ExitReadiness®️ PODCAST

ExitReadiness®️ PODCASThttps://ennislp.com
Hosted by Pat Ennis, CExP™ and Walter Deyhle, CPA, CExP™, CEPA of ENNIS Legacy Partners, each episode features candid conversations with subject-matter experts across M&A, finance, law, leadership, and personal planning — giving you the practical insights you need to build a sellable business and exit on your own terms and conditions.

Topics include building transferable value, exit route options, buy-sell agreements, tax planning, business continuity, management development, and what life after the exit actually looks like. Whether you're 10 years out or 10 months out, there's something here for you.

Subscribe wherever you listen — and visit exitreadiness.com to take your free ExitReadiness® DIY™ Assessment.]]>enBusinessENNIS Legacy Partnershttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/5562b954af65c3ea9f0ddf543ab50528.jpgExitReadiness®️ PODCASThttps://ennislp.comThu, 09 Jul 2026 19:20:09 +0000ENNIS Legacy PartnersPat Ennis, CExP™pat@ennislp.comWe want to help business owners build a transferable business and exit on their own terms and conditions.
Hosted by Pat Ennis, CExP™ and Walter Deyhle, CPA, CExP™, CEPA of ENNIS Legacy Partners, each episode features candid conversations with subject-matter experts across M&A, finance, law, leadership, and personal planning — giving you the practical insights you need to build a sellable business and exit on your own terms and conditions.

Topics include building transferable value, exit route options, buy-sell agreements, tax planning, business continuity, management development, and what life after the exit actually looks like. Whether you're 10 years out or 10 months out, there's something here for you.

Subscribe wherever you listen — and visit exitreadiness.com to take your free ExitReadiness® DIY™ Assessment.]]>falseepisodicRisk Management: Identifying and Insuring Key Employees Ft. Mark Gagehttps://www.spreaker.com/episode/risk-management-identifying-and-insuring-key-employees-ft-mark-gage--72693467
In This Episode, We Discuss:

What defines a "key employee" from a risk management perspective
How to identify the employees whose loss would create the greatest disruption
Why many business owners underestimate key employee risk
The financial and operational consequences of losing a key employee
How Key Person Insurance works and when it should be considered
Determining the appropriate amount of insurance coverage
Common misconceptions surrounding Key Person Insurance
How buyers evaluate key employee risk during due diligence
Strategies for reducing dependency on critical employees
Why protecting key employees is an important component of exit planning

What defines a "key employee" from a risk management perspective
How to identify the employees whose loss would create the greatest disruption
Why many business owners underestimate key employee risk
The financial and operational consequences of losing a key employee
How Key Person Insurance works and when it should be considered
Determining the appropriate amount of insurance coverage
Common misconceptions surrounding Key Person Insurance
How buyers evaluate key employee risk during due diligence
Strategies for reducing dependency on critical employees
Why protecting key employees is an important component of exit planning

Guest:Mark Gage, CLU
Vice President | Northeast BrokerageMark has worked in the insurance industry for more than 30 years and specializes in succession planning, estate planning, life insurance contract analysis, and impaired risk underwriting. A Certified Life Underwriter through The American College, Mark works with insurance professionals and their clients to identify appropriate life, disability, and long-term care insurance solutions while representing more than 30 insurance carriers.Connect with Mark: https://www.linkedin.com/in/mark-gage-clu-a48b7a7/ ─────────────────────────────────────────
Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com.

Learn more about working with Pat and Walter at ennislp.com
─────────────────────────────────────────
Trying to build your exit plan yourself?ExitReadiness® DIY™ provides a proven framework with tools, assessments, and educational resources designed to help business owners make better decisions and create more options for the future. And when judgment and experience matter most, credentialed exit planning professionals are available to help.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal,...]]>1756falsefullSelling in Stealth Mode: How to Market Your Business Without Alerting Customers, Vendors, or Employees Ft. Gregory Kovskyhttps://www.spreaker.com/episode/selling-in-stealth-mode-how-to-market-your-business-without-alerting-customers-vendors-or-employees-ft-gregory-kovsky--72443735Most business owners understand the importance of confidentiality during a sale process. What many do not fully appreciate is just how fragile that confidentiality can be once the business is taken to market.

A single conversation, unusual document request, or shift in behavior can create concern among employees, uncertainty among customers, and speculation among vendors or competitors. And once uncertainty enters the picture, business value can begin eroding long before a transaction ever closes. In this episode, Greg Kovsky joins Pat Ennis and Walter Deyhle to discuss how business owners can explore a sale while protecting the relationships and stability that make their company valuable in the first place. Drawing on more than three decades of M&A experience and over 300 completed transactions, Greg shares practical insights into confidentiality, buyer screening, information control, and the realities of taking a business to market without creating unnecessary disruption. Whether you're considering a sale in the near future or simply want to understand how the process works, this conversation provides valuable perspective on preserving trust, protecting value, and maintaining leverage throughout the transaction process. In This Episode, We Discuss:
What "selling in stealth mode" actually means in practice
Why confidentiality is critical to preserving business value
Common mistakes that unintentionally expose a sale process
How experienced advisors screen potential buyers
The role and limitations of non-disclosure agreements (NDAs)
When employees, customers, and vendors should be informed
How to protect key relationships during due diligence
What a well-managed confidential sale process looks like
Practical advice for owners considering a future sale
Guest Gregory Kovsky
President & CEO, International Business Associates (IBA) Greg is President & CEO of International Business Associates, the Pacific Northwest's oldest and largest business brokerage firm. With more than 30 years of experience as an M&A intermediary, he has facilitated over 300 transactions involving privately held companies and family businesses across multiple industries, typically ranging from $1 million to $30 million in enterprise value. He is also a published author, seminar speaker, and advocate for entrepreneurship. Connect with Greg (Insert website and contact information)
─────────────────────────────────────────
Trying to build your exit plan yourself? ExitReadiness® DIY™ provides a proven framework, AI-powered tools, assessments, and practical guidance to help you increase business value, prepare for a future transition, and make more informed decisions. When you need additional expertise, credentialed exit planning professionals are available to help you navigate the issues that matter most. Check it out at exitreadiness.com.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/72443735Wed, 10 Jun 2026 13:00:03 +0000ENNIS Legacy PartnersMost business owners understand the importance of confidentiality during a sale process. What many do not fully appreciate is just how fragile that confidentiality can be once the business is taken to market. A single conversation, unusual document...Most business owners understand the importance of confidentiality during a sale process. What many do not fully appreciate is just how fragile that confidentiality can be once the business is taken to market.

A single conversation, unusual document request, or shift in behavior can create concern among employees, uncertainty among customers, and speculation among vendors or competitors. And once uncertainty enters the picture, business value can begin eroding long before a transaction ever closes. In this episode, Greg Kovsky joins Pat Ennis and Walter Deyhle to discuss how business owners can explore a sale while protecting the relationships and stability that make their company valuable in the first place. Drawing on more than three decades of M&A experience and over 300 completed transactions, Greg shares practical insights into confidentiality, buyer screening, information control, and the realities of taking a business to market without creating unnecessary disruption. Whether you're considering a sale in the near future or simply want to understand how the process works, this conversation provides valuable perspective on preserving trust, protecting value, and maintaining leverage throughout the transaction process. In This Episode, We Discuss:
What "selling in stealth mode" actually means in practice
Why confidentiality is critical to preserving business value
Common mistakes that unintentionally expose a sale process
How experienced advisors screen potential buyers
The role and limitations of non-disclosure agreements (NDAs)
When employees, customers, and vendors should be informed
How to protect key relationships during due diligence
What a well-managed confidential sale process looks like
Practical advice for owners considering a future sale
Guest Gregory Kovsky
President & CEO, International Business Associates (IBA) Greg is President & CEO of International Business Associates, the Pacific Northwest's oldest and largest business brokerage firm. With more than 30 years of experience as an M&A intermediary, he has facilitated over 300 transactions involving privately held companies and family businesses across multiple industries, typically ranging from $1 million to $30 million in enterprise value. He is also a published author, seminar speaker, and advocate for entrepreneurship. Connect with Greg (Insert website and contact information)
─────────────────────────────────────────
Trying to build your exit plan yourself? ExitReadiness® DIY™ provides a proven framework, AI-powered tools, assessments, and practical guidance to help you increase business value, prepare for a future transition, and make more informed decisions. When you need additional expertise, credentialed exit planning professionals are available to help you navigate the issues that matter most. Check it out at exitreadiness.com.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific...]]>1839falsefullThree Actions to Become Less Central to Your Business Ft. Laurie Barkmanhttps://www.spreaker.com/episode/three-actions-to-become-less-central-to-your-business-ft-laurie-barkman--72091616
Why owner dependency reduces transferable business value
The hidden risks of being central to every decision and relationship
How leadership teams gain confidence and accountability
Practical ways to create operational independence
Why scalable businesses create greater freedom and optionality for owners
The connection between self-sustaining companies and stronger exit outcomes
Guest: Laurie Barkman — Growth Strategist, Certified Exit Planner, M&A Advisor, Author, and Founder of The Business Transition Sherpa® Laurie helps engineering, architecture, and design services firm owners build scalable, self-running businesses that create more time, freedom, and long-term value. She is the author of The Business Transition Handbook and host of the award-winning Succession Stories podcast. Connect with Laurie:
Website: Laurie Barkman Website
Book: The Business Transition Handbook
Successor Assessment: Successor Assessment Survey
LinkedIn: Laurie Barkman on LinkedIn
YouTube: Laurie Barkman YouTube Channel ─────────────────────────────────────────
Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at ExitReadiness® DIY™ Learn more about working with Pat and Walter at ENNIS Legacy Partners Connect with Pat: Pat Ennis LinkedIn Connect with Walter: Walter Deyhle LinkedIn
───────────────────────────────────────── DISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/72091616Thu, 21 May 2026 13:00:03 +0000ENNIS Legacy PartnersMost business owners know their company depends heavily on them. Fewer understand how much that dependency impacts transferable value, scalability, leadership continuity, and long-term optionality. In this episode, Laurie Barkman joins Pat Ennis and...
Why owner dependency reduces transferable business value
The hidden risks of being central to every decision and relationship
How leadership teams gain confidence and accountability
Practical ways to create operational independence
Why scalable businesses create greater freedom and optionality for owners
The connection between self-sustaining companies and stronger exit outcomes
Guest: Laurie Barkman — Growth Strategist, Certified Exit Planner, M&A Advisor, Author, and Founder of The Business Transition Sherpa® Laurie helps engineering, architecture, and design services firm owners build scalable, self-running businesses that create more time, freedom, and long-term value. She is the author of The Business Transition Handbook and host of the award-winning Succession Stories podcast. Connect with Laurie:
Website: Laurie Barkman Website
Book: The Business Transition Handbook
Successor Assessment: Successor Assessment Survey
LinkedIn: Laurie Barkman on LinkedIn
YouTube: Laurie Barkman YouTube Channel ─────────────────────────────────────────
Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at ExitReadiness® DIY™ Learn more about working with Pat and Walter at ENNIS Legacy Partners Connect with Pat: Pat Ennis LinkedIn Connect with Walter: Walter Deyhle LinkedIn
───────────────────────────────────────── DISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat:...]]>1898falsefullHow AI Impacts What Your Business is Worth Ft. Janet Waringhttps://www.spreaker.com/episode/how-ai-impacts-what-your-business-is-worth-ft-janet-waring--71998998Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com Learn more about working with Pat and Walter: ennislp.com You can also access free exit-related assessments and educational resources at ennislp.com. ─────────────────────────────────────────

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/71998998Thu, 14 May 2026 10:00:03 +0000ENNIS Legacy PartnersAI is quickly moving beyond experimentation and becoming part of how buyers evaluate operational maturity, scalability, and future growth potential. But not every use of AI increases business value. In many cases, owners are implementing tools without...Ready to assess your own exit readiness? Take the free ExitReadiness® DIY™ Assessment at exitreadiness.com Learn more about working with Pat and Walter: ennislp.com You can also access free exit-related assessments and educational resources at ennislp.com. ─────────────────────────────────────────

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1762falsefullThe Role AI Can Play in Sensitive Partner Negotiations Ft. David Gagehttps://www.spreaker.com/episode/the-role-ai-can-play-in-sensitive-partner-negotiations-ft-david-gage--71796386
Guest: David Gage, Ph.D. — Founder, BMC Associates | Author, The Partnership Charter | Founder, The Partnership Charter Institute Connect with David: bmcassociates.com

Learn more about our ExitReadiness® DIY™ platform at exitreadiness.com.

DISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation. Two things to confirm before publishing: air date and duration. Also worth noting — this is a returning guest and an alliance partner, so you may want to reference the Partnership Charter platform subscription your firm uses in the show notes or episode description if you haven't already done so in prior David Gage episodes.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/71796386Fri, 01 May 2026 13:00:03 +0000ENNIS Legacy PartnersBusiness partnerships are at the center of many of the most complex exit planning decisions an owner will face — whether navigating a sale to key employees, a family transfer, or simply trying to keep a co-ownership relationship healthy enough to...
Guest: David Gage, Ph.D. — Founder, BMC Associates | Author, The Partnership Charter | Founder, The Partnership Charter Institute Connect with David: bmcassociates.com

Learn more about our ExitReadiness® DIY™ platform at exitreadiness.com.

DISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation. Two things to confirm before publishing: air date and duration. Also worth noting — this is a returning guest and an alliance partner, so you may want to reference the Partnership Charter platform subscription your firm uses in the show notes or episode description if you haven't already done so in prior David Gage episodes.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2488falsefullNEXT ACT Series: Life After the Business Ft. David Younghttps://www.spreaker.com/episode/next-act-series-life-after-the-business-ft-david-young--71574393
This episode is part of the ExitReadiness® NEXT ACT Series, a dedicated series on planning for life after the business. David Young, Founder and Managing Member of David K. Young Consulting, LLC, brings more than five decades of business leadership and over 40 years in employee benefits and retirement planning to this deeply personal conversation. A Certified Employee Benefit Specialist (CEBS) through the Wharton School and IFEBP, and a Texas-based nationally recognized retirement plan consultant, David also brings a rich life outside of work — including Civil Air Patrol leadership and humanitarian aviation serving veterans and underserved communities near the Texas-Mexico border.

He is precisely the kind of guest who can speak authentically to what a purposeful next act looks like, and how to begin building it before you exit. Pat and Joe Markovitch explore with David what owners need to think about — and do — now, so that the business exit they've worked toward becomes the launching pad for a fulfilling chapter, not a loss they weren't prepared for.

Guest: David Young, MPA, CEBS — Founder & Managing Member, David K. Young Consulting, LLC Connect with David: dkyoung.com

Conversations that move you closer to a regret-proof exit.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/71574393Thu, 23 Apr 2026 13:00:02 +0000ENNIS Legacy PartnersThe statistics are sobering: 75% of business owners report being unhappy within one year of exiting their business. For owners who have spent decades finding purpose, identity, and meaning in their work — serving employees, customers, and their...
This episode is part of the ExitReadiness® NEXT ACT Series, a dedicated series on planning for life after the business. David Young, Founder and Managing Member of David K. Young Consulting, LLC, brings more than five decades of business leadership and over 40 years in employee benefits and retirement planning to this deeply personal conversation. A Certified Employee Benefit Specialist (CEBS) through the Wharton School and IFEBP, and a Texas-based nationally recognized retirement plan consultant, David also brings a rich life outside of work — including Civil Air Patrol leadership and humanitarian aviation serving veterans and underserved communities near the Texas-Mexico border.

He is precisely the kind of guest who can speak authentically to what a purposeful next act looks like, and how to begin building it before you exit. Pat and Joe Markovitch explore with David what owners need to think about — and do — now, so that the business exit they've worked toward becomes the launching pad for a fulfilling chapter, not a loss they weren't prepared for.

Guest: David Young, MPA, CEBS — Founder & Managing Member, David K. Young Consulting, LLC Connect with David: dkyoung.com

Conversations that move you closer to a regret-proof exit.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2182falsefullThe Benefits of an ESOP in a Family Business Ft. Kelly Finnellhttps://www.spreaker.com/episode/the-benefits-of-an-esop-in-a-family-business-ft-kelly-finnell--71355176
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/71355176Thu, 16 Apr 2026 13:00:02 +0000ENNIS Legacy PartnersFor many family business owners, the succession question is more complicated than it looks — especially when some family members want to stay involved, others don't, or there's simply no heir apparent willing or able to take the reins. An Employee...
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2126corbymegorden,ennislegacypartners,esop,exitreadiness,kellyfinnell,patennis,podcast,walterdeyhlefalsefullA Tax Smart Exit Ft. Ed Cotneyhttps://www.spreaker.com/episode/a-tax-smart-exit-ft-ed-cotney--70958210
Why tax planning is a pre-sale strategy, not a year-of-sale exercise
Common structural mistakes that reduce after-tax proceeds
How different exit paths (sale, ESOP, transfer) impact tax outcomes
What owners should be doing now to preserve flexibility later
Guest: Ed Cotney, Tax Attorney
Connect with guest: https://www.linkedin.com/in/edward-cotney-14552412/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/70958210Wed, 01 Apr 2026 10:00:02 +0000ENNIS Legacy PartnersMost owners focus on growing value but give far less attention to how that value will ultimately be taxed. The result is often a successful sale that delivers far less than expected. In this episode, tax attorney Ed Cotney joins Pat and Walter to walk...
Why tax planning is a pre-sale strategy, not a year-of-sale exercise
Common structural mistakes that reduce after-tax proceeds
How different exit paths (sale, ESOP, transfer) impact tax outcomes
What owners should be doing now to preserve flexibility later
Guest: Ed Cotney, Tax Attorney
Connect with guest: https://www.linkedin.com/in/edward-cotney-14552412/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2021ataxsmartexit,edcotney,ennislegacypartners,exitplanning,exitreadiness,patennis,taxplanning,taxsmart,walterdeyhlefalsefullA Successful ESOP Story Ft. Tim Rettighttps://www.spreaker.com/episode/a-successful-esop-story-ft-tim-rettig--70601595
What makes a company a strong ESOP candidate
The cultural and leadership implications of employee ownership
Tradeoffs between ESOPs and third-party sales
Lessons learned from completing and living through the transition

Connect with guest Tim Retting: https://www.linkedin.com/in/timrettig/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/70601595Thu, 12 Mar 2026 13:00:02 +0000ENNIS Legacy PartnersESOPs are often discussed in theory, but far less often understood through lived experience. In this episode, Tim Rettig shares what it actually looks like to transition a business to employee ownership—and what it requires from the owner before,...
What makes a company a strong ESOP candidate
The cultural and leadership implications of employee ownership
Tradeoffs between ESOPs and third-party sales
Lessons learned from completing and living through the transition

Connect with guest Tim Retting: https://www.linkedin.com/in/timrettig/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2083ennislegacypartners,esop,esopsuccessstory,exitplanning,exitreadiness,patennis,timrettig,walterdeyhlefalsefullDue Diligence in M&A Transactions: Why First-Time Buyers Should Avoid Analysis Paralysis Ft. Michael Mercuriohttps://www.spreaker.com/episode/due-diligence-in-m-a-transactions-why-first-time-buyers-should-avoid-analysis-paralysis-ft-michael-mercurio--70286191
Guest: Michael N. Mercurio, Esq., Principal and Chair, Business Law & Transactions Practice Group, Offit Kurman
Connect with guest: offitkurman.com/michael-mercurio

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/70286191Thu, 26 Feb 2026 14:00:06 +0000ENNIS Legacy PartnersBuying a business for the first time is exciting — and overwhelming. The due diligence process can trigger analysis paralysis that kills deals that should close. In this episode, M&A attorney Michael Mercurio of Offit Kurman joins Pat and Walter...
Guest: Michael N. Mercurio, Esq., Principal and Chair, Business Law & Transactions Practice Group, Offit Kurman
Connect with guest: offitkurman.com/michael-mercurio

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1881analysisparalysis,duediligence,ennislegacypartners,exitplanning,exitreadiness,m&a,michaelmercurio,offitkurman,patennis,podcast,walterdeyhlefalsefullWhat Does a Fractional EOS Integrator Do? Ft. Dave Lokoshttps://www.spreaker.com/episode/what-does-a-fractional-eos-integrator-do-ft-dave-lokos--70138534
Guest: Dave Lokos, CEPA, CBEC, ExitWell Advisors
Connect with guest: linkedin.com/in/davelokos/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/70138534Thu, 19 Feb 2026 14:00:02 +0000ENNIS Legacy PartnersIf you're running on EOS® but struggling to execute, you may be missing the Integrator role — the person who translates the Visionary's vision into traction. Dave Lokos, CEPA, CBEC of ExitWell Advisors joins Pat and Walter to explain what a Fractional...
Guest: Dave Lokos, CEPA, CBEC, ExitWell Advisors
Connect with guest: linkedin.com/in/davelokos/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1705buildsellablevalue,davelokos,ennislegacypartners,eos,eosintegrator,exitreadiness,exitwell,patennis,walterdeyhlefalsefullAn Often Overlooked Risk in Funding Buy - Sell Agreements – Disability Buy Out Ft. Mark Gagehttps://www.spreaker.com/episode/an-often-overlooked-risk-in-funding-buy-sell-agreements-disability-buy-out-ft-mark-gage--69997520
Guest: Mark Gage [verify title and firm before publishing]
Connect with guest: https://www.linkedin.com/in/mark-gage-clu-a48b7a7/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/69997520Thu, 12 Feb 2026 14:00:02 +0000ENNIS Legacy PartnersMost business owners fund their buy-sell agreements with life insurance — but what happens when a partner becomes disabled rather than dying? In this episode, Mark Gage joins Pat and Walter to discuss disability buyout coverage: what it is, why it's...
Guest: Mark Gage [verify title and firm before publishing]
Connect with guest: https://www.linkedin.com/in/mark-gage-clu-a48b7a7/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1583businesscontinuity,buysellagreements,ennislegacypartners,exitplanning,exitreadiness,insurancefunding,markgage,patennis,walterdeyhlefalsefullUnlocking Tax Savings with Section 1202https://www.spreaker.com/episode/unlocking-tax-savings-with-section-1202--69655261

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/69655261Thu, 29 Jan 2026 11:00:10 +0000ENNIS Legacy PartnersSection 1202 of the tax code allows qualifying small business stockholders to exclude up to 100% of capital gains on the sale of their stock — one of the most powerful and underused tax tools available to business owners. In this episode, Pat and...

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>972ennislegacypartners,exitplanning,exitreadiness,patennis,section1202,taxplanning,walterdeyhlefalsefullAI & EXIT PLANNING Series: Initial Thoughts About AI and Exit Planning? Ft. John F. Dinihttps://www.spreaker.com/episode/ai-exit-planning-series-initial-thoughts-about-ai-and-exit-planning-ft-john-f-dini--69447660
Guest: John F. Dini, CExP, CEPA, CBEC, President, MPN Inc. | Founder, ExitMap®
Connect with guest: johnfdini.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/69447660Thu, 15 Jan 2026 17:00:08 +0000ENNIS Legacy PartnersAI is changing how advisors work and how business owners prepare for exit — but what does it mean specifically for the exit planning profession? John F. Dini, one of the nation's most recognized exit planning authorities and founder of ExitMap®, joins...
Guest: John F. Dini, CExP, CEPA, CBEC, President, MPN Inc. | Founder, ExitMap®
Connect with guest: johnfdini.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2380aiandexitplanning,exitmap,exitreadiness,johndini,patennis,walterdeyhlefalsefullBuilding a Cost Management System That Protects and Increases Business Value Ft. Duane Deasonhttps://www.spreaker.com/episode/building-a-cost-management-system-that-protects-and-increases-business-value-ft-duane-deason--69262533Growing revenue is only half the equation — businesses that can't control costs ultimately destroy the value they're working to build. Duane Deason, CPA, MBA, founder of The Efficacy Group and author of Operationally Svelte, joins Pat and Walter to explain why cost management is a transferable value driver, how most companies get it wrong, and what a proper Cost Management Center looks like inside a privately held business. A timely conversation for any owner thinking about what a buyer will see.

Guest: Duane Deason, CPA, MBA, Founder & President, The Efficacy Group | Author, Operationally Svelte
Connect with guest: efficacygroup.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/69262533Thu, 01 Jan 2026 14:00:08 +0000ENNIS Legacy PartnersGrowing revenue is only half the equation — businesses that can't control costs ultimately destroy the value they're working to build. Duane Deason, CPA, MBA, founder of The Efficacy Group and author of Operationally Svelte, joins Pat and Walter to...Growing revenue is only half the equation — businesses that can't control costs ultimately destroy the value they're working to build. Duane Deason, CPA, MBA, founder of The Efficacy Group and author of Operationally Svelte, joins Pat and Walter to explain why cost management is a transferable value driver, how most companies get it wrong, and what a proper Cost Management Center looks like inside a privately held business. A timely conversation for any owner thinking about what a buyer will see.

Guest: Duane Deason, CPA, MBA, Founder & President, The Efficacy Group | Author, Operationally Svelte
Connect with guest: efficacygroup.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1842buildvalue,corbymegorden,costmanagement,duanedeason,exitreadiness,financialmanagement,financialperformance,patennis,walterdeyhlefalsefullNEXT ACT Series: A Post-Exit Story Ft. Andrew Walenhttps://www.spreaker.com/episode/next-act-series-a-post-exit-story-ft-andrew-walen--68889224What happens after you sell? Andrew Walen built and exited multiple mental health companies — including The Body Image Therapy Center and DUDE Mental Health — before reinventing himself as the owner of School of Rock Pikesville. In this candid conversation, Andrew shares what the post-exit identity shift actually feels like, how he navigated the emotional side of leaving a business he'd built, and what he wishes he'd known before signing on the dotted line. A must-listen for any owner who wonders what comes next.

