Tag Archives: CO

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 […]

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 […]

286) BEI Annual Conference – John H. Brown and BEI

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

John H. Brown and BEI Norman: “Hi, I’m Norman A. Hood, Financial Advisor and host of the Exit Plan Show. We’re at the 2015 BEI National Conference in Denver, Colorado. And we’re lucky to have with us CEO and founder of BEI, John Brown. Welcome to the show John.” John: “Thanks, Norman, great to be here.” […]

282) BEI Annual Conference – Bob Zarlengo and Zarlengo Raub

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

Bob Zarlengo and Zarlengo Raub Bob: “Well, basically the conference is for exit planners. And what I talked about was how to cement yourself into exit planning for the family-owned business. Okay, so we talked about that. I started off and I spent a little bit of time telling them what a big segment that was […]

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 […]

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, […]

134) Executive Benefits

Brady Mullen appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Executive Benefits Independent insurance advisor Brady Mullen talks about executive benefits, including the advantages they can offer over traditional benefits, and when can life insurance be a good funding vehicle. More Information About Executive Benefits For more information about Executive Benefits, please visit Brady’s profile page for his contact information. More Information About Brady Mullen And Capital Resource Group […]

133) Business Growth And Incentive Planning

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

Business Growth And Incentive Planning Tim Scott addresses the subject of business growth and incentive planning by explaining value drivers, including examples. He also explains how management incentives can be used to increase business value, as well as the value-enhancing changes that can be made to operating systems and procedures. More Information About Business Growth And Incentive […]