PODCAST · business
Blueprint for Wealth
by Wayne M. Zell
FOR Entrepreneurs Who Want to Exit Big. Wayne Zell interviews a diverse range of experts and entrepreneurs, providing listeners with valuable insights into business success. The show aims to educate and empower other entrepreneurs to achieve their the most for themselves, their employees and their families. The podcast covers topics such as business exit strategies, increasing the value of your company, leadership, business culture, and asset protection planning. Through engaging discussions and expert advice, --------- Business Law and Exit Planning, Complex Estate Planning, Asset Protection & Tax Strategy Wayne Zell - Exit Planner | Attorney | Tax Expert | CPA | Author | Speaker Wayne is a nationally recognized thought‑leader in exit planning, management succession, tax, and estate planning, backed by 40+ years of experience guiding entrepreneurs and high‑net‑worth families thro
Episodes
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Business Exit Planning: Stop Waiting for the Perfect Market | Chris Lento, EM Capital
Business exit planning should begin before you are ready to sell, not when a buyer appears. Chris Lento, founder and chief executive officer of EM Capital, joins Wayne Zell to explain what business owners can learn from investors who plan a property’s exit before they buy it.Based in Boston…
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How to Sell Your Business to the Right Buyer | Sequoya Borgman, Borgman Capital
A private equity buyer’s view of what drives your value, how you get paid, and how to protect what you built. Learning how to sell your business starts with a question beyond price: who is buying it, and what happens after the sale? In this episode of Blueprint for Wealth, Wayne Zell talks with...
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Build a Business That Can Run Without You | Ed Offterdinger
Description Your buyer will ask about your leadership team before they ask about anything else. Most owners answer the same way: someone in sales, someone in operations, and me. Build a business that can run without you, and the answer changes. Ed Offterdinger spent almost a decade at Arthur...
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What Is Your Business REALLY Worth? | Business Valuation Explained
The episode demystifies common misconceptions about valuations, explaining key concepts like valuation multiples and discounted cash flow analysis. Wayne Zell converses with Ryan Berry about the intricacies of business valuation and its critical role in the selling process. Ryan highlights the...
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Harnessing AI in Recruitment: Insights from People Science with Christine Nichlos
In this episode of Blueprint for Wealth, Wayne Zell sits down with Christine Nicholas, founder and CEO of People Science, to discuss entrepreneurship, resilience, talent acquisition, AI, and what it really takes to build a business that can grow beyond its founder. Christine shares candid stories...
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Entrepreneurial Insights: Team Building, Adaptability, and Strategic Exits with Mihir Desai
Wayne Zell engages Mihir Desai in a conversation about his impressive entrepreneurial journey and achievements. Mihir shares valuable lessons from early failures and the importance of pivoting strategies. They discuss the significance of building a cohesive management team and recruiting based on...
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Building Success in MedSpa: Hormone Therapy, GLP1, Botox and Business Insights
Cassie Lane discusses her journey in the med spa industry, detailing the services offered at Cassie Lane MedSpa (GLP1, Botox, Injectables) and the benefits of hormone replacement therapy. They explore market insights on GLP-1 medications and the challenges of managing a med spa team. Cassie…
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Navigating Real Estate: Insights, AI's Role, and Advice for Aspiring Entrepreneurs
Wayne Zell welcomes Joe Killinger to discuss his extensive background in real estate and the evolution of the brokerage industry, highlighting the concerning agent dropout rate. They explore the impact of COVID-19 on interviewing with brokerage firms and offer tips for entering the commercial…
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Mastering Outsourcing: Strategies to Scale, Boost Business Profit & Efficiency
Wayne Zell is joined by Kirsten Graham to explore the essentials of outsourcing for small businesses. Key Points include: - Outsourcing can significantly reduce costs and increase profit margins by leveraging global talent for tasks such as bookkeeping, software management, and marketing. -...
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Phil Risher's Insights: Digital Marketing Strategies and Growth for Home Service Businesses
Wayne Zell dives into the world of digital marketing with Phil Rischer, focusing on strategies tailored for home service businesses. They discuss effective lead management and nurturing client relationships while addressing the challenges of balancing traffic sources and scaling operations. Phil...
