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 […]

257) About Mike Boschetti and Cornerstone Advisors, LLC

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

Mike Boschetti and Cornerstone Advisors, LLC Mike Boschetti: “I’m a CPA by training, worked in Public Accounting for about 13 years, my latest assignment I guess would be a partner with Deloitte, I was an audit partner and part of that though and some of the firms I was with including your own firm before […]

197) About John F. Dini and MPN Incorporated

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

John F. Dini and MPN Incorporated John F. Dini and MPN Incorporated helps business owners by using their experience. They’ve won their business spurs in action, by delivering under pressure, and by bearing personal responsibility for the gains and losses of their own companies. They’ve started successful companies, turned troubled companies around, and run rapidly […]

185) About Larry Hughes and The Hughes Group, LLC

Larry Hughes appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Larry Hughes and The Hughes Group, LLC Larry Hughes and The Hughes Group, LLC help business owners sell their business for top value so they can retire in style. More About Larry Hughes and The Hughes Group, LLC For more information about Larry Hughes and The Hughes Group, LLC, please click here to visit Larry’s profile […]

138) Selling Or Transferring A Business

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

Selling Or Transferring A Business Bill McCalpin answers three questions we asked him about selling or transferring a business: 1) Once the decision has been made to sell or transfer a business, what’s the timetable for completion? 2) Which goals are harder to meet than others? 3) How do the terms of a sale/transfer impact […]

137) Exit Planning Case Studies

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

Exit Planning Case Studies Bob Zarlengo draws on his years of experience to answer our questions about his favorite exit planning case studies: 1) What’s your most remarkable 3rd party sale case study in terms of results? 2) What’s your most remarkable insider transfer case study in terms of results? 3) What’s your most disappointing […]

135) Personal Wealth And Estate Planning

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

Personal Wealth And Estate Planning Personal Wealth And Estate Planning is sometimes presented as one of the last steps of the exit planning process, but Ken Steifler explains why it’s important to look at it both before and after the sale/transfer of a business. By dividing issues into those that should be addressed before the sale versus after the sale, […]

130) Running A Business While Preparing It For Sale

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

Running A Business While Preparing It For Sale Bill McCalpin talks about the difficult balancing act that occurs when an owner is running a business while preparing it for sale. To do so, he explains how Capitalize Network actually helps an owner run their business while they’re preparing to either sell it to third party or transfer […]

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 […]

127) Business Continuity Planning

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

Business Continuity Planning Business continuity planning is important for business owners who want to reduce the risk that their exit plan will fall through before it’s completed. Ken Stiefler explains exactly why this step is so important to the exit planning process and how the continuity planning process is different for a solely owned versus […]