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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============================================
A citizen science project finds elevated nitrogen dioxide in 65 percent of DC and Maryland home kitchens it tested. Nitrogen dioxide in homes comes from natural gas combustion in cooking stoves and is known to cause asthma. Sunil Dasgupta spoke with Barbara Briggs of Beyond Gas, a local climate group which organized the testing, Montgomery Village community leader Djamila Bah, a testing volunteer, and physician Janet Phoenix of the George Washington University School of Public Health. Report: https://t.ly/gyvqq Music from Washington DC rock ‘n' roll band 7 Door Sedan.
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============================================
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============================================
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============================================
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============================================
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============================================
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============================================
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============================================
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 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============================================
A most common refrain we hear from business owners in conversations about exit planning is “Why should I plan now, I'm not ready to exit, I'll start planning when I'm ready to leave.”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============================================
As with any strategic planning it's as important to know what pitfalls to avoid as much as it is what actions to take or put in place.And there are not a few pitfalls to avoid when planning your exit which is most often the most significant and impactful event and transaction of their life as a business owner.Today we are going to get specific about some of the more common pitfalls to avoid.And our guest is Laurie Barkman of Stony Hill Advisors who has been with us before and we're happy to have back.Laurie, the business transition sherpa, is the former CEO of a $100million revenue company that was sold to a Fortune 50. She is an mergers and acquisitions advisor, exit planner and author of “The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Exit Options.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============================================
It's not a secret that leadership, bad or good, wrong or right, has a significant impact on enterprise value and on the future transferability or sellability of a business.Perhaps there is nothing of greater importance in building the value of a business than the ways in which an owner and their management team lead and manage the business.And, it's not unusual for an owner to either be or become a good leader doing the right things to go wrong at some pointSo today we want to have a conversation about good leaders staying on the right track and avoiding pitfalls that can result in wrong decisions and actions, and so our topic for today isWhere Good Leaders Go Wrong============================================“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============================================
When an owner sells their business, they always need to be aware of what taxes they will be required to pay as a result of the sale and every owner we've ever dealt with has wanted to minimize taxes however possible.Another issue to be aware of is any potential risk in receiving future payments in a transaction that involves an installment sale.Today we're going to discuss what could be a possible solution if you are considering a sale and have either one of those concerns.The Pros and Cons of Structured Installment Sales is our topic for today.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============================================
When we bring on a new client, one of the first actions is estimating the value of the business. What is the current fair market value of the business?We've talked many times about how important that number is in planning your eventual exit.In that process we consistently find that companies realizing consistency in strong financial performance, are those that have invested smartly in attracting the right people, but then also in developing their people.They've been intentional in setting a tone of continual learning and improvement as a key part of their culture, their employees end up being more motivated and empowered which results in higher levels of productivity, efficiency and profits.Employee development is key to increasing the value and sell-ability of your business and for success in your eventual exit. And so that's the topic for today's conversation, “How Can Employee Development Result in a Sellable Business and Successful 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============================================
