Business Exit Planning Archives - Business RadioX ®

Mike Hill – Trenton Services

August 4, 2025 by Rose

North Georgia Business Radio

Mike Hill - Trenton Services

00:00 /

From Ordinary to Extraordinary: Mike Hill’s Blueprint for Local Business Success

Running a business is exciting, challenging, and—when done right—deeply rewarding. In this episode of North Georgia Business Radio, host Phil Bonelli welcomes back Mike Hill of Trenton Services for a powerful sequel conversation about transforming small and medium-sized businesses into high-performing, profitable enterprises.

Mike Hill, an experienced business consultant and author of The Extraordinary Business, shares the strategies he uses to help entrepreneurs thrive. From tracking key performance indicators (KPIs) to preparing for the unexpected, his advice is rooted in both practicality and proven success.

The Power of Data and KPIs

Early in the conversation, Mike emphasizes that great decisions are built on great data. He encourages business owners to invest in proper infrastructure—like cloud-based tools—and to automate processes such as customer surveys and invoicing. Tracking performance data allows owners to measure quality, monitor profit margins, and identify areas of improvement.

One memorable example? A propane company he led implemented route optimization (even mimicking UPS’s “right-turn-only” efficiency strategy) and saved hundreds of thousands of dollars. As Mike puts it, KPIs are not just numbers—they are roadmaps to better decision-making and stronger margins.

Exit Planning and Crisis Management

Beyond daily operations, Mike stresses that every business will change hands—whether through sale, succession, or an unforeseen event. Many owners overlook exit planning, which often takes two to three years to fully prepare. From organizing financials to establishing governance and key-person insurance, exit planning protects both the business and the family behind it.

The episode wraps with a discussion on crisis management. Mike reminds listeners that downturns are inevitable, but planning for worst-case scenarios allows businesses to not just survive—but emerge stronger. Building cash reserves, creating flexible plans, and turning slow periods into productive “make lemonade out of lemons” moments are hallmarks of resilient businesses.

Your Next Step

Whether you are an entrepreneur looking to improve profitability, prepare for the future, or weather your next storm, Mike Hill’s insights are a masterclass in local business leadership. Explore his free resources and services at teamtrenton.com and consider how tracking your numbers today can create the extraordinary business you’ve always envisioned.

This Segment Is Brought To You By Our Amazing Sponsors

Hopewell Farms GA

Roundtable Advisors

RichLife Advisors

Cadence Bank

Highlights of the Show:

00:33 – 02:43 – Phil introduces Mike Hill of Trenton Services and kicks off a discussion about the importance of data in decision-making.
02:43 – 06:27 – Mike explains why cloud-based systems and automated tools are essential for collecting useful business KPIs.
06:27 – 11:45 – Case studies on margins, AR collections, and route optimization—showing how tracking KPIs saves time and money.
12:14 – 14:44 – Phil and Mike discuss how fun and productivity intersect, and Mike introduces his “PERs” (per person, per dollar) KPI concept.
16:01 – 18:21 – Why knowing your numbers drives profitability and the difference between an average business and an extraordinary one.
20:05 – 25:56 – Exit planning essentials: why every business will change hands and how to prepare 2–3 years in advance.
26:25 – 29:06 – Common pitfalls in financials and why only 30–40% of listed businesses actually sell.
30:05 – 34:18 – Crisis management mindset: expect problems, plan for worst-case scenarios, and stay productive during downturns.
37:06 – 39:21 – Building cash reserves and leveraging your balance sheet for survival and opportunity in tough times.
39:21 – 40:16 – Phil wraps up with a call to action: connect with Mike Hill at Team Trenton for guidance and free resources.

Financial Planner vs. Business Exit Planner: What’s the Difference?, with Bill McDermott, Host of ProfitSense

October 14, 2024 by John Ray

North Fulton Studio

Financial Planner vs. Business Exit Planner: What's the Difference?, with Bill McDermott, Host of ProfitSense

00:00 /

Financial Planner vs. Business Exit Planner: What’s the Difference?, with Bill McDermott, Host of ProfitSense

In a commentary from a recent episode of ProfitSense, Bill McDermott, The Profitability Coach, offers an insightful comparison between a financial planner and a business exit planner, emphasizing the significance of both for entrepreneurs.

Bill’s commentary was taken from this episode of ProfitSense.

ProfitSense with Bill McDermott is produced by John Ray and the North Fulton affiliate of Business RadioX® in Alpharetta.

Transcript

Financial planner versus business exit planner: what’s the difference? And why you need both? I want to talk a little bit about this. Imagine you’re the proud owner of a thriving business. You’ve spent years building it up from scratch, late nights, early mornings, and more coffee than any human should consume.

