Building and Protecting Your Business Worth

Podcast Show Summary: Outbound Lead Generation with Brian BoyerIn this episode, Brian Boyer of The Boyer Group breaks down the fundamentals of modern outbound lead generation—from defining a clear ideal customer profile to choosing the right outreach channels and measuring what actually works. Brian shares practical guidance for founders running their own prospecting, explains realistic timelines for seeing traction, and highlights common red flags to watch for when evaluating lead gen tools or vendors. The conversation wraps with actionable ways to warm up cold prospects and one underrated tactic that can meaningfully improve response rates.Key Topics Covered·       How to define and refine an Ideal Customer Profile (ICP) that supports consistent outbound results·       Channel effectiveness: when to use email vs. LinkedIn vs. phone—and how to combine them·       Metrics that matter measuring outreach success beyond vanity numbers·       Expected timelines for outbound lead gen and what “early signals” look like·       Playbooks for warming up cold leads and creating trust before the pitch·       Founder-led outbound: prioritization, messaging, and staying consistent with limited time·       Red flags in lead gen vendors/tools and how to vet them before you buy GuestBrian Boyer is the founder of The Boyer Group and helps teams build repeatable outbound systems, from targeting and messaging to multi-channel execution and performance measurement.Brian Boyer The Boyer Group – Speaker860 960 [email protected]  

Your Best Employee Is Being Recruited Right Now — And You May Not Even Know It.Losing a key employee isn’t just frustrating—it’s expensive. In this episode, Tom Perrone breaks down “phantom equity” (also called phantom stock or ghost stock): a retention strategy that rewards top performers for business growth without handing over real ownership.You’ll learn how a “Phantom Stock Golden Handcuff” agreement can grant hypothetical shares, tie payout to company value, and deliver cash at a future date or triggering event—creating a strong incentive for key people to stay. Tom also covers design options, tax treatment at distribution, and ways owners can plan for the future payout obligation.Key takeaways:·       What phantom equity is (and isn’t)—and why it’s different from giving up shares·       How phantom shares are granted, valued, and paid in cash·       Full-Value vs. Appreciation-Only designs and when each fits·       How taxes typically work when benefits are paid out (for owner and employee)·       How to plan for funding the obligation in a tax-efficient wayWant to talk through whether phantom stock fits your situation? Contact Tom Perrone at [email protected] or 203-530-6615.This episode is designed for closely held business owners—especially companies with roughly 5–50 employees—who want to keep key talent, protect control, and build a simple, flexible incentive plan without ERISA complexity.

In this episode, we sit down with Marc Kroll, founder of Comp365, to break down how the concept of “Total Rewards” is rapidly evolving—and why it’s now a strategic imperative for every organization. Marc shares how companies are shifting away from one-size-fits-all compensation models toward highly customized rewards strategies that align with employee expectations and business goals. We explore why compensation, benefits, and culture are no longer separate conversations, but deeply interconnected drivers of performance, retention, and growth. This episode dives into:·       The rise of personalized Total Rewards and what’s driving the shift·       Why workplace culture is now central to compensation strategy—not an afterthought·       The growing role of wellness, mental health, and flexibility in employee value propositions·       How career growth and skill-based rewards are redefining employer-employee relationships·       The transformation of “flexible work” from perk to expectation·       How technology is reshaping HR delivery and Total Rewards execution If you work with business owners or lead an organization navigating talent challenges, this conversation will give you a clear lens into where workforce strategy is headed—and how to stay competitive in a rapidly changing environment.https://[email protected] 

From AI Hype to Measurable ROI with Sam SharmaIn this episode, we sit down with AI strategist and transformation expert Sam Sharma, CEO of Elevate AI Tech, to cut through the noise around artificial intelligence and focus on what drives results.While many companies say they “want AI,” very few are truly ready to implement it effectively. Sam breaks down the critical gap between ambition and execution—and why most AI initiatives fail before they ever produce ROI.We dive into the real-world challenges business leaders face when adopting AI, including:-      The operational breakdowns that occur when AI is deployed as disconnected tools instead of a unified system-      Where companies are losing revenue today—and how AI can realistically fix it-      The biggest compliance and risk blind spots leaders overlook when rolling out AI across teams-      The key difference between “AI productivity” and true “AI transformation”This conversation is a practical roadmap for CEOs and business owners who want to move beyond experimentation and start leveraging AI as a true competitive advantage.If you’re looking to scale operations, improve decision-making, and drive measurable outcomes—not just chase trends—this episode is for you.https://www.linkedin.com/in/[email protected]://calendly.com/consultsams    

