John Ray, Author at Business RadioX ® Page

Barry Spencer, Wealth With No Regrets

January 27, 2021 by John Ray

North Fulton Business Radio

Barry Spencer, Wealth With No Regrets

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Barry H. Spencer, Wealth With No Regrets (North Fulton Business Radio, Episode 325)

Wealth With No Regrets President Barry Spencer joined host John Ray to discuss why the financial industry is “broken,” the “double trouble” years of retirement, a new book, Build Wealth Like a Shark, and more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Barry H. Spencer, Co-Creator & President, Wealth With No Regrets

Barry H. Spencer is a recognized financial educator, author, speaker, industry thought-leader, and philanthropic estate and retirement income planning specialist whom you may have seen on or in Forbes, Kiplinger, Worth, MoneyShow, Bloomberg, affiliates of ABC, CBS, NBC and many more, and interviewed by original “Shark” on ABC’s hit TV show Shark Tank, Kevin Harrington. He is also been interviewed by other national figures including, ABC TV’s “Secret Millionaire,” James Malinchak.

His latest book contributions include, The Secret of Wealth With No Regrets; Build Wealth Like a Shark, Giving Transforms You; The Serving Leader, and Retire Abundantly. He has a deep passion, rooted in his personal experience, to help people be more, do more, have more, and give more.

The pain of settling his father’s estate, which resulted in regret for his family, deepened his conviction and formed his unique perspective for helping business owners, executives, professionals and independent women with a half-a-million dollars and more discovery how they might have a more confident retirement and future. Key to this is leading people into a thoughtful and engaging planning process that is not product focused or sales driven, that can uncover opportunities to pay less in taxes, secure more retirement income, pass on more to family, and support causes with less worry and without regrets. His communication with clients helps make the complex easier to understand.

He has conducted presentations that have benefited financial and estate planning professionals including CPAs, estate planning attorneys, and financial professionals. Barry has also conducted confidential research and in-depth interviews with wealthy individuals from coast to coast worth a million and up to nearly a billion dollars about their fears and desires. Barry’s presentations have even benefited attorneys, accountants, financial advisors, and philanthropic professionals. His presentations include lessons and stories from competing as a four time Ironman and elite triathlete.

He and his wife, Lori, their two children, and two dogs live in Alpharetta, Georgia.

Barry is a passionate communicator who has a mission together with Scott Noble, of helping people think about their wealth from a new perspective… showing them how they can use the best of the financial and estate planning industry tools and strategies to create a living legacy of not just money, but also of their values and significant influence in their community. Together they have been interviewed by an original “Shark” from ABC’s Emmy Award-winning TV show Shark Tank, Kevin Harrington, about their stories, passion, and unique process for helping families who desire a secure and satisfying retirement. Their counsel and assistance have saved families millions in estate, capital gains, and income taxes and helped secure a sound financial future.

Company website

Company Facebook

Questions and Topics in this Interview:

Retirement planning in uncertain times
Investing during economic uncertainty and looming tax law changes
Why the financial industry is “broken”
How to choose a financial advisor
“Build Wealth Like a Shark” book release

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

PPP Second Round with Alan Najjar, Jon Daly, and Joseph Shuford

January 27, 2021 by John Ray

North Fulton Studio

PPP Second Round with Alan Najjar, Jon Daly, and Joseph Shuford

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PPP Second Round with Alan Najjar, Jon Daly, and Joseph Shuford (GNFCC 400 Insider, Episode 56)

Alan Najjar, Chair of GNFCC’s Economic Task Force for Cash Flow & Liquidity, hosts a roundtable of SBA loan experts, with Jon Daly, Renasant Bank, and Joseph Shuford, Synovus Financial, joining the show. They discussed questions on PPP second round, how guidance rules differ from first round PPP, forgiveness questions on PPP loans, and much more. “The GNFCC 400 Insider” is presented by the Greater North Fulton Chamber of Commerce and produced by the North Fulton studio of Business RadioX®.

