Category: News Room

Linda Jensen, Certified Exit Planning Advisor (CEPA), Unveils a Highly Anticipated Business Workshop on Exit Planning:A Key to Amplifying Business Value and Profitability

Phil Faris

In today’s fiercely competitive business landscape, future-proofing one’s business is no longer optional—it’s critical. Addressing this pressing need, a transformative business workshop on the crucial yet often overlooked aspect of Exit Planning. Exit Planning is a strategic roadmap that enables business owners to prepare for their inevitable transition out of their company. It isn’t merely about selling or stepping away; it’s about comprehending how to enhance a business’s value and profitability in anticipation of that pivotal day. It’s about making a business as enticing as possible to potential acquirers, investors,…

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Real Estate Expert Iris Ramos Shares Insights and Success Stories on the Agents Lounge Podcast

Phil Faris

The Agents Lounge Podcast is back with an exciting new episode featuring real estate expert Iris Ramos. As the owner of Keller Williams Heritage in San Antonio and with 10 years of experience as a realtor, Ramos brings a wealth of knowledge and wisdom to the table. Listeners can expect to hear her inspiring story, background, and journey in the industry.

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Master Plumber Cesar Rodriguez Shares Industry Insights on Agents Lounge Podcast

Phil Faris

Agents Lounge, the podcast known for bringing real estate insights to the forefront, recently welcomed an industry expert to their show. Cesar Rodriguez, the dedicated owner of COR Plumbing, joined hosts Francisco and Marco for an enlightening conversation about the plumbing trade’s role in real estate and the importance of maintenance and experience.

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Elias Recruitment Named Small Recruitment Agency of the Year at SEEK Annual Recruitment Awards 2023

Phil Faris

Elias Recruitment won the SEEK SARA 2023 Small Recruitment Agency of the Year, recognized for excellence in culture, innovation, and industry contributions. Founder Jason Elias credits the win to their 25-year track record in legal recruitment, highlighting their team’s dedication and expertise in connecting top legal talent across Australia.

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Mistakes Business Owners Make On Their Finances After The Sale Of Their Business

Phil Faris

Adam Coffey, an established expert on private equity in the United States, is interviewed on a podcast about considering private equity as a participant in the sale of a business. Adam discusses mistakes that are made and how to avoid them. Financial professionals understand the importance of setting clients up for success in their finances. However, even the savviest business owners can make mistakes when it comes to managing their money after selling their business. To ensure that clients avoid these common pitfalls, here are some key actions they should…

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James Johnson, President and owner of All Mark Insurance Services, Interviewed on the Influential Entrepreneurs Podcast Discussing How Taxes Impact Retirement

Phil Faris

James Johnson discusses tax impact in retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-taxes-impact-retirement/ Understanding the impact of taxes on retirement income is crucial for effective financial planning. In the podcast episode, James Johnson, the president and owner of All Mark Insurance Services, highlights the significance of being proactive and informed about taxes to mitigate potential financial challenges in retirement. Johnson emphasizes the historical context of tax rates, pointing out that the highest income tax bracket has fluctuated over the years, with an average top marginal…

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