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Listen in on exclusive interviews with various subject matter experts in the business and personal planning world. Each expert shares key insights that every business owner needs to know. For example, you'll learn about expensive misconceptions from Jack Quarles that most business owners commonly believe. Exit Readiness co-founder, Pat Ennis, draws out the most valuable trips through engaging conversation. He hosts the podcast alongside Walter Dehyle, CPA, ABV, CExP™, CEPA. You can easily li ...
 
The Financially Simple podcast is a one-stop resource for small business owners. Each episode provides you with unique insights into growing, refining, and selling your business. Your host, Justin Goodbread is a serial entrepreneur and award-winning CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Exit Planning Advisor (CEPA®), and Certified Value Growth Advisor™ (CVGA®). Each week, he breaks down complex business and financial concepts into easily understood, entertaining, bite-sized pieces. ...
 
The New Cold War podcast by Edward Lucas gives authoritative and up-to-date commentary and perspective on the European security crisis, and its implications for the United States. Formerly a senior editor at The Economist, the world’s foremost newsweekly, Lucas is now a senior vice-president at the Center for European Policy Analysis (CEPA). He writes a weekly column in the London Times. Lucas has been writing and broadcasting about the region for the BBC, NPR and other outlets since the mid ...
 
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show series
 
In 2021, Walter and I both participated as Speakers in an impactful virtual exit planning conference 10X Live – The Exit Plan Summit, founded and hosted by today’s guest Scott Duke… Having built 11 companies, Scott is a lifetime entrepreneur. From hot dog carts to radio stations and multi-location sports facilities. Currently, Scott is the owner of…
 
In episode 394 of Financially Simple, Justin takes a moment to go over what you as a business owner can do to try to prepare for the next financial crisis. National and global catastrophes that happen unexpectedly, such as the current COVID-19 pandemic or even the 2008 financial crisis can make or break a business. In this episode, Justin goes over…
 
In episode 393 of Financially Simple, Justin talks to author Les McKeown about Predictable Success. Can the success of a business be predicted with any certainty, and if so what are the indicators or paths that can be followed to measure the progress of the business? In this episode, Justin and Les discuss Les’s book Predictable Success, and cover …
 
Today’s goal is to help you understand the importance of IRS Tax Form 8594 in preparing for sale of your business to a third party… It might serve to first review the different types of transactions: - Stock sale - Asset sale -Stock sale taxed like an asset sale (338)(h)(10) election. Want to learn more? Go to: ennislp.com…
 
In episode 392 of Financially Simple, Justin looks at the five levels of leadership according to authors Jim Collins and John C. Maxwell. Do you lead your team from the front or behind? Are you highly capable or an executive? Do you need to level up your leadership to get more from your employees and improve your business? In this episode, Justin a…
 
In episode 391 of Financially Simple, Justin talks to Paul Metler of Initiative One about facing the changes that come with running a business. Change is one of the few things you can bet on being consistent, and as a business owner being able to handle the changes that we face both internally and externally with our businesses is key to making it …
 
In episode 390 of Financially Simple, Justin gives an overview of the risks one might face in retirement and what can be done to mitigate those risks. You’ve cashed in your chips and are ready for retirement, looking forward to living a comfortable life without the pressures of work, but what if there’s a market crash, what if X Y or Z happens - wi…
 
If you’ve listened in at any time in the past, you’ve heard us mention the certainty that all business owners will stop being business owners at some point, and so there is no better time to begin planning for the inevitable than the present. The earlier you begin planning, the more options you will have for a successful exit. However, like any str…
 
In episode 389 of Financially Simple, Justin talks to Jonathan Addington of JM Addington Technology Solutions about Business Cybersecurity. You’ve probably heard of hackers and cyber scammers that target people for money or just to cause chaos, but have you taken active steps to protect yourself and your business from such threats? In this episode,…
 
