In this episode, Josh speaks with Paul Cronin, Partner and Director of Business Development, Successful Transition Planning Institute. Roger talks about transition remorse, some of the causes of it, and what can be done to help business sellers get past this point.
In this episode, Josh speaks with Roger Winsby, President and Co-Founder of Axiom Valuation Services. Roger talks about business valuation, the many reasons why you should have your business valuation done, and how best to go about finding the right valuation firm.
In this episode, Josh speaks with Steve Wershing, President of Entreplanning. Steve talks about client advisory boards, what they are and why you should have one.
In this episode, Josh speaks with John Warrillow, Founder of The Value Builder System. John talks about recurring revenue, business valuation, and strategies for "productizing" your service business.
In this episode, Josh speaks with Rick Kozlowski, Partner at Lisman Leckerling P.C. Rick talks about supplemental compensation plans and what companies need to think about when coming up with supplemental compensation for their senior executive staff.
In this episode, Josh speaks with Lou Bortone, Online Marketing Strategist and Video Marketing Expert at LouBortone.com. Lou gives advice on developing your video strategy, planning your productions, and finding your "sweet spot" for the types of video to produce.
In this episode, Josh speaks with Barbara Taylor, Co-founder, Allan Taylor & Co., a mergers and acquisitions firm. Barbara talks about the things you need to consider and be prepared for when readying your business for sale.
In this episode, Josh speaks with Randy Fox, Editor in Chief of the Planned Giving Design Center. Randy talks about philanthropy, advising business owners on how to make it a bigger part of the company and life, and how to use philanthropy to teach important lessons on money and decision making to their children.
In this episode, Josh speaks with Ted Castle, Owner and President of Rhino Foods. Ted talks about "B Corps" (benefit corporations), and the experience Rhino Foods has had in being a "B Corp"
In this episode, Josh speaks with Steve Ciepela, President of Charles Stephen, a wealth managment firm in Albuquerque, NM. Several years ago, Steve's partner in the firm died unexpectedly. Steve discusses what they had done, and what you should do to protect your family and business in the event of an unexpected loss.
In this episode, Josh speaks with attorney John A. Warnick, the founder of the Purposeful Planning Institute. John explains the purposeful trust and the difference between it and other types of trusts.