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Building and Protecting Your Business Worth
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Building and Protecting Your Business Worth

Author: Thomas J. Perrone, CLU,CIC

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“Building and Protecting Your Business Worth Podcast” brings together ideas from successful small business owners, and professionals from many different industries to share strategies and ideas to help create business growth, increased profits, and to protect your business worth from the “What If’s Of Life”.

The podcast will share ideas of how to unlock your “Business DNA”, creating more efficient business decisions, leisure time, and more fun in your business.
124 Episodes
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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 mike@perlowproductions.com  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      brianboyer1@sbcglobal.net   
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:teddykj.tk@gmail.com 203-224-8354 tjarzebiak@jtmseiko.com   
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 brian@theboyergroupllc.com 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 romeo@dan-Kar.com  
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 4054Info@gervinogroup.com 
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: adminteam@incitetax.com 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 -1679admin@skpadvisors.comhttps://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 tperrone@necgginc.com
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.  tperrone@necgginc.comTOMS 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) 843-723-2013Dtaylor@taylorefoleylaw.comWww.taylorfoleylaw.com  
“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:  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 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://john@thefrontline.com/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:   kmoniello@forevermorehomes.comForevermore 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: eepratesi@gmail.com
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