Alan Najjar, Director of Business Development, Smith & Howard

Alan Najjar has overseen the business development efforts of Smith & Howard since 2011. He started his career in banking after graduating from the University of Georgia. A veteran of the Atlanta banking and business community, Alan has held executive level leadership positions at SunTrust Bank and other Georgia financial institutions. Prior to joining Smith & Howard, he was the EVP and Chief Operating Officer of an Atlanta-based financial services company.

Alan is the former Chair of the Board of Directors for The Greater North Fulton Chamber of Commerce and is a trustee emeritus for Georgia Gwinnett College Foundation and Community Foundation for Northeast Georgia. He is active in numerous civic, social, and academic organizations. Alan and his wife, Donna, are long-time residents of Gwinnett County, and when away from the office, Alan most enjoys sunrises on the lake and time with his family.

Jon Daly, Director of SBA Lending and EVP, Renasant Bank

Jon Daly is Executive Vice President, Director of SBA Lending, for Renasant Bank. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 200 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Joseph Shuford, Synovus Financial Corp.

Joseph Shuford is the Director of Government Guaranteed Lending for Synovus. Synovus Financial Corp. is a financial services company based in Columbus, Georgia, with approximately $51 billion in assets. Synovus provides commercial and retail banking, investment, and mortgage services through 300 branches in Georgia, Alabama, South Carolina, Florida, and Tennessee. Synovus Bank, a wholly owned subsidiary of Synovus, has been recognized as one of the country’s “Most Reputable Banks” by American Banker and the Reputation Institute. Synovus is on the web at synovus.com, and on Twitter, Facebook, LinkedIn, and Instagram.

Topics Discussed in this Show Include:

PPP Second Round (Paycheck Protection Program)
Guidance rules in PPP Second Round vs. First Round
How application acceptance by banks differs from first round PPP
Forgiveness process for first round PPP loans
KYC (Know Your Customer) regulations and dealing with PPP fraud
Major criteria differences between Simplified, EZ, and Standard applications

About GNFCC and “The GNFCC 400 Insider”

**Kali Boatright, President and CEO of GNFCC**

“The GNFCC 400 Insider” is presented by the Greater North Fulton Chamber of Commerce (GNFCC) and is hosted by Kali Boatright, President and CEO of GNFCC. The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1400 business enterprises, civic organizations, educational institutions and individuals. Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell and Sandy Springs. GNFCC is the leading voice on economic development, business growth and quality of life issues in North Fulton County.

The GNFCC promotes the interests of our members by assuming a leadership role in making North Fulton an excellent place to work, live, play and stay. They provide one voice for all local businesses to influence decision makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on other GNFCC events such as this North Fulton Mayors Appreciation Lunch, follow this link.

For the complete show archive of “The GNFCC 400 Insider,” go to GNFCC400Insider.com. “The GNFCC 400 Insider” is produced by John Ray and the North Fulton studio of Business RadioX®.

Healthcare Integration in Dental Practice, with Dr. Marc Cooper

January 27, 2021 by John Ray

Dental Business Radio

Healthcare Integration in Dental Practice, with Dr. Marc Cooper

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Healthcare Integration in Dental Practice, with Dr. Marc Cooper (“Dental Business Radio,” Episode 12)

Host Patrick O’Rourke and Dr. Marc Cooper of MBC Consultants engage in a conversation both frank and vital on the integration of primary healthcare in dental practices. This conversation serves as an excellent prelude for an intensive conference on this subject Dr. Cooper will be leading in November 2021. “Dental Business Radio” is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Marc Cooper – DDS, MSD, CPC, Host and Producer – A Time That’s Come: The Integration of Primary Care in Dental Practice Conference

Through his consultancy, MBC Consultants Inc (Est. 1985), Dr. Cooper’s clients include solo private practice, small-partnered practices, and every range of DSO. Dr. Cooper was founder and president of the DEO until sold in 2018.

Dr. Cooper has also worked with numbers of other health care entities such as insurance companies, clearing houses, bio-technical companies, and disease management companies, as well as senior executives and boards of large hospitals and hospital systems and a number of their related physician groups.

In addition, Dr. Cooper has worked with Silicon Valley start-ups and Fortune 500 companies. He has spoken at dental conferences in 17 countries and has worked with dental clients in the U.S., U.K. Canada, Panama, Portugal, Italy, Greece, Dubai, Abu Dhabi, Brazil, Singapore, Australia, New Zealand and Israel.

