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 […]

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 […]

183) About John E. Curzon and CCK Strategies

John E. Curzon appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

John E. Curzon and CCK Strategies John E. Curzon and CCK Strategies helps their clients succeed and accomplish their business goals for the future. In 1997, John was a co-founder of the firm on the principle of  service. In 2002, CCK became a member of the nationally recognized McGladrey Alliance. More Information About John E. Curzon and […]

161) About Tim McDaniel and Rea and Associates, Inc.

Tim McDaniel  appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tim McDaniel and Rea and Associates, Inc. Tim McDaniel and Rea and Associates, Inc. is an Ohio public accounting firm with more than 200 professionals who provide clients with a complete range of accounting services and professional business counsel. Rea has an extensive history that dates back to 1938. More About Tim McDaniel and Rea and […]

149) About Thomas Sponsel And Sponsel CPA Group LLC

Thomas J Sponsel appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Thomas Sponsel And Sponsel CPA Group LLC Thomas Sponsel and Sponsel CPA Group LLC are a CPA Firm, with emphasis in business valuation, providing middle market companies with solutions to their business challenges. More About Thomas Sponsel And Sponsel CPA Group LLC Please click here to visit Thomas Sponsel’s profile page and see all his Exit Plan […]

129) Exit Planning Roles

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

Exit Planning Roles Highly experienced business CPA, valuator and exit planner, Bob Zarlengo, outlines the exit planning roles that are typically assumed by some of a business owner’s other advisors. Starting with financial planners, he explains their primary role during the process. The insurance agent’s role is discussed next, followed by the family business consultant’s. As […]

121) How Value Drivers Influence Valuations

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

How Value Drivers Influence Valuations Today’s guest, Bob Zarlengo, addresses how value drivers influence valuations. To start the interview we asked him how much attention appraisers pay to operating systems when arriving at the value of a business? We followed up by talking about to what extent he’d seen sudden changes in a business sector influence the […]

113) CPA Involvement In The Exit Planning Process

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

CPA Involvement In The Exit Planning Process From the perspective of an experienced CPA who specializes in exit planning, Bob Zarlengo is well qualified to talk about CPA involvement in the exit planning process. At the beginning of the interview he talks about when the CPA should become involved in the exit planning process. He […]