Why Life Insurance Is the Smartest Way to pay for estate taxes and costs!Estate planning life insurance is the most effective way of paying estate costs.If you have a taxable estate, there are only 4 ways to pay your estate tax bill — and 3 of them will cost your heirs a fortune. In this video, I break down the real cost of each option using a real-world example, and show you exactly why life insurance held in trust is the only strategy that preserves your wealth.📊 What you'll learn: • The 4 ways to pay estate taxes — and what each one actually costs • Why a forced asset sale can cost your heirs 111% of the tax bill • How estate tax financing stretches costs to 126% over 10 years • Why life insurance in trust covers your estate taxes for just 26 cents on the dollar • How the 2025 estate tax exemption sunset may affect your estate right now🏦 Real example: A Minnesota client with a $15.5M net worth projected to grow to $46M faces over $18.6M in estate taxes. We compare all 4 options side by side.This isn't about life insurance — it's about paying an unavoidable tax bill as efficiently as possible.📅 Schedule a consultation:  https://fantastical.app/b5bhcvxwev-lPTY/call-meetings-general   Download Your Free Estate Planning Report https://www.allclients.com/Form3.aspx?Key=0267F106386897731AEA0590EE88778C Thomas J Perrone, CLU, CIC [email protected] Free Consultation https://fantastical.app/b5bhcvxwev-lPTY/call-meetings-general    

🎙️ Podcast Show SummaryBusiness Development In A Changing Marketplace With Effective Communication!In this episode, we dive into what it really takes to grow a business in today’s changing marketplace. From understanding the psychology of your ideal customer to using data, personality insights, and generational intelligence to close deals faster, this conversation is packed with real-world strategies you can use right away.Joined by special guest Chris Salem, we explore how business owners can increase profits without chasing new customers, communicate more effectively across generations, and build sustainable growth through smarter marketing, better messaging, and stronger planning.Whether you’re a business owner, advisor, or entrepreneur, this episode will help you find your beach by aligning your business strategy, customer focus, and long-term planning for greater success and [email protected] 733 8469 sustainablesuccess.net/ 

 Marketing for Small Business in 2026This episode of Catapult focuses on small business marketing and growth strategies for 2026, hosted by T. Perrone(NECGG Inc.). Featured guests Mike and Kayla Bouffard join to discuss practical steps business owners can take to stay competitive in a rapidly evolving digital landscape.Topics covered:Google visibility vs. social media for local and service-based businessesMust-have technology systems for growing businesses in 2026Using AI and automation to boost efficiency without losing authenticityBuilding systems to consistently generate reviews and referralsThe biggest technology shift business owners are underestimating right nowThe episode closes with a call to action to request a copy of "Unlocking Your Business' DNA" (available on Amazon, with profits going to veteran groups) and an invitation for a free consultation.Michael and Kayla [email protected] 

Solving the Hidden People Problems That Stall Your BusinessFrom the Building and Protecting Your Business Worth Broadcast | Guest: Nancy Jonker, PhDMost business owners are great at strategy. Where they get stuck? People. The persistent, uncomfortable, often-avoided challenges that quietly drain productivity, erode partnerships, and eat into the bottom line.That’s exactly what Dr. Nancy Jonker, Business Consulting Psychologist and Executive Coach at DaptaWise, helps leaders untangle.Author of two books- ON Amazon The Partnership Survival GuideGet Your Power [email protected] 443 9616https://nancyjonker.com/Linkedin 

Five Key Questions Business Owners Must Consider! Ken Somers, covers five key questions which every small business owner should consider.  Performance Management For Small Businesses  is built on these basic building blocks.  The topics are key to creating a better culture, a future succession transition value, and methods to create great professional growth.  

The Seven Must Questions Every Business Owner Should Ask When Considering Implementing AI !AJohn Dickson, ( president of Front Line Productions) and Brian Kerrigan (Excelerating AI), team up to discuss seven major questions every business owner should ask themselves when entering the area of AI for their firm.  Both John and Brian have jumped into AI, not only to use in their businesses, but also to learn it and develop to the point of other business owners are now asking them to help implement AI in their firms.  John and Brian cover seven important questions that will help business owners define the path needed to use AI in their firms. Brian Kerrigan      excelerating.com            John DicksonFrontline Productions Website           

10 Reason Why  Tom covers 10 reasons why using the JFK Era benefit plan/executive compensation is much more efficient than  a 401(k) or profit-sharing plan for high earning business owners.  He covers the tax traps in qualified plans that affect high earning business owners.  Thomas J. Perrone, CLU, CICWWW.bpbpgrp.com [email protected] me if you would like a white paper on the JFK Era Benefits.  ; Subject line:  jfk. - podcast.

Where You Are Where You Could Be!Tom explains why you need to know where you are in your current planning situation for your business and personal life. Most people are not very sure they know where they are. Why? Because since they did their last planning, not only has their personal life changed, their business has changed also.  Also, over that period of time there have been a number of changes coming out of Washington that may have altered what they have already planning, making it out of date.  The remedy is to define where you are by gathering some information.  Tom explains his “Two Minute Business Man’s Viewpoint System”, which helps his clients get up to date as to where they currently are in their planning, thus allowing them to re-plan based on changes.  Thomas J. Perrone, CLU, CICNew England Consulting Group of Guilford, Inc. [email protected] 

