ExitReadiness®️ PODCAST
By ENNIS Legacy Partners
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Category: Entrepreneurship
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Episodes: 141
Description
Hosts Pat Ennis (ENNIS Legacy Partners) and Walter Dehyle (GRF CPAs & Advisors) interview subject-matter experts on topics related to building transferable business value and business exit planning and strategies.
| Episode | Date |
|---|---|
|
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 |
|
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 |
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Forecasted Risk for 2024 and Beyond Ft. Melissa Musser
|
Feb 14, 2024 |
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Equipping Your Successor for Ownership
|
Jan 31, 2024 |
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Systems: Trust the Process Ft. Jason Henderberg
|
Jan 17, 2024 |
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An Exit Planning Checklist for 2024
|
Jan 03, 2024 |
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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 |
|
W2s, 1099s, and Protecting Business Value Ft. Linda McNally
|
Nov 01, 2023 |
|
Delivering Great Results in Challenging Times Ft. Bruce Cazenave
|
Oct 18, 2023 |
|
The Advantages of a Private Equity Deal Ft. Channing Hamlet
|
Oct 04, 2023 |
|
What Private Equity Buyers Want to Know About Your Company BEFORE They Write the Check Ft. Tim Van Mieghem
|
Sep 20, 2023 |
|
Tax Considerations of Earnouts When Buying or Selling a Business
|
Aug 30, 2023 |
|
Creating Business Value with Documented Systems Ft. Josh Fonger
|
Aug 16, 2023 |
|
The Psychological and Emotional Challenge of Exit and Succession Ft. Elizabeth Carr P.H.D., Cherie Morris
|
Aug 02, 2023 |
|
WHY PLAN NOW? I’M NOT READY TO EXIT…
|
Jul 19, 2023 |
|
Avoiding Succession Pitfalls Ft. Laurie Barkman
|
Jul 05, 2023 |
|
Where Good Leaders Go Wrong Ft. James G. “Big Red” Wetrich
|
Jun 21, 2023 |
|
The Five Capitals and Life After the Business Ft. Cory Carlson
|
May 31, 2023 |
|
The Pros and Cons of Structured Installment Sales Ft. Steve Pilger
|
May 17, 2023 |
|
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 |
|
What’s Your Number?
|
Mar 29, 2023 |
|
Minimizing Taxes at Sale with a Section 664 Business Owners Trust Ft. Roger D. Silk, PhD
|
Mar 15, 2023 |
|
Understanding IRS Code Section 409A and Non-Qualified Deferred Compensation Ft. Mark Canada
|
Mar 01, 2023 |
|
Common Blind Spots in Building Business Value Ft. Joe Durnford
|
Feb 15, 2023 |
|
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 |
|
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 |
|
The Intersection of Business Reputation and Cyber Security Ft. Darren Hulem
|
Apr 20, 2022 |
|
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 |
|
Improving Processes with The Right Technology Ft. Andrea Dunathan
|
Mar 03, 2022 |
|
The Importance of Listening Skills in Building the Value of Your Business Ft. Christine Miles
|
Feb 16, 2022 |
|
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 |
|
Growing Your Business Through Acquisition Ft. Carl Allen
|
Oct 21, 2020 |
|
Why Business Owners Should Consider Producing a Podcast Ft. Joe Ennis
|
Oct 07, 2020 |
|
The Importance of Key Person Insurance in Protecting Your Business Ft. Bill Betz
|
Sep 30, 2020 |
|
Key Ingredients For A Successful Negotiation
|
Sep 02, 2020 |
|
Return to Work Issues: Where We Were, Where We Are, And Where We’re Going Ft. Marc Engel
|
Aug 19, 2020 |
|
Next-Level Management and Transferable Value Ft. Andrew Mahr
|
Jul 29, 2020 |
|
Transition, Transaction, Trepidation: The Three Hurdles In Every Successful Exit Ft. John Hrastar
|
Jul 15, 2020 |
|
Phased Planning With Elizabeth Mower
|
Jun 24, 2020 |
|
A Banking Update With Jenn Loges
|
Jun 10, 2020 |
|
What's Next? Ft. Dr. Alan Kemper
|
May 27, 2020 |
|
Planning For Life After The Business Ft. Joanne Waldman
|
May 20, 2020 |
|
Business Value is Found in the HR Department Ft. Jeremy Francese
|
May 06, 2020 |
|
ESOPs As An Exit Route Ft. Keith Apton
|
Apr 28, 2020 |
|
Preserve Business Value With Employee Agreements Ft. Marc Engel
|
Apr 10, 2020 |
|
Entity Wide Strategies to Navigate Your Organization During the COVID Crisis Ft. Melissa Musser
|
Mar 27, 2020 |
|
SBA Disaster Loans: What Business Owners Need To Know Now Ft. Jenn Loges
|
Mar 18, 2020 |
|
How To Increase Business Valuation & Decrease Owner’s Responsibility Ft. John Brown
|
Mar 13, 2020 |
|
How Does The SECURE ACT Impact Business Owners?
