Exit Coach Radio

Paul Wirth, Founder and Chief Facilitator at CEO Axxess, is in the business of helping companies create clients for life. Originally trained to facilitate CEO round tables, he now has over 35 years of experience, from working with start-ups to Fortune 500 companies, and so much more. 68% of clients will leave due to indifference, and it costs 6-7x more to get a new customer than it does to retain...

  Click here to read this episode's transcript.   Landon Yoshida, Principal and VP of Wealth Management at Apriem Advisors, believes in serving first and selling second. Apriem has been named on Financial Times FT 300 list for the past two years. They attribute much of their firm’s success to the firm’s dedication to customer service, focusing on retiring industrial workers in Southern California....

To Read This Episode's Transcript: Click Here   Julia Wuench, Founder of The Authenticity Guide, and Contributor to Forbes, is passionate about helping her clients find more fulfillment in their work life. She does this by introducing more human connections, both externally and introspectively. The Authenticity Guide is a career coaching firm that specializes in problem-solving in the business wor...

Eileen Stephens is a Consultant at Culture Index who is an expert at assembling successful teams. She is in the business of helping business owners put together a strong team that will help them both take over their business and allow it to grow in the future. Using proven assessment tools, Eileen helps make sure people are in the right seats on the metaphorical bus. As Baby Boomers are exiting th...

To Read This Episode's Transcript: Click Here Back with us again is Peter Tentler, Certified Reverse Mortgage Professional and Owner of Independence Reverse Mortgage Solutions. Many of his clients introduce him as "The Financial Locksmith®"​ because he can unlock the equity in your home and help secure your financial future. While reverse mortgages may have a negative stigma, Pete knows this isn’t...

To Read This Episode's Transcript: Click Here David Greco, Attorney at RMO, LLP., and Provisors member, is an expert in the realm of trust and estate litigation. Specifically, David focuses on helping business owners protect their business in the event of a tragedy before they retire or sell. A knowledgeable expert in this field is essential to ensuring you, your family, and your business are well...

Bill Ross is a Vistage Speaker, Personal Trainer and Founder of Major League Conditioning Centers (now called Bill Ross Fitness Solutions), author of “The Fitness Puzzle,” and avid fan of hamburgers. He was one of the first strength and conditioning trainers for Major League Baseball players and knows how to get results. Bill’s personal training center focuses on individual attention and education...

Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and...

Eric Seropyan, President of This is My South Bay, is an SEO expert at his digital marketing agency. Eric also teaches part-time at Orange County Search Engine Optimization Academy. By taking advantage of Google’s algorithms, you can get free traffic to your website. Eric knows that this traffic can be a game changer for small businesses.  In his interview, Eric gives an overview on search engine o...

Ben Krueger, Founder of Cashflow Podcasting, is a podcast educator who helps people develop their own podcasts. After an internship, Ben took over production on the company’s podcast and eventually found himself helping others start their own. This marked the start of his company, Cashflow Podcasting, where he helps topic experts with the processes which enable a successful podcast. Ben knows the...

Ryan Skinner, Founder and Co-Owner of Summit Financial Partners, is in the business of dedicated retirement consulting. Ryan also is the author of best-seller “Taking Stock.” He took an early interest in the stock market and sought to help people find financial security. Ryan eventually decided retirement planning was his passion and he now helps ensure families can protect their wealth and live c...

Alison Gokal, of Gokal Law Group, Inc. is a Personal Injury and Trust Litigation Attorney and Provisors member. She is a self-proclaimed warrior for the injured and wronged, seeking to bring justice through litigation. After experiencing trauma caused by a manufacturer’s negligence as a child, she has made it her personal mission to ensure manufacturers are held accountable and aims to right their...

Karen D. Sparks, CDFA, Provisors member, and Owner and Founder of Divorce Financial Strategists, has valuable insights to share regarding the divorce financial analysis process. Before starting her own practice, Karen noticed too many people questioning the choices they made during the divorce process and sought to provide a solution. The goal of her practice is to eliminate the “whys” that may fo...

