This is the mantra of small business financial planner Claudeth Forbin. She is a passionate person who is driven to help people to make the right financial decision. She is extremely bright, committed in her cause to help people, honest, and with loads of passion. It is her job to make sure everyone she works with understands the financial parts of their world. We discussed many of the areas people struggle with when dealing with financial issues. She is an educator and works to eliminate the “Uncle Louie” (the wrong information and the wrong source of information) in her clients life. She gets Uncle Louie out of their life and replaces him with concrete knowledge so her clients have the best change of making the right financial decision for themselves based on where they are in life.
Claudeth Forbin
Ascending Financial Strategies Group
To schedule a free discovery, no obligation call with claudeth: https://letsmeet.io/claudethforbin/business-dna-discovery-call
The Elephant In The Room
The 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.
tperrone@necgginc.com
TOMS BLOG: www.yourbusinessworth.com
CELL: 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 LLC
171 Chruch St- Suite 330
Charleston, South Carolina 29401
(P)843-723-2000 (f) 843-723-2013
“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 mobile
Email Brian: bkerrigan@taylorfoleylaw.com 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 Newsletter
https://www.linkedin.com/newsletters/7043985330160459776/
Value Builder
https://valuebuilder.com/
Mindshop
https://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 Ave
Waterbury, CT 06702
203-572-5495 from 9:30 am to 7:00 pm EST.
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.
John Dickson
860 619 2774
Frontline Productions
107 Oakwood Drive
Glastonbury, CT 06033
860 657 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 Information
Kathleen Moniello, MBA, SRES®, CAPS
kmoniello@foreverm
m: 203.710.6317
o: 855.530.3837
Email: kmoniello@forevermorehomes.com
Forevermore HOMES
Real Estate and. Aging in Place Services
REB.0753955, Licensed in CT HIC.0662959, Licensed in CT
Real Estate Broker - Coldwell Banker Realty
If 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. Advisor
https://paulhoodservices.com/about/
504 452 7574
And
Ed Pratesi, CPA, ASA, CVA Managing Director
860 558 0453
https://value-transitions.com/
Email: eepratesi@gmail.com
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: 860-558-4625
Email: susan@hometohomect.com
Home to Home CT
SR Consulting and Moving Services LLC
DBA and the name we use with clients and marketing: Home to Home Moving Services
Website: www.hometohomect.com
Contacts: Susan Rabinovitch, susan@hometohomect.com
Erica Smith-Rapaport, erica@hometohome.com
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 06111
860.508.3336
Social Media Links:
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 at
203 710 7058
Cori.Zuppardi@thekey.com
TheKey.com
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