exit planning Archives - Page 6 of 7

Dave Daniels, Dave Daniels Consulting

August 19, 2021 by John Ray

North Fulton Studio

Dave Daniels, Dave Daniels Consulting

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Dave Daniels, Dave Daniels Consulting (The Exit Exchange, Episode 8)

Dave Daniels of Dave Daniels Consulting says a strong diversity, equity, and inclusion (DEI) approach is far more than staffing and retention; it needs to be integrated into all aspects of a business. Dave joined “The Exit Exchange” to discuss why an effective DEI initiative not only strengthens company culture, competitive advantage, and the bottom line, but also pays off when it comes time to sell or transition the business. 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.

Dave Daniels Consulting

DDC (Dave Daniels Consulting) is a dynamic organization that focuses on producing outcomes and impact for organizations of all sizes in the DEI space.

Additionally, Dave Daniels is an accomplished Executive Coach who is certified in the leadership assessment called the IDI (Intercultural Development Inventory) that focuses on improvement with Inclusion skills.

Company website | LinkedIn

Dave Daniels, President, Dave Daniels Consulting

Dave is an accomplished Senior Business and Human Resource executive with a proven track record of developing, implementing, and delivering upon both short and long-term results. He has held management and executive-level positions with companies large and small throughout the United States. Dave has managed his career in a way that provides him with an exceptional breadth of experience and capacity to contribute to improving brand and financial results for his employer in every capacity he has served.

His business approach is intended to exceed financial objectives by requiring and inspiring exceptional capabilities on the part of all team members. He is an accomplished facilitator and leader of results-oriented cross-functional teams. He is most thankful and proud of his tenure as part of McDonald’s Corporate Diversity team where he was recognized for his positive impact by being selected as an Accelerated Executive candidate. This profound contribution led to his tenure as the Sr. Regional Manager in Nashville, the fourth largest Region in the domestic system at that time. His extensive travels have contributed immensely to his understanding of diversity in a very broad sense.

An appreciative product of the community college system, he holds a Bachelor of Arts degree from the University of Michigan, as well as a Master of Arts degree from Eastern Michigan University. Dave has lived throughout America while developing a background that includes significant P&L responsibility as well as nearly 25 years in the human capital arena. Additionally, he ran his own business for 6 years in Michigan, Indiana, and New Mexico.

Dave is an operationally-focused team builder committed to developing human capital and executing business initiatives that drive organizational success. He is passionate about creating an atmosphere of continuous improvement. His conviction that Human Capital is a top three (3) strategic differentiator for any organization has propelled his career success.

His consulting business of Diversity/Inclusion and the Entrepreneur Operating System (EOS) has allowed him exposure to top-tier companies, most recently Subway Corp. Dave believes in giving back to the communities where he resides. He has been a BOD member of several Non-Profits including founding an entity in St. Charles with 2 other acquaintances. He served as the VP of this group. He has always been a very active board member taking on very successful major fund-raising projects.

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.

Tiffany C. Wright, The Resourceful CEO, LLC

July 22, 2021 by John Ray

North Fulton Studio

Tiffany C. Wright, The Resourceful CEO, LLC

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Tiffany C. Wright, The Resourceful CEO, LLC (The Exit Exchange, Episode 7)

Tiffany Wright of The Resourceful CEO joined The Exit Exchange to discuss many factors business owners need to consider in preparing to sell. These issues are both varied and complex, including cash flow issues, the psyche of the owner as they prepare to sell, being realistic about what the buyer needs to see, the strategic vs. investment potential of a business, and more. Tiffany’s comments are chockfull of insights for business owners thinking ahead to their exit strategy or even just wanting to improve their operations. 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.

The Resourceful CEO, LLC

Your business IS valuable. It provides income for you, jobs that allow your employees to support their families and grow, and equity / net worth that supports your current, retirement, or next-generation wealth objectives.

Increase company EARNINGS and CASH FLOW and free up your time to drive wealth. If you or your business isn’t there yet, The Resourceful CEO can help.

