ExitReadiness®️ PODCAST
By ENNIS Legacy Partners
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Category: Entrepreneurship
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Episodes: 190
Description
Most business owners will leave their business one day. Few are ready when that day comes. The ExitReadiness® Podcast helps you change that.
Hosted by Pat Ennis, CExP™ and Walter Deyhle, CPA, CExP™, CEPA of ENNIS Legacy Partners, each episode features candid conversations with subject-matter experts across M&A, finance, law, leadership, and personal planning — giving you the practical insights you need to build a sellable business and exit on your own terms and conditions.
Topics include building transferable value, exit route options, buy-sell agreements, tax planning, business continuity, management development, and what life after the exit actually looks like. Whether you're 10 years out or 10 months out, there's something here for you.
Subscribe wherever you listen — and visit exitreadiness.com to take your free ExitReadiness® DIY™ Assessment.
Hosted by Pat Ennis, CExP™ and Walter Deyhle, CPA, CExP™, CEPA of ENNIS Legacy Partners, each episode features candid conversations with subject-matter experts across M&A, finance, law, leadership, and personal planning — giving you the practical insights you need to build a sellable business and exit on your own terms and conditions.
Topics include building transferable value, exit route options, buy-sell agreements, tax planning, business continuity, management development, and what life after the exit actually looks like. Whether you're 10 years out or 10 months out, there's something here for you.
Subscribe wherever you listen — and visit exitreadiness.com to take your free ExitReadiness® DIY™ Assessment.
| Episode | Date |
|---|---|
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Three Actions to Become Less Central to Your Business Ft. Laurie Barkman
|
May 21, 2026 |
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How AI Impacts What Your Business is Worth Ft. Janet Waring
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May 14, 2026 |
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The Role AI Can Play in Sensitive Partner Negotiations Ft. David Gage
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May 01, 2026 |
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NEXT ACT Series: Life After the Business Ft. David Young
|
Apr 23, 2026 |
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The Benefits of an ESOP in a Family Business Ft. Kelly Finnell
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Apr 16, 2026 |
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A Tax Smart Exit Ft. Ed Cotney
|
Apr 01, 2026 |
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A Successful ESOP Story Ft. Tim Rettig
|
Mar 12, 2026 |
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Due Diligence in M&A Transactions: Why First-Time Buyers Should Avoid Analysis Paralysis Ft. Michael Mercurio
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Feb 26, 2026 |
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What Does a Fractional EOS Integrator Do? Ft. Dave Lokos
|
Feb 19, 2026 |
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An Often Overlooked Risk in Funding Buy - Sell Agreements – Disability Buy Out Ft. Mark Gage
|
Feb 12, 2026 |
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Unlocking Tax Savings with Section 1202
|
Jan 29, 2026 |
|
AI & EXIT PLANNING Series: Initial Thoughts About AI and Exit Planning? Ft. John F. Dini
|
Jan 15, 2026 |
|
Building a Cost Management System That Protects and Increases Business Value Ft. Duane Deason
|
Jan 01, 2026 |
|
NEXT ACT Series: A Post-Exit Story Ft. Andrew Walen
|
Dec 05, 2025 |
|
AI & EXIT PLANNING SERIES: De-Mystifying AI Ft. Nick Damoulakis
|
Nov 21, 2025 |
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Exit Like a Boss Ft. Dr. Craig West
|
Nov 13, 2025 |
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Redesigning Life After the Business – Letting Go and Moving Forward Ft. Patti Julber
|
Oct 30, 2025 |
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Controlling Your Company’s Future Ft. Tim Van Mieghem
