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PODCAST

ExitReadiness®️ PODCAST

ENNIS Legacy Partners

Hosts Pat Ennis (ENNIS Legacy Partners) and Walter Dehyle (ENNIS Legacy Partners) interview subject-matter experts on topics related to building transferable business value and business exit planning and strategies.

business entrepreneurship

All Episodes

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

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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…

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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

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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.

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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

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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

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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.

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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

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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

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42:09

How to Sell A B2B Services Business for Top Dollar...

ExitReadiness®️ PODCAST ·

2021/03/03

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36:31

Common Mistakes Business Owners Make Ft. Scott Bushkie

ExitReadiness®️ PODCAST ·

2021/02/17

Much of what we do in serving business owners, is helping them avoid costly or even destructive mistakes. Mistakes in how they build the business as well as how they exit…For example, one area often neglected until it’s too late is thework you do in tax planning. It is very easy for a business ownerto make very expensive tax planning mistakes…Not just when they are actually realizing a transaction…but also in how theymanage their tax situation for an eventual transaction… But, tax planning is just

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33:00

Phantom Stock as an Employee Incentive Plan Ft. Paolo...

ExitReadiness®️ PODCAST ·

2021/02/03

We know that building a sellable or transferable business not only helps an owner enjoy more freedom and control in the business today but it is also foundational for an owner to eventually realize a successful exit from the business and, it doesn’t matter if the sell to a third party, sell to key employees, an ESOP or transfer the business to family and of course to have a businessthat is sellable you need strong financial performance. One strategy that an owner can employ to ensure strong

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36:28

Growing Up Through Value Acceleration Ft. Scott Snider

ExitReadiness®️ PODCAST ·

2021/01/20

Our topic today is Growing Up Through Value Acceleration and we are excited to have with us Scott Snider of The Exit Planning Institute. Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. So Scott is an expert in the

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43:26

Exit Planning in 2021 Ft. Elizabeth Mower

ExitReadiness®️ PODCAST ·

2020/12/31

Today we have with us our first “three-peat” guest Elizabeth Mower from The Business Enterprise Institute Elizabeth is the President of BEI and leads the organization in development of resources, information, training and software that enable professionals in a variety of disciplines…like accounting, legal, wealth management, business consultants, etc... to work with business owners to design and implement comprehensive Exit Plans.She is an attorney, and before joining BEI, was in private practice

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33:20

Choosing the Right Business Structure Ft. Stephen...

ExitReadiness®️ PODCAST ·

2020/12/16

One of our themes here on the podcast is providing ideas and information that can help a business owner protect the value of their business as well as build the value.One of the key areas for protecting value is your core business tax planning, and a key driver of tax planning for a small business owner is how their business is structured or the entity they choose should they be an LLC, S-Corp, or C-Corp.Then, should they have one structure as they launch and growand then a different one when they

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31:44

Buy-Sell Agreements for Multiple-Owner Businesses

ExitReadiness®️ PODCAST ·

2020/12/02

A buy-sell agreement provides direction to owners and otherstakeholders in situations when the transition of an ownershipinterest in a business is in question -- situations such as… Death or permanent disability Voluntary lifetime exit Involuntary lifetime exit Divorce or bankruptcyFollowing is an example of how it’s supposed to work…Let’s say that ACME Digital Marketing is owned by 4 foundingpartners…Sarah, John, Jim, and Susan. They started their business 20 years ago and did put a

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31:38

Business Continuity: A Plan for The Unexpected

ExitReadiness®️ PODCAST ·

2020/11/18

Today we want to discuss something very unfortunate that we see and hear about all too often tragic events that could be easily avoided with the right advanced planning.Because of the work we do in helping owners prepare for their eventual exit. We are often privy to stories of businesses that die when the owner unexpectedly dies or becomes permanently incapacitated.And so this is a planning area that we quite passionate about.Just recently a business owner we know of died suddenly with no plans in

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177 results

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