Acting in a business consultant or a fractional COO/CEO capacity, The Resourceful CEO leads owners through successful, impactful financial and operational business restructurings that drive higher cash flow, stronger profits, greater owner flexibility, and freedom…and successful owner exits.

Company website | LinkedIn | Twitter

Tiffany C. Wright, President, The Resourceful CEO, LLC

Tiffany helps small to medium B2B companies restructure their operations and finances to generate stronger cash flow, higher profits and greater revenue. Her clients have experienced revenue increases of 10 to 40%, profitability increases of 20% to 250%, and doubling to quadrupling of cash flow in <=1 year. Tiffany C. Wright will talk to us about how you too can revamp your business to deliver your goals. She’s also the author of The Funding Is Out There! Access the Cash You Need to Impact Your Business.

Whether you’ve got a $300,000 transportation business, a $20 million business services company, or are an aspiring entrepreneur with options – Tiffany C. Wright has information and strategies for your business success.

Tiffany now combines her passion for financial independence and business ownership into helping B2B business owners who are frustrated, bored, upset and scared about the state of their business operations.

The Exit Planning Exchange Atlanta

David Shavzin, The Value Track, and Bob Tankesley, Neri Capital

July 16, 2021 by John Ray

North Fulton Studio

David Shavzin, The Value Track, and Bob Tankesley, Neri Capital

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David Shavzin, The Value Track, and Bob Tankesley, Neri Capital (ProfitSense with Bill McDermott, Episode 23)

Host Bill McDermott is joined by David Shavzin of The Value Track and Bob Tankesley of Neri Capital. David and Bob advocate that the seller of a business must take the perspective of the prospective buyer. By doing so, a seller will better understand business valuation, planning for a successful exit, and how the sale process will unfold. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

David Shavzin, President, The Value Track

Exit Planning — **David Shavzin, President, The Value Track**

The Value Track helps business owners sell their companies, maximize value, and create an exit on their own terms. Business owners too often get so caught up in the day-to-day that they lose sight of the key to making that future happen – building value – and are unprepared when the time comes to put their transition into action. The Value Track partners with their clients to build transferrable value and sell their companies. Whether a single owner, a family business, or simply multiple partners – whether their exit planning timeline is one year or 10 years – we take our clients through The Value Track’s 7 steps to ensure success.

Company website | LinkedIn

Bob Tankesley, Principal, M&A Advisor, Neri Capital

**Bill Tankesley, Principal, M&A Advisor, Neri Capital**

Neri Capital Partners, a boutique investment bank and advisory firm, consists of seasoned transactional professionals and offers a variety of investment banking services to privately held lower mid-market businesses. Our team has in-depth experience with businesses in the manufacturing, business-to-business, industrial, and healthcare market sectors. Neri Capital has closed over 150 transactions with a total enterprise value of $1.3 billion. Services include:
1. Seller representations
2. Business value estimates
3. Exit planning and strategies
4. Buyer representations
5. Corporate and capital formation

Company website | LinkedIn

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. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. 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 and 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 Twitter and follow McDermott Financial Solutions on LinkedIn.

Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

July 15, 2021 by angishields

North Fulton Studio

Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

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Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah

Neeli Shah: [00:00:00] What I find when I work with business owners is lack of clarity. So, what I encourage whenever I work with business owners at the onset is for them to know their gaps. And there’s three gaps that I specifically focus on. So, there is the wealth gap. There’s the value gap. And then, there’s the profit gap.

Neeli Shah: [00:00:21] The wealth gap is, you know, kind of it’s your number. What’s your number? What do you want? What’s your net worth going to be when you retire? And where are you right now? That difference is the wealth gap. The value gap specifically deals with the business. So, the business itself, do you know what the value of your business is currently? And what I find is, oftentimes, business owners don’t exactly know the true value of their business. They maybe have an idea of what it’s worth, but may not know the exact value. And where you want that value to be to get to your wealth gap. So, it kind of all relates back to it and that’s your value gap.

