Building and Protecting Your Business Worth

Building And Protecting Your Business Worth Episode: Why So Many Business Owners Outgrow Their 401(k)—But Never Build the Retirement They Deserve Many successful business owners spend decades building profitable companies but unintentionally neglect building personal retirement wealth outside of their business. In this episode of Building And Protecting Your Business Worth , Thomas J. Perrone expl...

The Threat To A Growing Business!  Host: Thomas J. Perrone, CLU, ChFC, CIC, Consultant & Creator of the “Beach Planning System” Guest: Shelby Marshall – Professional EOS Implementer®, President of Game-Changing, Inc. (Westborough, MA) Focus: Vision, leadership, accountability, and scaling challenges for growing businesses. Core Message The biggest threat to a growing business is rarely externa...

Why Reverse Mortgage Have A Financial Position For Planning! Brent Berti explores the real truth behind reverse mortgages and how they can become a strategic financial planning tool for retirees, business owners, and families this episode, Brent explores the real truth behind reverse mortgages and how they can become a strategic financial planning tool for retirees, business owners, and families....

Estate Equalization in Family Business Succession Planning For most closely held business owners, the family business represents 70–90% of their total net worth — and that concentration creates one of the most overlooked risks in succession planning: how do you treat all your heirs fairly when your biggest asset can't be split in half?   In this episode, we unpack estate equalization — the strateg...

Podcast Show Summary: Outbound Lead Generation with Brian Boyer In this episode, Brian Boyer of The Boyer Group breaks down the fundamentals of modern outbound lead generation—from defining a clear ideal customer profile to choosing the right outreach channels and measuring what actually works. Brian shares practical guidance for founders running their own prospecting, explains realistic timelines...

Your Best Employee Is Being Recruited Right Now — And You May Not Even Know It. Losing a key employee isn’t just frustrating—it’s expensive. In this episode, Tom Perrone breaks down “phantom equity” (also called phantom stock or ghost stock): a retention strategy that rewards top performers for business growth without handing over real ownership. You’ll learn how a “Phantom Stock Golden Handcuff”...

In this episode, we sit down with Marc Kroll, founder of Comp365, to break down how the concept of “Total Rewards” is rapidly evolving—and why it’s now a strategic imperative for every organization.   Marc shares how companies are shifting away from one-size-fits-all compensation models toward highly customized rewards strategies that align with employee expectations and business goals. We explore...

From AI Hype to Measurable ROI with Sam Sharma In this episode, we sit down with AI strategist and transformation expert Sam Sharma, CEO of Elevate AI Tech, to cut through the noise around artificial intelligence and focus on what drives results. While many companies say they “want AI,” very few are truly ready to implement it effectively. Sam breaks down the critical gap between ambition and exec...

Why Life Insurance Is the Smartest Way to pay for estate taxes and costs! Estate planning life insurance is the most effective way of paying estate costs. If you have a taxable estate, there are only 4 ways to pay your estate tax bill — and 3 of them will cost your heirs a fortune. In this video, I break down the real cost of each option using a real-world example, and show you exactly why life in...

🎙️ Podcast Show Summary Business Development In A Changing Marketplace With Effective Communication! In this episode, we dive into what it really takes to grow a business in today’s changing marketplace. From understanding the psychology of your ideal customer to using data, personality insights, and generational intelligence to close deals faster, this conversation is packed with real-world strat...

  Marketing for Small Business in 2026 This episode of Catapult focuses on small business marketing and growth strategies for 2026, hosted by T. Perrone (NECGG Inc.). Featured guests Mike and Kayla Bouffard join to discuss practical steps business owners can take to stay competitive in a rapidly evolving digital landscape. Topics covered: Google visibility vs. social media for local and service-ba...

Solving the Hidden People Problems That Stall Your Business From the Building and Protecting Your Business Worth Broadcast | Guest: Nancy Jonker, PhD Most business owners are great at strategy. Where they get stuck? People. The persistent, uncomfortable, often-avoided challenges that quietly drain productivity, erode partnerships, and eat into the bottom line. That’s exactly what Dr. Nancy Jonker,...

