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Brandon Hatton is the President and Chief Investment Officer of Conscious Wealth, a values-driven wealth management firm dedicated to helping clients achieve financial well-being while fostering meaningful family connections, personal health, and perspective. He brings a diverse background in international education and finance, having begun his career at Merrill Lynch Wealth Management before continuing at Raymond James. Brandon is also the author of Conscious Wealth: Money, Investing, and a Financial Awakening for the Person Who Has It All and holds certifications as a Chartered Advisor in Philanthropy® and a Chartered Retirement Planning Counselor®. In this episode… Financial success doesn't always equal fulfillment. Many high-achievers accumulate wealth only to find themselves feeling disconnected, stressed, and unsure of how to preserve both their assets and their family's values. What does it really take to create a life of abundance, meaning, and legacy? Brandon Hatton shares the powerful journey that led him from international classrooms to Wall Street boardrooms — and eventually to founding Conscious Wealth. Through personal upheaval and a reawakening of purpose, Brandon has built a new framework for wealth that integrates health, connection, mindset, and finances. He unpacks how families can communicate more effectively about money, how to transition wealth between generations, and why traditional financial planning misses key emotional and relational dynamics. Tune in to this episode of the Smart Business Revolution Podcast as John Corcoran interviews Brandon Hatton, President and CIO of Conscious Wealth, about redefining what it means to be truly wealthy. Brandon discusses his global experiences, his four-pillar philosophy, and how wealthy families can foster connection, resilience, and long-term meaning. This conversation provides an enlightening perspective for anyone looking to reimagine the purpose and impact of their financial resources.
What small things can you do to enrich the lives of those around you? In this episode, Jeff, Jeff, and Thomas discuss: Learning to save and give generously from a young age. Encouraging generosity in our children. Giving back to our abundant God. Understanding different giving models. Key Takeaways: Involve your kids in your giving, from small gifts to neighbors during the holidays to mission trips. They will learn through your example and experience. Be a good steward of giving - ensure the funds are going to worthwhile organizations and causes.Cash is the most expensive way to give. A very small portion of most people's balance sheet is cash - look deeper for better giving. There are more ways to give than just cash. You can give in small ways that will make a big impact on people's lives. "If we've been given the most, we need to be the most generous people of all." — Thomas Talbott Episode References: Sticky Faith: Everyday Ideas to Build Lasting Faith in Your Kids by Kara E Powell - https://www.amazon.com/Sticky-Faith-Everyday-Ideas-Lasting/dp/0310329329 About Thomas Talbott: Thomas Talbott, a CFP®, CKA®, and CAP® Professional, joined Stewardship Advisors, LLC, a fee-only independent Registered Investment Advisor in Mount Joy, Pennsylvania, as a Financial Advisor in 2014 and became a partner of the firm in January of 2017. As a Financial Advisor, Thomas thoroughly enjoys helping people plan, manage, and distribute their assets. He has been in the financial services industry for over 30 years and seeks to serve others by integrating his faith and experience. He incorporates his five core values of integrity, others-oriented, service, godliness, and quality delivery into his advice and encourages others to be good stewards of their resources. He enjoys the relationships he has built with his clients and desires to help them have clarity, security, and confidence in their financial futures. Thomas earned his BA from Messiah University (Grantham, PA) and his MA from Columbia International University (Columbia, SC). Thomas was awarded his CERTIFIED FINANCIAL PLANNER™ designation in 2012 and his Chartered Advisor in Philanthropy® in 2020. He is a member of Kingdom Advisors and earned his Certified Kingdom Advisor® designation in 2016. What's important to Thomas is his faith and family. As a devoted follower of Jesus Christ, he has been active with his church, various ministries, and in his community for years. Thomas has raised funds, served on non-profit leadership teams, promoted local candidates, mentored students and engaged couples, and led Sunday School classes, mission trips, and small groups. He loves to serve and influence others.Having lived in Lancaster County, Pennsylvania since the mid-1980s, Thomas and his wife of four decades, Cindy, have five daughters, four sons-in-law, and twelve grandchildren. He relishes the time he spends with his family and enjoys it when they join him in his outdoor interests, among which are wilderness adventures, fly fishing, bicycling, and skiing. He has run several marathons and bicycled across the United States in 2007 with just his daughters. Connect with Thomas Talbott:Website: https://www.mystewardshipadvisor.com/LinkedIn: https://www.linkedin.com/in/thomas-talbott-9a6036a3 Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Podcast: https://www.generousbusinessowner.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/YouTube: https://www.youtube.com/channel/UCLUYpPwkHH7JrP6PrbHeBxw
