Mastering Your Exit Strategy

Mastering Your Exit Strategy

By Christine TrumbullBusinessEntrepreneurship
Download on the App Store

Mastering Your Exit Strategy episodes

  • Ashley Owens - How to Use Networking to Grow Your Group of Champions

    Here are the things to expect in this episode:

    • Ashley talks about her course on networking.
    • How has the pandemic changed networking?
    • "Networking with intention." What does this mean?
    • "Introverts are better networkers than extroverts." How so?
    • The value of understanding different personality types.
    • And more!

     

    About Ashley Owens:

    Ashley Owens is the first and only Networking Concierge that puts you in the right situation or gets you out of the wrong one. As a networking concierge, she trains, coaches, and speaks on becoming an authority at generating revenue by networking with intention. Ashley is a TV host of three digital TV talk shows on RVNTV, This is it TV, and Closers Coffee, speaking and interviewing entrepreneurs and business owners on the topic of tactical networking and best business practices.

    She has taken hundreds of introductory meetings with business professionals looking to grow their network and has given over 2000 introductions. She has spoken to over 300 networking groups, organizations, companies, and conferences while teaching personal branding and advertising sales at Temple University. In addition to running her own business and being an adjunct professor, she is also the Director of Customer Success at FlowChat.

     

    Connect with Ashley!

    LinkedIn: https://www.linkedin.com/in/ashowens/

    Facebook: https://www.facebook.com/ashleyassists/

    Instagram: https://www.instagram.com/ashleyassists/

    How To Not Suck at Networking Course - https://bit.ly/2TiSxBQ

     

    Connect with Christine!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: https://www.linkedin.com/in/christine-trumbull/ 

    26 min
  • Shauna Wekherlien - How to Save Tax Dollars Using the Big Boy Strategies

    Here are the things to expect in this episode:

    • What is a strategic tax coach?
    • What are some of the strategies that help legally minimize taxes?
    • Is it possible to reduce taxes upon exit?
    • And much more!

    About Shauna Wekherlien:

    Shauna A. Wekherlien, CPA, MTax, CTC, CTS is the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master’s Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Shauna is trained to lower your taxes to the bare legal minimum and is in the top 1% of Tax Strategists in the country. Shauna is the author of Starting Your Own Business: Do it Right from the Start, Lower Your Taxes, Protect Your Income, and Enjoy Your life; she is a speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 20+ years of experience and implementing innovative tax solutions for business owners, entrepreneurs, and investors! To date, she has saved her clients over $423 million in taxes and counting! She has been featured in Forbes, Entrepreneur, and many others for her excellent work in her field.

    Connect with Shauna!

    Website: https://taxgoddess.com/ 

    Youtube: https://www.youtube.com/channel/UCyaKEndOmUohZ-Rpre2_law 

    Facebook Page: https://www.facebook.com/thetaxgoddess 

    Instagram: https://www.instagram.com/thetaxgoddess/ 

    TikTok: @taxgoddess

    Connect with Christine!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: https://www.linkedin.com/in/christine-trumbull/ 

    38 min
  • Dawn Manske - Where For-profit Makes Impact (Part 2)

    Here are the things to expect in this episode:

    • Understanding social enterprise through a pair of pants.
    • There's a way that you can have a business and be socially responsible.
    • Providing dignified employment for survivors of sex trafficking.
    • And many more!

     

    About Dawn Manske:

    I am a St. Louis native but have had the chance to live in other parts of the world. During 10 years of living in China and visiting orphanages full of little girls, I saw for myself how “devaluation of the girl child” impacts not only the abandoned girls, but also the boys and families of an entire country. I also learned about the horrors of trafficking after getting to know children and teens that had been victims of human trafficking.

    Back in the States, the concept of social enterprises, and the desire to help provide job training and life skills for women rescued from sex trafficking converged in my mind with numerous compliments about my favorite international pants, and the result is Made for Freedom.

    Made for Freedom is building a lifestyle brand as a social enterprise that provides life-changing education for women rescued from sex trafficking with proceeds from its ultra-comfortable, bohemian chic pants.

     

    Connect with Dawn! 

