By Thomas J. Perrone, CLU,CIC
4.7
1212 ratings
The podcast currently has 114 episodes available.
Staying with Business Basics and Thriving!
Brian Donahue is the founder and President of DMI. A successful company that wholesales Life insurance and Annuity products to Financial Advisors around the country.
DMI is known for its great culture, consistent and great service. Staffed with long-time employees, DMI is a model of what service to customers should be.
In this day of inferior performance in servicing the public, DMI is the “Trader Joe’s and Costco’s” of the small business arena.
Learn how Brian Donahue has steered the ship and created a great culture with his business. Brian is the first person to recognize that DMI’s success is all about the people that support the organization.
Brian Donahue
DMI MARKETING
Dmi.com
50 Derby St STE 250, Hingham, MA 02043
800.322.6342
Rich Pavano, CPA, owner of SKP Advisors, has helped hundreds of small and medium sized businesses focus on their financial futures.
We discuss many of the strategies that have helped SKP Advisors to be the place to go as tax advisors and accountant professionals.
Rich is extremely passionate about what he does, and it shows in the way he works with his team and clients. A professional in every sense.
Phone 203- 933 -1679
[email protected]
https://skpadvisors.com/services/
47 Middletown Ave
North Haven, Ct 06473
The Question! How Will You Build Wealth Through Your Business?
This is a question that very few business owners actually ask themselves when they buy or start a business. But it’s a critical question and it certainly can change as time goes on as the business changes, but it does create a focus for the business owner as to how they will build their wealth.
Business owners don’t enter the entrepreneurial world to have a place to go, a position, and a salary. They become entrepreneurs for the purpose of building wealth for the future. It’s a legitimate question to ask.
Today. I’m gonna cover the two ways of creating wealth with an option of a third way.
Thomas J. Perrone, CLU, CIC
New England Consulting Group of Guilford, Inc.
203 530 6615
[email protected]
The Elephant In The Room
The Four Major Causes Of A Business Failure!
Tom discusses the four major causes of a business failure and the fact that many business owners, large and small don’t spend time planning for.
[email protected]
TOMS BLOG: www.yourbusinessworth.com
CELL: 203 530 6615
Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!
David Taylor of Taylor Foley Law firm shared with us some of his untique planning strategies to help business owners lessen their tax exposure will increasing their net worth.
David’s firm is not the traditional law firm, when approaching tax planning. His planning strategies are holistic and deep. His goal is to maximize the yield by reducing the transactional costs and taxes. By doing this the companies value will increase the future multiples.
David’s expression is “We are aggressive in result but conservative in approach”.
The firm's Annual and Capital Tax Mitigation service reviews with clients on an ongoing basis to stay ahead of the tax issues. He also discusses his Annual Tax Mitigation system which is a planning system throughout the calendar year with the advisors of the firms he works with. This is a collaborative effort, and one that puts the client in a better tax position than in the past.
Listen as David discusses the many differences in his practice and how he uses his creativity to help in the tax planning area, and the planning area in general.
David Glenn Taylor, LL.M.
Taylor Foley LLC
171 Chruch St- Suite 330
Charleston, South Carolina 29401
(P)843-723-2000 (f) 843-723-2013
[email protected]
Www.taylorfoleylaw.com
“Unlocking Your Business Wealth?
Brian is a specialist in business growth. He is extremely passionate about helping business owners build wealth in their business so they can become financially independent in the future and enjoy the lifestyle financial freedom brings.
Many business owners run their business with the focus on personal income, and the freedom of time.
However, the business can also be a valuable financial asset worth much more than the salary being earned. Business wealth is an asset that can create financial independence for the business owner.
Many business owners also put too much wealth in their business and when they wish to use this equity find it difficult to get out, or extremely expensive to get out. In many cases, it can be lost due to the market and elements of the business environment.
In this book, Brian discusses the building of business wealth and the opportunities it creates. Each chapter is a steppingstone to create business wealth.
A great short read, and necessary if you are an entrepreneur.
Brian discusses parts of the book, how it will help you grow your business and help you to avoid the traps that you may experience in your business life.
