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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

35:11

De-Risk w/Management of Your Third-Party Population...

ExitReadiness®️ PODCAST ·

2019/09/02

In this episode, we talk about why having your arms around your third-party population (vendors,contractors, consultants, etc.) makes you a low risk target for a successful exit with Paul Schrantz of VendorCentricConnect with Paul: https://www.linkedin.com/in/paul-schrantz-3a508915/Connect with VendorCentric: https://www.vendorcentric.com/Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

en

30:21

Is Crowd Funding A Viable Source Of Capital For...

ExitReadiness®️ PODCAST ·

2019/09/02

A discussion with Lorette Farris, Founder of iBOSS, Inc., on when crowdfunding can make sense as a source of funds for launching or growing your business.Connect with Lorette: https://www.linkedin.com/in/lorettefarris/

en

33:18

The Use of a Revocable Trust in Transferring...

ExitReadiness®️ PODCAST ·

2019/09/02

Learn more about the advantages and disadvantages of using a trust in transferring your business interest at death in this interview with attorney Micah Bonaviri, Partner at the law firm of Stein Sperling.Connect with Micah: https://steinsperling.com/attorneys/micah-bonaviri/Learn more at ennislp.comConnect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

en

31:56

Critical Mistakes That Keep You From Growing Your Top...

ExitReadiness®️ PODCAST ·

2019/09/02

Listen in as LinkedIn expert Kelly Leonard (Co-Founder of Taylor-Leonard Corporation) describes how to effectively use LinkedIn in increasing sales revenue, and how to avoid critical mistakes in making it happen.Connect with Kelly:Speaker/Trainer > Tune into the B.O.O.S.T.® podcastTV Show Host > Watch the Small Business NetworkAuthor > Read B.O.O.S.T.®

en

49:04

Why Should a Business Owner Build To Sell? Ft. John...

ExitReadiness®️ PODCAST ·

2019/09/02

Interview with Author and the Founder of The Value Builder System™ John Warrillow on why it’s essential for a business owner to build a sellable business for a successful exit.John’s website: http://www.builttosell.com/Learn More about Ennis Legacy Partners: ennislp.comConnect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/Connect with Corby: https://www.linkedin.com/in/corby-megorden-cepa-ccea-mea-b4816b1a/Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

en

17:19

What You Can Expect From Due Diligence When Selling...

ExitReadiness®️ PODCAST ·

2019/09/02

Learn about the importance of a pre-sale due diligence process in selling your business with M&A Advisor Sharon Heaton.Connect with Sharon: https://www.linkedin.com/in/sharonheaton/Important Links:Learn More about Ennis Legacy Partners: ennislp.comConnect 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/

en

24:04

The Role of an M&A Attorney in a Sale Transaction w/...

ExitReadiness®️ PODCAST ·

2019/09/02

Walter and Pat interview business attorney Scott Taylor of Smolen Plevy about the role and responsibilities of a Mergers & Acquisition (M&A) attorney in business sale transactions. -Connect with Scott-Linkedin: https://www.linkedin.com/in/scott-w-taylor-b94a875/Scott's Firm: https://smolenplevy.com/Important Links:Learn More about Ennis Legacy Partners: ennislp.comConnect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/Connect with Walter:

en

26:00

Navigating the Boomer Bust with John Dini

ExitReadiness®️ PODCAST ·

2019/09/02

Discuss controlling the process of a successful business transition for Baby Boomer business owners.Important Links:Learn More about John: http://www.johnfdini.com/Learn More about Ennis Legacy Partners: ennislp.comConnect 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/

en

28:59

Common Pricing Mistakes Made by Business Owners -...

ExitReadiness®️ PODCAST ·

2019/09/02

In this episode, we talk to Robert Fukui about his experience with pricing mistakes.Learn more about Ennis Legacy Partners: Ennislp.comContact Robert: https://www.linkedin.com/in/robertfukui/

en

36:59

The Key Elements of a Successful Insider Sale...

ExitReadiness®️ PODCAST ·

2019/02/12

en

43:15

How Healthy Partner Relations Can Preserve the Value...

