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 […]

238) About Whitney Johns Martin and TWV Capital Management

Whitney Johns Martin appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Whitney Johns Martin and TWV Capital Management Whitney: “Well, most of my career has been in the area of mergers and acquisitions. When you asked me that question earlier I started thinking back to the beginning and it actually did start with mergers and acquisitions when I practice law in the early ‘80s, very early ‘80s. […]

237) About Robert Hill and Waterview Advisors

Robert Hill appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Robert Hill and Waterview Advisors Robert: “I’m a Longhorn. I’ve been in Texas all my life, a multi-generation Texan, you can probably tell it from the way I speak. I started off in the banking business. Got to work with a lot of the energy companies in this part of the world. Then after a number […]

236) About Paul K. Chafetz PhD

Paul K. Chafetz PhD appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Paul K. Chafetz, PhD Paul: Sure. I am a native of Memphis, Tennessee; born and raised in Memphis. I got my bachelor’s degree in psychology from Brown University; I finished my PhD in clinical and health psychology at the University of Florida, and then did a one-year internship in clinical and health psychology at Duke […]

234) About Mark Wigder and Gray Reed and McGraw, P.C.

Mark Wigder appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Mark Wigder and Gray Reed and McGraw, P.C. Mark: “Well I started off out of law school in the J-Corps, the Navy J-Corps and then joined Jenkens and Gilchrist in Dallas in 1975 and practiced corporate securities law there until 2007 was Hunton and Williams and then I’ve been with Grey Reed since 2009 primarily working […]

233) About Mariann Montgomery and Murphy Business and Financial

Mariann Montgomery appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Mariann Montgomery and Murphy Business and Financial Mariann: Sure. Well, I was born and raised in a farming ranch. So I have an agriculture background, and I have two degrees from Texas A&M, and they’re both in agriculture. And I spent six years in production agriculture, and then I moved to a family business that […]

232) About Joan M. Ridley and Business Wealth Solutions, LLC

Joan M. Ridley appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Joan M. Ridley and Business Wealth Solutions, LLC Joan: It’s been an interesting career path. I would never have guessed I would have ended up here. I started out- my undergraduate degree is in Psychology. I was going to be a guidance counselor in a high school, so it’s very different. During graduate school I […]

231) About Jason Faucett and Transition Capital Partners

Jason Faucett appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Jason Faucett and Transition Capital Partners Jason: Of course. Yes. We’re 22-year-old private equity group. We’ve been in Dallas and what we’re doing today is exactly what we’re doing 22 years ago with pieces has never changed and that is working with entrepreneurs. We want to partner with the founders of business since the people […]

229) About Doug Box and Box Family Advisors, LLC

Doug Box appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Doug Box and Box Family Advisors, LLC Doug: Sure, Norm. Well, I grew up in a family business and my father was quite an entrepreneur William Gas Smith Manufacturing. I was the youngest of four sons and we went through a lot of challenges in our family business. We had a lot of problems after […]

228) About Brian A. Wendler and National Business Valuation Services, Inc.

Brian A. Wendler appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Brian A. Wendler and National Business Valuation Services, Inc Brian: “Okay, great. While achieving my MBA and CPA, I was in commercial banking for approximately five years pending being a commercial loan officer and during that time one of our good clients, who is from a very wealthy family, hired me to join his financial […]