|
Oct 15, 2025 |
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How EOS Helped Me Sell My Business for Max Value Ft. Dave Lokos
|
Oct 02, 2025 |
|
Protecting Personal Assets with the Right Insurance Coverage Ft. Bryan Aguirre
|
Sep 18, 2025 |
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Utilizing Donor Advised Funds and Private Foundations When Selling or Transferring a Business Ft. Lisa Heller
|
Sep 03, 2025 |
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People Strategy for M&A Due Diligence and Integration Ft. Rachel Platt
|
Aug 20, 2025 |
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Building a Transferable Business with Values-Based Leadership Ft. Sarah Goelitz
|
Jul 30, 2025 |
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What Investors Want: Building a Financial Discipline to Attract Capital ft. Jason Kruger
|
Jul 16, 2025 |
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What's Changing in Incentive Compensation? Ft. Elizabeth Mower
|
Jul 02, 2025 |
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Customer Feedback’s Impact on Exit Value Ft. Eli Portnoy
|
Jun 18, 2025 |
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Why Successful Employers Understand that Empathy is Actually a Superpower Ft. Marc R. Engel
|
Jun 04, 2025 |
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Key Steps Business Owners Should Take to Improve Cyber Resilience Prior to Exit Ft. Brian Guenther
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May 21, 2025 |
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Lessons Learned in Selling My Business Ft. Wayne Cates
|
Apr 30, 2025 |
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How Podcasting Helps Build A Transferrable Business Ft. Joe Ennis
|
Apr 16, 2025 |
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The Legal Do's and Don't of Internal Transactions Ft. Paul Schwinn
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Apr 02, 2025 |
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Employee Ownership Trusts versus Employee Stock Ownership Plan (ESOP). Ft. Loren Rodgers
|
Mar 05, 2025 |
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What Happens Between The LOI and The Deal Table Ft. Todd Taskey
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Feb 19, 2025 |
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Three Main Reasons Business Sales Fail and How to Avoid Them Ft. Christine Nicholson
|
Jan 30, 2025 |
|
The Ikigai Blueprint: Discovering Passion, Purpose, and Potential Ft. Joe Markovitch
|
Jan 17, 2025 |
|
An Exit Planning Checklist for 2025
|
Dec 18, 2024 |
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Giving Feedback to Employees Ft. Sarah Goelitz
|
Dec 04, 2024 |
|
Mastering Earnouts: Strategies and Best Practices Ft. Scott Taylor
|
Nov 20, 2024 |
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An Overlooked Risk in Management Buy-Outs Ft. David Gage
|
Oct 30, 2024 |
|
Common Pitfalls for the Mid-Market Seller Ft. Richard Phillips
|
Oct 16, 2024 |
|
The Current State of Non-Competes and Other Restrictive Agreements Ft. Marc Engel
|
Oct 02, 2024 |
|
Preserving and Enhancing Industrial Legacies in the US Ft. Jules Brenner
|
Sep 18, 2024 |
|
Casting Vision with the Monroe Motivational Sequence Ft. Vinca LaFleur
|
Sep 04, 2024 |
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SBA Loans for Growth & Exit Ft. Jarred Ricks
|
Aug 15, 2024 |
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Protecting Value with Risk Management and Controls Ft. Mac Lillard
|
Jul 31, 2024 |
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The Benefits of Using a Professional Employer Organization (PEO) Ft. Andy Schuman
|
Jul 17, 2024 |
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Understanding a Buyer’s Point of View Ft. David C. Barnett
|
Jul 03, 2024 |
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Lessons Learned From Fielding Acquisition Offers Ft. Nick Fogle
|
Jun 19, 2024 |
|
Engaging with Investor Email Inquiries Ft. Mark Gartner
|
May 29, 2024 |
|
Is Performance Management a Good Idea? Ft. Sarah Goelitz
|
May 15, 2024 |
|
When Can Good Income Tax Planning Hurt My Exit?
