Shows
Blueprint for WealthNavigating Real Estate: Insights, AI's Role, and Advice for Aspiring EntrepreneursWayne Zell welcomes Joe Killinger to discuss his extensive background in real estate and the evolution of the brokerage industry, highlighting the concerning agent dropout rate. They explore the impact of COVID-19 on interviewing with brokerage firms and offer tips for entering the commercial real estate market, including the role of AI. Joe shares his motivation and key advice for new agents, while addressing the challenges and opportunities faced by young entrepreneurs. The episode emphasizes the importance of communication and a deep understanding of entrepreneurship..0:00 Introduction and Joe Killinger's background in real estate1:46...
2025-12-3026 min
Blueprint for WealthMastering Outsourcing: Strategies to Scale, Boost Business Profit & EfficiencyWayne Zell is joined by Kirsten Graham to explore the essentials of outsourcing for small businesses. Key Points include:- Outsourcing can significantly reduce costs and increase profit margins by leveraging global talent for tasks such as bookkeeping, software management, and marketing.- Business owners should focus on hiring for specific skill sets rather than searching for a "magic unicorn" who can do everything, ensuring the right person is in the right role.- Effective documentation and the creation of standard operating procedures (SOPs) are crucial for maintaining business continuity and building value...
2025-10-0928 min
Blueprint for WealthPhil Risher's Insights: Digital Marketing Strategies and Growth for Home Service BusinessesWayne Zell dives into the world of digital marketing with Phil Rischer, focusing on strategies tailored for home service businesses. They discuss effective lead management and nurturing client relationships while addressing the challenges of balancing traffic sources and scaling operations. Phil highlights essential tools for CRM and lead management, and the importance of building a cohesive marketing and sales team. The conversation explores operational efficiency, success metrics, and the distinction between marketing and sales in terms of lead quality. They also touch on business growth and exit strategies.
2025-07-2727 min
Blueprint for WealthInnovating for Tomorrow: Carlo Rivis on Technology, AI, and Entrepreneurial StrategiesWayne Zell welcomes Carlo Rivis to discuss his entrepreneurial journey and early projects. They explore the business ecosystem and the educational impact on technology adoption, providing examples of working with visionaries and overcoming challenges. The conversation delves into the future of technology, AI, and global adoption, examining political influences on technological development. Carlo shares insights into achieving market fit through innovations like recyclable storage batteries and solving market needs through technology. They discuss cross-industry innovation strategies and creating roadmaps for niche market strategies, concluding with contact details for further engagement.
2025-06-0934 min
Blueprint for WealthUSAID Contractor: Jacey Spratt: Resilient Leadership Adaptation and Growth in Professional ChallengesAfter the termination of thousands of USAID employees, Jacey Spratt found herself without a job. As a professional coach and business leader she discusses her involvement with USAID, including its work and the criticisms it faces. The conversation navigates the impact of government changes on USAID professionals and Jacey's own adaptation strategies and future plans. Jacey shares insights into her coaching, support initiatives, and resources, offering strategies for resilience and professional adaptation for her USAID cohorts. She provides valuable advice on the broader applicability of her coaching skills.Chapters:0:00 Introduction of the podcast and guest...
2025-05-1529 min
Blueprint for WealthMastering Exit Planning - Fletcher Brown on Strategies, Tools, and BEI's Vision with your host, Wayne ZellFletcher Brown shares his journey to become the CEO of BEI (the training site for exit planners) and the importance of his father's book "How to Run Your Business So You Can Leave It in Style." Fletcher shares the seven steps of exit planning and discuss BEI's services, membership benefits, and Fletcher's vision. The conversation covers Fletcher's experience with BEI's PlanIt software, the development of an exit planning process, and the value of monthly technical webcasts and coaching for BEI members.Chapters:0:00 Introduction of Fletcher Brown and his journey in exit planning
2025-04-1127 min
The Liquid Lunch ProjectHow to Sell Your Business for Millions (Without Paying Millions in Taxes)Starting a business without an exit strategy? That's like boarding a plane without knowing the destination. If you think selling your business is something you figure out 'later,' think again. This episode will change how you plan for the future. On this episode of The Liquid Lunch Project, we sit down with Wayne Zell—JD, CPA, tax expert, investment advisor, and the guy you wish was handling your financial future. Wayne breaks down the art of exit planning, why business owners should start thinking about their exit from day one, and how structuring your company correctly no...
