Episode 31 | Reviewing Nick Niemann's "The Business Model Myth Solution."
Episode 32 | Reviewing Mark Tepper's "Walk Away Wealthy."
Episode 33 | Reviewing John Brown's "Cash Out, Move On."
Episode 34 | Reviewing John Dini's "Beating The Boomer Bust."
Episode 35 | REVIEWING John Dini's "Hunting In A Farmer's World."
Episode 36 | Reviewing Nick Niemann's "The Next Move For Business Owners."
Episode 37 | Reviewing John Warrillow's "Built To Sell."
Episode 38 | Reviewing Dave Lavinsky's "Begin At The End."
Episode 39 | Reviewing John Leonetti's "Exiting Your Business, Protecting Your Wealth."
Episode 40 | Reviewing "The Ten Trillion Dollar Opportunity."
Accounting and Taxes
CPA (Certified Public Accountant)
EA (Enrolled Agent)
Appraisals and Valuations
ABV (Accredited in Business Valuation)
ASA (American Society of Appraisers)
CBA (Certified Business Appraiser)
CVA (Certified Valuation Analyst)
AVA (Accredited Valuation Analyst)
Banking and Credit
Independent Financing Consultant
Employee Benefits Consultant
Executive Benefits Consultant
REBC (Registered Employee Benefits Consultants)
CFP (Certified Financial Planner)
CAP (Chartered Advisor in Philanthropy)
ChFC (Chartered Financial Consultant)
CRPC (Chartered Retirement Planning Counselor)
Independent Insurance Advisor
CLU (Chartered Life Underwriter)
CLTC (Certified in Long-Term Care)
RHU (Registered Health Underwriter)
CPCU (Chartered Property Casualty Underwriter)
CRM (Certified Risk Manager)
Captive Insurance Agent
RIA (Registered Investment Advisor)
AIF (Accredited Investment Fiduciary)
CWS (Certified Wealth Strategist)
CFS (Certified Fund Specialist)
CFA (Chartered Financial Analyst)
Chartered Investment Counselor (CIC)
Certified Investment Management Analyst (CIMA)
Chartered Market Technician (CMT)
CIMA (Certified Investment Management Analyst - The Wharton School)
CBEC (Certified Business Exit Consultant)
CEPA (Certified Exit Planning Advisor)
CExP (Certified Exit Planner)
Family Business Consultant
Organizational Development Consultant
CFBS (Certified Family Business Specialist)
CBI (Certified Business Intermediary)
CSP (Certified Succession Planner)
FEA (Family Enterprise Advisor)
Agricultural Business Consultant
Family Business Advisor
Human Capital Management Consultant
Estate Planning Attorney
Mergers & Acquisitions Attorney
CPEP (Certified Private Equity Professional)
Private Equity Professional
We help business owners balance their work life, grow their company faster, build a positive legacy, transition their business smoothly and retire and be happy.
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