If you're a business owner and have one or more business partners. you more than likely have at least heard of buy-sell agreements. And hopefully you have one that is well-written, current and regularly reviewed. You may also have one if you're in process of selling your business to insiders or children. A buy-sell agreement provides direction to owners and other stakeholders when the transition of an ownership interest in a business is in question. In the case of a multiple-owner business, a buy-sell agreement can be the most important business planning document they have. An important aspect of an effective buy-sell agreement is how the strategies for the unexpected events of death or disability of owners will be funded. And most often life and disability insurance is used for the funding method when the parties of the agreement are insurable. When insurance is used there are some key planning issues that need to be planned for. And today we want to alert you in a general way to the planning issues as well as a solution. that may or may not be right for your situation. But certainly a solution that should be considered by you and your advisor 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============================================
Our guest Dawn Luedtke is a council woman in Montgomery County, Maryland. Montgomery County is just outside of Washington D.C. yet it includes a surprising amount of rural land. In fact, it's home to the Agricultural Reserve, 93,000 acres preserved for farm land and rural space and hailed as one of the best examples of land use policy in the country. Luedtke was elected to the council in 2022 to represent a newly created district that includes much of Montgomery County's rural spaces. We talk with Luedtke about the opportunities to make these rural voices heard in a diverse county, improving mental health access, and her love of theater. About Dawn Luedtke Dawn Luedtke is a community advocate, former Assistant Attorney General, certified law enforcement trainer and expert on healthy schools and public safety serving her first term on the Montgomery County Council. She was elected in 2022 to represent the newly created District 7, including Ashton, Brookeville, Damascus, Derwood, Laytonsville, Montgomery Village, Olney, Redland, Sandy Spring, and northeast Montgomery County. Dawn is committed to providing world-class constituent service, fostering a business environment for local small businesses to thrive, preventing crime through enhanced community policing, improving behavioral health and crisis response, and protecting Montgomery County's farmers, food, and Agricultural Reserve. She serves on the Council's Public Safety and Health and Human Services Committees. Dawn is a certified law enforcement trainer on school safety, implicit bias, hate crimes and other critical public safety issues, where she has taught and worked with law enforcement officials across Maryland. She served in the Office of the Attorney General of Maryland as Counsel to the Maryland Longitudinal Data System Center, Maryland Center for School Safety, Food Systems Resiliency Council, and Active Assailant Interdisciplinary Work Group. She also advised State agencies on topics including open government and government operations, and oversaw the creation of the State's Model Behavioral Threat Assessment Policy for K-12 Schools. Dawn also served as Chair of the Prevention Subcommittee of the Active Assailant Interdisciplinary Work Group, a member of the Behavioral Health Administration's workgroup on involuntary commitment standards, the Maryland Institute for Emergency Medical Services Systems' Crisis Response Work Group, and as a member of the Youth & Families Subcommittee of the Governor's Commission to Study Mental & Behavioral Health. A longtime theater performer and advocate, Dawn is Vice President of the Opera Baltimore Board of Directors, Secretary of the University of Pennsylvania Glee Club Graduate Club Board of Directors, and previously served on the Boards of Directors of the Olney Theatre Center, Transformation Theater, LLC, and the Bruce Montgomery Foundation for the Arts. Dawn lives in Ashton with her husband Eric and four children.
How much money will you need when you exit? The answer to this third question very much impacts your answers to the other questions regarding departure date and who you end up selling to…We believe that the following are critical elements in creating a successful exit plan…- a preliminary business valuation- a forecast of future business cash flow- an experienced advisor team- your targeted departure date- your targeted successor- And a preliminary financial needs analysisAnd it's this last element…the preliminary financial needs analysis…the analysis that will answer the question “What's Your Number?” that we want to discuss today…What's Your Number???Want to learn more? Go to: ennislp.comConnect with Joe: https://www.linkedin.com/in/josephdurnford/Check out JD Merit: https://jdmerit.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============================================
We want to help you build your business value, but also protect the value of your business, and one way to do that is through careful tax planning…Tax planning as you're growing and building the business, but also planning that will minimize taxes when you eventually sell or transfer your business.Too often at sale an owner is sadly surprised with how much of their sale proceeds will go to both federal and state income taxes.And so that's today's topic: Minimizing Taxes at Sale with a Section 664 Business Owners Trust Our expert guest today is Roger Silk, Phd, who is the Founder and CEO of Sterling Foundation Management Want to learn more? Go to: ennislp.comWant to learn more? Go to: ennislp.comConnect with Joe: https://www.linkedin.com/in/josephdurnford/Check out JD Merit: https://jdmerit.com/============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