The Current Employee Isn’t Your Dad’s Employee!  Relationships with employees have changed over the years, and professionals in the Human Resource field have had to change as the times have.   Today’s broadcast covers 10 poignant questions about dealing with the ever-changing profile of employees and what it takes to create a strong business culture.   Our guest Bob Moran discusses a wide range of  situations in business and how smaller companies can adjust to these changes.  Robert Moran Proactive Positive Employee Relations, LLC 74 Limewood Ave Branford, CT 06405 203.918.8947 [email protected]   

Filing Your Pipeline of Qualified Prospects Does Not Have to Be Challenging!  Our podcast with Kelly Atwater, founder of Engagebizdev, discusses how her firm helps business owners in developing qualified prospects who are eager to consider their services and products. Many business owners make the mistakenassumption that their services or products will sell on their own, only to discover in most cases that they do not. They soon realize that they need a business development plan, but they lack the knowledge to create one. While there is a talent involved in generating interest in your profile client, it also requires a significant amount of time. Most business owners are unaware of how to accomplish this task, nor do they have the time to dedicate it to it. This is where Kelly’s firm comes into play. Listen as we delve into the method of creating qualified prospects who are interested in using your products and services. Kelly Atwater https://engagebizdev.com/ https://engagebizdev.com/contact/  

Ed Pratesi, the Managing Director of Valuation & Transition Strategies, LLC.  helps business owners and their advisors achieve a stress-free process to learn the value of their business, how to increase its value, and the development & execution of a transition strategy or strategies. Enhanced expense deduction capability - be careful how you execute - too much of a good thing can leave you cash poor and a tax liability  QSBS - liberalizing the rules allows C corporation business owners to potentially shield 100% of their capital gains on sale. - This present gifting scenarios to sort of spread the wealth - couple the prospect of valuation discounts and you have a winner With the gift tax exemption rises to $15M under the Bill - family wealth planning with SLAT's and other vehicles are enhanced with valuation discounts. [email protected]  JOHN SALEMI. John Salemi: OFFICE MANAGING PARTNER, UHY FARMINGTON CT; has thirty years of professional experience, with a specialization in tax issues and management consulting. John can draw upon his practical financial background in addressing the many managerial problems confronting business owners in today's complex economic and regulatory environment. [email protected]  R&D Credits / Depreciation changes / Interest deductions - Section 163(j) TOM PERRONE Founder and President of New England Consulting Group of Guilford, Inc.  Estate and Business planning, and Executive Compensation. [email protected]  •Grantor Trust •Non-Grantor Trust (SALT) •Decanting OF Trusts for IDIT – SWIPE PROPERTY •Cash Flow and Executive Benefits  

Navigating the VUCA World — Building Strong Organizations Through People and Culture In this episode, we explore how today’s employers can thrive in a VUCA environment — one defined by Volatility, Uncertainty, Complexity, and Ambiguity. Our conversation dives deep into how organizations can adapt their performance management, leadership development, and total rewards strategies to attract, grow, and retain top talent amid constant change. Ken Somers and Marc Kroll cover VUCA  Key Topics Covered: • Understanding VUCA: What does it mean for today’s business leaders and workforce.  • Performance Management in Turbulent Times: How to use feedback, accountability, and coaching to drive engagement and retention. • Preparing for Leadership Transitions: Steps organizations can take now to ensure continuity and resilience.  • Using Coaching Effectively: When and how to apply coaching interventions to support struggling leaders and accelerate growth.  • Total Rewards Reimagined: How compensation, benefits, and culture work together to motivate employees in a shifting labor market.  • Culture Alignment: Ensuring that Total Rewards and performance management align with an organization’s values and strategic goals.  • Talent Trends in a Volatile Market: Emerging job disciplines, the growing talent scarcity, and innovative retention strategies. Takeaway: In a VUCA world, success comes from flexibility, transparency, and a people-first approach. By aligning leadership, culture, and rewards, organizations can turn uncertainty into a strategic advantage. Ken Somers  https://somershrsolutions.com/ Ken’s Books  Transforming Performance Management  A Manager's Guild To Leading Effective One On One's Marc Kroll https://comp360totalrewards.com/ 

Creating Success Through Talent and A Culture Oriented Business!  Meet Mike Perlow, founder and President of Perlow Productions, a leading corporate video production, animation, and livestream service.   Mike shares with us the inside of his operation and the success of it.  We dove deep into the “Why” of his business, to the relationship with his employees and clients.  Mike gets it as an employer, as to what matters when building a business and creating the culture of his business.  This podcast has a lot of “knowledge nuggets” from a veteran business owner, and worth spending time learning from Mike Perlow.    Mike Perlow Perlow Productions 856.669.1669 1 Eves Drive, Marlton, NJ  08053 [email protected]  https://perlowproductions.com/company/ 

Where One and One Equals 100! Brian Boyer and Barbara Lang are featured on the Building and Protecting Your Business Worth podcast to discuss marketing strategies and the integration of strategic planning, marketing, and organizational development. Each partner contributes unique perspectives toward the shared objective of enhancing value for business owners and organizations. During the podcast, they also highlight their Sales Accelerator Boot Camp program, which is designed to enable members to close more deals and better differentiate themselves in the marketplace. The discussion addresses common challenges faced by organizations such as chambers of commerce, economic development groups, and nonprofits, along with practical solutions to these issues. With extensive experience, the Lang Boyer Growth Solutions group specializes in supporting organizations and facilitating sustainable growth from within. LangBoyer Growth Solutions        theboyergroupllc.com      [email protected]   

