Tag Archives: Inc.

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 […]

274) About Jim Cumbee and Tennessee Valley Group, Inc

Jim Cumbee appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Jim Cumbee and Tennessee Valley Group, Inc Jim: “Really good to be here, again, I’m a lawyer; I practiced law for a couple of years early in my career, didn’t really love the law, decided I want to pursuit business, so I went to Harvard Business School. I got an MBA and soon after Harvard, […]

273) About James W. Berry, Jr. and Berry and Tudor, P.C.

James W. Berry, Jr. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

James W. Berry, Jr. and Berry and Tudor, P.C. Jim: “Sure. I started of as an electrical engineer – Vanderbilt engineer. I never thought I’d be a lawyer but when I graduated in 1971 the money has kind of fallen out of the engineering market. The buddy of mine who got about a year ahead of me […]

272) About Blain Wease and Provincial Development Group, Inc

Blain Wease  appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Blain Wease and Provincial Development Group, Inc Blain: Okay. I’m happy to do so, and first of all, thanks for having me on and I’m looking forward to this.So I came — I’m a native of Toronto and I started my sales career in the cellular phone industry at the entry-level kind of down the […]

260) About Z. Christopher Mercer and Mercer Capital Management, Inc.

Z. Christopher Mercer appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Z. Christopher Mercer and Mercer Capital Management, Inc. Norm, I started in financial services many years ago, working at first Tennessee bank. I’d been spending a little time with the US Military. From there, I progressed to an investment banking firm where I was bank stock analyst and took responsibility for valuing businesses and more […]

259) About Andrew T Holmes and Executive Financial Services, Inc.

Andrew T Holmes appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Andrew T Holmes and Executive Financial Services, Inc. Andrew: Sure. My name is Andrew Holmes. I’ve been with Executive Financial Services for almost five years now. We are a boutique ESOP consulting firm based in Memphis with a national footprint. I didn’t really know it at the time that I’ve been preparing for this career […]

240) About Gayle Lantz and WorkMatters, Inc.

Gayle Lantz appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Gayle Lantz and WorkMatters, Inc. Gayle: “Sure. Well, I started out in the insurance and financial services industry with a very large corporate company managing around $400 billion at that time. So I left that career to start my own business as an entrepreneur doing executive coaching when I first started in that. It’s been about […]

239) About T. Devon Laney and Innovation Depot, Inc.

T. Devon Laney appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

T. Devon Laney and Innovation Depot, Inc. T. Devon: “Sure. Contrary to popular belief, I didn’t start out thinking, ‘One day I’m going to run a technology incubator.’ That was not in the cards for me. I did go to school here in Alabama; I grew up in a small town, raised on a farm, learned […]

195) About Gerald W. Brown, Sr. and RSI & Associates, Inc.

Gerald W. Brown, Sr. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Gerald W. Brown, Sr. and RSI & Associates, Inc. Gerald W. Brown, Sr. and RSI & Associates, Inc. is backed by over two decades of business management and consulting experience and specializes in business valuation, exit planning, economic analysis, business consulting, and litigation support. More About Gerald W. Brown, Sr. and RSI & Associates, Inc. For […]

166) Case study about exit planning for manufacturing companies.

Dock Reed appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Exit Planning for Manufacturing Companies The Reed Group’s Dock Reed shares an exit planning for manufacturing companies case study about a business that did contract work for the federal government. They eventually sold to a public company, after Dock helped overcome the number one challenge to the sale – tax treatment.  Many lessons were learned during […]