The Real Business Podcast

If you see divorce on the horizon and you haven't done any planning, it's probably already too late. Michael Lundy, Founding and Managing Partner at Older Lundy Koch Martino joins us for Part 2 on how a business can survive through a divorce. In this episode, we focus on the legal side of things, which include the division of the business as a marital asset and the buy-out or trans

Of the six D’s we talk about in business continuity planning, divorce probably gets the least amount of attention. But during divorce proceedings, business owners face an average decline in revenue of $4,000-a-month! As a result, nearly one in 20 business owners closes their doors due to the financial brunt of divorce. To discuss this important topic, we invited Roxanne Coffelt,

The decision to stay and grow your business versus the decision to leave and transition your business often puts a business owner at a crossroads. So rather than face the decision head-on, it gets delayed and ultimately made without much forethought or planning. In this episode, Brian Trzcinski welcomes Sam Mendelsohn of Value Builder to discuss why this decision is so important, w

In this epidode, Brian Trzcinski is joined by fellow CEPA and financial planning consultant Jarrod DeSantis of MassMutual to discuss the role the business plays in an owner's personal planning picture. They discuss the three "gaps" all business owners should know--their profit, value and wealth gaps--as well as how planning for the business today can impact an owner's financial out

Mavrek CEO Martin Hanson has been in the business of selling businesses for over 30 years, coordinating thousands of transactions worth billions of dollars. In spite of all those deals, Hanson shares that not once, in all those years, has a business owner who called him actually been ready to sell their business. In this episode, MassMutual's Brian Trzcinski leads a candid conversa

In this episode, MassMutual's Brian Trzcinski welcomes veteran Financial Professional Rick Scruggs, of the firm Financial Designs, to discuss how life insurance can be an important component of not just a business owner's personal protection, but their business protection as well. They will share strategies that can help protect the owner and the business from unexpected and unplan

In this episode, Brian Trzcinski welcomes CEO Coach and author Abby Donnelly to discuss key findings from MassMutual's latest research study "Planning for the Unexpected". This rank conversation includes real stories about business owners who failed to mitigate risk, and the pitfalls associated with ignoring the details in business succession planning.

In this episode, MassMutual's Brian Trzcinski welcomes Laurie Barkman, aka "The Business Transition Sherpa" to discuss some key topics from her book The Business Transition Handbook. Hear Brian and Laurie discuss why business owners view "transition" as a negative term and how an owner's mindset about transition--both positive and negative--can impact their business's value, transf

Potential value is something business owners are very keen on understanding. Taking a strategic approach to growing value can not just benefit the business for today, but also the owner's financial outlook in the future. In this episode, Brian Trzcinski welcomes George Sandmann, Founder and CEO of Growth Drive, to share his insight on how value growth can set the owner up for futur

Two words: Family and Business. The two are intrinsically connected, but often operate on divergent planes. In this episode, MassMutual's Brian Trzcinski welcomes Martha L. Sullivan, a CPA and consultant with The Family Business Consulting Group, to discuss balancing a thriving business while creating a lifetime of liquidity for today and a legacy for the future.