Guest: Andrew Walen, LCSW-C, Owner, School of Rock Pikesville | Founder, DUDE Mental Health
Connect with guest: linkedin.com/in/andrewwalen/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/68889224Fri, 05 Dec 2025 14:00:08 +0000ENNIS Legacy PartnersWhat happens after you sell? Andrew Walen built and exited multiple mental health companies — including The Body Image Therapy Center and DUDE Mental Health — before reinventing himself as the owner of School of Rock Pikesville. In this candid...What happens after you sell? Andrew Walen built and exited multiple mental health companies — including The Body Image Therapy Center and DUDE Mental Health — before reinventing himself as the owner of School of Rock Pikesville. In this candid conversation, Andrew shares what the post-exit identity shift actually feels like, how he navigated the emotional side of leaving a business he'd built, and what he wishes he'd known before signing on the dotted line. A must-listen for any owner who wonders what comes next.

Guest: Andrew Walen, LCSW-C, Owner, School of Rock Pikesville | Founder, DUDE Mental Health
Connect with guest: linkedin.com/in/andrewwalen/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2445andrewwalen,exitreadiness,exitreadinessnextact,joemarkovitch,lifeafterthebusiness,nextact,patennisfalsefullAI & EXIT PLANNING SERIES: De-Mystifying AI Ft. Nick Damoulakishttps://www.spreaker.com/episode/ai-exit-planning-series-de-mystifying-ai-ft-nick-damoulakis--68662348
Guest: Nick Damoulakis, CEO & President, Orases
Connect with guest: orases.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/68662348Fri, 21 Nov 2025 14:00:08 +0000ENNIS Legacy PartnersAI can feel overwhelming for business owners who didn't grow up in the tech world — but it doesn't have to be. Nick Damoulakis, CEO of Orases and a recognized thought leader in digital transformation, joins Pat and Walter to cut through the noise....
Guest: Nick Damoulakis, CEO & President, Orases
Connect with guest: orases.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2807aiandexitplanning,corbymegorden,demystifyingai,ennislegacypartners,exitreadiness,nickdamoulakis,orases,patennis,walterdeyhlefalsefullExit Like a Boss Ft. Dr. Craig Westhttps://www.spreaker.com/episode/exit-like-a-boss-ft-dr-craig-west--68543473
Guest: Dr. Craig West, DBA, CEPA, Founder & Chairman, Succession Plus | Founder, Capitaliz Connect with guest: linkedin.com/in/craigwest/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/68543473Thu, 13 Nov 2025 14:00:08 +0000ENNIS Legacy PartnersWhat does exit planning look like on a global scale — and what can American business owners learn from advisors in other markets? Dr. Craig West, founder of Succession Plus, Australia's largest exit planning firm, and creator of the acclaimed 21-step...
Guest: Dr. Craig West, DBA, CEPA, Founder & Chairman, Succession Plus | Founder, Capitaliz Connect with guest: linkedin.com/in/craigwest/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2073buildvalue,businessinsightsreport,capitaliz,corbymegorden,drcraigwest,ennislegacypartners,exitlikeaboss,exitplanning,exitreadiness,patennis,succession,walterdeyhlefalsefullRedesigning Life After the Business – Letting Go and Moving Forward Ft. Patti Julberhttps://www.spreaker.com/episode/redesigning-life-after-the-business-letting-go-and-moving-forward-ft-patti-julber--68343959
Guest: Patti Julber, Business Owner | Post-Exit Advisor
Connect with guest: linkedin.com/search/results/all/?keywords=Patti%20Julber

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/68343959Thu, 30 Oct 2025 13:00:08 +0000ENNIS Legacy PartnersSelling a business is one thing. Knowing what comes next — and actually moving forward — is another. Patti Julber spent 21 years building her business before deciding it was time to sell. In this candid conversation, Patti shares what the process of...
Guest: Patti Julber, Business Owner | Post-Exit Advisor
Connect with guest: linkedin.com/search/results/all/?keywords=Patti%20Julber

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2427ennislegacypartners,exitplanning,exitreadiness,exitreadinessnextact,joemarkovitch,lifeafterthebusiness,patennis,pattijulberfalsefullControlling Your Company’s Future Ft. Tim Van Mieghemhttps://www.spreaker.com/episode/controlling-your-company-s-future-ft-tim-van-mieghem--68155716
Guest: Tim Van Mieghem, CPA, Co-Founder & Partner, The ProAction Group | Operating Partner, The Peakstone Group
Connect with guest: linkedin.com/in/tim-van-mieghem-5ba91b/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/68155716Wed, 15 Oct 2025 21:00:08 +0000ENNIS Legacy PartnersMost business owners know they want to exit someday — but far fewer have taken the steps to ensure their company's future is actually in their control when that day comes. Tim Van Mieghem, co-founder of The ProAction Group and operating partner at The...
Guest: Tim Van Mieghem, CPA, Co-Founder & Partner, The ProAction Group | Operating Partner, The Peakstone Group
Connect with guest: linkedin.com/in/tim-van-mieghem-5ba91b/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2540corbymegorden,exitreadiness,patennis,privateequity,proactiongroup,shockingprofit,timvanmiegham,walterdeyhlefalsefullHow EOS Helped Me Sell My Business for Max Value Ft. Dave Lokoshttps://www.spreaker.com/episode/how-eos-helped-me-sell-my-business-for-max-value-ft-dave-lokos--67980908
Guest: Dave Lokos, CEPA, CBEC, ExitWell Advisors
Connect with guest: linkedin.com/in/davelokos/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/67980908Thu, 02 Oct 2025 13:00:07 +0000ENNIS Legacy PartnersRunning on EOS® didn't just make Dave Lokos's business more efficient — it made it more sellable. In this episode, Dave joins Pat and Walter to share his first-hand account of how implementing the Entrepreneurial Operating System transformed his...
Guest: Dave Lokos, CEPA, CBEC, ExitWell Advisors
Connect with guest: linkedin.com/in/davelokos/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2087buildvalue,davelokos,ennislegacypartners,eos,exitplanning,exitreadiness,exitwell,patennis,walterdeyhlefalsefullProtecting Personal Assets with the Right Insurance Coverage Ft. Bryan Aguirrehttps://www.spreaker.com/episode/protecting-personal-assets-with-the-right-insurance-coverage-ft-bryan-aguirre--67800702
Guest: Bryan Aguirre, SBCS, Partner, Capital Insurance Partners
Connect with guest: capitalinspartners.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/67800702Thu, 18 Sep 2025 00:00:08 +0000ENNIS Legacy PartnersBusiness owners spend years building value — but many are unknowingly exposed to risks that could wipe out personal assets when a claim or lawsuit hits at the wrong moment. Bryan Aguirre, Partner at Capital Insurance Partners and a recognized top...
Guest: Bryan Aguirre, SBCS, Partner, Capital Insurance Partners
Connect with guest: capitalinspartners.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1866bryanaguirre,capitalinsurancepartners,ennislegacypartners,exitreadiness,patennis,personalexitreadiness,protectingpersonalassets,walterdeyhlefalsefullUtilizing Donor Advised Funds and Private Foundations When Selling or Transferring a Business Ft. Lisa Hellerhttps://www.spreaker.com/episode/utilizing-donor-advised-funds-and-private-foundations-when-selling-or-transferring-a-business-ft-lisa-heller--67624309
Guest: Lisa Heller, CPA, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/lisa-heller-cpa/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/67624309Wed, 03 Sep 2025 22:00:08 +0000ENNIS Legacy PartnersFor business owners with charitable intent, the way you structure your exit can dramatically amplify — or diminish — your philanthropic impact. Lisa Heller, CPA, a nonprofit tax authority at GRF CPAs & Advisors with more than 25 years of...
Guest: Lisa Heller, CPA, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/lisa-heller-cpa/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2236businesssuccession,daf,donoradvisedfund,ennislegacypartners,exitplanning,exitreadiness,grfcpas,lisaheller,patennis,philanthropicplanning,privatefoundation,walterdeyhlefalsefullPeople Strategy for M&A Due Diligence and Integration Ft. Rachel Platthttps://www.spreaker.com/episode/people-strategy-for-m-a-due-diligence-and-integration-ft-rachel-platt--67448483
Guest: Rachel Platt, Founder & Principal, PLATTinum Consulting
Connect with guest: plattinumconsulting.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/67448483Wed, 20 Aug 2025 13:00:08 +0000ENNIS Legacy PartnersResearch consistently shows that the majority of M&A transactions fail — and the most common culprit isn't financials or legal issues, it's people. Rachel Platt, founder of PLATTinum Consulting and a veteran Chief Human Resources Officer with more...
Guest: Rachel Platt, Founder & Principal, PLATTinum Consulting
Connect with guest: plattinumconsulting.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2247businesssale,ennislegacypartners,exitplanning,exitreadiness,m&aintegration,patennis,plattinumconsulting,rachelplatt,walterdeyhlefalsefullBuilding a Transferable Business with Values-Based Leadership Ft. Sarah Goelitzhttps://www.spreaker.com/episode/building-a-transferable-business-with-values-based-leadership-ft-sarah-goelitz--67117369
Guest: Sarah Goelitz, Founder, Sarah Goelitz Consulting
Connect with guest: sarahgoelitz.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/67117369Wed, 30 Jul 2025 13:00:07 +0000ENNIS Legacy PartnersA business that depends entirely on its owner's personality and relationships isn't truly transferable — no matter how strong the financials look. Sarah Goelitz, leadership consultant and founder of Sarah Goelitz Consulting, joins Pat and Walter to...
Guest: Sarah Goelitz, Founder, Sarah Goelitz Consulting
Connect with guest: sarahgoelitz.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1710buildvalue,ennislegacypartners,exitplanning,exitreadiness,nextlevelmanagement,patennis,sarahgoelitz,valuesbasedleadership,walterdeyhlefalsefullWhat Investors Want: Building a Financial Discipline to Attract Capital ft. Jason Krugerhttps://www.spreaker.com/episode/what-investors-want-building-a-financial-discipline-to-attract-capital-ft-jason-kruger--66990045
Guest: Jason Kruger
Connect with guest: https://www.linkedin.com/in/jason-kruger-a0b159b/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/66990045Wed, 16 Jul 2025 13:00:08 +0000ENNIS Legacy PartnersWhether you're raising growth capital or preparing for an eventual exit, the financial discipline you build today determines the options you'll have tomorrow. In this episode, Pat and Walter dig into what sophisticated investors and acquirers actually...
Guest: Jason Kruger
Connect with guest: https://www.linkedin.com/in/jason-kruger-a0b159b/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2432attractcapital,buildvalue,exitreadiness,financialdiscipline,jasonkruger,patennis,preservevalue,walterdeyhlefalsefullWhat's Changing in Incentive Compensation? Ft. Elizabeth Mowerhttps://www.spreaker.com/episode/what-s-changing-in-incentive-compensation-ft-elizabeth-mower--66827092
Guest: Elizabeth Mower, Founder, entreVector | Former President, Business Enterprise Institute (BEI)
Connect with guest: linkedin.com/in/elizabethjmower/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/66827092Wed, 02 Jul 2025 13:00:08 +0000ENNIS Legacy PartnersIncentive compensation is one of the most powerful — and most misunderstood — tools a business owner has for retaining key employees, aligning performance, and building transferable value. Elizabeth Mower, former President of the Business Enterprise...
Guest: Elizabeth Mower, Founder, entreVector | Former President, Business Enterprise Institute (BEI)
Connect with guest: linkedin.com/in/elizabethjmower/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1959businesscontinuity,elizabethmower,ennislegacypartners,entrevector,exitplanning,exitreadiness,incentiveplanning,patennis,walterdeyhlefalsefullCustomer Feedback’s Impact on Exit Value Ft. Eli Portnoyhttps://www.spreaker.com/episode/customer-feedback-s-impact-on-exit-value-ft-eli-portnoy--66551428
Guest: Eli Portnoy, Co-Founder & CEO, BackEngine | Harvard Business School Executive Fellow Connect with guest: linkedin.com/in/eliportnoy

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/66551428Wed, 18 Jun 2025 13:00:08 +0000ENNIS Legacy PartnersCustomer concentration and customer dependency are well-known exit risks — but customer feedback may be the most overlooked value driver in a business owner's toolkit. Eli Portnoy, serial entrepreneur, Harvard Business School Executive Fellow, and...
Guest: Eli Portnoy, Co-Founder & CEO, BackEngine | Harvard Business School Executive Fellow Connect with guest: linkedin.com/in/eliportnoy

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1331customerfeedback,eliportnoy,ennislegacypartners,exitplanning,exitreadiness,patennis,podcast,walterdeyhlefalsefullWhy Successful Employers Understand that Empathy is Actually a Superpower Ft. Marc R. Engelhttps://www.spreaker.com/episode/why-successful-employers-understand-that-empathy-is-actually-a-superpower-ft-marc-r-engel--66385737
Guest: Marc R. Engel, Esq., Shareholder, Lerch Early & Brewer | Founder, Employment Alliance Group
Connect with guest: lerchearly.com/attorneys/marc-r-engel/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/66385737Wed, 04 Jun 2025 13:00:07 +0000ENNIS Legacy PartnersEmpathy is often dismissed as a soft skill — but for employers who understand it, it's one of the most powerful tools for reducing litigation, improving retention, and building a business that runs well without the owner. Marc R. Engel, employment...
Guest: Marc R. Engel, Esq., Shareholder, Lerch Early & Brewer | Founder, Employment Alliance Group
Connect with guest: lerchearly.com/attorneys/marc-r-engel/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2167buildvalue,empathyassuperpower,ennislegacypartners,exitplanning,exitreadiness,lerchearly,management,marcengel,nextlevelmanagement,patennis,protectvalue,successionplanning,walterdeyhlefalsefullKey Steps Business Owners Should Take to Improve Cyber Resilience Prior to Exit Ft. Brian Guentherhttps://www.spreaker.com/episode/key-steps-business-owners-should-take-to-improve-cyber-resilience-prior-to-exit-ft-brian-guenther--66106541
Guest: Brian Guenther, CISSP, CCP, Founder & President, Exceed Cybersecurity & I.T. Services Connect with guest: exceeditmd.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/66106541Wed, 21 May 2025 13:00:07 +0000ENNIS Legacy PartnersA cyber breach during a due diligence process can kill a deal — or dramatically reduce a purchase price. And yet cybersecurity is one of the most consistently overlooked exit planning topics for privately held business owners. Brian Guenther, CISSP,...
Guest: Brian Guenther, CISSP, CCP, Founder & President, Exceed Cybersecurity & I.T. Services Connect with guest: exceeditmd.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1588brianguenther,cyberresilience,cybersecurity,ennislegacypartners,exceedcybersecurity,exitreadiness,patennis,protectbusinessvalue,walterdeyhlefalsefullLessons Learned in Selling My Business Ft. Wayne Cateshttps://www.spreaker.com/episode/lessons-learned-in-selling-my-business-ft-wayne-cates--65815699
Guest: Wayne Cates, Business Owner | Seller

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/65815699Wed, 30 Apr 2025 21:07:03 +0000ENNIS Legacy PartnersThere is no substitute for the perspective of someone who has actually been through it. Wayne Cates joins Pat and Walter for a candid, first-person account of selling his business — what he got right, what he wishes he had done differently, and the...
Guest: Wayne Cates, Business Owner | Seller

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2397exitplanning,exitreadiness,lifeafterthebusiness,nextact,patennis,walterdeyhle,waynecatesfalsefullHow Podcasting Helps Build A Transferrable Business Ft. Joe Ennishttps://www.spreaker.com/episode/how-podcasting-helps-build-a-transferrable-business-ft-joe-ennis--65582420
Guest: Joe Ennis, Producer, ExitReadiness® Podcast

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/65582420Wed, 16 Apr 2025 13:00:07 +0000ENNIS Legacy PartnersA podcast isn't just a marketing tool — when done right, it builds the kind of thought leadership, brand equity, and audience trust that makes a business more valuable and more transferable. Joe Ennis, founder of Podcasts By Joe and the production...
Guest: Joe Ennis, Producer, ExitReadiness® Podcast

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1799ennislegacypartners,exitreadiness,exitreadinesspodcasts,joeennis,patennis,podcast[production,podcastroi,walterdeyhlefalsefullThe Legal Do's and Don't of Internal Transactions Ft. Paul Schwinnhttps://www.spreaker.com/episode/the-legal-do-s-and-don-t-of-internal-transactions-ft-paul-schwinn--65321103
Guest: Paul M. Schwinn, Shareholder & Co-Chair, Startups and Emerging Growth Companies Practice Group, Shulman Rogers
Connect with guest: shulmanrogers.com/attorneys/paul-m-schwinn/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/65321103Wed, 02 Apr 2025 22:00:08 +0000ENNIS Legacy PartnersTransferring a business to a key employee or family member sounds straightforward — until the legal complexities start surfacing. Paul Schwinn, Shareholder at Shulman Rogers and Co-Chair of its Startups and Emerging Growth Companies Practice Group,...
Guest: Paul M. Schwinn, Shareholder & Co-Chair, Startups and Emerging Growth Companies Practice Group, Shulman Rogers
Connect with guest: shulmanrogers.com/attorneys/paul-m-schwinn/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1882businesscontinuity,ennislegacypartners,exitplanning,exitreadiness,internaltransactions,legaldos&donts,patennis,paulschwinn,saletoinsiders,shulmanrogers,successionplanning,transfertochildren,walterdeyhlefalsefullEmployee Ownership Trusts versus Employee Stock Ownership Plan (ESOP). Ft. Loren Rodgershttps://www.spreaker.com/episode/employee-ownership-trusts-versus-employee-stock-ownership-plan-esop-ft-loren-rodgers--64629191
Guest: Loren Rodgers, Executive Director, National Center for Employee Ownership (NCEO) Connect with guest: nceo.org

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/64629191Wed, 05 Mar 2025 14:00:07 +0000ENNIS Legacy PartnersESOPs have long been the dominant employee ownership exit route in the U.S. — but a newer vehicle, the Employee Ownership Trust (EOT), is gaining serious traction as an alternative. Loren Rodgers, Executive Director of the National Center for Employee...
Guest: Loren Rodgers, Executive Director, National Center for Employee Ownership (NCEO) Connect with guest: nceo.org

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2913corbymegorden,employeeownershiptrusts,ennislegacypartners,esop,exitplanning,exitreadiness,lorenrodgers,nceo,patennis,walterdeyhlefalsefullWhat Happens Between The LOI and The Deal Table Ft. Todd Taskeyhttps://www.spreaker.com/episode/what-happens-between-the-loi-and-the-deal-table-ft-todd-taskey--64451228
“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/64451228Wed, 19 Feb 2025 17:00:07 +0000ENNIS Legacy PartnersReceiving a Letter of Intent (LOI) feels like the finish line — but experienced M&A advisors know it's actually where some of the hardest work begins. Todd Taskey, M&A advisor at Potomac Business Capital and host of the Second Bite Podcast,...
“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2276dealtable,duediligence,exitreadiness,externalsale,loi,m&a,patennis,potomacbusinesscapital,toddtaskey,walterdeyhlefalsefullThree Main Reasons Business Sales Fail and How to Avoid Them Ft. Christine Nicholsonhttps://www.spreaker.com/episode/three-main-reasons-business-sales-fail-and-how-to-avoid-them-ft-christine-nicholson--64043549
Guest: Christine Nicholson, Award-Winning Business Mentor | Author, SELL IT | christinenicholson.co.uk
Connect with guest: christinenicholson.co.uk

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/64043549Thu, 30 Jan 2025 15:25:38 +0000ENNIS Legacy PartnersMore than 80% of businesses that go to market never successfully sell — and the reasons are more preventable than most owners realize. Christine Nicholson, UK-based award-winning Business Mentor of the Year and author of four books on exit planning,...
Guest: Christine Nicholson, Award-Winning Business Mentor | Author, SELL IT | christinenicholson.co.uk
Connect with guest: christinenicholson.co.uk

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1611businesssale,businesssalefail,christinenicholson,exit,exitplanning,exitreadiness,exitstrategy,patennis,planning,walterdeyhlefalsefullThe Ikigai Blueprint: Discovering Passion, Purpose, and Potential Ft. Joe Markovitchhttps://www.spreaker.com/episode/the-ikigai-blueprint-discovering-passion-purpose-and-potential-ft-joe-markovitch--63719508
Guest: Joe Markovitch, CExP, Senior Business Advisor | ennislp.com
Connect with guest: linkedin.com/in/joe-markovitch

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/63719508Fri, 17 Jan 2025 00:14:53 +0000ENNIS Legacy PartnersThe Japanese concept of Ikigai — finding the intersection of what you love, what you're good at, what the world needs, and what you can be paid for — is at the heart of one of the most important and overlooked dimensions of exit planning: what comes...
Guest: Joe Markovitch, CExP, Senior Business Advisor | ennislp.com
Connect with guest: linkedin.com/in/joe-markovitch

