Episodes
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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.
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Missing episodes?
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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.
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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.
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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 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. -
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 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. -
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 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.
