Mastering Your Exit Strategy
Christine Trumbull
According to The BEI 2019 Business Owner Survey Report, 79% of successful business owners hope to exit their companies within the next 10 years. Over 74% of them rely on their businesses for more than half their personal income and more than half would exit today if they could afford it. But, about 80% of owners have not created a plan to transfer ownership and 100% of business owners will leave their businesses, whether planned or not. And finally, more than 70% of businesses that are put on the market DO NOT SELL! You've spent years working this business. Wouldn't you rather be in control of where...
Episodes
Christine Trumbull - Getting the Right People In Your Business
Here are the things to expect in this episode:What are the intangible assets in your business?Human capital and the vitality curveThe 3 Staff Categories How does human capital build value?And much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull
Christine Trumbull - How to Build an Exit Lifestyle Business
Here are the things to expect in this episode:The value of having choices as a business ownerWhy you need guides in businessWhat is an intangible asset?The 4 intangible assets you won’t find on a balance sheetAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull
Christine Trumbull - What is Stopping Your Business Growth?
Here are the things to expect in this episode:What are the three barriers to the successful growth of your business?Why does growing a business become so complicated?What you need to do to overcome your success barriersAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull
Scott Snider - What is Exit Planning and Value Acceleration? (Replay)
In this replay, Scott breaks down the 3 pillars of The Value Acceleration Method - Discover, Prepare, and Decide. He also shares how each would help you align your personal and business goals. If you plan to have a better life beyond your business exit, this one's for you. About our Guest:Scott Snider is a nationally recognized industry leader, and growth specialist. He serves as President of the Exit Planning Institute (EPI), and Operating Partner of Snider Premier Growth. In 2018, Snider released his first book, Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit, available on Amazon. Connect with Scott:LinkedIn: https://www.linkedin.com/in/scott-snider-epi/ Twitter: https://twitter.com/EpiSniderInstagram: https://www.instagram.com/scottsniderepi/Exit Planning Institute:LinkedIn: https://www.linkedin.com/company/exit-planning-institute/Facebook: https://www.facebook.com/exitplanninginstitute Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull
Stacy Feiner - The Ecosystem of Excellence
Here are the things to expect in this episode:Why business owners struggle to let go of their businessUnderstanding the ecosystem of business ownersHow can business owners discover their blind spots?How the Ecosystem of Excellence can help business ownersAnd much more! About Dr. Stacy Feiner:Dr. Stacy Feiner is a nationally recognized innovative psychologist known for leveling up the output of elite performers and the complex systems they lead. Stacy has a pro-growth, pro-health coaching process that ensures you achieve excellence in all aspects of your life.Stacy knew when she was eight years old that she wanted to improve the human condition. Curious about people’s lives and their cultures, Stacy has lived in seven US cities, traveled through nine countries, and worked in Asia for two years. Stacy has been faithful to this pursuit.Stacy is a trained doctor of psychology with expert capabilities for helping people grow emotionally and shape their best lives.Dr. Feiner designed a method for coaching owners of complex systems that solves emotionally-charged situations while simultaneously advancing business objectives. Her holistic approach blends the emotional dynamics and the operational mechanics to put leaders in control of the world. Her deliverable promises that all aspects of your life will be high performing. Connect with Dr. Feiner!Website: www.stacyfeiner.comLinkedIn: https://www.linkedin.com/in/stacyfeiner/Instagram: https://www.instagram.com/dr.stacyfeiner/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull
Christine Trumbull - Is Your Business All Set for 2023?
Here are the things to expect in this episode:Assessing your business obstacles & accomplishmentsWhy you can’t accomplish all of your goals in one yearThree revenue goals to set for your businessCreating a management teamAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ If you are curious about what you can do with your business, schedule a call with me here: Let's talk! - Christine TrumbullIf you're looking for a quick way to fast-track your business success, you can book a single paid session with me. No sales pitch, just my focused help on whatever issue is most pressing. You can book that here: Single Session Coaching with Christine - Christine Trumbull
Christine Trumbull - How to Keep the Family Business Running & the Business Family Happy
Here are the things to expect in this episode:Difference between family business and business familyThreading the needle between family loyalty and performanceSeparating business decisions and family decisionsHow to create a more equitable workplace with minimal favoritismAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Christine Trumbull - Why Business Owners Fail to Plan Their Exit
Here are the things to expect in this episode:Fear of the UnknownKnowing What You Actually WantHaving an Identity Beyond Your CompanyCreating a Life Outside Your BusinessAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Christine Trumbull - What Trekking To Everest Base Camp Taught Me About Business
Here are the things to expect in this episode:Christine’s journey to the Everest Base CampHow trekking on a rocky terrain taught Christine a valuable business lessonAre you losing sight of what’s happening in your business?The importance of looking at the bigger pictureAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Matthew Holman - How to Manage and Scale a Subscription Business