2025-03-2650 minThe Liquid Lunch ProjectHow to Sell Your Business for Millions (Without Paying Millions in Taxes)Starting a business without an exit strategy? That's like boarding a plane without knowing the destination. If you think selling your business is something you figure out 'later,' think again. This episode will change how you plan for the future. On this episode of The Liquid Lunch Project, we sit down with Wayne Zell—JD, CPA, tax expert, investment advisor, and the guy you wish was handling your financial future. Wayne breaks down the art of exit planning, why business owners should start thinking about their exit from day one, and how structuring your company correctly no...
2025-03-2650 min
Buried in Work PodcastWayne Zell on Succession Planning: What Happens to Your Business If You’re Gone Tomorrow?What would happen to your business if you were gone tomorrow?Most entrepreneurs pour everything into building their business—but almost none plan for what happens next. What if you got sick? What if you wanted to retire? Or, what if you suddenly had the opportunity to sell for life-changing money but weren’t prepared?In this episode of Buried in Work, Wayne Zell, CEO of Zell Law, exit planning expert, and author of Your Multimillion Dollar Exit, to talk about the one thing most entrepreneurs ignore until it’s too late—how to build a busine...
2025-03-0538 min
Blueprint for WealthAI vs. Voiceover? Author Aaron Ryan on the Future of Creative CareersWayne Zell talks with Aaron Ryan about his literary journey, the evolution of his "Dissonance" saga, and its adaptation for streaming. They discuss his children's books, marketing strategies, nonfiction work, and voice-over career, touching on AI's impact on industries and self-publishing advice.Chapters0:00 Introduction to the podcast and guest Aaron Ryan1:14 Aaron Ryan's literary journey and "Forecast" overview2:28 "Dissonance" saga evolution and adaptation for streaming5:08 Writing style and availability of the "Dissonance" series7:29 Aaron Ryan's children's books and personal storytelling experiences10:40 Marketing strategies and literary...
2025-02-2822 min
Blueprint for WealthJeremie Watson's Blueprint: Scaling to 7-Figures with Proven Marketing StrategiesIn this episode of Blueprint for Wealth, Wayne Zell interviews Jeremie Watson, founder of the Watson Agency, about his unique approach to marketing and business growth. Jeremie discusses his early experiences in the entertainment industry, including working with Kevin Costner and Disney, and how he transitioned to building a marketing agency that helps businesses scale to 6, 7, and 8 figures.Key points-Jeremy Watson emphasizes the importance of building credibility and creating compelling offers to scale businesses effectively.- Automation and AI are pivotal in modern marketing to save time and enhance efficiency by automating...
2025-02-0722 min
Business, Bourbon & CigarsThe Entrepreneur's Roadmap to a Lucrative Exit with Wayne ZellHow can business owners plan and execute a successful business exit? This episode offers expert insights on planning for a lucrative business exit, including building a strong succession plan, identifying and filling value gaps, and protecting your business during economic downturns. Wayne Zell, a seasoned business transaction expert, shares invaluable advice and real-world examples, emphasizing the importance of starting early and having the right team in place. Meet Wayne Zell, a CPA and attorney who has been the mastermind behind hundreds of successful business transactions, saving his clients millions of dollars and gu...
2024-11-1456 min
Blueprint for WealthStart, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin Campbell🎙️ Start, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin CampbellJoin host Wayne Zell as he interviews Colin Campbell, a serial entrepreneur with over 30 years of experience in building and scaling successful internet companies. Colin shares his journey, insights, and lessons learned from his book Start Scale Exit Repeat: Serial Entrepreneurs' Secrets Revealed.Episode Highlights:Impact of AI: Campbell believes AI will create more millionaires than any previous tech shift, encouraging entrepreneurs to leverage it regardless of their industry.Learning from failure: He shares a personal story of a failed business exit, emphasizing the impor...