|
Mar 03, 2020 |
|
Planning Steps For Owners With 20 Or Less Employees Ft. John Dini
|
Feb 26, 2020 |
|
The Importance of Alignment in Building Business Value Ft. Dave Ramos
|
Feb 13, 2020 |
|
Saving State Income Taxes By Selling A Business Through A Delaware Trust Ft. Kalimah White
|
Jan 27, 2020 |
|
How to Confidently Take On Debt to Fund Your Growth Ft. Jenn Loges
|
Jan 10, 2020 |
|
Taking A Proactive Approach In Optimizing Your Business Real Estate Ft. Dan Falls
|
Dec 12, 2019 |
|
How to Become the Firm Everyone Wants to Buy Ft. Lee Frederiksen, PhD
|
Dec 04, 2019 |
|
The Importance of Employee Engagement in Building Value for a Successful Exit Ft. Alan Kemper
|
Nov 21, 2019 |
|
A Plan For Growth And A Successful Exit
|
Nov 14, 2019 |
|
A Banker’s Perspective on Financial Due Diligence Ft. Matthew Mapes and Ryan Goral
|
Oct 24, 2019 |
|
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 |
|
How To Upgrade Your Sales Process For Predictable Results Ft. Ken Smith
|
Sep 25, 2019 |
|
Cash Balance Retirement Plans & Your Business Exit Ft. Erik Fromm and Les Risell
|
Sep 12, 2019 |
|
Utilizing the Opportunity Zones to Maximize After-Tax Returns When Selling Your Business
|
Sep 02, 2019 |
|
De-Risk w/Management of Your Third-Party Population (vendors, contractors, etc) ft. Paul Schrantz
|
Sep 02, 2019 |
|
Is Crowd Funding A Viable Source Of Capital For Business Growth And Acquisition? Ft. Lorette Farris
|
Sep 02, 2019 |
|
The Use of a Revocable Trust in Transferring Ownership of Your Business at Death ft. Micah Bonaviri
|
Sep 02, 2019 |
|
Critical Mistakes That Keep You From Growing Your Top Line on LinkedIn. Ft. Kelly Leonard
|
Sep 02, 2019 |
|
Why Should a Business Owner Build To Sell? Ft. John Warrillow
|
Sep 02, 2019 |
|
What You Can Expect From Due Diligence When Selling Your Business Ft. Sharon Heaton
|
Sep 02, 2019 |
|
The Role of an M&A Attorney in a Sale Transaction w/ Attorney Scott Taylor
|
Sep 02, 2019 |
|
Navigating the Boomer Bust with John Dini
|
Sep 02, 2019 |
|
Common Pricing Mistakes Made by Business Owners - Interview with Robert Fukui
|
Sep 02, 2019 |
|
The Key Elements of a Successful Insider Sale Featuring Elizabeth Mower
|
Feb 12, 2019 |
|
How Healthy Partner Relations Can Preserve the Value of Your Business Ft. David Gage
|
Aug 29, 2018 |
|
Charitable Planning for Transitioning Business Owners Featuring Phil Cubeta
|
Aug 29, 2018 |
|
Overlooked Employment Risk Areas for Exit Planning Featuring Christine Johnson
|
Aug 29, 2018 |
|
Captive Insurance Companies Featuring Rick Gow
|
Aug 29, 2018 |
|
Knowing Your 'Why' and Preparing for a Successful Exit Featuring Beth Berman
|
Aug 29, 2018 |
|
Minimizing Risks Related to Data Security and Privacy Featuring Dave Greber
|
Aug 29, 2018 |
|
The Importance of a well-drafted Buy-Sell Agreement Featuring Larry Bell
|
Aug 29, 2018 |
|
Relevant Habits for a Successful Business Owner Exit Featuring Maura Fredericks
|
Aug 29, 2018 |
|
How Can a Business Owner Better Develop Their Successor? Featuring Michael Beck
|
Aug 29, 2018 |
|
How Important Are Retirement Plans When Selling Your Business? Featuring Chris Schaefer
|
Aug 29, 2018 |
|
The Changing Role of an Owner in the Successful Exit of Their Business Ft. John Hraster
|
Aug 29, 2018 |
|
Expensive Sentences Featuring Jack Quarles
|
Aug 29, 2018 |
|
Expensive Mistakes When Buying & Selling CO'S Featuring Stuart Sorkin
|
Aug 29, 2018 |
|
Growth through Acquisition Featuring Matt Craft
|
Aug 29, 2018 |
|
Business Valuations & Exit Planning Featuring Walter Deyhle
|
Aug 29, 2018 |