ExitReadiness®️ PODCAST ·

2018/08/29

en

22:12

Charitable Planning for Transitioning Business Owners...

ExitReadiness®️ PODCAST ·

2018/08/29

Pat and Walter interview Phil Cubeta, the Wallace Chair in Philanthropy at The American College, on why exiting a business can be seen as “a beginning rather than an end”, and that charitable giving, generosity, and philanthropy can play a key role in the new beginning. Phil also highlights specific charitable planning tools and how they can be effectively applied to an owner’s plan for exit.Link to Phil's LinkedIn: https://www.linkedin.com/in/philipcubeta/Te learn more about Ennis Legacy Partners,

en

24:39

Overlooked Employment Risk Areas for Exit Planning...

ExitReadiness®️ PODCAST ·

2018/08/29

An interview with Attorney Christine Lambrou Johnson regarding Intellectual Property and Incentive Planning and their potential impact on your exit.Link to Christine's Linkedin profile: https://www.linkedin.com/in/christine-lambrou-johnson-b9b21311/Link to Walter's Linkedin Profile: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/Link to Pat's Linkedin Profile: https://www.linkedin.com/in/pat-ennis-25b4a111/For more information on Ennis Legacy Partners, Click here:

en

33:45

Captive Insurance Companies Featuring Rick Gow

ExitReadiness®️ PODCAST ·

2018/08/29

An interview with Financial Advisor Rick Gow regarding what a Captive Insurance Company is and how they can benefit you as a Business Owner in building value and exiting. To Learn more about ENNIS Legacy Partners, Click here: https://ennislp.com/To learn more about Walter Deyhle and Gelman, Rosenberg, and Freedman, CPAs, Click here: https://www.grfcpa.com/To learn more about Rick Gow, Click here: https://www.linkedin.com/in/rickgowinnova/

en

22:12

Knowing Your 'Why' and Preparing for a Successful...

ExitReadiness®️ PODCAST ·

2018/08/29

Thank you Beth for joining us!To connect with Beth Berman on LinkedIn, click here: https://www.linkedin.com/in/bethperlberman/To learn more about Ennis Legacy Partners, click here: ennislp.com

en

35:29

Minimizing Risks Related to Data Security and Privacy...

ExitReadiness®️ PODCAST ·

2018/08/29

In this podcast we will interview Attorney, Dave Greber, of the law firm Offit Kurman about Privacy and Data Security. Dave will discuss the differences, why owners should care, the top risks, and what steps business owners can take to minimize risk.For More information on David Greber, Click here: https://www.offitkurman.com/attorney/david-s-greber/For more information on Ennis Legacy Partners, Click here: https://ennislp.com/

en

21:17

The Importance of a well-drafted Buy-Sell Agreement...

ExitReadiness®️ PODCAST ·

2018/08/29

In this podcast, we interview Attorney Larry Bell on the importance of a well-drafted Buy-Sell Agreement.Special thanks to Podcast Village: https://podcastvillage.com/

en

17:01

Relevant Habits for a Successful Business Owner Exit...

ExitReadiness®️ PODCAST ·

2018/08/29

In this podcast we interview Maura Fredericks, Owner of Relevant Habits, on the habits that are relevant for an owner in building transferable value and exiting their business successfully.Special thanks to Podcast Village: https://podcastvillage.com/

en

29:26

How Can a Business Owner Better Develop Their...

ExitReadiness®️ PODCAST ·

2018/08/29

In this episode, we learn from Michael J. Beck of Eliciting Excellence about the importance of developing a successor and planning your successful business exit.To learn more about Michael, click here: http://www.michaeljbeck.com/To learn more about our services, click here: http://ennislp.com/

en

19:00

How Important Are Retirement Plans When Selling Your...

ExitReadiness®️ PODCAST ·

2018/08/29

As a business owner do you understand the role of fiduciary as it pertains to your business retirement plan? If not, you need to listen to this EXIT READINESS podcast with retirement plan expert Chris Schaefer of MV Financial.

en

185 results

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