2024-10-2533 min
Blueprint for WealthFrom Class Clown to CEO: Scott Montgomery's Journey to SuccessJoin us for an inspiring episode of Blueprint for Wealth as host Wayne Zell interviews entrepreneur and author Scott Montgomery. In this engaging conversation, Scott shares his remarkable journey from a challenging academic background to becoming a successful business leader in government contracting.In this episode, you'll discover:- Scott's Early Challenges: Learn how he navigated his formative years as a self-proclaimed "class clown" and found success despite not being a traditional student.- The Power of Mentorship: Hear about the pivotal role mentorship played in Scott's career and how it shaped his...
2024-10-1430 min
The Exit - Presented By FlippaPreparing for the Multimillion-Dollar Exit: Wayne Zell’s 44 Years of WisdomWant a quick estimate of how much your business is worth?
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In this episode of The Exit: Wayne Zell, a renowned exit attorney, founder of Aspire to Exit, and CEO of Zell Law, shares insights from his 44-year career in estate planning, exit planning, and business law, which he has also written about in his book, “Your Multimillion-Dollar Exit...
2024-09-3031 min
Blueprint for WealthBuy Your Building and Fire Your Landlord: The Power of Commercial Real Estate OwnershipJoin Wayne Zell in this episode of Blueprint for Wealth as he interviews Paul Neal, a seasoned entrepreneur and author of Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlord. Paul shares his extensive knowledge on the benefits of owning commercial real estate, especially for business owners looking to build wealth and stability.In This Episode, You Will Learn:- The Importance of Ownership: Discover why owning your commercial space can lead to greater financial independence compared to renting.- Common Misconceptions: Paul addresses the myths...
2024-09-2729 min
Blueprint for WealthFrom Grit to Greatness: Chaz Wolfe's Journey Selling Multiple Seven-Figure CompaniesJoin us for "Blueprint for Wealth," a dynamic podcast designed for entrepreneurs seeking to unlock their potential and achieve financial freedom. Hosted by Wayne Zell, each episode features in-depth conversations with successful business leaders, including serial entrepreneur Chaz Wolfe, who shares his journey of building and selling multiple seven-figure companies. In this fast-paced half-hour show, listeners will gain valuable insights into the world of entrepreneurship, including strategies for growth, the importance of integrity, and the art of balancing business with family life. Chaz discusses his experiences in franchising, real estate, and consulting, highlighting the lessons learned along...
2024-09-1231 min
Blueprint for WealthThe Revenue Transformer: Secrets from Holly Jean Jackson on Scaling Your BusinessWelcome to another episode of Blueprint for Wealth with Wayne Zell! In this engaging conversation, we dive deep into the world of entrepreneurship with our special guest, Holly Jean Jackson, known as the "Revenue Transformer." Discover how Holly transitioned from a corporate career to empowering entrepreneurs, and learn about her unique "FEAR Method" for tackling business challenges. Holly shares her personal journey, including overcoming chronic pain and the inspiration behind her bestselling book, Inspiration Contagion: Health Secrets for Raving Success. She also discusses the importance of aligning business growth with personal well-being and how her...
2024-08-2828 min
Blueprint for WealthBlueprint for Wealth: Gary Heldt's Secrets to Business Growth and Financial SuccessWelcome to Blueprint for Wealth, your go-to video blog for achieving financial freedom and business success. In this episode, host Wayne Zell interviews Gary Heldt, a seasoned CPA, entrepreneur, and financial expert with over 30 years of experience.Gary shares invaluable insights from his book, The Right Team, The Right Plan: A Winning Approach to Growing Your Business and Your Wealth, and discusses the importance of assembling the right financial team, effective tax planning strategies, and the role of community engagement in business growth.Key Takeaways:• The importance of selecting the right fi...
2024-08-1330 min
Blueprint for WealthNo Degree Required: From Ditch Digger to Million-Dollar Entrepreneur: Ken Rusk's Blue-Collar Success StoryDiscover the transformative journey of Ken Rusk, the "million-dollar ditch digger," in his Wall Street Journal bestselling book, Blue Collar Cash: Love Your Work, Secure Your Future, and Find Happiness for Life. Ken Rusk shares his insights from over 30 years in blue-collar trades, demonstrating that you don't need a college degree to achieve success and fulfillment.Ken discusses the importance of pursuing a career in the blue-collar field, where there is high demand and limited supply. He also highlights the significance of creating processes and systems that can be replicated and franchised. Ken's company has transitioned into...
