165) Redefining your life’s purpose after you sell your company.

Tammy Kling appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Redefining Your Life’s Purpose If you’re business owner, watch this episode as Tammy Kling reveals three steps to redefining your life’s purpose after you leave your company. 1) Be authentic by pursuing whatever they’re naturally called to do. 2) Focus on the next thing and not the past. 3) Focus on their legacy, after first determining […]

135) Personal Wealth And Estate Planning

Ken Stiefler appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Personal Wealth And Estate Planning Personal Wealth And Estate Planning is sometimes presented as one of the last steps of the exit planning process, but Ken Steifler explains why it’s important to look at it both before and after the sale/transfer of a business. By dividing issues into those that should be addressed before the sale versus after the sale, […]

101) Business and Individual Taxation Planning

Tim Scott appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Business and Individual Taxation Planning Tim Scott appears in this video about business and individual tax planning to talk about the most common short-term (1-3 years) and long-term (3-10 years) tax strategies. He also discusses charitable remainder trusts and how are they used for tax planning. If you’re considering transferring your business to an insider or selling […]

93) Estate Planning And Administration In Exit Planning Process

Tim Scott appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Estate Planning And Administration In Exit Planning Process Estate planning and administration in the exit planning process is often thought to be one of the final steps of transferring an ownership interest. In this interview, however, Tim explains why it needs to start much sooner than that. In his explanation, he also talks about the basic […]

82) Personal Wealth And Estate Planning Problem Summary.

Elizabeth Mower appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

For More Information This is just a summary of Elizabeth Mower’s interview. Please watch episode 81 for the full interview. About Elizabeth Mower Please watch episode 67 for more information about Elizabeth Mower and her role at Business Enterprise Institute. More Information Visit our archive page for more information about how to retire and be happy. Location Sponsor Thank […]

81) Problems With Personal Wealth And Estate Planning.

Elizabeth Mower appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Problems With Personal Wealth And Estate Planning Problems with personal wealth and estate planning  often come up  in step seven of  The Seven Step Exit Planning Process™. Most can be be prevented if they are addressed  before the exit planning process starts. Before you ever begin the exit planning process, you need to answer these five questions: […]

65) Business Continuity and Personal Wealth And Estate Planning, with BEI’s John H. Brown.

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

Business Continuity and Personal Wealth And Estate Planning In steps six and seven of The Seven Step Exit Planning Process™, Business Continuity and Personal Wealth And Estate Planning, we coordinate your business continuity planning with your lifetime objectives and your estate plan with your step one objectives. Business Continuity Business continuity planning helps make sure  your […]

64) Transferring Your Ownership To Insiders Summary, with BEI’s John H. Brown.

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

For More Information This is just a summary of John H. Brown’s interview about Transferring Your Ownership To Insiders. Please watch episode 63 for the full interview. About John H. Brown Please watch episode 53 for more information about John H. Brown and Business Enterprise Institute. John H. Brown’s profile page. More Information Visit our archive […]

52) Reviewing “Wealth Management Unwrapped”, by Charlotte B. Beyer.

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 […]

39) Reviewing John Leonetti’s “Exiting Your Business, Protecting Your Wealth.”

Exiting Your Business, Protecting Your Wealth - Book Review

John Leonetti’s Biography: John M. Leonetti, Esq., M.S. Finance, CFP, CM&AA and a Certified Business Exit Consultant® is the founder and CEO of Pinnacle Equity Solutions, Inc., an exit strategies firm specializing in exit strategy design and execution services to advisors and their privately held business owners.  John is a nationally recognized leader in the […]