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
What percentage of Americans do you think lose sleep fretting about money matters in the middle of the night? (Hint, it's well over the majority!) When I was livin' it up in San Francisco working in the wine industry, I managed to rack up some impressive debt, and it frequently impacted my slumber. Over the years there were other financial issues such as worry over estate planning once my son was born and then Covid came and tanked the stock market and subsequently sent interest rates up and inflation especially sky high.Sleep is a critical factor in the body's ability to function optimally and repair itself; in other words, it's a cornerstone of metabolic health. Which is why in today's episode #63 of The Nourishment Mindset, we're talking with a financial expert who wants to help YOU get a better night's sleep. (This is a pod-only episode as we're in the middle of a move and I'm also rehearsing for a play so I didn't elect to video edit.)Meet CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy,® Accredited Tax Preparer® and my husband, Patrick Huey. He's a self described “comprehensive financial concierge for real people” and offers plenty of sound, actionable advice as you prepare for 2025.Patrick discusses how to cultivate financial health, what we should and shouldn't worry about and most importantly, how to find balance when it comes to making, saving, spending and giving money. We talk about how to assess financial health, determine if you would benefit from working with a financial advisor and what to look for in your search for a good fit.“Everyone has a plan until you ask them to produce it.” - Patrick Huey, owner of Victory Independent PlanningWe also emphasize the importance of getting that second opinion if you already have your money house in order. I recently had a dentist tell me I needed a freakin' root canal. After seeking a couple of second opinions, I learned that there's nothing wrong with my tooth after performing a simple a cold test with an ice cube at home! While it's standard practice to get a second opinion in medical matters, it's much more rare in the world of finance. If you walk away with one takeaway from this episode, take this: get a second opinion on your financial health, which is significantly more comprehensive than your investments! There are so many money managers out there who do just that — focus solely on investment accounts, leaving estate, tax, health and other planning to others… Or sadly and commonly, no one.Financial health is about so much more and in this episode, you'll learn about Patrick's SMART® approach to gliding into retirement and much more.****I'm thrilled to offer Nourishment Mindset subscribers this special, no obligation offer through January 15: a complimentary signed shipped copy of Patrick's Seven Pillars of Financial Wisdom to help you determine if you're getting the maximum benefit from your current approach to financial health. To receive one, simply email me. (FavorFat@gmail.com)FINE READS-For those who want a more comprehensive read, Patrick spent nearly a decade crafting only the book he could write. AND didn't toss me off our Camas, WA balcony to the coyotes the night I gave him this feedback after reading the manuscript: “There's a lot here. But you need to start over from an organization stand point.”History Lessons for the Modern Investor takes a rollicking romp through the past helping you learn important lessons from historical figures to become a better investor today. For example, Julius Caesar, courtesy of some heavily armed guys in togas, discovered that mental shortcuts can lead to disappointing results. He learned it the hard way, but you don't have to. Nicolaus Copernicus didn't think the universe revolved around him—rare for a genius of his time. His economic theory is the secret to funding a long retirement. And you won't risk getting burned at the stake…To check out all of his books including a travel thriller, visit Patrick's author page.FINE RECIPE with a FINE FIND- Dixie's Go To Tuna Salad with Sea SeasoningI'm combining my Fine Recipe and Fine Find this month since this sea seasoning adds flavor and an essential trace mineral, iodine. I love Maine Coast Sea Seasonings and regularly use their organic triple blend.Sometimes you need a quick, healthy fix and my Go To Tuna Salad is one of my favorites! Serves one so feel free to multiply for more mouths. Add everything together, stir and enjoy:1.One can of tuna, preferably wild caught and in either olive oil or water;2.Mix in 1 generous TB avocado oil mayo — Primal Kitchen and Sir Kensington's are my preferred brands (no stanky seed oils - traditional mayo always has ‘em even if they advertise “olive oil” on the front so check those ingredients);3.Chop 1 mini cucumber (or a half of a regular one) and toss in;4.Add 1tsp Dijon if you enjoy mustard and/or a couple TB finely chopped nuts;5.Generously salt with a high quality brand such as Redmond.6.Consider adding a Sea Seasoning with iodine to support thyroid health and add delicious flavor!PS - If you happen to live in SW Florida, please support local arts come see Last of the Red Hot Lovers, a comedy about a married man's midlife crisis by Neil Simon. We're playing at the Marco Island Center for the Arts theater January 8-26. My character, Bobbi Michelle, is a nutty out of work night club singer who takes medicinal weed instead of tranquilizers because she has this inability to swallow pills. She's essentially harmless — sweet and sexy, but also super ditzy, and her singing is um… you'll see. For more, check out the features in Coastal Breeze and Marco Eagle. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit favorfat.substack.com