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Innovating for Tomorrow: Carlo Rivis on Technology, AI, and Entrepreneurial Strategies
Wayne Zell welcomes Carlo Rivis to discuss his entrepreneurial journey and early projects. They explore the business ecosystem and the educational impact on technology adoption, providing examples of working with visionaries and overcoming challenges. The conversation delves into the future of...
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USAID Contractor: Jacey Spratt: Resilient Leadership Adaptation and Growth in Professional Challenges
After the termination of thousands of USAID employees, Jacey Spratt found herself without a job. As a professional coach and business leader she discusses her involvement with USAID, including its work and the criticisms it faces. The conversation navigates the impact of government changes on…
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Mastering Exit Planning - Fletcher Brown on Strategies, Tools, and BEI's Vision with your host, Wayne Zell
Fletcher Brown shares his journey to become the CEO of BEI (the training site for exit planners) and the importance of his father's book "How to Run Your Business So You Can Leave It in Style." Fletcher shares the seven steps of exit planning and discuss BEI's services, membership benefits, and...
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AI vs. Voiceover? Author Aaron Ryan on the Future of Creative Careers
Wayne Zell talks with Aaron Ryan about his literary journey, the evolution of his "Dissonance" saga, and its adaptation for streaming. They discuss his children's books, marketing strategies, nonfiction work, and voice-over career, touching on AI's impact on industries and self-publishing advice....
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Jeremie Watson's Blueprint: Scaling to 7-Figures with Proven Marketing Strategies
In this episode of Blueprint for Wealth, Wayne Zell interviews Jeremie Watson, founder of the Watson Agency, about his unique approach to marketing and business growth. Jeremie discusses his early experiences in the entertainment industry, including working with Kevin Costner and Disney, and how…
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Start, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin Campbell
🎙️ Start, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin Campbell Join host Wayne Zell as he interviews Colin Campbell, a serial entrepreneur with over 30 years of experience in building and scaling successful internet companies. Colin shares his journey, insights, and lessons…
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From Class Clown to CEO: Scott Montgomery's Journey to Success
Join us for an inspiring episode of Blueprint for Wealth as host Wayne Zell interviews entrepreneur and author Scott Montgomery. In this engaging conversation, Scott shares his remarkable journey from a challenging academic background to becoming a successful business leader in government...
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Buy Your Building and Fire Your Landlord: The Power of Commercial Real Estate Ownership
Join Wayne Zell in this episode of Blueprint for Wealth as he interviews Paul Neal, a seasoned entrepreneur and author of Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlord. Paul shares his extensive knowledge on the benefits of owning...
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From Grit to Greatness: Chaz Wolfe's Journey Selling Multiple Seven-Figure Companies
Join us for "Blueprint for Wealth," a dynamic podcast designed for entrepreneurs seeking to unlock their potential and achieve financial freedom. Hosted by Wayne Zell, each episode features in-depth conversations with successful business leaders, including serial entrepreneur Chaz Wolfe, who…
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The Revenue Transformer: Secrets from Holly Jean Jackson on Scaling Your Business
Welcome to another episode of Blueprint for Wealth with Wayne Zell! In this engaging conversation, we dive deep into the world of entrepreneurship with our special guest, Holly Jean Jackson, known as the "Revenue Transformer." Discover how Holly transitioned from a corporate career to empowering...
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Blueprint for Wealth: Gary Heldt's Secrets to Business Growth and Financial Success
Welcome to Blueprint for Wealth, your go-to video blog for achieving financial freedom and business success. In this episode, host Wayne Zell interviews Gary Heldt, a seasoned CPA, entrepreneur, and financial expert with over 30 years of experience. Gary shares invaluable insights from his book,...
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No Degree Required: From Ditch Digger to Million-Dollar Entrepreneur: Ken Rusk's Blue-Collar Success Story
Discover the transformative journey of Ken Rusk, the "million-dollar ditch digger," in his Wall Street Journal bestselling book, Blue Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life. Ken Rusk shares his insights from over 30 years in blue-collar trades, demonstrating...
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From Corporate Leader to Entrepreneur: Tina Fox's Journey to Empowering Women in Business & Building the First Digital Mentorship Platform
Entrepreneurs gain invaluable insights from Tina Fox, a seasoned corporate executive turned successful entrepreneur. Tina's journey from winning her first sales contest in sixth grade to leading Fortune 500 companies and eventually founding her own businesses, including TERN Mentoring, offers a...