In episode 388 of Financially Simple, Justin and Jeff Jeter discuss some common retirement myths. When you’re planning on selling your business and settle in to retirement, there might be one or two things that you’ve heard and believe that actually are not true, and so when the time comes you might get an unexpected shock. In this episode, Justin …
 
We are not at all experts on programming, coding or coding language. So we know what it’s like to be in a conversation with one or more tech folks when they start with the tech jargon as if we know what they’re talking about stuff like Electronic Data Interchange, Code-Free Interface, and a lot of times its acronyms like ETLs, APIs, CSVs… Well we c…
 
In episode 387 of Financially Simple, Justin wraps up this Legal miniseries on preparing to sell your business. If you’re thinking of selling your business in the near future, or even much further down the line, being prepared and knowing the legal issues that can arise from those eventualities will be a boon when the time comes. In this episode, J…
 
In episode 386 of Financially Simple, Justin talks to Mital Patel of Triamicus Law about the legalities of selling your business. With the “do-it-yourself” attitude of most business owners, some of the important complex and difficult legal issues that crop up when selling a business can be overlooked or even ignored. In this episode, Justin and Mit…
 
This week, we received a letter from a listener asking us to help encourage her husband to begin planning for their exit from their business. And joining us to discuss this critical issue is friend and Attorney Stuart Sorkin. Stuart is the founder of The Business and Legal Advisors, a consulting firm specializing in the financial and legal protecti…
 
In episode 385 of Financially Simple, Justin talks to Dr. Grace Yum about selling her dental practices by herself. Taking the reins and selling your business by yourself can be challenging, and immensely rewarding, especially if you’ve taken the right steps to understand the process and your desired outcomes. In this episode, Justin and Grace discu…
 
In episode 384 of Financially Simple, Justin talks to James Pugh of Pivot Capital about creating capital for your business’s growth. Whether transitioning or planning the next step of growing your business, having the financing in place to support the move is vital. In this episode, Justin and James look go over the role of investment bankers in in…
 
Want to learn more? Go to: ennislp.com ============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! Exi…
 
In episode 383 of Financially Simple, Justin talks to Matteo Valles a Business Broker at Sunbelt Network. Having a Broker on your side when it comes to selling your business might seem unnecessary, but the value that they can add in helping value the business, assisting getting prepared for sale, and with the sale itself far outweighs any costs. In…
 
In episode 382 of Financially Simple, Justin discusses Estate Planning with guest Julie Eisenhower of Triamicus Law. Estate Planning is essential for every business owner, having a legal document in place in case the unexpected happens to you or if you are the principle beneficiary of another business owner. In this episode, Justin and Julie go ove…
 
Want to learn more? Go to: ennislp.com ============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! Exi…
 
In episode 381 of Financially Simple, Justin introduces a series of episodes looking at the legal side of selling your business. Is now the right time to sell your business? Have you planned everything out, prepared your employees and team? Have you considered what happens after? In this episode, Justin introduces the series of episodes that will a…
 
In episode 380 of Financially Simple, Justin looks at the top Social Media platforms for Business Marketing. There are a number of different social media platforms each catering to a different age group and or mindset. In this episode, Justin goes over each platform in turn, considering the main user group and demographics of the platforms as well …
 
In episode 379 of Financially Simple, Justin goes over some of the most common misconceptions regarding Social Media Marketing. Social Media platforms have grown in number and popularity in the last few years, becoming powerful tools for businesses that are able to leverage the opportunities the platforms afford. In this episode, Justin looks at re…
 
A key value driver for a business that will be sellable for a higher multiple is improving the sustainability of future cash flows with strong operating systems…systems that increase efficiency, effectiveness and consistency in all aspects of business operations… and there’s nothing more important these days when it comes to having the right system…
 
In episode 378 of Financially Simple, Justin looks at five current trends in Marketing that could make your marketing strategy more effective. In recent years we’ve seen the business landscape change as new technology and innovation disrupts how we do business. In this episode, Justin goes over five marketing trends that have become instrumental in…
 
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