CREATING BUSINESS SUCCESS ON DETAILS! Join Teodora Krantanska and me as we discuss the challenges of owning and growing a small company.  We addressed areas of focus in business, the significance, and the consequences of neglecting them.  One concern for many small business owners is the time a business absorbs from leisure time, and strategies to manage this issue.  Artificial intelligence (AI) presents a new challenge in learning how it can help businesses. As a company driven by software, Teodora discusses what AI means to her firm.  Listen and learn as the business owner shares ideas that have contributed to her firm's success.  Teodora Krantanska JTM Seiko MEP-FP Engineering Firm mailto:[email protected] 203-224-8354 [email protected]   

Just His Excitement Will Get You New Business!   We enjoyed interviewing Brian on our podcast. Brian is very exciting, and he has great passion. Brian has a great background in marketing, communication, and business development. What makes Brian unique is the price he puts on great relationships.  He focused on his client's needs through personal knowledge of his clients.  With his innate ability to strategize and implement innovative solutions, Brian consistently finds opportunities that others may overlook, using his ability to craft impactful campaigns and drive measurable results. This forward-thinking approach enables him to foster meaningful relationships and pave the way for collaborative successes that fuel sustained growth and progress. Brian Boyer Managing Partner and CEO 860-960-7525 [email protected] https://www.theboyergroupllc.com/      

A Business Owner Committed to Exceptional Service and Effective Communication! Romeo Belisle is committed to exceptional service and communication, defying the trend of declining client service and employee mentorship. With a background in the Navy, Romeo values quality above all. He discusses his unique approach to training employees and maintaining constant communication with clients. Romeo's mission is to ensure quality in all his businesses, enriching both end users and those around him. Dan-Kar 192c New Boston st Woburn, MA 01801 Map Dan-Kar Website (508) 916-8645 w [email protected]  

Creating Success by A Big Smile and A Great Positive Attitude The podcast highlights Angela Gervino as an exceptional entrepreneur, emphasizing her positive attitude and inspirational presence. It mentions her talent and experience in scaling businesses, showcasing her determination to succeed and the uplifting energy she brings to those around her. Contact information for Angela Gervino and her company, Gervino Group, is also provided.Contact InformationAngela GervinoGervino Group1- 845 689 [email protected] 

Delivering Real World People Management Solutions!Ken Somers, of Somers HR Solutions, LLC is an independent consultant dedicated to helping business leaders and their teams diagnose and solve the challenges of managing people. Ken is passionate about delivering “answers for the real world.”In this episode we dive into areas of the management of people, building a key group, creating a path of “purpose”.  We also discuss the “succession and transition” planning for business owners. Ken explains who to use an “Optimization tool” to define the ideal person for the job, or the ideal type of person who has the greatest chance of success in a role or position.  You can’t wing it when it comes to team building and culture; you need to take a data-driven, strategic approach. And that’s where talent optimization comes in.Ken SomersSomers HR Solutions505-507-1207https://somershrsolutions.com/

The Secret to Success: A Leader's Passion and Loyalty Join us as we discuss survival during covid, culture, AI, and the thought process of a successful business owner when considering transition of their business.   John Dickson, owner of Frontline Production Media shares openly in these discussions.   In today's fast-paced business world, where strategic decisions often prioritize profit over people, tales of success rooted in passion and loyalty are both refreshing and inspiring. One such story is of a John Dickson, a leader whose dedication to his craft and unwavering loyalty to his team not only fueled tremendous success but also redefined the benchmarks of workplace culture. Who We Are — Frontline Productions Frontline Productions 107 Oakwood Drive Glastonbury, CT 06033 60.657.81

Rekindle Your Career by Employing The “3.3 Rule! In “The 3.3 Rule,” John Briggs, CPA, offers practical advice and real-life examples to inspire readers to reclaim their balance and well-being. John delves into strategies for setting boundaries, prioritizing personal health, and nurturing relationships that truly matter. With this book, you can discover how to achieve a fulfilling career without sacrificing your personal life, while also fostering a more productive and positive work environment for yourself and those around you. The 3.3 Rule: The New Workday Standard of Creating More by Working Less 33rulebook.com 33rule.com **John Briggs, CPA Incite Tax 38 W 13775 S suite 310 Draper, UT 84020 Phone: (801) 999-8295 Email: [email protected] Located in Draper, UT If so, you need to read “The 3.3 Rule-By John Briggs, CPA”