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2001ennislegacypartners,exitplanning,exitreadiness,exitreadinessnextact,ikigai,joemarkovitch,lifeafterthebusiness,nextact,patennis,walterdeyhlefalsefullAn Exit Planning Checklist for 2025https://www.spreaker.com/episode/an-exit-planning-checklist-for-2025--63375569
“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/63375569Wed, 18 Dec 2024 17:00:08 +0000ENNIS Legacy PartnersWhat should a business owner actually be doing right now to build their ExitReadiness®? Pat and Walter close out the year with a practical, actionable checklist of exit planning priorities for 2025 — covering goal-setting, business valuation,...
“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1677exitplanningchecklist,exitreadiness,patennis,walterdeyhlefalsefullGiving Feedback to Employees Ft. Sarah Goelitzhttps://www.spreaker.com/episode/giving-feedback-to-employees-ft-sarah-goelitz--63132179Guest: Sarah Goelitz, Founder, Sarah Goelitz Consulting Connect with guest: sarahgoelitz.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/63132179Wed, 04 Dec 2024 14:00:07 +0000ENNIS Legacy PartnersA business owner's ability to give honest, effective feedback to employees is directly tied to the transferable value of the business — because management teams that only perform with the owner in the room aren't truly independent. Sarah Goelitz,...Guest: Sarah Goelitz, Founder, Sarah Goelitz Consulting Connect with guest: sarahgoelitz.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1187employeefeedback,exitplanning,exitreadiness,nextlevelmanagement,patennis,sarahgoelitz,successionplanning,walterdeyhlefalsefullMastering Earnouts: Strategies and Best Practices Ft. Scott Taylorhttps://www.spreaker.com/episode/mastering-earnouts-strategies-and-best-practices-ft-scott-taylor--62822200
Guest: Scott W. Taylor, Esq., Shareholder, SmolenPlevy
Connect with guest: smolenplevy.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/62822200Wed, 20 Nov 2024 14:00:07 +0000ENNIS Legacy PartnersAn earnout looks simple on paper — get paid more if the business performs. In practice, earnout disputes are one of the most common sources of post-closing litigation in private M&A. Scott Taylor, Shareholder at SmolenPlevy and a returning...
Guest: Scott W. Taylor, Esq., Shareholder, SmolenPlevy
Connect with guest: smolenplevy.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2415businesssale,exitplanning,exitreadiness,masteringearnouts,patennis,scotttaylor,smolenplevy,walterdeyhlefalsefullAn Overlooked Risk in Management Buy-Outs Ft. David Gagehttps://www.spreaker.com/episode/an-overlooked-risk-in-management-buy-outs-ft-david-gage--62545984
Guest: David Gage, Ph.D., Founder, BMC Associates | Author, The Partnership Charter
Connect with guest: linkedin.com/in/david-gage-75a6441/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/62545984Wed, 30 Oct 2024 13:00:02 +0000ENNIS Legacy PartnersA management buyout feels like the cleanest possible exit — your trusted team takes over, the legacy is preserved, everyone wins. But when partners and co-owners haven't built strong interpersonal foundations, MBOs carry a risk most advisors don't put...
Guest: David Gage, Ph.D., Founder, BMC Associates | Author, The Partnership Charter
Connect with guest: linkedin.com/in/david-gage-75a6441/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2405bmcassociates,conflictprevention,conflictresolution,davidgagephd,ennislegacypartners,exitplanning,exitreadiness,managementbuyouts,partnershipcharter,patennis,walterdeyhlefalsefullCommon Pitfalls for the Mid-Market Seller Ft. Richard Phillipshttps://www.spreaker.com/episode/common-pitfalls-for-the-mid-market-seller-ft-richard-phillips--62362312
Guest: Richard Phillips, Managing Director, Oberon Securities, LLC
Connect with guest: oberonsecurities.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/62362312Wed, 16 Oct 2024 13:00:02 +0000ENNIS Legacy PartnersSelling a mid-market business is not the same as selling a small business — the complexity, the buyer pool, and the stakes are all different. Richard Phillips, Managing Director at Oberon Securities, one of New York City's leading mid-market...
Guest: Richard Phillips, Managing Director, Oberon Securities, LLC
Connect with guest: oberonsecurities.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2134businesssale,commonpitfalls,dealpitfalls,exitreadiness,midmarketseller,patennis,richardphillips,walterdeyhlefalsefullThe Current State of Non-Competes and Other Restrictive Agreements Ft. Marc Engelhttps://www.spreaker.com/episode/the-current-state-of-non-competes-and-other-restrictive-agreements-ft-marc-engel--62179730
Guest: Marc R. Engel, Esq., Shareholder, Lerch Early & Brewer
Connect with guest: lerchearly.com/attorneys/marc-r-engel/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/62179730Wed, 02 Oct 2024 13:00:02 +0000ENNIS Legacy PartnersNon-compete agreements are in a state of flux — and what you don't know can cost you at the closing table or in the courts. Marc R. Engel, Esq., employment attorney and Shareholder at Lerch Early & Brewer, rejoins Pat and Walter to break down the...
Guest: Marc R. Engel, Esq., Shareholder, Lerch Early & Brewer
Connect with guest: lerchearly.com/attorneys/marc-r-engel/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2154exitplanning,exitreadiness,humanresources,lerchearlybrewer,management,marcengel,noncompete,patennis,protectvalue,restrictiveagreements,walterdeyhlefalsefullPreserving and Enhancing Industrial Legacies in the US Ft. Jules Brennerhttps://www.spreaker.com/episode/preserving-and-enhancing-industrial-legacies-in-the-us-ft-jules-brenner--61943528
Guest: Jules Brenner, Founder, Industrial Succession Group | CEO, Metal Solutions Holdings Connect with guest: industrialsuccession.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/61943528Wed, 18 Sep 2024 13:00:02 +0000ENNIS Legacy PartnersThere are tens of thousands of small industrial manufacturers in the U.S. whose owners are ready to retire — and very few successors stepping up to take them over. Jules Brenner, founder of Industrial Succession Group and operator of multiple metal...
Guest: Jules Brenner, Founder, Industrial Succession Group | CEO, Metal Solutions Holdings Connect with guest: industrialsuccession.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2130exitplanning,exitreadiness,familybusinesstransfer,industriallegacies,industrialsuccessiongroup,julesbrenner,patennis,walterdeyhlefalsefullCasting Vision with the Monroe Motivational Sequence Ft. Vinca LaFleurhttps://www.spreaker.com/episode/casting-vision-with-the-monroe-motivational-sequence-ft-vinca-lafleur--61256122
Guest: Vinca LaFleur, Executive Director & COO, West Wing Writers | Former White House Speechwriter
Connect with guest: westwingwriters.com/team/vinca-lafleur/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/61256122Wed, 04 Sep 2024 13:00:02 +0000ENNIS Legacy PartnersEvery business owner needs to be able to cast a compelling vision — to employees, partners, potential buyers, and successors. But most owners have never been taught a proven framework for doing it persuasively. Vinca LaFleur, Executive Director and...
Guest: Vinca LaFleur, Executive Director & COO, West Wing Writers | Former White House Speechwriter
Connect with guest: westwingwriters.com/team/vinca-lafleur/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2211buildingvalue,castingvision,exitreadiness,leadership,leadershipcommunication,monroemotivationalsequence,nextlevelmanagement,patennis,vincalafleur,walterdeyhle,westwingwritersfalsefullSBA Loans for Growth & Exit Ft. Jarred Rickshttps://www.spreaker.com/episode/sba-loans-for-growth-exit-ft-jarred-ricks--61041598
Guest: Jarred M. Ricks, SVP & Regional Manager, Greater Washington Business Banking Group, M&T Bank
Connect with guest: linkedin.com/in/jarredricks/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/61041598Thu, 15 Aug 2024 21:00:09 +0000ENNIS Legacy PartnersSBA financing is one of the most powerful and most misunderstood tools in the exit planning toolkit — both as a mechanism for funding business growth and as a vehicle that buyers will use to acquire your business when you're ready to sell. Jarred...
Guest: Jarred M. Ricks, SVP & Regional Manager, Greater Washington Business Banking Group, M&T Bank
Connect with guest: linkedin.com/in/jarredricks/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2208exitreadiness,jarredricks,m&tbank,patennis,sbaforexit,sbaforgrowth,walterdeyhlefalsefullProtecting Value with Risk Management and Controls Ft. Mac Lillardhttps://www.spreaker.com/episode/protecting-value-with-risk-management-and-controls-ft-mac-lillard--60866907
Guest: Mac Lillard, CPA/ABV/CITP, CIA, CFE, CISA/CRISC, Senior Manager, Risk & Advisory Services, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/mac-lillard/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/60866907Wed, 31 Jul 2024 13:00:05 +0000ENNIS Legacy PartnersA business with weak internal controls and unmanaged risk isn't just exposed to fraud and operational failure — it's also exposed to a significant discount from buyers during due diligence. Mac Lillard, CPA/ABV/CITP, CIA, CFE, Senior Manager of Risk...
Guest: Mac Lillard, CPA/ABV/CITP, CIA, CFE, CISA/CRISC, Senior Manager, Risk & Advisory Services, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/mac-lillard/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1920exitplanning,exitreadiness,grfcpas,internalcontrols,maclillard,patennis,protectingvalue,riskmanagement,walterdeyhlefalsefullThe Benefits of Using a Professional Employer Organization (PEO) Ft. Andy Schumanhttps://www.spreaker.com/episode/the-benefits-of-using-a-professional-employer-organization-peo-ft-andy-schuman--60698743
Guest: Andy Schuman, Certified Business Performance Advisor, Insperity
Connect with guest: linkedin.com/in/andyschumanbusinessperformanceadvisor/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/60698743Wed, 17 Jul 2024 13:00:03 +0000ENNIS Legacy PartnersEmployer risk, HR compliance, and the ability to compete for top talent are not just day-to-day business concerns — they are exit planning concerns. A business that can attract and retain quality employees, manages its employment liabilities well, and...
Guest: Andy Schuman, Certified Business Performance Advisor, Insperity
Connect with guest: linkedin.com/in/andyschumanbusinessperformanceadvisor/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1910andyschuman,benefits,employeemanagement,exitreadiness,humanresources,insperity,patennis,peo,professionalemployeeorg,walterdeyhlefalsefullUnderstanding a Buyer’s Point of View Ft. David C. Barnetthttps://www.spreaker.com/episode/understanding-a-buyer-s-point-of-view-ft-david-c-barnett--60582453
Guest: David C. Barnett, BBA, CMEA, Private Transaction Advisor | Host, David C. Barnett Small Business and Deal Making Podcast
Connect with guest: businessbuyeradvantage.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/60582453Wed, 03 Jul 2024 13:00:06 +0000ENNIS Legacy PartnersMost sellers prepare for an exit from the seller's point of view. But the buyers evaluating their business are thinking about entirely different things — and the gap between what sellers focus on and what buyers actually need to see is one of the...
Guest: David C. Barnett, BBA, CMEA, Private Transaction Advisor | Host, David C. Barnett Small Business and Deal Making Podcast
Connect with guest: businessbuyeradvantage.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2077buyerspointofview,davidbarnett,exitreadiness,patennis,walterdeyhlefalsefullLessons Learned From Fielding Acquisition Offers Ft. Nick Foglehttps://www.spreaker.com/episode/lessons-learned-from-fielding-acquisition-offers-ft-nick-fogle--60429081
Guest: Nick Fogle, Co-Founder & CEO, Churnkey | Former Co-Founder, Wavve (acquired 2021) Connect with guest: linkedin.com/in/nickfogle/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/60429081Wed, 19 Jun 2024 13:00:04 +0000ENNIS Legacy PartnersNick Fogle spent years building Wavve, a bootstrapped SaaS tool for podcasters, while working day jobs, paying off a quarter-million dollars in student debt, and teaching himself to code from scratch. When acquisition offers started coming in, he had...
Guest: Nick Fogle, Co-Founder & CEO, Churnkey | Former Co-Founder, Wavve (acquired 2021) Connect with guest: linkedin.com/in/nickfogle/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2114acquisitionoffers,businesssale,exitplanning,exitreadiness,lessonslearned,nickfogle,patennis,walterdeyhle,wavvefalsefullEngaging with Investor Email Inquiries Ft. Mark Gartnerhttps://www.spreaker.com/episode/engaging-with-investor-email-inquiries-ft-mark-gartner--60201767
Guest: Mark Gartner, Managing Director, RLH Equity Partners
Connect with guest: rlhequity.com/team/mark-gartner

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/60201767Wed, 29 May 2024 13:00:10 +0000ENNIS Legacy PartnersMost business owners who receive unsolicited investor outreach have no idea how to evaluate it — which ones are serious, which are fishing for information, and how to respond in a way that protects their interests without burning a potentially...
Guest: Mark Gartner, Managing Director, RLH Equity Partners
Connect with guest: rlhequity.com/team/mark-gartner

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1568exitreadiness,investoremailinquiries,m&a,markgartner,patennis,rlhequitypartners,walterdeyhlefalsefullIs Performance Management a Good Idea? Ft. Sarah Goelitzhttps://www.spreaker.com/episode/is-performance-management-a-good-idea-ft-sarah-goelitz--60033322
Guest: Sarah Goelitz, Founder, Sarah Goelitz Consulting
Connect with guest: sarahgoelitz.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/60033322Wed, 15 May 2024 13:00:04 +0000ENNIS Legacy PartnersPerformance management is one of the most contentious topics in leadership — and one of the most consequential for business owners building toward an exit. Sarah Goelitz, leadership consultant and founder of Sarah Goelitz Consulting, rejoins Pat for a...
Guest: Sarah Goelitz, Founder, Sarah Goelitz Consulting
Connect with guest: sarahgoelitz.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1421exitreadiness,nextlevelmanagement,patennis,performancemanagement,sarahgoelitz,walterdeyhlefalsefullWhen Can Good Income Tax Planning Hurt My Exit?https://www.spreaker.com/episode/when-can-good-income-tax-planning-hurt-my-exit--59736723
“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/59736723Wed, 01 May 2024 13:00:03 +0000ENNIS Legacy PartnersTax minimization is a reflex for most business owners — but not every tax-saving strategy that makes sense during the life of the business makes sense in the context of a future exit. In this episode, Pat and Walter take on one of the most important...
“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2119exitreadiness,patennis,taxplanning,walterdeyhlefalsefullFive Essential Tips for Donating Business Interests Ft. Laurie Roche & Glenn Garbutthttps://www.spreaker.com/episode/five-essential-tips-for-donating-business-interests-ft-laurie-roche-glenn-garbutt--59494194
Guest: Laurie Roche, VP, Complex Assets Group & Glenn Garbutt, VP, Charitable Planning Consultant — Fidelity Charitable
Connect with guest: fidelitycharitable.org

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/59494194Wed, 17 Apr 2024 13:00:04 +0000ENNIS Legacy PartnersFor business owners with charitable intent, donating business interests before a sale can be one of the most tax-advantaged decisions they make — but it requires careful planning and expert guidance to execute correctly. Laurie Roche, Vice President...
Guest: Laurie Roche, VP, Complex Assets Group & Glenn Garbutt, VP, Charitable Planning Consultant — Fidelity Charitable
Connect with guest: fidelitycharitable.org

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2364complexassets,daf,donatingbusinessinterest,donoradvisedfund,exitreadiness,fidelitycharitable,glenngarbutt,laurieroche,patennis,walterdeyhlefalsefullAI and The Future of Selling Ft. Andre Yeehttps://www.spreaker.com/episode/ai-and-the-future-of-selling-ft-andre-yee--59185144
Guest: Andre Yee, Founder & CEO, Tiga AI | Former Founder & CEO, Triblio (acquired by IDG/Foundry)
Connect with guest: tiga.ai

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/59185144Wed, 27 Mar 2024 12:01:09 +0000ENNIS Legacy PartnersAI is already changing how businesses are built, operated, and sold — and the business owners who understand this shift will build more valuable companies than those who don't. Andre Yee, Founder and CEO of Tiga AI and a serial entrepreneur who helped...
Guest: Andre Yee, Founder & CEO, Tiga AI | Former Founder & CEO, Triblio (acquired by IDG/Foundry)
Connect with guest: tiga.ai

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2358andreyee,exitreadiness,futureofselling,patennis,tigaai,walterdeyhlefalsefull4 Key Ways to Maximize Valuation for a Successful Exit Ft. Verne Harnishhttps://www.spreaker.com/episode/4-key-ways-to-maximize-valuation-for-a-successful-exit-ft-verne-harnish--59007895
Guest: Verne Harnish, Founder & CEO, Scaling Up (Gazelles) | Founder, Entrepreneurs' Organization | Author, Scaling Up
Connect with guest: scalingup.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/59007895Wed, 13 Mar 2024 12:00:02 +0000ENNIS Legacy PartnersVerne Harnish has spent four decades helping some of the world's fastest-growing companies scale — and he has studied what actually drives enterprise value more deeply than almost anyone in the field. Founder of the Entrepreneurs' Organization, CEO of...
Guest: Verne Harnish, Founder & CEO, Scaling Up (Gazelles) | Founder, Entrepreneurs' Organization | Author, Scaling Up
Connect with guest: scalingup.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1849buildvalue,exitreadiness,harnish,patennis,scalingup,verne,verneharnish,walterdeyhlefalsefullImplementing New Technology in Advance of a Business Ft. Mac Lillardhttps://www.spreaker.com/episode/implementing-new-technology-in-advance-of-a-business-ft-mac-lillard--58935880
Guest: Mac Lillard, CPA/ABV/CITP, CIA, CFE, CISA/CRISC, Senior Manager, Risk & Advisory Services, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/mac-lillard/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/58935880Wed, 06 Mar 2024 13:00:01 +0000ENNIS Legacy PartnersTechnology implementation is one of the most misunderstood pre-exit decisions a business owner can make — the right moves add value and buyer confidence, while the wrong ones create risk, disruption, and complexity that shows up in due diligence at...
Guest: Mac Lillard, CPA/ABV/CITP, CIA, CFE, CISA/CRISC, Senior Manager, Risk & Advisory Services, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/mac-lillard/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2198businesssale,exitreadiness,grfcpas,implementingtech,maclillard,patennis,walterdeyhlefalsefullForecasted Risk for 2024 and Beyond Ft. Melissa Musserhttps://www.spreaker.com/episode/forecasted-risk-for-2024-and-beyond-ft-melissa-musser--58627575
Guest: Melissa Musser, CPA, CIA, CITP, CISA, Partner & Director, Risk & Advisory Services, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/melissa-musser-cpa-citp-cisa/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/58627575Wed, 14 Feb 2024 14:00:02 +0000ENNIS Legacy PartnersBusiness owners who understand the risk landscape facing them in the years ahead can build stronger, more resilient companies — and more attractive acquisition targets. Melissa Musser, CPA, CIA, Partner and Director of Risk & Advisory Services at...
Guest: Melissa Musser, CPA, CIA, CITP, CISA, Partner & Director, Risk & Advisory Services, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/melissa-musser-cpa-citp-cisa/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2237cybersecurity,exitreadiness,forecastedrisk,grfcpas,melissamusser,patennis,techrisk,walterdeyhlefalsefullEquipping Your Successor for Ownershiphttps://www.spreaker.com/episode/equipping-your-successor-for-ownership--58492554
“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/58492554Wed, 31 Jan 2024 14:00:02 +0000ENNIS Legacy PartnersIdentifying a successor is one thing. Equipping them to actually succeed as an owner is something else entirely — and most succession plans leave this critical step underdeveloped. In this episode, Pat and Walter focus on one of the most practical and...
“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2025businesscontinuity,exitreadiness,patennis,successionplanning,successortraining,walterdeyhlefalsefullSystems: Trust the Process Ft. Jason Henderberghttps://www.spreaker.com/episode/systems-trust-the-process-ft-jason-henderberg--58336003
Guest: Jason Henderberg, Founder, Henderberg Business Solutions
Connect with guest: henderberg.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/58336003Wed, 17 Jan 2024 20:00:41 +0000ENNIS Legacy PartnersA business that depends on the owner to function — because the processes live in the owner's head rather than in documented systems — is not a transferable business. Jason Henderberg, founder of Henderberg Business Solutions in Webster, New York, and...
Guest: Jason Henderberg, Founder, Henderberg Business Solutions
Connect with guest: henderberg.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2149buildsellablevalue,exitreadiness,jasonhenderberg,patennis,systems&processes,trusttheprocess,walterdeyhlefalsefullAn Exit Planning Checklist for 2024https://www.spreaker.com/episode/an-exit-planning-checklist-for-2024--58175960

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“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

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👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

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CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
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Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/58175960Wed, 03 Jan 2024 19:00:02 +0000ENNIS Legacy PartnersDISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional...

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“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

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CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube:...]]>2268falsefullTop 7 Reasons Why M&A Deals Fail Ft. Dan Doranhttps://www.spreaker.com/episode/top-7-reasons-why-m-a-deals-fail-ft-dan-doran--58073317
And that can be an ESOP, sale to co-owners or management, a transfer to children or family members or a sale to a third party.

And when a third party sale is the right option…we want to do all we can to prepare an owner for the eventual transaction – including helping them understand the potential pitfalls that can result in a failed deal.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/58073317Wed, 20 Dec 2023 20:00:03 +0000ENNIS Legacy PartnersIf you’re a regular listener, you know we are agnostic as to which exit route an owner chooses – we work to help them decide which exit route most aligns with their goals. And that can be an ESOP, sale to co-owners or management, a transfer to...
And that can be an ESOP, sale to co-owners or management, a transfer to children or family members or a sale to a third party.

And when a third party sale is the right option…we want to do all we can to prepare an owner for the eventual transaction – including helping them understand the potential pitfalls that can result in a failed deal.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the...]]>2259falsefullBusiness Valuations for Gifting, Estate Settlement, Divorce, and Shareholder Disputeshttps://www.spreaker.com/episode/business-valuations-for-gifting-estate-settlement-divorce-and-shareholder-disputes--57852233
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/57852233Wed, 29 Nov 2023 19:29:11 +0000ENNIS Legacy PartnersIf you listen to us regularly you’ve heard us talk about the importance of an objective estimate of business value for planning your eventual exit and for this purpose you really do not need a qualified or certified valuation. However, there are...
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National...]]>1935falsefullDelegating with Less Terror Ft. Sarah Goelitzhttps://www.spreaker.com/episode/delegating-with-less-terror-ft-sarah-goelitz--57665375
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/57665375Thu, 16 Nov 2023 14:07:03 +0000ENNIS Legacy PartnersA key driver of business value and a successful exit is what we would call a “next level management team". A management team that can take the business to the next few levels of growth.You’ve heard many times on this podcast that the less central an...
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland...]]>2318falsefullW2s, 1099s, and Protecting Business Value Ft. Linda McNallyhttps://www.spreaker.com/episode/w2s-1099s-and-protecting-business-value-ft-linda-mcnally--57474716
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/57474716Wed, 01 Nov 2023 19:00:02 +0000ENNIS Legacy PartnersWant to learn more? Go to: ennislp.com DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal,...
DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA
2147falsefullDelivering Great Results in Challenging Times Ft. Bruce Cazenavehttps://www.spreaker.com/episode/delivering-great-results-in-challenging-times-ft-bruce-cazenave--57289738
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/57289738Wed, 18 Oct 2023 19:00:03 +0000ENNIS Legacy PartnersToday we want to discuss producing great results that would lend toward maximizing business value during tough times. If you’re a business owner long enough you will at some point hit a tough patch which could be do to either internal or external...
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland...]]>2284falsefullThe Advantages of a Private Equity Deal Ft. Channing Hamlethttps://www.spreaker.com/episode/the-advantages-of-a-private-equity-deal-ft-channing-hamlet--57059805
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/57059805Wed, 04 Oct 2023 19:00:02 +0000ENNIS Legacy PartnersIn our last episode with Tim Van Miegham of The Proaction Group, we discussed “What Will Private Equity Buyers Want to Know About Your Company BEFORE They Write the Check?” As we mentioned in our opening last time, there are pros and cons in selling...
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the...]]>1676falsefullWhat Private Equity Buyers Want to Know About Your Company BEFORE They Write the Check Ft. Tim Van Mieghemhttps://www.spreaker.com/episode/what-private-equity-buyers-want-to-know-about-your-company-before-they-write-the-check-ft-tim-van-mieghem--56857233
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/56857233Wed, 20 Sep 2023 19:00:02 +0000ENNIS Legacy PartnersThere are pros and cons in selling to a private equity firm versus a strategic buyer which we are not going to get into here today. But one thing Private Equity firms are known for is how thorough they can be in performing due diligence on a business...
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation...]]>2576falsefullTax Considerations of Earnouts When Buying or Selling a Businesshttps://www.spreaker.com/episode/tax-considerations-of-earnouts-when-buying-or-selling-a-business--56637975
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/56637975Wed, 30 Aug 2023 19:00:03 +0000ENNIS Legacy PartnersIn today’s conversation we want to focus on a specific area that if strengthened, you will more enjoy life in the business while at the same time increase the value of the business making it more transferable or sellable. And if you have a...
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee....]]>1999falsefullCreating Business Value with Documented Systems Ft. Josh Fongerhttps://www.spreaker.com/episode/creating-business-value-with-documented-systems-ft-josh-fonger--56488743
The topic for discussion is often neglected by business owners because for most of us… it’s one of those things we know we should do….but it’s painful to even think about doing it…so we often just continue to kick the can down the road rather than taking steps to get it done.

Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/56488743Wed, 16 Aug 2023 17:55:14 +0000ENNIS Legacy PartnersIn today’s conversation we want to focus on a specific area that if strengthened, you will more enjoy life in the business while at the same time increase the value of the business making it more transferable or sellable. And if you have a...
The topic for discussion is often neglected by business owners because for most of us… it’s one of those things we know we should do….but it’s painful to even think about doing it…so we often just continue to kick the can down the road rather than taking steps to get it done.

Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions,...]]>1923falsefullThe Psychological and Emotional Challenge of Exit and Succession Ft. Elizabeth Carr P.H.D., Cherie Morrishttps://www.spreaker.com/episode/the-psychological-and-emotional-challenge-of-exit-and-succession-ft-elizabeth-carr-p-h-d-cherie-morris--56326624
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/56326624Wed, 02 Aug 2023 19:00:02 +0000ENNIS Legacy PartnersThere are not a few psychological and emotional challenges that owners experience when thinking of eventually leaving their business. These challenges can actually keep an owner from moving forward in doing what they know they need to do create a...
Want to learn more? Go to: ennislp.com

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland...]]>2206falsefullWHY PLAN NOW? I’M NOT READY TO EXIT…https://www.spreaker.com/episode/why-plan-now-i-m-not-ready-to-exit--56156165
Want to learn more? Go to: ennislp.com

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/56156165Wed, 19 Jul 2023 19:00:02 +0000ENNIS Legacy PartnersA most common refrain we hear from business owners in conversations about exit planning is “Why should I plan now, I’m not ready to exit, I’ll start planning when I’m ready to leave.” Want to learn more? Go to: ennislp.com DISCLAIMER:The information...
Want to learn more? Go to: ennislp.com

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American...]]>2453falsefullAvoiding Succession Pitfalls Ft. Laurie Barkmanhttps://www.spreaker.com/episode/avoiding-succession-pitfalls-ft-laurie-barkman--55995477
And there are not a few pitfalls to avoid when planning your exit which is most often the most significant and impactful event and transaction of their life as a business owner.

Today we are going to get specific about some of the more common pitfalls to avoid.

And our guest is Laurie Barkman of Stony Hill Advisors who has been with us before and we’re happy to have back.

Laurie, the business transition sherpa, is the former CEO of a $100million revenue company that was sold to a Fortune 50. She is an mergers and acquisitions advisor, exit planner and
author of “The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Exit Options.

Want to learn more? Go to: ennislp.com

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/55995477Wed, 05 Jul 2023 18:00:02 +0000ENNIS Legacy PartnersAs with any strategic planning it’s as important to know what pitfalls to avoid as much as it is what actions to take or put in place. And there are not a few pitfalls to avoid when planning your exit which is most often the most significant and...
And there are not a few pitfalls to avoid when planning your exit which is most often the most significant and impactful event and transaction of their life as a business owner.

Today we are going to get specific about some of the more common pitfalls to avoid.

And our guest is Laurie Barkman of Stony Hill Advisors who has been with us before and we’re happy to have back.

Laurie, the business transition sherpa, is the former CEO of a $100million revenue company that was sold to a Fortune 50. She is an mergers and acquisitions advisor, exit planner and
author of “The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Exit Options.

Want to learn more? Go to: ennislp.com

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business...]]>2232falsefullWhere Good Leaders Go Wrong Ft. James G. “Big Red” Wetrichhttps://www.spreaker.com/episode/where-good-leaders-go-wrong-ft-james-g-big-red-wetrich--54635309
Perhaps there is nothing of greater importance in building the value of a business than the ways in which an owner and their management team lead and manage the business.

And, it’s not unusual for an owner to either be or become a good leader doing the right things to go wrong at some point

So today we want to have a conversation about good leaders staying on the right track and avoiding pitfalls that can result in wrong decisions and actions, and so our topic for today is

Where Good Leaders Go Wrong

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/54635309Wed, 21 Jun 2023 19:00:02 +0000ENNIS Legacy PartnersIt’s not a secret that leadership, bad or good, wrong or right, has a significant impact on enterprise value and on the future transferability or sellability of a business. Perhaps there is nothing of greater importance in building the value of a...
Perhaps there is nothing of greater importance in building the value of a business than the ways in which an owner and their management team lead and manage the business.

And, it’s not unusual for an owner to either be or become a good leader doing the right things to go wrong at some point

So today we want to have a conversation about good leaders staying on the right track and avoiding pitfalls that can result in wrong decisions and actions, and so our topic for today is

Where Good Leaders Go Wrong

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA2311falsefullThe Five Capitals and Life After the Business Ft. Cory Carlsonhttps://www.spreaker.com/episode/the-five-capitals-and-life-after-the-business-ft-cory-carlson--54057865
============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/54057865Wed, 31 May 2023 21:00:02 +0000ENNIS Legacy PartnersDISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional...
============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube:...]]>2057falsefullThe Pros and Cons of Structured Installment Sales Ft. Steve Pilgerhttps://www.spreaker.com/episode/the-pros-and-cons-of-structured-installment-sales-ft-steve-pilger--53910373
Another issue to be aware of is any potential risk in receiving future payments in a transaction that involves an installment sale.

Today we’re going to discuss what could be a possible solution if you are considering a sale and have either one of those concerns.

The Pros and Cons of Structured Installment Sales is our topic for today.

Want to learn more? Go to: ennislp.com

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/53910373Wed, 17 May 2023 21:00:02 +0000ENNIS Legacy PartnersWhen an owner sells their business, they always need to be aware of what taxes they will be required to pay as a result of the sale and every owner we’ve ever dealt with has wanted to minimize taxes however possible. Another issue to be aware of is...
Another issue to be aware of is any potential risk in receiving future payments in a transaction that involves an installment sale.

Today we’re going to discuss what could be a possible solution if you are considering a sale and have either one of those concerns.

The Pros and Cons of Structured Installment Sales is our topic for today.

Want to learn more? Go to: ennislp.com

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and...]]>2021falsefullCan Employee Development Result in a Sellable Business and Successful Exit? Ft. Catherine Allen and Ed Offterdingerhttps://www.spreaker.com/episode/can-employee-development-result-in-a-sellable-business-and-successful-exit-ft-catherine-allen-and-ed-offterdinger--53730360
We’ve talked many times about how important that number is in planning your eventual exit.

In that process we consistently find that companies realizing consistency in strong financial performance, are those that have invested smartly in attracting the right people, but then also in developing their people.