|
May 01, 2024 |
|
Five Essential Tips for Donating Business Interests Ft. Laurie Roche & Glenn Garbutt
|
Apr 17, 2024 |
|
AI and The Future of Selling Ft. Andre Yee
|
Mar 27, 2024 |
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4 Key Ways to Maximize Valuation for a Successful Exit Ft. Verne Harnish
|
Mar 13, 2024 |
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Implementing New Technology in Advance of a Business Ft. Mac Lillard
|
Mar 06, 2024 |
|
Forecasted Risk for 2024 and Beyond Ft. Melissa Musser
|
Feb 14, 2024 |
|
Equipping Your Successor for Ownership
|
Jan 31, 2024 |
|
Systems: Trust the Process Ft. Jason Henderberg
|
Jan 17, 2024 |
|
An Exit Planning Checklist for 2024
|
Jan 03, 2024 |
|
Top 7 Reasons Why M&A Deals Fail Ft. Dan Doran
|
Dec 20, 2023 |
|
Business Valuations for Gifting, Estate Settlement, Divorce, and Shareholder Disputes
|
Nov 29, 2023 |
|
Delegating with Less Terror Ft. Sarah Goelitz
|
Nov 16, 2023 |
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W2s, 1099s, and Protecting Business Value Ft. Linda McNally
|
Nov 01, 2023 |
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Delivering Great Results in Challenging Times Ft. Bruce Cazenave
|
Oct 18, 2023 |
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The Advantages of a Private Equity Deal Ft. Channing Hamlet
|
Oct 04, 2023 |
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What Private Equity Buyers Want to Know About Your Company BEFORE They Write the Check Ft. Tim Van Mieghem
|
Sep 20, 2023 |
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Tax Considerations of Earnouts When Buying or Selling a Business
|
Aug 30, 2023 |
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Creating Business Value with Documented Systems Ft. Josh Fonger
|
Aug 16, 2023 |
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The Psychological and Emotional Challenge of Exit and Succession Ft. Elizabeth Carr P.H.D., Cherie Morris
|
Aug 02, 2023 |
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WHY PLAN NOW? I’M NOT READY TO EXIT…
|
Jul 19, 2023 |
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Avoiding Succession Pitfalls Ft. Laurie Barkman
|
Jul 05, 2023 |
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Where Good Leaders Go Wrong Ft. James G. “Big Red” Wetrich
|
Jun 21, 2023 |
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The Five Capitals and Life After the Business Ft. Cory Carlson
|
May 31, 2023 |
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The Pros and Cons of Structured Installment Sales Ft. Steve Pilger
|
May 17, 2023 |
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Can Employee Development Result in a Sellable Business and Successful Exit? Ft. Catherine Allen and Ed Offterdinger
|
May 03, 2023 |
|
Should You Use A Life Insurance LLC When Funding Your Buy-Sell Agreement?
|
Apr 19, 2023 |
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What’s Your Number?
|
Mar 29, 2023 |
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Minimizing Taxes at Sale with a Section 664 Business Owners Trust Ft. Roger D. Silk, PhD
|
Mar 15, 2023 |
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Understanding IRS Code Section 409A and Non-Qualified Deferred Compensation Ft. Mark Canada
|
Mar 01, 2023 |
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Common Blind Spots in Building Business Value Ft. Joe Durnford
|
Feb 15, 2023 |
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Business Acquisitions and a Successful Exit Ft. Orrin Klopper
|
Feb 01, 2023 |
|
An Exit Planning Checklist For 2023
|
Dec 21, 2022 |
|
Beginners Guide to Sales Forecasting Ft. Chris Tully
|
Nov 30, 2022 |
|
What Should I Work On If I Want to Sell In 2-3 Years?
|
Nov 16, 2022 |
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The Unique Challenge of Being Married and Running a Business Ft. Robert and Kay Lee Fukui
|
Nov 02, 2022 |
|
Estate Planning for Business Owners Ft. Attorney Micah Bonaviri
|
Oct 19, 2022 |
|
An Alternative to Non-Qualified Deferred Compensation Plans Ft. Larry Bell
|
Oct 05, 2022 |
|
Selling Your Business to Insiders – Part Two
|
Sep 21, 2022 |
|
Selling Your Business to Insiders - Part One
|
Aug 31, 2022 |
|
Testing the Waters Is A Bad Idea
|
Aug 17, 2022 |
|
Business Continuity: A Plan For The Unexpected
|
Aug 03, 2022 |
|
Why Do I Need To Start Planning Now???