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
In this episode, host Josh Hirsch sits down with Jillian Vukusich, CAP, Executive Director of Lost Tree Foundation, for a candid and insightful conversation about what it really takes to build strong donor-funder relationships in the nonprofit world. From fostering trust and transparency to understanding the evolving needs of communities, Jillian offers a wealth of practical advice and heartfelt reflections. Together, they explore why small and mid-sized donors are just as crucial as major gifts, how open communication can transform partnerships, and the true value of listening to and engaging all donors. Whether you're a seasoned fundraiser or just starting your journey, this episode is packed with actionable tips and thought-provoking ideas to help you create meaningful connections that maximize impact. Takeaways Building strong relationships through trust, honesty, and transparency is essential in fundraising and grant-making. Understanding community needs and fostering open communication lead to more effective partnerships and impactful grant-making. Small to mid-sized donors play a vital role in nonprofit stability and deserve engagement alongside major donors. Knowing the decision-making structure in foundations helps nonprofits tailor their approach and maximize opportunities. Maintaining relationships with all donors builds trust and can lead to significant, long-term funding opportunities. Chapters 00:00 Introduction to IMPACTability Podcast 01:32 Understanding the Donor-Funder Relationship 04:22 The Role of Fundraising and Grant Making 08:37 Building Resilient Relationships with Grantees 10:58 The Importance of Transparency in Grant Making 13:27 Navigating Decision-Making in Foundations 22:18 Aligning Community Needs with Donor Intentions 25:39 The Value of Small to Mid-Sized Donors 27:33 Final Thoughts on Fundraising and Relationships Guest Bio Jillian joined Lost Tree Foundation as Executive Director in 2015. Lost Tree Foundation's annual grants program provides nearly $4 million for capital projects each year in the areas of health, homelessness, hunger and education. Jillian previously served in leadership roles at the Community Foundation Martin St. Lucie and the Community Foundation for Palm Beach and Martin Counties. Jillian is an alumnus of the Hull Fellows Program through Philanthropy Southeast and has served in a variety of capacities for organizations such as the Council on Foundations, Exponent Philanthropy and Florida Philanthropic Network. She holds degrees from American University and University of South Florida as well as the Chartered Advisor in Philanthropy® designation from The American College. Leave a review! Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review. Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app. Got a question that you'd like to ask a nonprofit professional? Email your questions to
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
As Israel waits for more of Iran's threatened attacks - this is important to replay: Israel's challenge to survive, while surrounded by enemies, began long before October 7, 2023. But, on this day, the barbaric attack by Hamas terrorists, took it to another level. Not since the Holocaust has there been such an evil attack on Jews. Yet, since October 7, the mainstream media has been spewing lie after lie about the war, propaganda to make the whole world turn against Israel and join sides with the terrorists. It's shocking that so many believe these lies and dangerous for everyone, because Israel is the canary in the coal mine - what happens to it is only a preview of what terrorists are on track to do to the rest of the world - including America. Today's guests, Marc Belzberg and Naomi Nussbaum are speaking to you from war-torn Israel. Marc Belzberg is the Chairman of the Board of OneFamily and Naomi Nussbaum is the Executive Director, Chartered Advisor in Philanthropy of OneFamily, an organization based in Israel whose mission is: Overcoming Terror Together. OneFamily supports and empowers victims of terror and bereaved families, to help them achieve their emotional, social and financial independence, so they can reintegrate into society. They will tell you the raw truth, dispelling mainstream media lies - like lies that say what Israel is doing is ‘genocide'. They will also reveal the untold stories of the impact of the war on Israeli life and the Israeli people. And you will hear the guests' personal stories - what brought them to Israel and what keeps them there -even after Iran sends drones and missiles.