20230304-2 Presidents' Meeting - Day One Originally Broadcasted in English on ACB Media 6, and in Spanish on ACB Media 7 The Fine Art of Delegation: Presented by the Berl Colley Leadership Training Committee o Facilitator: Matt Selm, President, Kentucky Council of the Blind, Louisville KY Doug Powell, President, American Council of the Blind of Virginia, Falls Church, VA o Panelists: Julie Brannon, President, Washington Council of the Blind, Puyallup, WA Ardis Bazyn, Chair, ACB Membership Committee, Burbank, CA Earlene Hughes, President, Blind Information Technology Specialists, West Lafayette, IN. Introducing the New ACB Board Members Elected In 2021 And 2022 o Dan Spoone, ACB President, Orlando, FL o Meet Koni Sims - ACB Board of Director Elected In 2021, Medical Massage Practitioner, Sioux Falls, SD Connection Show #3 o Cindy Hollis, ACB Membership Services Director, Flat Rock, MI o Lucy Edmonds, Community Support Committee Chair, Lansing, MI * Sponsor Presentations o Eric Bridges, ACB Executive Director, Arlington, VA Keynote Speaker o Sharon Giovinazzo, CEO, San Francisco Lighthouse for the Blind and Visually Impaired, San Francisco, CA ACB 2022 “A Year to Remember” Highlight Video DKM First-Timers Program and Leadership Fellows Awards for 2023 o Kenneth Semien Sr., DKM Fund Committee Chair, Beaumont, TX o Zelda Gebhard, DKM Fund Committee Vice Chair, Edgeley, ND; And Amanda Selm, DKM Fund Committee, Louisville, KY Updates from the ACB Board of Publications (BOP) o Katie Frederick, ACB Board of Publications Chair, Columbus, OH o Penny Reeder, ACB Board of Publications member, Montgomery Village, MD o Cachet Wells, ACB Board of Publications member, Jacksonville, FL What's New with the ACB Community o Cindy Hollis, ACB Membership Services Director, Flat Rock, MI o Lucy Edmonds, Community Support Committee Chair, Lansing, MI Find out more at https://acb-events.pinecast.co
Want to learn more? Go to: ennislp.comConnect with Joe: https://www.linkedin.com/in/josephdurnford/Check out JD Merit: https://jdmerit.com/============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
Building a business that is transferable or sellable really begins when an owner launches a business with their eventual goals for exit --- do they indeed want to get value out of the business at some point in the future with a sale…or do they have vision for eventually transferring the business to children or key employees.If they simply want a lifestyle business while building their desired financial wealth outside of the business…then building for an eventual sale or transfer isn't necessary…However, we find that most owners want to…and often need to…get some value out of the business eventually…and frequently consider the business to be central to their retirement plan…Also…an owner who builds a transferable business has many more options for their eventual exit than they would with a lifestyle business…So, we can work with owners for years in identifying what aspects of their business….if focused on and strengthened…will increase the value and sellability of the business…We want to help clients get the business to a place where it's ready to be sold or transferred for the value they need or want…And in doing that they find it helpful to have someone outside of the business…like us…come in and look under the hood and identify blind spots that the owner might have pertaining to growth and value acceleration…And that's what we want to discuss in this episode…. Common Blind Spots in Building Business ValueWant to learn more? Go to: ennislp.comConnect with Joe: https://www.linkedin.com/in/josephdurnford/Check out JD Merit: https://jdmerit.com/============================================“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
One strategy for accelerating the value of your business is grow through acquisition….and we've discussed this strategy in past episodes with M&A Advisors Matt Craft and Laurie Barkman. Today we are going to revisit the topic with our guest who has made three multi-million $$ acquisitions to scale is core business to over $35 million in revenue. We want to discuss what he's learned from his experience and also his thoughts about a successful exit – I know he has some specific ideas about what an owner should do after they exit. Our topic today is… Business Acquisitions and a Successful Exit And we have with us Orrin Klopper, CEO and Co-Founder of Netsurit…Want to learn more? Go to: ennislp.com============================================“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.com============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis============================================
All small business owners, at least all the ones we know, are continually focused on sales and increasing revenue. And rightfully so if they have a desire to get value out of the business eventually with a transaction.As you've heard us say many times here in the past, nothing is more important than financial performance when selling your business to a third party, but it's also important if you decide to sell to insiders or an ESOP.You will need cash flow to be successful in executing any of these exit routes and that begins with sales. With that said, we also find that it can be challenging for small business owners to have a disciplined approach to sales forecasting and so that's our topic today.A Beginners Guide to Sales ForecastingAnd we have with us repeat guest Chris Tully of Sales Growth Advisors.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
