In this episode, Josh speaks with Ron Nakamoto, CEO of Empowered Wealth. Ron talks about Empowered Wealth and how it seeks to reverse the trend of familes losing their wealth by the fourth generation.
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.
In this episode, Josh speaks with Peter Asch, Owner and CEO of Twincraft Skincare. Peter explains positive corporate culture and why it is important to an organization.
In this episode, Josh speaks with John Murphy, an Executive Coach with John Murphy International. John explains the purpose of an Executive Coach and why they are important to a business owner.
In this episode, Josh speaks with Chris Mercer, Founder and CEO of Mercer Capital. Chris discusses private company valuations and his book "Unlocking Private Company Wealth: Proven Strategies and Tools for Managing Wealth in Your Private Business".
In this episode, Josh speaks with John Crabbe, Owner and Founder of the Vermont Tent Company. John discusses the process he is going through in selling his company to his long time management team.
In this episode, Josh speaks with Kevin Short, Managing Partner & CEO of Clayton Capital Partners. Kevin discusses "The Outrageous Deal", where businesses are able to sold for several times what typical businesses in their market niche are sold for.
In this episode, Josh speaks with John Mill, Author of the book "Hire Your Buyer: a Philosophy of Value Creation". In it John discussses his unique strategy for finding a good business succession option.
This episode Josh interviews Tom Deans, who has spent his life in and around private businesses. In his first book, Tom questions common wisdom about whether it is wise to give the family business to your children instead of having them buy it. Tom is here though to discuss his second book, which talks about the need for families to have deep conversations about the wishes of elders when it comes to estate planning. We learn why having an annual family meeting leads to healthy family relationsships that last for generations.