Mark Deo is an organizational psychologist, Certified Family Business Advisor and CEO of the Family Business Advisors Network. They have worked with over 126 family offices and businesses for over 23 years. helping to ensure ongoing passive income to the principles. They do this by optimizing the performance of the management team to create consistent growth and increasing enterprise value.

Get Mark's Book:The Rules of Attraction: Fourteen Practical Rules to Help Get the Right Clients, Talent and Resources to Come to You! 

Vistage Worldwide is a tremendous asset for business owner members. But many members are overlooking an important resource. Here Ginger Anderson discusses the importance of joining and attending their Networks especially the Family Business Network for those in family businesses. I attended the meeting in San Diego this morning and it was very valuable for all attendees.

Ohana Bookkeeping is an Orange County-based outsourced bookkeeping service for small to mid-sized businesses who want the peace of mind that comes from having organized and accurate financial reporting in order to make the best decisions for their companies.

Jessica Wilson, Owner of Ohana Bookkeeping, shares how she strives to make Bookkeeping minimally disruptive and ultra effective for business owners. 

In this 20 minute interview, Martin Staubus, Beyster Institute at the Rady School Management  discusses how an ESOP can be a tax-advantaged and effectiveway to sell and transfer your business to employees.

Bailey Smith of TLD Law joins us once again to share his wisdom and experience and help you avoid the top 10 Estate Planning mistakes he has seen people make.

Juan Ortega of Action Coach discusses misconceptions and realities of business coaching.

Chris Dirkers is an Action Coach and Solutions Expert. He shares some excellent ideas and tips for business owners who are thinking about preparing for their business transition and exit.

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions  at www.BBschedule.com, email him at [email protected] or visit www.Ersi.biz

Beth is a Partner with Zeppos Rautiola, LLP. She is general counsel for business owners. She counsels on routine corporate maintenance, entity selection, liability protection, corporate growth and development. She creates and assists with the implementation of exit strategies, buy-sell agreements, business planning/strategy, leases, and design of plans for general wealth accumulation and preservation by utilizing tax planning and strategic growth techniques. 

In this interview, Beth shares a success story and helps us understand how advance planning can lead to a successful outcome!

Stan Sung discusses the difficult task of bridging the gap between business decisions and family conversations. 

Show host Bill Black is a Certified Exit Planner who helps Business Owners plan for their future  Succession, Exit and Transition. Schedule a complimentary call to discuss your exit planning questions at www.BBschedule.com or visit www.Exit-Retirement.com  

Patti Cotton discusses getting to the details, and how to engage clients and business owners with specific topics.