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PODCAST

ExitReadiness®️ PODCAST

ENNIS Legacy Partners

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

business entrepreneurship

All Episodes

23:14

Form 8594 and Negotiating the Sale of Your Business

ExitReadiness®️ PODCAST ·

2022/01/05

Today’s goal is to help you understand the importance of IRS Tax Form 8594 in preparing for sale of your business to a third party…It might serve to first review the different types of transactions:- Stock sale- Asset sale-Stock sale taxed like an asset sale (338)(h)(10) election.Want to learn more? Go to: ennislp.com

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25:58

An Exit Planning Checklist for 2022

ExitReadiness®️ PODCAST ·

2021/12/15

If you’ve listened in at any time in the past, you’ve heard us mention the certainty that all business owners will stop being business owners at some point, and so there is no better time to begin planning for the inevitable than the present. The earlier you begin planning, the more options you will have for a successful exit.However, like any strategic plan, it can be tough to know how and where to begin. So that’s our topic for today’s discussion: An Exit Planning Checklist for 2022.Want to learn

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30:01

Due Diligence and Quality of Earnings Analysis

ExitReadiness®️ PODCAST ·

2021/12/01

We are not at all experts on programming, coding or coding language.So we know what it’s like to be in a conversation with one or more tech folks when they start with the tech jargon as if we know what they’re talking about stuff like Electronic Data Interchange, Code-Free Interface, and a lot of times its acronyms like ETLs, APIs, CSVs…Well we can tend to do the same thing can’t we with terms like GRATs, ESOPs and of course EBITDA, we can wrongly assume that owners know what these things mean.So

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39:26

How a Lack of Planning Can Impact Your Surviving...

ExitReadiness®️ PODCAST ·

2021/11/17

This week, we received a letter from a listener asking us to help encourage her husband to begin planning for their exit from their business. And joining us to discuss this critical issue is friend and Attorney Stuart Sorkin. Stuart is the founder of The Business and Legal Advisors, a consulting firm specializing in the financial and legal protection of business owners, executives, and entrepreneurs throughout the United States and overseas. He works with startups to mid-size business owners to

en

31:54

Tax Implications of Corporate Reorganizations

ExitReadiness®️ PODCAST ·

2021/11/03

Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================👇Subscribe To The Channel By Clicking Below!👇CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-Live Events:

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36:24

Why Manager Training Is More Important Than Ever Ft....

ExitReadiness®️ PODCAST ·

2021/10/20

Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================👇Subscribe To The Channel By Clicking Below!👇CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-Live Events:

en

31:23

Improving Profitability & Efficiency with The Right...

ExitReadiness®️ PODCAST ·

2021/09/29

A key value driver for a business that will be sellable for a higher multiple is improving the sustainability of future cash flows with strong operating systems…systems that increase efficiency, effectiveness and consistency in all aspects of business operations…and there’s nothing more important these days when it comes to having the right systems in place…than having the right technology in place….everything from the right network to the right phone systems…And we have found that it can be

en

38:41

Legal and Tax Considerations When Structuring an...

ExitReadiness®️ PODCAST ·

2021/09/15

A fairly significant percentage of the business owners we talk to and work with, have some level of interest in potentially selling their business to insiders key employees who have helped build the business. Co-owners who also work in the business or perhaps children who work in the business.Planning a sale to insiders is not without risk including issues like "are the insiders willing AND capable?" or tax and legal considerations.We have learned that owners often assume that a transfer to insiders

en

38:05

Improving Your Marketing Strategy in the Midst of...

ExitReadiness®️ PODCAST ·

2021/09/02

One of the areas we certainly don’t have expertise in, but our business owner clients continually struggle with is creating and executing on a marketing plan. And they find including the marketing piece…and more specifically digital marketing…in their long-term plan for growth difficult…because it just seems to change…or need to change often…So we are going to talk about marketing and creating a plan that’s indeed executable again today…we’ve regularly had marketing pros on the podcast and will

en

32:52

“When You Start Making A Big Decision, First Talk...

ExitReadiness®️ PODCAST ·

2021/08/25

Our topic today is “When You Start Making A Big Decision, First Talk with The People Involved”Our guest is Sam Klaidman of Middlesex Consulting.Sam has a has a BS in Aerospace and Aeronautical Engineering and has held positions as an Experimental Physicist, missile test engineer, Manufacturing Engineering Manager, Master Scheduler, VP Manufacturing, VP Customer Service, and is currently the Founder and Principal Adviser at Middlesex Consulting. At Middlesex Consulting Sam works with organizations

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34:41

Accrual Accounting Versus Cash Basis Accounting and...

ExitReadiness®️ PODCAST ·

2021/08/11

There are not many absolutes when it comes to owning a business but one thing is absolutely certai all business owners will stop being business owners at some point 100%. We want to help you exit successfully on your own terms and conditions with the information and resources we provide here on this podcast.We want to review the differences of each method and when one method should be used over the other in building your business and then planning to exit…

en

31:34

Building Sellable Value Through Objectives and Key...