Dr. Cooper’s professional career includes private periodontist, academician, researcher, teacher, practice management consultant, corporate consultant, trainer, seminar director, board director, author, entrepreneur, and inventor. He has studied with masters in many disciplines, participated in formal business educational programs, and worked as an independent contractor with top-flight consulting companies. In 2012, Dr. Cooper was selected as a coach for the prestigious TED Fellows Program and is still active with the program.

Dr. Cooper is author of eleven books, over 200 published articles and more than 2,000 blogs. Once he left the DEO, his focus took two paths. One, bringing wisdom to leadership. Two, a commitment to the integration of primary care in dental practice – a commitment which propelled Marc to create Integration of Primary Care in Dental Practice Conference for dentists, DSOs, physician groups, hospitals, investors, suppliers, and advisors in dental practices – the delivery side of the house. Dr. Cooper is known for his ability to recognize and appreciate when a context is the early stages of shifting, and he understands that context is decisive.

A Time That’s Come: The Integration of Primary Care in Dental Practice Conference

A three-day conference examining the inevitable integration of healthcare in dental practice. For a list of speakers, agenda, ticket information and more, please follow this link.

About Dental Business Radio

“Dental Business Radio” covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests will include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. “Dental Business Radio” is underwritten and presented by Practice Quotient and produced by John Ray and the North Fulton studio of Business RadioX®.

Practice Quotient

“Dental Business Radio” is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient:

Website

Facebook

Twitter

Wellstar Chamber Luncheon Series: 2021 Economic Outlook with Professor Rajeev Dhawan, Robinson College of Business at Georgia State University

January 26, 2021 by John Ray

North Fulton Studio

Wellstar Chamber Luncheon Series: 2021 Economic Outlook with Professor Rajeev Dhawan, Robinson College of Business at Georgia State University

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Wellstar Chamber Luncheon Series: 2021 Economic Outlook with Professor Rajeev Dhawan, Robinson College of Business at Georgia State University (GNFCC 400 Insider, Episode 55)

Georgia State University’s Dr. Rajeev Dhawan joined this GNFCC WellStar Chamber Luncheon to offer his perspective on the metro Atlanta, Georgia, and national economies. He also commented on singular advantages which North Fulton possesses which aid in recovery, and why he believes a national recovery will not begin in earnest until 2022.

The host of “The GNFCC 400 Insider” is GNFCC CEO Kali Boatright, and the show is presented by the Greater North Fulton Chamber of Commerce and produced by the North Fulton studio of Business RadioX®. John Ray and North Fulton Business RadioX served as the media sponsor for this event.

Professor Rajeev Dhawan, Robinson College of Business at Georgia State University

**Professor Rajeev Dhawan, Georgia State University**

Professor Rajeev Dhawan wears a dual hat as holder of the Zwerner Chair of Economic Forecasting and as Director of the Economic Forecasting Center at the Robinson College of Business at Georgia State University in Atlanta, Georgia.

As director of one of the country’s premiere forecasting centers, Dhawan develops forecasts for the U.S., Southeast regional and local metro Atlanta economies. These forecasts are regularly published and presented to business executives and the media at the Center’s popular, well-respected quarterly forecasting conferences.

Dr. Rajeev Dhawan has served as an advisor to several local and state government agencies and numerous publicly-held companies such as Coca-Cola, Georgia Power, Raymond James and Turner Broadcasting, among others. He currently serves as the chair of the advisory committee for regional growth for the Atlanta Regional Commission and is also a member of the Georgia Governor’s Council of Economic Advisors since 2003.

Dr. Dhawan’s academic research analyzes U.S. business cycles with a special emphasis on the role of credit markets on growth and survival of small firms.

About GNFCC and “The GNFCC 400 Insider”

For the complete show archive of “The GNFCC 400 Insider,” go to GNFCC400Insider.com. “The GNFCC 400 Insider” is produced by John Ray and the North Fulton studio of Business RadioX®.

