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 […]

289) BEI Annual Conference – Kelly Finnell and Executive Financial Services, Inc.

Kelly Finnell appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Kelly Finnell and Executive Financial Services, Inc. Kelly: “Executive Financial Services is an ESOP consulting firm based in Memphis, Tennessee. We’ve been in business since 1981 and for the last seven years ESOPs have been our exclusive factors. So we’re really focused on the use of Employee Stock Ownership Plans and ownership succession planning, which […]

283) BEI Annual Conference – Chris Rich and Goldenhawk Professional Associates

Chris Rich appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Chris Rich and Goldenhawk Professional Associates Chris Rich: “Well, we’ve been in business 25 years, we work with business owners. Really what we do is we show them how to receive maximum value for their life’s work.” Norman A. Hood: “I know you get a lot of customers, I know obviously because you’ve been doing […]

275) About Kevin P. Clingan and Digital Benefit Advisors

Kevin P. Clingan appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Kevin P. Clingan and Digital Benefit Advisors Kevin: “So I began my employee benefits career about 25 years ago as an underwriter so I understand some of the risks and how that impacts cost. And then moved into the sales arena with different products, different methods of attacking the employee benefit issue of the time, […]

273) About James W. Berry, Jr. and Berry and Tudor, P.C.

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

James W. Berry, Jr. and Berry and Tudor, P.C. Jim: “Sure. I started of as an electrical engineer – Vanderbilt engineer. I never thought I’d be a lawyer but when I graduated in 1971 the money has kind of fallen out of the engineering market. The buddy of mine who got about a year ahead of me […]

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. […]

259) About Andrew T Holmes and Executive Financial Services, Inc.

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

Andrew T Holmes and Executive Financial Services, Inc. Andrew: Sure. My name is Andrew Holmes. I’ve been with Executive Financial Services for almost five years now. We are a boutique ESOP consulting firm based in Memphis with a national footprint. I didn’t really know it at the time that I’ve been preparing for this career […]

258) About Philip Miron and Hyden, Miron and Foster, PLLC

Philip Miron appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Philip Miron and Hyden, Miron and Foster, PLLC Philip: “Okay. Well, I’m a CPA, attorney, practice primarily as an attorney. I’ve been in practice for almost 30 years. I started off my career with an accounting firm. I did an audit, worked for large, medium-sized businesses at Houston, Texas. Left there decided I want to go […]

255) About Mary Elizabeth (Lisa) Moriconi and Legacy Capital Group

Mary Elizabeth (Lisa) Moriconi appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Mary Elizabeth (Lisa) Moriconi and Legacy Capital Group Lisa: “Okay. Well, my name is Lisa Moriconi and I was born and raised in Little Rock and left and went to Baton Rouge, graduated from LSU and came home. And my first job out of college was at the United Way and I sold warm fuzzies […]

254) About Jeff Dixon and Eichenbaum Liles P.A.

Jeff Dixon appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Jeff Dixon and Eichenbaum Liles P.A. Jeff: I’m a tax attorney as you stated, with Eichenbaum Liles, which is a full-service law firm here in Little Rock, Arkansas. After law school, I went to tax school at the University of Florida in Gainesville and got the Masters of Law and Tax and for the past 25 years I’ve […]