Business Sustainability Radio Show

Too many businesses only last for one generation. A sustainable business is one that can last past your career. When you create a sustainable business, you have more options in how you live your life and that’s a good thing. Host: Josh Patrick, Stage 2 Planning Partners (http://www.stage2planning.com)

Episode 24: Freeing Up Cash Flow 08/17/2015

Episode 24: Freeing Up Cash Flow In this episode, Josh speaks with Garrett B. Gunderson, Founder and Chief Wealth Architect of Wealth Factory. Garrett and Josh discuss the process of freeing up cash flow and using truly independent advisors to guide your financial future. /episode/index/show/stage2planning/id/3740254

Episode 23: Coaching 07/29/2015

Episode 23: Coaching In this episode, Josh speaks with his personal business coach, Jason Billows, a business, leadership and life coach. Jason and Josh talk about the differences between "consultants" and "coaches", the benefits to having a coach, and the best ways to go about finding a coach. /episode/index/show/stage2planning/id/3702560

Episode 0: Introduction 07/07/2015

Episode 0: Introduction In the inaugural episode of the podcast, host Josh Patrick explains what a "sustainable business" is and why he decided to do this podcast. Josh invites his business coach, Jason Billows, from JasonBillows.com, to turn the tables and interview him about the podcast. /episode/index/show/stage2planning/id/3661833

Episode 22: CoreValue Software 07/04/2015

Episode 22: CoreValue Software In this episode, Josh speaks with Chuck Richards, CEO of CoreValue Software. Chuck discusses the different tools with the software, how they came about, and how they can be used to discover and potentially increase the value of a business. /episode/index/show/stage2planning/id/3655400

Episode 21: Integrating Family Into Family Business 06/24/2015

Episode 21: Integrating Family Into Family Business In this episode, Josh speaks with Matt Wesley of The Wesley Group. Matt discusses the best practices for integrating the family in the family business as well as highlights the potential pitfalls. /episode/index/show/stage2planning/id/3634073

Episode 20: Empowered Wealth 06/20/2015

Episode 20: Empowered Wealth In this episode, Josh speaks with Ron Nakamoto, CEO of Empowered Wealth. Ron talks about Empowered Wealth and how it seeks to reverse the trend of familes losing their wealth by the fourth generation. /episode/index/show/stage2planning/id/3627020

Episode 19: Preventing Transition Remorse 05/24/2015

Episode 19: Preventing Transition Remorse In this episode, Josh speaks with Paul Cronin, Partner and Director of Business Development, Successful Transition Planning Institute. Roger talks about transition remorse, some of the causes of it, and what can be done to help business sellers get past this point. /episode/index/show/stage2planning/id/3572360

Episode 18: Business Valuation 05/20/2015

Episode 18: Business Valuation In this episode, Josh speaks with Roger Winsby, President and Co-Founder of Axiom Valuation Services. Roger talks about business valuation, the many reasons why you should have your business valuation done, and how best to go about finding the right valuation firm. /episode/index/show/stage2planning/id/3565394

Episode 17: Client Advisory Boards 05/19/2015

Episode 17: Client Advisory Boards In this episode, Josh speaks with Steve Wershing, President of Entreplanning. Steve talks about client advisory boards, what they are and why you should have one. /episode/index/show/stage2planning/id/3563063

Episode 16: Recurring Revenue 05/14/2015

Episode 16: Recurring Revenue In this episode, Josh speaks with John Warrillow, Founder of The Value Builder System. John talks about recurring revenue, business valuation, and strategies for "productizing" your service business. /episode/index/show/stage2planning/id/3553990

Episode 15: Supplemental Compensation Plans 05/07/2015

Episode 15: Supplemental Compensation Plans In this episode, Josh speaks with Rick Kozlowski, Partner at Lisman Leckerling P.C. Rick talks about supplemental compensation plans and what companies need to think about when coming up with supplemental compensation for their senior executive staff. /episode/index/show/stage2planning/id/3540417

Episode 14: Using Video in Your Marketing 05/06/2015

Episode 14: Using Video in Your Marketing In this episode, Josh speaks with Lou Bortone, Online Marketing Strategist and Video Marketing Expert at LouBortone.com. Lou gives advice on developing your video strategy, planning your productions, and finding your "sweet spot" for the types of video to produce. /episode/index/show/stage2planning/id/3536825

Episode 13: Selling Your Business 05/05/2015

Episode 13: Selling Your Business In this episode, Josh speaks with Barbara Taylor, Co-founder, Allan Taylor & Co., a mergers and acquisitions firm. Barbara talks about the things you need to consider and be prepared for when readying your business for sale. /episode/index/show/stage2planning/id/3534437