|
Jul 20, 2022 |
|
Working Capital and Preparing for a Business Sale Negotiation
|
Jun 30, 2022 |
|
Do You Have A Rembrandt In Your Business Attic? Ft. Erin Austin
|
Jun 15, 2022 |
|
Simplifying Your Website Marketing Strategy Ft. Michael “Buzz” Buzinski
|
Jun 01, 2022 |
|
Boutique Professional Services Firms and Scalability Ft. Greg Alexander
|
May 18, 2022 |
|
“Naming a Successor? That’s A Bit Difficult" Ft. Elizabeth Carr Ph. D. and Cherie Morris J.D
|
May 04, 2022 |
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The Intersection of Business Reputation and Cyber Security Ft. Darren Hulem
|
Apr 20, 2022 |
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A Successful ESOP Story Ft. Kris DenBesten
|
Apr 06, 2022 |
|
My Employees Want Equity…What Should I Do? Ft. Paul Younkins
|
Mar 30, 2022 |
|
Buy-Side Considerations Ft. Laurie Barkman
|
Mar 23, 2022 |
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Improving Processes with The Right Technology Ft. Andrea Dunathan
|
Mar 03, 2022 |
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The Importance of Listening Skills in Building the Value of Your Business Ft. Christine Miles
|
Feb 16, 2022 |
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Wrong Assumptions Resulting in Bad Exits Ft. John Dini
|
Feb 02, 2022 |
|
Key Takeaways from the 2021 10X Exit Plan Summit Ft. Scott Duke
|
Jan 19, 2022 |
|
Form 8594 and Negotiating the Sale of Your Business
|
Jan 05, 2022 |
|
An Exit Planning Checklist for 2022
|
Dec 15, 2021 |
|
Due Diligence and Quality of Earnings Analysis
|
Dec 01, 2021 |
|
How a Lack of Planning Can Impact Your Surviving Spouse and Family Ft. Stuart Sorkin
|
Nov 17, 2021 |
|
Tax Implications of Corporate Reorganizations
|
Nov 03, 2021 |
|
Why Manager Training Is More Important Than Ever Ft. Marc Engel
|
Oct 20, 2021 |
|
Improving Profitability & Efficiency with The Right Technology Ft. Scott Hobbs
|
Sep 29, 2021 |
|
Legal and Tax Considerations When Structuring an Insider Sale Ft. Mark Schweighofer
|
Sep 15, 2021 |
|
Improving Your Marketing Strategy in the Midst of Rapid Change Ft. Tobin Lehman
|
Sep 02, 2021 |
|
“When You Start Making A Big Decision, First Talk with The People Involved” Ft. Sam Klaidman
|
Aug 25, 2021 |
|
Accrual Accounting Versus Cash Basis Accounting and Your Exit
|
Aug 11, 2021 |
|
Building Sellable Value Through Objectives and Key Results (OKRs) Tim Meinhardt
|
Jul 21, 2021 |
|
The Importance of Sales & Revenue Growth for a Successful Exit Ft. Chris Tully
|
Jun 30, 2021 |
|
What Makes A Small Business "Bankable"? Ft. Afreen Husain
|
Jun 16, 2021 |
|
Ensuring Tomorrow: How to Effectively Choose and Prepare Your Successor Ft. Michael Beck
|
Jun 02, 2021 |
|
The 10 Biggest Profit Mistakes Ft. Michelle Seiler Tucker
|
May 19, 2021 |
|
Your Guide to Successful Branding Ft. Liz Johnson
|
May 06, 2021 |
|
Profits Interest as Key Employee Incentive-Based Compensation
|
Apr 21, 2021 |
|
Who Am I Without My Business? Ft. Denise Logan
|
Mar 31, 2021 |
|
Exiting Your Business Post-Covid
|
Mar 17, 2021 |
|
How to Sell A B2B Services Business for Top Dollar Without an Earnout Ft. Pete Martin
