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 […]

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 […]

199) About Kirk Francis and Cross Financial Services

Kirk Francis appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Kirk Francis and Cross Financial Services Kirk Francis and Cross Financial Services Cross Financial Services has a clear mission to make a difference in people’s lives. Their expertise and their services are especially useful to business and family business owners. In addition to the Personal Financial Planning and Investment Management they also offer Business and […]

174) About James D. Maher and Archford Capital Strategies

James D. Maher appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

James D. Maher and Archford Capital Strategies James D. Maher and Archford Capital Strategies is an independent wealth management firm that helps high-net-worth individuals and families, closely-held companies, entrepreneurs, executives and families in transition. More About James D. Maher and Archford Capital Strategies For more information about James D. Maher and Archford Capital Strategies, please click […]

57) Your Business and Personal Financial Resources, with BEI’s John H. Brown.

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

57) Your Business and Personal Financial Resources, with BEI’s John H. Brown. As a starting point for step two of The Seven Step Exit Planning Process™, Your Business and Personal Financial Resources, you need to answer these three questions to help reach your exit objectives: How much is your business worth today? How much cash flow […]