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
As Israel waits for Iran's threatened attack - this is important to replay: Israel's challenge to survive, while surrounded by enemies, began long before October 7, 2023. But, on this day, the barbaric attack by Hamas terrorists, took it to another level. Not since the Holocaust has there been such an evil attack on Jews. Yet, since October 7, the mainstream media has been spewing lie after lie about the war, propaganda to make the whole world turn against Israel and join sides with the terrorists. It's shocking that so many believe these lies and dangerous for everyone, because Israel is the canary in the coal mine - what happens to it is only a preview of what terrorists are on track to do to the rest of the world - including America. Today's guests, Marc Belzberg and Naomi Nussbaum are speaking to you from war-torn Israel. Marc Belzberg is the Chairman of the Board of OneFamily and Naomi Nussbaum is the Executive Director, Chartered Advisor in Philanthropy of OneFamily, an organization based in Israel whose mission is: Overcoming Terror Together. OneFamily supports and empowers victims of terror and bereaved families, to help them achieve their emotional, social and financial independence, so they can reintegrate into society. They will tell you the raw truth, dispelling mainstream media lies - like lies that say what Israel is doing is ‘genocide'. They will also reveal the untold stories of the impact of the war on Israeli life and the Israeli people. And you will hear the guests' personal stories - what brought them to Israel and what keeps them there -even after Iran sends drones and missiles.
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Israel's challenge to survive, while surrounded by enemies, began long before October 7, 2023. But, on this day, the barbaric attack by Hamas terrorists, took it to another level. Not since the Holocaust has there been such an evil attack on Jews. Yet, since October 7, the mainstream media has been spewing lie after lie about the war, propaganda to make the whole world turn against Israel and join sides with the terrorists. It's shocking that so many believe these lies and dangerous for everyone, because Israel is the canary in the coal mine - what happens to it is only a preview of what terrorists are on track to do to the rest of the world - including America. Today's guests, Marc Belzberg and Naomi Nussbaum are speaking to you from war-torn Israel. Marc Belzberg is the Chairman of the Board of OneFamily and Naomi Nussbaum is the Executive Director, Chartered Advisor in Philanthropy of OneFamily, an organization based in Israel whose mission is: Overcoming Terror Together. OneFamily supports and empowers victims of terror and bereaved families, to help them achieve their emotional, social and financial independence, so they can reintegrate into society. They will tell you the raw truth, dispelling mainstream media lies - like lies that say what Israel is doing is ‘genocide'. They will also reveal the untold stories of the impact of the war on Israeli life and the Israeli people. And you will hear the guests' personal stories - what brought them to Israel and what keeps them there -even after Iran sends drones and missiles.