They’ve been intentional in setting a tone of continual learning and improvement as a key part of their culture, their employees end up being more motivated and empowered which results in higher levels of productivity, efficiency and profits.

Employee development is key to increasing the value and sell-ability of your business and for success in your eventual exit. And so that’s the topic for today’s conversation, “How Can Employee Development Result in a Sellable Business and Successful Exit?”

Want to learn more? Go to: ennislp.com

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/53730360Wed, 03 May 2023 19:30:01 +0000ENNIS Legacy PartnersWhen we bring on a new client, one of the first actions is estimating the value of the business. What is the current fair market value of the business? We’ve talked many times about how important that number is in planning your eventual exit. In...
We’ve talked many times about how important that number is in planning your eventual exit.

In that process we consistently find that companies realizing consistency in strong financial performance, are those that have invested smartly in attracting the right people, but then also in developing their people.

They’ve been intentional in setting a tone of continual learning and improvement as a key part of their culture, their employees end up being more motivated and empowered which results in higher levels of productivity, efficiency and profits.

Employee development is key to increasing the value and sell-ability of your business and for success in your eventual exit. And so that’s the topic for today’s conversation, “How Can Employee Development Result in a Sellable Business and Successful Exit?”

Want to learn more? Go to: ennislp.com

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate...]]>2849falsefullShould You Use A Life Insurance LLC When Funding Your Buy-Sell Agreement?https://www.spreaker.com/episode/should-you-use-a-life-insurance-llc-when-funding-your-buy-sell-agreement--53587225
DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/53587225Wed, 19 Apr 2023 20:27:39 +0000ENNIS Legacy PartnersIf you’re a business owner and have one or more business partners. you more than likely have at least heard of buy-sell agreements. And hopefully you have one that is well-written, current and regularly reviewed. You may also have one if you’re in...
DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning...]]>1307falsefullWhat’s Your Number?https://www.spreaker.com/episode/what-s-your-number--53383159
The answer to this third question very much impacts your answers to the other questions regarding departure date and who you end up selling to…

We believe that the following are critical elements in creating a successful exit plan…

- a preliminary business valuation
- a forecast of future business cash flow
- an experienced advisor team
- your targeted departure date
- your targeted successor
- And a preliminary financial needs analysis

And it’s this last element…the preliminary financial needs analysis…the analysis that will answer the question “What’s Your Number?” that we want to discuss today…

What’s Your Number???

Want to learn more? Go to: ennislp.com

Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/53383159Wed, 29 Mar 2023 20:31:12 +0000ENNIS Legacy PartnersHow much money will you need when you exit? The answer to this third question very much impacts your answers to the other questions regarding departure date and who you end up selling to… We believe that the following are critical elements in...
The answer to this third question very much impacts your answers to the other questions regarding departure date and who you end up selling to…

We believe that the following are critical elements in creating a successful exit plan…

- a preliminary business valuation
- a forecast of future business cash flow
- an experienced advisor team
- your targeted departure date
- your targeted successor
- And a preliminary financial needs analysis

And it’s this last element…the preliminary financial needs analysis…the analysis that will answer the question “What’s Your Number?” that we want to discuss today…

What’s Your Number???

Want to learn more? Go to: ennislp.com

Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

DISCLAIMER:The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™...]]>1807falsefullMinimizing Taxes at Sale with a Section 664 Business Owners Trust Ft. Roger D. Silk, PhDhttps://www.spreaker.com/episode/minimizing-taxes-at-sale-with-a-section-664-business-owners-trust-ft-roger-d-silk-phd--53200957
Tax planning as you’re growing and building the business, but also planning that will minimize taxes when you eventually sell or transfer your business.

Too often at sale an owner is sadly surprised with how much of their sale proceeds will go to both federal and state income taxes.

And so that’s today’s topic: Minimizing Taxes at Sale with a Section 664 Business Owners Trust Our expert guest today is Roger Silk, Phd, who is the Founder and CEO of Sterling Foundation Management

Want to learn more? Go to: ennislp.com

Want to learn more? Go to: ennislp.com

Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/53200957Wed, 15 Mar 2023 19:00:01 +0000ENNIS Legacy PartnersWe want to help you build your business value, but also protect the value of your business, and one way to do that is through careful tax planning… Tax planning as you’re growing and building the business, but also planning that will minimize taxes...
Tax planning as you’re growing and building the business, but also planning that will minimize taxes when you eventually sell or transfer your business.

Too often at sale an owner is sadly surprised with how much of their sale proceeds will go to both federal and state income taxes.

And so that’s today’s topic: Minimizing Taxes at Sale with a Section 664 Business Owners Trust Our expert guest today is Roger Silk, Phd, who is the Founder and CEO of Sterling Foundation Management

Want to learn more? Go to: ennislp.com

Want to learn more? Go to: ennislp.com

Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in...]]>2578falsefullUnderstanding IRS Code Section 409A and Non-Qualified Deferred Compensation Ft. Mark Canadahttps://www.spreaker.com/episode/understanding-irs-code-section-409a-and-non-qualified-deferred-compensation-ft-mark-canada--53065231
Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/53065231Wed, 01 Mar 2023 22:00:20 +0000ENNIS Legacy PartnersWant to learn more? Go to: ennislp.com Connect with Joe: https://www.linkedin.com/in/josephdurnford/ Check out JD Merit: https://jdmerit.com/ ============================================ “We want you to help you build a business that is sellable...
Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness2716falsefullCommon Blind Spots in Building Business Value Ft. Joe Durnfordhttps://www.spreaker.com/episode/common-blind-spots-in-building-business-value-ft-joe-durnford--52747891If they simply want a lifestyle business while building their desired financial wealth outside of the business…then building for an eventual sale or transfer isn’t necessary…
However, we find that most owners want to…and often need to…get some value out of the business eventually…and frequently consider the business to be central to their retirement plan…
Also…an owner who builds a transferable business has many more options for their eventual exit than they would with a lifestyle business…
So, we can work with owners for years in identifying what aspects of their business….if focused on and strengthened…will increase the value and sellability of the business…
We want to help clients get the business to a place where it’s ready to be sold or transferred for the value they need or want…
And in doing that they find it helpful to have someone outside of the business…like us…come in and look under the hood and identify blind spots that the owner might have pertaining to growth and value acceleration…
And that’s what we want to discuss in this episode…. Common Blind Spots in Building Business Value

Want to learn more? Go to: ennislp.com

Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/52747891Wed, 15 Feb 2023 23:19:36 +0000ENNIS Legacy PartnersBuilding a business that is transferable or sellable really begins when an owner launches a business with their eventual goals for exit --- do they indeed want to get value out of the business at some point in the future with a sale…or do they have...If they simply want a lifestyle business while building their desired financial wealth outside of the business…then building for an eventual sale or transfer isn’t necessary…
However, we find that most owners want to…and often need to…get some value out of the business eventually…and frequently consider the business to be central to their retirement plan…
Also…an owner who builds a transferable business has many more options for their eventual exit than they would with a lifestyle business…
So, we can work with owners for years in identifying what aspects of their business….if focused on and strengthened…will increase the value and sellability of the business…
We want to help clients get the business to a place where it’s ready to be sold or transferred for the value they need or want…
And in doing that they find it helpful to have someone outside of the business…like us…come in and look under the hood and identify blind spots that the owner might have pertaining to growth and value acceleration…
And that’s what we want to discuss in this episode…. Common Blind Spots in Building Business Value

Want to learn more? Go to: ennislp.com

Connect with Joe: https://www.linkedin.com/in/josephdurnford/

Check out JD Merit: https://jdmerit.com/

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners...]]>2454falsefullBusiness Acquisitions and a Successful Exit Ft. Orrin Klopperhttps://www.spreaker.com/episode/business-acquisitions-and-a-successful-exit-ft-orrin-klopper--52606125
Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================ Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/52606125Wed, 01 Feb 2023 15:48:30 +0000ENNIS Legacy PartnersOne strategy for accelerating the value of your business is grow through acquisition….and we’ve discussed this strategy in past episodes with M&amp;A Advisors Matt Craft and Laurie Barkman. Today we are going to revisit the topic with our guest...
Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA2624falsefullAn Exit Planning Checklist For 2023https://www.spreaker.com/episode/an-exit-planning-checklist-for-2023--52249414
Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================ 👇Subscribe To The Channel By Clicking Below!

👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness

Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.

About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/ Walter’s Linkedin:

https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com #PatEnnis #WalterDeyhle #ExitReadiness ============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/52249414Wed, 21 Dec 2022 20:01:51 +0000ENNIS Legacy PartnersWant to learn more? Go to: ennislp.com ============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis...
Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================ 👇Subscribe To The Channel By Clicking Below!

👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness

Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.

About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/ Walter’s Linkedin:

https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com #PatEnnis #WalterDeyhle #ExitReadiness ============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations...]]>1764falsefullBeginners Guide to Sales Forecasting Ft. Chris Tullyhttps://www.spreaker.com/episode/beginners-guide-to-sales-forecasting-ft-chris-tully--52058323
As you’ve heard us say many times here in the past, nothing is more important than financial performance when selling your business to a third party, but it's also important if you decide to sell to insiders or an ESOP.

You will need cash flow to be successful in executing any of these exit routes and that begins with sales. With that said, we also find that it can be challenging for small business owners to have a disciplined approach to sales forecasting and so that’s our topic today.

A Beginners Guide to Sales Forecasting

And we have with us repeat guest Chris Tully of Sales Growth Advisors.

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/52058323Wed, 30 Nov 2022 20:00:02 +0000ENNIS Legacy PartnersAll small business owners, at least all the ones we know, are continually focused on sales and increasing revenue. And rightfully so if they have a desire to get value out of the business eventually with a transaction. As you’ve heard us say many...
As you’ve heard us say many times here in the past, nothing is more important than financial performance when selling your business to a third party, but it's also important if you decide to sell to insiders or an ESOP.

You will need cash flow to be successful in executing any of these exit routes and that begins with sales. With that said, we also find that it can be challenging for small business owners to have a disciplined approach to sales forecasting and so that’s our topic today.

A Beginners Guide to Sales Forecasting

And we have with us repeat guest Chris Tully of Sales Growth Advisors.

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of...]]>1750falsefullWhat Should I Work On If I Want to Sell In 2-3 Years?https://www.spreaker.com/episode/what-should-i-work-on-if-i-want-to-sell-in-2-3-years--51917038
============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/51917038Wed, 16 Nov 2022 20:00:02 +0000ENNIS Legacy PartnersWant to learn more? Go to: ennislp.com ============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis...
============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: 2382falsefullThe Unique Challenge of Being Married and Running a Business Ft. Robert and Kay Lee Fukuihttps://www.spreaker.com/episode/the-unique-challenge-of-being-married-and-running-a-business-ft-robert-and-kay-lee-fukui--51768040
Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/51768040Wed, 02 Nov 2022 20:00:02 +0000ENNIS Legacy Partners9 out of 10 business owners we work with are married. Most are married…and as married business owners ourselves…we recognize the unique challenges of being both married and a business owner. For one thing, the business if allowed to, can become...
Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from...]]>1987falsefullEstate Planning for Business Owners Ft. Attorney Micah Bonavirihttps://www.spreaker.com/episode/estate-planning-for-business-owners-ft-attorney-micah-bonaviri--51626096
============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/51626096Wed, 19 Oct 2022 19:38:53 +0000ENNIS Legacy PartnersWant to learn more? Go to: ennislp.com ============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis...
============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: 2064falsefullAn Alternative to Non-Qualified Deferred Compensation Plans Ft. Larry Bellhttps://www.spreaker.com/episode/an-alternative-to-non-qualified-deferred-compensation-plans-ft-larry-bell--51478475The program is a contract between the employer and the key employee for the payment of future benefits.

As we help Business owners plan for their exit nonqualified deferred compensation can be a very viable solution for attracting, retaining, and rewarding key employees. It can also be used as a key piece in structuring an internal sale of the business to either key employees or children.

However, Non-Qualified Deferred Compensation has a few disadvantages or planning challenges which we will mention today – and also today we are going to hear from an expert on an alternative solution that addresses the disadvantages and that’s what we are going to discuss today, An Alternative to Non-Qualified Deferred Compensation.

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/51478475Wed, 05 Oct 2022 19:00:02 +0000ENNIS Legacy PartnersNon-Qualified Deferred Compensation is an unfunded, unsecured promise by the employer to a key employee to pay compensation at a specific time or upon a specific event in the future. The program is a contract between the employer and the key...The program is a contract between the employer and the key employee for the payment of future benefits.

As we help Business owners plan for their exit nonqualified deferred compensation can be a very viable solution for attracting, retaining, and rewarding key employees. It can also be used as a key piece in structuring an internal sale of the business to either key employees or children.

However, Non-Qualified Deferred Compensation has a few disadvantages or planning challenges which we will mention today – and also today we are going to hear from an expert on an alternative solution that addresses the disadvantages and that’s what we are going to discuss today, An Alternative to Non-Qualified Deferred Compensation.

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the...]]>2783falsefullSelling Your Business to Insiders – Part Twohttps://www.spreaker.com/episode/selling-your-business-to-insiders-part-two--51337489
Today in Part Two we want to review some common mistakes that we would counsel against …

#1 – Selling too much stock too soon

#2 – Including too many employees in the key employees group

#3 – Including employees in the key employees group who don’t like each other

#4 – Communicating with the Insiders

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/51337489Wed, 21 Sep 2022 20:14:05 +0000ENNIS Legacy PartnersWe would strongly encourage listening to Part One which is Episode 102 if you’re at all thinking that a sale to insiders could be a possibility and you have yet to do so… Today in Part Two we want to review some common mistakes that we would...
Today in Part Two we want to review some common mistakes that we would counsel against …

#1 – Selling too much stock too soon

#2 – Including too many employees in the key employees group

#3 – Including employees in the key employees group who don’t like each other

#4 – Communicating with the Insiders

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1984falsefullSelling Your Business to Insiders - Part Onehttps://www.spreaker.com/episode/selling-your-business-to-insiders-part-one--51093978
Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/51093978Wed, 31 Aug 2022 19:00:01 +0000ENNIS Legacy PartnersIn the work we do, we are agnostic as to how an owner exits. We want to help the owner, or owners, first clarify and establish their financial and values-based goals for exit and then identify and plan for the exit route that will best attain their...
Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: 2224falsefullTesting the Waters Is A Bad Ideahttps://www.spreaker.com/episode/testing-the-waters-is-a-bad-idea--50942208
This is one of the areas, where the phrase “I don’t know what I don’t know” can result in a bad idea…

In his book, The Art of Selling Your Business, John Warrillow says, “you don’t want to put your business on the market unless you’re fully committed to seeing it through…”

A book we’d highly recommend by the way.

And that’s what we want to discuss today, Testing the Waters Is A Bad Idea.

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/50942208Wed, 17 Aug 2022 19:00:01 +0000ENNIS Legacy PartnersIt’s not unusual for us to hear from clients or prospective clients that they want to “test the waters” in selling their business. In other words, take it to market “as is” and see what happens. This is one of the areas, where the phrase “I don’t...
This is one of the areas, where the phrase “I don’t know what I don’t know” can result in a bad idea…

In his book, The Art of Selling Your Business, John Warrillow says, “you don’t want to put your business on the market unless you’re fully committed to seeing it through…”

A book we’d highly recommend by the way.

And that’s what we want to discuss today, Testing the Waters Is A Bad Idea.

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has...]]>1597falsefullBusiness Continuity: A Plan For The Unexpectedhttps://www.spreaker.com/episode/business-continuity-a-plan-for-the-unexpected--50817447
- Most business owners would want their business to continue... for at least a period of time... if they were to unexpectedly die or become permanently incapacitated.

- But all too often…due to a lack of pre-planning…the business dies when the owner can no longer be available due to one of these situations…impacting negatively the employees, customers, and all stakeholders…but most importantly the owner’s spouse and/or family.

- When it comes to exit planning, if it’s important to you that the business indeed continues if you don’t for reason…this really is the first area to focus on.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/50817447Wed, 03 Aug 2022 17:00:00 +0000ENNIS Legacy PartnersThe problem that we're going to be discussing today is your business continuing if you are no longer available to run it… - Most business owners would want their business to continue... for at least a period of time... if they were to unexpectedly...
- Most business owners would want their business to continue... for at least a period of time... if they were to unexpectedly die or become permanently incapacitated.

- But all too often…due to a lack of pre-planning…the business dies when the owner can no longer be available due to one of these situations…impacting negatively the employees, customers, and all stakeholders…but most importantly the owner’s spouse and/or family.

- When it comes to exit planning, if it’s important to you that the business indeed continues if you don’t for reason…this really is the first area to focus on.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1769falsefullWhy Do I Need To Start Planning Now???https://www.spreaker.com/episode/why-do-i-need-to-start-planning-now--50658692
Or perhaps you’ve had this thought, ”That sounds self-serving, get started planning today and, that’s fair it can sound self-serving but it’s probably the most important thing we say in any of these episodes"

So, we’re going to highlight today some clear reasons why it’s wise to start planning sooner rather than later today’s topic is
Why Do I Need To Start Planning Now???

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/50658692Wed, 20 Jul 2022 16:46:43 +0000ENNIS Legacy PartnersIf you’ve been a regular listener, you’ve heard our consistent exhortation to “start planning now! Because it takes longer than you think to get ready for a successful exit -- if you wait to begin planning until you’re quote ‘ready to exit’ then you...
Or perhaps you’ve had this thought, ”That sounds self-serving, get started planning today and, that’s fair it can sound self-serving but it’s probably the most important thing we say in any of these episodes"

So, we’re going to highlight today some clear reasons why it’s wise to start planning sooner rather than later today’s topic is
Why Do I Need To Start Planning Now???

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2420falsefullWorking Capital and Preparing for a Business Sale Negotiationhttps://www.spreaker.com/episode/working-capital-and-preparing-for-a-business-sale-negotiation--50420593
So we want to bring some clarity today to this important but often overlooked planning issue as we discuss Working Capital and Preparing for a Business Sale Negotiation

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/50420593Thu, 30 Jun 2022 17:19:13 +0000ENNIS Legacy PartnersAn issue that is important but often overlooked by business owners when preparing their business for a sale is working capital with owners we’ve worked with there has been at least confusion as to how working capital should be considered or treated if...
So we want to bring some clarity today to this important but often overlooked planning issue as we discuss Working Capital and Preparing for a Business Sale Negotiation

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1839falsefullDo You Have A Rembrandt In Your Business Attic? Ft. Erin Austinhttps://www.spreaker.com/episode/do-you-have-a-rembrandt-in-your-business-attic-ft-erin-austin--50217318
Just like many of the topics we discuss, it can be tough to know where to begin and some owners don’t have a clear understanding of what qualifies as IP, let alone how to monetize it creating value and growing revenue. Sometimes owners have extremely valuable IP that their not even aware of.

And so our topic today is “Do You Have a Rembrandt In Your Business Attic?”

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/50217318Wed, 15 Jun 2022 20:00:03 +0000ENNIS Legacy PartnersToday we want to talk about how accelerating business value and creating streams of revenue with your intellectual property or IP – this can easily be overlooked by small business owners…or if not overlooked completely, perhaps not prioritized as it...
Just like many of the topics we discuss, it can be tough to know where to begin and some owners don’t have a clear understanding of what qualifies as IP, let alone how to monetize it creating value and growing revenue. Sometimes owners have extremely valuable IP that their not even aware of.

And so our topic today is “Do You Have a Rembrandt In Your Business Attic?”

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1894falsefullSimplifying Your Website Marketing Strategy Ft. Michael “Buzz” Buzinskihttps://www.spreaker.com/episode/simplifying-your-website-marketing-strategy-ft-michael-buzz-buzinski--50026561
Perhaps your strategy has been word-of-mouth and referrals, or mailers, or email campaigns and you have a website that you also consider to be instrumental in marketing your business.

But your website is not creating revenue and you’re just not sure how to make that happen, or perhaps it just seems too complicated, so you haven’t taken any steps to make it happen.

And maybe you question whether it’s even worth the time and expense it would take generate any revenue from your site.

Well, we want to continue to bring clarity to this issue of websites and marketing strategies…so that’s what we’re going to talk about today.

Simplifying Your Website Marketing Strategy

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/50026561Wed, 01 Jun 2022 19:00:02 +0000ENNIS Legacy PartnersIn building value, of course a steady increase in revenues is a key driver of value, and increasing revenues always involves some level of marketing strategy. Perhaps your strategy has been word-of-mouth and referrals, or mailers, or email...
Perhaps your strategy has been word-of-mouth and referrals, or mailers, or email campaigns and you have a website that you also consider to be instrumental in marketing your business.

But your website is not creating revenue and you’re just not sure how to make that happen, or perhaps it just seems too complicated, so you haven’t taken any steps to make it happen.

And maybe you question whether it’s even worth the time and expense it would take generate any revenue from your site.

Well, we want to continue to bring clarity to this issue of websites and marketing strategies…so that’s what we’re going to talk about today.

Simplifying Your Website Marketing Strategy

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2214falsefullBoutique Professional Services Firms and Scalability Ft. Greg Alexanderhttps://www.spreaker.com/episode/boutique-professional-services-firms-and-scalability-ft-greg-alexander--49848666
Greg explains in The Boutique how to start, scale, and sell a professional services firm and he is a very credible source as he has done just that successfully launched, scaled, and then sold his professional services firm for nine figures.

In this episode we’re going to focus on growth and scalability with the hopes of having Greg back in the future to discuss exit.

Our topic today is Professional Services Firms and Scalability.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/49848666Wed, 18 May 2022 19:00:02 +0000ENNIS Legacy PartnersIn his book The Boutique, author Greg Alexander describes a Boutique professional services firm as being past the start-up stage but pre-scale. Examples being found in consulting, marketing, advertising, IT, etc. Basically, anyone that sells their...
Greg explains in The Boutique how to start, scale, and sell a professional services firm and he is a very credible source as he has done just that successfully launched, scaled, and then sold his professional services firm for nine figures.

In this episode we’re going to focus on growth and scalability with the hopes of having Greg back in the future to discuss exit.

Our topic today is Professional Services Firms and Scalability.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2356falsefull“Naming a Successor? That’s A Bit Difficult" Ft. Elizabeth Carr Ph. D. and Cherie Morris J.Dhttps://www.spreaker.com/episode/naming-a-successor-that-s-a-bit-difficult-ft-elizabeth-carr-ph-d-and-cherie-morris-j-d--49654588Elizabeth is the founder of Kentlands Psychotherapy which she launched in 2005 after serving six years as a Navy Clinical Psychologist. She continues to see some existing clients…but her role is now mostly one of leadership, administration, mentoring, and supervision of interns.

Cherie is a lawyer and now a full-time conflict coach and transformational mediator. She is a student of relationships and has expertise in advising individuals and couples on communication and co-parenting…as well as helping families and small businesses resolve conflict.
You can learn more about Cherie at www.Recompose.Us.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/49654588Wed, 04 May 2022 18:00:02 +0000ENNIS Legacy PartnersWe’re excited to have with us guests Elizabeth Carr Ph.D, and Attorney Cherie Morris. Elizabeth is the founder of Kentlands Psychotherapy which she launched in 2005 after serving six years as a Navy Clinical Psychologist. She continues to see some...Elizabeth is the founder of Kentlands Psychotherapy which she launched in 2005 after serving six years as a Navy Clinical Psychologist. She continues to see some existing clients…but her role is now mostly one of leadership, administration, mentoring, and supervision of interns.

Cherie is a lawyer and now a full-time conflict coach and transformational mediator. She is a student of relationships and has expertise in advising individuals and couples on communication and co-parenting…as well as helping families and small businesses resolve conflict.
You can learn more about Cherie at www.Recompose.Us.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2300falsefullThe Intersection of Business Reputation and Cyber Security Ft. Darren Hulemhttps://www.spreaker.com/episode/the-intersection-of-business-reputation-and-cyber-security-ft-darren-hulem--49494634
This is an area of risk management that we highlight at least annually because it’s so important and relevant. And if you’ve listened to any of the past episodes on the topic you’ve heard us mention the following statistics…

43% of cyber-attacks target small businesses.
60% of small businesses that are attacked go out of business within six months.
66% are concerned about cyber security risk.
While 47% say they have no understanding of how to protect themselves against attacks.

We want to help you build a business that can eventually be sold or transferred for maximum value --- and clearly if you experience a cyber attack…the chances of that happening are significantly reduced…

And today we are going to discuss how a cyber attack could negatively impact your business reputation…

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/49494634Wed, 20 Apr 2022 19:00:02 +0000ENNIS Legacy PartnersIn building a sellable business, you also need to “protect the value of your business” and continually manage areas of risk like the one we’re going to talk about today cyber security… This is an area of risk management that we highlight at least...
This is an area of risk management that we highlight at least annually because it’s so important and relevant. And if you’ve listened to any of the past episodes on the topic you’ve heard us mention the following statistics…

43% of cyber-attacks target small businesses.
60% of small businesses that are attacked go out of business within six months.
66% are concerned about cyber security risk.
While 47% say they have no understanding of how to protect themselves against attacks.

We want to help you build a business that can eventually be sold or transferred for maximum value --- and clearly if you experience a cyber attack…the chances of that happening are significantly reduced…

And today we are going to discuss how a cyber attack could negatively impact your business reputation…

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2195falsefullA Successful ESOP Story Ft. Kris DenBestenhttps://www.spreaker.com/episode/a-successful-esop-story-ft-kris-denbesten--49346504
We occasionally have Keith Apton of the Capitol ESOP Group on to review the pros and cons and inter-workings of an ESOP…and we’d suggest that anyone interested in ESOPs go back and listen to those episodes…but today our guest is right now experiencing an ESOP as a selling owner.

