12 episodes
The Business Owner Challenge Brady Marlow and Rob Wellendorf
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- Business
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5.0 • 1 Rating
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This is The Business Owner Challenge with Brady Marlow of EXECSO.
As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally.
In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more.
And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!
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Episode 12 - The Power of the Process
How we bring your advisory team together, so that you can make seminal decisions, in a confident and efficient manner.
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Episode 11 - Tired of Strategic Planning? Special Guest: Jeff Shannon
Jeff Shannon, Co-founder of Bravium Human Development helps us re-imagine our strategy process in a way that is fun, facilitates vulnerable and productive communication, and activates buy-in from your leaders and staff. Don't miss this episode!
Check out Bravium at https://www.braviumhd.com/ -
Episode 10 - Shareholder Agreements
Today we tackle shareholder agreements and how to plan for the unknown, including divorce, partner dispute, valuation strategies, and more!
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Episode 9 - Real Estate Attorney Andy Simpson
Welcome Real Estate and Mergers & Acquisitions Attorney Andy Simpson to the show! Andy provides some pitfalls to be avoided when considering the transfer of your business, and when and how your attorney can best help throughout the process. Find Andy at https://goosmannlaw.com/attorneys/andrew-w-simpson/
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Episode 8 - What Can You Do Today?
In this episode Brady gives some action steps to create value in your business. There is also a bonus Elvis song recommendation!
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Episode 7 - The Sale
Today we talk about how to exit from the business...selling, getting paid and having a plan. We talk about helping to find suitors for your business and more. Should you engage a business broker to sell your business? There are many questions and strategies that need to be looked at before selling your business and we talk about how to go about that and the pitfalls to avoid.