Israel's challenge to survive, while surrounded by enemies, began long before October 7, 2023. But, on this day, the barbaric attack by Hamas terrorists, took it to another level. Not since the Holocaust has there been such an evil attack on Jews. Yet, since October 7, the mainstream media has been spewing lie after lie about the war, propaganda to make the whole world turn against Israel and join sides with the terrorists. It's shocking that so many believe these lies and dangerous for everyone, because Israel is the canary in the coal mine - what happens to it is only a preview of what terrorists are on track to do to the rest of the world - including America. Today's guests, Marc Belzberg and Naomi Nussbaum are speaking to you from war-torn Israel. Marc Belzberg is the Chairman of the Board of OneFamily and Naomi Nussbaum is the Executive Director, Chartered Advisor in Philanthropy of OneFamily, an organization based in Israel whose mission is: Overcoming Terror Together. OneFamily supports and empowers victims of terror and bereaved families, to help them achieve their emotional, social and financial independence, so they can reintegrate into society. They will tell you the raw truth, dispelling mainstream media lies - like lies that say what Israel is doing is ‘genocide'. They will also reveal the untold stories of the impact of the war on Israeli life and the Israeli people. And you will hear the guests' personal stories - what brought them to Israel and what keeps them there.
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Foundational to a successful exit plan for most business owners we work with is having their business increase in value – so that when they go to get the value out there is enough net of taxes to do everything they want to do next. And foundational to building value as well as protecting the value of a business, is the use of technology.What technology, when to upgrade or change it how and when to implement it particularly in light of a planned exit timeline or departure date. And with new developments like AI and growing risks like cyber crime…it's only going to become more and more foundational even to the smallest businesses.Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
In this episode, host Josh Hirsch discusses the power of AI in nonprofits with guest Cherian Koshy. They explore Cherian's journey into AI and how it can be used to make nonprofits more efficient and effective. They also discuss the steps to getting started with AI and the future of AI integration in the nonprofit sector. They emphasize the importance of responsible use of AI and transparency in its implementation. In the Coaches Corner segment, Jacob Wenge shares insights on building a sustainable volunteer program.TakeawaysAI has the power to make nonprofits more efficient and effective.Getting started with AI involves aligning values, defining goals, and exploring different tools.Responsible use of AI requires transparency and ethical considerations. AI Usage Policy: https://resources.workable.com/ai-tool-usage-policyBuilding a sustainable volunteer program involves defining goals, aligning expectations, and empowering volunteers.Chapters00:34 The Power of AI in Nonprofits05:25 The Impact of AI on Jobs07:50 Using AI for Efficiency and Effectiveness08:18 Steps to Getting Started with AI09:45 Building Trust and Aligning Values10:37 The Future of AI Integration13:29 Responsible Use of AI14:55 Transparency and Disclosure37:55 Coaches Corner: “What are the Best approaches on building a sustainable volunteer program?” Guest BioCherian Koshy is a Certified Fundraising Executive (CFRE), Chartered Advisor in Philanthropy (CAP), & AFP Master Trainer. He founded the NonprofitOS, a generative AI platform designed to help organizations maximize their impact, which was acquired by iWave. Before starting NonprofitOS, Cherian spent more than 25 years working in the nonprofit sector, working with thousands of donors and raising more than 100 million for various organizations and causes. He proudly serves as the Vice Chair of Professional Development on the AFP Global Board. He is a sought-after trainer and keynote speaker, and his thought leadership has been featured in several publications.Like this episode? Subscribe to our podcast on Apple, Spotify, or your favorite podcasting app. Leave a review! Reviews are hugely important because they help new people discover this podcast. If you enjoyed listening to this episode, please leave a review.Got a question that you'd like to ask a nonprofit professional? Email your questions to IMPACTcoaches@IMPACTability.net and listen to next episode to see if your question gets answered!This podcast uses the following third-party services for analysis: Chartable - https://chartable.com/privacy