Overcoming Imposter Syndrome, with Kris Kelso, The Kelso Group

January 26, 2021 by John Ray

Business Leaders Radio

Overcoming Imposter Syndrome, with Kris Kelso, The Kelso Group

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Overcoming Imposter Syndrome, with Kris Kelso, The Kelso Group (Business Leaders Radio, Episode 2)

Kris Kelso, author of Overcoming The Imposter, joins host John Ray to discuss overcoming imposter syndrome, its causes and the antidotes he recommends, and much more. “Business Leaders Radio” is produced virtually from the Business RadioX® studios in Atlanta.

Kris Kelso, CEO, The Kelso Group

Kris Kelso is a keynote speaker for leadership conferences, corporate events, universities, and has been both guest and host on television and radio programs. He is the author of Overcoming The Impostor: Silence Your Inner Critic and Lead with Confidence.

Trained and certified as an executive coach, Kris has worked with hundreds of entrepreneurs, business owners, and their leadership teams. He is an advisor and instructor at the Nashville Entrepreneur Center, is a Facilitator / Coach with The Alternative Board, and is a contributing writer for the Nashville Business Journal.

Kris has founded multiple companies and has served on the boards of directors of several non-profit organizations. He is an active member of Cornerstone Nashville, where he serves, teaches, and coaches other leaders. He lives with his wife and three teenaged sons in a suburb of Nashville, Tennessee.

For more information or to order Overcoming The Imposter, follow this link.

Questions/Topics Discussed in this Show

For those who aren’t familiar with it, explain Impostor Syndrome.
Tell us about your background and how you’ve experienced Impostor Syndrome.
How did your experience end up leading you to write this book?
What tip or concept from the book was the most impactful for you?
What’s the “impostor syndrome” thought or action that people struggle with the most?
Explain the “comparison trap”.
What are some of the differences in the way you experience impostor syndrome, and the way other people might experience it?
Why do you think entrepreneurs and business owners are so susceptible to impostor syndrome?
What’s your advice for a new business owner struggling with impostor syndrome?
Does impostor syndrome ever go away?
Why do you call that voice “The Impostor”?
What kind of environment will feed impostor syndrome?
In the book, you talk about self-confidence and self-efficacy. What’s the difference?

“Business Leaders Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “Business Leaders Radio.”

Sophia Johnston, Xero Accounting Software

January 26, 2021 by John Ray

North Fulton Business Radio

Sophia Johnston, Xero Accounting Software

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Sophia Johnston, Xero Accounting Software (North Fulton Business Radio, Episode 324)

Sophia Johnston of Xero Accounting Software joined host John Ray to discuss Xero’s growth and development, how they help bookkeepers and accountants transition to advisory relationships with their clients, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Xero Accounting Software

Xero was founded to change the game for small business. Their cloud-based accounting software connects people with the right numbers anytime, anywhere, on any device. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. They are proud to be helping over 2 million+ subscribers worldwide transform the way they do business.

Founded in 2006 in New Zealand, Xero is one of the fastest growing software-as-a-service companies globally. We lead the New Zealand, Australian, and United Kingdom cloud accounting markets, employing a world-class team of more than 3,000+ people. Forbes identified Xero as the World’s Most Innovative Growth Company in 2014 and 2015.

Small business makes the world go round – it’s the heart of the global economy. They want millions of small businesses to thrive through better tools, information and connections. Like all great challenges, they can’t do it alone: they work closely with customers, partners, and other friends to push innovation forward, turning Xero into the online business platform for the world.

Company website

Sophia Johnston, Senior Account Manager, Xero Accounting Software

Sophia empowers Atlanta’s accounting community with cloud technology, business strategy and workflow advisory, so they can better serve the small business community. She has empowered hundreds of firms to reach their growth and efficiency goals. Xero’s online accounting software helps small businesses save time and grow. That means you can automate everyday business tasks, get up-to-date financials and run your business – from wherever you are.

She is passionate about fostering a genuine community in Atlanta, connecting professionals who can support one another on the shared mission of helping small business thrive, worldwide.

You can reach Sophia Johnston at sophia.johnston@xero.com

Questions and Topics in this Interview:

Tell me about who you are and what you do at Xero.
Where is Xero in the market today?
How does Xero support its partners, accountants and bookkeepers?
What makes Xero different from the competition?
What are some key pointers you have for the small business community, specifically those starting up a new business?