9 out of 10 business owners we work with are married. Most are married…and as married business owners ourselves…we recognize the unique challenges of being both married and a business owner. For one thing, the business if allowed to, can become all-consuming leaving little to no time or energy for the marriage relationship. Unique challenges like this one, absolutely can impact the marriage….but also the strength of the business and the eventual exit of the owner and whether of not it's successful. And so that's our topic today… The Unique Challenge of Being Married and Running a Business.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
Non-Qualified Deferred Compensation is an unfunded, unsecured promise by the employer to a key employee to pay compensation at a specific time or upon a specific event in the future. The program is a contract between the employer and the key employee for the payment of future benefits. As we help Business owners plan for their exit nonqualified deferred compensation can be a very viable solution for attracting, retaining, and rewarding key employees. It can also be used as a key piece in structuring an internal sale of the business to either key employees or children.However, Non-Qualified Deferred Compensation has a few disadvantages or planning challenges which we will mention today – and also today we are going to hear from an expert on an alternative solution that addresses the disadvantages and that's what we are going to discuss today, An Alternative to Non-Qualified Deferred Compensation.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
In the work we do, we are agnostic as to how an owner exits. We want to help the owner, or owners, first clarify and establish their financial and values-based goals for exit and then identify and plan for the exit route that will best attain their goals.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
It's not unusual for us to hear from clients or prospective clients that they want to “test the waters” in selling their business. In other words, take it to market “as is” and see what happens.This is one of the areas, where the phrase “I don't know what I don't know” can result in a bad idea…In his book, The Art of Selling Your Business, John Warrillow says, “you don't want to put your business on the market unless you're fully committed to seeing it through…”A book we'd highly recommend by the way.And that's what we want to discuss today, Testing the Waters Is A Bad Idea.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
Montgomery County Council District 7 is a newly created seat eastern upcounty centered on Olney, Damascus and Montgomery Village. Sunil Dasgupta spoke with three candidates running for the seat: Dawn Luedtke (timestamp 3:34) about public safety, Jacqueline Manger (27:13) about jobs, and Ben Wikner (46:58) about the Montgomery Village Equity Center. Music for this episode comes from DC-based singer-songwriter Emily Hall.
2022 Presidents' Meeting Agenda Presidents' Meeting, Day One Saturday, March 12, 2022 Originally Aired March 12, 2022, on ACB Media 6 ACB Brenda Dillon Memorial Walk: Walking Everywhere: Donna Brown, ACB Walk Chair, Romney, WV Meet Erin Pitera, Chief Executive Officer, FMP Consulting: ACB Advisory Board Member, Alexandria, VA Sponsor Presentations; Tony Stephens, ACB Development Director, Baltimore, MD Keynote Speaker: Bob Ciminera, CEO, Vispero, Clearwater, FL ACB 2021 “A Year to Remember” Highlight Video DKM First-Timers Program and Leadership Fellows Awards for 2022 Kenneth Semien Sr., DKM Fund Committee Chair, Beaumont, TX; and Zelda Gebhard, DKM Fund Committee, Edgeley, ND Updates from the ACB Board of Publications (BOP) Katie Frederick, ACB Board of Publications Chair, Columbus, OH Penny Reeder, ACB Board of Publications member, Montgomery Village, MD Cachet Wells, ACB Board of Publications member, Jacksonville, FL Berl Colley Leadership Institute: Coming out of COVID “Coping with Obstacles and Embracing Opportunities”: Jeff Thom, ACB Board of Directors, Sacramento, CA; Carrie Muth, ACB Of Oregon President, Coos Bay, OR; and Ray Campbell, ACB Second Vice President, Glen Ellyn, IL What's New with the ACB Community Cindy Hollis, ACB Membership Services Director, Flat Rock, MI; Kolby Garrison, ACB Membership Services Administrative Assistant, Greensboro, NC; and Lucy Edmonds, Community Support Committee Chair, Lansing, MI Spanish Language Wrap Up: Gabriel Lopez Kafati, MCAC Hispanic Subcommittee Chair, Miami, FL; Swatha Nandhakumar, ACB Advocacy Specialist, Alexandria, VA Find out more at https://acb-events.pinecast.co
This week, we received a letter from a listener asking us to help encourage her husband to begin planning for their exit from their business. And joining us to discuss this critical issue is friend and Attorney Stuart Sorkin. Stuart is the founder of The Business and Legal Advisors, a consulting firm specializing in the financial and legal protection of business owners, executives, and entrepreneurs throughout the United States and overseas. He works with startups to mid-size business owners to integrate their personal estate planning goals with goals for growth, succession or exit. Stuart is the co-author of “Expensive Mistakes When Buying and Selling Companies...and How to Avoid Them in Your Deals” which we highly recommend and he has more than 30 years of experience in legal work pertaining to business transactions and exits so he's a perfect guest for today's topic.Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================
The one thing that connects all humanity is that no matter our creed, ethnicity, or religion we all have a story. This podcast brings extraordinary individuals from all walks of life who extract principles out of their story that give "POWER." This week on Power of Story Podcast...