2024-07-3133 min
Blueprint for WealthFrom Corporate Leader to Entrepreneur: Tina Fox's Journey to Empowering Women in Business & Building the First Digital Mentorship PlatformEntrepreneurs gain invaluable insights from Tina Fox, a seasoned corporate executive turned successful entrepreneur.Tina's journey from winning her first sales contest in sixth grade to leading Fortune 500 companies and eventually founding her own businesses, including TERN Mentoring, offers a wealth of practical advice and inspiration.Tina’s story highlights the importance of mentorship and networking, crucial elements for entrepreneurial success. Tina's experiences in balancing a demanding career with family life provide relatable and actionable strategies for entrepreneurs facing similar challenges.Listen to find out how Tina aligned her professional goals with personal va...
2024-07-1833 min
Blueprint for WealthExit Planning Strategies: How to Build Transferable Value and Exit Without Exiting | Interview with The Real Jason Duncan In This Interview, You'll Discover:Create Transferable Value: How to develop a business model that others can run just as successfully.Cultural Foundations: The steps to cultivate a company culture that sustains growth without your daily presence.Delegating Effectively: Learn the art of delegation to avoid the common 'hero syndrome' that many founders face.Strategic Positioning: How to set up your business to attract potential buyers or successors.Exiting Without Exiting: Jason's unique philosophy on how to remain profitable while stepping back from day-to-day operations.📈 Whether you're just starting out or are knee-deep in operations, the insights off...
2024-07-0528 min
Blueprint for WealthDiscover A Revolutionary Tax Strategy - "The Charitable Pay Raise" when Wayne interviews Bill Lloyd In this episode of "Blueprint for Wealth," host Wayne Zell interviews Bill Lloyd, a financial services expert with over 35 years of experience. Bill introduces the "Charitable Pay Raise," a patented tax strategy designed to maximize after-tax cash flow while supporting meaningful charities. Learn how this innovative approach combines charitable income tax deductions with Roth IRA conversions to create tax-free cash flow for life. Bill also discusses the impact of the Tax Cuts and Jobs Act of 2017 on this strategy and how it can benefit high-net-worth individuals, families, and philanthropists. Don't miss this insightful conversation on tax planning, estate planning...
2024-06-1428 min
Seeding Social GoodSocial Fundraising Psychology, An Interview by Wayne ZellAttorney and popular podcaster Wayne Zell, CEO & Managing Member of Zell Law Firm, interviews Dr. Otis Fulton, Social Psychologist and Turnkey For Good VP of Psychological Strategy, about social fundraising and the underlying psychology on the Blueprint for Wealth Podcast.Need somewhere to get immediate help from experienced peers, without judgment? Here you go.
2024-06-1332 min
Blueprint for WealthDoug Thorpe, Executive Coach & Business Advisor. Owner of HeadwayExec. Host of "Leadership Powered by Common Sense."Welcome to "Blueprint for Wealth," hosted by Wayne Zell. In this episode, we dive into the inspiring journey of Doug Thorp, a Texas native and executive coach. Doug shares his experiences from growing up in San Antonio, attending Texas A&M, serving in the Army, and transitioning into a successful career in banking and entrepreneurship. Learn how Doug's military background shaped his leadership skills and how he navigated the challenges of the 2008 financial crisis to become a sought-after executive coach.Key Takeaways:· Doug Thorp's unique path from military service to executive coaching.· The im...
2024-06-0336 min
Blueprint for WealthLane Kawaoka: Author -The Wealth Elevator & Real Estate Maven 10,000+ Units & $250M ProjectsLane Kawaoka has distinguished himself in the real estate industry, known for his extensive experience and impressive portfolio. With over a decade of expertise, he manages a remarkable portfolio of more than 10,000 units. Lane is the driving force behind The Wealth Elevator, a platform dedicated to helping individuals achieve financial independence through real estate investments. @thewealthelevator.comIn addition to his real estate accomplishments, Lane is the author of The Wealth Elevator and a Licensed Professional Engineer (PE) in Civil and Industrial Engineering. His engineering background includes orchestrating capital construction projects exceeding $250 million in both public and...