Coping with Doxing and the Negative PR it Generates, with Hart Brown, R3 Continuum

January 25, 2021 by John Ray

North Fulton Studio

Coping with Doxing and the Negative PR it Generates, with Hart Brown, R3 Continuum

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Coping with Doxing and the Negative PR it Generates, with Hart Brown, R3 Continuum

Hart Brown: [00:14:59] A lot of organizations, unfortunately, going through this in real time right now and having to make decisions – what they do with certain employees that have been doxed, and do they make a statement, or do they not make a statement? The first thing to understand in this process is … and I sort of go back historically to the world of crisis PR. Historically, there was this move to say we have to get ahead of the message. We have to say something. We have to engage. And what you find in today’s social media and media environment, it’s incredibly difficult. You’re just not going to be able to get ahead. You’re certainly not going to be able to create the message going forward in the first few minutes or few hours. It is going to go the way it wants to go.

Hart Brown: [00:15:46] So, the first thing to realize is you don’t have to jump out and say something right up front. It is important to do a risk assessment. So, what is being said? How many people are saying it? Why they’re saying it? All of that becomes very important. That helps to gauge when and how to potentially make a statement. Organization may never make a statement if the risk assessment says, you know what, the risk is very low from this event overall, any push, anything we do to put a spotlight on this case is likely to bring more negative attention on us, not necessarily positive. So, that’s the first big step.

Hart Brown: [00:16:29] Then, understand how the case occurred. So, a quick after action, a quick investigation as much as you can. Is this a single individual and has his or her information was easy to get by somebody outside the company, and they’ve put it forward, or is this something that is incredibly difficult to get this person’s information and publish it? Important to know potentially who. And in our world, we refer to it as an adversary. Who is this adversary? Is this somebody that just did it on a Saturday to do it, or is this something that’s really likely to potentially become an extended or elongated process? Are they going to do more? It would be an important part of that that risk assessment.

Hart Brown: [00:17:13] And then, creating a bit of a response plan with triggers or we call them triggers, if-then statements. If we see this, then we’re going to put out this kind of a statement. If we see this, we’re going to put out this kind of a statement. And create three or four potential scenarios, so you know what to do in these cases. And then, ultimately, you have to monitor how those statements are going. If you’re going to make a statement, important to get that feedback to make sure it achieves what you wanted to achieve.

Hart Brown, Senior Vice President

Hart Brown serves as Senior Vice President for R3 Continuum, a psychologically based crisis management firm that responds to 18,000 event each year. He brings over 20 years of experience in both the public and the private sectors. Hart has provided crisis and risk management services across 50 countries, to hundreds of events including the World Cup, one of the largest bankruptcies in US history and one of the largest mass shootings in US history.

Mr. Brown regularly responds to organizations involved in crisis events, security events, threats of violence and cyber incidents. Because of that, Hart works closely with insurance programs in commercial, personal, benefits and specialties markets supporting risk modeling and financial assessments as well as emerging risks, reputation protection, crisis management, active shooter and assault protection, and business interruption. He has an M.S. from Texas A&M University and holds certifications in organizational resilience, business continuity, loss prevention, as a commercial lines coverage specialist and as an ethical hacker.

The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

January 21, 2021 by John Ray

North Fulton Studio

Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

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Mary Adams, Exit Planning Exchange (The Exit Exchange, Episode 1)

On the debut episode of “The Exit Exchange,” Mary Adams, Executive Director of the Exit Planning Exchange, joins the show to discuss the vision and mission of the organization and its local chapters, why collaboration among advisors is vital, and the unique issues which arise for advisors in working with privately-held businesses. Mary also lauds the XPX Atlanta Chapter and holds it up as an example for future XPX chapters in formation. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

XPX – The Exit Planning Exchange

The Exit Planning Exchange (XPX) is a multi-disciplinary community of professional advisors who work collaboratively to help owners build stronger businesses, prepare for, and execute successful business transitions. Their members, who represent 12 advisory professions, understand the value of private companies to our communities and that successful transitions require a broad view of the entire life cycle of a private company including:

– Business value growth
– Business value transfer
– Owner life and legacy

The first Chapter opened in 2007. They now have Chapters in thirteen markets in the U.S. with four more Chapters in development. The strength of their network shined in 2020 when they supported each other and their clients while growing their membership by 10% and sponsors by 5%.