Todays’ topic is “A Successful ESOP Story” and our guest is Kris DenBesten, the past owner of Vermeer Southeast Sales and Service…which was a 2nd generation family business established in 1967 until the family sold to an ESOP three years ago…

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/49346504Wed, 06 Apr 2022 22:18:11 +0000ENNIS Legacy PartnersToday we’re going to hear from a gentleman who has indeed exited on his own terms and conditions with the successful implementation of an ESOP or Employee Stock Ownership Plan. We occasionally have Keith Apton of the Capitol ESOP Group on to review...
We occasionally have Keith Apton of the Capitol ESOP Group on to review the pros and cons and inter-workings of an ESOP…and we’d suggest that anyone interested in ESOPs go back and listen to those episodes…but today our guest is right now experiencing an ESOP as a selling owner.

Todays’ topic is “A Successful ESOP Story” and our guest is Kris DenBesten, the past owner of Vermeer Southeast Sales and Service…which was a 2nd generation family business established in 1967 until the family sold to an ESOP three years ago…

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2616falsefullMy Employees Want Equity…What Should I Do? Ft. Paul Younkinshttps://www.spreaker.com/episode/my-employees-want-equity-what-should-i-do-ft-paul-younkins--49257386
And, deciding on the right plans to incentivize those key employees to grow the company as well as stay with the company requires careful and thoughtful planning.

A very common question business owners face is when and if to award equity in their business to these key employees.

For start-ups with an established goal of exit within a period of time with the sale of the business…a key strategy could be awarding equity or options for equity at launch…but for other small businesses the decision may not be so easy…

And that’s our topic today… My Employees Want Equity…What Should I Do?

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/49257386Wed, 30 Mar 2022 19:38:18 +0000ENNIS Legacy PartnersIn building a sellable or transferable business a key value driver is a next level management team – a management team that can take your business to the next level of growth. And, deciding on the right plans to incentivize those key employees to...
And, deciding on the right plans to incentivize those key employees to grow the company as well as stay with the company requires careful and thoughtful planning.

A very common question business owners face is when and if to award equity in their business to these key employees.

For start-ups with an established goal of exit within a period of time with the sale of the business…a key strategy could be awarding equity or options for equity at launch…but for other small businesses the decision may not be so easy…

And that’s our topic today… My Employees Want Equity…What Should I Do?

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2494falsefullBuy-Side Considerations Ft. Laurie Barkmanhttps://www.spreaker.com/episode/buy-side-considerations-ft-laurie-barkman--49172796
Today we are going to discuss some considerations on the buy-side or when someone is interested in buying a business…

And, actually, buying a business, or having an acquisition strategy, may be part of your strategy for growth and building value…

We’re going to talk about why a business owner would consider growing through acquisition…common pitfalls on the buy-side M&A process…and how a transaction intermediary can be helpful in the process…

So that’s our topic today…Buy-Side Considerations

And our guest is Laurie Barkman of Stony Hill Advisors

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/49172796Wed, 23 Mar 2022 19:07:08 +0000ENNIS Legacy PartnersIf you’ve listened in before, you know that we mostly cover topics of interest to owners who want to accelerate and protect the value of their business and then exit it…which often results in a third party sale. Today we are going to discuss some...
Today we are going to discuss some considerations on the buy-side or when someone is interested in buying a business…

And, actually, buying a business, or having an acquisition strategy, may be part of your strategy for growth and building value…

We’re going to talk about why a business owner would consider growing through acquisition…common pitfalls on the buy-side M&A process…and how a transaction intermediary can be helpful in the process…

So that’s our topic today…Buy-Side Considerations

And our guest is Laurie Barkman of Stony Hill Advisors

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2145falsefullImproving Processes with The Right Technology Ft. Andrea Dunathanhttps://www.spreaker.com/episode/improving-processes-with-the-right-technology-ft-andrea-dunathan--48940238
But it can be real tough to know what tech solutions are right for your business when there is an endless list of options, and possibly even tougher to get them implemented once purchased.

So that’s our topic today… Improving Processes with The Right Technology

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/48940238Thu, 03 Mar 2022 20:50:55 +0000ENNIS Legacy PartnersIn building sellable or transferable value…there are key drivers of business value such as financial performance, a growth strategy, recurring revenue, a diversified customer base and strong systems and processes. And the right technology solutions...
But it can be real tough to know what tech solutions are right for your business when there is an endless list of options, and possibly even tougher to get them implemented once purchased.

So that’s our topic today… Improving Processes with The Right Technology

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2117falsefullThe Importance of Listening Skills in Building the Value of Your Business Ft. Christine Mileshttps://www.spreaker.com/episode/the-importance-of-listening-skills-in-building-the-value-of-your-business-ft-christine-miles--48761949
According to Branson, if you want to be a great leader, it’s more important to be a great listener than a great speaker because "nobody learned anything by hearing themselves speak."
And, working with small business owners we have found Sir Richard’s exhortation to have proven results.

The most successful business owners we work with the owners who realize consistent growth and profitability, build sellable value, and have happy employees and customers excel at listening.

They listen as much, if not more, than they talk, they understand “they don’t know what they don’t know” and how that can hurt their business in both the short and long-term, and so, they listen and seek to understand their employees, customers, suppliers, vendors and the advice provided by consultants and advisors.

We see it over and over and think it’s essential to building a sellable business and exiting on your own terms and conditions…

So out topic today is The Importance of Listening Skills in Building the Value of Your Business

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/48761949Wed, 16 Feb 2022 20:55:17 +0000ENNIS Legacy PartnersIn five words, Sir Richard Branson summed up his leadership credo in a Forbes interview: "Listen more than you talk." According to Branson, if you want to be a great leader, it’s more important to be a great listener than a great speaker because...
According to Branson, if you want to be a great leader, it’s more important to be a great listener than a great speaker because "nobody learned anything by hearing themselves speak."
And, working with small business owners we have found Sir Richard’s exhortation to have proven results.

The most successful business owners we work with the owners who realize consistent growth and profitability, build sellable value, and have happy employees and customers excel at listening.

They listen as much, if not more, than they talk, they understand “they don’t know what they don’t know” and how that can hurt their business in both the short and long-term, and so, they listen and seek to understand their employees, customers, suppliers, vendors and the advice provided by consultants and advisors.

We see it over and over and think it’s essential to building a sellable business and exiting on your own terms and conditions…

So out topic today is The Importance of Listening Skills in Building the Value of Your Business

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1529falsefullWrong Assumptions Resulting in Bad Exits Ft. John Dinihttps://www.spreaker.com/episode/wrong-assumptions-resulting-in-bad-exits-ft-john-dini--48560805
And because owners don’t know what they don’t know they need help identifying their assumptions how those assumptions can negatively impact their eventual exit…and that is a big part of our job, which is why our topic today is Wrong Assumptions Resulting in Bad Exits

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/48560805Wed, 02 Feb 2022 20:00:03 +0000ENNIS Legacy PartnersOne of our key value adds to client engagements is identifying and testing business owner assumptions pertaining to the exit of their business. Wrong assumptions can result in an unsuccessful or even bad exit. Assumptions about timing, potential...
And because owners don’t know what they don’t know they need help identifying their assumptions how those assumptions can negatively impact their eventual exit…and that is a big part of our job, which is why our topic today is Wrong Assumptions Resulting in Bad Exits

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1883falsefullKey Takeaways from the 2021 10X Exit Plan Summit Ft. Scott Dukehttps://www.spreaker.com/episode/key-takeaways-from-the-2021-10x-exit-plan-summit-ft-scott-duke--48367339
Having built 11 companies, Scott is a lifetime entrepreneur. From hot dog carts to radio stations and multi-location sports facilities. Currently, Scott is the owner of OpnRoad, an M&A advisory firm servicing the construction sector.

He is also the founder of Welstand Business Brokers and the managing broker of a chain of property management companies in BC, Canada. You can find Scott on his YouTube channel - The Happy Dealmaker - at the annual exit plan industry conference he founded - 10XLIVE - or on LinkedIn @thehappydealmaker.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/48367339Wed, 19 Jan 2022 21:00:03 +0000ENNIS Legacy PartnersIn 2021, Walter and I both participated as Speakers in an impactful virtual exit planning conference 10X Live – The Exit Plan Summit, founded and hosted by today’s guest Scott Duke… Having built 11 companies, Scott is a lifetime entrepreneur. From...
Having built 11 companies, Scott is a lifetime entrepreneur. From hot dog carts to radio stations and multi-location sports facilities. Currently, Scott is the owner of OpnRoad, an M&A advisory firm servicing the construction sector.

He is also the founder of Welstand Business Brokers and the managing broker of a chain of property management companies in BC, Canada. You can find Scott on his YouTube channel - The Happy Dealmaker - at the annual exit plan industry conference he founded - 10XLIVE - or on LinkedIn @thehappydealmaker.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1828falsefullForm 8594 and Negotiating the Sale of Your Businesshttps://www.spreaker.com/episode/form-8594-and-negotiating-the-sale-of-your-business--48183099
It might serve to first review the different types of transactions:

- Stock sale
- Asset sale
-Stock sale taxed like an asset sale (338)(h)(10) election.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/48183099Wed, 05 Jan 2022 23:04:32 +0000ENNIS Legacy PartnersToday’s goal is to help you understand the importance of IRS Tax Form 8594 in preparing for sale of your business to a third party… It might serve to first review the different types of transactions: - Stock sale - Asset sale -Stock sale taxed like...
It might serve to first review the different types of transactions:

- Stock sale
- Asset sale
-Stock sale taxed like an asset sale (338)(h)(10) election.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1394falsefullAn Exit Planning Checklist for 2022https://www.spreaker.com/episode/an-exit-planning-checklist-for-2022--47936842
However, like any strategic plan, it can be tough to know how and where to begin.
So that’s our topic for today’s discussion: An Exit Planning Checklist for 2022.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/47936842Wed, 15 Dec 2021 19:53:18 +0000ENNIS Legacy PartnersIf you’ve listened in at any time in the past, you’ve heard us mention the certainty that all business owners will stop being business owners at some point, and so there is no better time to begin planning for the inevitable than the present. The...
However, like any strategic plan, it can be tough to know how and where to begin.
So that’s our topic for today’s discussion: An Exit Planning Checklist for 2022.

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1558falsefullDue Diligence and Quality of Earnings Analysishttps://www.spreaker.com/episode/due-diligence-and-quality-of-earnings-analysis--47742890
So we know what it’s like to be in a conversation with one or more tech folks when they start with the tech jargon as if we know what they’re talking about stuff like Electronic Data Interchange, Code-Free Interface, and a lot of times its acronyms like ETLs, APIs, CSVs…

Well we can tend to do the same thing can’t we with terms like GRATs, ESOPs and of course EBITDA, we can wrongly assume that owners know what these things mean.

So today, we’re going to define a term or phrase that we that we use often that not all owners are familiar with and yet is very important to understand in building a business that’s sellable and then successfully exiting, Quality of Earnings.

The topic today is Due Diligence and Quality of Earnings Analysis

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/47742890Wed, 01 Dec 2021 20:30:02 +0000ENNIS Legacy PartnersWe are not at all experts on programming, coding or coding language. So we know what it’s like to be in a conversation with one or more tech folks when they start with the tech jargon as if we know what they’re talking about stuff like Electronic...
So we know what it’s like to be in a conversation with one or more tech folks when they start with the tech jargon as if we know what they’re talking about stuff like Electronic Data Interchange, Code-Free Interface, and a lot of times its acronyms like ETLs, APIs, CSVs…

Well we can tend to do the same thing can’t we with terms like GRATs, ESOPs and of course EBITDA, we can wrongly assume that owners know what these things mean.

So today, we’re going to define a term or phrase that we that we use often that not all owners are familiar with and yet is very important to understand in building a business that’s sellable and then successfully exiting, Quality of Earnings.

The topic today is Due Diligence and Quality of Earnings Analysis

Want to learn more? Go to: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1801falsefullHow a Lack of Planning Can Impact Your Surviving Spouse and Family Ft. Stuart Sorkinhttps://www.spreaker.com/episode/how-a-lack-of-planning-can-impact-your-surviving-spouse-and-family-ft-stuart-sorkin--47524068
Stuart is the co-author of “Expensive Mistakes When Buying and Selling Companies...and How to Avoid Them in Your Deals” which we highly recommend and he has more than 30 years of experience in legal work pertaining to business transactions and exits so he’s a perfect guest for today’s topic.

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/47524068Wed, 17 Nov 2021 20:30:16 +0000ENNIS Legacy PartnersThis week, we received a letter from a listener asking us to help encourage her husband to begin planning for their exit from their business. And joining us to discuss this critical issue is friend and Attorney Stuart Sorkin. Stuart is the founder of...
Stuart is the co-author of “Expensive Mistakes When Buying and Selling Companies...and How to Avoid Them in Your Deals” which we highly recommend and he has more than 30 years of experience in legal work pertaining to business transactions and exits so he’s a perfect guest for today’s topic.

Want to learn more? Go to: ennislp.com

============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the...]]>2366falsefullTax Implications of Corporate Reorganizationshttps://www.spreaker.com/episode/tax-implications-of-corporate-reorganizations--47300347
============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/47300347Wed, 03 Nov 2021 21:20:21 +0000ENNIS Legacy PartnersWant to learn more? Go to: ennislp.com ============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis...
============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.
About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: 1914falsefullWhy Manager Training Is More Important Than Ever Ft. Marc Engelhttps://www.spreaker.com/episode/why-manager-training-is-more-important-than-ever-ft-marc-engel--47066715
============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.

About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness

============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/47066715Wed, 20 Oct 2021 19:00:04 +0000ENNIS Legacy PartnersWant to learn more? Go to: ennislp.com ============================================ “We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis...
============================================

“We want you to help you build a business that is sellable and exit
successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇

CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD-

Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq

============================================

About Pat:
With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully.
Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan.
Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile.
Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church.

About Walter:
Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business.
Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg

ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: 2184falsefullImproving Profitability & Efficiency with The Right Technology Ft. Scott Hobbshttps://www.spreaker.com/episode/improving-profitability-efficiency-with-the-right-technology-ft-scott-hobbs--46744492
and there’s nothing more important these days when it comes to having the right systems in place…than having the right technology in place….everything from the right network to the right phone systems…

And we have found that it can be intimidating and confusing for small business owners to know what to do and when to do it…

and we’re going to remove some of the mystery and confusion with today’s topic and conversation…

Improving Profitability & Efficiency with The Right Technology

And our guest is Scott Hobbs, President and Founder of Comtech Systems here in Montgomery County MD…

ComTech Systems Inc. is a full-service provider of IT solutions including:
Managed IT Solutions:
Voice Solutions:
Cloud Solutions:
Custom IT
Virtual CIO Services
They specialize in legal, HVAC, medical, and financial businesses but can serve any small business or non-profit.

Scott is a Montgomery County, MD native and founded Comtech in 1985 with his brother Dennis. They started as a phone system provider and have grown to provide a comprehensive suite of IT and Voice Solutions for many clients in VA, MD and Wash DC.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/46744492Wed, 29 Sep 2021 18:00:19 +0000ENNIS Legacy PartnersA key value driver for a business that will be sellable for a higher multiple is improving the sustainability of future cash flows with strong operating systems…systems that increase efficiency, effectiveness and consistency in all aspects of business...
and there’s nothing more important these days when it comes to having the right systems in place…than having the right technology in place….everything from the right network to the right phone systems…

And we have found that it can be intimidating and confusing for small business owners to know what to do and when to do it…

and we’re going to remove some of the mystery and confusion with today’s topic and conversation…

Improving Profitability & Efficiency with The Right Technology

And our guest is Scott Hobbs, President and Founder of Comtech Systems here in Montgomery County MD…

ComTech Systems Inc. is a full-service provider of IT solutions including:
Managed IT Solutions:
Voice Solutions:
Cloud Solutions:
Custom IT
Virtual CIO Services
They specialize in legal, HVAC, medical, and financial businesses but can serve any small business or non-profit.

Scott is a Montgomery County, MD native and founded Comtech in 1985 with his brother Dennis. They started as a phone system provider and have grown to provide a comprehensive suite of IT and Voice Solutions for many clients in VA, MD and Wash DC.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1883falsefullLegal and Tax Considerations When Structuring an Insider Sale Ft. Mark Schweighoferhttps://www.spreaker.com/episode/legal-and-tax-considerations-when-structuring-an-insider-sale-ft-mark-schweighofer--46534808
Planning a sale to insiders is not without risk including issues like "are the insiders willing AND capable?" or tax and legal considerations.

We have learned that owners often assume that a transfer to insiders would be much easier to make happen than a sale to a third party…

And that couldn’t be further from the truth as there are many potential pitfalls to plan for such as what we’re going to discuss today…

Today’s topic is the Legal and Tax Considerations When Structuring an Insider Sale

And our guest today is Mark Schweighofer, Tax Attorney at the law firm Stein Sperling in Rockville MD

Mark has extensive experience with international tax matters and assists both domestic and foreign clients in structuring their affairs with sensitivity to U.S. income tax considerations. He represents clients before the Internal Revenue Service on complex tax controversy issues in myriad areas, including partnership and corporate income tax examinations, employment taxes and personal income tax matters.

Mark especially enjoys working with clients transitioning their businesses. He is a frequent speaker on issues surrounding the selling and monetizing of such assets

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/46534808Wed, 15 Sep 2021 18:00:14 +0000ENNIS Legacy PartnersA fairly significant percentage of the business owners we talk to and work with, have some level of interest in potentially selling their business to insiders key employees who have helped build the business. Co-owners who also work in the business or...
Planning a sale to insiders is not without risk including issues like "are the insiders willing AND capable?" or tax and legal considerations.

We have learned that owners often assume that a transfer to insiders would be much easier to make happen than a sale to a third party…

And that couldn’t be further from the truth as there are many potential pitfalls to plan for such as what we’re going to discuss today…

Today’s topic is the Legal and Tax Considerations When Structuring an Insider Sale

And our guest today is Mark Schweighofer, Tax Attorney at the law firm Stein Sperling in Rockville MD

Mark has extensive experience with international tax matters and assists both domestic and foreign clients in structuring their affairs with sensitivity to U.S. income tax considerations. He represents clients before the Internal Revenue Service on complex tax controversy issues in myriad areas, including partnership and corporate income tax examinations, employment taxes and personal income tax matters.

Mark especially enjoys working with clients transitioning their businesses. He is a frequent speaker on issues surrounding the selling and monetizing of such assets

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2321falsefullImproving Your Marketing Strategy in the Midst of Rapid Change Ft. Tobin Lehmanhttps://www.spreaker.com/episode/improving-your-marketing-strategy-in-the-midst-of-rapid-change-ft-tobin-lehman--46336881
And they find including the marketing piece…and more specifically digital marketing…in their long-term plan for growth difficult…because it just seems to change…or need to change often…

So we are going to talk about marketing and creating a plan that’s indeed executable again today…we’ve regularly had marketing pros on the podcast and will continue to as it’s so important and constantly changing.

So that’s our topic today… Improving Your Marketing Strategy in the Midst of Rapid Change

And our guest is Tobin Lehman who is the Founder and Owner of New North…

Tobin is an author and the founder of New North, an award-winning digital marketing agency dedicated to helping B2B technology firms grow.

He has over two decades of working with brands like Southern States, Pfizer, Thermo Fisher Scientific, Kimberly Clark, and a host of others, and has earned an industry reputation for taking the mystery out of marketing with clear strategies and real results.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/46336881Thu, 02 Sep 2021 00:30:13 +0000ENNIS Legacy PartnersOne of the areas we certainly don’t have expertise in, but our business owner clients continually struggle with is creating and executing on a marketing plan. And they find including the marketing piece…and more specifically digital marketing…in...
And they find including the marketing piece…and more specifically digital marketing…in their long-term plan for growth difficult…because it just seems to change…or need to change often…

So we are going to talk about marketing and creating a plan that’s indeed executable again today…we’ve regularly had marketing pros on the podcast and will continue to as it’s so important and constantly changing.

So that’s our topic today… Improving Your Marketing Strategy in the Midst of Rapid Change

And our guest is Tobin Lehman who is the Founder and Owner of New North…

Tobin is an author and the founder of New North, an award-winning digital marketing agency dedicated to helping B2B technology firms grow.

He has over two decades of working with brands like Southern States, Pfizer, Thermo Fisher Scientific, Kimberly Clark, and a host of others, and has earned an industry reputation for taking the mystery out of marketing with clear strategies and real results.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2285falsefull“When You Start Making A Big Decision, First Talk with The People Involved” Ft. Sam Klaidmanhttps://www.spreaker.com/episode/when-you-start-making-a-big-decision-first-talk-with-the-people-involved-ft-sam-klaidman--46236597
Our guest is Sam Klaidman of Middlesex Consulting.

Sam has a has a BS in Aerospace and Aeronautical Engineering and has held positions as an Experimental Physicist, missile test engineer, Manufacturing Engineering Manager, Master Scheduler, VP Manufacturing, VP Customer Service, and is currently the Founder and Principal Adviser at Middlesex Consulting.

At Middlesex Consulting Sam works with organizations that help equipment owners maintain their equipment and maximize their equipment uptime.

Sam has consulted with Fortune 500 companies like GE, Pfizer, Corning, and Honeywell as well as many small and midsize businesses in a broad range of industries. Many of his SMB clients are privately held and still controlled by members of the founding family.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/46236597Wed, 25 Aug 2021 19:30:18 +0000ENNIS Legacy PartnersOur topic today is “When You Start Making A Big Decision, First Talk with The People Involved” Our guest is Sam Klaidman of Middlesex Consulting. Sam has a has a BS in Aerospace and Aeronautical Engineering and has held positions as an Experimental...
Our guest is Sam Klaidman of Middlesex Consulting.

Sam has a has a BS in Aerospace and Aeronautical Engineering and has held positions as an Experimental Physicist, missile test engineer, Manufacturing Engineering Manager, Master Scheduler, VP Manufacturing, VP Customer Service, and is currently the Founder and Principal Adviser at Middlesex Consulting.

At Middlesex Consulting Sam works with organizations that help equipment owners maintain their equipment and maximize their equipment uptime.

Sam has consulted with Fortune 500 companies like GE, Pfizer, Corning, and Honeywell as well as many small and midsize businesses in a broad range of industries. Many of his SMB clients are privately held and still controlled by members of the founding family.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1972falsefullAccrual Accounting Versus Cash Basis Accounting and Your Exithttps://www.spreaker.com/episode/accrual-accounting-versus-cash-basis-accounting-and-your-exit--46055028
We want to review the differences of each method and when one method should be used over the other in building your business and then planning to exit…

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/46055028Wed, 11 Aug 2021 17:28:28 +0000ENNIS Legacy PartnersThere are not many absolutes when it comes to owning a business but one thing is absolutely certai all business owners will stop being business owners at some point 100%. We want to help you exit successfully on your own terms and conditions with the...
We want to review the differences of each method and when one method should be used over the other in building your business and then planning to exit…

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2081falsefullBuilding Sellable Value Through Objectives and Key Results (OKRs) Tim Meinhardthttps://www.spreaker.com/episode/building-sellable-value-through-objectives-and-key-results-okrs-tim-meinhardt--45789520
Currently, Atruity is directly involved in facilitating OKR programs with organizations with a combined annual revenue exceeding 7+ billion dollars. He speaks globally about Objectives and Key Results and has a podcast the OKRs and A Podcast where he interviews and discusses OKRs with thought leaders and OKR experts from around the world. Tim has been consulting for a long time over 17 years and has acted as CEO, COO and CFO for several organizations.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/45789520Wed, 21 Jul 2021 19:00:07 +0000ENNIS Legacy PartnersOur guest is Tim Meinhardt who leads a team of OKR experts in serving enterprises of all sizes from start-ups to publically-traded companies Tim is the President and CEO of Atruity, one of the world and leading providers of enterprise OKR...
Currently, Atruity is directly involved in facilitating OKR programs with organizations with a combined annual revenue exceeding 7+ billion dollars. He speaks globally about Objectives and Key Results and has a podcast the OKRs and A Podcast where he interviews and discusses OKRs with thought leaders and OKR experts from around the world. Tim has been consulting for a long time over 17 years and has acted as CEO, COO and CFO for several organizations.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1894falsefullThe Importance of Sales & Revenue Growth for a Successful Exit Ft. Chris Tullyhttps://www.spreaker.com/episode/the-importance-of-sales-revenue-growth-for-a-successful-exit-ft-chris-tully--45513077
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/45513077Wed, 30 Jun 2021 17:47:30 +0000ENNIS Legacy PartnersChris Tully is founder and President of Sales Growth Advisors, a sales consulting firm focused on growing its customers’ top line revenue utilizing strategies proven across 30 years of corporate sales leadership roles. Sales Growth Advisors provides...
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2027falsefullWhat Makes A Small Business "Bankable"? Ft. Afreen Husainhttps://www.spreaker.com/episode/what-makes-a-small-business-bankable-ft-afreen-husain--45331549
Afreen specializes in serving business owners with Commercial

Mortgages, Commercial Lines of Credit, Term Loans as well as

Deposit Solutions for Checking and Savings.

Her clients include:

►Small to Mid-sized businesses

►Professional firms such as Accounting and Law Firms and

Medical & Dental Practices

►Construction Industry and Specialty Contractors

►Commercial Property owners and buyers

And we know from experience that Afreen has a passion for

helping small businesses grow! Her personal mission is to help

you make the most of your time and money! Which is always a

good thing…

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/45331549Wed, 16 Jun 2021 21:39:38 +0000ENNIS Legacy PartnersOur guest is our friend Afreen Husain of M&T Bank. Afreen specializes in serving business owners with Commercial Mortgages, Commercial Lines of Credit, Term Loans as well as Deposit Solutions for Checking and Savings. Her clients include: ►Small...
Afreen specializes in serving business owners with Commercial

Mortgages, Commercial Lines of Credit, Term Loans as well as

Deposit Solutions for Checking and Savings.

Her clients include:

►Small to Mid-sized businesses

►Professional firms such as Accounting and Law Firms and

Medical & Dental Practices

►Construction Industry and Specialty Contractors

►Commercial Property owners and buyers

And we know from experience that Afreen has a passion for

helping small businesses grow! Her personal mission is to help

you make the most of your time and money! Which is always a

good thing…

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1584falsefullEnsuring Tomorrow: How to Effectively Choose and Prepare Your Successor Ft. Michael Beckhttps://www.spreaker.com/episode/ensuring-tomorrow-how-to-effectively-choose-and-prepare-your-successor-ft-michael-beck--45138050
1) Sale to a third-party.
2) Sale to insiders.
3) Sale or
transfer to children or family.
4) Sale to an ESOP.

