303) BEI Annual Conference – Timothy Dougherty and Windsor Financial Group

Timothy Dougherty appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Timothy Dougherty and Windsor Financial Group Timothy Dougherty: “The firm is Windsor Financial Group. I’ve been with the firm for 29 years, straight out from college and I knew pretty early on what I was called to do is to help people make smart choices with their money. And I got into the business side of […]

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 […]

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 […]

271) About Andy Faught and Capital Financial Group, LLC

Andy Faught appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Andy Faught and Capital Financial Group, LLC Andy Faught: “Okay, so I’ve been with Capital Financial Group for about eight years now. I joined there– I actually run our financial planning department is one of my roles there, and then work with our advisors specifically they’re working with closely held businesses in some phase of […]

269) About Road Ammons and Butler Snow Advisory Services, LLC

Road Ammons  appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Road Ammons and Butler Snow Advisory Services, LLC Road: “Okay, Norman, thanks for inviting. Thanks for allowing me to share some of my expertise in the area of management consultant in investment banking as my history, my background. Basically, I’m a managing director with Butler Snow Advisory Services. We are a wholly owned subsidiary of […]

263) About Greyson E. Tuck and Gerrish McCreary Smith, Consultants and Attorneys

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

Greyson E. Tuck and Gerrish McCreary Smith, Consultants and Attorneys Greyson Tuck: Sure, absolutely. My name is Greyson Tuck. I’m an attorney and consultant with Gerrish McCreary Smith in Memphis, Tennessee. And we are a consulting firm, a legal firm that works with community banks nationwide, worked clearly with the banks from Maine to Alaska. […]

253) About Gary Perritt, Consultant

Gary Perritt  appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Gary Perritt, Consultant Sure. Coming out of the University of Arkansas, went into business, work for New York Stock Change Company for a good while, broke out. I had the entrepreneurial spirit and have owned numerous companies and built them up, probably the largest in 16 different countries, 34 offices and over a period of time […]

235) About Michael Mirau and ProActive Leadership Group

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

Michael Mirau and ProActive Leadership Group Michael: Okay. All right. Well, I grew up in a family owned business. So, I’ve been around business since I was 12 years old and we ran a service station in a small town Northeast of Dallas and I went off to school after I graduated from high school […]

229) About Doug Box and Box Family Advisors, LLC

Doug Box appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Doug Box and Box Family Advisors, LLC Doug: Sure, Norm. Well, I grew up in a family business and my father was quite an entrepreneur William Gas Smith Manufacturing. I was the youngest of four sons and we went through a lot of challenges in our family business. We had a lot of problems after […]

227) About Brent M. Longnecker and Longnecker & Associates

Brent M. Longnecker appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Brent M. Longnecker and Longnecker & Associates Brent: “Okay, well, I actually grew up here in Dallas. Went to Dallas Jesuit; from here, I won a soccer scholarship to the University of Houston, got a bachelors and a masters. Left there and actually owned a lot of different firms, financial planning, a broker-dealer and about […]