293) BEI Annual Conference – Mike Dougan and IBVA

Mike Dougan appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Mike Dougan and IBVA Norman A. Hood: “To give people a little background, we originally did our first road show in Denver. It was in November 2014, you were one of our first guests. You did, I think, six interviews with us, which are all on our website now. People want to learn a little […]

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 […]

276) About Leo J. DeLisi, Jr. and DeLisi and Ghee, LLC

Leo J. DeLisi, Jr. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Leo J. DeLisi, Jr. and DeLisi and Ghee, LLC Leo: “Okay. Well, I’ve been in the business valuation field for 30 years. It seems that these are formed by and they got into the field. I came out of the business brokerage world. So I was in that for a couple of years with some […]

261) About David A. Harris and Southard Financial, LLC

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

David A. Harris and Southard Financial, LLC Dave: “Okay. My background is that I got a Masters of Business Administration and went into Corporate finance for a few years, and then in 1985 got into the Business appraisal profession and have been doing that ever since, so 30 years this month… (continues) Southern Financial is a […]

260) About Z. Christopher Mercer and Mercer Capital Management, Inc.

Z. Christopher Mercer appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Z. Christopher Mercer and Mercer Capital Management, Inc. Norm, I started in financial services many years ago, working at first Tennessee bank. I’d been spending a little time with the US Military. From there, I progressed to an investment banking firm where I was bank stock analyst and took responsibility for valuing businesses and more […]

228) About Brian A. Wendler and National Business Valuation Services, Inc.

Brian A. Wendler appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Brian A. Wendler and National Business Valuation Services, Inc Brian: “Okay, great. While achieving my MBA and CPA, I was in commercial banking for approximately five years pending being a commercial loan officer and during that time one of our good clients, who is from a very wealthy family, hired me to join his financial […]

210) About Richard Claywell, CPA

Richard Claywell  appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Richard Claywell, CPA Richard: “I have a CPA. I have a Bachelors Degree in Accounting in a prior life. I was the controller of a public company with 13 subsidiaries. I was also a controller of a privately held company with 21 subsidiaries. In the ‘80s, the oil and gas industry was going down here in […]

195) About Gerald W. Brown, Sr. and RSI & Associates, Inc.

Gerald W. Brown, Sr. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Gerald W. Brown, Sr. and RSI & Associates, Inc. Gerald W. Brown, Sr. and RSI & Associates, Inc. is backed by over two decades of business management and consulting experience and specializes in business valuation, exit planning, economic analysis, business consulting, and litigation support. More About Gerald W. Brown, Sr. and RSI & Associates, Inc. For […]

191) About William “Bill” Dimick and Padgett, Stratemann & Co., LLP

William "Bill" Dimick appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

William “Bill” Dimick and Padgett, Stratemann & Co., LLP William “Bill” Dimick and Padgett, Stratemann & Co., LLP are dedicated to professional excellence, integrity, and community service, while providing a range of sophisticated accounting, audit, tax, and other consulting services to meet your individual and business needs. More About William “Bill” Dimick and Padgett, Stratemann & […]