Today’s topic really has impact on each of these exit options because to have a sellable or transferable business which is foundational for success in any of the before mentioned exit routes it really helps if the owner has identified and equipped a successor to run the business without the owner so that the business is not too dependent on the owner…

Michael Beck is an executive strategist, author and president of Eliciting Excellence, a firm specializing in the assessment, development, and recruiting of successors. He and his team work with leaders who will be taking over the running of a company in order to improve interpersonal skills, strategic thinking, and judgment. Michael's credentials include an MBA in Finance from the
Wharton School of Business along with degrees in Engineering from the University of Pennsylvania. He has worked both domestically and internationally with a wide range of clients from diverse industries. Eliciting Excellence offers assessments and executive coaching, all
designed to help successors succeed and owners get paid.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/45138050Wed, 02 Jun 2021 19:00:03 +0000ENNIS Legacy PartnersThe four exit routes or paths most referred to on this podcast are… 1) Sale to a third-party. 2) Sale to insiders. 3) Sale or transfer to children or family. 4) Sale to an ESOP. Today’s topic really has impact on each of these exit options...
1) Sale to a third-party.
2) Sale to insiders.
3) Sale or
transfer to children or family.
4) Sale to an ESOP.

Today’s topic really has impact on each of these exit options because to have a sellable or transferable business which is foundational for success in any of the before mentioned exit routes it really helps if the owner has identified and equipped a successor to run the business without the owner so that the business is not too dependent on the owner…

Michael Beck is an executive strategist, author and president of Eliciting Excellence, a firm specializing in the assessment, development, and recruiting of successors. He and his team work with leaders who will be taking over the running of a company in order to improve interpersonal skills, strategic thinking, and judgment. Michael's credentials include an MBA in Finance from the
Wharton School of Business along with degrees in Engineering from the University of Pennsylvania. He has worked both domestically and internationally with a wide range of clients from diverse industries. Eliciting Excellence offers assessments and executive coaching, all
designed to help successors succeed and owners get paid.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1721falsefullThe 10 Biggest Profit Mistakes Ft. Michelle Seiler Tuckerhttps://www.spreaker.com/episode/the-10-biggest-profit-mistakes-ft-michelle-seiler-tucker--44910280
In our last episode we discussed marketing with Liz Johnson and how an impactful strategy can help in growing sales and revenue or the top line of your P&L.

Today we’re going to focus more on the bottom-line profitability.

Our topic is The 10 Biggest Profit Mistakes
and our guest is Michelle Seiler Tucker, Founder & CEO of Seiler Tucker Incorporated.

Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated. She holds the M&AMI (Mergers & Acquisitions Master Intermediary) title, as well as Certified Mergers and Acquisitions Professional (CM&AP) and Certified Senior Business Analyst (CSBA). Michelle also owns many other businesses in several different industries. And as a 20-year veteran in the M&A industry she has been involved with the sale of over a thousand businesses in almost every vertical.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/44910280Wed, 19 May 2021 17:30:04 +0000ENNIS Legacy PartnersWe talk a lot about strong financial performance as being probably the most key driver in building sellable value. In our last episode we discussed marketing with Liz Johnson and how an impactful strategy can help in growing sales and revenue or the...
In our last episode we discussed marketing with Liz Johnson and how an impactful strategy can help in growing sales and revenue or the top line of your P&L.

Today we’re going to focus more on the bottom-line profitability.

Our topic is The 10 Biggest Profit Mistakes
and our guest is Michelle Seiler Tucker, Founder & CEO of Seiler Tucker Incorporated.

Michelle Seiler Tucker is the Founder and CEO of Seiler Tucker Incorporated. She holds the M&AMI (Mergers & Acquisitions Master Intermediary) title, as well as Certified Mergers and Acquisitions Professional (CM&AP) and Certified Senior Business Analyst (CSBA). Michelle also owns many other businesses in several different industries. And as a 20-year veteran in the M&A industry she has been involved with the sale of over a thousand businesses in almost every vertical.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1552falsefullYour Guide to Successful Branding Ft. Liz Johnsonhttps://www.spreaker.com/episode/your-guide-to-successful-branding-ft-liz-johnson--44662541this episode we’re going to discuss how the successful branding
of your business can make a huge impact on your business
growth and value.

Our topic is Your Guide to Successful Branding and our guest
is Liz Johnson, President and Principal Consultant at Mountain View
Marketing.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/44662541Thu, 06 May 2021 15:44:54 +0000ENNIS Legacy PartnersBusiness value and growth are key to a successful exit and in this episode we’re going to discuss how the successful branding of your business can make a huge impact on your business growth and value. Our topic is Your Guide to Successful Branding...this episode we’re going to discuss how the successful branding
of your business can make a huge impact on your business
growth and value.

Our topic is Your Guide to Successful Branding and our guest
is Liz Johnson, President and Principal Consultant at Mountain View
Marketing.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2011falsefullProfits Interest as Key Employee Incentive-Based Compensationhttps://www.spreaker.com/episode/profits-interest-as-key-employee-incentive-based-compensation--44427416
That involves key value drivers like strong financial performance, a next level management team, product and service differentiation, and a plan for future growth among other value drivers...

And a strategy that you can and should employ is to rightly incentivize your employees who are going to make growth and profitability happen…

As an owner, you will want to make sure the goals of your key employees are aligned with your goals for exit and growth…and then incentivize them appropriately to attain those goals…

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/44427416Wed, 21 Apr 2021 20:30:29 +0000ENNIS Legacy PartnersIf you have a business that is not a lifestyle business…a business that you want to get value out of eventually for retirement or any other purpose…and/or you want to have as many options for exit as possible…you will need to build your business so...
That involves key value drivers like strong financial performance, a next level management team, product and service differentiation, and a plan for future growth among other value drivers...

And a strategy that you can and should employ is to rightly incentivize your employees who are going to make growth and profitability happen…

As an owner, you will want to make sure the goals of your key employees are aligned with your goals for exit and growth…and then incentivize them appropriately to attain those goals…

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1643falsefullWho Am I Without My Business? Ft. Denise Loganhttps://www.spreaker.com/episode/who-am-i-without-my-business-ft-denise-logan--44131550
And you might think it would be largely due to how much money they received from the deal…but that isn’t it is it…at least most of the time…

It’s a key piece of exit planning that can easily get short-changed or even neglected completely.

But not today…as our topic is What Am I Without My Business???

And, we have with us an expert in this practice area…someone who is often referred to as “The Seller’s Whisperer”…

Denise Logan is an award-winning professional speaker and author of The Seller’s Journey: A Business Fable about Navigating the Emotional Obstacles to Selling Your Business

Denise has addressed audiences on three continents about the psychology of business owners and how to make it easier when the time comes to let go.

For twenty-years she has been focused on the intersection of work, money, and meaning and how it is reflected in the legacies of today’s business leaders.

And, hence, she’s been very successful in shifting the perspectives of both business owners, and their advisors, when needed in order to keep deals from falling apart.

And she has a fascinating background which includes building and leading a Washington DC area law firm until she ran off in a motorhome to answer the question, “What do I do with myself now???”

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/44131550Wed, 31 Mar 2021 17:00:18 +0000ENNIS Legacy PartnersNot a few times have we’ve mentioned on this podcast how a very high percentage of business owners are miserable within two years of leaving their business… And you might think it would be largely due to how much money they received from the deal…but...
And you might think it would be largely due to how much money they received from the deal…but that isn’t it is it…at least most of the time…

It’s a key piece of exit planning that can easily get short-changed or even neglected completely.

But not today…as our topic is What Am I Without My Business???

And, we have with us an expert in this practice area…someone who is often referred to as “The Seller’s Whisperer”…

Denise Logan is an award-winning professional speaker and author of The Seller’s Journey: A Business Fable about Navigating the Emotional Obstacles to Selling Your Business

Denise has addressed audiences on three continents about the psychology of business owners and how to make it easier when the time comes to let go.

For twenty-years she has been focused on the intersection of work, money, and meaning and how it is reflected in the legacies of today’s business leaders.

And, hence, she’s been very successful in shifting the perspectives of both business owners, and their advisors, when needed in order to keep deals from falling apart.

And she has a fascinating background which includes building and leading a Washington DC area law firm until she ran off in a motorhome to answer the question, “What do I do with myself now???”

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2264falsefullExiting Your Business Post-Covidhttps://www.spreaker.com/episode/exiting-your-business-post-covid--43937080
It’s been a tough stretch, and continues to be.

There were not a few owners who, before the crisis, were hoping and planning to exit their businesses soon. Owners who now are forced have put it off retirement or transitioning out for the foreseeable future. There are others who, again due to the crisis, are more desirous of exiting now than they were prior to the crisis, they simply don’t want to go through another crisis.

So today we’re going to have a conversation around Exiting Your Business Post-Covid: What you need to be thinking about regarding your exit plan as we more and more pull out of the crisis and return to some level of normal.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/43937080Wed, 17 Mar 2021 18:52:49 +0000ENNIS Legacy PartnersIt’s been one year since the Covid Crisis struck and for many, if not most, small business owners, it has felt more like five years in many ways. The nature of the crisis was unprecedented really with unique challenges having to do with working from...
It’s been a tough stretch, and continues to be.

There were not a few owners who, before the crisis, were hoping and planning to exit their businesses soon. Owners who now are forced have put it off retirement or transitioning out for the foreseeable future. There are others who, again due to the crisis, are more desirous of exiting now than they were prior to the crisis, they simply don’t want to go through another crisis.

So today we’re going to have a conversation around Exiting Your Business Post-Covid: What you need to be thinking about regarding your exit plan as we more and more pull out of the crisis and return to some level of normal.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1858falsefullHow to Sell A B2B Services Business for Top Dollar Without an Earnout Ft. Pete Martinhttps://www.spreaker.com/episode/how-to-sell-a-b2b-services-business-for-top-dollar-without-an-earnout-ft-pete-martin--43721806Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/43721806Wed, 03 Mar 2021 18:00:13 +0000ENNIS Legacy Partners2529falsefullCommon Mistakes Business Owners Make Ft. Scott Bushkiehttps://www.spreaker.com/episode/common-mistakes-business-owners-make-ft-scott-bushkie--43511806
For example, one area often neglected until it’s too late is the
work you do in tax planning. It is very easy for a business owner
to make very expensive tax planning mistakes…

Not just when they are actually realizing a transaction…but also in how they
manage their tax situation for an eventual transaction…

But, tax planning is just one of many areas an owner can make
expensive mistakes in selling their business to a third party…. and
that’s what we want to discuss today, “Common Mistakes
Business Owners Make”

Our guest today is Scott Bushkie of Cornerstone Business Advisors located in Green Bay, Wisconsin Scott is the Managing Partner and Founder of Cornerstone Business Services. With more than 20 years in the M&A industry, he is a recognized leader in the field providing exit sell- and buy-
side transitions, along with valuation services in the lower middle market.

Scott has successfully executed hundreds of transactions, domestically and internationally. He has also founded the Cornerstone International Alliance, a group of premier firms serving the lower-middle market.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/43511806Wed, 17 Feb 2021 18:00:13 +0000ENNIS Legacy PartnersMuch of what we do in serving business owners, is helping them avoid costly or even destructive mistakes. Mistakes in how they build the business as well as how they exit… For example, one area often neglected until it’s too late is the work you do...
For example, one area often neglected until it’s too late is the
work you do in tax planning. It is very easy for a business owner
to make very expensive tax planning mistakes…

Not just when they are actually realizing a transaction…but also in how they
manage their tax situation for an eventual transaction…

But, tax planning is just one of many areas an owner can make
expensive mistakes in selling their business to a third party…. and
that’s what we want to discuss today, “Common Mistakes
Business Owners Make”

Our guest today is Scott Bushkie of Cornerstone Business Advisors located in Green Bay, Wisconsin Scott is the Managing Partner and Founder of Cornerstone Business Services. With more than 20 years in the M&A industry, he is a recognized leader in the field providing exit sell- and buy-
side transitions, along with valuation services in the lower middle market.

Scott has successfully executed hundreds of transactions, domestically and internationally. He has also founded the Cornerstone International Alliance, a group of premier firms serving the lower-middle market.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2191falsefullPhantom Stock as an Employee Incentive Plan Ft. Paolo Pasicolanhttps://www.spreaker.com/episode/phantom-stock-as-an-employee-incentive-plan-ft-paolo-pasicolan--43269520that is sellable you need strong financial performance. One strategy that an owner can employ to ensure strong financial performance is implementing the right employee incentive compensation that aligns with the owner’s goals for growth...

One of the plans often used to accomplish this is a cash-based incentive plan called Phantom Stock And that’s our topic today… Phantom Stock as an Employee Incentive Plan and we are excited to have with us Paolo Pasicolan of the law firm Miles and Stockbridge Paolo has law expertise in executive compensation, employee benefits, tax, and ERISA litigation and his his clients have
included large and small private and public foreign and domestic companies, partnerships, non-profit organizations, governmental entities, churches, plan fiduciaries, and individuals.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/43269520Wed, 03 Feb 2021 20:00:07 +0000ENNIS Legacy PartnersWe know that building a sellable or transferable business not only helps an owner enjoy more freedom and control in the business today but it is also foundational for an owner to eventually realize a successful exit from the business and, it doesn’t...that is sellable you need strong financial performance. One strategy that an owner can employ to ensure strong financial performance is implementing the right employee incentive compensation that aligns with the owner’s goals for growth...

One of the plans often used to accomplish this is a cash-based incentive plan called Phantom Stock And that’s our topic today… Phantom Stock as an Employee Incentive Plan and we are excited to have with us Paolo Pasicolan of the law firm Miles and Stockbridge Paolo has law expertise in executive compensation, employee benefits, tax, and ERISA litigation and his his clients have
included large and small private and public foreign and domestic companies, partnerships, non-profit organizations, governmental entities, churches, plan fiduciaries, and individuals.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1980falsefullGrowing Up Through Value Acceleration Ft. Scott Sniderhttps://www.spreaker.com/episode/growing-up-through-value-acceleration-ft-scott-snider--43032872
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/43032872Wed, 20 Jan 2021 21:40:43 +0000ENNIS Legacy PartnersOur topic today is Growing Up Through Value Acceleration and we are excited to have with us Scott Snider of The Exit Planning Institute. Scott is responsible for the strategic direction of the organization along with overseeing the company’s...
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2188falsefullExit Planning in 2021 Ft. Elizabeth Mowerhttps://www.spreaker.com/episode/exit-planning-in-2021-ft-elizabeth-mower--42738295
She is an attorney, and before joining BEI, was in private practice serving clients with Exit Planning, business continuity planning, estate planning, and business transactions. She is an expert on anything technical or process related pertaining to exit planning, but also the overall state of the exit
planning industry as it pertains to both business owners and advisors and that’s today’s topic: Exit Planning in 2021 So today’s discussion should prove helpful to both business owners and advisors as we hear from Elizabeth on her perspective on the year ahead.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/42738295Thu, 31 Dec 2020 17:22:45 +0000ENNIS Legacy PartnersToday we have with us our first “three-peat” guest Elizabeth Mower from The Business Enterprise Institute Elizabeth is the President of BEI and leads the organization in development of resources, information, training and software that enable...
She is an attorney, and before joining BEI, was in private practice serving clients with Exit Planning, business continuity planning, estate planning, and business transactions. She is an expert on anything technical or process related pertaining to exit planning, but also the overall state of the exit
planning industry as it pertains to both business owners and advisors and that’s today’s topic: Exit Planning in 2021 So today’s discussion should prove helpful to both business owners and advisors as we hear from Elizabeth on her perspective on the year ahead.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2606falsefullChoosing the Right Business Structure Ft. Stephen Boisverthttps://www.spreaker.com/episode/choosing-the-right-business-structure-ft-stephen-boisvert--42522663
One of the key areas for protecting value is your core business tax planning,
and a key driver of tax planning for a small business owner is how their business is structured or the entity they choose should they be an LLC, S-Corp, or C-Corp.

Then, should they have one structure as they launch and grow
and then a different one when they leave or exit what is typically the best structure in these situations from a tax perspective?

So, that’s our topic today, “Protect Business Value with the
Right Business Structure”

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/42522663Wed, 16 Dec 2020 18:08:45 +0000ENNIS Legacy PartnersOne of our themes here on the podcast is providing ideas and information that can help a business owner protect the value of their business as well as build the value. One of the key areas for protecting value is your core business tax planning, and...
One of the key areas for protecting value is your core business tax planning,
and a key driver of tax planning for a small business owner is how their business is structured or the entity they choose should they be an LLC, S-Corp, or C-Corp.

Then, should they have one structure as they launch and grow
and then a different one when they leave or exit what is typically the best structure in these situations from a tax perspective?

So, that’s our topic today, “Protect Business Value with the
Right Business Structure”

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2000falsefullBuy-Sell Agreements for Multiple-Owner Businesseshttps://www.spreaker.com/episode/buy-sell-agreements-for-multiple-owner-businesses--42283487stakeholders in situations when the transition of an ownership
interest in a business is in question -- situations such as…
 Death or permanent disability
 Voluntary lifetime exit
 Involuntary lifetime exit
 Divorce or bankruptcy
Following is an example of how it’s supposed to work…
Let’s say that ACME Digital Marketing is owned by 4 founding
partners…
Sarah, John, Jim, and Susan.
 They started their business 20 years ago and did put a B/S
Agreement in place and have been diligent in reviewing it
each year.
 Sarah decides she wants to leave the business and retire at
the end of 2020.
o All the current conversations regarding Sarah’s wish to
leave are going quite well because the B/S Agreement
clearly outlines how that is to happen… including how
the business is to be valued, and the terms of the
payout.

 Two years ago, Jim suddenly died of a heart attack, and with
a stock redemption plan along with the method of valuation
and funding clearly described in the Buy-Sell Agreement
everything went very smoothly.

So, the purpose of a buy-sell agreement is to address all trigger
events of a transfer of ownership. A primary benefit of having this agreement is to avoid having to make decisions that could lead to disagreements at an inopportune time.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/42283487Wed, 02 Dec 2020 20:00:10 +0000ENNIS Legacy PartnersA buy-sell agreement provides direction to owners and other stakeholders in situations when the transition of an ownership interest in a business is in question -- situations such as…  Death or permanent disability  Voluntary lifetime exit ...stakeholders in situations when the transition of an ownership
interest in a business is in question -- situations such as…
 Death or permanent disability
 Voluntary lifetime exit
 Involuntary lifetime exit
 Divorce or bankruptcy
Following is an example of how it’s supposed to work…
Let’s say that ACME Digital Marketing is owned by 4 founding
partners…
Sarah, John, Jim, and Susan.
 They started their business 20 years ago and did put a B/S
Agreement in place and have been diligent in reviewing it
each year.
 Sarah decides she wants to leave the business and retire at
the end of 2020.
o All the current conversations regarding Sarah’s wish to
leave are going quite well because the B/S Agreement
clearly outlines how that is to happen… including how
the business is to be valued, and the terms of the
payout.

 Two years ago, Jim suddenly died of a heart attack, and with
a stock redemption plan along with the method of valuation
and funding clearly described in the Buy-Sell Agreement
everything went very smoothly.

So, the purpose of a buy-sell agreement is to address all trigger
events of a transfer of ownership. A primary benefit of having this agreement is to avoid having to make decisions that could lead to disagreements at an inopportune time.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1904falsefullBusiness Continuity: A Plan for The Unexpectedhttps://www.spreaker.com/episode/business-continuity-a-plan-for-the-unexpected--42043043
Because of the work we do in helping owners prepare for their eventual exit. We are often privy to stories of businesses that die when the owner unexpectedly dies or becomes permanently incapacitated.

And so this is a planning area that we quite passionate about.

Just recently a business owner we know of died suddenly with no plans in place for the business to continue, or a current estate plan

And, it couldn’t have happened at a worse time as it was during COVID.

His spouse is lost as to what to do as she was not at all involved in the business. Not only does she have to cope with the tragic unexpected loss of her husband, but she also has to deal with all aspects of the business that she’s completely unfamiliar with Customers and employees are leaving.
There is a lot of debt to be liquidated and the business value has tanked the business may have to be shut down with no value.

This is an area of planning that we bring up right away in any new exit planning engagement because it can destroy the business quickly impacting all stakeholders. employees, customers, vendors, suppliers, the economy. But most of all it can have a devastating impact on the owner’s spouse and family if they were dependent on the value of the business.

So, our topic today is Business Continuity: A Plan for the Unexpected

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/42043043Wed, 18 Nov 2020 20:00:21 +0000ENNIS Legacy PartnersToday we want to discuss something very unfortunate that we see and hear about all too often tragic events that could be easily avoided with the right advanced planning. Because of the work we do in helping owners prepare for their eventual exit. We...
Because of the work we do in helping owners prepare for their eventual exit. We are often privy to stories of businesses that die when the owner unexpectedly dies or becomes permanently incapacitated.

And so this is a planning area that we quite passionate about.

Just recently a business owner we know of died suddenly with no plans in place for the business to continue, or a current estate plan

And, it couldn’t have happened at a worse time as it was during COVID.

His spouse is lost as to what to do as she was not at all involved in the business. Not only does she have to cope with the tragic unexpected loss of her husband, but she also has to deal with all aspects of the business that she’s completely unfamiliar with Customers and employees are leaving.
There is a lot of debt to be liquidated and the business value has tanked the business may have to be shut down with no value.

This is an area of planning that we bring up right away in any new exit planning engagement because it can destroy the business quickly impacting all stakeholders. employees, customers, vendors, suppliers, the economy. But most of all it can have a devastating impact on the owner’s spouse and family if they were dependent on the value of the business.

So, our topic today is Business Continuity: A Plan for the Unexpected

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1898falsefullProtecting Value Through Cyber Risk Management Ft. Melissa Musserhttps://www.spreaker.com/episode/protecting-value-through-cyber-risk-management-ft-melissa-musser--41808659Cyber Awareness Month which is another good reason to talk about it today.

Listen to these statistics gathered from numerous sources regarding Cyber risk:
1. 43% of cyber-attacks target small businesses.
2. 60% of small businesses that are victims of a cyber attack
go out of business within six months.
3. 66% of small businesses are concerned or extremely
concerned about cyber security risk.
4. 47% of small businesses say they have no understanding of
how to protect themselves against cyber attacks.
So, our topic today is Protecting Value Through Cyber Risk Management, and our goals today would be to raise awareness of the risks and provide some actions you can take to mitigate the risk.

Our guest is Melissa Musser of GRF CPAs and Advisors. Melissa is a principal at GRF CPAs & Advisors with over 15 years of professional experience. Her expertise includes establishing, maintaining and optimizing internal controls, compliance, Enterprise Risk Management
(ERM), and cybersecurity programs. She is also the proud recipient of the 2018 AICPA Information
Management and Technology Assurance (IMTA) Standing Ovation award.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/41808659Thu, 05 Nov 2020 16:00:02 +0000ENNIS Legacy PartnersIn building a sellable business, you need to “protect the value of your business” and continually manage areas like the one we’re going to talk about today, cyber security. We’ve discussed the topic here before, and will continue to in the future...Cyber Awareness Month which is another good reason to talk about it today.

Listen to these statistics gathered from numerous sources regarding Cyber risk:
1. 43% of cyber-attacks target small businesses.
2. 60% of small businesses that are victims of a cyber attack
go out of business within six months.
3. 66% of small businesses are concerned or extremely
concerned about cyber security risk.
4. 47% of small businesses say they have no understanding of
how to protect themselves against cyber attacks.
So, our topic today is Protecting Value Through Cyber Risk Management, and our goals today would be to raise awareness of the risks and provide some actions you can take to mitigate the risk.

Our guest is Melissa Musser of GRF CPAs and Advisors. Melissa is a principal at GRF CPAs & Advisors with over 15 years of professional experience. Her expertise includes establishing, maintaining and optimizing internal controls, compliance, Enterprise Risk Management
(ERM), and cybersecurity programs. She is also the proud recipient of the 2018 AICPA Information
Management and Technology Assurance (IMTA) Standing Ovation award.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2188falsefullGrowing Your Business Through Acquisition Ft. Carl Allenhttps://www.spreaker.com/episode/growing-your-business-through-acquisition-ft-carl-allen--41574573sense Some of the common reasons they might consider an acquisition
might include.

1. A need to increase revenue
2. A goal of expansion in a declining market
3. Declining market share
4. They need to add new talent or stabilize the financials
5. Or maybe they need to expand their customer base

They may remain confident, based on research, in their market – and taken all reasonable steps to reduce expenses to improve the bottom line. So, with their goals for growth and increasing business value being greater than what they’re realizing, they begin to wonder if external growth through acquisition makes the most sense.

So, our topic today is something we talked about before. Growing Your Business Through Acquisition
and, our guest is Carl Allen of Dealmaker Wealth Society. Carl Allen is an entrepreneur, investor and corporate dealmaker In his nearly 30-year career, Carl has analyzed thousands of
businesses big and small in 17 different countries across nearly every business sector…and has worked on more than 330 transactions worth close to $48 billion. Carl first earned his reputation during his 16 years on Wall Street working for Bank of America, Hewlett-Packard, Forrester and
Gartner.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/41574573Wed, 21 Oct 2020 20:16:53 +0000ENNIS Legacy PartnersWe’ve both seen situations where a business owner has done all they can in executing strategic and operational plans to grow their business organically, only to experience continued stagnation in both sales and profit And, they may have a financial...sense Some of the common reasons they might consider an acquisition
might include.

1. A need to increase revenue
2. A goal of expansion in a declining market
3. Declining market share
4. They need to add new talent or stabilize the financials
5. Or maybe they need to expand their customer base

They may remain confident, based on research, in their market – and taken all reasonable steps to reduce expenses to improve the bottom line. So, with their goals for growth and increasing business value being greater than what they’re realizing, they begin to wonder if external growth through acquisition makes the most sense.

