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 […]

295) BEI Annual Conference – Nicholas Niemann and McGrath North | Business Model

Nicholas Niemann appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Nicholas Niemann and McGrath North | Business Model Norman: “I’ve read your books and I know in one at least you focused on business owners and their business model. Can you tell us a little bit about that?” Nick: “Sure. What I found Norman in working with business owners for the past few decades is there’s […]

294) BEI Annual Conference – Nicholas Niemann and McGrath North

Nicholas Niemann appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Nicholas Niemann and McGrath North Norman A. Hood: “You come here a lot, right? I know you presented here.” Nicholas K. Niemann: “I think this is my twelfth year down here with BEI Annual Conference. I enjoy coming back every year.” Norman A. Hood: “You’ve done a lot of Exit Planning, I know.” Nicholas K. […]

293) BEI Annual Conference – Mike Dougan and IBVA

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

Mike Dougan and IBVA Norman A. Hood: “To give people a little background, we originally did our first road show in Denver. It was in November 2014, you were one of our first guests. You did, I think, six interviews with us, which are all on our website now. People want to learn a little […]

292) BEI Annual Conference – Michael J. Malloy, PhD. and LEGACY HP

Michael J. Malloy, PhD. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Michael J. Malloy, PhD. and LEGACY HP   Michael: “Legacy HP. We’re a national network of advisors and our passion is to help business owners grow the value of their business and we do that by helping them take actions in four areas; transition planning or exit planning, help reducing taxes, managing risk in the […]

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 […]

290) BEI Annual Conference – Ken Stiefler and Exits LLC

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

Ken Stiefler and Exits LLC Norman: “You’ve been a BEI member a long time I know.” Ken: “I think since the very beginning.” Norman: “Tell us a little bit about your practice, what you do and everything.” Ken: “I’m a bit unique in that I’m just doing exit planning. I don’t have any other practice. I used to be […]

289) BEI Annual Conference – Kelly Finnell and Executive Financial Services, Inc.

Kelly Finnell appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Kelly Finnell and Executive Financial Services, Inc. Kelly: “Executive Financial Services is an ESOP consulting firm based in Memphis, Tennessee. We’ve been in business since 1981 and for the last seven years ESOPs have been our exclusive factors. So we’re really focused on the use of Employee Stock Ownership Plans and ownership succession planning, which […]

288) BEI Annual Conference – Josh Patrick and Stage 2 Planning Partners

Josh Patrick appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Josh Patrick and Stage 2 Planning Partners Josh: “I currently have two careers. My first 20 years, I was a second generation in the family business. I had the good fortune of being sent off to close down an operation. I ended up buying it from my father. Over the next 20 years, we grew […]