Just ranting an raving with my mother about the fuckery in real estate world and how race can bar you from things you least expect. Prob going to get in trouble but people should hear this.
Kim M. Barry holds a Master’s in Social Work from Howard University School of Social Work. She is a licensed Clinical Social Worker who specializes in Domestic Violence, Substance Abuse Counseling, and Individual and Family Counseling. She also has experience in Child Welfare and Clinical Supervision. Kim Barry has participated in panel discussions on domestic violence at Howard University School of Social Work along with Men of Faith Preventing Violence Against Women. She was interviewed on WHUR 96.3 FM Sighlent Storm to speak on why women stay in abusive relationships and what can be done to empower them to break the cycle and to thrive after the abuse. Kim has chaired conference planning committees at The People’s Community Baptist Church (TPCBC) and Women Who Care Ministries located in Montgomery Village, Montgomery County, MD. In addition, she has presented at national conferences on Substance Abuse Treatment, Domestic Violence, and Women’s Issues in the Criminal Justice System. To learn more about the Chasing Dreams Podcast please visit https://www.nicolesnetwork.net/host For audience questions please email ChasingDreamsPodcast@gmail.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/tiaranicole/support
Monday, July 6 9:30a.m.: ACB Welcome Show 10:00a.m.: Invocation: Rev. Peter Heide, Baraboo, WI Pledge of Allegiance: JPMorgan Chase Leadership Fellows: Regina M. Brink, Sacramento, CA; Sajja Koirala, Honolulu, HI; and Meryl Ann Shecter, Windsor Mill, MD 10:10a.m.: ACB Business: ACB Sponsor Recognitions: Margarine Beaman, Advertising and Sponsorship Coordinator, Austin, TX Diamond Sponsor Presentation: Google; Eve Andersson, Director of Accessibility at Google, Mountain View, CA Constitution and Bylaws: John Huffman, Indianapolis, IN ACB Angel Presentation: John Granger (1945 – 2019), Alabama Presiding Officer: Mark Richert, First Vice President, Arlington, VA 10:45a.m.: Member and Affiliate Relationships: Cindy Hollis, Membership Services Coordinator, Brooklyn Center, MN 11:10a.m.: Scholarship Presentations: Opening Remarks by Denise Colley, ACB Scholarship Co-Chair, Lacey, WA Introduction of Scholarship Winners: Maureen Hayden, College Station, TX, Texas A&M University, College Station, TX (Paul and Ellen Ruckes Scholarship) Katrina Santorelli, Bethlehem, PA, Salus University, Elkins Park, PA (William Corey Scholarship) Kevin Cohen, Hewlett, NY, Binghamton University, Binghamton, NY (James R. Olsen Memorial Scholarship) Steven Gnyp, Portland, OR, Portland State University, Portland, OR (ACB of Oregon Scholarship) 11:30a.m.: Break 11:45a.m.: Presentation of Vernon Henley Media Award: Penny Reeder, Board of Publications, Montgomery Village, MD; Comments from Don Hardy and Dana Nachman, Mary Celenza; Executive Producers, Pick of the Litter, Oakland, CA 12:00p.m.: News and Ongoing Progress at NLS: Karen Keninger, Director, National Library Service for the Blind and Print Disabled, Washington, DC Presentation of the Robert S. Bray Award: Debbie Trevino, ACB Awards committee co-chair, Newark, DE 12:25p.m.: International Guest: Martine Abel Williamson, Treasurer, World Blind Union, Auckland, New Zealand 12:50p.m.: Door Prizes and Announcements
In this EpisodeIn this edition of The Jewelry District you’ll hear JCK editor-in-chief Victoria Gomelsky and news director Rob Bates interview guest Kate Peterson, president and CEO of Performance Concepts. They'll discuss stores reopening around the country, changes in consumer behavior, and educational resources to help your business come out of this crisis prepared. Show Notes00:25 Introduction of Kate Peterson, president and CEO of Performance Concepts.03:08 Rob asks Kate what she’s hearing about reopenings around the country.09:10 Kate explains what companies have to do when reopening.14:20 Kate discusses employee-employer relations.17:40 Kate explains the best way for people to educate themselves during this time. Episode CreditsHosts: Rob Bates and Victoria GomelskyEditor: Olivia BrileyProducer and engineer: Katey Clifford and Kathy PasseroPlugs: jckonline.com, @jckmagazine Show Recap Introducing Kate PetersonKate Peterson is president and CEO of Performance Concepts and is based in an