Exit Coach Radio

Scott McLean, of McLean Advisory Group, is also the author of “Three Blind Mice,” a book intended to help prevent people from ending up in a #financial mousetrap. With over 35 years of experience, Scott’s expertise cannot be denied, and his client retention rate further proves this. He prioritizes client relationships so they can truly be on the same page and make the wisest decisions together.  Throughout his interview, Scott discusses the significance of an advisor’s relationship with their client. Planning for #retirement is not a cookie-cutter process. He also stresses the importance of education and sharing a common understanding of definitions and philosophy. The current process is somewhat impersonal and separated, but Scott breaks down the importance of having a cohesive relationship between #advisors, lawyers, and accountants.

  With a 10-year radio career overlapping 20 years in business consulting, marketing, and branding, Lisa Caprelli strategically uses content and message branding to grow companies. Known for inspiring business leaders to be innovative, she has helped businesses grow, including Fortune 500 companies. Her media career has included The Business Experience Show, The Free Money Hour, and other programs on stations like 97.1 FM, KFWB, KNX 1070, KFMB, and KABC, as well as real estate finance and motivational books. Be sure and pick up a copy of her book "Color Your Message" on Amazon!  

Steve Van Valin, Founder and CEO of Culturology, helps companies shape a culture that is engaged to innovate. At Culturology, they specialize in contemporary cultures where people need to be competitive, especially customer-facing businesses looking for a unique edge. A business’s culture is much like a personality and determines the common expectations people have when working together. By shaping the culture intentionally, you can help your team be more innovative and engaged.  In his interview, Steve discusses high-level tactics of culture design and how it can contribute to innovation. He highlights the importance of being an expert at the creative process in order to facilitate more creativity from your team. While the phrase may seem paradoxical, Steve encourages you to plan time for spontaneous interactions. Steve also proposed the idea of “addition by subtraction,” meaning sometimes it takes removing barriers in order to help employees become more innovative. Steve’s insight is a powerful tool for

                      Mahyar Ghassemian, Ghassemian Law Group, APC  discusses common legal problems and protection strategies, as well as tips and ideas for Business Owners.  

Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated and is going to talk about hot to build a sustainable, scalable, and sellable business utilizing her proven techniques outlined in her newest book Exit Rich®. Some of the questions she answers in this interview: What are some of the biggest mistakes you see business owners make? Why is it important to plan your exit strategy from day one using the ST GPS Exit Model? The big thing that you talk about is the ST 6 P Method to sell your business for huge profits. Can you tell us what the 6 P’s are and why they are so important? Michelle has written a great upcoming book, Exit Rich. You can find more information on the book and receive additional benefits from purchasing the book on exitrichbook.com

Terry Hawkins, Founder and CEO of People in Progress Global, has been helping businesses build and use powerful systems, as well as shape workplace cultures, for over 25 years. Terry has been listed as one of the top 60 motivational speakers in the world and is also the author of “Why Wait to be Great? It’s Either Now or Too Late.” Originally finding success in Australia, after moving to the US, she found her old ways weren’t working. This led her to essentially restart from the ground up, and she has since come out the other side with a stronger business and even greater sense of purpose.  Her passion is making a difference, and in Terry’s interview, she emphasizes the importance of having very clear goals and passions. She dissects the process of mastery and cites routines and well-structured processes as key players in goal achievement. While Terry’s personality helped her business growth in Australia, she found it to be exhausting and not effective in America, which sparked her to reconsider business a

Lee Goldberg, Transactional Attorney and owner of the Law Offices of Lee R. Goldberg, is an expert at growing businesses’ value through exit planning strategies. He’s had over 33 year experience and seen millions of dollars left on the table due to lack of plan. Lee’s mission is to help his clients keep more of the money they earn and protect their wealth for generations to come. Lee knows firsthand that you should not wait to plan your exit strategy. In his interview, Lee shares a valuable collection of information we don’t always hear when talking about exit planning. Specifically, he gives 8 tips for what you should do now to better prepare your exit planning strategy. Lee shares valuable insight on what buyers look for before committing to buying a business. He also shares powerful ways to increase your EBITDA. Proper exit planning is an effective way to drive up your business value, but it takes time and expertise, don’t miss out on Lee’s indispensable wisdom. 1-Minute Sections:  3:09-4:06: Why havi

John Whitt of BusinessWhitt shares his tips, ideas & precautions so you can be well planned!    