Here are the things to expect in this episode:What’s the difference between a digital and physical goods subscription business?Biggest mistakes that companies make when launching subscription programsDo you need to build out a community around your subscription program?Reasons why customers stay with subscriptionsAnd much more! About Matthew Holman:Matthew Holman is the Head of Growth at QPilot, a subscription management platform for eCommerce businesses, and the Founder of Sharehouse, an eCommerce community. Connect with Matthew!LinkedIn: https://www.linkedin.com/in/holman-matthew/Twitter: https://twitter.com/subscriptiondocYoutube: https://www.youtube.com/channel/UC4bPOQPNvVYYwv_-ywHyzpQGet a weekly dose of subscription tips here: https://content.autoship.cloud/subscription-prescription-registration Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Sandra Finch - Maximizing Your Exit Through Tax Savings
Here are the things to expect in this episode:The smartest thing a business owner can do before selling their businessA strategy for saving tax dollars during a saleWhat is a Texas Shoot-out clause?Selling a business at the wrong value - or buyer!And much more! About Sandra Finch::Sandra Finch is the owner of Finch CPA Firm and Finch Exit Strategies in Houston, Texas. She has over 35 years of experience in tax strategies and, most recently, tax-leveraged sales and deal strategies. She is also the author of 50 Ways to Leave Your Business. Connect with Sandra!Websites: https://www.finchcpafirm.com/ | https://www.finchstrategies.com/LinkedIn: https://www.linkedin.com/company/finch-cpa-firm/50 Ways to Leave Your Business: https://www.amazon.com/Ways-Leave-Your-Business-There/dp/0578958112 Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Kaitlyn Carlson - Financial Planning & Its Significance in Your Exit Strategy
Here are the things to expect in this episode:Why do business owners need a financial plan?What is a financial plan? What does it entail? The importance of a valuationWhy you should hire an outsourced CFOAnd much more! About Kaitlyn Carlson:Kaitlyn is the Founder & CEO of Theory Planning Partners, a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in both the southern and northeastern regions of the U.S. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®). Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston. Connect with Kaitlyn!Website: https://theoryplanning.com/LinkedIn: https://www.linkedin.com/in/kaitlyncarlson1/Instagram: https://www.instagram.com/theoryplanningpartners/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Darrell Pressley - Integrating Strategic Communications in Your Transition Planning
Here are the things to expect in this episode:What role do communications and public relations play in transition planning?Six steps in making a communications plan for your businessOther communication elements to consider in your exit strategyWhat does a communications strategy look like?And much more! About Darrell Pressley:Darrell S. Pressley is an award-winning communicator with more than 30 years of experience as a journalist, public relations executive, and spokesperson. He is the Principal of Pressley Media Group, LLC, a full-service public relations firm in the Baltimore area. PMG helps companies strengthen relationships with clients, elevate their brands, and prepare for a crisis through media relations, international and external communication strategies, and crisis communications. Connect with Darrell!Website: https://pressleymediagroup.com/Facebook: https://www.facebook.com/pressleymediaLinkedIn: https://www.linkedin.com/in/darrell-s-pressley-994992220/Essential Communications for Leaders: https://pressleymediagroup.com/executive Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Christine Trumbull - How To Handle Conflicting Business Transfer Opinions Within Your Family
Here are the things to expect in this episode:What to do when family members don’t agree with your transfer decisions?How to get your money's worth from a family business transferWhy estate planning is an integral part of your exit processAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Christine Trumbull - Can Family Business Transfers Succeed?
Here are the things to expect in this episode:Different scenarios that occur when transferring business to a family memberWhat are the challenges to consider with a family business transfer?The key to making a family business transfer workAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Christine Trumbull - Fairness and Equity Among Family Members
Here are the things to expect in this episode:How to handle asset distribution to family membersWhat’s the difference between fairness and equity?The tale of Bob the BuilderAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Christine Trumbull - Is a Family Transfer Right for Your Business?
Here are the things to expect in this episode:What is a family transfer?Benefits of transferring your business to a family memberPossible challenges when choosing family business transferAnd much more! Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/ Let’s talk! Visit this link to schedule a session. https://calendly.com/christine-masteringyourexit/letstalk
Nicholas Brown - Maximizing Your eCommerce Business Exit
Here are the things to expect in this episode:Differences in valuing an eCommerce and traditional businessKey factors that can increase or decrease a business's valuationHow to make an eCommerce business attractive for sale?And much more! About Nicholas Brown:Nicholas is the Head of M&A at Dragonflip. He has worked in mergers and acquisitions since 2015 and holds the certified business intermediary designation from the IBBA. He has a Master’s in Business Administration from the University of Florida and a Master’s in Public Administration from the University of Southern California. Connect with Nicholas!Website: https://dragonflip.com/en/LinkedIn: https://www.linkedin.com/company/19075370/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Jason Buck - How to Hedge Entrepreneurial Risks
