Category: Business

Matt Cohen Of Synesis Advisors Gives Tips On Preparing For A Business Sale, Building A Team For The Sale, When To Walk Away & Even Things One Should Consider After A Sale

Phil Faris

In an invaluable session for entrepreneurs and business owners, Matt Cohen, the renowned strategist from Synesis Advisors, has distilled years of experience into essential advice on preparing for a business sale. Recognizing the complexities and emotional weight of selling a business, the guidance covers the full spectrum—from initial preparation to post-sale considerations—empowering owners with the knowledge to maximize their outcomes. Listen to the podcast interview here:  https://streamyard.com/watch/qYJFS48QViPY Preparation is Key: It emphasizes the importance of meticulous preparation well ahead of a sale. It’s not just about having financials in order,…

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Stephen Johnston, Founder of A Race Against Blindness, Discusses his Journey from Dad to Athlete on The Everyday Ironman Podcast

Phil Faris

Stephen Johnston, a full-time practicing physician, father, and founder of the nonprofit A Race Against Blindness recently appeared as a guest on the Everyday Ironman Podcast. He discussed his journey from being a self-proclaimed “non-athlete” to becoming an Ironman triathlete and using the sport as a symbolic message of resilience for his son, who is slowly losing his vision due to a rare genetic condition. Stephen co-founded the nonprofit with his ex-wife in January 2023 after their son Luke was diagnosed with Bardet-Biedl syndrome-related retinitis pigmentosa, which is expected to…

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Father and Nonprofit Founder Stephen Johnston Shares His Inspiring Journey on the Simple + Intentional Podcast

Phil Faris

In a recent episode of the Simple + Intentional podcast, Stephen Johnston, a father, radiologist, nonprofit founder, and Ironman athlete, opened up about his remarkable story of resilience and purpose in the face of his son’s devastating diagnosis. When Stephen learned that his 10-year-old son Luke was going blind due to a rare genetic condition called Bardet-Biedl syndrome, he was initially overwhelmed by grief and a sense of helplessness. However, he soon transformed his pain into a driving force for action, founding the nonprofit organization A Race Against Blindness. During…

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Dan Brooks, with Xexis Private Wealth, Interviewed Influential Entrepreneurs Podcast Discussing Things Advisors Don’t Explain That Could Negatively Impact Retirement

Phil Faris

Dan Brooks discusses navigating the hidden risks in retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/  Financial advisors may unintentionally neglect to fully explain certain aspects of retirement planning, not necessarily out of malice but due to a lack of expertise or restrictions from their firms. In a podcast episode, Dan Brooks, the founder of Xexis Private Wealth, highlighted that advisors may not intentionally leave out crucial information that could impact retirement planning negatively. He mentioned that advisors working for big financial firms are often…

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Bob Chitrathorn, CFO And Vice President With Simplified Wealth Management, Discusses Strategies To Employ To Help Clients Define Financial Priorities And Objectives

Phil Faris

To empower individuals with the tools they need to preserve their financial future, Bob Chitrathorn, a valued professional in personalized financial planning services, today announced a competitive approach designed to assist clients in defining their financial priorities and objectives with greater clarity and precision. With years of experience in navigating the complexities of the financial landscape, Bob has developed a comprehensive suite of strategies that are tailored to meet the unique needs of each client. This bespoke approach ensures that individuals are not only able to identify their financial goals…

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Meet the coach who help women reclaim their Mind, Heart, and Cookie®.

Phil Faris

Women who have been abused by their partners often lose their sense of self, but one coach has made it her mission to help them find themselves again.  Nilzara Rivera, who runs the business Coach Nilzara, is an Intimate Partner Violence Recovery Coach. She holds a space for women where they can learn who they are without the influence of their abusers or anyone else, a process she describes as “reclaiming their mind, heart and cookie®.”  The 38-year-old, from Chesapeake, Virginia, in the United States, was inspired to do this…

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Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The Tax Implications of Large Retirement Accounts

Phil Faris

Dan Brooks discusses unveiling the tax firestorm of large retirement accounts.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-tax-implications-of-large-retirement-accounts/  Tax planning for large retirement accounts is crucial, especially as assets grow to significant amounts, typically ranging from half a million to two million dollars. In a recent podcast episode, Dan Brooks emphasized the importance of tax planning for individuals with retirement assets in this range. Here are key points to consider: Tax Implications: Dan Brooks points out that individuals are often advised to maximize contributions to retirement…

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