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Best Exitplanning podcasts we could find (updated August 2020)
Best Exitplanning podcasts we could find
Updated August 2020
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The Defenders of Business Value Podcast combines nearly 30 years of valuation and exit planning expertise working with business owners. Ed Mysogland has a mission and vision to help business owners understand the value of their business. Most of the small business owner's net worth is locked in the company, and to unlock it, a business owner has to sell it. Unfortunately, the odds are against business owners that they won't be able to sell their companies because they don't know what creates ...
 
Are you looking to Scale, Acquire or Exit a Business? If so, the M&A Unplugged Podcast was designed with you in mind. On each episode we will interview actual buyers, sellers and professional transaction advisors. They will share their experiences - the good and the not so good! We promise, in every episode, you will gain valuable insights and actionable takeaways to help you maximize the value of your own transactions. Mergers, Acquisitions, buying a business, selling a business, scaling a ...
 
THE REAL MONEY PROS, formerly Idaho's Money Show Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros. The Real Money Pros is hosted collaboratively by experts who specialize in investing, financial planning, estate planning, taxes, insurance, and every other profession you can think of to help you grow and keep wealth. Plus, we make it fun. We'll help you know good advice from bad - Particularly when everyone seems to want a piece of your money. Th ...
 
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show series
 
We all know that pre-existing conditions can be a huge burden to those who have them and are looking for any insurance policy in relation to their health. What if you test positive for COVID-19? The pros talks about how the pandemic could affect the insurance industry and what it could mean for consumers. Jeremiah Bates, Financial Advisor Nic Danie…
 
No matter what happens each year, there are thousands of students who graduate high school and continue on to higher education. But among coronavirus, how will these colleges and universities handle their operations? Will tuition be the same? Will students have a drastically different college experiences than previous students? Would college be eve…
 
Earnouts are an important part of M&A transactions, with about 20% of all deals involving some form of it in normal circumstances. With COVID-19 at our heels, that percentage is going up as buyers take extra precaution, given the uncertain economic environment we now find ourselves in. Whether you’re a seller or a buyer, it’s important to learn how…
 
Estate Planning Attorney, Jen Wulf, joins The Real Money Pros on this week's CapEd Case Study to talk about having an exit strategy when getting out of your business. This becomes especially important when other members of your family are involved as well. The team talks about what you need to make sure is in place for a smooth transition, making i…
 
How do you feel about our current unemployment package? Depending on where you are financially, you may really want to continue getting $600/month. But how much is enough and how much is too much? Are we more willing to pay higher taxes in the future or totally put our economy on hold? Tonight, we take your calls! Jeremiah Bates, Financial Advisor …
 
We all know how important small businesses are to local economies. But, many of them are having a hard time getting employees to come back to work. Who can blame them when those on unemployment are making more money than they did when they were employed? Idaho's Governor, Brad Little, may have some ideas to incentivize workers with a "Return to Wor…
 
Soon enough, school is going to resume as normal... well, kind of. Parents and students around the country are given the choice to either attend school in-person or online. While great education can come from online schooling, is it the best for children? Academics aren't the only thing that's taught by going to school. Plus, Estate Planning Attorn…
 
How will this pandemic affect people's money habits? With hardship comes solutions, so the team discusses how this will affect the spending habits of those living through COVID. It happened to those that lived through The Great Depression as well. Many are being forced to look at long-term planning a little differently with the uncertainty that we …
 
As we navigate this uncertain business environment created by COVID-19, both sellers and buyers have to add a few considerations if they’re contemplating an M&A transaction. The question of the PPP loan is certainly one of the elephants in the room. How does it affect an asset’s valuation? How can sellers and buyers protect themselves when entering…
 
The Tree City Advisors team takes over the show so Brian can recover from his successful knee surgery! And tonight's show is all about insurance. How can we properly cover risk without becoming "insurance poor"? For someone that is 35 years and older, there's a high risk of becoming disabled, which in turn would affect your ability to work. What wo…
 
Where is all of this stimulus money going to come from?! Tonight's show is all about economies and how they ever formed in the first place. The team talks about the different types of currencies and how certain things become symbols of "money". But most importantly, if the U.S. is going to continue to feed money into the system, where is going to c…
 
Today, Brian Wiley talks about million dollar ideas. Everyone can come up with a good idea for a product or service, but for it to get to the next level, there needs to be a major shift in thinking. And that's moving from small-time to big-time thinking. Take an idea and think about how it can benefit people outside of your target market. For you t…
 
Since the pandemic of COVID-19 continues to halt our normal lives, Trump and other government figures are debating the idea of pushing another $1T into the economy. We can argue all day about coronavirus conspiracies, but at the end of it all, how are we going to deal with it? It's already here. Most importantly, how can we handle this to keep our …
 
