305) BEI Annual Conference – Tom Bayer and Sikich

Tom Bayer appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tom Bayer and Sikich Norman: “A little side note, when we hatched this idea of doing The Exit Plan Show, I had to have an initial guest and Tom was it. To start out, Tom, I’m going to have you talk a little bit about what you’re going to present about and I know this is […]

300) BEI Annual Conference – Tanya Scott and Hutchinson and Bloodgood, LLP

Tanya Scott appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tanya Scott and Hutchinson and Bloodgood, LLP Tanya: “I’m a CPA and I’d like to say I am a business growth and exit strategist and I’m a partner in a CPA firm in California. The name of our firm is Hutchinson and Bloodgood.” Norman: “You and I talked a little bit off camera when I stopped […]

298) BEI Annual Conference – Ronald Barnes and Mountjoy Chilton Medley

Ronald Barnes appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Ronald Barnes and Mountjoy Chilton Medley Norm: “Could you tell us a little about your firm what you do and that sort of thing?” Ron: “Sure. MCMCBs advisors is a full-service CPA firm and we’re located in several states, but my focus for that firm now is to transition to exit or succession planning for […]

288) BEI Annual Conference – Josh Patrick and Stage 2 Planning Partners

Josh Patrick appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Josh Patrick and Stage 2 Planning Partners Josh: “I currently have two careers. My first 20 years, I was a second generation in the family business. I had the good fortune of being sent off to close down an operation. I ended up buying it from my father. Over the next 20 years, we grew […]

284) BEI Annual Conference – Donald Feldman and Keystone Business Transitions, LLC

Donald Feldman appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Donald Feldman and Keystone Business Transitions, LLC Donald: “Well I started off doing estate planning for business owners and helping them transfer their businesses primarily forward. I became quite experienced in that and quite enjoyed it, but it was natural for me to branch out into other types of business entities. I ran into business […]

282) BEI Annual Conference – Bob Zarlengo and Zarlengo Raub

Bob Zarlengo appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Bob Zarlengo and Zarlengo Raub Bob: “Well, basically the conference is for exit planners. And what I talked about was how to cement yourself into exit planning for the family-owned business. Okay, so we talked about that. I started off and I spent a little bit of time telling them what a big segment that was […]

280) About Tammy Paxton and Capital Financial Group

Tammy Paxton appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tammy Paxton and Capital Financial Group “Okay. I started about 25 years ago as an accountant. Decided, while I loved working with clients in that respect, I wanted to be able to help them with more than just one piece of their financial world. So about 12 years ago, I got my Certified Financial Planner designation […]

279) About Susan Keffer and MCKERLEY and NOONAN CPA

Susan Keffer appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Susan Keffer and MCKERLEY and NOONAN CPA Susan: I began 35 years ago after graduating from Belmont University working with the Internal Revenue Service for five years as a Revenue Agent. That was just a recommendation of senior partner at one of the large lending firms. He said, “I’d rather hire somebody who had five […]

273) About James W. Berry, Jr. and Berry and Tudor, P.C.

James W. Berry, Jr. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

James W. Berry, Jr. and Berry and Tudor, P.C. Jim: “Sure. I started of as an electrical engineer – Vanderbilt engineer. I never thought I’d be a lawyer but when I graduated in 1971 the money has kind of fallen out of the engineering market. The buddy of mine who got about a year ahead of me […]

262) About David C. Nanney and David C Nanney, CPA, PLLC

David C. Nanney appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

David C. Nanney and David C Nanney, CPA, PLLC David: “Yes, I have had over 20-years experience in the accounting profession, both in the public industry. I mean private industries such as Auto Zone, and Pfizer. Some large companies, and then public accounting as well as a large national firm here in Memphis that started […]