Tag Archives: Rushville

307) Timing of Mergers and Acquisitions

John Slater appears on The Exit Plan Show to talk about timing in mergers and acquisition.

  Timing of Mergers and Acquisitions – Today’s Environment Excerpts from John Slater’s case study interview about the timing of mergers and acquisitions: “We’re right now in an environment where the amount of money available for the purchase of businesses is greater than it’s ever been, the recent estimate’s 1.2 trillion dollars. Money that’s available […]

306) Digital Transformation – Will Your Company Be A Victim?

Digital Transformation - Will Your Company Be A Victim? Exit Plan Show interview with John Slater.

  Digital Transformation Excerpts from John’s interview about digital transformation. “Basically, I’ve always been a huge fan of technology. I read science fiction when I was a kid and have always been fascinated by computers and networks and the Internet. What I have come to notice is technology, up to very recently, was something that […]

305) BEI Annual Conference – Tom Bayer and Sikich

Tom Bayer appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tom Bayer and Sikich Norman: “A little side note, when we hatched this idea of doing The Exit Plan Show, I had to have an initial guest and Tom was it. To start out, Tom, I’m going to have you talk a little bit about what you’re going to present about and I know this is […]

304) BEI Annual Conference – Tom Ganos and IWC Family Offices

Tom Ganos appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tom Ganos and IWC Family Offices Todd: “Our firm does tax planning for the sale of businesses. So if a business owner is out to sell their business, often they’ll have an exit planner involved.  We are here to support that exit planner. In the plan we handle the tax component and depending on the […]

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 […]

302) BEI Annual Conference – Thomas K. Chu, Counselor At Law, PC

Thomas Chu appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Thomas K. Chu, Counselor At Law, PC Tom: “I’m a trust estates attorney and I work solo. I joined BEI just going on two years ago. This is my second national conference and I joined as a full member but I realized as an attorney, it was actually better to find an advisor to align […]

301) BEI Annual Conference – Terrell Sheppard and Asset Management Group

Terrell Sheppard appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Terrell Sheppard and Asset Management Group Terrell: “I’m with Asset Management Group. We are a company based in Virginia and one thing we do is we specialize working with government contractors. Our business model is particularly helping them to build value within their business and ultimately positioning them to be able to retire out of that business […]

300) BEI Annual Conference – Tanya Scott and Hutchinson and Bloodgood, LLP

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

Tanya Scott and Hutchinson and Bloodgood, LLP Tanya: “I’m a CPA and I’d like to say I am a business growth and exit strategist and I’m a partner in a CPA firm in California. The name of our firm is Hutchinson and Bloodgood.” Norman: “You and I talked a little bit off camera when I stopped […]

299) BEI Annual Conference – Scott Bailey and InTheBlack – Ink Co

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

  Scott Bailey and InTheBlack – Ink Co Scott Bailey: “Yes, I liked too. I named it In The Black-Ink Company because I help people stay cash flowing in the black, versus in the red. I provide part time CFO work, I do some coaching and exit plan usage.” Norman A. Hood: “You were a speaker […]

298) BEI Annual Conference – Ronald Barnes and Mountjoy Chilton Medley

Ronald Barnes appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Ronald Barnes and Mountjoy Chilton Medley Norm: “Could you tell us a little about your firm what you do and that sort of thing?” Ron: “Sure. MCMCBs advisors is a full-service CPA firm and we’re located in several states, but my focus for that firm now is to transition to exit or succession planning for […]