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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

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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36:28

Protecting Value Through Cyber Risk Management Ft....

ExitReadiness®️ PODCAST ·

2020/11/05

In building a sellable business, you need to “protect the value of your business” and continually manage areas like the one we’re going to talk about today, cyber security. We’ve discussed the topic here before, and will continue to in the future because it’s so important, and October happens to beCyber Awareness Month which is another good reason to talk about it today.Listen to these statistics gathered from numerous sources regarding Cyber risk:1. 43% of cyber-attacks target small businesses.2

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38:30

Growing Your Business Through Acquisition Ft. Carl Allen

ExitReadiness®️ PODCAST ·

2020/10/21

We’ve both seen situations where a business owner has done all they can in executing strategic and operational plans to grow their business organically, only to experience continued stagnation in both sales and profit And, they may have a financial exit goal that is going to require a much larger valuation and sale price. So, they begin to wonder if growing thru acquisition could makesense Some of the common reasons they might consider an acquisitionmight include.1. A need to increase revenue2. A

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27:53

Why Business Owners Should Consider Producing a...

ExitReadiness®️ PODCAST ·

2020/10/07

This week, Joe Ennis talks to Walter and Corby about how to build value through podcasts and content creationLearn more about Podcasts By Joe: https://www.podcastsbyjoe.com/

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29:53

The Importance of Key Person Insurance in Protecting...

ExitReadiness®️ PODCAST ·

2020/09/30

In planning for a successful exit it’s important that you focus, not just on building sellable business value but also on protecting business value. And a key planning area in protecting business value would be human capital…and nothing more important in the area of human capital than protecting the business against loss of a key employee.A key employee defined by the following characteristics makes a substantial business contribution possesses critical information or knowledge or maintains and

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37:38

Key Ingredients For A Successful Negotiation

ExitReadiness®️ PODCAST ·

2020/09/02

As a small business owner you experience countless transactions with customers, vendors, suppliers, etc that require negotiation skills. A successful business owner is often characterized by skilled negotiation. There is one negotiation where we always recommend you engage professional assistance the sale of your business. There is just too much at stake all that you’ve built, and all of your personal goals are at stake, and so we believe that warrants professional experienced help. Professional

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30:00

Return to Work Issues: Where We Were, Where We Are,...

ExitReadiness®️ PODCAST ·

2020/08/19

As a small business owner you’ve experienced unprecedentedchallenges over the last number of months, none of which havebeen more challenging than making decisions pertaining to youremployees.And, now that things are beginning to open up again, you’re stillfaced with questions pertaining to things like: Can I as an employer require my employees to return? What factors should be considered…in addition to legalrequirements…in deciding whether employees return towork? Are there things that should be

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58:17

Next-Level Management and Transferable Value Ft....

ExitReadiness®️ PODCAST ·

2020/07/29

It is our standard practice to have a guest with us to discuss a particular area of expertise needed for either building transferable business value or planning for a business exit…and per usual…we have a guest with us this morning. However, this guest has proposed a change in format for today’s episode. A “turning of the tables” as he put it. Our guest is my long-time friend Andrew Mahr.A number of years ago Andrew and I worked together on a management team for a non-profit ministry with a mission

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33:44

Transition, Transaction, Trepidation: The Three...

ExitReadiness®️ PODCAST ·

2020/07/15

What comes to mind as a “hurdle” that an owner has toovercome in planning for a successful exit?- Transition from being a busy business owner with muchsignificance and impact to life after the business- The Transaction- Any fears they might have in leavingIn today’s episode we are going to discuss some of the keyhurdles an owner will face in planning for their successful exit.Today’s topic is Transition, Transaction, Trepidation: TheThree Hurdles in Every Successful ExitOur guest is a friend and

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57:24

Phased Planning With Elizabeth Mower

ExitReadiness®️ PODCAST ·

2020/06/24

Business owners are busy people…- Successful business owners are very productive and sothey’ve got a lot going on in their business and personallives- And as we both know planning for their eventual exit cancontinually be put on the back burner even if they know theyneed to do it- A comprehensive plan for exit can be overwhelming…- And so… it can be tough to maintain momentum in theplanning process…tough for the client which makes it toughfor us as the exit plannersOwners can become fatigued

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24:04

A Banking Update With Jenn Loges

ExitReadiness®️ PODCAST ·

2020/06/10

In growing your business and building value, if you’re like mostsmall business owners, you have had questions about when andto bring on debt.Bank lending for growing as well as exiting your business isalways a consideration and very often a requirement.We currently have a client who is considering a sale to a Co-Owner and children and bank lending will be part of the plan.You may be in process of selling your business to a third party orto an ESOP where bank lending will play a role in facilitating

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41:13

What's Next? Ft. Dr. Alan Kemper

ExitReadiness®️ PODCAST ·

2020/05/27

Our clients and other business owners have had a roughcouple of months facing challenges due to the crisis…leadership,management and personal challenges they’ve never facedbefore, and it’s not over yet and for many it could evenmore challenging as we come out of the crisis.And that’s our topic today. Leaning and Leading Into TheFuture After a Crisis. Our guest today is back with us by popular demand.Dr. Alan Kemper from LEAD Workforce Consulting in LaGrange,GA. In addition to Alan’s work with LEAD,

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31:13

Planning For Life After The Business Ft. Joanne Waldman

ExitReadiness®️ PODCAST ·

2020/05/20

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