Exit Coach Radio

Aleen is a leadership development and executive coach. Her coaching approach is to help the client use the coaching process to accomplish specific business goals. The sale or succession plan is one of the most complex and emotionally-laden business scenarios she encounters. Questions discussed: What is the biggest issue you see when working with business leaders, especially those in the process of contemplating a transition or exit strategy? Do you suggest the clients hire someone like you personally or do you work with a larger executive team? What is the most important lesson learned you can share with our audience? Contact Info Email: aleen@marketzing.org Website: www.marketzing.org    

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.     

Barry Davis is a  Senior Certified Business Performance Advisor for Insperity, the premier Professional Employer Organization. He helps his clients confront many of their most difficult challenges. In this 20 minute interview with The Exit Coach Bill Black, Barry discusses several interesting concepts to help business owners of all sizes reduce benefit costs while increasing the attractiveness of the company to attract top talent. Contact Barry at (818) 546-3131.   

In this 20 minute interview, Don Burzen, Positive Exits Business Consultant, discusses how he helps business owners replace assumptions with facts so they can do effective planning. He also offers many valuable tips and strategies for businesses owners.    

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  

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

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

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

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

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

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

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.  

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

Janna Hoiberg discusses tips and ideas for Family businesses. This time, we focus on challenges of preparing the business and family members for leadership transition. 

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

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

ITR Economics is in the business of international economic forecasting and consulting. Alan discusses the great depression coming to the US and what we can do to prosper by knowing this information. Questions discussed: Why is the Great Depression coming to the US? Is it just the US? When? Also, can anything stop it? Contact info: Email Address alan@itreconomics.com Website www.itreconomics.com  Read his Book: Prosperity in the Age of Decline Print and ebook, Amazon and Barnes & Noble

                Harley Bjelland is a Top Employee Benefits Attorney providing counsel for retirement plans, health plans and executive compensation plans.   Questions Answered:    1) Why do people need a benefits attorney? 2) What kinds of things do you help people with? 3) What are the worst examples of problems with clients?   Contact Info:    Website: TheErisaLawFirm.com Email: harley@TheErisaLawFirm.com    

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

George Smart of Strategic Development, Inc. discusses family business issues Questions discussed: a. You'd think that passing a business to a son or daughter would be easy. After all, there's no interview. But it's not that easy, is it? b. Why do family CEO's find succession so difficult? c. What's the first step to make this easier, to clear away some of the very strong emotions people have about their children, and vice versa? Contact info: Email Address gsmart@strategicdevelopment.com Website www.strategicdevelopment.com          

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

                      Mahyar Ghassemian, Ghassemian Law Group, APC  discusses common legal problems and protection strategies, as well as tips and ideas for Business Owners.  

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

Mike Aguilera is the President of Aguilera & Associates, an international training and coaching company specializing in rapport and communication skills to help you get more yeses. Questions Answered:    1) Who would benefit from your system of training? 2) What makes your system different from other communication models and training?  3) Is it easy to learn and apply?  Contact Info:  Website: http://www.MikeAguilera.com Email: mike@mikeaguilera.com    

In 12 years of owning multiple small businesses, Sean Adams felt overwhelming stress stemming from the government and banks having control over his income. He consumed hundreds of books, interviews, and courses to learn as much as he could about finance and discovered the ultra-rich had insider knowledge about protecting and growing wealth. Sean made it his mission to distill down these secrets and make sure everyone had access to them. This led him to found Leveraged Life Management in order to help other professionals leverage a time-tested wealth-building strategy of the ultra-rich.   Questions we discussed today: - How/where the wealthy warehouse their cash to get guaranteed growth on their money? - How can aging business owners ensure a legacy plan for their company and the next generation? - How can business owners protect their hard earned cash from bankruptcy creditors and litigators?  