Maximizing Your LinkedIn Experience!  Bill McCormick Founder /Owner, Digi-Sales discusses the Social and value-centric way of using LinkedIn to develop quality contacts no matter what market you are prospecting in.   In this podcast we discuss some methodologies to get better outcomes from your effort when using LinkedIn.   Bill’s method is to build stronger relationships because connections build trust with you over time, the old, “know you, like you, and trust you”.      In this podcast Bill breaks down why most people struggle when using cold messaging techniques.     Bill explains the changes necessary to make when prospecting on LinkedIn to start getting appointments booked more consistently,    Added material  My LinkedIn Profile:   https://www.linkedin.com/in/billmccormick/  Schedule a 30-minute Conversation with Bill: https://calendly.com/bill-mccormick/30-minute-conversation-clone  Information on The All Selling Is Social Podcast: https://www.digisalesny.com/podcastappearance     | Bill McCormick  Founder/Owner, Digi-Sales  Learn how to utilize social selling the right way! 518.598.9625

 Staying with Business Basics and Thriving!    Brian Donahue is the founder and President of DMI. A successful company that wholesales Life insurance and Annuity products to Financial Advisors around the country.   DMI is known for its great culture, consistent and great service.  Staffed with long-time employees, DMI is a model of what service to customers should be.   In this day of  inferior performance in servicing the public, DMI is the “Trader Joe’s and Costco’s” of the small business arena.  Learn how Brian Donahue has steered the ship and created a great culture with his business. Brian is the first person to recognize that DMI’s success is all about the people that support the organization.   Brian Donahue DMI MARKETING Dmi.com 50 Derby St STE 250, Hingham, MA 02043 800.322.6342 

Rich Pavano, CPA, owner of SKP Advisors, has helped hundreds of small and medium sized businesses focus on their financial futures.  We discuss many of the strategies that have helped SKP Advisors  to be the place to go as tax advisors and accountant professionals.  Rich is extremely passionate about what he does, and it shows in the way he works with his team and clients. A professional in every sense.  Phone  203- 933 [email protected]://skpadvisors.com/services/47 Middletown AveNorth Haven, Ct 06473

The Question! How Will You Build Wealth Through Your Business?   This is a question that very few business owners actually ask themselves when they buy or start a business. But it’s a critical question and it certainly can change as time goes on as the  business changes, but it does create a focus for the business owner as to how they will build their wealth.  Business owners don’t enter the entrepreneurial world to have a place to go, a position, and a salary.   They become entrepreneurs for the purpose of building wealth for the future.  It’s a legitimate question to ask.    Today. I’m gonna cover the two ways of creating wealth with an option of a third way.   Thomas J. Perrone, CLU, CICNew England Consulting Group of Guilford, Inc.203 530 6615 [email protected]

The Elephant In The RoomThe Four Major Causes Of A Business Failure!Tom discusses the four major causes of a business failure and the fact that many business owners, large and small don’t spend time planning for.  [email protected] BLOG:  www.yourbusinessworth.comCELL:  203 530 6615

Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!David Taylor of Taylor Foley Law firm shared with us some of his untique planning strategies to help business owners lessen their tax exposure will increasing their net worth.  David’s firm is not the traditional law firm, when approaching tax planning.  His planning strategies are holistic and deep.  His goal is to maximize the yield by reducing the transactional costs and taxes.  By doing this the companies value will increase the future multiples.  David’s expression is “We are aggressive in result but conservative in approach”.  The firm's Annual and Capital Tax Mitigation service reviews with clients on an ongoing basis to stay ahead of the tax issues.  He also discusses his Annual Tax Mitigation system which is a planning system throughout the calendar year with the advisors of the firms he works with.  This is a collaborative effort, and one that puts the client in a better tax position than in the past.  Listen as David discusses the many differences in his practice and how he uses his creativity to help in the tax planning area, and the planning area in general.  David Glenn Taylor, LL.M.Taylor Foley LLC171 Chruch St- Suite 330Charleston, South Carolina 29401(P)843-723-2000 (f) [email protected]  

“Unlocking Your Business Wealth? Brian is a specialist in business growth. He is extremely passionate about helping business owners build wealth in their business so they can become financially independent in the future and enjoy the lifestyle financial freedom brings. Many business owners run their business with the focus on personal income, and the freedom of time.  However, the business can also be a valuable financial asset worth much more than the salary being earned.  Business wealth is an asset that can create financial independence for the business owner. Many business owners also put too much wealth in their business and when they wish to use this equity find it difficult to get out, or extremely expensive to get out. In many cases, it can be lost due to the market and elements of the business environment.  In this book, Brian discusses the building of business wealth and the opportunities it creates. Each chapter is a steppingstone to create business wealth. A great short read, and necessary if you are an entrepreneur.  Brian discusses parts of the book, how it will help you grow your business and help you to avoid the traps that you may experience in your business life. To Contact Brian: 860) 303-8929 mobileEmail Brian:  [email protected] to schedule a complimentary consultation to discuss your results and lay the foundation for your future success. Remember, the first step is often the hardest, but it's the only way to reach the top.Resources & Social Media Business Growth and Exit Newsletterhttps://www.linkedin.com/newsletters/7043985330160459776/Value Builderhttps://valuebuilder.com/Mindshophttps://web.mindshop.com/Order your book: Amazon 