    Made for Freedom: https://madeforfreedom.com

    Facebook: https://www.facebook.com/dawn.m.manske

    Instagram: https://www.instagram.com/madeforfreedomfoundation/

    Twitter: https://twitter.com/dawn_manske

    LinkedIn: https://www.linkedin.com/in/dawnmanske/

     

    Connect with Christine!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: https://www.linkedin.com/in/christine-trumbull/ 

    35 min
  • Chelsea Kim - How Kindness and Inclusivity are Driving Today's Business (Part 2)

    Here are the things to expect in this episode:

    • The challenges of being a woman in a male-dominated industry.
    • How can more women get into leadership roles in the tech and fintech industries?
    • Having diversity of thought makes companies successful.
    • The impact of incorporating kindness in building a business.
    • And many more!

     

    About Chelsea Kim:

    Today’s guest, Chelsea Kim, is the Co-Founder and Head of Operations and Community at BELLA, a lifestyle brand with the first conversational bank 100% powered by love. 

    BELLA is challenging the status quo and building their Karma Army by focusing on kindness, love, inclusivity, and equality while putting community and connection first. With years of experience helping to build startups in Silicon Valley, Chelsea is bringing her expertise to banking and creating a positive impact for their community and the world at large.

     

    Connect with Chelsea! 

    Website: https://www.bellaloves.me/

    Facebook: https://www.facebook.com/BELLA-104526701446066

    Instagram: https://www.instagram.com/bellaloves.me/

    LinkedIn: https://www.linkedin.com/in/chelsea-k-9142887/

     

    Connect with Christine!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: https://www.linkedin.com/in/christine-trumbull/ 

    41 min
  • Denise Brosseau - Thought Leadership and Growing Your Business (Part 2)

    Here are the things to expect in this episode:

    • What holds people back from becoming thought leaders? How can they overcome that?
    • What is the difference between individual and organizational thought leadership?
    • Sooner or later, you will exit your business. It’s an important part of the journey!
    • The value of thought leadership conversations in reinventing yourself and your brand.
    • And much more!

    About Denise Brosseau:

    Denise is an award-winning author, thought leadership consultant, and keynote speaker with a long track record of results with an international clientele including executives at Zoom, SAP, Roche, and AllBirds. She is the CEO of Thought Leadership Lab and an Adjunct Professor at Stanford Business School. Denise is also a best-selling author of Ready to Be a Thought Leader? (Wiley/Jossey-Bass) and has been featured in Fast Company, Forbes, Inc. Magazine, NPR, and the New York Times. 

    She is a frequent keynote and seminar speaker at companies like Intel, Google, and Microsoft; leadership conferences including the Indiana and California Governor's Conferences; and college campuses, including Wellesley, Berkeley, and Stanford Business School. A serial entrepreneur, Denise is the co-founder of the prestigious women's start-up launchpad Springboard Enterprises (which has helped women entrepreneurs receive over $10 billion in funding for their businesses), the Forum for Women Entrepreneurs (now Watermark), Invent Your Future Enterprises and the Invent Your Future Conference for Women. 

    Learn more about this inspiring leader at www.thoughtleadershiplab.com.

     

    Connect with Denise! 

    Website: https://thoughtleadershiplab.com/

    Twitter: https://twitter.com/thoughtleadrlab

    LinkedIn: https://www.linkedin.com/in/denisebrosseau/

     

    Connect with Christine!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: https://www.linkedin.com/in/christine-trumbull/

    27 min
  • Reggie Holmes - Is Branding Important for Every Business? (Part 2)

    Here are the things to expect in this episode:

    • Understanding what your customers want from your product and brand.
    • Branding is all about trust and living up to the expectations of your customers.
    • What is a brand's purpose?
    • And much more!

     

    About Reggie Holmes:

    Reggie Holmes is Owner and Creative Director of Enthuse Creative. A lifelong creative thinker, Reggie was doing graphic design before he knew there was such a thing.

    I am “a thinking man’s designer” who partners with diverse clients to provide a range of creative services that advance their business or organization goals. I love to engage with people and problems, and I embrace opportunities to develop creative solutions to help others meet their goals.

     

    Connect with Reggie!

