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  • Ep 015: Keeping The Family Harmony In Business

    Ep 015: Keeping The Family Harmony In Business
    2023/02/02
    As a former general contractor, land developer, and business owner, Joe Strazzeri combines these skills with over 25 years of experience as an attorney to counsel families and business owners. Joe educates wealth advisors through 4 unique brands and, with his partners, assists business owners in finding “what’s next,” counsels families towards alignment, and protects families and their assets. The Southern California Institute (www.scinstitute.org) is a Thought Leader Community providing resources, education, and advice via collaborative think tanks, events, programs, online content, and introductions. The Laureate Center for Wealth Advisors (www.laureatecenter.com) provides advanced training and support for wealth advisors, such as attorneys, accountants, fiduciaries, bankers, financial advisors, Insurance Professionals, and other wealth advisors.  Strazzeri Mancini LLP (www.strazzerimancini.com) helps affluent families get to the heart of highly relevant matters and resolve messes in integrated tax and estate planning, business succession, and family governance counseling. The Founders Group (www.foundersgroup.biz) leads business owners through all phases of transition, where increased clarity, net cash flow, and market value expand and solidifies choices for business transition. Here is what to expect on this week’s show: ✅ Meet Joseph and learn about how he started in real estate. ✅ Joseph’s most significant piece of advice for business owners.  ✅ What is possible when you sell an asset at a high price?  ✅ When family members don't speak but are in business.  ✅ Considering the children and grandchildren in a family business.  Listen: Itunes  strazzerimancini.com  scinstitute.org  (858) 200-1900 (Work)  Email:jjs@strazzerimancini.com Learn more about your ad choices. Visit megaphone.fm/adchoices
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    35 分
  • Ep 014: The Values Drivers That Can Increase Your Selling Price

    Ep 014: The Values Drivers That Can Increase Your Selling Price
    2023/01/26
    Founded by Jessica Fialkovich, one of the top experts in the business brokerage industry, Exit Factor™ offers a proven method that helps small to mid-size business owners maximize their company’s value. Through one-on-one consulting services and online programs, the trusted advisors at Exit Factor teach entrepreneurs how to successfully navigate and fully leverage strategies when buying, building, and selling their businesses. Exit Factor is part of the consulting division within the United Franchise Group™ (UFG) family of brands. For more information, visit www.ExitFactor.com Here is what to expect on this week’s show: ✅ What is the Exit Factor? ✅ The factors that help maximize value in a business.  ✅ The most manageable first steps for business owners to take.  ✅ Two things you can do to increase the value of your business.  ✅ Is the rising interest rates affecting the M&A market?  Listen: Itunes  https://www.exitfactor.com/  3232 McKinney Ave, Suite 500 Dallas TX 75204  855-459-EXIT (3948) Jessica Fialkovich Julia Lilly - julia@exitfactor.com https://www.exitfactor.com/book/ LinkedIn Company Page: https://www.linkedin.com/company/exitfactor/ Instagram: https://www.instagram.com/exit_factor/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分
  • Ep 013: Insights From A CPA/Attorney/ Real Estate Broker/ & Title Insurance Agent

    Ep 013: Insights From A CPA/Attorney/ Real Estate Broker/ & Title Insurance Agent
    2023/01/19
    Roman A. Basi is president of The Center for Financial, Legal, and Tax Planning Inc., an attorney, real estate broker, and title insurance agent. He advises The Center’s clientele on business law, succession, estate and tax planning, and real estate. For more information, visit www.taxplanning.com. Here is what to expect on this week’s show: ✅ Roman explains why his business is considered a one-stop shop for small business owners.  ✅ What are the parameters for being labeled a small business?  ✅ Common mistakes business owners make that leave money on the table. ✅ Number one situation Roman finds is that many business owners do not have the accurate financial information and why this is important to know.  ✅ The questions that should be asked when thinking of exiting your business.  ✅ Learn about the tax minimization analysis and why it is needed.  Website: www.taxplanning.com Facebook: https://www.facebook.com/Basi-Basi-Associates-135709656448766/ Twitter: https://twitter.com/_TaxPlanning Linkedin: https://www.linkedin.com/company/basibasiassociates/ Phone:618.997.3436 rbasi@taxplanning.com   #exitplanning #business #businessadvisors # :businessplanning Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 分
  • Ep 12: 7 Steps To Exiting Your Business

    Ep 12: 7 Steps To Exiting Your Business
    2023/01/12
    Mr. Vincent M. D’Addona, MSFS, ChFC®, CExP®, RICP®, AEP (Distinguished) nominee, is a senior associate at Strategies for Wealth with 38 years of experience providing financial and estate planning, charitable planning, retirement and distribution planning, and investment services to a variety of clients and organizations. Often known as "the experts’ expert," Vince has helped people move closer to their full financial potential. He is nationally known in the Estate Planning and Business Exit Planning front as well as in the macro-economic positioning of life insurance for businesses and individuals. He has spoken on those topics for many industry organizations and has been a frequent main platform and breakout speaker at Guardian conferences. Here is what to expect on this week’s show: ✅ How to craft your business, so it is more sellable. ✅ Why the biggest challenge for business owners is not having an end game to their life. ✅ Tips on getting more value for your business. ✅ The seven steps in exit planning. ✅ What business owners looking to exit should consider. ✅ Interesting conversation on state tax exemption. ✅ The combination of exit planning and estate planning work together.     Contact: Vincent D'Addona MSFS, CLU®, ChFC®, CExP®, RICP®, AEP®   Website: https://www.strategiesforwealth.com/team/vincent-daddona  LinkedIn: https://www.linkedin.com/in/vincedaddona/ Facebook: https://www.facebook.com/StrategiesforWealth/ Company LinkedIn: https://www.linkedin.com/company/strategies-for-wealth/ YouTube: https://www.youtube.com/channel/UCZKYtw_sYasbaq97aeyewfw/featured     #exitplanning #business #businessadvisors #businessplanning   Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 分
  • Ep 011: Due Diligence Matchmaking For Buyers & Sellers

