Exits Aren't Endings. You're Just Getting Started.

Starting and growing your business was hard work. Maybe you’re looking to cash-in on what you’ve built, spend more time with family, or simply move on to something else. No matter what the reason, planning your exit early is the best way to achieve your financial and lifestyle goals in the long run. Let’s take the first step!

Optimizing Benefits for Employees & The Sale of Your Business.. by Swift Kennedy & Associates 04/02/2025

Optimizing Benefits for Employees & The Sale of Your Business.. by Swift Kennedy & Associates In this episode. Ed Barone discusses the benefits of employee benefits organizations, self-funding, and compliance in business operations, emphasizing cost savings, control over cash flow, and the importance of addressing pain points with Jerry Calistri from Swift Kennedy & Associates. They also highlight the challenges employers face when taking over a plan, the importance of maintaining organized financial and HR files, and the role of technology in simplifying the process. If you have questions regarding your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/35978305

Using Your Business Valuation as a Tool to Increase Your Business Value & Exit Price 11/13/2024

Using Your Business Valuation as a Tool to Increase Your Business Value & Exit Price On this episode we talk with Andrew Mackson of Intelek. He joins Ed Barone in the conversation about how to help businesses improve the value of their business. If you have questions regarding your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/33916352

DON’T PUT OFF UNTIL TOMORROW – SUGGESTED STEPS TO BE TAKEN IN ADVANCE OF THE SALE OF A CLOSELY HELD BUSINESS 08/20/2024

DON’T PUT OFF UNTIL TOMORROW – SUGGESTED STEPS TO BE TAKEN IN ADVANCE OF THE SALE OF A CLOSELY HELD BUSINESS On this episode Ed Barone has a conversation with Paul Rushton, Managing Director and Partner at Rosenn Jenkins & Greenwald in Mountain Top, Pennsylvania. Ed Barone and Paul Rushton discussed the importance of planning and preparation for the sale of a closely held business, emphasizing the need for a capable team, tax and legal advisors, and strategic planning. They also highlighted the benefits of having a proactive approach, being well-prepared for business deals and succession planning, and the shift in deal-making trends. Lastly, they stressed the significance of business valuations, exit planning for owners, and the role of tax and investment advisors in this process. If you have questions regarding your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/32653792

Well Settled Trusts in Unsettled Times 08/15/2024

Well Settled Trusts in Unsettled Times On this episode we talk about Well settled trusts and unsettled times. Today we are joined by David Warren, chairman, co-founder of Bridgeford Trust, Jd. Law, from Suffolk University. David practiced law for several years before joining the financial service industry. In 2012 David and his partner launched Bridgeford Trust Company. If you have questions regarding your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/32587602

Family Business 01/24/2024

Family Business On this episode Ed and Scott emphasized the importance of holistic planning for business owners, highlighting the need to avoid common pitfalls in generational transitions. They underscored the significance of open communication, understanding the human elements involved in business transitions, and managing to separate business and personal matters. They also discussed the importance of having a well-thought-out succession and estate plan for business owners, the challenges faced during transition, and the need for family alignment in business decision-making. If you have questions your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/29632968

10 Tips From A Business Lawyer On How To Sell Your Business 01/04/2024

10 Tips From A Business Lawyer On How To Sell Your Business Today's guest is Liz Hodgson. Liz is an Attorney with Duane Morris LLP in Philadelphia. We discuss all the ways on how to Sell Your Business and more! If you have questions regarding selling your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/29345718

Year End Charitable Strategies and Tax Updates 12/19/2023

Year End Charitable Strategies and Tax Updates Today's guest is Brad Kellett- Certified Public Accountant. Brad is a member of Larson, Kellett, & Associates in Montoursville, PA. On this episode we talk about Year end Charitable Planning Strategies and so much more! If you have questions regarding Year End Charitable Strategies and Tax Updates, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/29153023

Increase the Value of Your Business by Effective Risk and Benefit Management 12/13/2023

Increase the Value of Your Business by Effective Risk and Benefit Management Our Guests today are Peter Lynch and Alex Smith Both Peter and Alex will be talking about proper risk management that will help you repair your business to be sold and in some cases may increase the value of your business. If you have questions regarding Increasing the Value of Your Business by Effective Risk and Benefit Management, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/29062968

R&D Tax Credits 12/06/2023

R&D Tax Credits The R&D credit reduces federal taxable income, meaning that businesses receive a dollar-for-dollar tax credit and still get to deduct expenses related to research and development. Let's learn more from Brad Kellet! If you have questions regarding a management buyout of your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/28955188

Management Buyout 11/13/2023

Management Buyout Among the most challenging business transitions is the management buyout. Seller financing, leadership skills of the new ownership team, and legal implications can make this a high-risk business transfer, requiring careful planning. Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC, is our guest for this topic. If you have questions regarding a management buyout of your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/28615073

Buy/Sell Agreements 11/13/2023

Buy/Sell Agreements Not unlike a budding marriage, it is important to set expectations out clearly when beginning a business partnership, or when buying or selling that business. Noel Anderson, Vice President of Executive Benefits at Madison Brokerage, is our guest for this topic. If you have questions about a business buy/sell agreement, we'd love to hear from you! Email with your questions. /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/28614943

Family Business Transfer 11/13/2023

Family Business Transfer The process of transferring a family business can be very hard from an emotional perspective. There's a lot invested in the business and there can be several challenges. What's the best way to work through this process? In this episode, Ed Barone, EGExit's Business Transition Advisor discusses options, challenges and offers best practices in working through the family business transfer with guest Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC. If you have questions about establishing an ESOP for your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/28614813

