Podcasts by ExitReadiness®️ PODCAST

Business Valuations for Gifting, Estate Settlement, Divorce, and Shareholder Disputes from 2023-11-29T19:29:11

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 qual...

Delegating with Less Terror Ft. Sarah Goelitz from 2023-11-16T14:07:03

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...

W2s, 1099s, and Protecting Business Value Ft. Linda McNally from 2023-11-01T19:00:02

Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy ...

Delivering Great Results in Challenging Times Ft. Bruce Cazenave from 2023-10-18T19:00:03

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...

The Advantages of a Private Equity Deal Ft. Channing Hamlet from 2023-10-04T19:00:02

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 o...

What Private Equity Buyers Want to Know About Your Company BEFORE They Write the Check Ft. Tim Van Mieghem from 2023-09-20T19:00:02

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 ...

Tax Considerations of Earnouts When Buying or Selling a Business from 2023-08-30T19:00:03

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 t...

Creating Business Value with Documented Systems Ft. Josh Fonger from 2023-08-16T17:55:14

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 t...

The Psychological and Emotional Challenge of Exit and Succession Ft. Elizabeth Carr P.H.D., Cherie Morris from 2023-08-02T19:00:02

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...

WHY PLAN NOW? I’M NOT READY TO EXIT… from 2023-07-19T19:00:02

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.”

Wa...

Avoiding Succession Pitfalls Ft. Laurie Barkman from 2023-07-05T18:00:02

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 plan...

Where Good Leaders Go Wrong Ft. James G. “Big Red” Wetrich from 2023-06-21T19:00:02

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...

The Five Capitals and Life After the Business Ft. Cory Carlson from 2023-05-31T21:00:02

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 r...

The Pros and Cons of Structured Installment Sales Ft. Steve Pilger from 2023-05-17T21:00:02

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 taxe...

Can Employee Development Result in a Sellable Business and Successful Exit? Ft. Catherine Allen and Ed Offterdinger from 2023-05-03T19:30:01

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 ...

Should You Use A Life Insurance LLC When Funding Your Buy-Sell Agreement? from 2023-04-19T20:27:39

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 regu...

What’s Your Number? from 2023-03-29T20:31:12

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 t...

Minimizing Taxes at Sale with a Section 664 Business Owners Trust Ft. Roger D. Silk, PhD from 2023-03-15T19:00:01

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 bui...

Understanding IRS Code Section 409A and Non-Qualified Deferred Compensation Ft. Mark Canada from 2023-03-01T22:00:20

Want to learn more? Go to: ennislp.com

Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

======================...

Common Blind Spots in Building Business Value Ft. Joe Durnford from 2023-02-15T23:19:36

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 s...

Business Acquisitions and a Successful Exit Ft. Orrin Klopper from 2023-02-01T15:48:30

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. Tod...

An Exit Planning Checklist For 2023 from 2022-12-21T20:01:51

Want to learn more?

Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit successfull...

Beginners Guide to Sales Forecasting Ft. Chris Tully from 2022-11-30T20:00:02

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 eventual...

What Should I Work On If I Want to Sell In 2-3 Years? from 2022-11-16T20:00:02

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on yo...

The Unique Challenge of Being Married and Running a Business Ft. Robert and Kay Lee Fukui from 2022-11-02T20:00:02

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 on...

Estate Planning for Business Owners Ft. Attorney Micah Bonaviri from 2022-10-19T19:38:53

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on yo...

An Alternative to Non-Qualified Deferred Compensation Plans Ft. Larry Bell from 2022-10-05T19:00:02

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 prog...

Selling Your Business to Insiders – Part Two from 2022-09-21T20:14:05

We would strongly encourage listening to Part One which is Episode 102 if you’re at all thinking that a sale to insiders could be a possibility and you have yet to do so…

Today in Part T...

Selling Your Business to Insiders - Part One from 2022-08-31T19:00:01

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...

Testing the Waters Is A Bad Idea from 2022-08-17T19:00:01

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. Listen

The Intersection of Business Reputation and Cyber Security Ft. Darren Hulem from 2022-04-20T19:00:02

In building a sellable business, you also need to “protect the value of your business” and continually manage areas of risk like the one we’re going to talk about today cyber security…

T...

