307) Timing of Mergers and Acquisitions

John Slater appears on The Exit Plan Show to talk about timing in mergers and acquisition.

  Timing of Mergers and Acquisitions – Today’s Environment Excerpts from John Slater’s case study interview about the timing of mergers and acquisitions: “We’re right now in an environment where the amount of money available for the purchase of businesses is greater than it’s ever been, the recent estimate’s 1.2 trillion dollars. Money that’s available […]

306) Digital Transformation – Will Your Company Be A Victim?

Digital Transformation - Will Your Company Be A Victim? Exit Plan Show interview with John Slater.

  Digital Transformation Excerpts from John’s interview about digital transformation. “Basically, I’ve always been a huge fan of technology. I read science fiction when I was a kid and have always been fascinated by computers and networks and the Internet. What I have come to notice is technology, up to very recently, was something that […]

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 […]

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 […]

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 […]

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 […]

265) About John Slater and Focus Investment Banking LLC

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

John Slater and Focus Investment Banking LLC John: “I’m a native of Memphis and have practiced my professions since 1970. I started getting in the colleges then I went to law school. I got professional training in law at University of Virginia, economics degree at Princeton and for about nine years I practiced law here […]

261) About David A. Harris and Southard Financial, LLC

David A. Harris appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

David A. Harris and Southard Financial, LLC Dave: “Okay. My background is that I got a Masters of Business Administration and went into Corporate finance for a few years, and then in 1985 got into the Business appraisal profession and have been doing that ever since, so 30 years this month… (continues) Southern Financial is a […]