Much of what we talk about here pertains to building or accelerating the value of your business, and though also how to protect the value of your business.It's not enough to focus on revenue growth and profitability as a business owner who wants to exit successfully you also have to continually manage risks to the value and health of your business. And with the ever changing times we live in the risks to be managed are continually changing and keeping up with these changing risks can be difficult particularly when there is a need to focus on things like revenue growth and profitability.So we try to provide some help each year in doing that, and that's going to be our focus in this episode and one or two more here at the start of a new year.Many if not most of the business owners we work with want to sell or transfer their business to children or key employees – what we would call a sale to insiders.For many reasons, this can take years to accomplish but because of the owners goals, objectives, and desires, it can be the exit route that makes the most sense for their situation.One of the major initiatives or actions that can take a long time is to train and equip your successor or successors to be owners.Successors typically become candidates for ownership because they have proven to be exceptional and key employees – they've been good at their job or jobs and they really seem to care about the business.But, as you business owners listening understand there is much more to being a business owner than there is a key employee.DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Many if not most of the business owners we work with want to sell or transfer their business to children or key employees – what we would call a sale to insiders.For many reasons, this can take years to accomplish but because of the owners goals, objectives, and desires, it can be the exit route that makes the most sense for their situation.One of the major initiatives or actions that can take a long time is to train and equip your successor or successors to be owners.Successors typically become candidates for ownership because they have proven to be exceptional and key employees – they've been good at their job or jobs and they really seem to care about the business.But, as you business owners listening understand there is much more to being a business owner than there is a key employee.DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
If you're a regular listener, you know we are agnostic as to which exit route an owner chooses – we work to help them decide which exit route most aligns with their goals.And that can be an ESOP, sale to co-owners or management, a transfer to children or family members or a sale to a third party.And when a third party sale is the right option…we want to do all we can to prepare an owner for the eventual transaction – including helping them understand the potential pitfalls that can result in a failed deal.DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Scott Tobe (https://signaturefp.com/) is the Chief Executive Officer of Signature Financial Planning. As a licensed financial advisor and a Chartered Advisor in Philanthropy®, Scott utilizes his experience, knowledge, and education to provide comprehensive wealth management solutions and design charitable giving strategies for high-net-worth individuals. In this episode, Scott and Chris discuss: 1- The evolution and focus of signature financial planning, 2- Scott's client service philosophy 3- The importance of team-based financial advising 4- Finding and retaining high-net-worth clients LinkedIn: https://www.linkedin.com/in/scotttobe-sfp/ Website: https://signaturefp.com/ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after a thorough review with your investment advisor considering all factors including personal goals, needs, and risk tolerance.
If you listen to us regularly you've heard us talk about the importance of an objective estimate of business value for planning your eventual exit and for this purpose you really do not need a qualified or certified valuation. However, there are certain situations where a certified valuation is advisable if not required. And, it's not unusual for one of our business owner clients to have one of the situations, so, that's our topic today, Business Valuations for Gifting, Estate Settlement, Divorce, and Shareholder Disputes.DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Introducing Andrew Thelander:Andrew has been a Senior Vice President and Financial Advisor at Wealth Enhancement Group since 2007He focuses on helping others achieve clarity in their financial lives and uses each client's individual goals, values, and aspirations to craft a comprehensive financial plan — which frequently includes charitable giving strategiesHe is a CERTIFIED FINANCIAL PLANNER professional, a Retirement Income Certified Professional® and a Chartered Advisor in Philanthropy® Holds an MBA from Augsburg University and a bachelor's degree in Business Management from The College of St. Scholastica, where he was recognized with a Young Alumni Achievement Award and was one of only 100 people inducted into their Century of SaintsAndrew and his wife live in Stillwater, MN with their two sons. When not working, he and his family enjoy spending time outdoorsAlso volunteers as a University of Minnesota Master Gardener and serves on the Congregational Council at his local church Talking Points:#1: Focus on the people and cause(s) you care most about. #2: Leverage the power of your company's giving culture.#3: Use financial strategies to maximize the value of your donation.#4: Commit to multi-year giving to a single charity.#5: Make unrestricted gifts.#6: Consider a donor-advised fund for increased control & timing.#7: Finally, be a vocal advocate for your favorite cause.