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Exit Planning Strategies: How to Build Transferable Value and Exit Without Exiting | Interview with The Real Jason Duncan
In This Interview, You'll Discover: Create Transferable Value: How to develop a business model that others can run just as successfully. Cultural Foundations: The steps to cultivate a company culture that sustains growth without your daily presence. Delegating Effectively: Learn the art of...
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Discover A Revolutionary Tax Strategy - "The Charitable Pay Raise" when Wayne interviews Bill Lloyd
In this episode of "Blueprint for Wealth," host Wayne Zell interviews Bill Lloyd, a financial services expert with over 35 years of experience. Bill introduces the "Charitable Pay Raise," a patented tax strategy designed to maximize after-tax cash flow while supporting meaningful charities. Learn...
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Doug Thorpe, Executive Coach & Business Advisor. Owner of HeadwayExec. Host of "Leadership Powered by Common Sense."
Welcome to "Blueprint for Wealth," hosted by Wayne Zell. In this episode, we dive into the inspiring journey of Doug Thorp, a Texas native and executive coach. Doug shares his experiences from growing up in San Antonio, attending Texas A&M, serving in the Army, and transitioning into a successful...
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Lane Kawaoka: Author -The Wealth Elevator & Real Estate Maven 10,000+ Units & $250M Projects
Lane Kawaoka has distinguished himself in the real estate industry, known for his extensive experience and impressive portfolio. With over a decade of expertise, he manages a remarkable portfolio of more than 10,000 units. Lane is the driving force behind The Wealth Elevator, a platform dedicated...
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Interview: Dr. Otis Fulton, VP for Psychological Strategy, Turnkey for Good + Selling your company to a Non-Grantor Trust
Description: Join us in this enlightening session with Dr. Otis Fulton, where he delves into the fascinating world of behavioral science and its pivotal role in marketing strategies for nonprofit peer to peer fundraising. Discover key psychological principles that can transform your approach…
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Board of Advisors + Interview with Katrina VanHuss, Founder at Turnkey for Good
Unlock the power of nonprofit leadership with our exclusive interview featuring Katrina VanHuss, the esteemed Founder of Turnkey For Good! Don't miss this opportunity to elevate your nonprofit game! Subscribe now for more empowering content on nonprofit leadership and organizational growth. 🎥…
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Partnerships + Interview with Kavita Sahai, Founder at K Sahai
In this insightful interview, we delve into the expertise of Kavita Sahai, the esteemed Founder at K Sahai. Join us as we explore the world of strategic partnerships in our special Educational Moment segment.
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B Corporations + Interview with Kenneth Baden, President of Potomac Custom Remodeling Inc,
Unlock insights with Kenneth Baden, President of Potomac Custom Remodeling Inc., as he delves into the world of home renovation and industry trends. Gain valuable knowledge on sustainable practices and business ethics with a focus on B Corporations. Join us for an enlightening discussion on the...
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Sole Proprietorships + Jen Dalton, Founder & CEO of BrandMirror
On this segment of Blueprint for Wealth, Wayne Zell discusses Sole Proprietorships + Interview with Jen Dalton, Founder & CEO of BrandMirror. To learn more, visit us at zelllaw.com
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When Should I Sell a Piece of My Company to a Non-Grantor Trust? + Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & Author
On this segment of Blueprint for Wealth, Wayne Zell discusses Selling a Piece of Your Company to a Non-Grantor Trust + Interview with Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & Author. To learn more, visit us at zelllaw.com
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Qualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcast
On this segment of Blueprint for Wealth, Wayne Zell discusses Qualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcast. To learn more, visit us at zelllaw.com
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Management Succession Plans (MSP) + Barry Labov, President & CEO of LABOV
On this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans (MSP) + Interview w/ Barry Labov, President & CEO of LABOV To learn more, visit us at zelllaw.com
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IRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US Senate
On this segment of Blueprint for Wealth, Wayne Zell discusses IRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US Senate To learn more, visit us at zelllaw.com
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Partnerships + Interview with Chris Voss-- CEO of The Chris Voss Show Podcast
On this segment of Blueprint for Wealth, Wayne Zell discusses Partnerships and interviews Chris Voss-- CEO of The Chris Voss Show Podcast To learn more, visit us at zelllaw.comTo view the video version, go to
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LOIs + Interview with Scott Miller-- Co-Founder & CEO of YESLY Water
On this segment of Blueprint for Wealth, Wayne Zell discusses LOIs Letters of Intent and interviews Scott Miller-- Co-Founder & CEO of YESLY WaterKen Uptain founded Essentia water in 1998. By 2017, Essentia water, fueled by a passionate following of loyal consumers, became the top selling premium...