Here are the things to expect in this episode:What is a Cockroach portfolio?Why you should have both offensive and defensive assets What are the drawbacks of 60/40 portfolios?Mindset shifts needed for business owners who sell their companyAnd much more!About Jason Buck:Jason Buck is an entrepreneur and trader specializing in volatility, options hedging, and portfolio construction. After living through 2008 as a commercial real estate developer, Jason became focused on how investors could better manage their risk. He spent the following decade consulting on portfolio construction and building bespoke long volatility strategies for family offices and high-net-worth individuals.This experience in cross-asset class trading spotlighted the need to create diversified long volatility and tail risk fund designed to hedge the risks associated with economic downturns. In addition to his role as the CIO of Mutiny Fund, Jason is regularly sought after and recognized for his work as a public speaker and media personality in the finance space. He is a frequent contributor to several outlets including Real Vision, Top Traders Unplugged, and Blockworks, where viewers tune in weekly for his popular live YouTube show "Pirates of Finance." Jason has been featured in Business Insider and ETF Trends as well as several podcasts including Resolve Riffs, The Meb Faber Show, The Business Brew, Dr. Dark After Dark, The Derivative, The Acquirers Podcast, and Value After Hours and is the co-host of The Mutiny Investing Podcast. A former D1 soccer player and IMG academy graduate, Jason currently resides in Napa Valley, California. -Connect with Jason!Website: https://mutinyfund.com/Twitter: https://twitter.com/jasonmutinyConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Kelley Powell - Why Consider Private Equity as a Partner in Your Exit Strategy
Here are the things to expect in this episode:Exploring private equity and its potential role in your exit strategyThe importance of finding the right private equity partnerWhy ensuring business alignment is crucial to your exit strategyAnd much more!About Kelley Powell:Kelley Powell is the best-selling author of "Courage To Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence". As an Investor, Board Member, and CEO of MacLaurin Group, a global advisory firm supporting private equity-backed companies in growth and M&A, Kelley has extensive experience in leading investment-backed companies. Kelley is an authentic and inspiring leader who creates high-performance cultures and drives transformative growth. She strongly believes team and company success is directly tied to building deep, long-lasting trusted relationships and client success.-Connect with Kelley!Website: https://kelleywpowell.com/LinkedIn: https://www.linkedin.com/in/kelleywpowell/Email: [email protected] first Forbes full feature article:https://www.forbes.com/sites/forbesbusinesscouncil/2022/09/02/three-ways-to-be-more-authentic-in-business/?sh=4a9d6a834f4bLink to my book “Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence”: https://geni.us/couragetolosesight“Scaling Up with Verne Harnish” Event link: https://www.eventbrite.com/e/scaling-up-with-verne-harnish-tickets-266291283397Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Justin Goodbread - Your Baby's Ugly - Maximize the Value of Your Business or You'll Have Nothing to Sell
Here are the things to expect in this episode:Every business must have powerful leadership.Leadership is more about empowering those who excel.A business is a wealth-creating tool.What are some of the biggest failures in business?And much more!About Justin Goodbread:Justin Goodbread, CFP®, CEPA, CVGA, Chief Strategy Officer at WealthSource, is a nationally recognized financial planner, educator, wealth manager, and speaker. With more than 20 years of experience starting, buying, owning, and selling businesses, he has become a four-time recipient of the Investopedia Top 100 Advisor award and the 2022 Peter Christman Exit Planner of the Year.As a two-time author, Justin’s first book, The Ultimate Sale, was named an Amazon best-in-class title. In it, he teaches how business owners can create long-term value and accelerate growth in their company so it can be sold for top dollar when the owner is ready to retire. His second book, Your Baby’s Ugly: Maximize the Value of Your Business or You Will Have Nothing to Sell. (A Financially Simple Guide) was listed on the USA Today Bestseller list.-Connect with Justin!Website: https://financiallysimple.com/Facebook: https://facebook.com/justingoodbread/LinkedIn: https://www.linkedin.com/in/justingoodbread/Your Baby’s Ugly: Maximize the Value of Your Business or You Will Have Nothing to Sellhttps://www.amazon.com/Your-Babys-Ugly-Maximize-business-ebook/dp/B09QNKZW4F/ref=sr_1_2?keywords=your+baby+is+ugly&qid=1657306143&sprefix=Your+Baby%27s+Ugly%2Caps%2C123&sr=8-2Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Christine Trumbull - Planning Makes All the Difference in Your Transition and What Happens After
Here are the things to expect in this episode:To have a successful transition, have your exit planning years before you leave.Streamlined processes and procedures make the company efficient.Having a contingency plan is a must!The value of a clear financial plan.And much more!Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Christine Trumbull - Things You Need to Understand When Selling Your Business
Here are the things to expect in this episode:It takes years to get the value of the business ready for sale.What are the tax implications of selling your business?How can you position your company to be attractive for the buyers?And much more!Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Christine Trumbull - Thinking Post-Exit
Here are the things to expect in this episode:Knowing who you want to sell your business to.Why are a lot of owners unhappy one year after selling their business?You don’t have to know when you want to leave. Planning for your exit early is ideal!And much more!Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Christine Trumbull - Are You Financially Prepared to Sell your Business?