|
Mar 03, 2021 |
|
Common Mistakes Business Owners Make Ft. Scott Bushkie
|
Feb 17, 2021 |
|
Phantom Stock as an Employee Incentive Plan Ft. Paolo Pasicolan
|
Feb 03, 2021 |
|
Growing Up Through Value Acceleration Ft. Scott Snider
|
Jan 20, 2021 |
|
Exit Planning in 2021 Ft. Elizabeth Mower
|
Dec 31, 2020 |
|
Choosing the Right Business Structure Ft. Stephen Boisvert
|
Dec 16, 2020 |
|
Buy-Sell Agreements for Multiple-Owner Businesses
|
Dec 02, 2020 |
|
Business Continuity: A Plan for The Unexpected
|
Nov 18, 2020 |
|
Protecting Value Through Cyber Risk Management Ft. Melissa Musser
|
Nov 05, 2020 |
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Growing Your Business Through Acquisition Ft. Carl Allen
|
Oct 21, 2020 |
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Why Business Owners Should Consider Producing a Podcast Ft. Joe Ennis
|
Oct 07, 2020 |
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The Importance of Key Person Insurance in Protecting Your Business Ft. Bill Betz
|
Sep 30, 2020 |
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Key Ingredients For A Successful Negotiation
|
Sep 02, 2020 |
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Return to Work Issues: Where We Were, Where We Are, And Where We’re Going Ft. Marc Engel
|
Aug 19, 2020 |
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Next-Level Management and Transferable Value Ft. Andrew Mahr
|
Jul 29, 2020 |
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Transition, Transaction, Trepidation: The Three Hurdles In Every Successful Exit Ft. John Hrastar
|
Jul 15, 2020 |
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Phased Planning With Elizabeth Mower
|
Jun 24, 2020 |
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A Banking Update With Jenn Loges
|
Jun 10, 2020 |
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What's Next? Ft. Dr. Alan Kemper
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May 27, 2020 |
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Planning For Life After The Business Ft. Joanne Waldman
|
May 20, 2020 |
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Business Value is Found in the HR Department Ft. Jeremy Francese
|
May 06, 2020 |
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ESOPs As An Exit Route Ft. Keith Apton
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Apr 28, 2020 |
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Preserve Business Value With Employee Agreements Ft. Marc Engel
|
Apr 10, 2020 |
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Entity Wide Strategies to Navigate Your Organization During the COVID Crisis Ft. Melissa Musser
|
Mar 27, 2020 |
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SBA Disaster Loans: What Business Owners Need To Know Now Ft. Jenn Loges
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Mar 18, 2020 |
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How To Increase Business Valuation & Decrease Owner’s Responsibility Ft. John Brown
|
Mar 13, 2020 |
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How Does The SECURE ACT Impact Business Owners?
