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 […]

299) BEI Annual Conference – Scott Bailey and InTheBlack – Ink Co

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

  Scott Bailey and InTheBlack – Ink Co Scott Bailey: “Yes, I liked too. I named it In The Black-Ink Company because I help people stay cash flowing in the black, versus in the red. I provide part time CFO work, I do some coaching and exit plan usage.” Norman A. Hood: “You were a speaker […]

297) BEI Annual Conference – Robert Spivey and Wealth Strategies For Life, LLC

Robert Spivey appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Robert Spivey and Wealth Strategies For Life, LLC Robby: “Yes, I can do that. Wealth Strategies for Life is a new endeavor for me. I’m trying to focus now in what I’m passionate about the last part of my career and which will be working with business owners, entrepreneurs, a lot of executives and helping […]

292) BEI Annual Conference – Michael J. Malloy, PhD. and LEGACY HP

Michael J. Malloy, PhD. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Michael J. Malloy, PhD. and LEGACY HP   Michael: “Legacy HP. We’re a national network of advisors and our passion is to help business owners grow the value of their business and we do that by helping them take actions in four areas; transition planning or exit planning, help reducing taxes, managing risk in the […]

291) BEI Annual Conference – Mark Flenniken and Circle Insurance

Mark Flenniken appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Mark Flenniken and Circle Insurance Mark: “Circle Insurance is a firm that we formed by entrepreneurs, for entrepreneurs primarily. We do all services for business owners from property and casualty, life insurance, benefits and then also securities, and the core of all the conversations is based around exit planning and what exit planning may mean […]

290) BEI Annual Conference – Ken Stiefler and Exits LLC

Ken Stiefler appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Ken Stiefler and Exits LLC Norman: “You’ve been a BEI member a long time I know.” Ken: “I think since the very beginning.” Norman: “Tell us a little bit about your practice, what you do and everything.” Ken: “I’m a bit unique in that I’m just doing exit planning. I don’t have any other practice. I used to be […]

285) BEI Annual Conference – James Moore and Law Offices of James L Moore, PC

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

James Moore and Law Offices of James L Moore, PC Norman A. Hood: “Good to have you here. You’re a BEI member, I take it.” James Moore: “That’s correct.” Norman A. Hood: “Could you tell us just a little bit your firm? I know you’re an attorney, so just tell us about the law firm.” […]

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 […]

281) BEI Annual Conference – Andrew Karlen and Karlen and Stolzer, LLP

Andrew Karlen appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Andrew Karlen and Karlen and Stolzer, LLP Andrew: “We’re in White Plains, New York which is a suburb of New York City. It’s just my partner, my spouse and myself. For many years, I have gravitated towards business law and particularly towards working with family-owned businesses. I’m a member of The Family Firm Institute and a member […]