ExitReadiness®️ PODCAST

By ENNIS Legacy Partners

The ExitReadiness® PODCAST from ENNIS Legacy Partners helps business owners prepare for one of the most important transitions of their lives. Each episode offers practical insights, expert conversatio... more

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FAQs about ExitReadiness®️ PODCAST:

How many episodes does ExitReadiness®️ PODCAST have?

The podcast currently has 194 episodes available.

ExitReadiness®️ PODCAST episodes:

April 28, 2020 ESOPs As An Exit Route Ft. Keith Apton
Todays’ topic is “ESOPs as an Exit Route”. You know, ESOPs, or Employee Stock Ownership Plans, also have a certain kind of “mystery” around them don’t they? - What are they really? - How do they work? - What businesses are a good fit for an ESOP? - Are they too hard to understand and implement?

Today we’re going to get all those questions and more answered as we have with us Keith Apton of The Capitol ESOP Group right here in Washington DC. Keith is the Managing Director of The Capitol ESOP Group of UBS in Washington DC. and he’s going to help us understand ESOPs and when they make sense as an Exit Strategy.

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.
...more
21min
April 10, 2020 Preserve Business Value With Employee Agreements Ft. Marc Engel
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.
...more
43min
March 27, 2020 Entity Wide Strategies to Navigate Your Organization During the COVID Crisis Ft. Melissa Musser
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.
...more
24min
March 18, 2020 SBA Disaster Loans: What Business Owners Need To Know Now Ft. Jenn Loges
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.
...more
29min
March 13, 2020 How To Increase Business Valuation & Decrease Owner’s Responsibility Ft. John Brown
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.
...more
32min
March 03, 2020 How Does The SECURE ACT Impact Business Owners?
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.
...more
17min
February 26, 2020 Planning Steps For Owners With 20 Or Less Employees Ft. John Dini
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.
...more
41min
February 13, 2020 The Importance of Alignment in Building Business Value Ft. Dave Ramos
Learn more: 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.
...more
31min
January 27, 2020 Saving State Income Taxes By Selling A Business Through A Delaware Trust Ft. Kalimah White
This week, Pat and Walter are joined by Senior Trust Advisor, Kalimah White to discuss how to save state income tax through a Delaware Trust.

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.
...more
17min
January 10, 2020 How to Confidently Take On Debt to Fund Your Growth Ft. Jenn Loges
Connect with Jenn: https://www.linkedin.com/in/jennmathis/

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/

Learn more about Ennis Legacy Partners: 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.
...more
35min

FAQs about ExitReadiness®️ PODCAST:

How many episodes does ExitReadiness®️ PODCAST have?

The podcast currently has 194 episodes available.