Expert Network Team

Karl Frank, CFP, explains what happens and how to make it easier for the family. Includes a mind map with the seven decisions all of us need to make as we age: Living at home Plan B, living somewhere else Health Money Medicare End of life planning Legacy As always, it is good to have an expert on your side. The Expert Network Team provides a free consultation. Expert Network team provides free con...

Wyatt’s team builds the infrastructure and the technology stack so that small companies can leverage the expert team and software employed by larger companies, at much lower costs. With a clear process, Till CFO makes it easy for company leadership to make strategic decisions and have confidence in the details. Improved automation and reporting are among the benefits, and their technology is AI na...

Welcome to the ENT! A new energy technology combines solar energy with energy storage, providing reliable energy and overcoming a major hurdle to renewable energy. Solar power is abundant, but only works when the sun shines. Our guest, KJ Lee from Q3 Power, explains how his company combines both solar power and energy storage to solve this dilemma. Right from the beginning, KJ explains how a parab...

Welcome to the ENT! What are some of the tax benefits of renewable energy businesses used by some of the most successful families?  Nathan Merrill is an expert at creating tax equity. In this episode, Nate teaches us about renewable energy, in particular solar and storage. Using the US Tax Code, Nate drafts business models with significant and immediate tax savings. Make sure to stay all the way t...

Welcome to the ENT! What are some of the tax benefits of motion picture product used by some of the most successful families? Nathan Merrill is an expert at creating tax equity. In this episode, Nate teaches us about movies. In the US Tax Code, Section 181, a movie producer is afforded significant tax breaks. They must be in the business of movie production, but the costs can offset income from an...

Welcome to the ENT! What are some of the keys to the most successful family office?  Family offices have this mystique; some people think only the multi-billionaire families need one. Yet, the key reasons families create family office are shared by many families:namely asset protection and confidentiality. Learn about the different types of offices and what might best suit your family’s needs. Do...

Do I want a family office? Learn what successful families do to simplify their financial lives. You can create a virtual family office, a multi-family office or your own private family office. Learn about the benefits, including having experts in tax, legal, investment, philanthropy, governance, insurance, trustee work, and therapists too. Learn about some of the key reasons families create family...

Welcome to the ENT! Are you thriving? Join Nathan Merrill and Karl Frank as we interview Rand Selig, author of Thriving: How to Create a Happier, Healthier and More Prosperous Life . Learn about running a business, a family, and our own personal journey. Rand is an accomplished entrepreneur, coach, scoutmaster, board member, and conservationist. He has extensive expertise and an expansive perspect...

Welcome to the ENT! Are you thriving? Join Nathan Merrill and Karl Frank as we interview Rand Selig, author of Thriving: How to Create a Happier, Healthier and More Prosperous Life . Learn about running a business, a family, and our own personal journey. Rand is an accomplished entrepreneur, coach, scoutmaster, board member, and conservationist. He has extensive expertise and an expansive perspect...

Welcome to the ENT! How can you make sure that your children, and grandchildren, know the stories that lead to your family’s success? Family history, recorded in video, audio or written formats, can make an immeasurable impact in the lives of our loved ones. Taylor Smith and Jeff Krommendyk interview Jamie Younger, founder and CEO of Storykeep, to discuss her company's work in creating bespoke fil...

Family history, recorded in video, audio or written formats, can make an immeasurable impact in the lives of our loved ones. Taylor Smith interviews Jamie Younger, founder and CEO of Storykeep, to discuss her company's work in creating bespoke films and audio-based media to capture family history and values for high net worth families. Jamie shares her journey from studying folklore to founding St...

Dr. Alok Singh is our guest in this episode of the Expert Network Team. Beginning with a touching, personal story about growing up in difficult circumstances, Alok takes us on a journey of how we can profit from pain. The author of the book, Profit from Pain , and public speaker provides a framework for business owners and medical professionals who want to break free and feel their best, and make...

Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack: ✅ The 7-step exit planning process ✅ Insider vs. outsider transitions ✅ Building business value & legacy ✅ Emotional readiness for life after ownership 🔍 Episode Overview In this two-part conversation, the Expert Network Team welcomes Fletcher Brown from the Business Enterprise Insti...

Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack: ✅ The 7-step exit planning process ✅ Insider vs. outsider transitions ✅ Building business value & legacy ✅ Emotional readiness for life after ownership 🔍 Episode Overview In this two-part conversation, the Expert Network Team welcomes Fletcher Brown from the Business Enterprise Insti...

In this episode, the Expert Network Team sits down with Diana Kokoszka , author of Becoming More , for a heartfelt conversation on mindset, confidence, leadership, and faith . Diana shares wisdom on how language shapes our identity, how to overcome limiting beliefs, and the powerful “Be-Do-Have-Give” philosophy that drives true transformation. She opens up about her own journey from humble beginni...

In this episode of the Expert Network Team podcast, we sit down with Diana Kokoszka—former CEO of Keller Williams MAPS Coaching, global speaker, and best-selling author of Becoming More. Diana shares powerful stories from her coaching legacy and dives deep into the science of mindset, transformation, and leadership.  She discusses:  • The difference between liberating and limiting mindsets  • How...

In this episode of the Expert Network Team podcast, we’re joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts.  Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today’s M&A environ...

In this episode of the Expert Network Team Podcast, we sit down with Geoff S. Eliason of SDR Ventures to unpack the current state of mergers & acquisitions, private equity, and the challenges facing business owners—especially baby boomers looking to exit. We cover: The $2 trillion wave of boomer-owned businesses that must transition How private equity is reshaping the M&A landscape Why raising mon...

Welcome to the ENT! Is Artificial Intelligence creating a tight labor market?  Recent headlines say AI will create massive layoffs and portends terrible things for the workforce. However, Meta just announced $100 million signing bonuses and annual salaries of a similar range–so which is it? A tight market with incredible demand or a soft labor market where employers have their pick? Nate Merrill a...

Social Security Retirement Income has some good news–no kidding–and we invite expert Chad Harmon to discuss the details. Previously, public pensioners like government employees, schoolteachers, police officers, firefighters and more, received either no Social Security Retirment Income or had their benefits severely reduced. Now, they can earn more. Learn who this affects, how much it affects them,...

Welcome to the ENT! Join this conversation with financial advisor, Chad Harmon, partner with A&I Wealth Management. Learn about what it takes to be successful in business, a few personal stories, and a great introduction to a key person in the A&I team. Learn about the culture here, and how the firm we attract talented young talent. What are the key values that determine the goals? How can our lis...

The world needs more impactful, local charitable giving, says Nathan Merrill. Giving without an expectation of anything in return, this is the subject today. And this act provides more benefits than many people think. We discuss the physiological effects of service, and how this helps the mind and the body. Think about how to help people within your circle, including the people you work with. You...

Welcome to the ENT! Embrace a little more gratitude, give a little more to the causes you are passionate about, with Nathan Merrill and Karl Frank. A lot of charitable planning centers around tax planning--if I give this, then I will save that in taxes. But rather than thinking of it as a quid pro quo, Nathan encourages us to come back to a higher level. "Detached or disinterested generosity," and...

Buying a home is harder than ever before. Young people are waiting longer and longer. What does that mean for our economy? Wage growth is being outpaced by housing costs, so where are we really? Oh by the way, cars and healthcare and other costs are expensive too! The data is skewed by Covid, so what is really going on? Are the next generation potential homebuyers really all that worse off or are...

Our guest is Jack Janasiewicz, portfolio manager at Natixis Investments. For his contact information, reach out to an expert team member.   Expert Network team provides free consultations. Just mention that you listened to the podcast.  Nathan Merrill, attorney Working with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservation Goodspeed, Merrill...