Tag Archives: TN

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 […]

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 […]

280) About Tammy Paxton and Capital Financial Group

Tammy Paxton appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Tammy Paxton and Capital Financial Group “Okay. I started about 25 years ago as an accountant. Decided, while I loved working with clients in that respect, I wanted to be able to help them with more than just one piece of their financial world. So about 12 years ago, I got my Certified Financial Planner designation […]

279) About Susan Keffer and MCKERLEY and NOONAN CPA

Susan Keffer appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Susan Keffer and MCKERLEY and NOONAN CPA Susan: I began 35 years ago after graduating from Belmont University working with the Internal Revenue Service for five years as a Revenue Agent. That was just a recommendation of senior partner at one of the large lending firms. He said, “I’d rather hire somebody who had five […]

278) About S. Ruffin Craig, Jr. and Webb Craig

S. Ruffin Craig, Jr. appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

S. Ruffin Craig, Jr. and Webb Craig Ruffin Craig, Jr: Okay, sure. I’m an attorney. I’ve been practicing for about 14 years now. I got an LLM in Tax Law with the focus on estate planning and I’ve practiced with several firms doing a broad range of corporate work and taxation. But, my practice has […]

277) About Matthew Brothers and Pepper and Brothers, PLLC

Matthew Brothers appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Matthew Brothers and Pepper and Brothers, PLLC Matthew: “Right. Well, I grew up in New England, graduated from Boston College in 1990, moved down to Nashville, Tennessee. went to law school at Vanderbilt, graduated in 1993, stayed here and ultimately married a southern girl and I‘m still here. I started out doing litigation and did […]

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 […]

275) About Kevin P. Clingan and Digital Benefit Advisors

Kevin P. Clingan appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Kevin P. Clingan and Digital Benefit Advisors Kevin: “So I began my employee benefits career about 25 years ago as an underwriter so I understand some of the risks and how that impacts cost. And then moved into the sales arena with different products, different methods of attacking the employee benefit issue of the time, […]

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, […]