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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

37:50

Business Value is Found in the HR Department Ft....

ExitReadiness®️ PODCAST ·

2020/05/06

A key value driver is how strong your systems, procedures and processes are…and there isn’t a system or process that’s more critical than those around managing human resources… We want to discuss the importance of HR tech systems in building and preserving the value of a business.Our guest today is Jeremy Francese, CPA Centric District Manager for ADP TotalSource.

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20:04

ESOPs As An Exit Route Ft. Keith Apton

ExitReadiness®️ PODCAST ·

2020/04/28

Todays’ topic is “ESOPs as an Exit Route”. You know, ESOPs, or Employee Stock Ownership Plans, also have a certain kind of “mystery” around them don’t they? - What are they really? - How do they work? - What businesses are a good fit for an ESOP? - Are they too hard to understand and implement? Today we’re going to get all those questions and more answered as we have with us Keith Apton of The Capitol ESOP Group right here in Washington DC. Keith is the Managing Director of The Capitol ESOP Group

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42:32

Preserve Business Value With Employee Agreements Ft....

ExitReadiness®️ PODCAST ·

2020/04/10

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23:50

Entity Wide Strategies to Navigate Your Organization...

ExitReadiness®️ PODCAST ·

2020/03/27

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28:38

SBA Disaster Loans: What Business Owners Need To Know...

ExitReadiness®️ PODCAST ·

2020/03/18

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31:53

How To Increase Business Valuation & Decrease Owner’s...

ExitReadiness®️ PODCAST ·

2020/03/13

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16:23

How Does The SECURE ACT Impact Business Owners?

ExitReadiness®️ PODCAST ·

2020/03/03

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40:32

Planning Steps For Owners With 20 Or Less Employees...

ExitReadiness®️ PODCAST ·

2020/02/26

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30:40

The Importance of Alignment in Building Business...

ExitReadiness®️ PODCAST ·

2020/02/13

Learn more: Ennislp.com

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16:59

Saving State Income Taxes By Selling A Business...

ExitReadiness®️ PODCAST ·

2020/01/27

This week, Pat and Walter are joined by Senior Trust Advisor, Kalimah White to discuss how to save state income tax through a Delaware Trust.

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34:23

How to Confidently Take On Debt to Fund Your Growth...

ExitReadiness®️ PODCAST ·

2020/01/10

Connect with Jenn: https://www.linkedin.com/in/jennmathis/Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/Learn more about Ennis Legacy Partners: https://ennislp.com/

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35:15

Taking A Proactive Approach In Optimizing Your...

ExitReadiness®️ PODCAST ·

2019/12/12

In this episode, we want to talk about how to be proactive in saving $$$ on real estate and occupancy costs.Hosts Pat Ennis and Walter Deyhle are joined by Dan Falls, SVP of Tenant Advisory Services with EDGE, for a discussion on how to be proactive in saving money on real estate and occupancy costs.

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37:17

How to Become the Firm Everyone Wants to Buy Ft. Lee...

ExitReadiness®️ PODCAST ·

2019/12/04

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26:53

The Importance of Employee Engagement in Building...

ExitReadiness®️ PODCAST ·

2019/11/21

Today's guest is... Alan Kemper | President – LEAD Workforce ConsultingKey Takeaways from this episode are...- The level of engagement of your employees could resultin you receiving top dollar when you sell…or having abuyer decide there is too much risk and possibly walkaway from the deal…- So, it’s good to know well before the time you sell as tohow engaged your employees actually are…and it’s goodto have an objective outside measurement of theirengagement…- Our recommendation would be to take

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22:58

A Plan For Growth And A Successful Exit

ExitReadiness®️ PODCAST ·

2019/11/14

Today's key takeaways are...1) Make sure you have a comprehensive approach to yourplanning…that includes both business and personal planningfor exit readiness…2) And begin planning now…you can’t begin planning to soonAnd you can begin planning now…- By contacting WALTER at 301-951-9090- Corby and I at 301-859-0860.We both offer initial no-fee no obligation introductoryconversations or meetings.If you’d rather begin with online resources…you could do that with the ExitReadiness ACADEMY online course

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43:36

A Banker’s Perspective on Financial Due Diligence Ft....

ExitReadiness®️ PODCAST ·

2019/10/24

In this episode, hosts Pat Ennis and Corby Megorden of ENNIS Legacy Partners discuss with bankers Matthew Mapes and Ryan Goral of Sunflower Bank, a bankers perspective on financial due diligence for both the buy and sell side of transactions.Matthew and Ryan address the following questions:- What do you as bankers recommend to business owner customers about their due diligence process when acquiring another business?- What do you see as a common challenge for sellers as they prep their company for

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34:32

Using a Charitable Lead Annuity Trust (CLAT) To...

ExitReadiness®️ PODCAST ·

2019/10/10

Today's guest is Jonathon Morrison | Senior Partner – Frazer Ryan Goldberg & Arnoldin Phoenix and Scottsdale AZConnect with Jonathon: https://www.linkedin.com/in/jonathonmorrison/Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

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44:15

How To Upgrade Your Sales Process For Predictable...

ExitReadiness®️ PODCAST ·

2019/09/25

Today's Guest is Ken Smith | Managing Director – Sandler Training & DevelopmentKen is recognized nationally as a sales force development expert, specializing in executive sales management consulting and sales productivity training. Ken is an authentic, enthusiastic speaker who can inform as well as entertain and motivate Presidents, CEO's, other Senior Managers and Sales Professionals.Connect with Ken: https://www.linkedin.com/in/kensmithssi/Connect with Pat:

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28:50

Cash Balance Retirement Plans & Your Business Exit...

ExitReadiness®️ PODCAST ·

2019/09/12

In this episode we discuss the effective use of Cash Balance Retirement Plans in planning your exit with Financial Advisor Erik Fromm and Retirement Specialist Les Risell.Connect with Erik Fromm | Financial Advisor – CSG Capital Partners ofJanney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/Connect with Les Risell | Senior Retirement Specialist – JanneyMontgomery Scott: https://www.linkedin.com/in/lrisell/Connect with Pat:

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21:16

Utilizing the Opportunity Zones to Maximize After-Tax...

ExitReadiness®️ PODCAST ·

2019/09/02

Check out exitreadiness.com for our Online on-Demand Exit Planning Course… exitreadiness.comAnd, consider attending our ONE-DAY ExitReadiness® BASECAMP on August 28th at The Lurn Center in Rockville, MD.You can get more information at ennislp.com or exitreadiness.com.If you register and use the code “podcast” (all lower-case) you will receive a 25%discount off of the registration fee.Connect with pat: https://www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter:

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185 results

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