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...
COVID-19 has had a devastating impact on the cash flow of many small businesses. Government restrictions and societal behavioral changes were often the cause. Many of these businesses were classified by federal and state governments as being non-essential. The lending and business valuation communities have taken the position that COVID’s negative impact on businesses...
BankVista's tagline is Bank smart, Bank local, BankVista ... and we can vouch for the fact that those words are accurate and exactly why we encourage our clients to choose BankVista when shopping for SBA loans as well as their other banking services. Being a preferred lender for the SBA is important, but there is...
About Sunbelt Finance Sunbelt Finance provides financial consulting services to individuals considering business and or real estate acquisition ownership, business startups, equipment financing, SBA Express Lines of Credit etc. Our Specialist Can Assist With the Following Services at No Cost to the Borrower: SBA/Conventional Bank Loan Pre-Qualification Analysis Review buyer’s personal financial statement Provide...
As Minnesota’s largest seller of companies Sunbelt wants to help you be open for business. Below are links to resources you may find useful. From a high level we are still seeing deals happening, especially in “essential” businesses such as manufacturing, distribution, trucking, health care, technology and many other industries. Many buyers are adding special...