    Ep 011: Due Diligence Matchmaking For Buyers & Sellers
    2023/01/05
    In 2021, Roman launched DueDilio to level the playing field for M&A participants looking for high-quality, cost-efficient due diligence and value-creation solutions. The DueDilio team puts their client’s needs at the forefront of every project and recommendation. Before launching DueDilio, Roman was a co-founder of LegalTech SaaS, the founder of an alternative data consulting firm, and, more recently, bought and sold several online businesses. Here is what to expect on this week’s show: ✅ Why Roman created a marketplace for buyers and sellers.  ✅ Due Diligence includes financial, legal, technology, marketing, and human resources ✅ The three types of service providers within DueDilio ✅ Reviewing the multiple proposals within the marketplace.  ✅ Learn when a marketplace like DueDilio would not make sense for your business.    Connect with Roman: Website: https://www.duedilio.com/ Linkedin: https://www.linkedin.com/in/romanbeylin/ LinkedIn Company Page: https://www.linkedin.com/company/duedilio/ Twitter: https://twitter.com/Due_Dilio hey@duedilio.com  866-376-5544 #exitplanning #business #businessadvisors #businessplanning Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 分
  • Ep 010: 5 Ways To Exit A Business

    Ep 010: 5 Ways To Exit A Business
    2022/12/29
    Stuart H. Sorkin is the founder of Business and Legal Advisors, a business consulting firm that serves start-ups and existing small/mid-size businesses in designing and implementing business growth strategies. Mr. Sorkin has more than 40 years of experience as an entrepreneur, CPA, and attorney licensed to practice in the District of Columbia.  Mr. Sorkin supports clients throughout the United States with the planning, negotiation, and documenting of all forms of transactional work, including choice and formation of business entities; raising of capital and financing; merger and acquisition; real estate acquisition and development; incentive compensation; federal and state income tax planning; succession and retirement planning; estate planning and asset protection; family and charitable gifting strategies; and, family partnerships. Here is what to expect on this week’s show: ✅ Learn why many succession plans, exit strategies, and growth plans fail. ✅ Discussion on the certain advantages of a C Corp over an S Corp. ✅ Create a non-compete agreement by making an employee a stockholder ✅ Phantom equity explanation. ✅ Advice on speaking to your employees about a potential selling of the business.  ✅Why nonqualified deferred comp plans may be good for executives ✅ The top 3 challenges business owners usually don't consider but needs to be addressed.    Connect with Stuart: https://businessandlegaladvisors.com/what-we-offer/ https://businessandlegaladvisors.com/explore-our-resources/books/ https://www.linkedin.com/company/the-business-and-legal-advisors-llc/ #exitplanning #business #businessadvisors #businessplanning Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 分
  • Ep 009: Building a Business To Be Sold

    Ep 009: Building a Business To Be Sold
    2022/12/22
    As an "M&A" attorney, John Carter realized that most small to mid-sized businesses don't transition well - owners rarely achieve their financial and personal goals. John learned that most companies are "lifestyle businesses" and are not built to sell or transition. John determined he could help more business owners by preparing them, their businesses, and all other stakeholders for their inevitable sale or transition. As a result, his passion today is helping business owners achieve their succession planning goals by maximizing the "Transferable Value" of their business and transitioning to their ideal successor... on THEIR terms.  Here is what to expect on this week’s show: ✅ Why a Lifestyle business may not be sellable or transferable.  ✅ The five key value drivers that business owners should practice.  ✅ The difference between a financial and strategic buyer.  ✅ Dr. W. Edwards Deming's theory if it doesn’t get measured, it doesn’t get done.  ✅ When an ESOP makes sense. Listen: https://podcasts.apple.com/us/podcast/exit-your-business-your-way/id1637940215 Connect with John Carter: absolutesuccession.com  jcarter@absolutesuccession.com The survey mentioned in the podcast: https://buildtransferablevalue.com/ #exitplanning #business #businessadvisors #businessplanning Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 分
  • Ep 008: Run Your Business As Though You're Going To Sell It

    Ep 008: Run Your Business As Though You're Going To Sell It
    2022/12/15
    James S. Aussem is a shareholder in the Cleveland law firm of Cavitch Familo & Durkin, Co., LPA, as well as a member of its board of directors and Co-Chair of the Business Practice Group. Mr. Aussem’s practice is focused on succession planning, mergers and acquisitions, estates, and trusts. Listen to this informative episode of Exit Your Business Your Way with host Ross Brannon and James Aussem. Here is what to expect on this week’s show: ✅ What to consider when starting your business and choosing your business entity.  ✅ Do you need income tax or asset protection, and what to know before you pick the jurisdiction for your business?  ✅ The biggest challenge for family businesses planning to exit your business.  ✅ The conversation around operating agreements within the family business.  ✅ The importance of succession and good state equalization planning. ✅ Biggest challenges that prevent businesses from being sold.  Listen: Itunes  Connect with James Aussem Email: jaussem@cavitch.com https://cavitch.com/ https://www.linkedin.com/in/james-aussem-bb73756/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分