
Sign up to save your podcasts
Or


In today’s podcast episode Jim and Tyson dive into exit planning with Ashley Micciche.
Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing over $250 million in client assets, and located just outside of Portland, Oregon. She specializes in designing, building, and implementing custom-designed exit plans to help her business owner clients secure their final and most important business decision - the exit from their business.
Listen to the podcast here.
6:35 getting started with exit planning9:17 valuing your law firm11:30 what can firms do to protect their assets during the pandemic17:26 begin with end in mind20:23 when you know you should have a plan, but you don’t yet 22:55 The One-Minute Retirement Tip Podcast
Jim’s Hack: Jim has found by putting all their meetings on Monday’s it has lessened the interruptions throughout the rest of the week.
Ashley’s Tip: Find out what your business is worth - www.truenorthra.com/valuemybusiness
Tyson’s Tip: Post your office hours on your door so team members know the hours they can come talk to you.
September is the last month to join the Guild at our lowest member price! Memberships increase October 1st, 2020
If you enjoyed the show, don't forget to SUBSCRIBE and leave a 5-Star review!
Resources:
By Tyson Mutrux4.9
199199 ratings
In today’s podcast episode Jim and Tyson dive into exit planning with Ashley Micciche.
Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing over $250 million in client assets, and located just outside of Portland, Oregon. She specializes in designing, building, and implementing custom-designed exit plans to help her business owner clients secure their final and most important business decision - the exit from their business.
Listen to the podcast here.
6:35 getting started with exit planning9:17 valuing your law firm11:30 what can firms do to protect their assets during the pandemic17:26 begin with end in mind20:23 when you know you should have a plan, but you don’t yet 22:55 The One-Minute Retirement Tip Podcast
Jim’s Hack: Jim has found by putting all their meetings on Monday’s it has lessened the interruptions throughout the rest of the week.
Ashley’s Tip: Find out what your business is worth - www.truenorthra.com/valuemybusiness
Tyson’s Tip: Post your office hours on your door so team members know the hours they can come talk to you.
September is the last month to join the Guild at our lowest member price! Memberships increase October 1st, 2020
If you enjoyed the show, don't forget to SUBSCRIBE and leave a 5-Star review!
Resources:

139 Listeners

39 Listeners

116 Listeners

54 Listeners

32 Listeners

32 Listeners

96 Listeners

37 Listeners

21 Listeners

90 Listeners

44 Listeners

43 Listeners

52 Listeners

20 Listeners

41 Listeners