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

Brian Johnson is the Founder and Owner of Main & Johnson, a Charlotte, North Carolina, based Business Consulting & Coaching company, aimed at seeing small to medium-sized businesses thrive, not just survive. Brian is a persuasive and adaptable top-performer who is skilled in establishing, managing, and mentoring key executives and business owners as well as individual contributors in a business. He has a passion for changing the cultural fabric of people leadership, marketing, and sales in companies by empowering teams to exceed goals.    Questions and topics we discussed: 1. What got you interested in owning your own business and consulting that pulled you from the corporate world? 2. What ways do you identify businesses to understand their current situation and when they should be planning for their exit? 3. How do you best engage with businesses to get them to the exit they seek? Growth strategies in challenging times • The airline analogy for business • Growing through the scale hurdles • Getting out of your own way in business • Building an Exit Strategy for your business • Effective ways to increase price in your business • Not all customers are created equally

Just a few years ago, Zack Boothe was a window cleaner. You can even find his window cleaning tutorial videos on youtube with millions of views. However, Zack always dreamt of being a real estate investor. Taking a leap of faith, he walked away from window cleaning, and within a handful of years, he was making over a million dollars per year from real estate investing. With his successful business, he now spends his time helping others see how simple it is to make money with real estate. Zack is here shares his insider secrets to finding massively discounted properties regardless of your experience level.  What we discussed during this interview: What took Zack from a struggling real estate investor to a thriving real estate investor • The most common mistakes people make when getting started in real estate investing • Why Zack decided to get into coaching and mentoring other investors • The best strategy for finding discounted properties • Once you find a discounted property, how to implement the perfect exit strategy in order to make the most money

              Thomas Young works with companies to help attract qualified customers by focusing on inbound and content marketing. His business is called Intuitive Websites and today, he will discuss how to implement these important strategies into your business.    Questions Answered:  1) What is inbound marketing? 2) What is content marketing? 3) What is the role of mobile technologies? Contact Info:  Website: www.IntuitiveWebsites.com Email: tom@intuitivewebsites.com   Help Thomas - Click the LinkedIn button to Share this interview with your contacts!      

Kathy Fettke is the CEO and Founder of Real Wealth Network of Malibu, CA. Listen as she discusses how she started investing in real estate out of necessity and her insights on how you can build your own portfolio.  

Michelle is an accomplished Author, speaker, communications trainer, executive coach and CEO of ExecutiveEssentials. Today she will explain what Relationship Networking is and why is matters to your personal and professional results. Please share this interview with your Social Media contacts!      

Dale Robinette is a Business Growth Strategist and Scaling Up Expert.  He helps executive teams maximize revenue with a practical business operating system called RevX Formula. This formula is designed to reduce the time it takes to manage a business while also achieving 2X revenue, 3X profitability and 10X valuation. Our RevX Formula is achieved through the following services: - Growth Assessment - Business Assessment​ - Financial Assessment - Execution Tools - Executive Team Professional Development - Strategic Planning

Mike Koenigs is an unemployable serial entrepreneur with a high-school education whose obsession with taking apart gadgets to figure out their inner workings started as soon as he could crawl. He quickly learned he has the attention span of a bag of gnats on amphetamines. His curiosity in tech, psychology, entertainment, storytelling, entrepreneurship, marketing, and spirit has taken him to Uganda where he witnessed a woman dying of AIDS in a mud hut to the great pyramid in Egypt where he chanted in the king’s sarcophagus with Deepak Chopra and Wayne Dyer. He has played the didgeridoo in an IMAX movie, produced a feature film, started and sold five businesses from scratch, survived stage 3A colorectal cancer, and created a video game that shipped with six million boxes of General Mills cereal. He believes entrepreneurship is an international language of peace, opportunity, freedom, and abundance. Mike lives in San Diego, California on the beautiful beach of La Jolla Shores with his wife of 20 years, 18-year-old son, who is on his way to CU Boulder, and Lola, their sweet fuzzy kitty. @MikeKoenigs Everywhere  

A well-respected and widely known roofing expert, entrepreneur and humanitarian, Charles has become one of the most trusted names in the roofing industry country wide, as well as an inspirational business leader championing social corporate responsibility.  Antis Roofing & Waterproofing celebrated its 30th Anniversary in 2019, or as Charles would say, “for over 30 years, we’ve been keeping families safe and dry!” 