A key driver of business value and a successful exit is what we would call a “next level management team". A management team that can take the business to the next few levels of growth.You've heard many times on this podcast that the less central an owner is to the business the more valuable and attractive their business will be to potential buyers. And if an owner is to be less central they need to develop a strong management team.DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Route 664 Host Les Winston, Philanthropist, talks with Simon Stucky Singer, Certified Financial Planner, Chartered Advisor in Philanthropy, and Registered Financial Consultant. socialsecharity.org
Today we want to discuss producing great results that would lend toward maximizing business value during tough times. If you're a business owner long enough you will at some point hit a tough patch which could be do to either internal or external factors or both. And it can be tough to remain focused and keep your eye on your long term strategy and goals to maximize business value.Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
In our last episode with Tim Van Miegham of The Proaction Group, we discussed “What Will Private Equity Buyers Want to Know About Your Company BEFORE They Write the Check?” As we mentioned in our opening last time, there are pros and cons in selling to a private equity firm versus a strategic buyer, and that's what we are going to talk about today, “The Advantages of a Private Equity Deal”Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Personal Finances: You Have a Salary, Now What? featuring Jake WeatherfordJake Weatherford, with Castlepoint Wealth Advisors, is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm's financial planning strategies. He is also responsible for portfolio modeling and financial projections, which help clients evaluate the potential outcomes of their decisions. Jake is nearing a decade in financial advising and specializes in helping clients navigate complex retirement planning and wealth transfer concerns.It was Jake's desire to help people that drew him to the wealth management industry, where he earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy (CAP) designations.Jake holds a Bachelor of Business Administration degree from Oklahoma State University and an MBA in financial planning. While at Oklahoma State he was a recipient of the General Honors Award. He is a board member of the Downtown Club of Oklahoma City, and he serves as a Division 1 college football official. Jake and his wife, Shelbie, live in Oklahoma City and are the proud parents of a baby boy, Eli. They attend Life Church and especially enjoy traveling and spending time outdoors as a family.
There are pros and cons in selling to a private equity firm versus a strategic buyer which we are not going to get into here today. But one thing Private Equity firms are known for is how thorough they can be in performing due diligence on a business they are interested in acquiring.Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
In today's conversation we want to focus on a specific area that if strengthened, you will more enjoy life in the business while at the same time increase the value of the business making it more transferable or sellable. And if you have a transferable business you will have more options for your eventual exit.Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
In this week's episode of Fostering Change, we revisit Rob's conversation with Gideon Bernstein, Chartered Financial Analyst and Chartered Advisor in Philanthropy and the author of The Workbook for Giving: Exercises for identifying the resources, giving goals, and giving strategies for you and your family.Gideon Bernstein has served as a trusted financial advisor to families in Orange County, California, for decades.Currently a Principal and Chief Investment Officer at Leisure Capital Management, his passion is working with nonprofit boards, families, and private foundations to help them achieve their philanthropic missions. Gideon has served as a board member of numerous charitable organizations, Vice President of Investments, and Chairman of the Board for the Jewish Community Foundation of Orange County. He holds designations as a Chartered Financial Analyst (CFA) and a Chartered Advisor in Philanthropy (CAP). Gideon is also the author of Giving: A Handbook to Happiness for the Modern Philanthropist.Story Key Notes:
In today's conversation we want to focus on a specific area that if strengthened, you will more enjoy life in the business while at the same time increase the value of the business making it more transferable or sellable. And if you have a transferable business you will have more options for your eventual exit.The topic for discussion is often neglected by business owners because for most of us… it's one of those things we know we should do….but it's painful to even think about doing it…so we often just continue to kick the can down the road rather than taking steps to get it done.Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
There are not a few psychological and emotional challenges that owners experience when thinking of eventually leaving their business. These challenges can actually keep an owner from moving forward in doing what they know they need to do create a strategic plan for exiting and acting on it. Our topic today is “The Psychological and Emotional Challenge of Exit and Succession”Want to learn more? Go to: ennislp.comDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
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