Exit Coach Radio

Exit Coach Radio

By Exit Coach Bill BlackBusinessManagement
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Exit Coach Radio episodes

  • Tim Carlin - An Extraordinarily Ordinary Life

    Tim Carlin, Colonel United States Army retired is a Certified Financial Planner and Certified Exit Planner at V Wealth Advisors.  On September 15th Tim is publishing his first book available on Amazon, An Extraordinarily Ordinary Life,  Life Lessons by Tim Carlin where Tim draws on his past experiences to give readers a crash course on facing lifes challenges and seizing its opportunities.

    Questions we discussed:

    1. What led you to a Financial Service career?
    2. Why did you get certified in Business Owner Transition Planning?
    3. Why did you write your book?

    20 min
  • Joel Dobrin - Getting the Most out of Cost Segregation

    Joel Dobrin  joined me Cost Segregation Initiatives.  A true and still somewhat underutilized "Hidden Gem" of the Tax Code - Cost Segregation is a powerful strategy available to owners of commercial and residential rental property.   It can also be applied when improvements are being made to existing or older properties.  Enhancements made in the 2017 via Tax Reform and recently by the Cares Act have added key things that owners should be aware of.   

    Questions we discussed:

    1.  Who can benefit most from Cost Segregation?
    2.   Is there a building cost basis threshold needed for this to make sense?
    3.   Seems like more people are involved in this, some promoting Cost Seg and a host of other services, is there a difference in providers and what should one look for?

    Joel will provide a no cost / no obligation benchmark overview assessing and illustrating potential tax savings benefits.  
    Please feel free to call him at 805-680-3834 or email [email protected] to discuss.

    23 min
  • The Ultimate Diet Revolution - Jim Karas

    Jim Karas, of Jim Karas Personal Training, accidentally became a fitness instructor in 1986 and now has been a lifestyle expert for over 30 years. He’s authored several books, including “The Ultimate Diet Revolution,” and additionally secured his place as a well-sought after keynote speaker. Jim is a frequent contributor to shows like Dr. Oz and Good Morning America - he even was Diane Sawyer’s personal trainer and helped her lose over 25 pounds. While some may consider his approach to getting the best out of your mind and body to be controversial, he is prepared to tell you what others may not. 

    Coming from the business world, Jim approaches well-being as though it’s a business plan. He knows the value of an individual’s time and that they’ll have a better chance for success when they’re most efficiently allocating their resources. Jim sheds light on how we should be eating to help our metabolism function best, as well as what exercise methods will prove to be most effective given a limited amount of time. He warns of weight loss methods that don’t necessarily keep the weight off, and may actually make it harder to lose weight again. As a TV spokesperson, he knows firsthand that mainstream media can be sensationalized and not 100% accurate, listen to Jim’s interview for the truth about diet and well-being.

    We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

    Are you and your Company Transition-Ready? Click Here for a free report & assessment!

     

     

     

     

     

    20 min
  • Brandon Miller - Building Your Strengths (B1718)

    Brandon Miller is a CEO of 34 Strong, Prominent Vistage member, and Gallup Certified Strengthsfinder Coach. He is in the business of building enduring strengths-based interdependent organizations through developing strong people, strong partnerships, and strong teams. The Strengthsfinder assessment has been gaining popularity, especially among Fortune 500 companies. Brandon is an expert at using these results to help teams communicate more effectively and improve all around. 

    In his interview, Brandon connects the dots between leveraging employee’s natural strengths to increase in morale, retention, and engagement. Brandon explains how the Strengthsfinder assessment is different by focusing on what is right about people rather than what is wrong. People who are using their natural talents will become more engaged, and when this is applied to entire teams, they will enjoy a healthy boost in morale. Brandon shares measurable results as well as anecdotal evidence that prove the effectiveness of his claims. As a business leader, it’s crucial to remember that your best assets go home each night, invest some time in learning to strengthen your teams by listening to Brandon’s expertise.