2024-05-1833 min
Blueprint for WealthInterview: Dr. Otis Fulton, VP for Psychological Strategy, Turnkey for Good + Selling your company to a Non-Grantor Trust Description:Join us in this enlightening session with Dr. Otis Fulton, where he delves into the fascinating world of behavioral science and its pivotal role in marketing strategies for nonprofit peer to peer fundraising. Discover key psychological principles that can transform your approach making it more effective and engaging.In this video, Dr. Otis Fulton, an expert in behavioral science, shares his profound insights on how understanding human behavior can significantly enhance your fundraising efforts. Whether you're a nonprofit professional, a student of psychology, or simply curious about the intersection of behavior and giving, this...
2024-05-0337 min
Seeding Social GoodSocial Good Entrepreneur, An Interview by Wayne ZellIn a rare experience as the interrogatee and not the interrogator, Katrina VanHuss is interviewed by old friend and legal expert Wayne Zell, Managing Member and CEO of Zell Law, on his Blueprint for Wealth Podcast. In a wide-ranging interview, Wayne and Katrina discuss topics as varied as: Brand – nonprofit versus for-profit, what’s the same and what’s the difference? The success of the Pan Mass Challenge under CEO Jarrett Collins A comparison of volunteer-led versus staff-led initiatives CEO Paula Schneider’s re-engineering of the Susan G. Komen organization Early Race For The Cure versus early Relay For Life The...
2024-04-2529 min
Blueprint for WealthBoard of Advisors + Interview with Katrina VanHuss, Founder at Turnkey for GoodUnlock the power of nonprofit leadership with our exclusive interview featuring Katrina VanHuss, the esteemed Founder of Turnkey For Good! Don't miss this opportunity to elevate your nonprofit game! Subscribe now for more empowering content on nonprofit leadership and organizational growth. 🎥 Join us for an enlightening educational moment as we delve into the critical role of a Board of Advisors in driving organizational success.#TurnkeyForGood #KatrinaVanHuss #NonprofitLeadership #BoardOfAdvisors #EducationalMoment
2024-04-1738 min
The Executor Help PodcastThe Business Owner's Guide to Creating a Successful Succession PlanJoin David and guest Wayne Zell author of Your Multimillion Dollar Exit. Tune in as they explore the critical nuances of estate and succession planning for businesses. Drawing from Wayne Zell's wealth of experience in business succession planning, this episode provides real-life examples that underscore the importance of proactive planning to ensure a seamless transition for businesses facing unexpected events. Learn how to gain a deeper understanding of the complexities of exit planning and its far-reaching impact on businesses, families, and employees. For David...
2024-04-1730 min
Leadership - Leadership Powered by Common SenseThe Most Crucial Considerations for Small Business Wealth Transfer | Ep 279
Navigating the Waters of Business Exit Strategies: Insights from Wayne Zell As the host of “Leadership Powered by Common Sense,” I’ve had the privilege of engaging with some of the most insightful minds in the business world. In a recent episode, I sat down with Wayne Zell, a licensed attorney, CPA, and the visionary behind […]
The post The Most Crucial Considerations for Small Business Wealth Transfer | Ep 279 first appeared on Leadership Powered by Common Sense.
2024-04-0900 minBusiness coaching - Leadership Powered by Common SenseThe Most Crucial Considerations for Small Business Wealth Transfer | Ep 279
Navigating the Waters of Business Exit Strategies: Insights from Wayne Zell As the host of “Leadership Powered by Common Sense,” I’ve had the privilege of engaging with some of the most insightful minds in the business world. In a recent episode, I sat down with Wayne Zell, a licensed attorney, CPA, and the visionary behind […]
The post The Most Crucial Considerations for Small Business Wealth Transfer | Ep 279 first appeared on Leadership Powered by Common Sense.