There is room for intuition in business, and it can lead us to better decisions and better results. This is what Dean Newlund explores in his podcast, The Business of Intuition. Dean is the CEO of Mission Facilitators International, a training and development firm that offers leadership development programs to medium to large organizations national…
 
Kent Owings and Jeremiah Bates hosts today's CapEd Case Study. They share stories regarding trust-based planning and how it can intertwine with family dynamics and finances. Plus, if you're thinking about earning passive income from rental properties, there's one simple thing that you need as a foundation... Brian Wiley, Financial Advisor www.treec…
 
Brian gets a day off while Jeremiah, Kent, and Steve are still stuck at the office. Today, they discuss the insurance industries and how COVID has affected their operations. Like any other change that occurs, insurance companies are going to adapt. Same with small businesses. How will COVID affect the insurance coverages that companies offer their …
 
Brian Wiley and Steve Rausch get into the legalities of mask mandates that are being implemented all over the country. We know that there are many citizens that will refuse to wear masks because of their "individual rights". Government can't force me to wear them. Right? As it turns out, yes. The duo gives Supreme Court examples and explains why yo…
 
Moderna announced that they just finished their second trial for a coronavirus vaccine. Would you be willing to be one of the first people to try it? If so, how much would you be willing to pay for it? There have been times where vaccines have nearly wiped out a disease, only for anti-vaxxers to deny it. Would you be willing to get this pandemic ov…
 
Brian Wiley, Kent Owings, and Nick Daniels give you the encouragement to bring your ideas to the market! In the Treasure Valley, there is an abundance of advice and resources that could help you bring your product/service to the general public. Know your competition and how you could do it better. Find the core problem that you're trying to solve a…
 
Valuing a business is hard enough when things are going well, but valuing a business that has been impacted by the COVID-19 pandemic can be another kind of tricky at best. Joining host, Domenic Rinaldi, in this episode, to talk about how best to get through the motions of these troubled times in your business is Alexandra (Alex) Reed Lajoux, Ph.D.,…
 
Today, you just get Ed in this solo show. Ed's been getting a lot of questions lately about business valuations. Circumstances with the pandemic are changing, there are more divorces happening now, and the economy is a little different than we've seen in a while. So, Ed takes this episode to share some realistic business valuation tips with you. He…
 
Tonight's CapEd Case Study is about: Elder Abuse. Why are older generations such big targets to predatory sales pitches? Jeremiah Bates and Kent Owings share their own personal stories of their experiences with these types of phone calls. Things that happen more often than you may think! Brian Wiley, Financial Advisor www.treecityadvisors.com Steve…
 
Just today, there were 491 new cases of Coronavirus in the state of Idaho. Meanwhile, Governor Brad Little announced that school will continue as normal in the Fall. Everyone will have different opinions on the effectiveness of masks, but why aren't we trusting the professionals as we would in any other situation? Some are trying to protect their f…
 
Last night, Brian Wiley had a theory about callers and their decisions to wear/not wear a mask. Although it was a small sample size, he found that those who were self-employed were more likely to wear a mask. Why? Because the economy directly affects them. Would you wear a mask if that meant lower taxes? The longer businesses are forced to be close…
 
Would you avoid shopping at a store if they required masks? What do you think that would do to small businesses who are just abiding by the law? We take more callers and ask your view on stores' policies to wear masks. Those who wear masks without question have ONE thing in common. Brian takes a poll on who would/wouldn't wear a mask and the result…
 
We know that overall, Idahoans don't like wearing masks. Now it's mandatory. How likely are you to comply? We take callers' questions and ask their opinions on the issue. Remember, you're not the only people out there in the world. Wearing a mask could save lives... Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.…
 
In our business evolution, there will come a time where we have to take our business to the markets. Unfortunately, not many small business owners realize the value of their business that this transition can be quite difficult to do. With the help of experts in the mergers and acquisitions space, getting your business sold will be a lot easier. Tak…
 
Ed fields a lot of calls from business owners that own real estate and they want to know, what do we do here? What's the effect of this pandemic on our real estate? Are we going to be able to sell it at fair market value? What does the future look like? What does the buyer have to look like in order to buy it in an environment like this? Ed contact…
 
Brian defends yesterday's comments regarding Equity Indexed Annuities by clearing up his frustrations with these "predatory insurance products". He believes that insurance agents shouldn't give investment advice, clarifying that there are two different "hats" that advisory-based professionals should "wear" when selling investment products. Sometime…
 
Brian Wiley is joined by Steven Rausch to talk about a variety of legal topics and questions. As of tomorrow (July 1st), the deceptive use of equity indexed annuities will officially be under surveillance in many states across the country. It's also an issue that Brian and the team as been trying to fight against! Plus, Steve touches on important i…
 
