr email Tom at tperrone@necgginc.com

    Spotlight on Frank Scearbo for Serve First Solutions

    Play Episode Listen Later Mar 24, 2022 8:40


    Today we spotlighted Frank Scearbo of Serve First Solutions. Frank is the ultimate professional  in credit card processing consulting. He helps business owners reduce the processing costs and educates them on how they can avoid wasted processing costs. email:  fscearbo@serve-first.com  and be reached at 617 823 8043

    Spotlight Jeff Harris JMJB MERCHANT SOLUTIONS

    Play Episode Listen Later Mar 19, 2022 8:16


    Jeff Harris, founder of JMJB Merchant Solutions has over 15 years of merchantservices experience serving businesses across the United States in a variety of industries. Whether you are a storefront, have the need for online payments and invoicing orare considered a high-risk business, we are here to learn more about you and how we can best meet your payment needs. Jeff discusses the differences of the options he gives vendor in the online payment programs. Jeff shares his success with his identity of a services to venders rather than just transactions.  Jeff is a unique business owner in that he puts great premium on providing personal services to his customers.  Jeff HarrisJMJB Merchant SolutionsC: 215-837-3436O: 267-820-8705jh@jmjbmerchantsolutions.comwww.jmjbmerchantsolutions.comBook a Meeting: https://calendly.com/jmjbmerchantsolutions 

    A Service Focused Entrepreneur

    Play Episode Listen Later Mar 19, 2022 24:35


    A Service Focused Entrepreneur Jeff Harris, founder of JMJB Merchant Solutions has over 15 years of merchantservices experience serving businesses across the United States in a variety of industries. Whether you are a storefront, have the need for online payments and invoicing orare considered a high-risk business, we are here to learn more about you and how we can best meet your payment needs. Jeff discusses the differences of the options he gives vendor in the online payment programs. Jeff shares his success with his identity of a services to venders rather than just transactions.  Jeff is a unique business owner in that he puts great premium on providing personal services to his customers.  Jeff HarrisJMJB Merchant SolutionsC: 215-837-3436O: 267-820-8705jh@jmjbmerchantsolutions.comwww.jmjbmerchantsolutions.comBook a Meeting: https://calendly.com/jmjbmerchantsolutions

    Spot Light With Doug Brown Business and Executive Coach

    Play Episode Listen Later Mar 19, 2022 5:38


    You're Successful and Respected With Doug Brown!

    Play Episode Listen Later Mar 19, 2022 30:38


    You're Successful and Respected! You make a decent living; have a beautiful home and drive a nice car. You've got great credentials, and a boatload of experience.BUT, you're… Tired of the long hours. Burned out by the constant demands. Bored doing the same old thing. Feeling a bit restless and trapped. Doug, business, and executive coach shares with us, what needs to be done to reverse the above. Enjoy 20 minutes with Doug.   My email:  doug@summit-success.comWebsite: summit-success.comDownload “How to Select the Right Executive Coach for You” https://summit-success.com/tomperrone/ 

    Spotlight Matt Banever

    Play Episode Listen Later Mar 19, 2022 7:40


    Spotlighting Matt Banever of Bard's Clothing

    Find Your Identity and Personality In Clothing!

    Play Episode Listen Later Mar 19, 2022 21:58


    Find Your Identity and Personality In ClothingMatt Banever can help you do that! Matthew Banever founded Bards based on two loves: storytelling and clothing. Matthew graduated from Marist College with a degree in history and after graduating began working at a national retail organization. Over the next 5 years he moved to a few different stores, always positioned as manager, and finally landed in West Hartford, CT at a men's specialty store. There he spent four and a half years spearheading the custom department, working under a master tailor, and developing relationships with the best mills in the world. It is from this experience that Matt decided start his own specialty clothing business. Matt was a great guest explaining the how he helps people who want to look good, feel unique and special. Matthew@Bardsclothing.com(860) 978-6234https://www.bardsclothing.com/

    Angel Investing With Karen Rands

    Play Episode Listen Later Mar 13, 2022 27:59


    Angle Investing With Karen RandsKaren Rands, the host of “The Compassionate Capitalist Show”, was our guest this week.  Karen did a great job discussing what an “Angel investor “is, and discussed the how's, why's and intricacies of investing as and Angel Investor.  Karen is a bright, talented, strategist, speaker, author, and podcast host.  She shared with us her passion of helping companies capitalize and grow. Here background in economics and marketing helps her to communicate the strategies needed to attract capital, but also to become an investor.  She has great ability to recognize value companies, and to share these strategies with her clients.  If you are looking for capital for your company, or want to invest in a growing company, Karen is the person to call and have a discussion with.  She welcomes the contact. She is the author of a great book, called “Inside Secrets to Angel Investing”. You can reach Karen by going to her website. WWW.kugarand.comOr email:  karen@kugarandoldings.com

    Background Checks and Their Importance!

    Play Episode Listen Later Feb 27, 2022 36:38


    Background Checks and Their Importance!Carl shares some of the unknown facts about background checks.   Carl Slicer is the owner and CEO at BestHire, LLC.  He is a veteran business owner with great experience.  Since he was a kid, he grew up around business owners (his family).  While working for a collection agency, he realized there were other opportunities in his business.  That was in 1991.    He loves his work, treats his employees fabulously, and has a great relationship with clients.  Carl's business services clients nationally and internationally. He is very good at what he does.  He has a great passion to learn about business strategies and is very curious in many areas.  He is often taking courses, learning, and discussing challenges and the education of business.  He is a unique business owner and has much to offer. Listen to this podcast and you will learn great things about backdrop checks and running a business. Carl can be reached at Cslicer@besthire.com1 800.539.0055https://besthire.com

    SIXTEEN MISTAKES BUSINESS OWNERS MAKE THAT COSTS THEM A FORTUNE!