Neeli Shah: [00:01:02] And then, the same thing with profitability and profit gap. You know, where does your profitability need to be for you to get to that value, to ultimately then get to your wealth gap? So, they kind of all relate and they’re connected to each other. But those three numbers gives you clarity and sense of direction in where you are and where you need to be from a business perspective as well as a personal financial perspective.

Neeli Shah: [00:01:28] And then, the third leg of that stool is the the final act. I always focus on this as well, you know, like what do you envision doing after this transfer? You know, if you’re thinking about exiting, what does that next step look like? So, I think I start with clarity. And then, you know, the other very important piece is a team. Do you have a team? You know, typically you need a financial adviser, a CPA, a business attorney as a planning attorney, and a business consultant kind of all on the same bus, driving in the same direction. And that’s not usually the case. That’s kind of the second goal.

Neeli Shah, The Law Offices of Neeli Shah

The Law Offices of Neeli Shah is a boutique will, trusts, and estates law practice that provides comprehensive legal advice to individuals, small businesses, and nonprofits.

At the Law Offices of Neeli Shah, they believe that planning for the future should be purposeful and practical. They work with and/or help to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life.

They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.

Company website | LinkedIn

Listen to the complete ProfitSense 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.

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.

Julie Keyes, KeyeStrategies, LLC

June 29, 2021 by John Ray

Minneapolis St. Paul Business Radio

Julie Keyes, KeyeStrategies, LLC

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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.

The Future of Financial Planning with Austin Peterson E28

March 26, 2021 by Karen

The-Future-of-Financial-Planning-with-Austin-Peterson-feature

Phoenix Business Radio

The Future of Financial Planning with Austin Peterson E28

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The Future of Financial Planning with Austin Peterson E28

On this episode of the Future of Work: Water Cooler Conversations we are joined by Austin Peterson of Backbone Financial. He shares his how growing up and spending time on a farm influenced his work ethic and how one class in school changed the course of his life.

Austin also shares with us his passion for working with privately held businesses and the importance of planning for the future. He helps business owners navigate everything from insurance and managing liabilities to exit and succession planning.

If you are a business owner and do not have an exit or succession plan in place – this is a great episode to listen to for advice on how to get started. Austin also talks through the long list of things all business owners should be considering.

He also challenges all owners to think of their business as an investment and stresses the importance of working with a professional who can help you protect it. We cover the gambit on this episode from difficult childhoods, to parenting, to running a business and struggling to balance – it was a fun one and has something for everyone who is involved in small business.

Backbone Financial is based in Scottsdale, Arizona and strives to help take the guesswork out of your financial life by always acting in your best interest. Our goal is to help you build confidence with your financial decisions by providing solutions that best suit your needs and your unique financial situation.

Backbone Financial specializes in personalized financial planning and custom retirement plan analysis. We also help business owners and executives improve the effectiveness of their retirement plans through independent financial advice.

A veteran of the financial services industry, Austin Peterson has dedicated his career to helping clients toward achieving greater financial independence.

With over 18 years of experience, his extensive background includes working at leading firms across the financial world, including Pacific Life Insurance Company, Oak Tree Management Group, Symetra Life Insurance Company and many others.

In founding his own firm, Backbone Financial, Austin sought to focus his expertise on providing clients with a truly personalized financial planning experience.

Having earned an MBA and CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED LIFE UNDERWRITER™ (CLU®) designations, Austin holds the educational degree and certifications necessary to truly understand his clients’ needs and guide them appropriately toward meeting their business and financial goals.

While he thrives in a spectrum of services, he specializes in helping business owners, their executives, and families toward achieving their most valued financial goals. Whether providing corporate retirement plans, estate planning, business succession plans, or custom retirement income strategies, Austin always keeps his clients’ best interests at the heart of his process.

A graduate of California State University,Fullerton, Austin earned his MBA from Brigham Young University. In addition to working with investors, he has also helped train many advisors to help meet the needs of their clients.