Episode 12: Using Philanthropy to Teach Children Money Skills 05/04/2015

Episode 12: Using Philanthropy to Teach Children Money Skills In this episode, Josh speaks with Randy Fox, Editor in Chief of the Planned Giving Design Center. Randy talks about philanthropy, advising business owners on how to make it a bigger part of the company and life, and how to use philanthropy to teach important lessons on money and decision making to their children. /episode/index/show/stage2planning/id/3531663

Episode 11: Benefit Corporations 05/03/2015

Episode 11: Benefit Corporations In this episode, Josh speaks with Ted Castle, Owner and President of Rhino Foods. Ted talks about "B Corps" (benefit corporations), and the experience Rhino Foods has had in being a "B Corp". /episode/index/show/stage2planning/id/3531378

Episode 10: Succession Planning for the Unexpected 05/03/2015

Episode 10: Succession Planning for the Unexpected In this episode, Josh speaks with Steve Ciepela, President of Charles Stephen, a wealth managment firm in Albuquerque, NM. Several years ago, Steve's partner in the firm died unexpectedly. Steve discusses what they had done, and what you should do to protect your family and business in the event of an unexpected loss. /episode/index/show/stage2planning/id/3530780

Episode 9: Purposeful Trusts and Gifts 05/01/2015

Episode 9: Purposeful Trusts and Gifts In this episode, Josh speaks with attorney John A. Warnick, the founder of the Purposeful Planning Institute. John explains the purposeful trust and the difference between it and other types of trusts. /episode/index/show/stage2planning/id/3526064

Episode 8: Positive Corporate Culture 04/30/2015

Episode 8: Positive Corporate Culture In this episode, Josh speaks with Peter Asch, Owner and CEO of Twincraft Skincare. Peter explains positive corporate culture and why it is important to an organization. /episode/index/show/stage2planning/id/3523810

Episode 7: "Executive Coaching" 04/30/2015

Episode 7: "Executive Coaching" In this episode, Josh speaks with John Murphy, an Executive Coach with John Murphy International. John explains the purpose of an Executive Coach and why they are important to a business owner. /episode/index/show/stage2planning/id/3523283

Episode 6: "Unlocking Private Company Wealth" 04/26/2015

Episode 6: "Unlocking Private Company Wealth" In this episode, Josh speaks with Chris Mercer, Founder and CEO of Mercer Capital. Chris discusses private company valuations and his book "Unlocking Private Company Wealth: Proven Strategies and Tools for Managing Wealth in Your Private Business". /episode/index/show/stage2planning/id/3514673

Episode 5: Selling Your Business to Your Managers 04/23/2015

Episode 5: Selling Your Business to Your Managers In this episode, Josh speaks with John Crabbe, Owner and Founder of the Vermont Tent Company. John discusses the process he is going through in selling his company to his long time management team. /episode/index/show/stage2planning/id/3509695

Episode 4: "The Outrageous Deal" 04/23/2015

Episode 4: "The Outrageous Deal" In this episode, Josh speaks with Kevin Short, Managing Partner & CEO of Clayton Capital Partners. Kevin discusses "The Outrageous Deal", where businesses are able to sold for several times what typical businesses in their market niche are sold for. /episode/index/show/stage2planning/id/3509342

Episode 3: "Hire Your Buyer" 04/17/2015

Episode 3: "Hire Your Buyer" In this episode, Josh speaks with John Mill, Author of the book "Hire Your Buyer: a Philosophy of Value Creation". In it John discussses his unique strategy for finding a good business succession option. /episode/index/show/stage2planning/id/3499469

Episode 2: Importance of Annual Family Meetings 04/17/2015

Episode 2: Importance of Annual Family Meetings This episode Josh interviews Tom Deans, who has spent his life in and around private businesses. In his first book, Tom questions common wisdom about whether it is wise to give the family business to your children instead of having them buy it. Tom is here though to discuss his second book, which talks about the need for families to have deep conversations about the wishes of elders when it comes to estate planning. We learn why having an annual family meeting leads to healthy family relationsships that last for generations. /episode/index/show/stage2planning/id/3499000

Episode 1: Transitioning Your Business 04/17/2015

Episode 1: Transitioning Your Business This episode Josh interviews Scott Hamilton, Founder and CEO of InKnowVision, a firm that helps business owners transition their business to either their children or to an outsider through a third party sale. He discusses how to make sure the business sale becomes a positive event for the families of the selling business owner. /episode/index/show/stage2planning/id/3498942

Business Sustainability Radio Show

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