A significant issue facing many business owners is the impact of underfunded multiemployer pension plans. This is most common, but not exclusive to, unionized businesses. In this episode, Todd Solomon joins Domenic Rinaldi to talk about multiemployer pension plans and addressing the needs of participants. Todd is a partner at McDermott Will & Emery…
 
Kent, Alexandra, and Jeremiah take over the program to talk about the pitfalls of high income earners when it comes to retirement. Even for someone who makes $200k/year, it's almost impossible for them to live off of 401(k) and social security benefits alone. The team talks about money behaviors and how it's the basis for funding your later years. …
 
Ed recently spoke to a business owner that said, “You know what, they're going to carry my dead body out of here. And what I want my family to do with this business is liquidate it.” To that business owner, Ed’s got a big surprise for you. Matt Gallivan of Gallivan Auctioneers and Appraisers was on the show. What they were going to talk about was, …
 
Jeremiah Bates and Kent Owings take over tonight's show to discuss this question: Are we headed towards another housing crisis? With mortgage forbearance deadlines approaching, gov't money assistance, and future uncertainty, our housing market could start to form a systemic issue. However, bad times can often lead to opportunities! The two colleagu…
 
Steve Cilley joins the program to talk about the call that he and Brian had with Congressman Russ Fulcher earlier that morning. The reason for the call? The acts implemented by Congress are not accurately being enforced by the SBA when it comes to PPP Loan forgiveness. The SBA are promoting deadlines for applications that were extended by congress …
 
Frequently Asked Question Episode: Each week I answer three questions about business value or selling companies that come in from the website or social media. This is a little bit shorter of an episode, but hopefully, it will be helpful in your journey to making a salable company. This week's questions are: What kind of financing is available betwe…
 
Brian is joined by colleagues Steve Rausch and Kent Owings to further discuss PPP Loan forgiveness. As a business owner, did you do it right? If you took all of your income as a dividend, there may be some issues you need to deal with! The trio explains what you need to do to fix it and why it can end up causing more financial issues. Plus, don't f…
 
On this Monday, Brian Wiley poses this question: Are we currently experiencing the dismantling of our capitalist society? With coronavirus lockdowns and other current events, it sure seems the government is taking more and more control over its citizens. Plus, what are the risks to society from completely re-opening society? On the other hand, what…
 
A significant component of retirement planning is “knowing your number,” i.e., getting a good grasp of how much you need to fund your post-business endeavors – whether it’s operating another business, retirement, or philanthropic work. Joining Domenic Rinaldi on the show today, William “Bill” Douglass, CRPC, CPFA, is an expert in this regard. He is…
 
Does race play a factor in business value and the salability of a company? You wouldn't think that it would, there is empirical data and anecdotal rationale as to why a gap in value exists between black and white businesses. After my conversation, it seems not for the reasons you might guess. It is because of history, education, and the lack of acc…
 
Financial advisor, Kent Owings, joins Brian Wiley to talk about a young man that committed suicide after finding a negative balance of $730,000 in his Robinhood investment account. How could this happen? They talk about how low information investors rule the market and how that makes the stock market so volatile. Developing goals and establishing i…
 
Frequently Asked Question Episode: Each week I answer three questions about business value or selling companies that come in from the website or social media. This is a little bit shorter of an episode, but hopefully it will be helpful in your journey to making a salable company. This week's questions are: What do you get when you buy a business? Y…
 
Brian Wiley and Steve Marsh talk about team coordination. People end up losing thousands and thousands of dollars due to following financial advice from professionals who aren't part of a coordinated team of planners. They talk about the importance of working with a team that offers different skill sets and how losing money doesn't only come from b…
 
Steve Rausch joins the program to talk about Bostock v. Clayton County, where the Supreme Court ruled 6-3 distinguishing the fact that employers cannot fire an employee merely for being gay or transgender. Steve and Brian Wiley break down the case and discuss how the ruling could effect small businesses located in more conservative markets. Plus, w…
 
Coronavirus cases are back on the rise after the recent reopenings of cities all across the United States. Are you wearing your masks? Brian Wiley asks listeners on the coronavirus-free Big Dog Solar Studio Hotline how they are currently living among the virus. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capit…
 
With the COVID-19 right in front of us, one of the most pressing questions many of us in this industry is how the pandemic will impact M&A deals. Although we are still at the early stages of the crisis, it helps to look at some of the telltale signs of how the landscape is changing. In this episode, Domenic Rinaldi is joined by Trevor Crow, a well-…
 
One of the people that Ed’s been hassling and trying to track down and get on the podcast is Brian Trzcinski of MassMutual. Ed’s seen him speak probably three or four times, and each time he comes away shaking his head with such good information. MassMutual do some really great research. Brian is the director of the business market development over…
 
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