|
Mar 03, 2020 |
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Planning Steps For Owners With 20 Or Less Employees Ft. John Dini
|
Feb 26, 2020 |
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The Importance of Alignment in Building Business Value Ft. Dave Ramos
|
Feb 13, 2020 |
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Saving State Income Taxes By Selling A Business Through A Delaware Trust Ft. Kalimah White
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Jan 27, 2020 |
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How to Confidently Take On Debt to Fund Your Growth Ft. Jenn Loges
|
Jan 10, 2020 |
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Taking A Proactive Approach In Optimizing Your Business Real Estate Ft. Dan Falls
|
Dec 12, 2019 |
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How to Become the Firm Everyone Wants to Buy Ft. Lee Frederiksen, PhD
|
Dec 04, 2019 |
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The Importance of Employee Engagement in Building Value for a Successful Exit Ft. Alan Kemper
|
Nov 21, 2019 |
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A Plan For Growth And A Successful Exit
|
Nov 14, 2019 |
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A Banker’s Perspective on Financial Due Diligence Ft. Matthew Mapes and Ryan Goral
|
Oct 24, 2019 |
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Using a Charitable Lead Annuity Trust (CLAT) To Generate a Tax Deduction in the Year of a Business Sale Ft. Jonathon Morrison
|
Oct 10, 2019 |
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How To Upgrade Your Sales Process For Predictable Results Ft. Ken Smith
|
Sep 25, 2019 |
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Cash Balance Retirement Plans & Your Business Exit Ft. Erik Fromm and Les Risell
|
Sep 12, 2019 |
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Utilizing the Opportunity Zones to Maximize After-Tax Returns When Selling Your Business
|
Sep 02, 2019 |
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De-Risk w/Management of Your Third-Party Population (vendors, contractors, etc) ft. Paul Schrantz
|
Sep 02, 2019 |
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Is Crowd Funding A Viable Source Of Capital For Business Growth And Acquisition? Ft. Lorette Farris
|
Sep 02, 2019 |
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The Use of a Revocable Trust in Transferring Ownership of Your Business at Death ft. Micah Bonaviri
|
Sep 02, 2019 |
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Critical Mistakes That Keep You From Growing Your Top Line on LinkedIn. Ft. Kelly Leonard
|
Sep 02, 2019 |
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Why Should a Business Owner Build To Sell? Ft. John Warrillow
|
Sep 02, 2019 |
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What You Can Expect From Due Diligence When Selling Your Business Ft. Sharon Heaton
|
Sep 02, 2019 |
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The Role of an M&A Attorney in a Sale Transaction w/ Attorney Scott Taylor
|
Sep 02, 2019 |
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Navigating the Boomer Bust with John Dini
|
Sep 02, 2019 |
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Common Pricing Mistakes Made by Business Owners - Interview with Robert Fukui
|
Sep 02, 2019 |
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The Key Elements of a Successful Insider Sale Featuring Elizabeth Mower
|
Feb 12, 2019 |
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How Healthy Partner Relations Can Preserve the Value of Your Business Ft. David Gage
|
Aug 29, 2018 |
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Charitable Planning for Transitioning Business Owners Featuring Phil Cubeta
|
Aug 29, 2018 |
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Overlooked Employment Risk Areas for Exit Planning Featuring Christine Johnson
|
Aug 29, 2018 |
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Captive Insurance Companies Featuring Rick Gow
|
Aug 29, 2018 |
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Knowing Your 'Why' and Preparing for a Successful Exit Featuring Beth Berman
|
Aug 29, 2018 |
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Minimizing Risks Related to Data Security and Privacy Featuring Dave Greber
|
Aug 29, 2018 |
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The Importance of a well-drafted Buy-Sell Agreement Featuring Larry Bell
|
Aug 29, 2018 |
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Relevant Habits for a Successful Business Owner Exit Featuring Maura Fredericks
|
Aug 29, 2018 |
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How Can a Business Owner Better Develop Their Successor? Featuring Michael Beck
|
Aug 29, 2018 |
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How Important Are Retirement Plans When Selling Your Business? Featuring Chris Schaefer
|
Aug 29, 2018 |
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The Changing Role of an Owner in the Successful Exit of Their Business Ft. John Hraster
|
Aug 29, 2018 |
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Expensive Sentences Featuring Jack Quarles
|
Aug 29, 2018 |
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Expensive Mistakes When Buying & Selling CO'S Featuring Stuart Sorkin
|
Aug 29, 2018 |
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Growth through Acquisition Featuring Matt Craft
|
Aug 29, 2018 |
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Business Valuations & Exit Planning Featuring Walter Deyhle
|
Aug 29, 2018 |