Now as you’re starting to think about the next chapter, you realize there’s more to this story than just putting your feet up on a tropical beach. Enter the financial planner and the business exit planner, two professionals who play very different roles in your entrepreneurial saga.

Your financial planner is like Dr. Watson, a Sherlock Holmes sidekick. Steady, reliable, and keeping everything in order while you solve the mysteries of your business. But when it’s time for a big complex sale like selling your business, you bring in the business exit planner. The Sherlock Holmes of the operation to crack the case and get you the best deal.

Here’s some positives and drawbacks for each. The financial planner, they see the big picture in all aspects of your financial life, not just the business. They help with your personal goals, everything from retirement to that dream vacation, and they’re with you for the long haul, adjusting your plan as life changes.

However, while they’re great with personal finance, they may not be as sharp on the business side. They have a wide range of knowledge and skills, but they may lack depth in complex areas like business exits. The Business Exit Planner. They know the ins and outs of selling a business, can maximize its value.

They have focused expertise, meaning they’re laser focused on your exit strategy and help keep you from leaving money on the table. They help you craft a plan tailored specifically to your business timing and goals. On the flip side, they have a more narrow scope, meaning they’re all about the business exit and less about your overall financial health.

Lastly, timing is key. A business exit planner is useful when you’re ready to exit, but not much help before that. It’s all about knowing when to call in the right expert. Your financial planner is essential for keeping your financial house in order throughout your business journey, but when it’s time to sell, the business exit planner ensures you leave on top.

In our story, using both advisors meant the business owner didn’t just retire to that tropical beach.

They bought it.

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

Follow this link to find the show archive.

The show is presented by The Profitability Coach. The Profitability Coach helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business.

Bill McDermott is the Founder and CEO of The Profitability Coach. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram and follow The Profitability Coach on LinkedIn.

Maximizing Value in Your Business Exit, with Joe Farach, Revenue Igniter Group and Neri Capital Partners

December 18, 2023 by John Ray

North Fulton Business Radio

Maximizing Value in Your Business Exit, with Joe Farach, Revenue Igniter Group and Neri Capital Partners

00:00 /

Maximizing Value in Your Business Exit, with Joe Farach, Revenue Igniter Group and Neri Capital Partners (North Fulton Business Radio, Episode 734)

On this North Fulton Business Radio episode, host John Ray welcomed Joe Farach, a seasoned expert in business growth and exit planning. Joe’s remarks centered on preparing businesses for sale, process optimization, handling due diligence, and building a robust management team. He further highlighted the need to start considering exit planning as early in the business’s inception as possible to anticipate challenges and ensure a more seamless transition. Other key topics Joe addressed include business valuation, leadership development, overcoming challenges in the selling process, the role of strategic thinking in business growth, and success stories from his work.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Joe Farach, Revenue Igniter Group and Neri Capital Partners

Joe Farach brings over 35 years of experience in strategy formulation, business development, market expansion, operations improvement, leadership development, and M&A. He has diverse experience working for global Fortune 500 companies, private family-owned companies, ESOPs, and starting his own business.

His career highlights include starting a manufacturing and service company in Brazil, acquiring and integrating a $200 million multi-plant business in the U.S., turning around a Mexican subsidiary, developing international capital investment projects, and formulating and implementing a global M&A strategy. He also led and grew P&L in companies and divisions ranging from $1 million to $300 million. Joe started his career as a nuclear submarine officer in the U.S. Navy.

Joe is a Certified Exit Planning Advisor and a Certified Mergers and Acquisition Advisor. He holds a B.S. Mechanical Engineering degree from California Polytechnic University, Pomona, and an M.B.A. from Villanova University. In addition to English, he has native fluency in Spanish and Portuguese.

Joe’s LinkedIn Profile | Revenue Igniter Group LinkedIn | Neri Capital Partners website

Questions and Topics in this Interview

00:04 Introduction and Welcome

01:15 Introduction of Guest: Joe Farach

01:27 Discussion on Business Exit Planning

02:58 Joe’s Personal and Professional Journey

08:04 Insights on Business Valuation and Exit Planning

10:47 Challenges in Business Selling and Exit Planning

24:24 Success Stories and Client Experiences

28:02 Contact Information and Closing Remarks

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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, and many others.

RenasantBank

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity

March 18, 2022 by John Ray

North Fulton Studio

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity

00:00 /

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity (The Exit Exchange, Episode 12)

Erica Dumpel, CDA Inc., and Ashley Edwards Altman, Insperity, joined the show to provide information and feedback about their experience as members of the Atlanta chapter of the Exit Planning Exchange. Erica mentioned the value she’s received personally as a family business owner looking to do exit planning for the next generation and her appreciation of the collegial environment. Ashley discussed how much she’s learned and the value of being able to connect with other members as a resource for her clients. They discussed cross-chapter connections, advice on how to get involved, and much more.

