The Divestopedia Exit Strategy Podcast

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Syndication

In this session you will learn about:

  • How owners can make sure their legacy is long-lasting and positive
  • The most important thing a family can do to maintain harmony
  • What you should know about ethical wills and how they influence families and help maintain family harmony after the death of a matriarch or patriarch
  • How defining and sharing family values helps ease concerns when it comes to leaving an inheritance 
  • How and why you should create a culinary memoir.

About Judith Kolva, Ph.D.

Judith Kolva is the founder and Chief Executive Officer of Memoir Shoppe. Her doctoral work focused on how preserving life stories can create meaning in life. Dr. Kolva is a trusted interviewer, expert researcher, gifted writer, and accomplished educator. Her experience, expertise, and standards of excellence insure a seamless, enjoyable, completed project. She is an active member of the Association of Personal Historians and a contributor to its transformational My Words Are Gonna Linger: The Art of Personal History.

Direct download: Judith_Kolva_Ph._D._-_Personal_Historian.mp3
Category:general -- posted at: 11:07am EDT

In this session you will learn about:

  • 3 things most families can do to maintain family harmony
  • When should you talk about your exit plans with your family - Matt gives us some valuable tips
  • How to deal with perceptions that "money is negative"
  • How to go about starting family meetings
  • How owners can make sure their legacy is long-lasting and positive

About Matt Wesley, JD, MDiv.

Matthew Wesley of The Wesley Group works with successful families and their leaders to build capacities that will sustain wealth across generations.  Based on an extensive theoretical knowledge and extensive involvement in consulting with various families, companies and organizations, he directly engages the human issues that matter most to families.

Direct download: Matt_Wesley_JD_MDiv._-_Family_Succession_Expert.mp3
Category:general -- posted at: 10:30am EDT

In this session you will learn about:

  • What should someone do to figure out how much they need to be financially secure
  • Actual strategies the wealthy are using to minimize their taxes
  • What you should look for in your money person
  • The differences between brokerage firms, RIA firms, family offices out there advising clients about their investments
  • How to avoid ponzi schemes and scammers
  • Ways to prepare emotionally and financially from earning money to spending money

About Kaushal "Ken" Majmudar. JD, CFA

Kaushal "Ken" Majmudar, JD, CFA serves as Chief Investment Officer at Ridgewood Investments and was recognized by Businessweek.com as one of the 50 Most Experienced Independent Advisors in the country.  Ken is active in the leading professional groups for investment and wealth managers as a member of both the CFA Institute and the New York Society of Securities Analysts.  He is also a member of the Value Investors Club - an online members-only group for skilled value investors.

Direct download: Kaushal_Majmudar_JD_CFA_-_Investment_Expert.mp3
Category:general -- posted at: 10:15am EDT

In this session you will learn about:

  • 3 things any owner can do right now to start preparing for an exit
  • 3 common pre-sale tax and estate planning opportunities
  • The most common mistake owners make when discussing an exit strategy with their executives
  • What should someone do to figure out how much money they need to be financially secure?
  • What's the best way to discuss exit strategy with internal and external stakeholders

About Joseph Bazzano, CPA, CVA, CBEC

Mr. Bazzano brings nearly 20 years of experience in public accounting and valuation services to closely-held companies of all sizes.  His areas of expertise include financial reporting, mergers and acquisitions, exit strategies and tax planning and compliance with individuals and business entities in the manufacturing, construction, wholesale and real estate industries.  He operates Private Equity Transitions and Bazzano & Rosenbloom.

Direct download: Joseph_Bazanno_CPA_CVA_CBEC_-_Valuation_and_Exit_Planning_Expert.mp3
Category:general -- posted at: 9:05am EDT

In this session you will learn about:

  • 3 things any owner can start doing right now to prepare for an exit
  • 3 pre-sale tax and estate planning opportunities
  • Peter goes into the most common mistakes owners make when discussing an exit strategy with their executives - Don't miss this session
  • The best way to discuss exit strategy with internal and external stakeholders

About the Guest

Peter is the original exit planning coach and co-founder of the Exit Planning Institute. CEO and Founder of the CHRISTMAN GroupPeter Christman is an experienced entrepreneur, corporate executive, and coach and former investment banker.

He is the Co-Author of the book, “The Ten Trillion Opportunity”. During his 30-year career Pete has successfully sold more than 200 companies in a wide variety of industries.

Direct download: Peter_Christman_CEPA_-_The_Original_Exit_Planning_Coach.mp3
Category:general -- posted at: 8:39am EDT

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