The Art of Business Podcast - The latest trends and information that affect your business

Steven E. Zeller
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  • ENTREPRENEURSHIP
The Art of Business Podcast - The latest trends and information that affect your business

The show discusses the latest trends and information that affect the profitability and value of your company and helps prepare you for an Exit of your business.The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Financial planning services and fixed insurance products and services offered by Zeller Kern Wealth Advisors, a registered investment adviser, are separate and unrelated to Commonwealth. Zeller Kern Wealth Advisors, 2377 Gold Meadow Way, Suite 100, Gold River, CA 95670, 916-436-8270.

Episodes

  1. 04/17/2024

    ESOP Update - What Are the Trends for ESOPs as An Exit Strategy

    The host interviews Kelley Finnell of Executive Financial Services, based in Memphis, TN, to give us an update on the trends with ESOPs relative to other exit strategies for business owners.

    19 min

  2. 03/12/2024

    Building a Strong Management Team In Your Business

    In this episode, In this episode, the host interviews Craig Hettrich, Co-Founder of The Hettrich Group. The Hettrich Group has three business offerings, one of which is Craig as a Certified EOS Implementer. Steve and Craig discuss how the EOS (Entrepreneurial Operating System) can be applied to build a strong management team, set a corporate vision, and achieve a company's growth goals.

    35 min

  3. 10/24/2023

    Exit Planning From a Buyer's Perspective

    In this podcast episode, the host, Steven E. Zeller, interviews a former vice president of acquisitions, of an international elevator service and manufacturing company, John Lynly. Steve and John discuss the critical areas that are considered when evaluating the potential purchase of an elevator service company and various areas that any owner needs to consider when planning the sale of their company.

    51 min

  4. 08/29/2023

    Estate Planning for Business Owners - 08/29/23

    In this episode, the host gives an economic outlook for the next few quarters and discusses estate planning for high-net-worth business owners with attorney Jeff Stephens of GVM Law.

    44 min

  5. 07/20/2023

    Preparing Yourself for a Healthy and Happy Business Exit

    In this episode, the host Steven E. Zeller discusses the importance of assuring a definite major purpose for a business owner's life, post-sale or succession from their business. The host will interview industry expert, Allie Taylor, of Orange Kiwi on the subject, stressing the importance of taking the steps necessary to assess an owner's susceptibility to post-sale remorse and how to avoid it.

    33 min

  6. 05/11/2023

    Selling Your Business to An ESOP

    In this episode, the host, Steven E. Zeller, and his guest, Kelly Finnell, do a deep dive discussion on selling your business to an ESOP.

    38 min

  7. 04/18/2023

    The Art of Business Podcast - Selling Your Business to a Third Party

    In this episode, the host discusses the business exit planning process, and interviews an M&A Business Broker, Jeff Potts, of Gold Country Advisors. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Financial planning services and fixed insurance products and services offered by Zeller Kern...

    42 min

  8. 03/30/2023

    Art of Business Podcast - Increasing Business Revenue by Strengthening Your Sales Team

    The host focuses on the importance of having a strong sales team and discusses the changes and trends in sales. The featured interview is with Jeff Soares of Elevated Sales Partners. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Financial planning services and fixed insurance products and ...

    35 min

  9. 03/22/2023

    The Art of Business Podcast Episode 2 - Running a Business is a Team Sport

    In this episode, the host discusses the importance of having a carefully chosen team, including outside advisors, how to choose them and what to look for in doing so. The host also discusses the current economic conditions. The host also interviews a proactive C.P.A., David Scott of Scott & Baldwin C.P.A.s. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonweal...

    34 min

  10. 03/14/2023

    Focus on Innovative Growth

    In this episode, the host discusses how to pursue innovative growth in your business with guest Dr. Brian Gladden of the Strategy & Innovation Institute (Si2).

    32 min
  • 10 Episodes

About

The show discusses the latest trends and information that affect the profitability and value of your company and helps prepare you for an Exit of your business.The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Financial planning services and fixed insurance products and services offered by Zeller Kern Wealth Advisors, a registered investment adviser, are separate and unrelated to Commonwealth. Zeller Kern Wealth Advisors, 2377 Gold Meadow Way, Suite 100, Gold River, CA 95670, 916-436-8270.

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