So, our topic today is something we talked about before. Growing Your Business Through Acquisition
and, our guest is Carl Allen of Dealmaker Wealth Society. Carl Allen is an entrepreneur, investor and corporate dealmaker In his nearly 30-year career, Carl has analyzed thousands of
businesses big and small in 17 different countries across nearly every business sector…and has worked on more than 330 transactions worth close to $48 billion. Carl first earned his reputation during his 16 years on Wall Street working for Bank of America, Hewlett-Packard, Forrester and
Gartner.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2310falsefullWhy Business Owners Should Consider Producing a Podcast Ft. Joe Ennishttps://www.spreaker.com/episode/why-business-owners-should-consider-producing-a-podcast-ft-joe-ennis--41348652
Learn more about Podcasts By Joe: https://www.podcastsbyjoe.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/41348652Wed, 07 Oct 2020 16:55:49 +0000ENNIS Legacy PartnersThis week, Joe Ennis talks to Walter and Corby about how to build value through podcasts and content creation Learn more about Podcasts By Joe: https://www.podcastsbyjoe.com/
Learn more about Podcasts By Joe: https://www.podcastsbyjoe.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1673falsefullThe Importance of Key Person Insurance in Protecting Your Business Ft. Bill Betzhttps://www.spreaker.com/episode/the-importance-of-key-person-insurance-in-protecting-your-business-ft-bill-betz--41209027
And a key planning area in protecting business value would be human capital…and nothing more important in the area of human capital than protecting the business against loss of a key employee.

A key employee defined by the following characteristics makes a substantial business contribution possesses critical information or knowledge or maintains and nourishes key contacts and relationships.

An owner will want to protect against a Key Employee’s departure resulting in solicitation of customers and employees, and disclosure of confidential business information --- and we would recommend our Episode 43 with Attorney Marc Engel regarding Employment Agreements for that issue.

They should also protect against premature death and permanent disability of a key employee and the impact either of those events could have on the value of their business.

The impact due to loss of an employee who makes a significant business contribution possesses critical information or knowledge or maintains key business contact and relationships can be quite damaging and even destructive --- particularly when the most key employee is an owner of the business.

So, our topic today is The Importance of Key Person Insurance in Protecting Your Business, and our guest is Bill Betz of Betz Financial Advisory.

Betz Financial Advisory is a family owned and operated business and Bill is a specialist in the design and implementation of advanced planning strategies for high net worth families and successful business owners. Bill’s process involves consulting with the client’s key advisor’s to establish and execute leveraged strategies and one of his area of expertise would be planning for key person issues.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/41209027Wed, 30 Sep 2020 15:15:10 +0000ENNIS Legacy PartnersIn planning for a successful exit it’s important that you focus, not just on building sellable business value but also on protecting business value. And a key planning area in protecting business value would be human capital…and nothing more...
And a key planning area in protecting business value would be human capital…and nothing more important in the area of human capital than protecting the business against loss of a key employee.

A key employee defined by the following characteristics makes a substantial business contribution possesses critical information or knowledge or maintains and nourishes key contacts and relationships.

An owner will want to protect against a Key Employee’s departure resulting in solicitation of customers and employees, and disclosure of confidential business information --- and we would recommend our Episode 43 with Attorney Marc Engel regarding Employment Agreements for that issue.

They should also protect against premature death and permanent disability of a key employee and the impact either of those events could have on the value of their business.

The impact due to loss of an employee who makes a significant business contribution possesses critical information or knowledge or maintains key business contact and relationships can be quite damaging and even destructive --- particularly when the most key employee is an owner of the business.

So, our topic today is The Importance of Key Person Insurance in Protecting Your Business, and our guest is Bill Betz of Betz Financial Advisory.

Betz Financial Advisory is a family owned and operated business and Bill is a specialist in the design and implementation of advanced planning strategies for high net worth families and successful business owners. Bill’s process involves consulting with the client’s key advisor’s to establish and execute leveraged strategies and one of his area of expertise would be planning for key person issues.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1793falsefullKey Ingredients For A Successful Negotiationhttps://www.spreaker.com/episode/key-ingredients-for-a-successful-negotiation--40655081
At the same time, we know that some of you will end up
negotiating the transaction yourself or at least being involved
with the negotiation for various reasons and so today we want to
help you with some tips for a successful negotiation.

And, our guest today is Negotiation Consultant Randy Kutz of
ScotWork North America Randy has extensive experience working at the highest levels of corporate, government and foreign dignitary contexts. He is
skilled in Negotiation, Public Speaking, Training, Executive Coaching and Consulting, and is a Certified Professional in Learning Performance (CPLP) focused on Negotiation and Soft Skills Training with over 2500 classroom hours and 3800 students taught.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/40655081Wed, 02 Sep 2020 19:00:07 +0000ENNIS Legacy PartnersAs a small business owner you experience countless transactions with customers, vendors, suppliers, etc that require negotiation skills. A successful business owner is often characterized by skilled negotiation. There is one negotiation where we...
At the same time, we know that some of you will end up
negotiating the transaction yourself or at least being involved
with the negotiation for various reasons and so today we want to
help you with some tips for a successful negotiation.

And, our guest today is Negotiation Consultant Randy Kutz of
ScotWork North America Randy has extensive experience working at the highest levels of corporate, government and foreign dignitary contexts. He is
skilled in Negotiation, Public Speaking, Training, Executive Coaching and Consulting, and is a Certified Professional in Learning Performance (CPLP) focused on Negotiation and Soft Skills Training with over 2500 classroom hours and 3800 students taught.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2258falsefullReturn to Work Issues: Where We Were, Where We Are, And Where We’re Going Ft. Marc Engelhttps://www.spreaker.com/episode/return-to-work-issues-where-we-were-where-we-are-and-where-we-re-going-ft-marc-engel--40407075challenges over the last number of months, none of which have
been more challenging than making decisions pertaining to your
employees.

And, now that things are beginning to open up again, you’re still
faced with questions pertaining to things like:

 Can I as an employer require my employees to return?
 What factors should be considered…in addition to legal
requirements…in deciding whether employees return to
work?
 Are there things that should be considered in managing
employees remotely?

These questions and others will be addressed today as our topic
is Return to Work Issues: Where we were, where we are,
and where we’re going.

Our guest today is Employment Attorney Marc Engel of Lerch Early & Brewer here in Bethesda, MD.
Marc is becoming a regular guest here on the podcast and we’re happy to have him back with us today.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/40407075Wed, 19 Aug 2020 16:41:01 +0000ENNIS Legacy PartnersAs a small business owner you’ve experienced unprecedented challenges over the last number of months, none of which have been more challenging than making decisions pertaining to your employees. And, now that things are beginning to open up again,...challenges over the last number of months, none of which have
been more challenging than making decisions pertaining to your
employees.

And, now that things are beginning to open up again, you’re still
faced with questions pertaining to things like:

 Can I as an employer require my employees to return?
 What factors should be considered…in addition to legal
requirements…in deciding whether employees return to
work?
 Are there things that should be considered in managing
employees remotely?

These questions and others will be addressed today as our topic
is Return to Work Issues: Where we were, where we are,
and where we’re going.

Our guest today is Employment Attorney Marc Engel of Lerch Early & Brewer here in Bethesda, MD.
Marc is becoming a regular guest here on the podcast and we’re happy to have him back with us today.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1800falsefullNext-Level Management and Transferable Value Ft. Andrew Mahrhttps://www.spreaker.com/episode/next-level-management-and-transferable-value-ft-andrew-mahr--40039843
A number of years ago Andrew and I worked together on a management team for a non-profit ministry with a mission of planting churches in the US and in other parts of the world. Andrew joined our team not long after graduating from Georgetown University and was considering continuing on to law school, but decided to stay on board with us instead. As a result of his success in management at the non-profit was presented with not a few attractive business opportunities and went in that direction instead.

Andrew’s one of the smartest and most talented people I’ve ever worked with, and he’s currently the Chief Customer Officer at Tribio. Triblio is an Account Based Marketing firm here in Northern VA.

Connect with Andrew: https://www.linkedin.com/in/andrewmahr/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/40039843Wed, 29 Jul 2020 19:09:43 +0000ENNIS Legacy PartnersIt is our standard practice to have a guest with us to discuss a particular area of expertise needed for either building transferable business value or planning for a business exit…and per usual…we have a guest with us this morning. However, this...
A number of years ago Andrew and I worked together on a management team for a non-profit ministry with a mission of planting churches in the US and in other parts of the world. Andrew joined our team not long after graduating from Georgetown University and was considering continuing on to law school, but decided to stay on board with us instead. As a result of his success in management at the non-profit was presented with not a few attractive business opportunities and went in that direction instead.

Andrew’s one of the smartest and most talented people I’ve ever worked with, and he’s currently the Chief Customer Officer at Tribio. Triblio is an Account Based Marketing firm here in Northern VA.

Connect with Andrew: https://www.linkedin.com/in/andrewmahr/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>3497falsefullTransition, Transaction, Trepidation: The Three Hurdles In Every Successful Exit Ft. John Hrastarhttps://www.spreaker.com/episode/transition-transaction-trepidation-the-three-hurdles-in-every-successful-exit-ft-john-hrastar--39780556overcome in planning for a successful exit?

- Transition from being a busy business owner with much
significance and impact to life after the business
- The Transaction
- Any fears they might have in leaving

In today’s episode we are going to discuss some of the key
hurdles an owner will face in planning for their successful exit.

Today’s topic is Transition, Transaction, Trepidation: The
Three Hurdles in Every Successful Exit

Our guest is a friend and consultant who has been advising
business owners and CEO’s for years.

John Hrastar is CEO and President of Intersource Consulting which
he founded in 1990.

Having been both an owner and a CEO John has a unique
perspective on the effect of the personal ownership concerns that
drive business management issues.

He is now an advisor to leaders of private companies, family
businesses, and non-profit organizations.

He is a founding partner of the Greater Washington DC Family
Business Alliance, and a member of the Association for Corporate
Growth, the NeuroLeadership Institute, the Society of
International Business Fellows, the Exit Planning Exchange, and
Mensa.

Connect with John: john@intersource.net

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/39780556Wed, 15 Jul 2020 17:26:12 +0000ENNIS Legacy PartnersWhat comes to mind as a “hurdle” that an owner has to overcome in planning for a successful exit? - Transition from being a busy business owner with much significance and impact to life after the business - The Transaction - Any fears they might have...overcome in planning for a successful exit?

- Transition from being a busy business owner with much
significance and impact to life after the business
- The Transaction
- Any fears they might have in leaving

In today’s episode we are going to discuss some of the key
hurdles an owner will face in planning for their successful exit.

Today’s topic is Transition, Transaction, Trepidation: The
Three Hurdles in Every Successful Exit

Our guest is a friend and consultant who has been advising
business owners and CEO’s for years.

John Hrastar is CEO and President of Intersource Consulting which
he founded in 1990.

Having been both an owner and a CEO John has a unique
perspective on the effect of the personal ownership concerns that
drive business management issues.

He is now an advisor to leaders of private companies, family
businesses, and non-profit organizations.

He is a founding partner of the Greater Washington DC Family
Business Alliance, and a member of the Association for Corporate
Growth, the NeuroLeadership Institute, the Society of
International Business Fellows, the Exit Planning Exchange, and
Mensa.

Connect with John: john@intersource.net

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2024falsefullPhased Planning With Elizabeth Mowerhttps://www.spreaker.com/episode/phased-planning-with-elizabeth-mower--32977361
- Successful business owners are very productive and so
they’ve got a lot going on in their business and personal
lives
- And as we both know planning for their eventual exit can
continually be put on the back burner even if they know they
need to do it
- A comprehensive plan for exit can be overwhelming…
- And so… it can be tough to maintain momentum in the
planning process…tough for the client which makes it tough
for us as the exit planners

Owners can become fatigued during
the process even when they know they need to get it done…

- Getting both the business owner ready…and their business
ready for a successful exit requires work in areas of tax,
personal financial estate planning, planning for the
unexpected and business continuity and other planning
areas
- And it requires added commitments of time, finances, and
work
- If an engagement begins with a full explanation of all that
needs to be addressed in a comprehensive plan it can be
overwhelming and result in little to no action by the business
owner
- I think you would agree that what we’ve learned through the
years…is that a more productive approach is one that
breaks down the comprehensive plan in phases and shorter
well-defined time frames
- More than a few times we’ve heard, “I had no idea that there
was this much to plan for"
- So today we want to discuss a planning approach that will
make it much easier for an owner to stay engaged until
everything that needs to be planned for is accomplished…

And we have with us one of our favorite guests Elizabeth
Mower. Elizabeth is the President for the Business Enterprise Institute.

Elizabeth Mower leads a team in the development of resources,
tools, materials and software that enable professionals in a variety
of disciplines accounting, legal, wealth management, business
consultants, etc, to work with business owners to design
and implement comprehensive Exit Plans.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/32977361Wed, 24 Jun 2020 21:18:57 +0000ENNIS Legacy PartnersBusiness owners are busy people… - Successful business owners are very productive and so they’ve got a lot going on in their business and personal lives - And as we both know planning for their eventual exit can continually be put on the back burner...
- Successful business owners are very productive and so
they’ve got a lot going on in their business and personal
lives
- And as we both know planning for their eventual exit can
continually be put on the back burner even if they know they
need to do it
- A comprehensive plan for exit can be overwhelming…
- And so… it can be tough to maintain momentum in the
planning process…tough for the client which makes it tough
for us as the exit planners

Owners can become fatigued during
the process even when they know they need to get it done…

- Getting both the business owner ready…and their business
ready for a successful exit requires work in areas of tax,
personal financial estate planning, planning for the
unexpected and business continuity and other planning
areas
- And it requires added commitments of time, finances, and
work
- If an engagement begins with a full explanation of all that
needs to be addressed in a comprehensive plan it can be
overwhelming and result in little to no action by the business
owner
- I think you would agree that what we’ve learned through the
years…is that a more productive approach is one that
breaks down the comprehensive plan in phases and shorter
well-defined time frames
- More than a few times we’ve heard, “I had no idea that there
was this much to plan for"
- So today we want to discuss a planning approach that will
make it much easier for an owner to stay engaged until
everything that needs to be planned for is accomplished…

And we have with us one of our favorite guests Elizabeth
Mower. Elizabeth is the President for the Business Enterprise Institute.

Elizabeth Mower leads a team in the development of resources,
tools, materials and software that enable professionals in a variety
of disciplines accounting, legal, wealth management, business
consultants, etc, to work with business owners to design
and implement comprehensive Exit Plans.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>3444falsefullA Banking Update With Jenn Logeshttps://www.spreaker.com/episode/a-banking-update-with-jenn-loges--30183112small business owners, you have had questions about when and
to bring on debt.

Bank lending for growing as well as exiting your business is
always a consideration and very often a requirement.

We currently have a client who is considering a sale to a Co-
Owner and children and bank lending will be part of the plan.

You may be in process of selling your business to a third party or
to an ESOP where bank lending will play a role in facilitating the
transaction.

Or perhaps you’ve calculated that growing your business with a
goal of a maximum sale price will require acquisition of one or
more businesses rather than organic growth.

In all of these examples and more, banking lending is often a
factor and so for that reason we have Jenn Loges of ONE
DEGREE CAPITAL is back with us and we plan to have her with
us regularly.

Connect with Jenn: https://www.linkedin.com/in/jennloges/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/30183112Wed, 10 Jun 2020 19:15:10 +0000ENNIS Legacy PartnersIn growing your business and building value, if you’re like most small business owners, you have had questions about when and to bring on debt. Bank lending for growing as well as exiting your business is always a consideration and very often a...small business owners, you have had questions about when and
to bring on debt.

Bank lending for growing as well as exiting your business is
always a consideration and very often a requirement.

We currently have a client who is considering a sale to a Co-
Owner and children and bank lending will be part of the plan.

You may be in process of selling your business to a third party or
to an ESOP where bank lending will play a role in facilitating the
transaction.

Or perhaps you’ve calculated that growing your business with a
goal of a maximum sale price will require acquisition of one or
more businesses rather than organic growth.

In all of these examples and more, banking lending is often a
factor and so for that reason we have Jenn Loges of ONE
DEGREE CAPITAL is back with us and we plan to have her with
us regularly.

Connect with Jenn: https://www.linkedin.com/in/jennloges/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1444falsefullWhat's Next? Ft. Dr. Alan Kemperhttps://www.spreaker.com/episode/what-s-next-ft-dr-alan-kemper--28459561couple of months facing challenges due to the crisis…leadership,
management and personal challenges they’ve never faced
before, and it’s not over yet and for many it could even
more challenging as we come out of the crisis.
And that’s our topic today. Leaning and Leading Into The
Future After a Crisis. Our guest today is back with us by popular demand.
Dr. Alan Kemper from LEAD Workforce Consulting in LaGrange,
GA. In addition to Alan’s work with LEAD, he works full-time as a
business professor at Point University where he teaches primarily
in the fields of management, leadership, continuous improvement,
organizational change and economics.

Connect with Alan: https://www.linkedin.com/in/alan-kemper-dba-2ab6762/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/28459561Wed, 27 May 2020 19:00:06 +0000ENNIS Legacy PartnersOur clients and other business owners have had a rough couple of months facing challenges due to the crisis…leadership, management and personal challenges they’ve never faced before, and it’s not over yet and for many it could even more challenging as...couple of months facing challenges due to the crisis…leadership,
management and personal challenges they’ve never faced
before, and it’s not over yet and for many it could even
more challenging as we come out of the crisis.
And that’s our topic today. Leaning and Leading Into The
Future After a Crisis. Our guest today is back with us by popular demand.
Dr. Alan Kemper from LEAD Workforce Consulting in LaGrange,
GA. In addition to Alan’s work with LEAD, he works full-time as a
business professor at Point University where he teaches primarily
in the fields of management, leadership, continuous improvement,
organizational change and economics.

Connect with Alan: https://www.linkedin.com/in/alan-kemper-dba-2ab6762/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2473falsefullPlanning For Life After The Business Ft. Joanne Waldmanhttps://www.spreaker.com/episode/planning-for-life-after-the-business-ft-joanne-waldman--27800186Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/27800186Wed, 20 May 2020 16:00:09 +0000ENNIS Legacy Partners1873falsefullBusiness Value is Found in the HR Department Ft. Jeremy Francesehttps://www.spreaker.com/episode/business-value-is-found-in-the-hr-department-ft-jeremy-francese--26843918
Our guest today is Jeremy Francese, CPA Centric District Manager for ADP TotalSource.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/26843918Wed, 06 May 2020 17:02:18 +0000ENNIS Legacy PartnersA key value driver is how strong your systems, procedures and processes are…and there isn’t a system or process that’s more critical than those around managing human resources… We want to discuss the importance of HR tech systems in building and...
Our guest today is Jeremy Francese, CPA Centric District Manager for ADP TotalSource.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2270falsefullESOPs As An Exit Route Ft. Keith Aptonhttps://www.spreaker.com/episode/esops-as-an-exit-route-ft-keith-apton--26294784
Today we’re going to get all those questions and more answered as we have with us Keith Apton of The Capitol ESOP Group right here in Washington DC. Keith is the Managing Director of The Capitol ESOP Group of UBS in Washington DC. and he’s going to help us understand ESOPs and when they make sense as an Exit Strategy.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/26294784Tue, 28 Apr 2020 17:45:35 +0000ENNIS Legacy PartnersTodays’ topic is “ESOPs as an Exit Route”. You know, ESOPs, or Employee Stock Ownership Plans, also have a certain kind of “mystery” around them don’t they? - What are they really? - How do they work? - What businesses are a good fit for an ESOP? -...
Today we’re going to get all those questions and more answered as we have with us Keith Apton of The Capitol ESOP Group right here in Washington DC. Keith is the Managing Director of The Capitol ESOP Group of UBS in Washington DC. and he’s going to help us understand ESOPs and when they make sense as an Exit Strategy.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1204falsefullPreserve Business Value With Employee Agreements Ft. Marc Engelhttps://www.spreaker.com/episode/preserve-business-value-with-employee-agreements-ft-marc-engel--25239143Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/25239143Fri, 10 Apr 2020 16:01:45 +0000ENNIS Legacy Partners2552falsefullEntity Wide Strategies to Navigate Your Organization During the COVID Crisis Ft. Melissa Musserhttps://www.spreaker.com/episode/entity-wide-strategies-to-navigate-your-organization-during-the-covid-crisis-ft-melissa-musser--24432396Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/24432396Fri, 27 Mar 2020 16:33:54 +0000ENNIS Legacy Partners1430falsefullSBA Disaster Loans: What Business Owners Need To Know Now Ft. Jenn Logeshttps://www.spreaker.com/episode/sba-disaster-loans-what-business-owners-need-to-know-now-ft-jenn-loges--24019007Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/24019007Wed, 18 Mar 2020 14:38:53 +0000ENNIS Legacy Partners1718falsefullHow To Increase Business Valuation & Decrease Owner’s Responsibility Ft. John Brownhttps://www.spreaker.com/episode/how-to-increase-business-valuation-decrease-owner-s-responsibility-ft-john-brown--23835267Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/23835267Fri, 13 Mar 2020 16:56:19 +0000ENNIS Legacy Partners1913falsefullHow Does The SECURE ACT Impact Business Owners?https://www.spreaker.com/episode/how-does-the-secure-act-impact-business-owners--23262260Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/23262260Tue, 03 Mar 2020 17:00:14 +0000ENNIS Legacy Partners983falsefullPlanning Steps For Owners With 20 Or Less Employees Ft. John Dinihttps://www.spreaker.com/episode/planning-steps-for-owners-with-20-or-less-employees-ft-john-dini--23220259Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/23220259Wed, 26 Feb 2020 19:35:48 +0000ENNIS Legacy Partners2432falsefullThe Importance of Alignment in Building Business Value Ft. Dave Ramoshttps://www.spreaker.com/episode/the-importance-of-alignment-in-building-business-value-ft-dave-ramos--22738531
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/22738531Thu, 13 Feb 2020 18:16:45 +0000ENNIS Legacy PartnersLearn more: Ennislp.com
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1840falsefullSaving State Income Taxes By Selling A Business Through A Delaware Trust Ft. Kalimah Whitehttps://www.spreaker.com/episode/saving-state-income-taxes-by-selling-a-business-through-a-delaware-trust-ft-kalimah-white--21993472
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/21993472Mon, 27 Jan 2020 14:04:41 +0000ENNIS Legacy PartnersThis week, Pat and Walter are joined by Senior Trust Advisor, Kalimah White to discuss how to save state income tax through a Delaware Trust.
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1019falsefullHow to Confidently Take On Debt to Fund Your Growth Ft. Jenn Logeshttps://www.spreaker.com/episode/how-to-confidently-take-on-debt-to-fund-your-growth-ft-jenn-loges--21548517https://www.linkedin.com/in/jennmathis/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Learn more about Ennis Legacy Partners: https://ennislp.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/21548517Fri, 10 Jan 2020 17:15:41 +0000ENNIS Legacy PartnersConnect with Jenn: https://www.linkedin.com/in/jennmathis/ Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ Learn more about Ennis...https://www.linkedin.com/in/jennmathis/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Learn more about Ennis Legacy Partners: https://ennislp.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2063falsefullTaking A Proactive Approach In Optimizing Your Business Real Estate Ft. Dan Fallshttps://www.spreaker.com/episode/taking-a-proactive-approach-in-optimizing-your-business-real-estate-ft-dan-falls--20691201
Hosts Pat Ennis and Walter Deyhle are joined by Dan Falls, SVP of Tenant Advisory Services with EDGE, for a discussion on how to be proactive in saving money on real estate and occupancy costs.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/20691201Thu, 12 Dec 2019 18:37:18 +0000ENNIS Legacy PartnersIn this episode, we want to talk about how to be proactive in saving $$$ on real estate and occupancy costs. Hosts Pat Ennis and Walter Deyhle are joined by Dan Falls, SVP of Tenant Advisory Services with EDGE, for a discussion on how to be proactive...
Hosts Pat Ennis and Walter Deyhle are joined by Dan Falls, SVP of Tenant Advisory Services with EDGE, for a discussion on how to be proactive in saving money on real estate and occupancy costs.

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2115falsefullHow to Become the Firm Everyone Wants to Buy Ft. Lee Frederiksen, PhDhttps://www.spreaker.com/episode/how-to-become-the-firm-everyone-wants-to-buy-ft-lee-frederiksen-phd--20485990Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/20485990Wed, 04 Dec 2019 20:05:14 +0000ENNIS Legacy Partners2237falsefullThe Importance of Employee Engagement in Building Value for a Successful Exit Ft. Alan Kemperhttps://www.spreaker.com/episode/the-importance-of-employee-engagement-in-building-value-for-a-successful-exit-ft-alan-kemper--20168449
Alan Kemper | President – LEAD Workforce Consulting

Key Takeaways from this episode are...

- The level of engagement of your employees could result
in you receiving top dollar when you sell…or having a
buyer decide there is too much risk and possibly walk
away from the deal…

- So, it’s good to know well before the time you sell as to
how engaged your employees actually are…and it’s good
to have an objective outside measurement of their
engagement…

- Our recommendation would be to take action now.

Connect with Alan: https://www.linkedin.com/in/alan-kemper-dba-2ab6762/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/20168449Thu, 21 Nov 2019 17:33:51 +0000ENNIS Legacy PartnersToday's guest is... Alan Kemper | President – LEAD Workforce Consulting Key Takeaways from this episode are... - The level of engagement of your employees could result in you receiving top dollar when you sell…or having a buyer decide there is too...
Alan Kemper | President – LEAD Workforce Consulting

Key Takeaways from this episode are...

- The level of engagement of your employees could result
in you receiving top dollar when you sell…or having a
buyer decide there is too much risk and possibly walk
away from the deal…

- So, it’s good to know well before the time you sell as to
how engaged your employees actually are…and it’s good
to have an objective outside measurement of their
engagement…

- Our recommendation would be to take action now.

Connect with Alan: https://www.linkedin.com/in/alan-kemper-dba-2ab6762/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1613falsefullA Plan For Growth And A Successful Exithttps://www.spreaker.com/episode/a-plan-for-growth-and-a-successful-exit--20028996
1) Make sure you have a comprehensive approach to your
planning…that includes both business and personal planning
for exit readiness…
2) And begin planning now…you can’t begin planning to soon
And you can begin planning now…
- By contacting WALTER at 301-951-9090
- Corby and I at 301-859-0860.