This episode of The Exit Exchange was co-hosted by David Shavzin and Mike Rosenthal and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Insperity

Since 1986, Insperity has been showing companies how to harness the power of HR to improve business success. The company has grown from two people sharing a one-room office to a $4.3 billion company with more than 80 offices across the U.S.

Insperity is a human resources outsourcing solution for small to medium-sized businesses (from 5 to 5000 employees). The company establishes a fortune 500 HR infrastructure in businesses that would otherwise not have access to those resources. This is a usage model of both administrative and strategic people practices, along with the technology to support it. Rather than building it yourself, Insperity clients buy a turnkey solution that is already in place and ready at any time, no matter what comes up in the business or the lifecycle of the employees.

The company partners with the best small to medium size businesses throughout the country to help drive revenue, improve productivity, and contain and control costs. Insperity does this by working with business owners to better align their people strategy with their business strategy.
The company’s clients get access to better benefits, time-saving technology and the first-in-class service they deserve – complete with dedicated support.

Company website | LinkedIn

Ashley Edwards Altman, Certified Business Performance Advisor, Insperity

Ashley comes to Insperity having spent 5 years helping to scale the HR of one of the fastest-growing companies in the country, where she realized her passion for helping small businesses grow. In her previous role, Ashley helped to grow the company from 40 employees to over 900 and was instrumental to the company’s HR and Recruiting efforts.

In her 5 years at Insperity, she has been awarded the Pinnacle Summit award (the past three years in a row), recognizing her performance as one of the top 15% of Business Performance Advisors across the company. Ashley has dedicated her career to helping small and medium-sized businesses in the Atlanta community grow by hiring and retaining the top talent in the market, helping business owners increase their bottom line through streamlining efficiencies, mitigating risks, and providing big company benefit options typically out of reach for small businesses, Ashley takes pride in helping entrepreneurs focus on their business, while offloading many of the areas that take the focus away from growing their businesses.

In her free time, Ashley is a volunteer mentor at the Atlanta Youth Academy, a citywide Tennis champion in the T2 singles tennis league, and enjoys long walks with her dog and husband around the Brookhaven neighborhood.

CDA Inc.

Czajkowski Dumpel & Associates, Inc. (CDA Inc.) started as a boutique benefits agency in 1975 in the New York City market. Since moving to Georgia in 1981 many small to mid-market companies have benefited from CDA Inc.’s willingness to look beyond traditional options for solutions to pay for employee healthcare costs.

CDA Inc. shops the market for the best benefits packages available to small companies and individuals with special consideration to claims that might be incurred specifically to the age/gender/family makeup of the group. The agency has grown from two to six individuals plus affiliated partnerships in order to provide the most expert and highest service levels possible. Continuation and succession planning is in place to guarantee ongoing levels of service and care to agency clients without interruption in case of any individual’s inability to perform at the levels of excellence our clients have come to expect.

Company website | Facebook

Erica Dumpel, CLU, Cofounder and President, CDA Inc.

Erica Dumpel, CLU is the Founder of CDA Inc. and Founding Principal of GA Health Agents Agency. Erica has over 46 years of experience in the health insurance industry as a broker and consultant. After receiving a B.A. with honors from Trinity College in Hartford, Connecticut and a M.A. from The Fletcher School of International Law & Diplomacy, she entered the insurance industry in New York City in 1975. Quickly drawn to the pressing needs of individuals without health insurance, Erica developed a practice focused on offering affordable, aggressively competitive employee benefits programs to individuals, seniors and small group clients.

Erica watched health insurance evolve from hospital/surgical coverage to full major medical benefits. She has also seen Medicare coverage continue to evolve as Medicare Advantage plans have taken huge market share from traditional Medicare and Medigap options. In both instances, Erica has been a respected voice linking the escalation of premium costs to a system in which patients have little involvement in the actual cost of care.

As Affordable Care Act provisions have been implemented and modified, Erica has increasingly been in demand as a consultant, helping companies navigate the complications presented by this legislation. Reviewing options relative to ACA requirements and penalties presents an opportunity for employers to assess their long-range employee benefits plans. By analyzing the consequences of the various available options, the organization can create a smart strategy to prepare for future issues and avoid ever-increasing costs.

The Exit Planning Exchange Atlanta

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.