Building Your Business On Relationships And Intuition! That is what Nicole Daniels does so well.  She is bright, intuitive, coachable, and is wired to connect with people and build chemistry.  She is very unique and has great wisdom.   Listen to this creative entrepreneur of how she is building her business block by block.  Its easy to feel the passion Nicole has in helping her clients.   Nicole discusses how she has been building her business, ”Central  Health  Uniform”.  She has a message, and everyone learns from Nicole.   201 Thomaston AveWaterbury, CT 06702203-572-5495 from 9:30 am to 7:00 pm EST. https://centralhealthuniform.com/pages/contact-ushttps://centralhealthuniform.com/

HIS CUSTOMERS COME FIRST AND IT SHOWS “There is a joy in telling a story. All eyes are upon you. The audience hangs on to your every word and your delivery.  You feed off their energy.  It is our nature. We want to imagine and dream together.”— JOHN DICKSON, PRESIDENT, FRONTLINE PRODUCTIONS Frontline Productions creates video content to drive businesses forward. John believes if you have a story, it deserves to be told.  John is the ultimate entrepreneur with passion and an attitude of lifelong learning that has helped him build a great business and business culture.  John shares with us some of his anchor attitudes about running a great business, helping employees grow and prosper.  You will learn very quickly how John’s attitude of “the customer is the most important element in his business,” has created great business relationships.   Enjoy this quintessential small business owner and learn how and why he has built a great business.   http://[email protected]/John Dickson860 619 2774 www.thefrontline.com Frontline Productions107 Oakwood DriveGlastonbury, CT 06033860 657 8100

Her Passion Helps Seniors Live with Quality Kathy Moniello owner of Forevermore Homes , shared with us the process of seniors “Aging in Place”, and helping seniors transition to a home of modification or a move for their older age home.   It’s a difficult to make major changes, especially where you will live in the future.  However,  Kathy and her team help many seniors make that journey to make sure where they live is where they want  live and want to love.  She has a unique company and shares with us, the Planning Process she uses to help her clients and family in the decision of whether to move or modify when considering where they want to live.    Contact InformationKathleen Moniello, MBA, SRES®, CAPS kmoniello@foreverm m: 203.710.6317o: 855.530.3837Email:   [email protected] HOMESwww.forevermorehomes.comReal Estate and. Aging in Place ServicesREB.0753955, Licensed in CT HIC.0662959, Licensed in CTReal Estate Broker - Coldwell Banker RealtyIf you're asking yourself, should I Modify or Move IM, we're here to help!orehomes.com

Business Owner’s May Think They Know the Value of Their Company, But Statistics Say Differently! Over the years, I have heard the expression, “business owner knows their business better than anyone”.  That might be true in some respects, however, when it comes to knowing the accurate value of their company, statistics would disagree.    In many cases, owners use “a rule of thumb”,  valuation method, advocated by industries, associations, or organizations.  “Rules of thumb”,  are not necessarily accurate as each business has its own set of metrics, method of management,  statistics, and other value drivers that come into play when a company is appraised.  Statistically,  90% of the buy and sell agreements have flaws, along with a flawed valuation, causing business owners to sell their businesses for less than the maximum potential  business value.   In this podcast  we have two of the best  with a long history of specializing in the area of valuations and buy and sell agreements.   With us is Paul Hood and Ed Pratesi   two of the best in the industry share their vast experience in working with companies both on the valuation side  of the business and the construction of a solid Buy and Sell Agreement, avoiding disagreements and  litigation.  L. Paul Hood, Jr. JD, LL.M- Author. Speaker. Advisorhttps://paulhoodservices.com/about/504 452 7574And Ed Pratesi, CPA, ASA, CVA Managing Director860 558 0453https://value-transitions.com/​Email: [email protected]

Understanding Emotion and Relationships While Creating Business Success! Susan and Erica share with us their unique business model which is helping people transition from one home to another. The model is built around the emotional feeling people have when they need to transition.   The company has years of experience working with all kinds of moving situations, especially seniors.  What is so great about the service is Susan and Erica  are aware of the importance of keeping  in the forefront the emotion needs of their clients. They are very much in tune with them, and their clients appreciate it and keep coming back.    They are a full-service team assisting people with many years of experience who are preparing to move and make a significant lifestyle change. The great number of decisions to make before you start your journey can be overwhelming.  Because of that, Home to Home has a winning procedure that makes the transition smoother. The Home-to-Home team combines moving expertise and compassion with one-on-one personal consulting and hands on assistance throughout the process of the move.Phone:  860-558-4625Email:  [email protected] Home to Home CTSR Consulting and Moving Services LLCDBA and the name we use with clients and marketing: Home to Home Moving ServicesWebsite: www.hometohomect.comContacts: Susan Rabinovitch, [email protected]                  Erica Smith-Rapaport, [email protected] 

