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 […]

301) BEI Annual Conference – Terrell Sheppard and Asset Management Group

Terrell Sheppard appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Terrell Sheppard and Asset Management Group Terrell: “I’m with Asset Management Group. We are a company based in Virginia and one thing we do is we specialize working with government contractors. Our business model is particularly helping them to build value within their business and ultimately positioning them to be able to retire out of that business […]

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 […]

296) Watch our BEI 2015 annual conference interview featuring Robert Langan and Langan Financial Group.

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

Robert Langan and Langan Financial Group Bob: “We are situated in Central Pennsylvania. We have ten employees, six administrative staff, and four people in the EA office that do what I do or some part of what I do, and we are very strong in business succession planning and potential markets. Basically, we tell people how […]

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 […]

288) BEI Annual Conference – Josh Patrick and Stage 2 Planning Partners

Josh Patrick appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Josh Patrick and Stage 2 Planning Partners Josh: “I currently have two careers. My first 20 years, I was a second generation in the family business. I had the good fortune of being sent off to close down an operation. I ended up buying it from my father. Over the next 20 years, we grew […]

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 […]

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 […]

264) About Jamie Cochran and Shoemaker Financial

Jamie Cochran appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Jamie Cochran and Shoemaker Financial Jamie Cochran: “Okay, great, thanks. Well, I grew up actually right around the corner so I grew up here in Memphis and attended the University of Tennessee for undergrad and right after that I went to work for two different Fortune 500 companies–lived in the Chicago-land area, Oklahoma, Georgia. Moved […]

256) About Matthew “Matt” Jones and Legacy Capital Group

Matthew “Matt” Jones and Legacy Capital Group Matt: Okay. Well, my background started I was Arkansas born and raised. I went to undergraduate at the University of Arkansas. I got a finance degree and then decided that I wanted to be a lawyer, ended up going to law school back in the early ’90s. Decided towards […]