ExitReadiness®️ PODCAST ·

2021/07/21

Our guest is Tim Meinhardt who leads a team of OKR experts in serving enterprises of all sizes from start-ups to publically-traded companies Tim is the President and CEO of Atruity, one of the world and leading providers of enterprise OKR implementations. Currently, Atruity is directly involved in facilitating OKR programs with organizations with a combined annual revenue exceeding 7+ billion dollars. He speaks globally about Objectives and Key Results and has a podcast the OKRs and A Podcast where

en

33:47

The Importance of Sales & Revenue Growth for a...

ExitReadiness®️ PODCAST ·

2021/06/30

Chris Tully is founder and President of Sales Growth Advisors, a sales consulting firm focused on growing its customers’ top line revenue utilizing strategies proven across 30 years of corporate sales leadership roles. Sales Growth Advisors provides its clients with a comprehensive sales strategy, an integrated sales process, and an effective sales execution plan. As a fractional VP of Sales, Chris helps businesses achieve breakthrough sales growth, discipline, and accountability.

en

26:24

What Makes A Small Business "Bankable"? Ft. Afreen...

ExitReadiness®️ PODCAST ·

2021/06/16

Our guest is our friend Afreen Husain of M&T Bank.Afreen specializes in serving business owners with CommercialMortgages, Commercial Lines of Credit, Term Loans as well asDeposit Solutions for Checking and Savings.Her clients include:►Small to Mid-sized businesses►Professional firms such as Accounting and Law Firms andMedical & Dental Practices►Construction Industry and Specialty Contractors►Commercial Property owners and buyersAnd we know from experience that Afreen has a passion forhelping small

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28:41

Ensuring Tomorrow: How to Effectively Choose and...

ExitReadiness®️ PODCAST ·

2021/06/02

The four exit routes or paths most referred to on this podcast are…1) Sale to a third-party. 2) Sale to insiders. 3) Sale ortransfer to children or family. 4) Sale to an ESOP.Today’s topic really has impact on each of these exit options because to have a sellable or transferable business which is foundational for success in any of the before mentioned exit routes it really helps if the owner has identified and equipped a successor to run the business without the owner so that the business is not too

en

25:52

The 10 Biggest Profit Mistakes Ft. Michelle Seiler...

ExitReadiness®️ PODCAST ·

2021/05/19

We talk a lot about strong financial performance as being probably the most key driver in building sellable value.In our last episode we discussed marketing with Liz Johnson and how an impactful strategy can help in growing sales and revenue or the top line of your P&L.Today we’re going to focus more on the bottom-line profitability.Our topic is The 10 Biggest Profit Mistakesand our guest is Michelle Seiler Tucker, Founder & CEO of Seiler Tucker Incorporated.Michelle Seiler Tucker is the Founder and

en

33:31

Your Guide to Successful Branding Ft. Liz Johnson

ExitReadiness®️ PODCAST ·

2021/05/06

Business value and growth are key to a successful exit and inthis episode we’re going to discuss how the successful brandingof your business can make a huge impact on your businessgrowth and value.Our topic is Your Guide to Successful Branding and our guestis Liz Johnson, President and Principal Consultant at Mountain ViewMarketing.

en

27:23

Profits Interest as Key Employee Incentive-Based...

ExitReadiness®️ PODCAST ·

2021/04/21

If you have a business that is not a lifestyle business…a business that you want to get value out of eventually for retirement or any other purpose…and/or you want to have as many options for exit as possible…you will need to build your business so that it’s sellable or transferable…That involves key value drivers like strong financial performance, a next level management team, product and service differentiation, and a plan for future growth among other value drivers...And a strategy that you can

en

37:44

Who Am I Without My Business? Ft. Denise Logan

ExitReadiness®️ PODCAST ·

2021/03/31

Not a few times have we’ve mentioned on this podcast how a very high percentage of business owners are miserable within two years of leaving their business…And you might think it would be largely due to how much money they received from the deal…but that isn’t it is it…at least most of the time…It’s a key piece of exit planning that can easily get short-changed or even neglected completely.But not today…as our topic is What Am I Without My Business???And, we have with us an expert in this practice

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30:58

Exiting Your Business Post-Covid

ExitReadiness®️ PODCAST ·

2021/03/17

It’s been one year since the Covid Crisis struck and for many, if not most, small business owners, it has felt more like five years in many ways. The nature of the crisis was unprecedented really with unique challenges having to do with working from home virtually and the related security and human resource issues, in addition to reductions in revenue and profitability.It’s been a tough stretch, and continues to be.There were not a few owners who, before the crisis, were hoping and planning to exit

en

185 results

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