Building and Protecting Your Business Worth

Thomas J. Perrone, CLU,CIC
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“Building and Protecting Your Business Worth Podcast” brings together ideas from successful small business owners, and professionals from many different industries to share strategies and ideas to help create business growth, increased profits, and to protect your business worth from the “What If’s Of Life”. The podcast will share ideas of how to unlock your “Business DNA”, creating more efficient business decisions, leisure time, and more fun in your business.

  1. 4d ago

    THE GREAT DISCONNECT - THE WAY BUSINESSES FAIL

    Episode Overview Most business owners don’t fail because they lack a plan — they fail because their plans were never built to work together. In this episode, Tom Perrone unpacks why so many otherwise diligent owners end up with a collection of individually sound documents — an estate plan, a business plan, insurance, and reliance on key people — that were never coordinated toward the same outcome. He walks through the three forces that quietly work against every owner, and makes the case for a single point of coordination: a financial architect who sees the whole building rather than one more contractor working in isolation. Key Themes Covered • The Disconnect — why individually solid plans (estate, business, insurance, key people) can still fail an owner when no one has coordinated them. • The stakes — only a small percentage of owners complete a successful, profitable exit; the rest continue until they can’t, sell under pressure, or liquidate. • Three forces working against owners: human nature (the crisis of the month always wins), planning overwhelm (fear of losing control, identity tied to the business), and a fragmented advisory team (accountant, attorney, advisor, banker, and insurance agent rarely coordinating). • The case for a “financial architect” — one coordinating point of view that aligns succession, estate, insurance, and key-person strategy toward a single outcome. • Four questions every owner should be able to answer: What happens if something happens to me? What if I lose a key person? What if I no longer want to run the business? What if cash flow stays fragile? • Reassurance that coordinated planning doesn’t require a massive overhaul — broken into small steps, real answers are possible within months, not years. Listener Takeaway Owners don’t need another advisor or another document — they need someone coordinating the ones they already have. The responsibility to make that happen ultimately sits with the owner, not because advisors don’t matter, but because only the owner can decide to stop treating succession as next year’s problem. Discussion Prompt for Listeners Tom closes by inviting a conversation around one central question: why do you think most business owners haven’t coordinated their planning — and what do you believe is the main reason they haven’t? tperrone@necgginc.com To download your GWT wealth planning system, click below www.bpbpgrp.com/gwtwealth Episode Tags #BusinessSuccession #EstatePlanning #BusinessOwners #ExitPlanning

    THE GREAT DISCONNECT - THE WAY BUSINESSES FAIL

  2. Oct 31

    The Successor Nobody Planned For

    If you could not run your company starting tomorrow, what would happen? For most business owners with 5–50 employees, the honest answer is: nobody knows. And hoping someone will step up is not a succession plan. In this episode of Building and Protecting Your Business Worth, Tom Perrone, CLU, CIC, walks through the three questions every owner must answer (who will run it, who will own it, and who will control it), the six risks that appear fast when no successor is named, and a practical four-part approach to building a plan that works. You'll also hear a case study of a profitable, 30-year manufacturer that nearly unravels when its founder becomes seriously ill. Nothing was documented, and no one knew who could make decisions. In this episode: • Why running, owning and controlling a business are three separate questions • The six risks of having no named successor • The overlooked question: who actually votes the shares? • Seven succession-planning mistakes to avoid • A four-part framework: People, Ownership and Authority, Value and Funding, Communication and Review • Seven questions to ask yourself tonight to see if your business is ready Ready to find out if your business can succeed without you? Schedule time with your attorney, tax adviser and financial professional, or contact Tom directly. Connect with Tom Perrone • Blog: www.yourbusinessworth.com • Email: tperrone@necgginc.com - if you would like a copy of my book, email me a request and I will send it to you. • Phone: 203-530-6615 • Books: Unlocking Your Business DNA

