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 […]

138) Selling Or Transferring A Business

William McCalpin appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Selling Or Transferring A Business Bill McCalpin answers three questions we asked him about selling or transferring a business: 1) Once the decision has been made to sell or transfer a business, what’s the timetable for completion? 2) Which goals are harder to meet than others? 3) How do the terms of a sale/transfer impact […]

137) Exit Planning Case Studies

Bob Zarlengo appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Exit Planning Case Studies Bob Zarlengo draws on his years of experience to answer our questions about his favorite exit planning case studies: 1) What’s your most remarkable 3rd party sale case study in terms of results? 2) What’s your most remarkable insider transfer case study in terms of results? 3) What’s your most disappointing […]

136) Valuation Discounts

Mike Dougan appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Valuation Discounts Mike Dougan has years of experience determining valuation discounts for business owners throughout the US. In this interview he discusses 1) marketability discounts, 2) minority interest discounts,  3) customer concentration discounts and 4) concentration of supplier discounts. He also explains how he arrives at all four discounts. More Information About Valuation Discounts For more information […]

132) Pretend This Is Shark Tank Instead Of The Exit Plan Show

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

Pretend This Is Shark Tank Instead Of The Exit Plan Show Shark Tank is one of our favorite shows, so we asked guest David Kesssenich to play along and pretend this is Shark Tank instead of The Exit Plan Show. Assuming the role of billionaire Mark Cuban, David answered by telling us the three things must be right […]

131) Selecting A Transaction Intermediary

Chris Bouck appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Selecting A Transaction Intermediary Chris Bouck teaches business owners the basics of selecting a transaction intermediary. During our interview he suggests several important questions a seller should ask about an investment banker’s experience, references and fees. More Information About Selecting A Transaction Intermediary For more information about his services, please visit Chris’s profile page for his contact information. More […]

130) Running A Business While Preparing It For Sale

William McCalpin appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Running A Business While Preparing It For Sale Bill McCalpin talks about the difficult balancing act that occurs when an owner is running a business while preparing it for sale. To do so, he explains how Capitalize Network actually helps an owner run their business while they’re preparing to either sell it to third party or transfer […]

129) Exit Planning Roles

Bob Zarlengo appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Exit Planning Roles Highly experienced business CPA, valuator and exit planner, Bob Zarlengo, outlines the exit planning roles that are typically assumed by some of a business owner’s other advisors. Starting with financial planners, he explains their primary role during the process. The insurance agent’s role is discussed next, followed by the family business consultant’s. As […]

128) Lowest Defensible Value

Mike Dougan appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Lowest Defensible Value Professional valuator, Mike Dougan, of Independent Valuations and Appraisals, defines the term “lowest defensible value”, then discusses the factors that can be used to help arrive at it. We concluded the interview by asking Mike to tell us about the highest valuation discount he’d ever seen applied and how it was justified. More Information About […]

127) Business Continuity Planning

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

Business Continuity Planning Business continuity planning is important for business owners who want to reduce the risk that their exit plan will fall through before it’s completed. Ken Stiefler explains exactly why this step is so important to the exit planning process and how the continuity planning process is different for a solely owned versus […]