Casey Brown is in the business of helping companies substantially increase profits through better pricing and in this interview she talks about value-based pricing and some other key pricing best practices. Questions Discussed: 1. Casey, companies in very competitive industries often say they have little to no pricing power and that they must compete on price. What do you say to those companies? 2. Casey, in an average selling conversation, who is most focused on price: the buyer or the seller? 3. Casey, what do you say to companies setting prices based on a cost-plus model? Contact info: Email Address casey@precisionpricingllc.com Website www.precisionpricingllc.com                      

George Wunderlich is the Executive Director at the National Museum of Civil War Medicine. In addition to being a museum, the site is home of the Letterman Institute which specializes in advanced military medical management training and corporate management and mission awareness training.  Questions Asked:   1. Your training is based on mission, sub-mission, and submission...what is the difference between sub-mission and submission? 2. What are the similarities between military medical and corporate management training?   Contact Info:  Email: george.wunderlich@civilwarmed.org Website: www.civilwarmed.org    

                Dan DeMuth is an author, PGA golf professional, and owner of Secrets of the Golf Whisperer. He uses his professional skills and experiences to help show business owners the power of focus and how interactive learning promotes effective change in people. Website: www.secretsofthegolfwhisperer.com      

Stephen Lynch is the Chief Operating Officer of RESULTS.com. He is a “Kiwi” (New Zealander) living in San Francisco. He is responsible for researching and developing the strategic planning and business management practices that are incorporated into the RESULTS.com management dashboard software. Stephen is the author of the award-winning book: Business Execution for RESULTS -a practical guide for leaders of small to mid sized firms. His book was judged Winner in the "Management" category of the USA’s 2014 Small Business Book Awards. He has had articles published in The Economist, and has personally consulted with the leadership teams of hundreds of client firms around the world, and writes a weekly email newsletter that has over 40,000 business leader subscribers around the globe. RESULTS.com are a growth firm with offices in the USA and New Zealand. The methodology they teach clients is the exact same methodology they use to run their own business. Questions discussed:   1. What are some of the biggest challenges or mistakes you see in the area of strategic planning for SMB's? 2. Many companies seem to struggle in terms of figuring out the right things to measure as far as key performance indicators, do you have any insights you can share? 3. We all know the importance of goal setting. What are some of the best practices you have observed in how companies can set and achieve goals more effectively? Contact info: Email: stephen.lynch@results.com Website: www.results.com  

Dolores is the founder of Masters in Clarity, a full-service digital agency that believes being a Favorite brand is more valuable than just being a Famous one. They craft beautifully useful, connected ecosystems that grow businesses and build enduring relationships between brands and humans. We discuss how Dolores and her team guide their clients to: • Communicate their message in an engaging way… they call it the TED way • Design a growth strategy that is aligned with WHO they are as entrepreneurs, what flows naturally… this is where their coaching skills come in • Take consistent ACTION towards implementing their strategy and growing their business… this is where their MUM skills come in keeping YOU moving forward  

Joining us today is Andy Cagnetta, CEO of Transworld Business Advisors, the largest brokerage system in the world. A skilled negotiator and recognized national trainer of negotiation techniques, Andy specializes in mergers and acquisitions, valuations and franchising. He’s the man to talk to when it comes time to buy or sell a business. Some of the areas we cover in this interview: What is the current marketplace like for buyers and sellers? What should business owners be doing now to prepare for their exit? You like to be involved in your community, tell us more? Be sure and listen to his podcast "The Deal Board"  

House calls are back!  Patricia Ryan, RN, MSN, ANP-BC an Adult Nurse Practitioner based in Palm Springs, CA. Business name is Crossroads to Care, Inc., a nursing corporation.  She is an advanced practice nurse that provides medical house calls in your home--just like back in the day. Nurse practitioners can diagnose, treat and prescribe medications. They are RN first and continue schooling at a Masters' level, Board Certification and are eligible to have their own practice and patients. Patricia has been an RN for 10 years in several practice arenas and now a NP for the past 16. Original training in NYC and continued with Bachelors and Masters degree from University of Missouri, Kansas City. Here are some of the questions we discussed: What type of services do you do on a house call?  Are these services covered by insurance?  What other services do you offer?