    1-Minute Sections:
    • 2:25-3:30: Brandon explains Strengthsfinder and talks about how to improve engagement and collaboration by leveraging strengths.
  • 12:10-13:30: How to begin to build your strengths and align strengths to help reach your goals.
  • 14:17-15:22: Who is this for? Strong teams attract strong players and help retain them.
  • 16:20-17:30: Stats and stories about engagement before and after the implementation of Strengthsfinder and how it relates to morale.

    • We've built a special collection of 20 minute interviews from members of Provisors and Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com

    Are you and your Company Transition-Ready? Click Here for a free report & assessment!

    21 min
  • Ryan Coon - Taking the Path Toward Entrepreneurship

    Ryan Coon started out as an investment banking associate at BMO Capital Markets, then left this high paying job to travel, taught himself to code and launched a tech startup called Avail, an all-in-one software solution designed for DIY landlords that is now used by more than 600,000 landlords and tenants across the US. He is passionate about hustling and building wealth while remaining strong-willed and purposeful and wants to help others to do the same.
     
    What we discussed:
    What it takes to leave a high-paying job and build a business from nothing.
  • Everything you need to know about building a software as a service (SAAS) company: from coding to partners & everything in between.
  • Why persistence is key in running a venture capitalists (VC) backed start-up.
  • How to stay positive & keep investing in yourself
    20 min
  • Jeff Prager - The Cash Flow King

    Jeff Prager, co-founder of The CFO Project, is the Cash Flow King. His company has one purpose: to help you make more money. “We created a system where we go through your numbers on a monthly basis and show you what to look at, when to look at it, how to interpret it and what to do about it. And, best of all, you don’t need to understand accounting or finance.” 


    Jeff’s breadth of experience is remarkable and extremely valuable to entrepreneurs. He’s been a CPA for over 40 years, so he understands all the confusing numbers stuff. But he’s also an author, speaker, and life-long entrepreneur, not just some paper pusher. 

    He has been a former CEO/CFO and owner of several successful multimillion-dollar companies. He was: 
    •    One of the founders of Ashworth Golf Clothing
    •    The CFO/partner of a large land development company
    •    The owner of Strauss Homes, which was once rated as the second largest privately owned home builder in Colorado and in the top 100 privately owned companies of Colorado (2003). 
    •    Jeff has helped dozens of businesses become stronger over many many years of entrepreneurship, and business development.

    Because of his vast experience as both a CPA and a business owner, he has a firm grasp on the challenges businesses face whether they’re start-ups or seasoned pros. He's great at simplifying the numbers and an expert at providing a clear road map to improved profitability and cash flow.

    QUESTIONS WE COVERED:

    What are the reasons a lot of businesses aren't profitable? 
    Why don't business owners have more freedom ?
    What are the 5 steps to break this cycle?

    Contact information: [email protected].  We offer a free right-fit call: https://thecfoproject.com/rightfit-jeff/ and we are finishing up a new book called "Make More Money; The business Owner’s 5 step plan for bringing home more cash".

    24 min
  • Rick Terrien - Exploring Entrepreneurship In The Second Half Of Life

    Rick Terrien, author of the new book Ageless Startup: Start a Business at Any Age, describes how older workers can plan and launch small, independent businesses of their own to build more financial and personal resiliency into their lives


    QUESTIONS WE DISCUSSED

    • What are the biggest impediments older workers face when considering entrepreneurship?

    • What are the key steps to take for those considering entrepreneurship in the second half of life?
    • What is the key takeaway from your book?

    The book (Ageless Startup) is available at Amazon, Barnes and Noble, BookShop, IndieBound and many others, or visit www.ageless-startup.com

    21 min
  • James Bean - The Advantages of a Tax Deferred 1031 Exchange

     

    James Bean of SVN - Rich Investment Real Estate Partners, is a seasoned commercial real estate investment broker who specializes in wealth preservation and wealth transfer through the advantages of a Tax Deferred 1031 Exchange.

     

    Here are some of the main points we discussed:

    What is a Sale Leaseback?
    What are the benefits of a Sales Leaseback?
    Can a business owner who owns their real estate use a Tax Deferred 1031 Exchange to relocate and expand or to "right-size" their foorprint?

    James offers listeners a Complimentary Broker Opinion of Value on any one of their commercial properties.

    22 min

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