Here are the things to expect in this episode:Profitability does not equal value.Figure out first if your finances can sustain your desired lifestyle if you sell your business.How do you understand what the true value of your business is?And much more!Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Christine Trumbull - Planning for Your Exit Before It's Too Late
Here are the things to expect in this episode:When should you start to plan for your exit?The value of process documentation.Understanding the business’ performance in relation to its competitors.A business that’s overly dependent on the owner won’t do good for its value.And much more!Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Dominique Molina - How to Keep More Cash When You Exit Your Business
Here are the things to expect in this episode:What are some of the exit planning mistakes people make when it comes to taxes?How can you qualify for a tax break?What do you need to avoid when it comes to tax reduction and exit planning?And much more!About Dominique Molina:A CPA since 2000, Dominique noticed early in her career that most accountants failed to bring active ideas to their clients to save tax. She also realized most of the country's wealthy pay very little in tax - in fact much less than middle class business owners. So she set out to do more by getting a law degree and learning everything she could to help every day businesses pay less. Not satisfied with helping just the handful of her own clients , Dominique began training traditional CPAs and attorneys how to do the same with their business owner clients and today she runs the American Institute of Certified Tax Planners which supports and trains tax advisors all over the country how to cut their clients' taxes to 15% or less.Connect with Dominique!Website: https://www.CertifiedTaxPlanners.comLinkedIn: https://linkedin.com/in/dominiquemolinaConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Joss Milner - Business and Cash Flow
Here are the things to expect in this episode:The idea behind Cash Flow Story.What does a 1% price increase do to the value of the business?Understanding the story of a business in a structured way.The three big challenges that businesses face today.And much more!About Joss Milner:Joss Milner is the CEO of Cash Flow Story. Joss co-founded the company in 2013. Cash Flow Story now has users in over 95 countries around the world.After qualifying as a Chartered Accountant, I have spent the last 25 years working in the software industry. I have Co-founded numerous IT companies that have provided software to the banking & finance, accounting and general business sectors, with a user base of hundreds of thousands in multiple countries. Having held roles in product development, sales & marketing, operations and management my chosen field of expertise is creating new software businesses as well as mentoring IT start-ups. Partnering with entrepreneurs who have a promising idea, I help turn that vision into a commercial reality. Knowing how to navigate the critical early stages of a start-up through the stages towards commercialisation to releasing a new product into new or established markets are my keys strengths.Connect with Joss!Website: https://cashflowstory.com/Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Craig Swanson - Conversation with a Serial Entrepreneur
Here are the things to expect in this episode:Good employees don’t necessarily see the world the way an owner does.Owners tend to feel like it’s a failure to exit the business.Things to consider when creating a business with the intent to sell.It’s okay not to be too involved in the innovative processes of your business. It’s also important to invest in other outlets!And much more!About Craig Swanson:At the age of 18, Craig founded Swanson Tech Support and worked as a tech consultant for 6 years before founding CreativeTechs which lead to over a million dollars in sales.Soon after Craig co-founded the creative online learning platform CreativeLive, an idea that was birthed from a failed video training program for his IT business. CreativeLive would grow from a small start-up team to 70+ employees offering workshops with top industry leaders like Tim Ferriss and Brené Brown.Now Craig partners with creators, educators, and influencers by providing the missing piece that they need to get to the next stage of their business and is helping build $1 million dollar businesses one step at a time. He is also the head of the Seattle Entrepreneur’s Organization Accelerator Program where he works to a similar mission, helping startups with $250k in revenue top the million dollar mark.Connect with Craig!Website: https://craigswanson.org/LinkedIn https://www.linkedin.com/in/creativelive Entrepreneur Organization Accelerator Program: https://www.eoseattle.org/acceleratorConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Philip Romm - How HR Will Make or Break your Exit
Here are the things to expect in this episode:Why is people strategy important?You have to think of your people as an asset.The role HR plays in increasing the value of the business.And much more!About Philip Romm:Phil started his human resources career in 1998 and over the course of his career he has held a variety of senior leadership positions in many different types and sizes of organizations. As the Founder/Principal Consultant, Phil provides business leaders consulting advice on how to manage human capital risk, globalize their processes, and leverage their human capital for growth. Phil possesses an MS in Industrial Labor Relations from the Zicklin School of Business, Baruch College, City University of New York. In 2017, Phil earned his SHRM-CP designation, making him a certified human resource professional. Phil recently completed a Diploma in Global Business from University of Oxford, Saïd Business School. Phil is happily married, a father of twins, and a dog. Phil is a lifelong learner; student of business and how companies can make a positive impact in the lives of its employees. He resides in Maryland but works with companies all over the globe. He can be reached at [email protected] with Philip!Website: https://www.hr-elite.comYoutube: https://www.youtube.com/watch?v=1rYM9keFxnwNewsletter: https://join.industrynewsletters.com/signup/EliteHRConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Teresa Mitrovic - How Psychological Safety Stops the Burnout Cycle