old stomping ground of Victoria’s—Montgomery Village, Md. The state of Maryland has begun to reopen, but the area immediately surrounding Washington, D.C., is still closed. Kate started out in the jewelry industry working in a store at just 16. She was director of training at the original Kay Jewelers in Alexandria, Va., and training director of Sterling, as well as vice president of training for Littman Jewelers. This was all before she decided to branch off on her own with a business partner in the late 1990s to create Performance Concepts. Now they work with trade organizations; design training programs for retailers; and work with retailers directly to provide training services, organizational design, management development, and general consulting. Changing Consumer BehaviorRob asks Kate what they’re hearing as far as reopening and sales, and Kate says she sees no real consistency across the country. She is, however, seeing some pent-up demand as stores reopen—but that seems to fizzle out after a week. Those who are most successful are those who have put time in over the last two months figuring out what they had to do differently. You’ll hear Kate talk about the biggest changes in consumer behavior and how to prepare for dealing with those changes. Handling the ReopeningRob asks Kate how most people are handling the reopenings, and Kate emphasizes that no matter what companies do they must be consistent. Companies must take a stand on their procedures and stick to them—for instance, if they're requiring people wear a mask. Another helpful hint is to tell people what you can do, not what you can’t—and to think of ways you can present yourself positively to your customers. Employee-Employer RelationsThere are restrictions across the country about how many people are allowed to be in a store at one time—and that includes yourself, your employees, and customers. With such limitations, it’s possible not all of your employees can return to business as usual. Kate suggests if you’re paying your employee to stay at home, you can tell them to volunteer their time toward their community, and also to your customers, to keep them engaged. Kate says the most important interview questions going forward will be about how they spent their time during COVID-19—and it’s important to make the most of it. Resources and a Return to WorkVictoria asks Kate about some of the best pieces of education she’s come across during the crisis for further research, and Kate gives some great suggestions of webinars and conferences. Rob asks Kate how employers should handle those who are nervous to come back. Kate reminds us to be sensitive to others and to recognize there might be unknown issues at play. Don’t challenge the behavior of your employees and know when you need to bring someone else in for the time being to avoid having to pay the government back. Kate concludes that it is time for us to rise up to the standards the consumers are demanding.
Steve and Alex are at Locavino in Downtown Silver Spring to discuss: - Locavino and Downtown Silver Spring with Locavino owner Jared Jabre - Openings and Closings (what Alex thinks Damascus needs, Montgomery Village, Rockville, Silver Spring, Bethesda, and more!) - MCPS loosens substitute requirements - Age to buy tobacco products raised to 21 in Maryland - Should sports count as a P.E. credit and more! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Steve and Alex are at Silk Road Choyhona, a traditional Uzbek restaurant in Gaithersburg, to discuss: - Silk Road Choyhona with owner Greg Zee - Openings/Closings (Derwood, Rockville, Bethesda, Potomac, Montgomery Village, and more) - Cokie Roberts passed away - Marcus Jones to be permanent chief of police - Haley Skarupa hired by the Caps - MoCo Immigration facts and more!
What happens when your looking death right in the eyes? Listen in on how Montgomery Village native and producer that has worked with 100+ artist in the DMV area E The Mastermind had everything one day and nothing the next day due to Scleroderma which is a life threatening autoimmune disease that is deadly.
Montgomery Village native and Artist signed to the most successful Independent label of all time Strange Music reveals is secret to how he went from "Zero to Hero"
CEO and recording artist of the independent label The Incrowd talks about his coming up in the Montgomery Village area.
