StrategyDriven Expert Contributors' Blog

Learn How to Exit Your Business and Achieve Your Business and Financial Goals during a One Hour Webinar with John Leonetti

January 11, 2009/in Announcements/by Nathan Ives

Many small and midsized business owners find the majority of their wealth and income is tied to their illiquid, privately-held business and that the business itself is highly dependent upon their individual efforts for its continued success. These owners built their successful businesses with a plan and now need a new plan to ensure they reap the benefits of their hard work. Whether launching a new business or preparing to transition away from an existing enterprise, business owners need an exit strategy plan to ensure they achieve their ultimate business and personal goals.

In December, we were privileged to host John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and Managing Director of Pinnacle Equity Solutions, in a two-part interview series on the StrategyDriven Podcast. During our interview, John shared his insights on what exit planning is, the five exit options, identification of the best exit option given the business owner’s personal and financial readiness and goals, and the impact of taxes on exit option selection.

And now John is offering a complimentary online webinar where participants will learn more about how to implement these strategies and will be an opportunity to ask specific questions on exit planning.

Webinar Details

This webinar is open to the public and complimentary.

Topic:
Exit Strategy Planning

Date:
Friday, January 23, 2009

Time:
2:00 pm Eastern / 1:00 pm Central / 12:00 pm Mountain / 11:00 am Pacific

Pre-Registration:
www.exitstrategytraining.com/webinar

Additional Resource

Find out more about Exiting Your Business, Protecting Your Wealth by listening to the two-part StrategyDriven Podcast interview series:

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

Learn How to Achieve Enterprise Excellence at an Executive One-Day Seminar with Forrest Breyfogle

January 8, 2009/in Announcements/by Nathan Ives

Competitive pressures are forcing executives to react faster to changing business conditions and customer requirements. Line managers and decision-makers need to have an efficient and effective system for day-to-day business operation with access to performance metrics that lead to the most appropriate activities.

In July 2008, we were privileged to host Forrest Breyfogle, Founder and CEO of Smarter Solutions and author of The Integrated Enterprise Excellence System series on the StrategyDriven Podcast. During our interview, Forrest shared his insights on using the Integrated Enterprise Excellence System (IEE) to improve business performance beyond that achievable through use of Lean Six Sigma or The Balanced Scorecard alone. IEE combines the best practices of earlier tools and methods, like Lean Six Sigma, with innovative analytical techniques to drive financial and operational success at the enterprise level and achieve the three Rs of business, everyone doing the Right things the Right way at the Right time.

And now Forrest is offering a one-day executive seminar where participants will learn how to implement The Integrated Enterprise Excellence System to:

increase productivity and eliminate daily firefighting and non-value add activities from business processes
sustain a consistent, high-performance team environment and culture
improve top- and bottom-line strategies and results in a fierce competitive and global market
improve the measurement criteria and report out of high-level business metrics
achieve and execute repeatable, strategic business plans

Seminar Details

This session is open to the public and complimentary for leading influencers and decision-makers. Please call (512) 918-0280 to determine if you qualify for this complimentary session.

Executive One-Day: Achieving Enterprise Excellence

Date:
January 23, 2009

Time:
8 am to 5 pm

Location:
Smarter Solutions, Inc.
11044 Research Blvd.
Suite B-400
Austin, Texas 78759

Contact:
(512) 918-0280

Pre-Registration:
http://www.smartersolutions.com/registrationform.htm

Additional Resource

Find out more about The Integrated Enterprise Excellence System by listening to StrategyDriven Podcast Special Edition 3 – An Interview with Forrest Breyfogle, author of Integrated Enterprise Excellence, Volume I – The Basics.

Additional Information

Forrest details how to implement The Integrated Enterprise Excellence System in his four book series which can be purchase by clicking on the following links:

Complimenting the outstanding insights contained within The Integrated Enterprise Excellence System series and our special edition StrategyDriven Podcast are the organizational performance improvement materials and resources found on his website, Smarter Solutions (www.SmarterSolutions.com).

Forrest W. Breyfogle III, author of The Integrated Enterprise Excellence System series, is CEO of Smarter Solutions, a global management coaching and consulting firm specializing in the design and application of innovative enterprise-wide performance measures and business solutions. For over 15 years, Forrest has advised company leaders and their teams on how to improve their organization’s performance through the use of his Integrated Enterprise Excellence System. In 2004, Forrest received the prestigious Crosby Medal from the American Society for Quality for his earlier book, Implementing Six Sigma. He serves on the Board of Advisors for the University of Texas Center for Performance Excellence. To read Forrest’s full biography, click here.

StrategyDriven Strategic Planning Podcast | Entrepreneurship | John Leonetti | StrategyDriven Podcast Special Edition 7a - An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2

StrategyDriven Podcast Special Edition 7b – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 2 of 2

January 6, 2009/in Strategic Planning, StrategyDriven Podcast/by StrategyDriven

StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag posts on the StrategyDriven website.

Special Edition 7b – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 2 of 2 examines how exit planning helps business owners preserve their illiquid business wealth and achieve their post business ownership goals. During our discussion, John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and owner of Pinnacle Equity Solutions, shares with us his insights regarding:

benefits of employing a multidiscipline advisory team to support exit planning
the optimal time to begin exit planning
how often to review and update, if necessary, your business exit plan
key market trends to consider and monitor when executing an exit strategy

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

About the Author

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

Podcast: Play in new window | Download (43.2MB)

Subscribe: RSS

StrategyDriven Podcast Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2

December 30, 2008/in Strategic Planning, StrategyDriven Podcast/by StrategyDriven

StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag posts on the StrategyDriven website.

Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2 examines how exit planning helps business owners preserve their illiquid business wealth and achieve their post business ownership goals. During our discussion, John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and owner of Pinnacle Equity Solutions, shares with us his insights regarding:

what exit planning is
the five exit options
identification of the best exit option given the business owner’s personal and financial readiness and goals
the impact of taxes on exit option selection

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

About the Author

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

Podcast: Play in new window | Download (47.6MB)

Subscribe: RSS

StrategyDriven Strategic Planning Best Practice

Strategic Planning Best Practice 13 – The Use of Calendars

December 18, 2008/in Premium, Strategic Planning/by StrategyDriven

All too often, strategic planning coordinators are frustrated by an inability to coordinate critical meetings such that all required individuals are able to attend. While strategic planning should be a high priority for all executives and senior managers, so are a great number of other tasks. To ensure the needed executives and managers are available, thereby making the most effective use of their time, it is important to schedule these critical meetings far in advance. By using strategic planning calendars, coordinators will have the prerequisite insight to schedule meetings far enough in advance to avoid conflict with other priority gatherings.