Business owners often don’t realize how much purpose, meaning, and significance they experience as a business owner until they leave.

Unless they have a plan that includes activities and goals that result in purpose and meaning statistics show they won’t be happy. Today we have with us Joanne Waldman who has been helping business owners think through “what’s next” for more than 30 years.

She has her own coaching practice- New Perspective Coaching and works with clients throughout the country. Joanne has a Masters of Education in counseling and a Bachelor of Arts in psychology, both from the University of Missouri- Columbia. She is a Licensed Professional Counselor, a Professional Certified Coach, a Board-Certified Coach via the Center for Credentialing and Education and a Certified Retirement Coach.

A key value driver is how strong your systems, procedures and processes are…and there isn’t a system or process that’s more critical than those around managing human resources… We want to discuss the importance of HR tech systems in building and preserving the value of a business. Our guest today is Jeremy Francese, CPA Centric District Manager for ADP TotalSource.

Todays’ topic is “ESOPs as an Exit Route”. You know, ESOPs, or Employee Stock Ownership Plans, also have a certain kind of “mystery” around them don’t they? - What are they really? - How do they work? - What businesses are a good fit for an ESOP? - Are they too hard to understand and implement?

We talk a lot about building the value of an owner’s business and one of the key areas for doing that is having the right people on the bus and in the right roles…

an owner’s staff and employees are typically their greatest asset in building sellable value, but as we both know the employees can also be an area of significant risk to an employer…

Our topic today is focused on risk management in the midst of the virus…Entity Wide Strategies to Navigate Your Organization During the COVID Crisis.

Join us for the special edition of ExitReadiness® PODCAST as Jenn Loges of One Degree Capital explains SBA Disaster Loan and what business owners need to do now.  Questions such as, “How do I access loan programs?  What is the process for application?  How long could it take to get assistance?” are addressed.

This week, Pat and Walter are joined by John Brown, the CEO of The Business Enterprise Institute, which is a leading innovator and training organization in the Exit Planning industry.

The SECURE ACT was recently passed by Donald Trump. In this episode, Walter and Pat talk about the importance of the act, and how it will impact business owners moving forward.