We both offer initial no-fee no obligation introductory
conversations or meetings.

If you’d rather begin with online resources…
you could do that with the ExitReadiness ACADEMY online course
and Seminars at ExitReadiness.com…
You can also access resources at grfcpa.com and ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/20028996Thu, 14 Nov 2019 16:35:21 +0000ENNIS Legacy PartnersToday's key takeaways are... 1) Make sure you have a comprehensive approach to your planning…that includes both business and personal planning for exit readiness… 2) And begin planning now…you can’t begin planning to soon And you can begin planning...
1) Make sure you have a comprehensive approach to your
planning…that includes both business and personal planning
for exit readiness…
2) And begin planning now…you can’t begin planning to soon
And you can begin planning now…
- By contacting WALTER at 301-951-9090
- Corby and I at 301-859-0860.

We both offer initial no-fee no obligation introductory
conversations or meetings.

If you’d rather begin with online resources…
you could do that with the ExitReadiness ACADEMY online course
and Seminars at ExitReadiness.com…
You can also access resources at grfcpa.com and ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1378falsefullA Banker’s Perspective on Financial Due Diligence Ft. Matthew Mapes and Ryan Goralhttps://www.spreaker.com/episode/a-banker-s-perspective-on-financial-due-diligence-ft-matthew-mapes-and-ryan-goral--19673656
Matthew and Ryan address the following questions:

- What do you as bankers recommend to business owner customers about their due diligence process when acquiring another business?
- What do you see as a common challenge for sellers as they prep their company for sale?
- How would you advise a seller in setting expectations for the financial due diligence process of selling their company?
- What would you advise a seller to do that would drastically improve the probability of selling his/her business?

Whether you have goals for growth through acquisition or your eventual exit, you will find our conversation with these experienced bankers very helpful. One point discussed that could be the difference in you receiving an average or high multiple at sale is creating a “road map” for a potential buyer.

Connect with Matthew: https://www.linkedin.com/in/matthewmapes/

Connect with Ryan: https://www.linkedin.com/in/ryan-goral-b799a42/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/19673656Thu, 24 Oct 2019 19:25:39 +0000ENNIS Legacy PartnersIn this episode, hosts Pat Ennis and Corby Megorden of ENNIS Legacy Partners discuss with bankers Matthew Mapes and Ryan Goral of Sunflower Bank, a bankers perspective on financial due diligence for both the buy and sell side of transactions. Matthew...
Matthew and Ryan address the following questions:

- What do you as bankers recommend to business owner customers about their due diligence process when acquiring another business?
- What do you see as a common challenge for sellers as they prep their company for sale?
- How would you advise a seller in setting expectations for the financial due diligence process of selling their company?
- What would you advise a seller to do that would drastically improve the probability of selling his/her business?

Whether you have goals for growth through acquisition or your eventual exit, you will find our conversation with these experienced bankers very helpful. One point discussed that could be the difference in you receiving an average or high multiple at sale is creating a “road map” for a potential buyer.

Connect with Matthew: https://www.linkedin.com/in/matthewmapes/

Connect with Ryan: https://www.linkedin.com/in/ryan-goral-b799a42/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2616falsefullUsing a Charitable Lead Annuity Trust (CLAT) To Generate a Tax Deduction in the Year of a Business Sale Ft. Jonathon Morrisonhttps://www.spreaker.com/episode/using-a-charitable-lead-annuity-trust-clat-to-generate-a-tax-deduction-in-the-year-of-a-business-sale-ft-jonathon-morrison--19441493in Phoenix and Scottsdale AZ

Connect with Jonathon: https://www.linkedin.com/in/jonathonmorrison/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/19441493Thu, 10 Oct 2019 17:04:03 +0000ENNIS Legacy PartnersToday's guest is Jonathon Morrison | Senior Partner – Frazer Ryan Goldberg & Arnold in Phoenix and Scottsdale AZ Connect with Jonathon: https://www.linkedin.com/in/jonathonmorrison/ Connect with Pat:...in Phoenix and Scottsdale AZ

Connect with Jonathon: https://www.linkedin.com/in/jonathonmorrison/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2072falsefullHow To Upgrade Your Sales Process For Predictable Results Ft. Ken Smithhttps://www.spreaker.com/episode/how-to-upgrade-your-sales-process-for-predictable-results-ft-ken-smith--19232214
Ken is recognized nationally as a sales force development expert, specializing in executive sales management consulting and sales productivity training. Ken is an authentic, enthusiastic speaker who can inform as well as entertain and motivate Presidents, CEO's, other Senior Managers and Sales Professionals.

Connect with Ken: https://www.linkedin.com/in/kensmithssi/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/19232214Wed, 25 Sep 2019 18:10:36 +0000ENNIS Legacy PartnersToday's Guest is Ken Smith | Managing Director – Sandler Training & Development Ken is recognized nationally as a sales force development expert, specializing in executive sales management consulting and sales productivity training. Ken is an...
Ken is recognized nationally as a sales force development expert, specializing in executive sales management consulting and sales productivity training. Ken is an authentic, enthusiastic speaker who can inform as well as entertain and motivate Presidents, CEO's, other Senior Managers and Sales Professionals.

Connect with Ken: https://www.linkedin.com/in/kensmithssi/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2655falsefullCash Balance Retirement Plans & Your Business Exit Ft. Erik Fromm and Les Risellhttps://www.spreaker.com/episode/cash-balance-retirement-plans-your-business-exit-ft-erik-fromm-and-les-risell--19082089
Connect with Erik Fromm | Financial Advisor – CSG Capital Partners of
Janney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/

Connect with Les Risell | Senior Retirement Specialist – Janney
Montgomery Scott: https://www.linkedin.com/in/lrisell/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/19082089Thu, 12 Sep 2019 19:56:15 +0000ENNIS Legacy PartnersIn this episode we discuss the effective use of Cash Balance Retirement Plans in planning your exit with Financial Advisor Erik Fromm and Retirement Specialist Les Risell. Connect with Erik Fromm | Financial Advisor – CSG Capital Partners of Janney...
Connect with Erik Fromm | Financial Advisor – CSG Capital Partners of
Janney Montgomery Scott in Wash DC: https://www.linkedin.com/in/erikfrommcfp/

Connect with Les Risell | Senior Retirement Specialist – Janney
Montgomery Scott: https://www.linkedin.com/in/lrisell/

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1730falsefullUtilizing the Opportunity Zones to Maximize After-Tax Returns When Selling Your Businesshttps://www.spreaker.com/episode/utilizing-the-opportunity-zones-to-maximize-after-tax-returns-when-selling-your-business--18981525
And, consider attending our ONE-DAY ExitReadiness® BASECAMP on August 28th at The Lurn Center in Rockville, MD.

You can get more information at ennislp.com or exitreadiness.com.
If you register and use the code “podcast” (all lower-case) you will receive a 25%

discount off of the registration fee.

Connect with pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981525Mon, 02 Sep 2019 17:57:04 +0000ENNIS Legacy PartnersCheck out exitreadiness.com for our Online on-Demand Exit Planning Course… exitreadiness.com And, consider attending our ONE-DAY ExitReadiness® BASECAMP on August 28th at The Lurn Center in Rockville, MD. You can get more information at ennislp.com...
And, consider attending our ONE-DAY ExitReadiness® BASECAMP on August 28th at The Lurn Center in Rockville, MD.

You can get more information at ennislp.com or exitreadiness.com.
If you register and use the code “podcast” (all lower-case) you will receive a 25%

discount off of the registration fee.

Connect with pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1276falsefullDe-Risk w/Management of Your Third-Party Population (vendors, contractors, etc) ft. Paul Schrantzhttps://www.spreaker.com/episode/de-risk-w-management-of-your-third-party-population-vendors-contractors-etc-ft-paul-schrantz--18981524contractors, consultants, etc.) makes you a low risk target for a successful exit with Paul Schrantz of VendorCentric

Connect with Paul: https://www.linkedin.com/in/paul-schrantz-3a508915/

Connect with VendorCentric: https://www.vendorcentric.com/

Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981524Mon, 02 Sep 2019 17:57:00 +0000ENNIS Legacy PartnersIn this episode, we talk about why having your arms around your third-party population (vendors, contractors, consultants, etc.) makes you a low risk target for a successful exit with Paul Schrantz of VendorCentric Connect with Paul:...contractors, consultants, etc.) makes you a low risk target for a successful exit with Paul Schrantz of VendorCentric

Connect with Paul: https://www.linkedin.com/in/paul-schrantz-3a508915/

Connect with VendorCentric: https://www.vendorcentric.com/

Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2111falsefullIs Crowd Funding A Viable Source Of Capital For Business Growth And Acquisition? Ft. Lorette Farrishttps://www.spreaker.com/episode/is-crowd-funding-a-viable-source-of-capital-for-business-growth-and-acquisition-ft-lorette-farris--18981523
Connect with Lorette: https://www.linkedin.com/in/lorettefarris/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981523Mon, 02 Sep 2019 17:56:55 +0000ENNIS Legacy PartnersA discussion with Lorette Farris, Founder of iBOSS, Inc., on when crowdfunding can make sense as a source of funds for launching or growing your business. Connect with Lorette: https://www.linkedin.com/in/lorettefarris/
Connect with Lorette: https://www.linkedin.com/in/lorettefarris/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1821falsefullThe Use of a Revocable Trust in Transferring Ownership of Your Business at Death ft. Micah Bonavirihttps://www.spreaker.com/episode/the-use-of-a-revocable-trust-in-transferring-ownership-of-your-business-at-death-ft-micah-bonaviri--18981522
Connect with Micah: https://steinsperling.com/attorneys/micah-bonaviri/

Learn more at ennislp.com

Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981522Mon, 02 Sep 2019 17:56:50 +0000ENNIS Legacy PartnersLearn more about the advantages and disadvantages of using a trust in transferring your business interest at death in this interview with attorney Micah Bonaviri, Partner at the law firm of Stein Sperling. Connect with Micah:...
Connect with Micah: https://steinsperling.com/attorneys/micah-bonaviri/

Learn more at ennislp.com

Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1998falsefullCritical Mistakes That Keep You From Growing Your Top Line on LinkedIn. Ft. Kelly Leonardhttps://www.spreaker.com/episode/critical-mistakes-that-keep-you-from-growing-your-top-line-on-linkedin-ft-kelly-leonard--18981521

Connect with Kelly:
Speaker/Trainer > Tune into the B.O.O.S.T.® podcast
TV Show Host > Watch the Small Business Network
Author > Read B.O.O.S.T.®

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981521Mon, 02 Sep 2019 17:56:45 +0000ENNIS Legacy PartnersListen in as LinkedIn expert Kelly Leonard (Co-Founder of Taylor-Leonard Corporation) describes how to effectively use LinkedIn in increasing sales revenue, and how to avoid critical mistakes in making it happen. Connect with Kelly: Speaker/Trainer...

Connect with Kelly:
Speaker/Trainer > Tune into the B.O.O.S.T.® podcast
TV Show Host > Watch the Small Business Network
Author > Read B.O.O.S.T.®

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1916falsefullWhy Should a Business Owner Build To Sell? Ft. John Warrillowhttps://www.spreaker.com/episode/why-should-a-business-owner-build-to-sell-ft-john-warrillow--18981519
John’s website: http://www.builttosell.com/

Learn More about Ennis Legacy Partners: ennislp.com

Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Corby: https://www.linkedin.com/in/corby-megorden-cepa-ccea-mea-b4816b1a/

Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981519Mon, 02 Sep 2019 17:56:39 +0000ENNIS Legacy PartnersInterview with Author and the Founder of The Value Builder System™ John Warrillow on why it’s essential for a business owner to build a sellable business for a successful exit. John’s website: http://www.builttosell.com/ Learn More about Ennis...
John’s website: http://www.builttosell.com/

Learn More about Ennis Legacy Partners: ennislp.com

Connect with Pat: www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Corby: https://www.linkedin.com/in/corby-megorden-cepa-ccea-mea-b4816b1a/

Connect with Walter: www.linkedin.com/in/walter-deyhle…p-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2944falsefullWhat You Can Expect From Due Diligence When Selling Your Business Ft. Sharon Heatonhttps://www.spreaker.com/episode/what-you-can-expect-from-due-diligence-when-selling-your-business-ft-sharon-heaton--18981515
Connect with Sharon: https://www.linkedin.com/in/sharonheaton/

Important Links:

Learn More about Ennis Legacy Partners: ennislp.com

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981515Mon, 02 Sep 2019 17:56:34 +0000ENNIS Legacy PartnersLearn about the importance of a pre-sale due diligence process in selling your business with M&A Advisor Sharon Heaton. Connect with Sharon: https://www.linkedin.com/in/sharonheaton/ Important Links: Learn More about Ennis Legacy Partners:...
Connect with Sharon: https://www.linkedin.com/in/sharonheaton/

Important Links:

Learn More about Ennis Legacy Partners: ennislp.com

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1039falsefullThe Role of an M&A Attorney in a Sale Transaction w/ Attorney Scott Taylorhttps://www.spreaker.com/episode/the-role-of-an-m-a-attorney-in-a-sale-transaction-w-attorney-scott-taylor--18981514
-Connect with Scott-
Linkedin: https://www.linkedin.com/in/scott-w-taylor-b94a875/
Scott's Firm: https://smolenplevy.com/

Important Links:

Learn More about Ennis Legacy Partners: ennislp.com

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981514Mon, 02 Sep 2019 17:56:28 +0000ENNIS Legacy PartnersWalter and Pat interview business attorney Scott Taylor of Smolen Plevy about the role and responsibilities of a Mergers & Acquisition (M&A) attorney in business sale transactions. -Connect with Scott- Linkedin:...
-Connect with Scott-
Linkedin: https://www.linkedin.com/in/scott-w-taylor-b94a875/
Scott's Firm: https://smolenplevy.com/

Important Links:

Learn More about Ennis Legacy Partners: ennislp.com

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1444falsefullNavigating the Boomer Bust with John Dinihttps://www.spreaker.com/episode/navigating-the-boomer-bust-with-john-dini--18981512
Important Links:

Learn More about John: http://www.johnfdini.com/

Learn More about Ennis Legacy Partners: ennislp.com

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981512Mon, 02 Sep 2019 17:56:22 +0000ENNIS Legacy PartnersDiscuss controlling the process of a successful business transition for Baby Boomer business owners. Important Links: Learn More about John: http://www.johnfdini.com/ Learn More about Ennis Legacy Partners: ennislp.com Connect with Pat:...
Important Links:

Learn More about John: http://www.johnfdini.com/

Learn More about Ennis Legacy Partners: ennislp.com

Connect with Pat: https://www.linkedin.com/in/pat-ennis-25b4a111/

Connect with Walter: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1560falsefullCommon Pricing Mistakes Made by Business Owners - Interview with Robert Fukuihttps://www.spreaker.com/episode/common-pricing-mistakes-made-by-business-owners-interview-with-robert-fukui--18981508
Learn more about Ennis Legacy Partners: Ennislp.com

Contact Robert: https://www.linkedin.com/in/robertfukui/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>https://api.spreaker.com/episode/18981508Mon, 02 Sep 2019 17:56:11 +0000ENNIS Legacy PartnersIn this episode, we talk to Robert Fukui about his experience with pricing mistakes. Learn more about Ennis Legacy Partners: Ennislp.com Contact Robert: https://www.linkedin.com/in/robertfukui/
Learn more about Ennis Legacy Partners: Ennislp.com

Contact Robert: https://www.linkedin.com/in/robertfukui/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1739falsefullThe Key Elements of a Successful Insider Sale Featuring Elizabeth Mowerhttps://www.spreaker.com/episode/the-key-elements-of-a-successful-insider-sale-featuring-elizabeth-mower--18981346Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>4d473535-ffe9-358d-87b3-fb56c49a73a3Tue, 12 Feb 2019 16:48:01 +0000ENNIS Legacy Partners2219falsefullHow Healthy Partner Relations Can Preserve the Value of Your Business Ft. David Gagehttps://www.spreaker.com/episode/how-healthy-partner-relations-can-preserve-the-value-of-your-business-ft-david-gage--18981338Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2510118e-ed75-d378-afa0-85eab0867b43Wed, 29 Aug 2018 03:50:26 +0000ENNIS Legacy Partners2595falsefullCharitable Planning for Transitioning Business Owners Featuring Phil Cubetahttps://www.spreaker.com/episode/charitable-planning-for-transitioning-business-owners-featuring-phil-cubeta--18981343
Link to Phil's LinkedIn: https://www.linkedin.com/in/philipcubeta/

Te learn more about Ennis Legacy Partners, clic here: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>c3edb4e8-1b1f-86aa-84da-6438f6ea1bbbWed, 29 Aug 2018 03:34:24 +0000ENNIS Legacy PartnersPat and Walter interview Phil Cubeta, the Wallace Chair in Philanthropy at The American College, on why exiting a business can be seen as “a beginning rather than an end”, and that charitable giving, generosity, and philanthropy can play a key role in...
Link to Phil's LinkedIn: https://www.linkedin.com/in/philipcubeta/

Te learn more about Ennis Legacy Partners, clic here: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1332falsefullOverlooked Employment Risk Areas for Exit Planning Featuring Christine Johnsonhttps://www.spreaker.com/episode/overlooked-employment-risk-areas-for-exit-planning-featuring-christine-johnson--18981362
Link to Christine's Linkedin profile: https://www.linkedin.com/in/christine-lambrou-johnson-b9b21311/

Link to Walter's Linkedin Profile: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Link to Pat's Linkedin Profile: https://www.linkedin.com/in/pat-ennis-25b4a111/

For more information on Ennis Legacy Partners, Click here: https://ennislp.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>3ab9eedf-4f3a-0cbf-96cb-08b43b170c72Wed, 29 Aug 2018 03:32:27 +0000ENNIS Legacy PartnersAn interview with Attorney Christine Lambrou Johnson regarding Intellectual Property and Incentive Planning and their potential impact on your exit. Link to Christine's Linkedin profile: https://www.linkedin.com/in/christine-lambrou-johnson-b9b21311/...
Link to Christine's Linkedin profile: https://www.linkedin.com/in/christine-lambrou-johnson-b9b21311/

Link to Walter's Linkedin Profile: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Link to Pat's Linkedin Profile: https://www.linkedin.com/in/pat-ennis-25b4a111/

For more information on Ennis Legacy Partners, Click here: https://ennislp.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1479falsefullCaptive Insurance Companies Featuring Rick Gowhttps://www.spreaker.com/episode/captive-insurance-companies-featuring-rick-gow--18981337
To Learn more about ENNIS Legacy Partners, Click here: https://ennislp.com/

To learn more about Walter Deyhle and Gelman, Rosenberg, and Freedman, CPAs, Click here: https://www.grfcpa.com/

To learn more about Rick Gow, Click here: https://www.linkedin.com/in/rickgowinnova/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>613e70a3-b94a-8c32-6f44-a6821d7005d3Wed, 29 Aug 2018 03:31:08 +0000ENNIS Legacy PartnersAn interview with Financial Advisor Rick Gow regarding what a Captive Insurance Company is and how they can benefit you as a Business Owner in building value and exiting. To Learn more about ENNIS Legacy Partners, Click here: https://ennislp.com/...
To Learn more about ENNIS Legacy Partners, Click here: https://ennislp.com/

To learn more about Walter Deyhle and Gelman, Rosenberg, and Freedman, CPAs, Click here: https://www.grfcpa.com/

To learn more about Rick Gow, Click here: https://www.linkedin.com/in/rickgowinnova/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2025falsefullKnowing Your 'Why' and Preparing for a Successful Exit Featuring Beth Bermanhttps://www.spreaker.com/episode/knowing-your-why-and-preparing-for-a-successful-exit-featuring-beth-berman--18981350
To connect with Beth Berman on LinkedIn, click here: https://www.linkedin.com/in/bethperlberman/

To learn more about Ennis Legacy Partners, click here: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>f678ce8f-ed79-3b32-c009-92918357eb01Wed, 29 Aug 2018 03:29:13 +0000ENNIS Legacy PartnersThank you Beth for joining us! To connect with Beth Berman on LinkedIn, click here: https://www.linkedin.com/in/bethperlberman/ To learn more about Ennis Legacy Partners, click here: ennislp.com
To connect with Beth Berman on LinkedIn, click here: https://www.linkedin.com/in/bethperlberman/

To learn more about Ennis Legacy Partners, click here: ennislp.com

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1332falsefullMinimizing Risks Related to Data Security and Privacy Featuring Dave Greberhttps://www.spreaker.com/episode/minimizing-risks-related-to-data-security-and-privacy-featuring-dave-greber--18981358
For More information on David Greber, Click here: https://www.offitkurman.com/attorney/david-s-greber/

For more information on Ennis Legacy Partners, Click here: https://ennislp.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>fc90bfa3-76d9-f12c-1dfc-801de44e92e3Wed, 29 Aug 2018 03:23:13 +0000ENNIS Legacy PartnersIn this podcast we will interview Attorney, Dave Greber, of the law firm Offit Kurman about Privacy and Data Security. Dave will discuss the differences, why owners should care, the top risks, and what steps business owners can take to minimize risk....
For More information on David Greber, Click here: https://www.offitkurman.com/attorney/david-s-greber/

For more information on Ennis Legacy Partners, Click here: https://ennislp.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>2129falsefullThe Importance of a well-drafted Buy-Sell Agreement Featuring Larry Bellhttps://www.spreaker.com/episode/the-importance-of-a-well-drafted-buy-sell-agreement-featuring-larry-bell--18981355
Special thanks to Podcast Village: https://podcastvillage.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>873f5ecc-9b18-b21d-a374-1172b5878c1dWed, 29 Aug 2018 03:19:17 +0000ENNIS Legacy PartnersIn this podcast, we interview Attorney Larry Bell on the importance of a well-drafted Buy-Sell Agreement. Special thanks to Podcast Village: https://podcastvillage.com/
Special thanks to Podcast Village: https://podcastvillage.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1277falsefullRelevant Habits for a Successful Business Owner Exit Featuring Maura Frederickshttps://www.spreaker.com/episode/relevant-habits-for-a-successful-business-owner-exit-featuring-maura-fredericks--18981360
Special thanks to Podcast Village: https://podcastvillage.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>21847f24-eed6-fac2-502b-48d0c11f3e97Wed, 29 Aug 2018 03:00:46 +0000ENNIS Legacy PartnersIn this podcast we interview Maura Fredericks, Owner of Relevant Habits, on the habits that are relevant for an owner in building transferable value and exiting their business successfully. Special thanks to Podcast Village: https://podcastvillage.com/
Special thanks to Podcast Village: https://podcastvillage.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1021falsefullHow Can a Business Owner Better Develop Their Successor? Featuring Michael Beckhttps://www.spreaker.com/episode/how-can-a-business-owner-better-develop-their-successor-featuring-michael-beck--18981364
To learn more about Michael, click here: http://www.michaeljbeck.com/
To learn more about our services, click here: http://ennislp.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>b148bd13-081f-84a9-2ee2-17dafbb1daa1Wed, 29 Aug 2018 02:40:26 +0000ENNIS Legacy PartnersIn this episode, we learn from Michael J. Beck of Eliciting Excellence about the importance of developing a successor and planning your successful business exit. To learn more about Michael, click here: http://www.michaeljbeck.com/ To learn more...
To learn more about Michael, click here: http://www.michaeljbeck.com/
To learn more about our services, click here: http://ennislp.com/

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1766falsefullHow Important Are Retirement Plans When Selling Your Business? Featuring Chris Schaeferhttps://www.spreaker.com/episode/how-important-are-retirement-plans-when-selling-your-business-featuring-chris-schaefer--18981412
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>9b20c8d4-cec6-0fa3-d981-e8f6437bb159Wed, 29 Aug 2018 02:36:57 +0000ENNIS Legacy PartnersAs a business owner do you understand the role of fiduciary as it pertains to your business retirement plan? If not, you need to listen to this EXIT READINESS podcast with retirement plan expert Chris Schaefer of MV Financial.
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1140falsefullThe Changing Role of an Owner in the Successful Exit of Their Business Ft. John Hrasterhttps://www.spreaker.com/episode/the-changing-role-of-an-owner-in-the-successful-exit-of-their-business-ft-john-hraster--18981348Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>4442fa48-4e91-abd8-a7a4-8d6603eabe17Wed, 29 Aug 2018 02:35:13 +0000ENNIS Legacy Partners1328falsefullExpensive Sentences Featuring Jack Quarleshttps://www.spreaker.com/episode/expensive-sentences-featuring-jack-quarles--18981413Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>66ec8d45-3cfb-e046-00bc-6df3be2d994cWed, 29 Aug 2018 02:33:02 +0000ENNIS Legacy Partners1093falsefullExpensive Mistakes When Buying & Selling CO'S Featuring Stuart Sorkinhttps://www.spreaker.com/episode/expensive-mistakes-when-buying-selling-co-s-featuring-stuart-sorkin--18981356Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>4c6d732a-9099-ddb8-6448-c0541a4b09fcWed, 29 Aug 2018 02:30:14 +0000ENNIS Legacy Partners1079falsefullGrowth through Acquisition Featuring Matt Crafthttps://www.spreaker.com/episode/growth-through-acquisition-featuring-matt-craft--18981414Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>93c28e1f-348c-a9a7-45f6-a2de7baf3133Wed, 29 Aug 2018 02:28:43 +0000ENNIS Legacy Partners1759falsefullBusiness Valuations & Exit Planning Featuring Walter Deyhlehttps://www.spreaker.com/episode/business-valuations-exit-planning-featuring-walter-deyhle--18981363
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>b0ae4d90-5286-15fb-5511-28933c1d315aWed, 29 Aug 2018 02:23:38 +0000ENNIS Legacy PartnersENNIS Legacy Partners first EXIT READINESS podcast. Interview with Walter Deyhle, CPA and partner at Gelman Rosenberg & Freedman regarding the importance of business valuations in planning a successful owner exit.
Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness

DISCLAIMER: The information in this presentation is provided as education only.
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.]]>1350falsefull