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.” […]
Charlotte B. Beyer’s Biography After 20 years on Wall Street, Charlotte founded The Institute For Private Investors in 1991. IPL helps improve the relationship between wealthy investors and their financial advisors. In 1999, she collaborated with The Wharton School to create the first wealth management curriculum in the US for families.Now retired, Charlotte currently serves on […]
Thomas Davidow’s Biography Dr. Davidow has more than 30 years of experience working with hundreds of national and international family controlled enterprises. He’s worked with business clients from diverse fields as well as with family foundations and family offices. Family Business Matters Book Review Family Business Matters if actually a collection of years of questions and answers from […]
Jerry L. Mills’s Biography Jerry L. Mills is the author of three books and has appeared frequently on Fox Business News, Morningstar, various Wells Fargo webcasts and elsewhere. The Exit Strategy Handbook Book Review/Chapter Outline Chapter 1 explains the simple premise of the book. It’s a tool to help business owners sell their companies. Chapter 2 explains […]
Lorraine McGregor’s Biography Since 1990, Lorraine has helped more than one hundred business owners in a wide variety of industries grow to the next level. She also speaks to wealth managers, private bankers, accountants, lawyers and financial planners about the challenges business owners face making the exit decision. The book is full of stories and examples, which […]
John Mill’s Biography Before turning his attention to business succession planning, John Mill spent 25 years in tax planning, business law and litigation problem-solving. He eventually chose succession planning because it’s about everything, so it’s well suited to his skill set. He also likes that it requires a deep knowledge of each client, and the assembling of […]
Richard G. Stieglitz’s Biography Dick currently has several books available on Amazon and they’re all based on his over 30 years experience helping executives achieve their goals through effective leadership conversations. For more information visit Dick’s website. Expensive Mistakes When Buying And Selling Companies Book Review Expensive Mistakes When Buying And Selling Companies starts by stating that the most […]
Barbara Findlay Schenck ‘s and John Davies’s Biographies Barbara Findlay Schenck has spent more than 20 years helping businesses — especially small businesses — start, grow, market, and brand their companies. John Davies is CEO of Sunbelt, the world’s leading business brokerage firm. Selling Your Business For Dummies Book Review This book will really prepare you to sell your business, […]
Jacob E. Orosz’s Biography Jacob has more than 13 years experience facilitating mergers, acquisitions and other business transfers. He’s successfully participated in or managed the sale of over 300 privately held companies, buyers and sellers across the world. How To Sell A Business Book Review Even though this book is really, really short, it still does a […]
Doug Tatum’s Biography Doug Tatum is a CEO, entrepreneur, author and highly sought after speaker. He served as Chairman and CEO of Tatum LLC for over 17 years, growing the company to the largest executive services consulting firm in the US. Prior to that, Doug served as an officer and senior level executive at a […]