Here are the things to expect in this episode:What is psychological safety? How does it play into business?How can conflict be viewed as healthy and productive?Creating a high performing team through trust.It’s not ideal to treat a corporate environment into a family environment.And much more!About Teresa Mitrovic:Teresa Mitrovic is the founder of ORO Collective, as well as a consultant, coach, course creator and author specializing in performance, psychological safety and trust. In her past life as a corporate leader, when the increasing demands of senior leadership clashed with single parenthood, coaching as a leader was the solution. With workloads reset, team cohesion and alignment gained, performance improved and profit tripled. She has lived and worked internationally, delivering keynotes and workshops to clients large and small and authored the book ‘The Currency of Connection - how trust transforms life, relationships and work’.Now based in Melbourne with her husband and dog, she works internationally - and virtually - coaching top executives from companies like Barclays, Hasbro, Disney, and Accenture.-Connect with Teresa!Instagram: https://www.instagram.com/we.are.oro.collective/Facebook: https://www.facebook.com/orocollectiveteamTwitter: https://twitter.com/teresamitrovicLinkedIn: https://www.linkedin.com/in/teresamitrovic/Website https://www.orocollective.space/masteringyourexitstrategyConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Christine Trumbull - Busting Exit Planning Myths
Here are the things to expect in this episode:Exit planning is not estate planning.The value of having a trained exit planner to implement the business owner’s objectives.It’s never too early to talk about exit planning. You don’t have to be ready to leave to start planning!And much more!Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Bob Cox - Shifting Culture to Drive Results
Here are the things to expect in this episode:Finding the balance between winning and competing.When people are not happy, they don’t work!Raising your self-awareness in order to make better decisions.Focusing on what your employees are good at rather than what they’re not good at.And many more! About Bob Cox:With a background in sales, education, coaching and leadership, Bob has been influencing improved outcomes for teams and individuals his entire career. In 2020 Bob was compelled to employ his knowledge and expertise to impact other organizations. BHHC Consulting was born. He is passionate about helping you live in the tension of doing 2 things at once – winning and improving. His approach is pragmatic and principled. He uses tools that reveal insights about the personality makeup of your teams and that challenge you to consider the experiences, beliefs and actions driving your results. A golfer and pet-lover, Bob has a goal of taking his wife and 2 teenage boys whitewater rafting down West Virginia’s Gauley River & experiencing the 5 class V rapids before lunch. Connect with Bob!LinkedIn: https://www.linkedin.com/in/talentbob/Website: https://www.buildandperform.comOrganization Analysis and Design: https://www.oadllc.comCulture Partners: https://www.culture.ioCulture Partners - The Results Pyramid®- Building a Foundation for Culture Change Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Deb Gabor - Feelings and Branding
Here are the things to expect in this episode:Why is it important to manage your business as a brand?Brands create this condition called irrational loyalty. What does this mean?Is it easier to create irrational loyalty over a tangible product or over a service?And much more!About Deb Gabor:"Leading Expert" doesn't come close to describing Deb Gabor's passion for brands. More accurate? Brand Guru. Brand Impresario. Brand Evangelist. She's written the book on branding (twice!) with bestsellers Branding is Sex and Irrational Loyalty. She's the founder and CEO of Sol Marketing, a strategy-led marketing firm obsessed with solving major business and branding problems for clients in every industry. Companies throughout the world use Deb’s Brand Values Pyramid, Ideal Customer Archetype, and “Brand Swagger Questions” to align their teams and articulate their brands to audiences.Deb and her team at Sol Marketing have introduced her revolutionary brand strategy for organizations ranging from international household names like Allrecipes, The Associated Press, Dell, Microsoft, NBC Universal, NPR, NTT Data, and Siemens, to exciting emerging brands like hint water and Indagare. Deb also lends her brand authority with frequent contributions and commentary to major news outlets such as Entrepreneur, Forbes, FORTUNE, Inc., MediaPost, New York Times, NPR, USA Today, Wall Street Journal, and The Washington Post. Business and marketing organizations regularly call on Deb as a keynote speaker and workshop leader, relying on her as an inspiration for executives to embrace the power of branding to create Marketing That Sells-Connect with Deb!Website: https://debgabor.com/Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Verne Harnish - The Potential of Pricing
Here are the things to expect in this episode:What makes pricing the most critical component in growing your business?What is the demand-based pricing model?Pricing strategies that generate the revenue.And much more!About Verne Harnish: Verne Harnish is founder of the world-renowned Entrepreneurs’ Organization (EO), with over 16,000 members worldwide, and chaired for fifteen years EO’s premiere CEO program held at MIT, a program in which he still teaches today.Founder and CEO of Scaling Up, a global executive education and coaching company with over 200 partners on six continents, Verne has spent the past four decades helping companies scaleup.He’s the author of the bestseller Mastering the Rockefeller Habits; authored The Greatest Business Decisions of All Time, for which Jim Collins wrote the foreword; and wrote Scaling Up (Rockefeller Habits 2.0) which has been translated into 22 languages and has won eight major international book awards including the prestigious International Book Award for Best General Business book. His latest book, Scaling Up Compensation, rocketed to the #1 HR book on Amazon.Connect with Verne!Website: https://scalingup.com/Twitter: https://twitter.com/GazellesIncLinkedIn: http://www.linkedin.com/in/verneharnishFacebook: https://www.facebook.com/gazellesincYouTube: https://www.youtube.com/user/GazellesTVConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Joe Valley - Exit Planning for ECommerce