MEET MCBEE- CREATING GOOD WILL AND RELATIONSHIPS WHILE CREATING WELLNESS FOR WOMAN! I had the pleasure of meeting a wonderful entrepreneur, Cailin McBee.  Cailin shared with us her journey as businesswoman and the things she contributes to helping her develop into a wonderful business owner, growing her business and focusing on wellness.  Learn why people keep coming back to Balance Massage & Wellness Center.  After speaking with Cailin and asking her this question, her response was:   They love how they feel when they visit.  Their stress levels are lowered, their pain has decreased, they know we listened to their needs; they feel nurtured.  Also, Cailin is having a Women’s Wellness Summit  Women's Wellness Summit.  May 20-21, 2023 at Balance Massage & Wellness Center. The May Event:  Join us on May 20 & 21 for a two-day Women's Wellness Summit in Newington featuring intentionally curated presentations from expert speakers alongside healing activities. This retreat-style event will nourish your mind, body, and soul, with healthy breakfasts and lunch provided.   All attendees receive a gift bag valued at over $100   Balance Massage & Wellness Center        135 Day St. Newington, CT 06111860.508.3336  www.BalanceMassageCT.com Social Media Links:https://www.facebook.com/BalanceMassageWellnessCenterwww.youtube.com/McBeeWellhttp://mymelaleuca.com/cailinmcbee

Senior Planning and Home Care for Older Adults!Cory Zampardi shares with us, the purpose of home care services and how it is paid for.  When should you start to look into this type of service.  Who Qualifies for the service and why they need it.  Everyone who is older should know more about these service along with the children of the aging parent.  The services provide range from home care, memory services to special care. You can reach Cori at203 710 [email protected]

8 Reasons Why Business Fail and Can’t Be Sold?  Tom discusses 8 reasons why 70% of businesses cannot survive more than 10 years, and why 86% of the businesses cannot be sold.   Tom discusses the lack of a “Plan for Details” planning process, as the main reason for this problem. He discusses why this is happening, and what is the solution to growing your business and prosperity.  If you would like to learn more about our planning process, to help you plan your “Plan for Details.” Call or email me.  I will send you a demonstration video explaining how it works and how it will help you.    We can provide your plan within 30 days, or we will do it for free.   [email protected] 203 530 6615 www.bpbpgrp.com  www.yourbusinessworth.com  

Building Your Business to Create Wealth for Your Future!  Brian Kerrigan - Business Growth advisor, assists business owners grow their business value through a step-by-step process.  The wonderful thing about his system is he can measure the ROI with the process, allowing you to justify the planning cost while you are growing in a positive way.   He helps business owners grow their business value and increase their multiples for greater value for the future when the wealth of your business will be needed for your financial security, and options to live your life.   Brian brings to the business owner a well proven process for business growth.    Get Your Value Builder Score  The Value Builder Program helps business owners assess where they are and where they can be in the future by using the systems.  His process speeds up the multiple growth process through the system of planning.   The Value Builder Score explained where I currently was with my business. It gave value to specific areas of my business and showed me where I needed to improve things. –John Christian Williams CEO of JCW  When I first got my Value Builder Score, I understood that from an acquisition standpoint we had an uphill battle in convincing others to love us as much as we loved ourselves. –Steve Henderson CEO, Henderson Data Solutions   Call Brian to find out about the assessment, which is free, which defines where you are and where you want to go.  He will explain to you how the Value Builder system can help you achieve your business goals, and how you can start his process.   774 306 6135   [email protected] LinkedIn  

Tom discusses the 2nd part of the planning process for business owners which is missingIn most businesses.  It’s the “DESIGNED PLAN”, OR what Tom calls his GWT Business Plan. Most business owners’ initial plan is the “Action Plan”.  This is the plan that gets their product or service to market to create cash flow and profits. It's the exciting plan, a plan that most entrepreneurs love.  However, the planning process which makes the business grow and profitable, along with other factors such as time freedom, great wealth, and expansion is basically left to chance. This is the Detail Plan, or GWT Business Plan. Learn about this planning system to help you implement another part of your planning that will determine the future of your business’ success.  Tom Perrone, CLU, CIC, Author, Podcast Host, and President New England Consulting Group of Guilford, Inc.Helping business owners have awareness and avoid costly mistakes! 203 530 6615www.bpbpgrp.comwww.yourbusinessworth.com [email protected] 

 The Quintessential Entrepreneur Creating Unique Services For Manufacturing And Distribution!Paul Herbert is one of the most talented business owners I have met. Educated as an engineer, he has created and developed a unique business plan that is associated with manufacturing and distribution. He has developed a full circle of services from manufacturing, product development, operations, design of distribution, and outsourcing of products. Paul has offices in Vietnam, China, and is working on an office in India. His business plan is most unique. As Paul would tell you, he does not hire many employees, because most of his employees are also his partners. Paul creates a constructive collaboration with business partners, offering services to get their products out to the marketplace. Listen and learn as Paul shares his wisdom of growing businesses through collaboration and imagination. Hebert Engineering and Design Co307 Spring StManchester, Ct [email protected]  

