StrategyDriven Podcast Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2

StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag posts on the StrategyDriven website.

Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2 examines how exit planning helps business owners preserve their illiquid business wealth and achieve their post business ownership goals. During our discussion, John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and owner of Pinnacle Equity Solutions, shares with us his insights regarding:

  • what exit planning is
  • the five exit options
  • identification of the best exit option given the business owner’s personal and financial readiness and goals
  • the impact of taxes on exit option selection

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

Final Request…

The strength of our community grows with the additional insights brought by our expanding member base. Please consider rating us on iTunes by clicking here. Rating the StrategyDriven Podcast and providing your comments online improves our ranking and helps us attract new listeners which, in turn, helps us grow our community.

Thank you again for listening to the StrategyDriven Podcast!


About the Author

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

StrategyDriven Strategic Planning Best Practice

Strategic Planning Best Practice 13 – The Use of Calendars

All too often, strategic planning coordinators are frustrated by an inability to coordinate critical meetings such that all required individuals are able to attend. While strategic planning should be a high priority for all executives and senior managers, so are a great number of other tasks. To ensure the needed executives and managers are available, thereby making the most effective use of their time, it is important to schedule these critical meetings far in advance. By using strategic planning calendars, coordinators will have the prerequisite insight to schedule meetings far enough in advance to avoid conflict with other priority gatherings.


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StrategyDriven Podcast Episode 25 – Frame of Mind Coaching: Journaling for Success

StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag articles found on the StrategyDriven website.

Episode 25 – Frame of Mind Coaching: Journaling for Success explores the personal performance improvement process of journaling. Kim Ades, President of Frame of Mind Coaching, introduces her process of journaling; during which ones limiting thought patterns are identified and replaced with a new way of thinking that ignites significant personal and professional change. This discussion:

  • reveals the impact of ones thoughts on results achieved
  • examines how journaling uncovers limiting thoughts
  • introduces the process of ‘trading up’ for more empowering thoughts
  • identifies the added benefits of guided journaling

Additional Information

Complimenting the invaluable insights Kim shares with us in this podcast are the additional Frame of Mind Coaching materials and resources found on her website, Frame of Mind Coaching (www.FOM52.com).

Final Request…

The strength of our community grows with the additional insights brought by our expanding member base. Please consider rating us on iTunes by clicking here. Rating the StrategyDriven Podcast and providing your comments online improves our ranking and helps us attract new listeners which, in turn, helps us grow our community.

Thank you again for listening to the StrategyDriven Podcast!


About the Contributor

Kim Ades is President of Frame of Mind Coaching and one of North America’s foremost experts on performance through thought management. For over ten years, Kim has helped business professionals achieve exceptional results. By using her unique process of coaching through journaling, she works with clients to unveil and switch their thought patterns to ignite significant change and life transformation. To read Kim’s full biography, click here.

StrategyDriven Strategic Planning Best Practice Article

Strategic Planning Best Practice 12 – Planning for the Best and the Worst

Strategic plans present the best estimate of what planners, executives, and board members believe will take place within the market environment under the most likely to occur circumstances. But what of the activity of strategic planning itself? Shouldn’t an organization also be prepared to deal with best and worst case outcomes? Or should market forces be allowed to conspire unopposed to create an outcome other than that predicted?


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New Model Release – Decision Alignment Model

StrategyDriven contributors are pleased to announce the release of our eighth model: Decision Alignment Model.

Credibility of the organization’s mission and values depends largely on management decisions that exemplify them. Maintaining credibility includes strong reinforcement of mission goals and organizational values when decisions are made that affect cost, production, and/or schedule.

Consistency between leadership’s decisions and the organization’s mission and values is vital in light of today’s growing production pressures. Whereas personnel attitudes and actions reflect those of their supervisors, all executives and managers must continuously reinforce their commitment to the organization’s mission and values, particularly through their decisions. It is only when personnel perceive management’s commitment as unwavering that their day-to-day decisions and activities will align with the organization’s overarching objectives.

The StrategyDriven Decision Alignment Model is an easy-to-use tool that helps leaders assess the consistency of their decisions with the organization’s mission including identification of outcome misalignment causes.