Mary Adams, Executive Director, XPX – The Exit Planning Exchange

**Mary Adams, Executive Director, Exit Planning Exchange**

Mary Adams is a consultant, speaker, and practitioner of intangible capitalism which focuses on the long-term pursuit of both profits and prosperity.
Her current work is focused in three communities that she helped create: The Exit Planning Exchange that brings long-term thinking to the private company market. The Integrated Reporting U.S. Community that brings long-term thinking to public companies. And Smarter-Companies, a specialty consulting community that provides methodologies and tools to support intangible capitalism.

Mary is the co-author of Intangible Capital: Putting Knowledge to Work in the 21st Century Organization. Prior to starting her consulting firm in 1999, she spent 14 years as a high-risk lender in the U.S. and Latin America at Citicorp and Sanwa Business Credit. She received a BA in Political Science from Rice University and a Master of International Management from the Thunderbird School (now part of Arizona State).

Company website

Company LinkedIn

Mary Adams LinkedIn

Questions and Topics in this Interview:

What makes the lower/middle market unique?
How does exit planning fit into this?
What is XPX’s role in this ecosystem?
The XPX Chapter in Atlanta is relatively new but just became the largest single Chapter–tell us about that.
What kinds of things are necessary to return to productivity?
How can XPX help our listeners?

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

The Personal Decisions Involved in Selling a Business, with Cliff Bishop, Brady Ware Capital

January 21, 2021 by John Ray

North Fulton Studio

The Personal Decisions Involved in Selling a Business, with Cliff Bishop, Brady Ware Capital

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The Personal Decisions Involved in Selling a Business, with Cliff Bishop, Brady Ware Capital

Cliff Bishop: We are seeing a lot of sellers that kind of say, “I’m tired of this now.” Or maybe the opposite. Maybe they’ve been away from the office a little bit, working remotely, and say, “You know, I like this. It’s time for me to move on if I can get the value for my business.” And I think it’s so important as a seller. I think there’s a lot of business owners listening to this – it’s not all about dollars and cents. There’s a lot of emotion and personal preference in this.

Cliff Bishop: So, you might ask Mike and I, “When should I sell my business?” We can’t answer that. We can educate you on some of the facts, but it’s a very personal decision. When is it time to walk away? We have some owners that are 80 years old that it’s their life. They’re never going to sell and I would tell them they shouldn’t, because they come in every day. It keeps them vibrant. It’s what they like to do. There’s others that are 45 that say, “I view this as just like buying a stock. If you can give me the right number, I’m going to sell it.”

Cliff Bishop: I have a passion about that, though. As a seller, you need to think about your life after selling. But, honestly, most people when they sell are going to have enough money to live happily ever after if we do our jobs right, which we will. But from a lifestyle and day to day “what am I going to do?” That’s really important.

Cliff Bishop, President, Brady Ware Capital

Cliff Bishop joined Brady Ware’s Mergers & Acquisition’s team in 2004 and is President of Brady Ware Capital. Cliff has more than 20 years of experience working with middle-market companies. Formerly a Senior Vice President in commercial banking with a large regional bank, Cliff provides creative solutions relating to mergers, acquisitions, and capital raising projects. Cliff’s creativity combined with his extensive experience in structuring, negotiating, and executing transactions equates to exceptional results for Brady Ware clients.

Cliff earned his undergraduate degree in finance from Indiana University and his MBA from the University of Dayton. He also holds the Series 7 and 24 securities registrations. Cliff was chosen as one of Dayton’s “Forty Under 40” business leader award recipients and is a graduate of Leadership Dayton.

Cliff is an active volunteer/board member with the YMCA of Metropolitan Dayton and currently serves as the Chair of its Board of Directors. He has also been a volunteer for Big Brothers/Big Sisters of the Miami Valley and Junior Achievement in the Dayton Public Schools.

You can listen to the full Decision Vision interview here.

The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.