To Contact Brian:
860) 303-8929 mobile
Email Brian: [email protected] to schedule a complimentary consultation to discuss your results and lay the foundation for your future success. Remember, the first step is often the hardest, but it's the only way to reach the top.
Resources & Social Media Business Growth and Exit Newsletter
https://www.linkedin.com/newsletters/7043985330160459776/
Value Builder
https://valuebuilder.com/
Mindshop
https://web.mindshop.com/
Order your book:
Amazon
Building Your Business On Relationships And Intuition!
That is what Nicole Daniels does so well. She is bright, intuitive, coachable, and is wired to connect with people and build chemistry. She is very unique and has great wisdom.
Listen to this creative entrepreneur of how she is building her business block by block. Its easy to feel the passion Nicole has in helping her clients.
Nicole discusses how she has been building her business, ”Central Health Uniform”. She has a message, and everyone learns from Nicole.
201 Thomaston Ave
Waterbury, CT 06702
203-572-5495 from 9:30 am to 7:00 pm EST.
https://centralhealthuniform.com/pages/contact-us
https://centralhealthuniform.com/
HIS CUSTOMERS COME FIRST AND IT SHOWS
“There is a joy in telling a story. All eyes are upon you. The audience hangs on to your every word and your delivery. You feed off their energy. It is our nature. We want to imagine and dream together.”
— JOHN DICKSON, PRESIDENT, FRONTLINE PRODUCTIONS
Frontline Productions creates video content to drive businesses forward. John believes if you have a story, it deserves to be told.
John is the ultimate entrepreneur with passion and an attitude of lifelong learning that has helped him build a great business and business culture.
John shares with us some of his anchor attitudes about running a great business, helping employees grow and prosper. You will learn very quickly how John’s attitude of “the customer is the most important element in his business,” has created great business relationships.
Enjoy this quintessential small business owner and learn how and why he has built a great business.
http://[email protected]/
John Dickson
860 619 2774
www.thefrontline.com
Frontline Productions
107 Oakwood Drive
Glastonbury, CT 06033
860 657 8100
Her Passion Helps Seniors Live with Quality
Kathy Moniello owner of Forevermore Homes , shared with us the process of seniors “Aging in Place”, and helping seniors transition to a home of modification or a move for their older age home.
It’s a difficult to make major changes, especially where you will live in the future. However, Kathy and her team help many seniors make that journey to make sure where they live is where they want live and want to love.
She has a unique company and shares with us, the Planning Process she uses to help her clients and family in the decision of whether to move or modify when considering where they want to live.
Contact Information
Kathleen Moniello, MBA, SRES®, CAPS
kmoniello@foreverm
m: 203.710.6317
o: 855.530.3837
Email: [email protected]
Forevermore HOMES
www.forevermorehomes.com
Real Estate and. Aging in Place Services
REB.0753955, Licensed in CT HIC.0662959, Licensed in CT
Real Estate Broker - Coldwell Banker Realty
If you're asking yourself, should I Modify or Move IM, we're here to help!orehomes.com
Business Owner’s May Think They Know the Value of Their Company, But Statistics Say Differently!
Over the years, I have heard the expression, “business owner knows their business better than anyone”. That might be true in some respects, however, when it comes to knowing the accurate value of their company, statistics would disagree.
In many cases, owners use “a rule of thumb”, valuation method, advocated by industries, associations, or organizations. “Rules of thumb”, are not necessarily accurate as each business has its own set of metrics, method of management, statistics, and other value drivers that come into play when a company is appraised.
Statistically, 90% of the buy and sell agreements have flaws, along with a flawed valuation, causing business owners to sell their businesses for less than the maximum potential business value.
In this podcast we have two of the best with a long history of specializing in the area of valuations and buy and sell agreements.
With us is Paul Hood and Ed Pratesi two of the best in the industry share their vast experience in working with companies both on the valuation side of the business and the construction of a solid Buy and Sell Agreement, avoiding disagreements and litigation.
L. Paul Hood, Jr. JD, LL.M- Author. Speaker. Advisor
https://paulhoodservices.com/about/
504 452 7574
And
Ed Pratesi, CPA, ASA, CVA Managing Director
860 558 0453
https://value-transitions.com/
Email: [email protected]
The podcast currently has 114 episodes available.