287) BEI Annual Conference – John Degan and John Degen and Associates, LLC

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

John Degan and John Degen and Associates, LLC Norman: “Tell us a little about yourself and your firm.” John: “Sure, Kansas City native, my firm is called John Degen and Associates. I’m a business transition specialist. My passion is working with business owners and exactly that. There are too many business owners that don’t have […]

286) BEI Annual Conference – John H. Brown and BEI

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

John H. Brown and BEI Norman: “Hi, I’m Norman A. Hood, Financial Advisor and host of the Exit Plan Show. We’re at the 2015 BEI National Conference in Denver, Colorado. And we’re lucky to have with us CEO and founder of BEI, John Brown. Welcome to the show John.” John: “Thanks, Norman, great to be here.” […]

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 […]

280) About Tammy Paxton and Capital Financial Group

Tammy Paxton appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tammy Paxton and Capital Financial Group “Okay. I started about 25 years ago as an accountant. Decided, while I loved working with clients in that respect, I wanted to be able to help them with more than just one piece of their financial world. So about 12 years ago, I got my Certified Financial Planner designation […]

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 […]

274) About Jim Cumbee and Tennessee Valley Group, Inc

Jim Cumbee appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Jim Cumbee and Tennessee Valley Group, Inc Jim: “Really good to be here, again, I’m a lawyer; I practiced law for a couple of years early in my career, didn’t really love the law, decided I want to pursuit business, so I went to Harvard Business School. I got an MBA and soon after Harvard, […]

272) About Blain Wease and Provincial Development Group, Inc

Blain Wease  appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Blain Wease and Provincial Development Group, Inc Blain: Okay. I’m happy to do so, and first of all, thanks for having me on and I’m looking forward to this.So I came — I’m a native of Toronto and I started my sales career in the cellular phone industry at the entry-level kind of down the […]