Here are the things to expect in this episode:How is an online business exit different from a brick-and-mortar exit?What does it mean by choosing the right pain in business?What is "owner benefit"?What do buyers focus on before investing in a business?The value of hiring a good ecommerce bookkeeper.And more! About Joe Valley: After building, buying, or selling a 1⁄2 dozen of his own companies, Joe Valley helped build Quiet Light Brokerage, one of the leading online-focused M&A Advisory firms in the world. Now, after facilitating over 1⁄2 billion in exits, Joe has written the bestselling book The EXITpreneur’s Playbook - to help online business owners get the maximum value and best deal structure when they seek their own incredible exit. Connect with Joe!EXITpreneur: https://exitpreneur.io/Quiet Light Brokerage: https://quietlight.com/Facebook: https://www.facebook.com/exitpreneursplaybookLinkedIn: https://www.linkedin.com/in/joe-valley-833ba48/Twitter: https://twitter.com/TheJoeValley Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
John Yankanich - Building a Sales Structure for Superior Results
Here are the things to expect in this episode:The difference in sales between large and small businesses.What’s the purpose of having someone travel with your salesperson?The value of having a pipeline tracking system and an incentive scheme.What are the ten reasons why there may be little to no sales growth?And much more!About John Yankanich:John is a passionate and driven business leader with 30 years of sales and sales leadership experience working in industries as diverse as healthcare and construction and for Fortune 500 companies to small businesses. As a fractional sales leader, he is committed to founders and CEOs of small and mid-size businesses to help achieve their aspirations by accelerating sales growth. He will help you develop your sales strategy, establish sales processes, hire and build a great sales team, lead the execution and drive results. In addition to the wisdom he gained during his corporate career, he utilizes the tenacity, discipline and grit he developed as a Penn State wrestler to help you achieve your goals.Connect with John!LinkedIn: https://www.linkedin.com/in/johnyankanich/Website: https://salesxceleration.bullseyelocations.com/salesxceleration/philadelphia/pa/john-yankanich-philadelphia-pa-30149965Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Theresa Hummel-Krallinger - Creating a Place Where People Want to Work
Here are the things to expect in this episode:What are the elements of a good culture?What does a good culture look like in a hybrid and virtual environment?People most often leave managers, not companies.Good culture is a mindfulness practice. What does this mean?And more!About Therese Hummel-Krallinger:Theresa Hummel-Krallinger is an Emmy Award-winning comedian, a well-respected leadership and organizational culture consultant. She is the Past President of the Greater Philadelphia Chapter of the Association for Talent Development and is the Past President for a local Toastmasters club. For 17 years she served on the non-credit faculty at Temple University. She won two Emmy’s for her work on the PBS talk show, “Counter Culture.”Connect with Theresa!Website: https://www.highfiveperformance.com/LinkedIn: https://www.linkedin.com/in/tkrallinger/Facebook: https://www.facebook.com/theresahkcomedyConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Stacy Whaley - Organizational Culture
Here are the things to expect in this episode:What does workplace culture mean in an organization?A company is never too small to develop a culture.What is the ideal approach to dealing with conflict?What are some of the common pain points that organizations are currently struggling with right now?And much more! About Stacy Whaley:Stacy Whaley, Founder and Chief Coaching Officer of Fire Up & Lead, is PASSIONATE about partnering with executives and entrepreneurs to gain clarity on their vision, design organizational culture standards, and develop strategies that further business goals. By eliminating overwhelm, gaining traction, and creating clear objectives, Stacy thrives on building the confidence levels of her clients while implementing realistic boundaries and expectations. She knows the importance of building commitment among employees, ensuring all team members are aligned with goals, and understands how to create plans for adaptation in today’s business environment. Stacy and her family—including five boys and two grandchildren—live in Northwestern Wisconsin. With the power of technology, Stacy works with both local and national clients and truly enjoys seeing their SUCCESS. Connect with Stacy!LinkedIn: https://www.linkedin.com/in/stacy-m-whaley-42171011/Facebook Group:https://www.facebook.com/fireupandlead/Fire Up & Lead LinkedIn: https://www.linkedin.com/company/fire-up-lead-llc/Instagram: https://www.instagram.com/fireupandlead/TikTok: https://www.tiktok.com/@stacyisfiredupConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Pete Walsh - Leadership and the Family Exit
Here are the things to expect in this episode:Creating a culture that is engaging and rewarding for people.A mistake business owners often make when it comes to exit planning.The importance of practicing to improve and strengthen leadership skills.The value of giving and receiving feedback.What is deliberate practice?And much more! About Pete Walsh:Coach Pete Walsh has been coaching business owners and their teams for over 20 years! He is the author of two books – Coach to Win the Leadership Game and The Family Business Playbook. He’s been an entrepreneur his whole life and is passionate about helping leaders create engaged, loyal, and accountable business teams. The cornerstone of his work uses the same proven principles used by world-class athletes and performers. Success is not as much about TALENT as it is about something Coach Pete calls DELIBERATE PRACTICE. Today he’ll share with us how to he teaches business owners and their teams how to practice, coach, and develop a “coaching mindset” to win in today’s extremely competitive and demanding world of building winning business teams. Coach Pete lives in Arizona with his wife of 35 years and enjoys playing golf, traveling and occasionally trying to coach his 30-year-old adult children. He loves employing what he calls just the right combination of tough love, humor, and compassion to help his clients succeed. Connect with Pete!Website: https://familybusinessperformance.com/Twitter: https://twitter.com/familybizcoachLinkedIn: https://www.linkedin.com/in/pete-walsh/The Family Business Playbook: https://familybusinessperformance.com/family-business-playbook/Family Business Performance Center: https://www.facebook.com/familybusinessperformancecenter/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Ashley Owens - How to Use Networking to Grow Your Group of Champions