Five Key Questions Business Owners Must Consider!  Ken Somers, covers five key questions which every small business owner should consider.  Performance Management For Small Businesses  is built on these basic building blocks.  The topics are key to creating a better culture, a future succession transition value, and methods to create great professional growth.  

The Seven Must Questions Every Business Owner Should Ask When Considering Implementing AI !A John Dickson, ( president of Front Line Productions) and Brian Kerrigan (Excelerating AI), team up to discuss seven major questions every business owner should ask themselves when entering the area of AI for their firm.   Both John and Brian have jumped into AI, not only to use in their businesses, but als...

10 Reason Why   Tom covers 10 reasons why using the JFK Era benefit plan/executive compensation is much more efficient than  a 401(k) or profit-sharing plan for high earning business owners.  He covers the tax traps in qualified plans that affect high earning business owners.  Thomas J. Perrone, CLU, CIC WWW.bpbpgrp.com tperrone@necgginc.com Email me if you would like a white paper on the JFK Era...

Where You Are Where You Could Be! Tom explains why you need to know where you are in your current planning situation for your business and personal life.  Most people are not very sure they know where they are. Why? Because since they did their last planning, not only has their personal life changed, their business has changed also.   Also, over that period of time there have been a number of chan...

The Current Employee Isn’t Your Dad’s Employee!  Relationships with employees have changed over the years, and professionals in the Human Resource field have had to change as the times have.    Today’s broadcast covers 10 poignant questions about dealing with the ever-changing profile of employees and what it takes to create a strong business culture.    Our guest Bob Moran discusses a wide range...

Filing Your Pipeline of Qualified Prospects Does Not Have to Be Challenging!   Our podcast with Kelly Atwater, founder of Engagebizdev, discusses how her firm helps business owners in developing qualified prospects who are eager to consider their services and products. Many business owners make the mistakenassumption that their services or products will sell on their own, only to discover in most...

Ed Pratesi, the Managing Director of Valuation & Transition Strategies, LLC.  helps business owners and their advisors achieve a stress-free process to learn the value of their business, how to increase its value, and the development & execution of a transition strategy or strategies. Enhanced expense deduction capability - be careful how you execute - too much of a good thing can leave yo...

Navigating the VUCA World — Building Strong Organizations Through People and Culture In this episode, we explore how today’s employers can thrive in a VUCA environment — one defined by Volatility, Uncertainty, Complexity, and Ambiguity. Our conversation dives deep into how organizations can adapt their performance management, leadership development, and total rewards strategies to attract, grow, a...

Creating Success Through Talent and A Culture Oriented Business!    Meet Mike Perlow, founder and President of Perlow Productions, a leading corporate video production, animation, and livestream service.    Mike shares with us the inside of his operation and the success of it.   We dove deep into the “Why” of his business, to the relationship with his employees and clients.   Mike gets it as an em...

Where One and One Equals 100!   Brian Boyer and Barbara Lang are featured on the Building and Protecting Your Business Worth podcast to discuss marketing strategies and the integration of strategic planning, marketing, and organizational development.  Each partner contributes unique perspectives toward the shared objective of enhancing value for business owners and organizations.  During the podca...

CREATING BUSINESS SUCCESS ON DETAILS! Join Teodora Krantanska and me as we discuss the challenges of owning and growing a small company.   We addressed areas of focus in business, the significance, and the consequences of neglecting them.   One concern for many small business owners is the time a business absorbs from leisure time, and strategies to manage this issue.   Artificial intelligence (AI...

Just His Excitement Will Get You New Business!    We enjoyed interviewing Brian on our podcast. Brian is very exciting, and he has great passion. Brian has a great background in marketing, communication, and business development.  What makes Brian unique is the price he puts on great relationships.  He focused on his client's needs through personal knowledge of his clients.   With his innate abili...

A Business Owner Committed to Exceptional Service and Effective Communication! Romeo Belisle is committed to exceptional service and communication, defying the trend of declining client service and employee mentorship. With a background in the Navy, Romeo values quality above all. He discusses his unique approach to training employees and maintaining constant communication with clients. Romeo's mi...