    The Successor Nobody Planned For

  3. Oct 27

    Building a Healthier Leadership Team: The Key to Better Business Performance

    Building a Healthier Leadership Team: The Key to Better Business Performance Guest: Shelby Marshall, Professional EOS Implementer® at EOS Worldwide Why do some businesses have great ideas, hardworking employees, and ambitious goals, yet struggle to achieve consistent results? The answer may lie not in how smart the business is, but in how well its leadership team works together. In this episode, host Thomas J. Perrone, CLU, CIC, welcomes Shelby Marshall of EOS Worldwide to discuss the importance of building a healthy leadership team. They explore why business owners and leaders often avoid difficult conversations, struggle with important decisions, and fail to hold themselves accountable for getting things done. Shelby shares insights into the connection between trust, communication, decision-making, and accountability—and how improving these areas can help businesses turn their vision into measurable results. For business owners, developing a healthy leadership team can be an essential step toward improving execution, strengthening the organization, and building a business that does not depend entirely on the owner to make every decision. In this episode, you’ll discover: Why leadership team health is just as important as business strategy.Why difficult conversations are often avoided and how to approach them.How leadership teams can make better decisions and embrace change.Why good ideas do not always translate into consistent execution.How to recognize a healthier leadership team and connect that progress to better business results. Connect with Our Guest Shelby Marshall Professional EOS Implementer® | EOS Worldwide Phone: (508) 308-1226Email: shelby.marshall@eosworldwide.comWebsite: https://www.eosworldwide.com/shelby-marshall Connect with Your Host Thomas J. Perrone, CLU, CIC New England Consulting Group of Guilford, Inc. Consultant, Author, Podcast Host, and Creator of the GWT Planning System® Phone: 203-530-6615Email: necgginc@icloud.comWebsite: https://www.bpbpgrp.com Building and Protecting Your Business Worth explores practical strategies to help business owners grow their companies, protect the value they have built, and plan for a more secure financial future.

  4. Oct 27

    Building a Healthier Leadership Team: The Key to Better Business Performance

    Guest: Shelby Marshall, Professional EOS Implementer® at EOS Worldwide Why do some businesses have great ideas, hardworking employees, and ambitious goals, yet struggle to achieve consistent results? The answer may lie not in how smart the business is, but in how well its leadership team works together. In this episode, host Thomas J. Perrone, CLU, CIC, welcomes Shelby Marshall of EOS Worldwide to discuss the importance of building a healthy leadership team. They explore why business owners and leaders often avoid difficult conversations, struggle with important decisions, and fail to hold themselves accountable for getting things done. Shelby shares insights into the connection between trust, communication, decision-making, and accountability—and how improving these areas can help businesses turn their vision into measurable results. For business owners, developing a healthy leadership team can be an essential step toward improving execution, strengthening the organization, and building a business that does not depend entirely on the owner to make every decision. In this episode, you’ll discover: Why leadership team health is just as important as business strategy.Why difficult conversations are often avoided and how to approach them.How leadership teams can make better decisions and embrace change.Why good ideas do not always translate into consistent execution.How to recognize a healthier leadership team and connect that progress to better business results. Connect with Our Guest Shelby Marshall Professional EOS Implementer® | EOS Worldwide Phone: (508) 308-1226Email: shelby.marshall@eosworldwide.comWebsite: https://www.eosworldwide.com/shelby-marshallConnect with Your Host Thomas J. Perrone, CLU, CIC New England Consulting Group of Guilford, Inc. Consultant, Author, Podcast Host, and Creator of the GWT Planning System® Phone: 203-530-6615Email: necgginc@icloud.comwebsite: www.bpbpgrp.com/tom

    Building a Healthier Leadership Team: The Key to Better Business Performance

  5. Oct 14

    Creating Business Strategies The Post-It Notes Way!

    Creating Business Strategies The Post-It Notes Way! Guest Kristy Tupper, Founder and Business Strategy Consultant, Open Concept Strategy & Innovation (OCSI) Episode Overview After 30 years in corporate America, many of them in executive roles, Kristy Tupper founded Open Concept Strategy & Innovation to help small business owners get clear on where their business is headed. In this episode, she explains how executives and founders see a business differently, and why she combines business strategy, AI strategy, and leadership mentoring in one engagement rather than three separate hires. Kristy also tackles a common belief among owners: that AI strategy is only for big companies with big budgets. She shares how she makes it practical for solo founders and micro businesses. She describes her hands-on sessions, where a physical business model canvas, markers, and sticky notes help owners see their whole business laid out for the first time. She closes with a real example of a stuck founder and what changed once their business model came into focus. Topics Covered The gap between how executives and founders think about a businessWhy strategy, AI, and mentoring work best togetherMaking AI useful and doable for small and micro businessesMapping a business on a physical business model canvasA founder's story: from stuck to clearTakeaway for Business Owners Clarity about how your business actually works comes before growth, and the tools to get there are more accessible than most owners think. Connect with Kristy www.openconceptsi.com · kristy@openconceptsi.com · linkedin.com/in/kristytupper Building and Protecting Your Business Worth with Thomas J. Perrone, CLU, CIC · New England Consulting Group of Guilford, Inc. · 203-530-6615 · www.bpbpgrp.com/tom

  6. Oct 7

    Respecting Your Buy and Sell Agreement!

