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 […]

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 […]

284) BEI Annual Conference – Donald Feldman and Keystone Business Transitions, LLC

Donald Feldman appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Donald Feldman and Keystone Business Transitions, LLC Donald: “Well I started off doing estate planning for business owners and helping them transfer their businesses primarily forward. I became quite experienced in that and quite enjoyed it, but it was natural for me to branch out into other types of business entities. I ran into business […]