Casey Brown is in the business of helping companies substantially increase profits through better pricing and in this interview she talks about value-based pricing and some other key pricing best practices. Questions Discussed: 1. Casey, companies in very competitive industries often say they have little to no pricing power and that they must compete on price. What do you say to those companies? 2. Casey, in an average selling conversation, who is most focused on price: the buyer or the seller? 3. Casey, what do you say to companies setting prices based on a cost-plus model? Contact info: Email Address casey@precisionpricingllc.com Website www.precisionpricingllc.com                      

Natalie Elisha Gold, Provisors member and Managing Attorney at Gold Legal Group, LLP., is in the business of protecting your legacy and the legacy of your business and clients. After a life-changing injury in her youth, she was motivated to change the world and at age 24 started her own law firm. Natalie aims to help people leave something better behind for their children and implement trusts which will preserve wealth to the fullest extent possible. Her strategic approach to wealth preservation is truly essential to having a highly successful estate plan. In her interview, Natalie discusses estate planning as a way to protect your independence and privacy. Without a plan, your family will be faced with time-consuming litigation and expensive attorney and court fees. Natalie knows that the best way to preserve your wealth is getting your estate plan sorted out while you’re still able, and continuing to update it as necessary. A legal fee is a drop in the bucket compared to the money you’ll save by having a w

In this 1 minute highlight, Linda Duffy, President and Founder, Ethos Human Capital Solutions discusses the importance of focusing on the effectiveness of your Management Team. ExitCoachRadio.com - Great Advice from Great Advisors!  Listen to Daily interviews and tell your Business Owner friends!

Steven Snyder is author of the book Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion.    Questions Answered:    1) What is Focused Passion? 2) How can it help readers to become mindful? 3) What are the benefits of living with less stress and more passion?    Contact Info:    Website: www.FocusedPassion.com Email: steven.snyder@mac.com Focused Passion: How to be Better, Faster, Smarter, and Happier, with Far Less Stress, and Much More Passion is available on Amazon in paperback and on Kindle.       

Steve Ciepiela owns a well known Planning Company. 10 years ago he experienced every business owners nightmare - the sudden death of his friend and partner. Listen to his interview with Josh Patrick as he describes the experience, and how he was prepared, and what he learned from the experience. You can contact Steve at Sciepiela@charlesstephen.com  

To Read This Episode's Transcript: Click Here Back with us again is Andy Gole, of Urgency Based Selling. He’s been helping business owners improve profitable sales for the last 27 years. Andy is also a Vistage member, is the author of “Innovation Now,” and has a storied history in all areas of selling. He has important information regarding sales during Covid to share. In his interview, Andy discusses some reasons why you should still be reaching out to your clients, despite the current crisis. He explains the idea that if you may be able to help them succeed, there is no reason you shouldn’t reach out. Andy gives powerful insight on the power of creating a sense of urgency when selling and discusses the central paradox of selling. Additionally, in light of the increasingly virtual world, Andy also has some tips for more successful email campaigns. Don’t miss out on Andy’s powerful tips that will help you increase your sales. 1-Minute Sections: 5:28-6:32: The central paradox of selling. 7:26-8:28: Pa

In this 20 minute interview, Heath Goldman, Financial Architect of ICON Wealth & Legacy Partners, discusses how he works with clients as an "Architect" to add thought and structure to complex plans. He also talks about popular tax minimization and other financial strategies that tax-weary business owners are exploring to minimize the many layers of taxes on wealth.        

Here's a 1 minute highlight from an interview with one of our Guests. Find their full interview at www.ExitCoachRadio.com -- just click "Audio Library" in the "LISTEN" section and enter their name to sell all of their interviews! Jim Immel, Founder of Immel and Associates, Inc. explains how Clarity is critical before implementing plans and being clear about your questions is key.  Transcript:  Jim: One of the things to realize is, that when we're helping these individuals, they could be asking the wrong questions. And, I just think that a lot of times what I see is that things move too fast, that we actually ask the business owner what they want, and we actually believe the answer that they give us. And, one of the realities is, they may tell you the answer to that, but they may have started down the wrong path by asking the wrong question upfront, and now they're starting to run down a pathway that might cause either themselves, from a tax stand point, or the employee standpoint, or even from a cust

Daniel Sachs has an interesting background and a new book, The Million Dollar Greeting - that you will enjoy hearing about.      

Craig West discusses the impact exit planners can have by helping prepare financial, business, and personal matters. Transcript:  Craig: The big change for me, and certainly for most of my advisors and people that have done the secret program in Australia, or a lot of the I would imagine who have done it here, is that you're actually doing something quite tangible that really helps a business owner in terms of their financial and personal lifestyle outcome. So, as an accountant, I used to lodge tax returns and I used to lodge lots of other compliance documents, and at the end of the day, you really don't help people. But, if you can get an exit plan right, and I've got a number of examples where I've worked with clients over 3-5 years to really prepare them, their family, their business, their financials, their personal situation for an exit, and if you can achieve that very successfully, you make a substantial difference to that person and their family.     

Here's a 1 minute highlight from one of our Exit Coach Network Shows. Find the full interview at www.ExitCoachRadio.com -- just click "Exit Coach Network" in the "LISTEN" section and click on the show name to hear the full interview! Patti Cotton discusses getting to the details, and how to engage clients and business owners with specific topics.  Audio library: www.ExitCoachRadio.com. Be Sure to Visit Our Advisor List!