    Play Episode Listen Later Feb 20, 2022 22:17


    Business owners make mistakes as we all do, however, their mistakes cost them untold fortunes!  Tom covers sixteen mistakes of the many that are made. In many cases, these mistakes not only affect their businesses, but also their personal estate and wealth.  To assess whether you are making   mistakes  costing you a fortune,  take the "one minute survey". To receive the One Minute Survey,  CLICK, FILL OUT THE SHORT FORM, and we will send you a report of your assessment. tperrone@necgginc.com blog:  www.yourbusinessworth.com 203.530.6615

    "YOURS, MINE AND OURS"

    Play Episode Listen Later Feb 19, 2022 39:24


    GREAT NEW BOOK BY  YOURS, Mine & OursBy: Paul Hood, JR.  JD. LLM.  CFRE, FCED A great honor to have on my podcast, Paul Hood, an extraordinary person. A wonderful technical author with over nine books, and many articles published.  His new book is a must read for professional planners, blended families, or anyone interested in arranging their estate properly.  The book is focused on the blended family, which is one of the only a few resources I have seen on this topic.  Paul has been writing about blended families for over 25 years.   Paul's passion is all about helping people determine the best estate plan that suits their needs and building that plan with a solid legal foundation.  As far as Paul feels, this is the best way to help people achieve their dreams while preserving relationships, peace, and prosperity through major life transitions. “When it comes to estate planning, people often think about wills, trusts, foundations, and family entities, in other words, the “bricks” of estate planning. The “bricks” are important, but even more important is the emotional infrastructure supporting those” bricks,” which really is the “mortar” of the estate plan. I've included a graphic description of the bricks and mortar of estate planning on this page to illustrate my point.” This is a wonderful book, and as far as I am concerned this is the “operational manual” to making sure you set up the right kind of estate planning.  You can reach Paul at www.paulhoodservices.comEmail: paul@paulhoodservices.com   

    $ In Mistakes and "CLICK" FOR MORE EFFICIENCY AND QUICKER RESULTS!

    Play Episode Listen Later Feb 19, 2022 37:40


    There's $$$ in Mistakes……..Imagine, for a moment, that you were to take a different view of your business and what you provided to your clients or customers.  What if….when asked “so,….what do you do?”, you decide to deal with this marketing opportunity a bit differently, strategically and creatively than before? What if you decided to give yourself a competitive advantage over everyone else being asked the same question?   Dr. Dan Schaefer, PhD joined us today and discussed ideas to create more efficiency in  our professions, be more effective and have fun while you are doing it.  “First…. what do YOU want to have happen after you answer this all too common question?”CREATING FASTER RESULTS IN YOUR PROFESSION  We discuss his book click, sports Parents, “Trifecta”. Ever parent needs to read about about Dan's take on this area of working with the student athelet. “A great hockey player with mediocre grades complained to me that his parents were on top of him because ofhis grades (high 70's to low 80's). Having already spoken about college and ultimately the NHL I surprisedhim when I mentioned that the way I looked at it was that his parents did not make much of a difference. What REALLY made a difference, I pointed out, were the college coaches who would love to recruit him but werenot sure he could keep his grades up once in school.” On the podcast Dan shared with us some of his  strategies such as: Identify & Control Negative Self TalkNFL major distraction was negative self- talk…+ How we did it week by weekSometimes you hear it sometimes you don't50 yd in example + what he did [invisible]HP Ireland Example + what he did Tongue roof mouth Avoid at all cost telling yourself what you DON'T want to have happenNegative CommandsGiants/ patriots super bowl X 3Second time Prepare for CompetitionJET'S  Dave Herman & Bubba Smith Utilize Power VisualizationPerfect PracticeSuccess = persistence + ImaginationBest Saves VideosJody & Bad waterLast fight Recovery Quickly Dan Schaefer PhDFractional Psychological Strategist forBusiness & SportsPeak Performance Strategies LLC917-880-6758dan@danschaeferphd.comwww.DanSchaeferPhD.com/subscriptionwww.GolfAndTheMindGame.com 

    Tom Perrone SPOTLIGHT! - THE WHY WHAT AND HOW OF BEING A "FINANCIAL MISTAKES CONSULTANT"

    Play Episode Listen Later Feb 6, 2022 8:20


    TOM COVERS "THE WHAT, WHY AND HOW IN HIS PLANNING WITH BUSINESS OWNERS, TO KEEP THEM FROM MAKING FINANCIAL MISTAKES.   IN MANY CASES THE BUSINESS OWNER IS NOT AWARE OF THESE POTENTIAL MISTAKES. THERE ARE LEAKS IN THEIR FINANCIAL PLANS WHICH AT SOME POINT WILL CAUSE A MAJOR PIPE BURST. TOM'S JOB IS TO CATCH THE LEAKS BEFORE THEY BUST.   IF YOU'RE INTERESTED IN BEING A GUEST ON "BUILDING AND PROTECTING YOUR BUSINESS WORTH"  PODCAST SEND ME AN EMAIL.  ALSO,  IF YOU'RE INTERESTED IN  BEING  ON OUR SPOTLIGHT EDITION  ALSO EMAIL ME.  EMAIL ME AT tperrone@necgginc.com

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