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.