Here are the things to expect in this episode:Ashley talks about her course on networking.How has the pandemic changed networking?"Networking with intention." What does this mean?"Introverts are better networkers than extroverts." How so?The value of understanding different personality types.And more! About Ashley Owens:Ashley Owens is the first and only Networking Concierge that puts you in the right situation or gets you out of the wrong one. As a networking concierge, she trains, coaches, and speaks on becoming an authority at generating revenue by networking with intention. Ashley is a TV host of three digital TV talk shows on RVNTV, This is it TV, and Closers Coffee, speaking and interviewing entrepreneurs and business owners on the topic of tactical networking and best business practices.She has taken hundreds of introductory meetings with business professionals looking to grow their network and has given over 2000 introductions. She has spoken to over 300 networking groups, organizations, companies, and conferences while teaching personal branding and advertising sales at Temple University. In addition to running her own business and being an adjunct professor, she is also the Director of Customer Success at FlowChat. Connect with Ashley!LinkedIn: https://www.linkedin.com/in/ashowens/Facebook: https://www.facebook.com/ashleyassists/Instagram: https://www.instagram.com/ashleyassists/How To Not Suck at Networking Course - https://bit.ly/2TiSxBQ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Shauna Wekherlien - How to Save Tax Dollars Using the Big Boy Strategies
Here are the things to expect in this episode:What is a strategic tax coach?What are some of the strategies that help legally minimize taxes?Is it possible to reduce taxes upon exit?And much more!About Shauna Wekherlien:Shauna A. Wekherlien, CPA, MTax, CTC, CTS is the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master’s Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Shauna is trained to lower your taxes to the bare legal minimum and is in the top 1% of Tax Strategists in the country. Shauna is the author of Starting Your Own Business: Do it Right from the Start, Lower Your Taxes, Protect Your Income, and Enjoy Your life; she is a speaker, investor, and a highly sought-after tax strategist whose reputation has been built on 20+ years of experience and implementing innovative tax solutions for business owners, entrepreneurs, and investors! To date, she has saved her clients over $423 million in taxes and counting! She has been featured in Forbes, Entrepreneur, and many others for her excellent work in her field.Connect with Shauna!Website: https://taxgoddess.com/ Youtube: https://www.youtube.com/channel/UCyaKEndOmUohZ-Rpre2_law Facebook Page: https://www.facebook.com/thetaxgoddess Instagram: https://www.instagram.com/thetaxgoddess/ TikTok: @taxgoddessConnect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Dawn Manske - Where For-profit Makes Impact (Part 2)
Here are the things to expect in this episode:Understanding social enterprise through a pair of pants.There's a way that you can have a business and be socially responsible.Providing dignified employment for survivors of sex trafficking.And many more! About Dawn Manske:I am a St. Louis native but have had the chance to live in other parts of the world. During 10 years of living in China and visiting orphanages full of little girls, I saw for myself how “devaluation of the girl child” impacts not only the abandoned girls, but also the boys and families of an entire country. I also learned about the horrors of trafficking after getting to know children and teens that had been victims of human trafficking.Back in the States, the concept of social enterprises, and the desire to help provide job training and life skills for women rescued from sex trafficking converged in my mind with numerous compliments about my favorite international pants, and the result is Made for Freedom.Made for Freedom is building a lifestyle brand as a social enterprise that provides life-changing education for women rescued from sex trafficking with proceeds from its ultra-comfortable, bohemian chic pants. Connect with Dawn! Made for Freedom: https://madeforfreedom.comFacebook: https://www.facebook.com/dawn.m.manskeInstagram: https://www.instagram.com/madeforfreedomfoundation/Twitter: https://twitter.com/dawn_manskeLinkedIn: https://www.linkedin.com/in/dawnmanske/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Chelsea Kim - How Kindness and Inclusivity are Driving Today's Business (Part 2)
Here are the things to expect in this episode:The challenges of being a woman in a male-dominated industry.How can more women get into leadership roles in the tech and fintech industries?Having diversity of thought makes companies successful.The impact of incorporating kindness in building a business.And many more! About Chelsea Kim:Today’s guest, Chelsea Kim, is the Co-Founder and Head of Operations and Community at BELLA, a lifestyle brand with the first conversational bank 100% powered by love. BELLA is challenging the status quo and building their Karma Army by focusing on kindness, love, inclusivity, and equality while putting community and connection first. With years of experience helping to build startups in Silicon Valley, Chelsea is bringing her expertise to banking and creating a positive impact for their community and the world at large. Connect with Chelsea! Website: https://www.bellaloves.me/Facebook: https://www.facebook.com/BELLA-104526701446066Instagram: https://www.instagram.com/bellaloves.me/LinkedIn: https://www.linkedin.com/in/chelsea-k-9142887/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Denise Brosseau - Thought Leadership and Growing Your Business (Part 2)
