Tom and Steve discuss the importance of branding and social media during these transformable times. Plus tips on how to get expert advice and minimize you expense.
Phyllis, the "Franchise Coach" discusses franchise opportunities and how they are COVID/recession proof. She also shares her methodology for finding the right franchise for you and some creative financing tips.
Sr. Attorney Jason Hamilton of Theodora Oringher discusses litigation as a Litigator, but also the options of Arbitration and Mediation around Business and Commercial issues as well as Intellectual Property Protection and Labor Law.
Eric and Cedric Ferrell, a tenured Real Estate Professional discuss Commercial Investments Real Estate's opportunities and challenges and how technology, interest rates, and e-commerce are reshaping how investors evaluate this asset class.
Returning guest Dr. Stephanie Ardrey shares important information regarding the Tax Relief 2020 bill and its implications for businesses and owners. She drills down on how the application process works, how to qualify and can you qualify for more than one for of relief.
Dr. Denice Hinden drills down on Brain Chemistry. What business owners need to know and how it impacts the business environment, challenges, tools to have more trusted conversations for leaders and how to become a better listener.
Returning guest: LiRon Anderson Bell, a Crisis Communication Expert and Doug Bender, a Human Resources Consultant share their thoughts on the COVID-19 or Coronavirus in regards to messaging for your vendors, clients, employees, and social media. Doug talks about what to do and not to do regarding employees and considerations to protect yourself as a business owner and your business.
Dr. Denice Hinden discusses leadership development within the organizational culture and how to improve companies bottom line through the use of a meeting facilitator, the follow up/debriefing of meetings and understanding brain chemistry to have more effective, trusting and stronger communication among teams, leaders and 1 on 1 conversation in the work environment.
Thanh Chief Credit and Chief Operating Officer for California International Bank discuss what a business should look for in a bank regarding lending, what is needed to qualify and that your banker should have relationships outside of their walls to help serve the client.
Steve VerBurg, Orange County President for Dale Carnegie discuss sales and culture within small-medium privately held and family-owned businesses, the areas he has experienced where business struggle and their successes, challenges that top leadership may have with the changing work environment, Leadership Dysfunction Disorder and the Millennial Generation's view/expectations of the workplace.
Eric closes out the year with appreciation for his listeners and wishing all a Merry Christmas.
Debbie, a tenured PR professional discusses public relations for the cannabis industry and PR in general. Plus, the importance of setting the stage vs. letting others.
Cole, an attorney for Stuart Kane discusses the cannabis space for his clients and investors. Cannabis business owner challenges and investor expectations.
Jacob discuss how and why entitlements prior to the sale of a commercial property could be of great benefit and value to the seller/business owner before the sale of a commercial property.
Host Eric Bell on being thankful for what you have and your great resolve to push through hard times to build your business.
Teresa gives a legal look at hiring, firing and in between regarding harassment, discrimination to best protect a business and the owners.
Cullen discusses the Foreign National market regarding tax, estate obligations in US. Privacy issues and the process. Why Life Insurance is a desired asset class.
Perryn Holtrop of Cardconnect discusses Business to Business credit card use, how fees are calculated, special pricing, how to qualify for special pricing, Gateways vs. Processors.
David and Brooke - Discuss the challenges some business owners experience in helping move their parents to a different community and how their real estate expertise in the Senior space has been of great value.
Everett Sands, CEO of Lendistry, LLC discuss lending today, 5 years from now and suggestions for up and coming business owners looking for financing.
Frank Garcia of Insurance KO discusses one of the employer's biggest challenges ...healthcare, group benefits, and gap insurance w/Aflac. A recruiting and retention tool.
Javier Guiterrez, Partner at Stuart Kane discuss how the commercial real estate sector is performing, tenant preferences, opportunity zones, the health of brick and mortar and 2020.
John discusses the formation of the Cigar Business Network events held throughout So Cal and why. A non-sales environment. Just people enjoying cigars and spirits. As well as encouraging others to start it in their area.
Shawn Bragdon of BGA discusses Long Term Care and Disability insurance. How they are different and what they are? Should you have one over the other or both and why?
Life Insurance Premium Financing is discussed regarding why it's a consideration by many in a low-interest-rate environment. Who and how to qualify. How it can be used in business, for retirement, for a business owner's estate and the terms around financing.
Discussion around the purpose of a buy/sell agreement and why a business should have one to protect owners families in death, disability and dissolution of a business
Cary discusses the process to determine the value of various assets such as businesses, business stock classes, and other business assets.
A discussion around the importance of accurate financial records and reporting and how a CFO can help in the planning of a companies growth and diversification.
Discussion on Business insurance. Why a business owner should have it and how the different types can protect different facets of your business.
Discussion about an export tax credit called Interest Charge Domestic International Sales Corporation (IC-DISC). David will discuss this and how to apply, the structure and how to receive the benefits if you are an exporter.
In this episode of Eric Bell talks with Jim as he reveals how to apply for SBA loans, the challenges some business owners may face and how to move through the process.
Fred discusses closely-held and family-owned business transition or succession challenges and what the next best steps are.
LiRon discusses how small business on a tight budget can leverage their marketing, advertising, PR and the importance of crisis management with actionable steps.
David shares with the audience how a company's owners can save money through life insurance with plan contributions 100% deductible.
Abdi discusses the possible cyber threats to small and medium-sized businesses and what can be done to reduce the likelihood.
Mike gives details on funding small businesses with the help of the state of CA through Small Business Development Corporation to create jobs and grow CA economy.
Allison will discuss cost savings and risk shifting in the areas of health care and workers comp through Insperity.
Bob discusses the overlaps of your business and how it relates to your estate, estate planning, Will & Living Trusts.
Doug answers questions regarding today's HR environment and how best to protect yourself as a business and business owner.
Bob & Jay discusses a way to protect and preserve your income through P&C insurance.
Shawn Bragdon from BGA Insurance Brokerage discussing Life Insurance Retirement Plan (LIRP). This is a way for individuals/business owners to accumulate money free of taxes and have distributions free of taxation when done properly.
The proper case design of a LIRP can supplement your retirement and allow you to have a tax-free stream of income until 100 years old.
A discussion with David Greenberg LLM, MSA, USTCP, CMT, EA, CPAA of what R&D Tax Credits are and who qualifies. Then the next best steps to take advantage of this 1981 Federal Incentive Tax Law.
Discussion of how and why you should establish separate credit for your business vs. using your own personal credit and the mistakes people make along the way.
Discussion of taxes now and where we are headed come 2026 by default when tax cuts sunset or expire. A discussion with the author of "The Power of Zero", David McKnight.
Welcome to Wait...What? Financial Matters that Matter. This is a weekly show discussing topics across multiple topics in the world of Business Planning, Tax Mitigation, Risk Management, and Capital.
Finally a show for business and the people that own them. Our guests will share their expertise and decades of experience with you.