Julie Keyes, KeyeStrategies, LLC

June 29, 2021 by John Ray

Minneapolis St. Paul Business Radio

Julie Keyes, KeyeStrategies, LLC

00:00 /

Julie Keyes, KeyeStrategies, LLC (Minneapolis-St. Paul Business Radio, Episode 14)

As a entrepreneur who went through her own business exit, Julie Keyes, Founder and President of KeyeStrategies, is passionate about supporting business owners in their transition and exit journey. She explains the crucial differences between transition, succession, and exit, why planning for an exit involves much more than just the numbers, what to expect when working with an exit planner, and much more. Minneapolis-St. Paul Business Radio is produced virtually by the Minneapolis St. Paul studio of Business RadioX®.

KeyeStrategies, LLC

KeyeStrategies is an advisory firm for entrepreneurs looking to grow and improve their business, while also providing Exit Planning and Transition services for companies between $5-30M in annual revenue.

The firm’s mission is to help business owners increase enterprise value and prepare the owner and the business for a future exit. Their tagline says it all… “Build enterprise value today, so you can exit on your own terms tomorrow”.

Company website | LinkedIn | Facebook | Twitter

Julie Keyes, Founder and President, KeyeStrategies

Julie Keyes is the founder and owner of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for business owners of lower middle-market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands owner motivations and the balancing act they require to work both ‘in’ and ‘on’ the business.

Julie is a Certified Exit Planning Advisor and Value Growth Advisor. She works with business owners who seek to understand and maximize their exit and critical transition options. She founded the Exit Planning Institute Twin Cities Metro Area Chapter in 2016, serving as president until 2020, and is a faculty member for their CEPA program. In addition, Julie was awarded EPI’s 2017 “Leader of Year”.

Julie recently released her first book “Poised for Exit” which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, of the same name, provides content relevant to business owners and advisors alike and can be found on all major podcast platforms.

LinkedIn | Poised for Exit

Questions and Topics in this Interview

What is the process of exit planning?
Who is involved in exit planning?
When should an owner start the process of preparing for a future exit?
Are Exit and Transition the same thing? What about Succession? How are they different?
When an owner works with you, what can they expect?
Is there any kind of urgency needed on the part of owners today? If so, why?

Minneapolis-St. Paul Business Radio is hosted by John Ray and produced virtually from the Minneapolis St. Paul studio of Business RadioX® . 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.

What’s Your Story? E58

June 16, 2021 by Karen

Phoenix Business Radio

What's Your Story? E58

00:00 /

What’s Your Story? E58

In this episode hosts Austin and Landon, interview guest Scott Snider, president of Exit Planning Institute. Scott shares with us why Exit Planning is important for business owners to talk about and consider regardless of how many years the company has been in business or how old the owners are.

Life happens and unexpected events can take a turn on the business so being prepared and being proactive is the safest and most productive route to take when owning a business.

A high school Janitor at a young age grows into an entrepreneur, owning his own lawn care business and successfully selling his business at 24 years old, Scott’s story is nothing shy of inspiring and informative. Scott educates his listeners and approaches Exit Planning by emphasizing it is not scary!

Exit Planning Institute (EPI) is a professional education company that provides education, training, credentialing, advisor support and development, and connectivity to the business owner for professional advisors.

EPI is the only organization that holds the Certified Exit Planning Advisor (CEPA) credential. The credential is the most widely endorsed and accepted exit planning credential in the marketplace.

Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company. At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company’s operations and chapter development.

Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe. He leads his EPI Global team from the Cleveland headquarters office.

Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Two of Snider’s biggest talents include market penetration and rapid growth strategies. In fact, Snider launched his first business at the age of 17, which he grew exponentially, winning accounts from larger competition, and establishing notoriety in his local marketplace.

At 24, he sold to a strategic buyer (his first “exit”) and joined forces with Chris Snider’s private exit planning and M&A firm, Aspire Management, who at the time, was looking to dominate Northeast Ohio’s exit planning space. Within one year, Scott took Aspire from an unknown startup to one of the most influential boutique advisory firms in Cleveland, citing over 13 publication pickups, a full client book, and a COI network that included every specialty from across the exit planning ecosystem.

With their passion for business strategy and serving owners and advisors alike, Snider and Snider purchased EPI, introduced the Value Acceleration Methodology, wrote an award-winning book, and effectively increased the business size by 10x. Scott Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

In 2018, Snider released his first book, Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit, which is a case study eBook that helps owners and advisors tackle the common problems that arise when an entrepreneur recognizes that transition is approaching on the horizon. This book was released and utilized at the 2018 Exit Planning Summit in Nashville and is now available on Amazon Kindle.

Follow Exit Planning Institute on LinkedIn, Facebook, Twitter and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3622252-060721

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.