Here are the things to expect in this episode:What holds people back from becoming thought leaders? How can they overcome that?What is the difference between individual and organizational thought leadership?Sooner or later, you will exit your business. It’s an important part of the journey!The value of thought leadership conversations in reinventing yourself and your brand.And much more!About Denise Brosseau:Denise is an award-winning author, thought leadership consultant, and keynote speaker with a long track record of results with an international clientele including executives at Zoom, SAP, Roche, and AllBirds. She is the CEO of Thought Leadership Lab and an Adjunct Professor at Stanford Business School. Denise is also a best-selling author of Ready to Be a Thought Leader? (Wiley/Jossey-Bass) and has been featured in Fast Company, Forbes, Inc. Magazine, NPR, and the New York Times. She is a frequent keynote and seminar speaker at companies like Intel, Google, and Microsoft; leadership conferences including the Indiana and California Governor's Conferences; and college campuses, including Wellesley, Berkeley, and Stanford Business School. A serial entrepreneur, Denise is the co-founder of the prestigious women's start-up launchpad Springboard Enterprises (which has helped women entrepreneurs receive over $10 billion in funding for their businesses), the Forum for Women Entrepreneurs (now Watermark), Invent Your Future Enterprises and the Invent Your Future Conference for Women. Learn more about this inspiring leader at www.thoughtleadershiplab.com. Connect with Denise! Website: https://thoughtleadershiplab.com/Twitter: https://twitter.com/thoughtleadrlabLinkedIn: https://www.linkedin.com/in/denisebrosseau/ Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Reggie Holmes - Is Branding Important for Every Business? (Part 2)
Here are the things to expect in this episode:Understanding what your customers want from your product and brand.Branding is all about trust and living up to the expectations of your customers.What is a brand's purpose?And much more! About Reggie Holmes:Reggie Holmes is Owner and Creative Director of Enthuse Creative. A lifelong creative thinker, Reggie was doing graphic design before he knew there was such a thing.I am “a thinking man’s designer” who partners with diverse clients to provide a range of creative services that advance their business or organization goals. I love to engage with people and problems, and I embrace opportunities to develop creative solutions to help others meet their goals. Connect with Reggie!Website: https://www.enthusecreative.com/LinkedIn: https://www.linkedin.com/in/reggieholmes1 Connect with Christine!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: https://www.linkedin.com/in/christine-trumbull/
Edwin Dearborn - The Ten Core Principles of Business Growth (Part 2)
About our guest today:Edwin is on a mission to help practice owners and ambitious business professionals attract their ideal clientele through proven referral, social, and influencer strategies. Edwin has written three books on the topics of branding, social media strategies and influencer marketing. His latest book, Referology, details proven methods to exponentially grow one’s best clientele source referrals.For a copy of Edwins' 10 Core Principles and other free stuff, click here: https://bit.ly/3rPndJi Learn more and connect with Edwin:Email: [email protected] with Christine Trumbull!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: www.linkedin.com/in/christine-trumbull
Sandra Yancey - What Does it Take to Build a Multi-Million Dollar Business? (Part 2)
In this episode:Christine and Sandra as they talk about seeking clarity, committing to your business, and finding work/life balance. About our Guest:Sandra Yancey is the CEO and Founder of eWomenNetwork. Her company is a multimillion-dollar enterprise with over 500,000 women connected through 118 chapters spread across North America, Australia and the United Kingdom.eWomenNetwork produces over 1,500 women’s business events each year and the largest multi-day International Women’s Business Conference of its kind in North America annually.In addition to authoring 6 best-selling books on business, Sandra is an award-winning entrepreneur and is recognized by the International Alliance for Women as one of the world’s 100 Top Difference Makers and by CNN as an American Hero. Connect with Sandra:SandraYancey.comFacebookLinkedInTwitterInstagramPinterestYouTube Connect with Christine Trumbull!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: www.linkedin.com/in/christine-trumbull
Scott Snider - What is Exit Planning and Value Acceleration (Part 2)
In this episode:Scott is back to continue the conversation on exit planning and how using the Value Acceleration Methodology will give you the strong foundation you need to leave on your terms. Scott breaks down the 3 pillars: Discover Prepare Decide and shares how they will help you align your personal and business goals. Planning now for your exit prepares you for your future. About our Guest:Scott Snider is a nationally recognized industry leader, and growth specialist. He serves as President of the Exit Planning Institute (EPI), and Operating Partner of Snider Premier Growth. In 2018, Snider released his first book, Fishing for Value: A Short Story of Succession Planning, Business Growth, and Exit, available on Amazon. Connect with Scott:LinkedInTwitterInstagramExit Planning Institute:EPS LinkedInEPS Facebook Connect with Christine TrumbullWebsite: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: www.linkedin.com/in/christine-trumbull
Dawn Manske - Where For-Profit Makes Impact
Her 10 years of living in CHINA and visiting orphanages full of little girls, taught her about the horrors of trafficking, after getting to know children and teens that had been victims of human trafficking. Dawn Manske's dream to help rescue and restore trafficked people started with a pair of pants! She said “If there is any way I can help girls like this by selling pants, I will sell pants.”. This increased her understanding of using solid, ethical business practices to create systemic social change. That pledge marked the beginning of Made of Freedom. Connect with Dawn:WebsiteLinkedInFacebookInstagram Connect with Christine Trumbull!Website: https://www.pinnacleexitgroup.comFacebook: https://www.facebook.com/christine.trumbull.31LinkedIn: www.linkedin.com/in/christine-trumbull