We had the pleasure of interviewing Denise Logan today, who is a national speaker, author and specialist in working with sellers of companies to determine and plan what's next for their life after business! Denise calls herself the "Seller Whisperer" and wrote a book in fable form called "Seller's Journey" that tells the story of a seller and his advisers on a trek...
Watch a presentation on Valuing Your Business by Chris Jones, President of Sunbelt Business Advisors. Every business owner deserves to know what their business is worth in today’s market. The sale of your company is a major personal and financial decision. Whether you are thinking about selling now, or will continue to grow your business,...
Taking a closer look at ESOP with Fiduciary, Neil Brozen We had the honor of interviewing ESOP Fiduciary, Neil Brozen, President of Ventura ESOP Fiduciary Services. We've had other guests talk about ESOP on the show in the past, but never one with his expertise. Neil's background lends itself to stepping into his current role (some...
Our #PoisedforExit guest in this episode featured Marnie Ochs Raleigh, Co-Founder and President of Evolve Payment and Evolve Systems. Marnie and Julie focused on Evolve Payment, Marnie's Merchant Processing company, to give business owners some ideas on how they can improve cash flow by utilizing a company with the right expertise and a client centric mindset. Evolve Payment has been in...
#PoisedforExit had the privilege of speaking today with an M&A leader and adviser with True North M & A who specializes in transactions for the Technology and IT Services industries. Ed Gehres, a senior adviser, joined us from his office in Las Vegas, NV today to talk about the nuances relating to these industries in merger and acquisition situations. Whether...
As a business owner, you know how your stress level will go up or down depending on what you're dealing with, because you can feel it, but how do you deal with reducing it? We've heard that meditation, going for a walk and doing yoga are all helpful and viable ways to manage stress, but what if...
I had the privilege of interviewing a favorite adviser of mine today with Edward Jones, Jesse Abercrombie. Jesse is a CEPA like me, and we know each other through the Exit Planning Institute. We refer clients to each other and enjoy our collaborative work, because our values and client centric philosophies align well. Jesse got his start in the financial planning...
In this #PoisedforExit episode, Julie is interviewed by her producer, Bob Sansevere. Let's start by highlighting the hefty discount on the BRT course for Small Business Week! You get the complete course for only $199! That is a 60% savings over the regular price using promo code SMALLBIZ2022. So don't delay, this deal expires Saturday, December 3rd. Now back...
Today's episode featured Nicki Vincent, Founder and CEO of NV Brands. Nicki's vast professional network and reputation for being a master connector prompted her to leave her long standing corporate position as Executive Director of ACG MN and expand her reach by starting up her own venture. NV Brands brings the best of what Nicki has built and...