Jesus’ walk to the cross was not a journey he made alone. He chose 12 disciples to make the journey with him. This growing band of followers was not primarily about providing support for Jesus. He was preparing them. He was giving them authority. His mission would become their mission. The message he preached would become the message they preached. His deeds would be multiplied in them. But there would be a cost. And so Jesus reminded his disciples that the painful rejection he faced, they would face as well. Support the show (http://www.clarksburgchurch.com)
On this week episode, the host talked their infatuation with Smash Ulitmate and the hype behind it. They discuss their potential mains and the overall game. It then quickly segway into the Montgomery Village alligator charge which leads into what animals would the host like to own if they could control it. We segway into AskReddit Questions which leads into some ridiculous stories. "THE VOLCANO" which catches Legend off guard. Enjoy. Thanks for watching! Please feel free to still to give us some feedback either in the comments of the YouTube video or on our twitter. Please also provide a rating on our Spotify or on apple podcast. Thank you! Remember that we are only just Warming Up! Warming Up is available on iTunes, Spotify, Breaker, Anchor, Google Podcast, Radio Public, PocketCast, CastBox, & of course YouTube! A live recording is done on twitch as well. Warming Up is a podcast in which the host discuss current events, news, and relieves comedic stories. Stay Tune, Leave feedback. Ask questions! We"re just warming up :) Twitter @ https://twitter.com/LegendGhost301 Twitch @ https://www.twitch.tv/legend301 Instagram @ https://www.instagram.com/legend301_/ Co-host Twitter @ https://twitter.com/theirvinlegend Instagram @ https://www.instagram.com/theirvinlegend
Wine Road: The Wine, When, and Where of Northern Sonoma County.
Wine Road Episode 47 - Destination Santa Rosa. In this episode Beth pops the cork of a 2015 D’Argenzio Chardonnay to start the show as she talks about the Tasting Tip and Word of the Day. Marcy then digs into her 3-day Santa Rosa itinerary with what’s new and happening. The 2nd weekend of Barrel Tasting will be in full swing this weekend, tickets available at the door! www.WineRoad.com Show Notes: 0:45 Wine of the Day - 2015 D’Argenzio Chardonnay 2:15 Tasting Tip of the Day - Honesty about likes with tasting room staff 3:45 Word of the Day - Block 5:50 Destination Santa Rosa 15:47 Barrel Tasting 2nd Weekend March 9-11 Links: • Wine of the Day • Word of the Day • Tasting Tip of the Day • Barrel Tasting Santa Rosa: • Charles Schultz Museum • Tour De California • Courthouse Square • Astro Motel • Juilliard Park • Naked Pig • Spinster Sisters • Flying Goat Coffee • Russian River Brewing Company • Luther Burbank Home & Garden • Safari West • Pullman Kitchen • Jaxon’s Bar and Oven • Acres Coffee & Donut • Omelette Express • Carol Shelton • Desmond Wines • Inspiration Vineyards • Premonition Cellars • Super Sonoman • Donelan Wines • Howarth Park • Spring Lake • Sea Thai Bistro • Montgomery Village • Art Alley • HANNA • Balletto Vineyards • Iron Horse Vineyards • Red Car Wine Co • La Gare Credits: The Wine Road podcast is recorded, mixed, and mastered at Threshold Studios Sebastopol, CA.
Word By Word is fortunate to greet the New Year with two writers featured in an upcoming collaboration entitled Copperfields’ Presents: Redwood Writers Fiction 2017. Starting January 24th and every fourth Tuesday for the following six months, talented writers will share readings from their books from 6:00 to 7:00 at the Montgomery Village Copperfields’ Bookstore. Patricia V. Davis is familiar to Word By Word fans from the revelations she shared from her first bestseller, Harlot’s Sauce: a Memoir of Food, Family, Love and Loss and Greece. Patricia’s new novel, Cooking For Ghosts is the opening part of a trilogy set aboard the cruise ship, the RMS Queen Mary—which has become a convention center in the Long Beach Harbor. While Jo-Anne Rosen’s engaging fiction collection, What They Don’t Know, anthologizes short pieces that first appeared in literary journals like The Sommerset Review, The Dickens and The Florida Review.
This month’s Word By Word: Conversations With Writers was prompted by Diane Peterson’s recent Press Democrat article about the collaboration between Redwood Writers and Copperfield’s Bookstores. Entitled the “Redwood Author Spotlight,” six local novelists will conduct readings and discussions about their novels on the last Thursday evenings from January through June at the Copperfield’s Montgomery Village location. In this show, host Gil Mansergh welcomes the first three novelists and their books: Marian Lindner, with San Francisco Marilyn Campbell, with Trains to Concordia Linda Loveland Reid, with Something in Stone
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