ExitReadiness®️ PODCAST

Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ #PatEnnis #WalterDeyhle #ExitReadiness DISCLAIMER: The information in this presentation is pr...

Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ #PatEnnis #WalterDeyhle #ExitReadiness DISCLAIMER: The information in this presentation is pr...

Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ #PatEnnis #WalterDeyhle #ExitReadiness DISCLAIMER: The information in this presentation is pr...

Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ #PatEnnis #WalterDeyhle #ExitReadiness DISCLAIMER: The information in this presentation is pr...

Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ #PatEnnis #WalterDeyhle #ExitReadiness DISCLAIMER: The information in this presentation is pr...

Learn more: Ennislp.com Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ #PatEnnis #WalterDeyhle #ExitReadiness DISCLAIMER: The information in...

This week, Pat and Walter are joined by Senior Trust Advisor, Kalimah White to discuss how to save state income tax through a Delaware Trust. Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/wa...

Connect with Jenn: https://www.linkedin.com/in/jennmathis/ Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ Learn more about Ennis Legacy Partners: https://ennislp.com/ Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more...

In this episode, we want to talk about how to be proactive in saving $$$ on real estate and occupancy costs. Hosts Pat Ennis and Walter Deyhle are joined by Dan Falls, SVP of Tenant Advisory Services with EDGE, for a discussion on how to be proactive in saving money on real estate and occupancy costs. Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking ...

Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ #PatEnnis #WalterDeyhle #ExitReadiness DISCLAIMER: The information in this presentation is pr...

Today's guest is... Alan Kemper | President – LEAD Workforce Consulting Key Takeaways from this episode are... - The level of engagement of your employees could result in you receiving top dollar when you sell…or having a buyer decide there is too much risk and possibly walk away from the deal… - So, it’s good to know well before the time you sell as to how engaged your employees actually are…and...

Today's key takeaways are... 1) Make sure you have a comprehensive approach to your planning…that includes both business and personal planning for exit readiness… 2) And begin planning now…you can’t begin planning to soon And you can begin planning now… - By contacting WALTER at 301-951-9090 - Corby and I at 301-859-0860. We both offer initial no-fee no obligation introductory conversations or mee...

In this episode, hosts Pat Ennis and Corby Megorden of ENNIS Legacy Partners discuss with bankers Matthew Mapes and Ryan Goral of Sunflower Bank, a bankers perspective on financial due diligence for both the buy and sell side of transactions. Matthew and Ryan address the following questions: - What do you as bankers recommend to business owner customers about their due diligence process when acqui...

Today's guest is Jonathon Morrison | Senior Partner – Frazer Ryan Goldberg & Arnold in Phoenix and Scottsdale AZ Connect with Jonathon: https://www.linkedin.com/in/jonathonmorrison/ Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ Conversations that move you closer to a regret-p...

Today's Guest is Ken Smith | Managing Director – Sandler Training & Development Ken is recognized nationally as a sales force development expert, specializing in executive sales management consulting and sales productivity training. Ken is an authentic, enthusiastic speaker who can inform as well as entertain and motivate Presidents, CEO's, other Senior Managers and Sales Professionals. Connect wi...

In this episode we discuss the effective use of Cash Balance Retirement Plans in planning your exit with Financial Advisor Erik Fromm and Retirement Specialist Les Risell. Connect with Erik Fromm | Financial Advisor – CSG Capital Partners of Janney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/ Connect with Les Risell | Senior Retirement Specialist – Janney Montgomery Scott...

Check out exitreadiness.com for our Online on-Demand Exit Planning Course… exitreadiness.com And, consider attending our ONE-DAY ExitReadiness® BASECAMP on August 28th at The Lurn Center in Rockville, MD. You can get more information at ennislp.com or exitreadiness.com. If you register and use the code “podcast” (all lower-case) you will receive a 25% discount off of the registration fee. Connect...

In this episode, we talk about why having your arms around your third-party population (vendors, contractors, consultants, etc.) makes you a low risk target for a successful exit with Paul Schrantz of VendorCentric Connect with Paul: https://www.linkedin.com/in/paul-schrantz-3a508915/ Connect with VendorCentric: https://www.vendorcentric.com/ Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a11...

A discussion with Lorette Farris, Founder of iBOSS, Inc., on when crowdfunding can make sense as a source of funds for launching or growing your business. Connect with Lorette: https://www.linkedin.com/in/lorettefarris/ Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking  HERE ! Learn more about working with Pat and Walter at ennislp.com  Connect with Pa...

Learn more about the advantages and disadvantages of using a trust in transferring your business interest at death in this interview with attorney Micah Bonaviri, Partner at the law firm of Stein Sperling. Connect with Micah: https://steinsperling.com/attorneys/micah-bonaviri/ Learn more at ennislp.com Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: www.linkedin.com/...

Listen in as LinkedIn expert Kelly Leonard (Co-Founder of Taylor-Leonard Corporation) describes how to effectively use LinkedIn in increasing sales revenue, and how to avoid critical mistakes in making it happen. Connect with Kelly: Speaker/Trainer > Tune into the B.O.O.S.T.® podcast TV Show Host > Watch the Small Business Network Author > Read B.O.O.S.T.® Conversations that move you closer to a r...

Interview with Author and the Founder of The Value Builder System™ John Warrillow on why it’s essential for a business owner to build a sellable business for a successful exit. John’s website: http://www.builttosell.com/ Learn More about Ennis Legacy Partners: ennislp.com Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/ Connect with Corby: https://www.linkedin.com/in/corby-megorden-cepa-c...

Learn about the importance of a pre-sale due diligence process in selling your business with M&A Advisor Sharon Heaton. Connect with Sharon: https://www.linkedin.com/in/sharonheaton/ Important Links: Learn More about Ennis Legacy Partners: ennislp.com Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-ce...

Walter and Pat interview business attorney Scott Taylor of Smolen Plevy about the role and responsibilities of a Mergers & Acquisition (M&A) attorney in business sale transactions. -Connect with Scott- Linkedin: https://www.linkedin.com/in/scott-w-taylor-b94a875/ Scott's Firm: https://smolenplevy.com/ Important Links: Learn More about Ennis Legacy Partners: ennislp.com Connect with Pat: https://ww...

Discuss controlling the process of a successful business transition for Baby Boomer business owners. Important Links: Learn More about John: http://www.johnfdini.com/ Learn More about Ennis Legacy Partners: ennislp.com Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ Conversations t...