A Successful ESOP Story Ft. Kris DenBesten from 2022-04-06T22:18:11

Today we’re going to hear from a gentleman who has indeed exited on his own terms and conditions with the successful implementation of an ESOP or Employee Stock Ownership Plan.

We occasi...

My Employees Want Equity…What Should I Do? Ft. Paul Younkins from 2022-03-30T19:38:18

In building a sellable or transferable business a key value driver is a next level management team – a management team that can take your business to the next level of growth.

And, decid...

Buy-Side Considerations Ft. Laurie Barkman from 2022-03-23T19:07:08

If you’ve listened in before, you know that we mostly cover topics of interest to owners who want to accelerate and protect the value of their business and then exit it…which often results in a thi...

Improving Processes with The Right Technology Ft. Andrea Dunathan from 2022-03-03T20:50:55

In building sellable or transferable value…there are key drivers of business value such as financial performance, a growth strategy, recurring revenue, a diversified customer base and strong system...

The Importance of Listening Skills in Building the Value of Your Business Ft. Christine Miles from 2022-02-16T20:55:17

In five words, Sir Richard Branson summed up his leadership credo in a Forbes interview: "Listen more than you talk."

According to Branson, if you want to be a great leader, it’s more im...

Wrong Assumptions Resulting in Bad Exits Ft. John Dini from 2022-02-02T20:00:03

One of our key value adds to client engagements is identifying and testing business owner assumptions pertaining to the exit of their business. Wrong assumptions can result in an unsuccessful or ev...

Key Takeaways from the 2021 10X Exit Plan Summit Ft. Scott Duke from 2022-01-19T21:00:03

In 2021, Walter and I both participated as Speakers in an impactful virtual exit planning conference 10X Live – The Exit Plan Summit, founded and hosted by today’s guest Scott Duke…

Hav...

Form 8594 and Negotiating the Sale of Your Business from 2022-01-05T23:04:32

Today’s goal is to help you understand the importance of IRS Tax Form 8594 in preparing for sale of your business to a third party…

It might serve to first review the different types of ...

An Exit Planning Checklist for 2022 from 2021-12-15T19:53:18

If you’ve listened in at any time in the past, you’ve heard us mention the certainty that all business owners will stop being business owners at some point, and so there is no better time to begin ...

Due Diligence and Quality of Earnings Analysis from 2021-12-01T20:30:02

We are not at all experts on programming, coding or coding language.

So we know what it’s like to be in a conversation with one or more tech folks when they start with the tech jargon as...

How a Lack of Planning Can Impact Your Surviving Spouse and Family Ft. Stuart Sorkin from 2021-11-17T20:30:16

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...

Tax Implications of Corporate Reorganizations from 2021-11-03T21:20:21

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on yo...

Why Manager Training Is More Important Than Ever Ft. Marc Engel from 2021-10-20T19:00:04

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on yo...

Improving Profitability&Efficiency with The Right Technology Ft. Scott Hobbs from 2021-09-29T18:00:19

A key value driver for a business that will be sellable for a higher multiple is improving the sustainability of future cash flows with strong operating systems…systems that increase efficiency, ef...

Legal and Tax Considerations When Structuring an Insider Sale Ft. Mark Schweighofer from 2021-09-15T18:00:14

A fairly significant percentage of the business owners we talk to and work with, have some level of interest in potentially selling their business to insiders key employees who have helped build th...

Improving Your Marketing Strategy in the Midst of Rapid Change Ft. Tobin Lehman from 2021-09-02T00:30:13

One of the areas we certainly don’t have expertise in, but our business owner clients continually struggle with is creating and executing on a marketing plan.

And they find including t...

“When You Start Making A Big Decision, First Talk with The People Involved” Ft. Sam Klaidman from 2021-08-25T19:30:18

Our topic today is “When You Start Making A Big Decision, First Talk with The People Involved”

Our guest is Sam Klaidman of Middlesex Consulting.

Sam has a has a BS in Aerospa...

Accrual Accounting Versus Cash Basis Accounting and Your Exit from 2021-08-11T17:28:28

There are not many absolutes when it comes to owning a business but one thing is absolutely certai all business owners will stop being business owners at some point 100%. We want to help you exit s...

Building Sellable Value Through Objectives and Key Results (OKRs) Tim Meinhardt from 2021-07-21T19:00:07

Our guest is Tim Meinhardt who leads a team of OKR experts in serving enterprises of all sizes from start-ups to publically-traded companies Tim is the President and CEO of Atruity, one of the worl...

