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ExitReadiness® PODCAST: Exit Planning, Succession & Selling Your Business
ExitReadiness® PODCAST: Exit Planning, Succession & Selling Your Business episodes
- Navigating the Boomer Bust with John DiniDiscuss controlling the process of a successful business transition for Baby Boomer business owners.
Important Links:
Learn More about John: http://www.johnfdini.com/
Learn More about Ennis Legacy Partners: ennislp.com
Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
Conversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.26 min - Common Pricing Mistakes Made by Business Owners - Interview with Robert FukuiIn this episode, we talk to Robert Fukui about his experience with pricing mistakes.
Learn more about Ennis Legacy Partners: Ennislp.com
Contact Robert: https://www.linkedin.com/in/robertfukui/
Conversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.29 min - The Key Elements of a Successful Insider Sale Featuring Elizabeth MowerConversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.37 min - How Healthy Partner Relations Can Preserve the Value of Your Business Ft. David GageConversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.44 min - Charitable Planning for Transitioning Business Owners Featuring Phil CubetaPat and Walter interview Phil Cubeta, the Wallace Chair in Philanthropy at The American College, on why exiting a business can be seen as “a beginning rather than an end”, and that charitable giving, generosity, and philanthropy can play a key role in the new beginning. Phil also highlights specific charitable planning tools and how they can be effectively applied to an owner’s plan for exit.
Link to Phil's LinkedIn: https://www.linkedin.com/in/philipcubeta/
Te learn more about Ennis Legacy Partners, clic here: ennislp.com
Conversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.23 min - Overlooked Employment Risk Areas for Exit Planning Featuring Christine JohnsonAn interview with Attorney Christine Lambrou Johnson regarding Intellectual Property and Incentive Planning and their potential impact on your exit.
Link to Christine's Linkedin profile: https://www.linkedin.com/in/christine-lambrou-johnson-b9b21311/
Link to Walter's Linkedin Profile: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
Link to Pat's Linkedin Profile: https://www.linkedin.com/in/pat-ennis-25b4a111/
For more information on Ennis Legacy Partners, Click here: https://ennislp.com/
Conversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.25 min - Captive Insurance Companies Featuring Rick GowAn interview with Financial Advisor Rick Gow regarding what a Captive Insurance Company is and how they can benefit you as a Business Owner in building value and exiting.
To Learn more about ENNIS Legacy Partners, Click here: https://ennislp.com/
To learn more about Walter Deyhle and Gelman, Rosenberg, and Freedman, CPAs, Click here: https://www.grfcpa.com/
To learn more about Rick Gow, Click here: https://www.linkedin.com/in/rickgowinnova/
Conversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.34 min - Knowing Your 'Why' and Preparing for a Successful Exit Featuring Beth BermanThank you Beth for joining us!
To connect with Beth Berman on LinkedIn, click here: https://www.linkedin.com/in/bethperlberman/
To learn more about Ennis Legacy Partners, click here: ennislp.com
Conversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.23 min - Minimizing Risks Related to Data Security and Privacy Featuring Dave GreberIn this podcast we will interview Attorney, Dave Greber, of the law firm Offit Kurman about Privacy and Data Security. Dave will discuss the differences, why owners should care, the top risks, and what steps business owners can take to minimize risk.
For More information on David Greber, Click here: https://www.offitkurman.com/attorney/david-s-greber/
For more information on Ennis Legacy Partners, Click here: https://ennislp.com/
Conversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.36 min - The Importance of a well-drafted Buy-Sell Agreement Featuring Larry BellIn this podcast, we interview Attorney Larry Bell on the importance of a well-drafted Buy-Sell Agreement.
Special thanks to Podcast Village: https://podcastvillage.com/
Conversations that move you closer to a regret-proof exit.
Subscribe To The Channel By Clicking HERE!
Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/
#PatEnnis #WalterDeyhle #ExitReadiness
DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.22 min
About ExitReadiness® PODCAST: Exit Planning, Succession & Selling Your Business
From the publisher's feed
The ExitReadiness® PODCAST is the exit planning podcast for business owners who want to sell, transfer, or step back from their business on their own terms. Hosts Pat Ennis, CExP™ and Walter Deyhle,…
CPA, CExP™, CEPA of ENNIS Legacy Partners talk with M&A advisors, attorneys, CPAs, valuation experts, and owners who have been through it.
Each episode covers practical steps to build a more valuable, transferable business: increasing business value, reducing owner dependency, succession planning, selling to a third party, ESOPs and employee buyouts, family business transitions, buy-sell agreements, tax planning before a sale, due diligence, and what life after the exit actually looks like. Whether you're 10 years out or 10 months out, there's something here for you.
Subscribe wherever you listen, and visit exitreadiness.com to take your free ExitReadiness® DIY™ Assessment.
Each episode covers practical steps to build a more valuable, transferable business: increasing business value, reducing owner dependency, succession planning, selling to a third party, ESOPs and employee buyouts, family business transitions, buy-sell agreements, tax planning before a sale, due diligence, and what life after the exit actually looks like. Whether you're 10 years out or 10 months out, there's something here for you.
Subscribe wherever you listen, and visit exitreadiness.com to take your free ExitReadiness® DIY™ Assessment.