Tag Archives: LLC

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 […]

287) BEI Annual Conference – John Degan and John Degen and Associates, LLC

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

John Degan and John Degen and Associates, LLC Norman: “Tell us a little about yourself and your firm.” John: “Sure, Kansas City native, my firm is called John Degen and Associates. I’m a business transition specialist. My passion is working with business owners and exactly that. There are too many business owners that don’t have […]

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 […]

276) About Leo J. DeLisi, Jr. and DeLisi and Ghee, LLC

Leo J. DeLisi, Jr. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Leo J. DeLisi, Jr. and DeLisi and Ghee, LLC Leo: “Okay. Well, I’ve been in the business valuation field for 30 years. It seems that these are formed by and they got into the field. I came out of the business brokerage world. So I was in that for a couple of years with some […]

271) About Andy Faught and Capital Financial Group, LLC

Andy Faught appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Andy Faught and Capital Financial Group, LLC Andy Faught: “Okay, so I’ve been with Capital Financial Group for about eight years now. I joined there– I actually run our financial planning department is one of my roles there, and then work with our advisors specifically they’re working with closely held businesses in some phase of […]

269) About Road Ammons and Butler Snow Advisory Services, LLC

Road Ammons  appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Road Ammons and Butler Snow Advisory Services, LLC Road: “Okay, Norman, thanks for inviting. Thanks for allowing me to share some of my expertise in the area of management consultant in investment banking as my history, my background. Basically, I’m a managing director with Butler Snow Advisory Services. We are a wholly owned subsidiary of […]

261) About David A. Harris and Southard Financial, LLC

David A. Harris appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

David A. Harris and Southard Financial, LLC Dave: “Okay. My background is that I got a Masters of Business Administration and went into Corporate finance for a few years, and then in 1985 got into the Business appraisal profession and have been doing that ever since, so 30 years this month… (continues) Southern Financial is a […]

257) About Mike Boschetti and Cornerstone Advisors, LLC

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

Mike Boschetti and Cornerstone Advisors, LLC Mike Boschetti: “I’m a CPA by training, worked in Public Accounting for about 13 years, my latest assignment I guess would be a partner with Deloitte, I was an audit partner and part of that though and some of the firms I was with including your own firm before […]

252) About Gary L. Jones and Cornerstone Advisors, LLC

Gary L. Jones appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Gary L. Jones and Cornerstone Advisors, LLC Gary Jones: Well my first job out of College was with a real small retailer named Wal-Mart. In Bentonville Arkansas and worked there and then transitioned into a family business that was a national distributor of Pulsar bakery products, family business. We sold that business, and I went back to my […]

250) About J. Wesley Legg and Founders Investment Banking, LLC

J. Wesley Legg appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

J. Wesley Legg and Founders Investment Banking, LLC Wesley: “Sure. I started in the nontraditional path to where I am now. I was actually an attorney. Prosecutor for the navy, a jack. Your viewers may know the TV show, Jack. It’s nothing like the show, but from there I jumped into finance and started actually with […]