EOS & Getting Your Business Ready For Your Exit 11/13/2023

EOS & Getting Your Business Ready For Your Exit EOS - the Entrepreneurial Operating System - is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision. Bill Stratton, a Certified EOS Implementer, is our guest for this topic. If you would like more information about how to apply EOS to your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/28614363

Are You Mentally Ready to Exit the Business? 11/13/2023

Are You Mentally Ready to Exit the Business? Leadership coaching can provide vital input when planning a business exit or transition. Keith Kuzio, founder and principle of Intentional AdVennTures, LLC, is our guest for this topic. If you would like more information about business transition planning, we'd love to hear from you! Email with your questions. /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/28614288

Building Value In Your Business Through Growth 11/01/2023

Building Value In Your Business Through Growth On this episode, we had the pleasure of speaking with Kathy Steele. Kathy is the CEO of Red Caffeine. Red Caffeine is much more then just a marketing agency. They recognize that you deserve more than marketing tactics. Kathy and her team build value with a Grow-to-Market Plan. If you have any questions about this podcast or exiting your business, we would love to hear from you! Email with your questions. www.EGExits.com Let's learn more! /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/28478030

The Role of a Fractional Integrator for Exit Preparedness 08/16/2023

The Role of a Fractional Integrator for Exit Preparedness Andrea Perales of ACP Enlightening joins us this episode to discuss her role as a Fractional EOS Integrator and how that role is key in helping businesses operate more effectively and efficiently. The Integrator is a key leadership role within EOS, responsible for executing the company’s vision, driving day-to-day operations, and ensuring that the company operates smoothly. If you have any questions about EOS, the role of a Fractional Integrator, or exiting your business, we would love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/27763890

Key Person Insurance 05/31/2023

Key Person Insurance Noel Anderson, VP of Executive Benefits from Madison Brokerage, joins us today as we cover non-qualified deferred compensation plans which is a larger part of the de-risking your business conversation. Identifying the key people of your business and retaining them is critical in the transition process. If you have ant questions regarding non-qualified deferred compensation plans, we would love to hear from you! Email with your questions www.egexits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/26990358

Employee Stock Ownership Plan (ESOP) 04/26/2023

Employee Stock Ownership Plan (ESOP) There are several facets to consider when establishing an ESOP - Employee Stock Ownership Plan - for your business. Ownership stakes, tax implications, and ongoing compliance with regulations are just a few of the angles to consider. Richard Glassman, Partner of ESOP Plus®, is our guest as we discuss options for and implications of ESOPs. If you have questions about establishing an ESOP for your business, we'd love to hear from you! Email with your questions. /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/26663898

Selling Your Business 04/26/2023

Selling Your Business When it comes to selling a small or family-owned business, many questions come into play. Is the owner prepared? Is the family prepared? Are there plans in place? When is the right time to exit the business? Robert McCormack, founder of Murphy McCormack Capital Advisors, is our guest as we discuss options for and ramifications of selling your own business. If you have questions about selling your business, we'd love to hear from you! Email with your questions. /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/26663784

Structure in the Sale of a Privately-Owned Business 04/26/2023

Structure in the Sale of a Privately-Owned Business With the pending sale of a private business, the deal structure of the sale itself must be considered. The sale of business assets and stock also has its own tax and legal ramifications. Listen as Ed Barone, Evergreen Exits Business Transition Advisor discusses the sale of a private business with Kevin McGarry, CPA at Urish Popeck & Co., LLC, and Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC. If you have questions about selling your business, we'd love to hear from you! Email with your questions. www.EGExits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/26660487

Exiting a Business Is a Process, Not an Event 04/26/2023

Exiting a Business Is a Process, Not an Event In this episode we are joined by John Leonetti, CEO of the International Exit Planning Association, recognized leader and educator in Exit Planning and the author of, Exiting Your Business, Protecting Your Wealth: A Strategic Guide For Owner's and Their Advisors. This episode is part of our podcast series focused on the process we built to help small business owners develop a business exit strategy. Are you ready for your exit? Tune in to learn the vital steps in our 6 Step Process for exit strategy and succession planning. If you have questions about how we can help you plan, grow, or prosper as an individual or organization, we'd love to hear from you! Email [email protected] with your questions. https://www.egexits.com /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/26660337

Credit Insurance 04/12/2023

Credit Insurance In our second episode Ed Barone along with Derek Gannon, VP of Trade Risk Group based in Yardley PA, cover what they think every business should consider having - business credit insurance that covers a company's accounts receivable. Listen in to learn about covered events, claims, and how it can be used as a financial tool. If you have questions regarding business credit insurance, we'd love to hear from you! Email with your questions /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/26514204

Stock Redemption As An Exit Strategy 03/29/2023

Stock Redemption As An Exit Strategy Welcome to Evergreen Exits! In our first episode, Ed Barone of Evergreen Exits discusses stock redemption as an exit strategy with Ron Clausen from Clausen Law Group in San Francisco, California. Ron works in business succession planning to help business owners plan and design their exit strategies. If you have questions regarding stock redemption as an exit strategy, we'd love to hear from you! Email with your questions. /episode/index/show/68aeed5b-aec6-43ba-a49e-ac9a48932f3f/id/26366463

Exits Aren't Endings. You're Just Getting Started.

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