Avi Smith-Rapaport is an enormous success story. His foundation of life is giving and helping. Not only in his business but his community as well. He has developed a profound sense of community and has built a great reputation as a giver and an exceptionally good businessperson.Avi shares with us his experiences from the very beginning of his business life to the current. He shares what are some of the value drivers that helped him along the way. Listen as Avi shares wonderful advice to new and veteran entrepreneurs.  We Care Computers2437 Albany AveWest Hartford, CT 06117860 836 [email protected]  

From Playing in Dirt to Creating A Legacy of Farming, Community, Kind Acts and Giving!Jess Stone is an accomplished, smart, giving, funny person who has a profound sense of depth, and a great side of deep humanity. She is quite easy to like. She has paid the price by learning more than most about what she does. It would be a cliche to say she is the salt of the earth. That is what makes Jess Stone exactly the salt of the earth. Soil is her game!She is the owner of Cold Spring Farm, and four other enterprises. Besides being a mom and wife, she runs her enterprises very successfully. The first thing you notice about Jess is her passion to get it right and to service the public, her employees, and customers.What makes the products and businesses the one to go to, is she never settles for mediocrity. There is always a better way, better taste, a healthier way and so forth! It can always be done with a better attitude. Listen and you will want to experience what others experience when they purchase products from Jess’s Cold SpringFarm and other entities. While others are taking short cuts, Jess and her employees strive to make it the place to go, which is why Cold Spring Farm keeps on growing. Www.ColdSpringFarmCT.comwww.communityPollinator.comhttp://www.giftsonthegreenct.com/https://thefarmkitchenct.com860-316 8368 (farm office)46 Hayward Town RdColchester, CT 06415

ESTATE AND FINANCIAL CHAOS FOR THE BUSINESS OWNER!Tom discusses the three areas of excess cost for the business owners, and areas that are controllable by the business owners.  Tom discusses the extraordinary costs that business owners are unaware of but could prevent.  Areas that many financial professionals don’t discuss with their clients.  Estate settlement, transition, and retirement.  www.bpbpgrp.comwww.yourbusinessworth.com [email protected] 530 6615

Getting Out of Your Own Narrative!  A Veteran business coach with a wealth of knowledge!  Lauren Fleshler of EasilySaidndone.com Lauren does not just work with anyone. She filters who she can help and their desire for growth. She works with people who have come to the realization that they need the guidance and knowledge of a coach.  Lauren is committed to helping you create real profits in your business, build strong foundations for growth, feel confident and savvy about your economic management and decision-making, and much more.  Through her own business experience and growth in business, she has learned how to attract the right customers and is confident about charging more for her coaching.   Listen as Lauren discusses profit driven pricing strategies, non-sales sales strategies that sell, and scalable growth plans.   EasilySaidndone.com [email protected]   

Qualified Retirement Plans Chaos For High Earning Business Owners!It is very common for an employer to think in terms of a qualified retirement program when they think of saving money for their retirement.  The idea to have one seems to make sense.  Deductibility, tax deferred, business cash flow, and growth.  Also, the accountant will normally jump on this idea, because it is another tax deduction.  However, for the high income business owner, the qualified retirement plan can create chaos in retirement for the business owner for a number of reasons discussed in this podcast.  Thomas J. Perrone, CLU,CIC, Pres.  New England Consulting Group of Guilford, Inc. [email protected] 530 6615www.yourbusinessworth.comWebsite:  www.bpbpgrp.com 

 The Sum Is Greater Than the Parts!Knowing Ginny and Wayne Klinga for so many years, I have observed how this dynamic duo have grown their valve and pipe fitting company. Ginny runs the business while Wayne is the creative genius in solving problems. As you listen to Ginny in this podcast, you will find Ginny is one of the brightest businesspersons you could meet. She knows how to run a business. Both she and Wayne know how to empathize with their customers, relate to them, identify their problems, and provide solutions. They offer something big businesses cannot and do not offer their customers. Listen and you will discover the genius in how they are running the business and the relationship with their customers. They are the quintessential business owners who realize how valuable value drivers like relationships.   Ginny discusses her secret weapon that larger competitors cannot offer but is needed by the customers. Ginny and Wayne run their business like an elastic. They are forever aware of what needs to be changed to better service the public. They are forward thinking. This is a business school lesson in 28 minutes. Listen to the genius of Ginny Klinga and the mindset of Park City Value and Pipe fitting. Park City Value and Fittings, IncWayne and Ginny Klinga 203-366-5461203 395 6529 Park City Valve & Fittings, Inc. is located at: 50 Lindley Street Bridgeport, CT [email protected] 

Business Succession The Easy And Fast Way!Tom discusses why over 80% of the businesses in the country do not have a succession plan for their business.  Surprisingly, business owners consider themselves entrepreneurs.   However, there is a dichotomy to the extent that they spend all their time building, growing and making the business successful, but virtually little if any time, to the extraction of  the value of the company when it is time to transition out of the company.  Tom has a system that takes two hours a month to help business owners create a succession plan a fast and easy. Way! Thomas J. Perrone, CLU,CICAUTHOR, PODCAST HOST New England Consulting Group of Guilford, CT [email protected] BLOG:  www.yourbusinessworth.com