Joining me again is Chris Larsen, the founder and Managing Partner of Next-Level Income. Chris has been investing in and managing real estate for over 20 years. While still a college student, he bought his first rental property at age 21. From there, 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. Chris is passionate about helping investors become financially independent. Chris has some interesting perspectives about investing based on today's trends. Be sure to have a notepad and pen handy!

Meghan Lynch is the CEO of Six-Point Creative, a brand strategy agency that helps “second-stage” companies break through growth plateaus. As part of her mission to help small businesses challenge the goliaths, Meghan has served as an expert advisor to second-stage clients in a wide range of industries, from fast-casual restaurants to industrial manufacturers. Meghan was named an Enterprising Women of the Year in 2019 and enjoys testing her limits as an endurance runner.  Some of the issues Meghan discussed today: The fears holding high-potential companies back from growth • Brand strategy for family businesses • What is a second-stage company? • Common mistakes companies make when they rebrand • How to hire and manage marketing expertise  

Keziah Robinson (pronounced KAY-zee-uh), is a business strategist, CEO coach, and investor. Described by her clients as a “shapeshifter” who “can coach business owners through any challenge at any stage of their business,” Keziah helps small business CEOs navigate the operational and existential challenges of scaling up, pivoting, and/or selling a business they’ve put their blood sweat and tears into. Keziah holds a BS in Physics from Stanford University and an MBA from the Wharton School at the University of Pennsylvania, and she serves on the advisory board of Private Packs, an innovator in the fast-growing femtech industry.  Some of the questions Keziah answered today: 1) What does it mean to "helicopter parent" your business? 2) Why is it so hard for business owners to stop doing it? 3) What are some practical tips to break out of this pattern?

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 has played guitar for a Santana Tribute band called Savor. His band has performed for audiences as large as 6,000 people in more than 50 different cities in California, Arizona, and Nevada.

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

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 them in the outdoors and enjoying the food and culture that the region has to offer. Some of the areas we touched on in this interview: How losing his father and best friend inspired Chris to quit his quest to become a professional cyclist and become an investor • Using the “infinite banking” concept to establish a family bank and supercharge investments • Why Chris believes multifamily real estate is the “Holy Grail” of real estate investing • How Chris’s background in engineering has influenced his investing • What metrics are most important when evaluating investments

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  

Ahmad Munawar (AH-med MUN-ah-wahr) is the creator of the 90-Day Pipeline, a coaching program that helps B2B consultants and service providers fill their pipeline with 5- and 6-figure deals, without begging for referrals, wasting time networking, or spending a dime on advertising “Clients should be lining up to work with me.” “I should be charging way more for the value I provide.” “I wish I could work with better clients who appreciate my expertise.” You might just hear something like this from a consultant or B2B service provider before they connect with Ahmad Munawar. As owner/founder of Boutique Growth, Ahmad helps consultants and professional service providers design a more predictable way to generate new business and consistently win 5-and 6-figure deals...without begging for referrals or wasting time with networking. Ahmad knows the frustration a business owner can feel when their business isn’t living up to its potential. Today we talk about marketing and why you need to "put it on automatic". Through his proven 90-Day Pipeline system, Ahmad’s clients walk away with: 1. Radical focus on who they can deliver the most value to at the highest price 2. Powerful positioning that puts them head-and-shoulders above the competition 3. A step-by-step marketing plan to turn strangers into high-paying clients 4. More CONFIDENCE in their business than ever before