  Back with us again is Lauren Mullee, Attorney and Partner at Buncher Law Corporation. She specializes in Marvin Actions, or non-marital cohabitation cases. With the rise in popularity of non-marital cohabitation, this information is likely very important to you or someone you know. There is a lot of confusion regarding Marvin Actions and Lauren is here to clarify. In her interview, Lauren outlin...

Craig Maloney of EverythingOnline, LLC understands the internet, digital integration and how to get the most out of all of it for your business.   Are you and your Company Transition-Ready?  Click Here or Text EXITMAP to 44222 for a free report & assessment!      

              Steve Chevarria, CEO of Pansalus Consulting, works to cultivate productivity and a culture of well-being in the workplace. With his background of sports therapy and wellness coaching, Steve saw a great need for improved workplace culture. Steve and his team of behavioral engagement experts work with businesses to inspire positive changes across all levels, aiming to surround employee...

Pat Leung of Leung Tax Advisors shares some great tips on tax-reduction strategies for Business Owners. Are you and your Company Transition-Ready?  Click Here or Text EXITMAP to 44222 for a free report & assessment!    

Today’s guest is Nathan Mumm of Elite Executive Services. His company provides high end IT CIO services on demand for small to midsize businesses, while also hosting technology leadership groups across the US. Nathan has worked in a variety of tech leadership positions, most notably for Microsoft. He serves companies by acting as an outsourced CIO and can provide greater reaching expertise in his...

  James Hinds, of Hinds Law Group , is truly a guiding light in these dark times. After studying at Harvard, he’s now been in the bankruptcy business for over 40 years. Today, he specializes in working with middle-market businesses to avoid bankruptcy while maintaining a holistic, industry-agnostic approach. James has successfully helped people deal with an assortment of economic downturns at vari...

  Back with us again is Ashley Micciche of True North Retirement Advisors. Ashley and her father started True North as a way to help business owners with a smooth transition into retirement. Previously, she discussed ways to prevent an exit from causing everything to fall apart, however in today’s environment she explains what to do when things are already falling apart. Ashley offers some ideas f...

Host: Buck Blanton Audio Library: www. ExitCoachRadio.com    Doug Anderson discusses intellectual property and the ways that it creates value for your company.             We've built a special collection of 20 minute interviews from members of @Provisors and @Vistage speakers. To see the directory and choose an interview visit ExitCoachRadio.com Are you and your Company Transition-Ready?  Click H...

Chris Shipferling, of Global Wired Advisors, is a forward-thinking advisor with unique insight concerning the modern marketplace. His background as an executive, combined with the coming together of other visionary, like-minded people, led to the start of Global Wired Advisors. They shared the idea of helping businesses transition to the online marketplace, #consulting digitally native companies,...

  Meet Dr. @AngelaLauria, founder of @TheAuthorIncubator. She has come a long way in the publishing world and, while she loves a beautiful book, her expertise is in publishing books that generate revenue and leads. She’s grown her publishing company from 0-$18 million in just three years and at The Author Incubator, Angela works with over 500 authors each year to successfully create books which dr...

Marc Garelick, is a Partner with Meyer, Olson, Lowy & Meyers, LLP , and has specialized in family litigation since day one. After years of experience working high asset cases in Los Angeles, he formed his own firm 6 years ago where they exclusively deal with family cases that require courtroom litigation. Located in Orange County, this is the largest family law firm in California. He works with cl...

After many years of being a successful practicing MD, Dr Jerry Kornfeld decided to make himself available to people who needed medical help and information, and "Ask Dr. Jerry" was born. A frequent guest on TV shows and a sought after speaker, today he shares the ABCs of COVID-19 in clear understandable terms for everyone. Also check out his book "Your 100 Year Heart" on Amazon