    Respecting Your Buy and Sell Agreement! A Buy and Sell Agreement protects your company during a partner's exit. Learn why generic templates often fail business owners. Business succession planning requires more than a standard template found online. If you rely on hand-me-down documents, you risk significant conflict when a trigger event occurs, such as the death or departure of a partner. This short guide outlines why personalized planning is essential to keeping your company stable and your partners protected. We break down the specific components of a robust business exit strategy that actually stands up to legal scrutiny. By focusing on the details now, you ensure that your hard work translates into tangible assets rather than litigation or forced liquidation. tperrone@necgginc.com  https://youtu.be/IQ8irS6jS1w

  7. Sep 26

    Creating Your Target Client Using Linkedin - The Effective Way!

    BUILDING AND PROTECTING YOUR BUSINESS WORTH Podcast Episode Summary & Guest Brief Episode Guest | Brian C. Traichel — Founder, My Target ClientGuest Focus | B2B Business Strategist | Brand Voice ConsultantEpisode Theme | Positioning Professionals for Sales Using LinkedInRecording Date | Tuesday, September 22, 2026 — 9:00 AM PST (Zoom)Format | 15–20 minutes, 3–5 core discussion areasHost | Thomas J. Perrone, CLU, CIC  Guest Bio Brian C. Traichel is the Founder of My Target Client, working with professionals under the banner "Positioning Professionals for Sales Using LinkedIn." He has used LinkedIn as a business development platform since 2006 and now advises clients on brand voice, relationship-based outreach, and using AI to support — not replace — genuine connection. •       Phone: 619-887-0932 •       Email: briantraichel@gmail.com •       LinkedIn: linkedin.com/in/briantraichel Discussion Questions 1. You've been on LinkedIn since 2006 — before most people even knew what it was for. What's changed the most about how it actually works for business development? 2. A lot of people think of you as “the LinkedIn guy,” but you've said you're really not. So how do you describe what you actually do? 3. What's the biggest thing business owners get wrong about LinkedIn — the thing that's actually costing them opportunities without them realizing it? 4. Everyone talks about content and posting more. You seem to disagree with that advice. What's your actual take on how much someone should be posting? 5. If someone's about to have a first call with a new connection, what should they do in the ten minutes before that call to actually walk in prepared? 6. You use AI as part of your process now. Where does that actually fit into building a real relationship with someone — doesn't that feel like it defeats the purpose? 7. How do you find the right people to reach out to in the first place? What does that actually look like day to day? 8. A lot of people are afraid to reach out to someone they haven't talked to in years, or who they feel like they “missed their shot” with. What's your advice there? 9. You talk a lot about quality over quantity — going deep instead of wide. How does someone know if they're spreading themselves too thin on this platform? 10. If someone's listening to this and wants to get serious about LinkedIn for business development, what's the first thing they should do this week? Host Contact Thomas J. Perrone, CLU, CIC President & Founder, New England Consulting Group of Guilford, Inc. Email: tperrone@necgginc.com Phone: 203-530-6615

  8. Sep 24

    When Your Plans Don’t Work Together

    When Your Plans Don’t Work Together Most business owners don’t have a planning problem—they have a coordination problem. They may have an estate plan, business plan, insurance, key employees, an accountant, an attorney, a financial advisor, and a banker. The problem is that these pieces often weren’t designed to work together. In this episode of Building and Protecting Your Business Worth, Tom Perrone shares what he has seen repeatedly over more than 50 years of working with business owners: the daily demands of running a business often push succession, protection, and transition planning into the future—until an unexpected event forces the issue. The solution isn’t necessarily another advisor. It’s having someone look at the whole picture and make sure the business, estate, insurance, key-person, and transition strategies are working toward the same outcome. We’ll explore four questions every business owner should be asking: What happens if something happens to me?What happens if I lose a key person?What happens if I no longer want to run the business?What happens if cash flow remains fragile? Building and protecting your business worth isn’t something to put off until “next year.” Small steps today can help you grow wealth, increase company value, protect what you’ve built, and create a successful transition. Download your Free Special Report Guide: Growing Your Business on Purpose https://www.allclients.com/Form3.aspx?Key=8E855B7C5649CAE229B85BC054E007C6 tperrone@necgginc.com

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“Building and Protecting Your Business Worth Podcast” brings together ideas from successful small business owners, and professionals from many different industries to share strategies and ideas to help create business growth, increased profits, and to protect your business worth from the “What If’s Of Life”. The podcast will share ideas of how to unlock your “Business DNA”, creating more efficient business decisions, leisure time, and more fun in your business.

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