The Importance of Sales&Revenue Growth for a Successful Exit Ft. Chris Tully from 2021-06-30T17:47:30

Chris Tully is founder and President of Sales Growth Advisors, a sales consulting firm focused on growing its customers’ top line revenue utilizing strategies proven across 30 years of corporate sa...

What Makes A Small Business "Bankable"? Ft. Afreen Husain from 2021-06-16T21:39:38

Our guest is our friend Afreen Husain of M&T Bank.

Afreen specializes in serving business owners with Commercial

Mortgages, Commercial Lines of Credit, Term Loans as well as Listen

Ensuring Tomorrow: How to Effectively Choose and Prepare Your Successor Ft. Michael Beck from 2021-06-02T19:00:03

The four exit routes or paths most referred to on this podcast are…

1) Sale to a third-party.
2) Sale to insiders.
3) Sale or
transfer to children or family.
4) Sa...

The 10 Biggest Profit Mistakes Ft. Michelle Seiler Tucker from 2021-05-19T17:30:04

We talk a lot about strong financial performance as being probably the most key driver in building sellable value.

In our last episode we discussed marketing with Liz Johnson and how an ...

Your Guide to Successful Branding Ft. Liz Johnson from 2021-05-06T15:44:54

Business value and growth are key to a successful exit and in
this episode we’re going to discuss how the successful branding
of your business can make a huge impact on your business
Listen

Profits Interest as Key Employee Incentive-Based Compensation from 2021-04-21T20:30:29

If you have a business that is not a lifestyle business…a business that you want to get value out of eventually for retirement or any other purpose…and/or you want to have as many options for exit ...

Who Am I Without My Business? Ft. Denise Logan from 2021-03-31T17:00:18

Not a few times have we’ve mentioned on this podcast how a very high percentage of business owners are miserable within two years of leaving their business…

And you might think it would ...

Exiting Your Business Post-Covid from 2021-03-17T18:52:49

It’s been one year since the Covid Crisis struck and for many, if not most, small business owners, it has felt more like five years in many ways. The nature of the crisis was unprecedented really w...

How to Sell A B2B Services Business for Top Dollar Without an Earnout Ft. Pete Martin from 2021-03-03T18:00:13

Common Mistakes Business Owners Make Ft. Scott Bushkie from 2021-02-17T18:00:13

Much of what we do in serving business owners, is helping them avoid costly or even destructive mistakes. Mistakes in how they build the business as well as how they exit…

For example, o...

Phantom Stock as an Employee Incentive Plan Ft. Paolo Pasicolan from 2021-02-03T20:00:07

We know that building a sellable or transferable business not only helps an owner enjoy more freedom and control in the business today but it is also foundational for an owner to eventually realize...

Growing Up Through Value Acceleration Ft. Scott Snider from 2021-01-20T21:40:43

Our topic today is Growing Up Through Value Acceleration and we are excited to have with us Scott Snider of The Exit Planning Institute. Scott is responsible for the strategic direction of the orga...

Exit Planning in 2021 Ft. Elizabeth Mower from 2020-12-31T17:22:45

Today we have with us our first “three-peat” guest Elizabeth Mower from The Business Enterprise Institute Elizabeth is the President of BEI and leads the organization in development of resources, i...

Choosing the Right Business Structure Ft. Stephen Boisvert from 2020-12-16T18:08:45

One of our themes here on the podcast is providing ideas and information that can help a business owner protect the value of their business as well as build the value.

One of the key are...

Buy-Sell Agreements for Multiple-Owner Businesses from 2020-12-02T20:00:10

A buy-sell agreement provides direction to owners and other
stakeholders in situations when the transition of an ownership
interest in a business is in question -- situations such as…
Listen

Business Continuity: A Plan for The Unexpected from 2020-11-18T20:00:21

Today we want to discuss something very unfortunate that we see and hear about all too often tragic events that could be easily avoided with the right advanced planning.

Because of the w...

Protecting Value Through Cyber Risk Management Ft. Melissa Musser from 2020-11-05T16:00:02

In building a sellable business, you need to “protect the value of your business” and continually manage areas like the one we’re going to talk about today, cyber security. We’ve discussed the topi...