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Minor's Trusts + Interview with Brandon Avergon,
On this segment of Blueprint for Wealth, Wayne Zell discusses Minor's Trusts and interviews Brandon Avergon-- President, Rampart Consulting GroupBrandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) that...
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Family Holding Companies + Jacqui Arambula-- Co-Founder of Haulink
On this segment of Blueprint for Wealth, Wayne Zell discusses Family Holding Companies and interviews Jacqui Arambula-- Co-Founder of Haulink"We are Truckers. Haulink is a software platform and mobile application created for haulers by haulers. We know what it’s like to have to look for work,...
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Stock Options + David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC.
On this segment of Blueprint for Wealth, Wayne Zell discusses Stock Options and interviews David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC."Every member of Greenberg, Wexler & Eig understands that your insurance needs come first. We listen to your opinions and...
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Author Hour Podcast
Your Multimillion-Dollar Exit: Wayne M. Zell, JD, CPA - Author Hour
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Management Succession Plans + Ryan Stewman-- Entrepreneur, Millionaire Mentor & Author
On this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans and interviews Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorTo learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/ofjJcGn0mPA
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Board of Advisors + Jim Schleckser – CEO & Founder of The CEO Project
On this segment of Blueprint for Wealth, Wayne Zell discusses Board of Advisors, and interviews Jim Schleckser – CEO & Founder of The CEO Project."Our CEO peer groups consist of CEOs running large enterprises with revenues ranging from $20M to over $2 billion in annual revenue. They’re humble...
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Alternative Investments + Mimi Duff – Managing Director, Senior Client Advisor at GenTrust
On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, and interviews Mimi Duff – Managing Director, Senior Client Advisor at GenTrust. "GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the…
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Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen
On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen. "GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of...
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What You Need to Know About Selling Your Business + Interview with Serial Entrepreneur, Venture Capitalist, & Former CEO, John Burton
On this segment of Blueprint for Wealth, Wayne Zell discusses What You Need to Know About Selling Your Business, followed by an interview with Serial Entrepreneur, Venture Capitalist, and Former CEO of Nintex and Updata Ventures, John Burton. To learn more, visit us at zelllaw.com To view the…
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Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis
On this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis. "TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been...
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Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker
On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker. To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/jkOmJXHy7e8
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2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold Punaro
On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with CEO of the Punaro Group, Major General (retired USMC) Arnold Punaro. "The Punaro Group is your trusted guide to the federal market place, offering advice, analysis and...
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ABOUT THIS SHOW
FOR Entrepreneurs Who Want to Exit Big.
Wayne Zell interviews a diverse range of experts and entrepreneurs, providing listeners with valuable insights into business success.
The show aims to educate and empower other entrepreneurs to achieve their the most for themselves, their employees and their families. The podcast covers topics such as business exit strategies, increasing the value of your company, leadership, business culture, and asset protection planning. Through engaging discussions and expert advice,
---------
Business Law and Exit Planning, Complex Estate Planning, Asset Protection & Tax Strategy
Wayne Zell - Exit Planner | Attorney | Tax Expert | CPA | Author | Speaker
Wayne is a nationally recognized thought‑leader in exit planning, management succession, tax, and estate planning, backed by 40+ years of experience guiding entrepreneurs and high‑net‑worth families thro
HOSTED BY
Wayne M. Zell
CATEGORIES
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Frequently Asked Questions
How many episodes does Blueprint for Wealth have?
Blueprint for Wealth currently has 73 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Blueprint for Wealth about?
FOR Entrepreneurs Who Want to Exit Big. Wayne Zell interviews a diverse range of experts and entrepreneurs, providing listeners with valuable insights into business success. The show aims to educate and empower other entrepreneurs to achieve their the most for themselves, their employees and their...
How often does Blueprint for Wealth release new episodes?
Blueprint for Wealth has 73 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Blueprint for Wealth?
You can listen to Blueprint for Wealth on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Blueprint for Wealth?
Blueprint for Wealth is created and hosted by Wayne M. Zell.
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