    Website: https://www.enthusecreative.com/

    LinkedIn: https://www.linkedin.com/in/reggieholmes1

     

    Connect with Christine!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: https://www.linkedin.com/in/christine-trumbull/ 

    24 min
  • Edwin Dearborn - The Ten Core Principles of Business Growth (Part 2)

    About our guest today:

    Edwin is on a mission to help practice owners and ambitious business professionals attract their ideal clientele through proven referral, social, and influencer strategies. Edwin has written three books on the topics of branding, social media strategies and influencer marketing. His latest book, Referology, details proven methods to exponentially grow one’s best clientele source referrals.

    For a copy of Edwins' 10 Core Principles and other free stuff, click here: https://bit.ly/3rPndJi 

    Learn more and connect with Edwin:

    Email: [email protected]

    LinkedIn

    YouTube

    Instagram

    Podcast

    Connect with Christine Trumbull!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: www.linkedin.com/in/christine-trumbull

    46 min
  • Sandra Yancey - What Does it Take to Build a Multi-Million Dollar Business? (Part 2)

    In this episode:

    Christine and Sandra as they talk about seeking clarity, committing to your business, and finding work/life balance. 

     

    About our Guest:

    Sandra Yancey is the CEO and Founder of eWomenNetwork. Her company is a multimillion-dollar enterprise with over 500,000 women connected through 118 chapters spread across North America, Australia and the United Kingdom.

    eWomenNetwork produces over 1,500 women’s business events each year and the largest multi-day International Women’s Business Conference of its kind in North America annually.

    In addition to authoring 6 best-selling books on business, Sandra is an award-winning entrepreneur and is recognized by the International Alliance for Women as one of the world’s 100 Top Difference Makers and by CNN as an American Hero.

     

    Connect with Sandra:

    SandraYancey.com

    Facebook

    LinkedIn

    Twitter

    Instagram

    Pinterest

    YouTube

     

     

    Connect with Christine Trumbull!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: 

    www.linkedin.com/in/christine-trumbull

    29 min
  • Scott Snider - What is Exit Planning and Value Acceleration (Part 2)

    In this episode:

    Scott is back to continue the conversation on exit planning and how using the Value Acceleration Methodology will give you the strong foundation you need to leave on your terms. 

    Scott breaks down the 3 pillars: 

    • Discover 
    • Prepare  
    • Decide 

    and shares how they will help you align your personal and business goals. Planning now for your exit prepares you for your future. 

     

    About our Guest:

    Scott Snider is a nationally recognized industry leader, and growth specialist. He serves as President of the Exit Planning Institute (EPI), and Operating Partner of Snider Premier Growth.  

    In 2018, Snider released his first book, Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit, available on Amazon.

     

    Connect with Scott:

    LinkedIn

    Twitter

    Instagram

    Exit Planning Institute:

    EPS LinkedIn

    EPS Facebook

                                                                  

    Connect with Christine Trumbull

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: www.linkedin.com/in/christine-trumbull

    31 min
  • Dawn Manske - Where For-Profit Makes Impact

    Her 10 years of living in CHINA and visiting orphanages full of little girls, taught her about the horrors of trafficking, after getting to know children and teens that had been victims of human trafficking. 

    Dawn Manske's dream to help rescue and restore trafficked people started with a pair of pants! 

    She said “If there is any way I can help girls like this by selling pants, I will sell pants.”. This increased her understanding of using solid, ethical business practices to create systemic social change. That pledge marked the beginning of Made of Freedom.

     

    Connect with Dawn:

    Website

    LinkedIn

    Facebook

    Instagram

     

     

    Connect with Christine Trumbull!

    Website: https://www.pinnacleexitgroup.com

    Facebook: https://www.facebook.com/christine.trumbull.31

    LinkedIn: www.linkedin.com/in/christine-trumbull

    12 min

About Mastering Your Exit Strategy

From the publisher's feed

According to The BEI 2019 Business Owner Survey Report, 79% of successful business owners hope to exit their companies within the next 10 years. Over 74% of them rely on their businesses for more than half their personal income and more than half would exit today if they could afford it. But, about 80% of owners have not created a plan to transfer ownership and 100% of business owners will leave their businesses, whether planned or not. And finally, more than 70% of businesses that are put on the market DO NOT SELL!