Growing Your Business Through Acquisition Ft. Carl Allen from 2020-10-21T20:16:53

We’ve both seen situations where a business owner has done all they can in executing strategic and operational plans to grow their business organically, only to experience continued stagnation in b...

Why Business Owners Should Consider Producing a Podcast Ft. Joe Ennis from 2020-10-07T16:55:49

This week, Joe Ennis talks to Walter and Corby about how to build value through podcasts and content creation

Learn more about Podcasts By Joe: Listen

The Importance of Key Person Insurance in Protecting Your Business Ft. Bill Betz from 2020-09-30T15:15:10

In planning for a successful exit it’s important that you focus, not just on building sellable business value but also on protecting business value.

And a key planning area in protecti...

Key Ingredients For A Successful Negotiation from 2020-09-02T19:00:07

As a small business owner you experience countless transactions with customers, vendors, suppliers, etc that require negotiation skills. A successful business owner is often characterized by skille...

Return to Work Issues: Where We Were, Where We Are, And Where We’re Going Ft. Marc Engel from 2020-08-19T16:41:01

As a small business owner you’ve experienced unprecedented
challenges over the last number of months, none of which have
been more challenging than making decisions pertaining to your
Listen

Next-Level Management and Transferable Value Ft. Andrew Mahr from 2020-07-29T19:09:43

It is our standard practice to have a guest with us to discuss a particular area of expertise needed for either building transferable business value or planning for a business exit…and per usual…we...

Transition, Transaction, Trepidation: The Three Hurdles In Every Successful Exit Ft. John Hrastar from 2020-07-15T17:26:12

What comes to mind as a “hurdle” that an owner has to
overcome in planning for a successful exit?

- Transition from being a busy business owner with much
significance and impac...

Phased Planning With Elizabeth Mower from 2020-06-24T21:18:57

Business owners are busy people…

- Successful business owners are very productive and so
they’ve got a lot going on in their business and personal
lives
- And as we both k...

A Banking Update With Jenn Loges from 2020-06-10T19:15:10

In growing your business and building value, if you’re like most
small business owners, you have had questions about when and
to bring on debt.

Bank lending for growing as well...

What's Next? Ft. Dr. Alan Kemper from 2020-05-27T19:00:06

Our clients and other business owners have had a rough
couple of months facing challenges due to the crisis…leadership,
management and personal challenges they’ve never faced
before,...

Planning For Life After The Business Ft. Joanne Waldman from 2020-05-20T16:00:09

Business Value is Found in the HR Department Ft. Jeremy Francese from 2020-05-06T17:02:18

A key value driver is how strong your systems, procedures and processes are…and there isn’t a system or process that’s more critical than those around managing human resources… We want to discuss t...

ESOPs As An Exit Route Ft. Keith Apton from 2020-04-28T17:45:35

Todays’ topic is “ESOPs as an Exit Route”. You know, ESOPs, or Employee Stock Ownership Plans, also have a certain kind of “mystery” around them don’t they? - What are they really? - How do they w...

Preserve Business Value With Employee Agreements Ft. Marc Engel from 2020-04-10T16:01:45

Entity Wide Strategies to Navigate Your Organization During the COVID Crisis Ft. Melissa Musser from 2020-03-27T16:33:54

SBA Disaster Loans: What Business Owners Need To Know Now Ft. Jenn Loges from 2020-03-18T14:38:53

How To Increase Business Valuation&Decrease Owner’s Responsibility Ft. John Brown from 2020-03-13T16:56:19

How Does The SECURE ACT Impact Business Owners? from 2020-03-03T17:00:14

Planning Steps For Owners With 20 Or Less Employees Ft. John Dini from 2020-02-26T19:35:48

The Importance of Alignment in Building Business Value Ft. Dave Ramos from 2020-02-13T18:16:45

Learn more: Ennislp.com

Saving State Income Taxes By Selling A Business Through A Delaware Trust Ft. Kalimah White from 2020-01-27T14:04:41

This week, Pat and Walter are joined by Senior Trust Advisor, Kalimah White to discuss how to save state income tax through a Delaware Trust.