While managing his own practice, Backbone Financial, he also counsels with and partners with advisors associated with Lincoln Financial Group that live in the western half of the United States on partnering with third party relationships to better serve their joint clients.

Outside of the office, Austin enjoys competing in triathlons, playing a round of golf, snowboarding, surfing, and watching sports. Most of all, he looks forward to spending time with his wife and kids.

Connect with Austin on LinkedIn and Instagram, and follow Backbone Financial on Facebook.

Austin Peterson is a registered representative 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 Financial is a marketing name for registered representatives of Lincoln Financial Advisors Corp. CRN-3506780-032421

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.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

With a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6. Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space. The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses. Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC⁶ offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours. Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)

March 18, 2021 by John Ray

North Fulton Studio

Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)

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Dr. Larry Gard, Hamilton-Chase Consulting (The Exit Exchange, Episode 3)

Selling or transitioning out of a business isn’t all about dollars and cents. Acknowledged or not, psychological and emotional issues come into play, and those considerations must be navigated by business owners and their advisors. On this edition of “The Exit Exchange,” Dr. Larry Gard covers the four psychological mistakes business owners make as they approach an exit. 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.

Hamilton-Chase Consulting

Hamilton-Chase Consulting offers pre-hire assessments to ensure that the people you hire are a good fit for the job, executive coaching and 360-degree feedback to help your key staff perform at their best. They specialize in career coaching and pre-retirement consulting to foster a positive, smooth transition to your next chapter. Find your retirement transition readiness score here: https://assess.coach/donewithwork.

Dr. Larry Gard, Consulting Psychologist, Hamilton-Chase Consulting

Dr. Larry Gard is a consulting psychologist and president of Hamilton-Chase Consulting in Chicago. From hiring to retiring, Dr. Gard’s work centers around the concept of goodness-of-fit, ensuring that people are engaged in activities that are well-suited for their personality. He teaches firms how to refine their selection process so that hiring decisions are more accurate and the right candidates are chosen. Larry also works with late-career professionals and business owners, offering brief coaching to help them prepare emotionally for a satisfying transition to their next chapter.

He is the author of “Done with Work: A dozen perspectives on the decision to retire”.

Company website | LinkedIn | Facebook

Questions and Topics in this Interview

What led you to focus on psychological preparation for a business owner getting ready to sell?
What mistakes have you seen people make?
When business owners aren’t emotionally ready to retire, what consequences have you seen?
What specifically will affect business owners in the lower middle market that our XPX members can take into account when advising their clients?
How can we, as advisors, best raise this topic with our clients?
Why are you a member of XPX?

“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.

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?

Flip the Script E31

December 2, 2020 by Karen

Phoenix Business Radio

Flip the Script E31

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Flip the Script E31

You can’t host a radio program/podcast called Tycoons of Small Biz, without being tycoons yourself, can you? The hosts, Austin Peterson and Landon Mance decided it was time for them to get on the other side of the mic and let Karen Nowicki interview them about the show and what it has meant to them, but she also interviews them about their area of expertise in working with small business owners, the true backbone of the American economy.

If you are a business owner that wants straight forward advice on how to prep your business for an eventual succession and planning along the way that is crucial, then you won’t want to miss this episode where Austin Peterson and Landon Mance reveal the process they go through that sets them apart from your every day financial planner.

Austin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial 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.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) 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.

YourFuture Planning Partners is a financial services firm out of Las Vegas, Nevada and came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank to start his own practice.

YourFuture Planning Partners helps business owners and their families successfully transition businesses from one owner to the next while focusing on a positive outcome for their employees. Whether you are transitioning a business to family, key employees, or an outside party, they define success as being educated on all of your options. Landon will help you select the option that will make you feel best after the transition, and ensure that you have a comprehensive written plan for what you’re going to do after you’re done running your business.

Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition to meet business owners’ 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.

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. 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.

Connect with Landon on LinkedIn and follow YourFuture Planning on Facebook.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

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 Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors Corp. CRN-3361590-120820

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