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Four Traps To Avoid When An Acquirer Comes Calling
Republished with permission from Built to Sell Inc. You may be eager to sell your business, and happy to have an acquirer at your doorstep, but what’s it like when an acquirer starts looking inside...
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KEY032 | How To Properly Value A Business
How To Properly Value A Business IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Jason Kwiatkowski, Partner at the firm Valuation Support Partners to discuss the important aspects of...
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KEY033 | How Sellable Is Your Business
How Sellable Is Your Business IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance. We have a great discussion on...
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Charles Wilton – Investment Teaching Moment
In this video, I have an in-depth discussion with Charles Wilton, a Portfolio Manager, in the Private Investment Management Group at Raymond James – one of the most respected investment management...
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The Hierarchy of Recurring Revenue
Republished with permission from Built to Sell Inc. How to make your company irresistible to potential buyers One of the biggest factors in determining the value of your company is the extent to which...
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KEY034 | Tax and Estate Planning Update
Tax and Estate Planning Update IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Mark Echlin, President of Simple Insurance Solutions. Mark is a tax and estate planning specialist and he...
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KEY035 | Investment Teaching Moment
Investment Teaching Moment IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I interview Charles Wilton, Private Portfolio Manager at Raymond James Financial – one of the most respected investment...
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Mark Echlin – Tax and Estate Planning
In this edition of FLY ON THE WALL, I invited Mark Echlin, President of Simple Insurance Solutions to chat about some of the most significant changes taking place in the area of tax and estate...
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Is Your Business You-Proof?
Republished with permission from Built to Sell Inc. Whether you’re planning to sell your company sometime soon or sometime in the future; now is the time to ensure that your business isn’t all about...
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KEY036 | Financial Planning For Business Owners Is Simply Different
Financial Planning For Business Owners Is Simply Different IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to highlight the single biggest problem business owners face when it comes to...
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Charles Wilton – The “Sell” Side Of Investing
On today’s episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James. In the last episode we discussed the buying...
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KEY037 | The “Sell” Side of Investing
The “Sell” Side of Investing IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at...
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Jason Kwiatkowski – Business Valuations
On today’s episode, I interview Jason Kwiatkowski, a Partner with Valuation Support Partners Ltd. We chat about why business valuations are so important to your business and what the major trends are...
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Avoiding the superstar sales rep trap
Republished with permission from Built to Sell Inc. For your business to be valuable – and sellable one day – you need some way to generate sales after you’re gone. Many business owners hire a...
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KEY038 | Life Insurance – What You Need To Know
Life Insurance – What You Need To Know IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to have a pretty candid discussion about Life Insurance and discuss what you need to know to make...
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Mike Flux – Market Update Q1 2013
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to...
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Mike Flux – Alternative Investment Strategies Q1 2013
In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook. We also discuss how to interpret the current events, and how to...
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KEY039 | Traditional Financial Planning Is Flawed!
Traditional Financial Planning Is Flawed! -How To Use What I’m Going To Share With You Over The Next Little While. IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST… I’m going to talk to you about how...
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John Duguid and Rod Howland – How Sellable Is Your Business?
On today’s episode, I interview John Duguid and Rod Howland, Managing Directors at Gallium Corporate Finance. We discuss the key attributes that a business must have to attract a higher selling price....
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Charles Wilton – Why Buy Caterpillar
On today’s episode, I have an in-depth discussion with Charles Wilton, a Portfolio Manager with the Private Investment Management Group at Raymond James. In this video, we continue our discussion on...
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