Scott is the Vice President of Sales and Marketing for the Exit Planning Institute. He is a passionate Cleveland entrepreneur who started his first business at the age of 17. After successfully selling his first business in 2010, Scott partnered with his father Chris, and together they founded Snider Premier Growth, Inc., a private investment … Continue reading Scott Snider – Exit Planning Institute →
Tom Deans Ph.D. is the author of Every Family’s Business: 12 Common Sense Questions to Protect Your Wealth and Willing Wisdom: 7 Questions to Ask Before Your Die. With more than 250,000 copies in circulation, Every Family’s Business is the best-selling family business book of all-time. His new book, Willing Wisdom has already received critical … Continue reading Tom Deans Ph.D. – Author of two international best-seller books, Every Family’s Business and Willing Wisdom →
David Finkelstein has been a serial entrepreneur since 1994. He is currently the owner of Contextuads, LLC, an internet advertising business expanding into big data. David has successfully built and sold two internet businesses
Matt is a native of Hawthorne, New Jersey -a few miles outside of NYC. After graduating Summa Cum Laude with a Bachelor of Science degree in Nuclear Engineering from Rensselaer Polytechnic Institute, Matt earned and accepted a commission in the United States Navy. Matt specialized in nuclear submarine operations and nuclear power generation during his … Continue reading Matt DiGeronimo – Mergers & Acquisitions Specialist →
Josh Patrick has owned and operated a variety of businesses dealing with food, including food vending, coffee service, catering, and wholesaling, and several others dealing with food. For the past 15 years he has owned and operated a wealth management business, Stage 2 Planning Partners, that focuses on the strategic issues faced by the owners … Continue reading Josh Patrick – Creating Value For Entrepreneurs →
Terry Freeman is a long time energy services, construction and maintenance executive, investor and board director. He was with Flint Energy Services Ltd. as CFO and Board Director for 20 years, helping oversee its growth from $20 million in revenue to $2 billion and its eventual sale to URS. During a five year stint as … Continue reading Terry Freeman – Business Builder →
In this session you will learn about: 3 things any owner can start doing right now to prepare for an exit Ccommon mistakes owners make when discussing an exit strategy with their executives – Don’t miss this session The best way to discuss exit strategy with internal and external stakeholders About the Guest Bruce is a … Continue reading Bruce Rosetto – Financing Expert →
In this episode you will learn about: What are buy and sell agreements When you you have two or more partners in a business, why is a buy/sell agreement so important The role life insurance plays when funding a buy/sell agreement How else do your business owner clients use life insurance as part of their … Continue reading Carl Lutz – Expert on Buy/Sell Agreements →
About James E. Hughes, Jr., Esq. Mr. Hughes, a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family, and of Family – The Compact Among Generations, both published by Bloomberg Press and is the co-author with Susan Messenzio and Keith Whitaker of a new book, The Cycle of the Gift: Family Wealth … Continue reading James E. Hughes, Jr., Esq. – Family Wealth Expert →
In this session you will learn about: Functions for each member on every world class transition team 3 things any owner can do right now to prepare for an exit The most common exit options Best way to discuss exit strategy with internal and external stakeholders Most common mistakes owners make when discussing an exit strategy … Continue reading Warland Griffith – Wealth Management Advisor →
In this session you will learn about: What are some of the things private equity firms have in common The post attraclive reasons tohave a private equity firm as a partner? What’s the process of doing a deal like – how long does it take, what’s involved? Tom shares a story about an owner that had … Continue reading Tom D’Ovidio – Partner With Shoreview Industries →
In this session you will learn about: The most common exit strategy problems 3 things any owner can do right now to prepare for an exit 3 pre-sale tax and est^ate plaAning opportunities Best way to discuss exit strategy with internal and external stakeholders Most common mistakes owners make when discussing an exit strategy with their … Continue reading Stuart Sorkin – Author of Expensive Mistakes When Buying & Selling Companies: Episode 010 →
In this session you will learn about: What it was like to sell two companies Lessons learned in the process including being apart of the negotiation The culture clash of selling his company to a Fortune 500 company Mike’s biggest mistake which he said was really dumb/li> Why he said you should always have multiple … Continue reading Mike Michalowicz – Author And Entrepreneur →
In this session you will learn about: Ways people can prepare emotionally and financially from earning money Strategies the wealthy use to minimize their taxes What should clients look for in their “money person”? The differences between brokerage firms, RIA firms, family offices and the other people out there advising clients about investments How you … Continue reading Lisa Gray – Wealth Optimization Expert →
In this session you will learn about: Three things owners can do to start the exit planning (succession planning) process; The best pre-sale-tax and estate planning opportunities; How can people prepare emotionally and financially to go from wealth accumulation to wealth utilization; Tax strategies that the wealthy are using right now; and The most important … Continue reading John A. Warnick, Esq. – Trust Expert →
In this session you will learn about: How owners can make sure their legacy is long-lasting and positive; The most important thing a family can do to maintain harmony; What you should know about ethical wills and how they influence families and help maintain family harmony after the death of a matriarch or patriarch; How defining … Continue reading Richard C. Wilson – Family Office Expert →
In this session you will learn about: How owners can make sure their legacy is long-lasting and positive The most important thing a family can do to maintain harmony What you should know about ethical wills and how they influence families and help maintain family harmony after the death of a matriarch or patriarch How defining … Continue reading Judith Kolva, Ph.D. – Personal Historian: Exit Strategy →
In this session you will learn about: 3 things most families can do to maintain family harmony When should you talk about your exit plans with your family – Matt gives us some valuable tips How to deal with perceptions that “money is negative” How to go about starting family meetings How owners can make sure … Continue reading Matt Wesley, JD, MDiv. – Family Succession Expert →
In this session you will learn about: What should someone do to figure out how much they need to be financially secure Actual strategies the wealthy are using to minimize their taxes What you should look for in your money person The differences between brokerage firms, RIA firms, family offices out there advising clients about … Continue reading Kaushal Majmudar, JD, CFA – Investment Expert →
In this session you will learn about: 3 things any owner can do right now to start preparing for an exit 3 common pre-sale tax and estate planning opportunities The most common mistake owners make when discussing an exit strategy with their executives What should someone do to figure out how much money they need … Continue reading Joseph Bazanno, CPA, CVA, CBEC – Valuation and Exit Planning Expert: Exit Strategy Podcast 002 →
In this session you will learn about: 3 things any owner can start doing right now to prepare for an exit 3 pre-sale tax and estate planning opportunities Peter goes into the most common mistakes owners make when discussing an exit strategy with their executives – Don’t miss this session The best way to discuss exit … Continue reading Peter Christman, CEPA – The Original Exit Planning Coach: Exit Strategy Podcast 001 →