How to Confidently Take On Debt to Fund Your Growth Ft. Jenn Loges from 2020-01-10T17:15:41

Connect with Jenn: https://www.linkedin.com/in/jennmathis/

Connect with Pat: Listen

Taking A Proactive Approach In Optimizing Your Business Real Estate Ft. Dan Falls from 2019-12-12T18:37:18

In this episode, we want to talk about how to be proactive in saving $$$ on real estate and occupancy costs.

Hosts Pat Ennis and Walter Deyhle are joined by Dan Falls, SVP of Tenant Advi...

How to Become the Firm Everyone Wants to Buy Ft. Lee Frederiksen, PhD from 2019-12-04T20:05:14

The Importance of Employee Engagement in Building Value for a Successful Exit Ft. Alan Kemper from 2019-11-21T17:33:51

Today's guest is...

Alan Kemper | President – LEAD Workforce Consulting

Key Takeaways from this episode are...

- The level of engagement of your employees could re...

A Plan For Growth And A Successful Exit from 2019-11-14T16:35:21

Today's key takeaways are...

1) Make sure you have a comprehensive approach to your
planning…that includes both business and personal planning
for exit readiness…
2) And b...

A Banker’s Perspective on Financial Due Diligence Ft. Matthew Mapes and Ryan Goral from 2019-10-24T19:25:39

In this episode, hosts Pat Ennis and Corby Megorden of ENNIS Legacy Partners discuss with bankers Matthew Mapes and Ryan Goral of Sunflower Bank, a bankers perspective on financial due diligence fo...

Using a Charitable Lead Annuity Trust (CLAT) To Generate a Tax Deduction in the Year of a Business Sale Ft. Jonathon Morrison from 2019-10-10T17:04:03

Today's guest is Jonathon Morrison | Senior Partner – Frazer Ryan Goldberg & Arnold
in Phoenix and Scottsdale AZ

Connect with Jonathon: Listen

How To Upgrade Your Sales Process For Predictable Results Ft. Ken Smith from 2019-09-25T18:10:36

Today's Guest is Ken Smith | Managing Director – Sandler Training & Development

Ken is recognized nationally as a sales force development expert, specializing in executive sales manageme...

Cash Balance Retirement Plans&Your Business Exit Ft. Erik Fromm and Les Risell from 2019-09-12T19:56:15

In this episode we discuss the effective use of Cash Balance Retirement Plans in planning your exit with Financial Advisor Erik Fromm and Retirement Specialist Les Risell.

Connect with E...

Utilizing the Opportunity Zones to Maximize After-Tax Returns When Selling Your Business from 2019-09-02T17:57:04

Check out exitreadiness.com for our Online on-Demand Exit Planning Course… exitreadiness.com

And, consider attending our ONE-DAY ExitReadiness® BASECAMP on August 28th at The Lurn Center...

De-Risk w/Management of Your Third-Party Population (vendors, contractors, etc) ft. Paul Schrantz from 2019-09-02T17:57

In this episode, we talk about why having your arms around your third-party population (vendors,
contractors, consultants, etc.) makes you a low risk target for a successful exit with Paul Sch...

Is Crowd Funding A Viable Source Of Capital For Business Growth And Acquisition? Ft. Lorette Farris from 2019-09-02T17:56:55

A discussion with Lorette Farris, Founder of iBOSS, Inc., on when crowdfunding can make sense as a source of funds for launching or growing your business.

Connect with Lorette: Listen

The Use of a Revocable Trust in Transferring Ownership of Your Business at Death ft. Micah Bonaviri from 2019-09-02T17:56:50

Learn more about the advantages and disadvantages of using a trust in transferring your business interest at death in this interview with attorney Micah Bonaviri, Partner at the law firm of Stein S...

Critical Mistakes That Keep You From Growing Your Top Line on LinkedIn. Ft. Kelly Leonard from 2019-09-02T17:56:45

Listen in as LinkedIn expert Kelly Leonard (Co-Founder of Taylor-Leonard Corporation) describes how to effectively use LinkedIn in increasing sales revenue, and how to avoid critical mistakes in ma...

Why Should a Business Owner Build To Sell? Ft. John Warrillow from 2019-09-02T17:56:39

Interview with Author and the Founder of The Value Builder System™ John Warrillow on why it’s essential for a business owner to build a sellable business for a successful exit.

John’s we...

What You Can Expect From Due Diligence When Selling Your Business Ft. Sharon Heaton from 2019-09-02T17:56:34

Learn about the importance of a pre-sale due diligence process in selling your business with M&A Advisor Sharon Heaton.

