Exit Coach Radio

Vince Mastrovito of Prometis Partners, Inc. shares valuable information regarding some of the issues family businesses face and their solutions.

Lynn Fulks enlightens us as to the proper order of creating effective, profitable marketing campaigns.

Lynn Fulks has been managing innovative high-tech marketing departments, developing and managing strategic marketing campaigns as well as overseeing product launch marketing for over 25 years. With a proven history of running cross-functional teams, Lynn has successfully delivered domestic and international marketing programs for Microsoft and other companies. Her background in high-tech B2B has made Lynn an expert at taking complex products to market. Lynn is a natural team leader, both flexible and persistent, and is a highly creative problem solver. Her experience is matched by her enthusiasm for helping businesses succeed.

Dyanne Ross-Hanson, Founder of Exit Planning Strategies, LLC, works with owners of privately held businesses to develop intentional ownership transition plans. She started Exit Planning Strategies, LLC, 10 years ago and has 30+ years of experience in the financial services industry. This work is Dyanne’s passion, and she considers objective expert consulting, independent of predetermined outcome or product, to be absolutely essential in exit planning. The sale of a business can be the single most significant financial event in someone’s life, the business owner needs to be prepared. 

In her interview, Dyanne reasons that exit planning is not a single event, but rather a process. Without a plan, business owners who have put years of effort into their livelihood are leaving the transaction up to chance. She deep dives the notion that the most valuable component of the transaction are the key employees. Additionally, she shares valuable strategies for incentivizing key employees to stay post-transfer. Dyanne also discusses the difference between key employees and employees in key positions, which are not always the same thing. Twenty minutes is barely enough time to scratch the surface of Dyanne’s expertise. 

Jamie shares her incredible life journey with us and shares great lessons she has learned along the way.

Dynamic Peak Performance training, consulting and speaking - with a unique integrative approach blending

psychology, body-mind fitness, professional golf and martial arts expertise, and entrepreneurial energy.

Questions answered:

1) Your work is very 'experiential.' What does that look like, and why do you feel that is such an essential

element in your talks and trainings?

2) Can you tell us more about Somatics, and why both a mind and body approach to mastery is especially

important in our cyber-age?

3) Do people have to be into martial arts to benefit from your work?

Contact info:

Email Address [email protected]

Website www.thekiaiway.com

In this noisy digital world, you can’t break through the noise, you just add to it. Instead, you need to get in on the conversation where your ideal customers are already listening. As a Navy veteran who ran nuclear power plants, and an inbound marketing engineer, Tom Schwab has a refreshingly unique approach. He focuses on time-proven strategy, then supercharges it with today’s technology and podcast interview marketing. An author, speaker, and teacher, Tom helps you get more traffic, leads, and raving customer fans by being interviewed on targeted podcasts.

What is the biggest challenge for any business?

Pat Kramer, Writer - Writer For Hire, shares insights about the ideal times to send out a Press Release for maximum exposure.

Ben Griffin is the Chief Visionary of CEOIQ, a company that provides Executive Coaching, Peer Advisory Group Programs, Strategy and Team Alignment workshops for Entrepreneurs and their Leadership Teams. 

Business Success Factors is a consulting, coaching, and training company that helps companies to increase their sales revenue growth.

Here are a few questions Doug answers in today's interview:

Having advised numerous business owner families, Paul West shares his insight on some key personal mistakes business owners miss out on due to focusing on wrong activities.

Questions we addressed:

1.  What are the top mistakes you see business owners making today?

Click here to read this episode's transcript.

Steve Goodman, CEO and Founder of SHG Planning, has over 30 years of experience in business succession planning. His firm specializes in high-end, sophisticated business succession, estate planning, for high and ultra high net worth individuals. Steve enjoys the uniquely interesting challenge that comes with helping this level of client, both technically and emotionally. Steve’s goal is to make sure nothing is overlooked in your wealth transfer.

In his interview, Steve helps humanize and demystify this daunting process. Many people think not planning is easier than planning, as it may cause turbulence within the family, however not having a plan can cause even more family discord. Steve gives a few practical examples of common mistakes made during the planning process, and how individuals may be impacted by them. He also stresses the importance of deeply understanding your unique situation so your wealth and assets can be best managed. The insight Steve offers regarding the human side of estate and succession planning is indispensable.

• 5:25-6:28: A common reason people avoid exit and succession planning.