Exit Coach Radio

Exit Coach Radio

By Exit Coach Bill BlackBusinessManagement
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Exit Coach Radio episodes

  • Jim Doty - The Need for Checklists in Exit Planning

    Here's a past highlight from one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to hear all of their past interviews!

     

    Another 1 minute highlight from Jim Doty's recent interview. The interview was conducted by Bill Black, The Exit Coach, on The Exit Coach Radio Show - the Information Station for Age 50+ Business Owners contemplating Business Succession and Exit Planning.

     We add new content daily, so come back often! 

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

     
    2 min
  • Jonathan Zucker - Diversify Your Asset Base Beyond Traditional Classes

    Host: Bill Black. 

    Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. 
    Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    23 min
  • Jonathan Zucker - Diversify Your Asset Base Beyond Traditional Classes

    Host: Bill Black. 

    Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. 
    Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    23 min
  • Jonathan Zucker - Diversify Your Asset Base Beyond Traditional Classes

    Host: Bill Black. 

    Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. 
    Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    23 min
  • Jonathan Zucker - Diversify Your Asset Base Beyond Traditional Classes

    Host: Bill Black. 

    Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. 
    Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    23 min
  • John Howard - Which Audit is Right for You?

    Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. 

    John Howard discusses retirement plans, choosing audits, and how you can determine which process is right for your business. New content daily - tune in on iTunes!
    Transcript: 
    John: Typically, in these retirement plans, when you exceed 120 participants, then that first year when you receive 120, you are subject to an audit. You are considered a large plan at that point under the Department of Labor and the IRS standards, and you need to submit an audit. Now, the problem is the next step: Once you determine you need audit, is what type of audit, because there are different audits with retirement plans. There's what we call a limited scope audit, which and auditor does not need to do as much work as with a full scope audit, and the difference with those would be, if the plan assets are held by a financial institution such as a bank or an insurance company, they can certify that the plan assets are what they are, the transactions have been posted properly to the participant's accounts, the allocation of earnings to the participant's accounts is accurate, then we can accept that under the Department of Labor standards. 

    To hear more tips from over 750 Advisors, visit exitcoachradio.com

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    2 min
  • John Howard - Which Audit is Right for You?

    Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. 

    John Howard discusses retirement plans, choosing audits, and how you can determine which process is right for your business. New content daily - tune in on iTunes!

    Transcript: 

    John: Typically, in these retirement plans, when you exceed 120 participants, then that first year when you receive 120, you are subject to an audit. You are considered a large plan at that point under the Department of Labor and the IRS standards, and you need to submit an audit. Now, the problem is the next step: Once you determine you need audit, is what type of audit, because there are different audits with retirement plans. There's what we call a limited scope audit, which and auditor does not need to do as much work as with a full scope audit, and the difference with those would be, if the plan assets are held by a financial institution such as a bank or an insurance company, they can certify that the plan assets are what they are, the transactions have been posted properly to the participant's accounts, the allocation of earnings to the participant's accounts is accurate, then we can accept that under the Department of Labor standards. 

    To hear more tips from over 750 Advisors, visit exitcoachradio.com

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    2 min
  • John Howard - Which Audit is Right for You?

    Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. 

    John Howard discusses retirement plans, choosing audits, and how you can determine which process is right for your business. New content daily - tune in on iTunes!

    Transcript: 

    John: Typically, in these retirement plans, when you exceed 120 participants, then that first year when you receive 120, you are subject to an audit. You are considered a large plan at that point under the Department of Labor and the IRS standards, and you need to submit an audit. Now, the problem is the next step: Once you determine you need audit, is what type of audit, because there are different audits with retirement plans. There's what we call a limited scope audit, which and auditor does not need to do as much work as with a full scope audit, and the difference with those would be, if the plan assets are held by a financial institution such as a bank or an insurance company, they can certify that the plan assets are what they are, the transactions have been posted properly to the participant's accounts, the allocation of earnings to the participant's accounts is accurate, then we can accept that under the Department of Labor standards. 

    To hear more tips from over 750 Advisors, visit exitcoachradio.com

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    2 min
  • John Howard - Which Audit is Right for You?

    Host: Buck Blanton. Audio library: www.ExitCoachRadio.com. 

    John Howard discusses retirement plans, choosing audits, and how you can determine which process is right for your business. New content daily - tune in on iTunes!

    Transcript: 

    John: Typically, in these retirement plans, when you exceed 120 participants, then that first year when you receive 120, you are subject to an audit. You are considered a large plan at that point under the Department of Labor and the IRS standards, and you need to submit an audit. Now, the problem is the next step: Once you determine you need audit, is what type of audit, because there are different audits with retirement plans. There's what we call a limited scope audit, which and auditor does not need to do as much work as with a full scope audit, and the difference with those would be, if the plan assets are held by a financial institution such as a bank or an insurance company, they can certify that the plan assets are what they are, the transactions have been posted properly to the participant's accounts, the allocation of earnings to the participant's accounts is accurate, then we can accept that under the Department of Labor standards. 

    To hear more tips from over 750 Advisors, visit exitcoachradio.com

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    2 min
  • Jonathan Zucker - Diversify Your Asset Base Beyond Traditional Classes

    Host: Bill Black. 
    Jonathan Zucker discusses how to make your business attractive and sell it appropriately in the marketplace. 
    Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!

    Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here

    23 min

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