Connect with Sharon: Listen

The Role of an M&A Attorney in a Sale Transaction w/ Attorney Scott Taylor from 2019-09-02T17:56:28

Walter and Pat interview business attorney Scott Taylor of Smolen Plevy about the role and responsibilities of a Mergers & Acquisition (M&A) attorney in business sale transactions.

-Co...

Navigating the Boomer Bust with John Dini from 2019-09-02T17:56:22

Discuss controlling the process of a successful business transition for Baby Boomer business owners.

Important Links:

Learn More about John: Listen

Common Pricing Mistakes Made by Business Owners - Interview with Robert Fukui from 2019-09-02T17:56:11

In this episode, we talk to Robert Fukui about his experience with pricing mistakes.

Learn more about Ennis Legacy Partners: Ennislp.com

Contact Robert: Listen

The Key Elements of a Successful Insider Sale Featuring Elizabeth Mower from 2019-02-12T16:48:01

How Healthy Partner Relations Can Preserve the Value of Your Business Ft. David Gage from 2018-08-29T03:50:26

Charitable Planning for Transitioning Business Owners Featuring Phil Cubeta from 2018-08-29T03:34:24

Pat and Walter interview Phil Cubeta, the Wallace Chair in Philanthropy at The American College, on why exiting a business can be seen as “a beginning rather than an end”, and that charitable givin...

Overlooked Employment Risk Areas for Exit Planning Featuring Christine Johnson from 2018-08-29T03:32:27

An interview with Attorney Christine Lambrou Johnson regarding Intellectual Property and Incentive Planning and their potential impact on your exit.

Link to Christine's Linkedin profile:...

Captive Insurance Companies Featuring Rick Gow from 2018-08-29T03:31:08

An interview with Financial Advisor Rick Gow regarding what a Captive Insurance Company is and how they can benefit you as a Business Owner in building value and exiting.

To Learn more ...

Knowing Your 'Why' and Preparing for a Successful Exit Featuring Beth Berman from 2018-08-29T03:29:13

Thank you Beth for joining us!

To connect with Beth Berman on LinkedIn, click here: https://www.linkedin.com/in/bethp...

Minimizing Risks Related to Data Security and Privacy Featuring Dave Greber from 2018-08-29T03:23:13

In this podcast we will interview Attorney, Dave Greber, of the law firm Offit Kurman about Privacy and Data Security. Dave will discuss the differences, why owners should care, the top risks, and...

The Importance of a well-drafted Buy-Sell Agreement Featuring Larry Bell from 2018-08-29T03:19:17

In this podcast, we interview Attorney Larry Bell on the importance of a well-drafted Buy-Sell Agreement.

Special thanks to Podcast Village: Listen

Relevant Habits for a Successful Business Owner Exit Featuring Maura Fredericks from 2018-08-29T03:00:46

In this podcast we interview Maura Fredericks, Owner of Relevant Habits, on the habits that are relevant for an owner in building transferable value and exiting their business successfully.
Listen

How Can a Business Owner Better Develop Their Successor? Featuring Michael Beck from 2018-08-29T02:40:26

In this episode, we learn from Michael J. Beck of Eliciting Excellence about the importance of developing a successor and planning your successful business exit.

To learn more about Mich...

How Important Are Retirement Plans When Selling Your Business? Featuring Chris Schaefer from 2018-08-29T02:36:57

As a business owner do you understand the role of fiduciary as it pertains to your business retirement plan? If not, you need to listen to this EXIT READINESS podcast with retirement plan expert C...

The Changing Role of an Owner in the Successful Exit of Their Business Ft. John Hraster from 2018-08-29T02:35:13

Expensive Sentences Featuring Jack Quarles from 2018-08-29T02:33:02

Expensive Mistakes When Buying&Selling CO'S Featuring Stuart Sorkin from 2018-08-29T02:30:14

Growth through Acquisition Featuring Matt Craft from 2018-08-29T02:28:43

Business Valuations&Exit Planning Featuring Walter Deyhle from 2018-08-29T02:23:38

ENNIS Legacy Partners first EXIT READINESS podcast. Interview with Walter Deyhle, CPA and partner at Gelman Rosenberg & Freedman regarding the importance of business valuations in planning a succes...