2024-04-0900 minManagement - Leadership Powered by Common SenseThe Most Crucial Considerations for Small Business Wealth Transfer | Ep 279
Navigating the Waters of Business Exit Strategies: Insights from Wayne Zell As the host of “Leadership Powered by Common Sense,” I’ve had the privilege of engaging with some of the most insightful minds in the business world. In a recent episode, I sat down with Wayne Zell, a licensed attorney, CPA, and the visionary behind […]
The post The Most Crucial Considerations for Small Business Wealth Transfer | Ep 279 first appeared on Leadership Powered by Common Sense.
2024-04-0900 minLeadership Powered by Common SenseThe Most Crucial Considerations for Small Business Wealth Transfer | Ep 279
Navigating the Waters of Business Exit Strategies: Insights from Wayne Zell As the host of “Leadership Powered by Common Sense,” I’ve had the privilege of engaging with some of the most insightful minds in the business world. In a recent episode, I sat down with Wayne Zell, a licensed attorney, CPA, and the visionary behind […]
The post The Most Crucial Considerations for Small Business Wealth Transfer | Ep 279 first appeared on Leadership Powered by Common Sense.
2024-04-0900 minBlueprint for WealthPartnerships + Interview with Kavita Sahai, Founder at K SahaiIn this insightful interview, we delve into the expertise of Kavita Sahai, the esteemed Founder at K Sahai. Join us as we explore the world of strategic partnerships in our special Educational Moment segment.
2024-04-0339 min
The Kitchen TablePrepare Like a Business Pro with Wayne Zell EsqIn episode 60 of The Kitchen Table, Ken Baden interviews Wayne Zell, an attorney and a CPA, to discuss the importance of trust and estate planning for business owners. Wayne shares valuable insights on setting up a solid foundation for your business, including the significance of choosing the right business entity, building a management succession plan, and preparing for a successful exit strategy.Tune in to gain valuable knowledge on structuring your business for success.TIMESTAMPS[00:02:19] Trusts and Estates Explained.[00:07:39] Family Business Exit Planning Advice.[00:12:24] Setting Up Business Entities.
2024-04-0149 minBlueprint for WealthB Corporations + Interview with Kenneth Baden, President of Potomac Custom Remodeling Inc,Unlock insights with Kenneth Baden, President of Potomac Custom Remodeling Inc., as he delves into the world of home renovation and industry trends. Gain valuable knowledge on sustainable practices and business ethics with a focus on B Corporations. Join us for an enlightening discussion on the future of remodeling and corporate responsibility.
2024-03-1338 minBlueprint for WealthSole Proprietorships + Jen Dalton, Founder & CEO of BrandMirrorOn this segment of Blueprint for Wealth, Wayne Zell discusses Sole Proprietorships + Interview with Jen Dalton, Founder & CEO of BrandMirror.To learn more, visit us at zelllaw.com
2024-02-2836 min
Grow Your Business and Grow Your WealthWayne ZellHow can entrepreneurs ensure a smooth and profitable exit from their business? Host Gary Heldt sits down with guest Wayne Zell, a seasoned lawyer and CPA who shares invaluable estate and business planning insights. He highlights the critical nature of early exit planning.Wayne Zell brings over four decades of experience in tax accounting and law, focusing on estate and business planning. He stresses the importance of entrepreneurs having a comprehensive exit plan, advising on working "on" the business, not just "in" it, and the significance of assembling a professional guidance team. Zell discusses...
2024-02-1430 min
Grow Your Business and Grow Your WealthEpisode 182: Wayne ZellHow can entrepreneurs ensure a smooth and profitable exit from their business? Host Gary Heldt sits down with guest Wayne Zell, a seasoned lawyer and CPA who shares invaluable estate and business planning insights. He highlights the critical nature of early exit planning.Wayne Zell brings over four decades of experience in tax accounting and law, focusing on estate and business planning. He stresses the importance of entrepreneurs having a comprehensive exit plan, advising on working "on" the business, not just "in" it, and the significance of assembling a professional guidance team. Zell discusses...
2024-02-1430 minBlueprint for WealthWhen Should I Sell a Piece of My Company to a Non-Grantor Trust? + Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & AuthorOn this segment of Blueprint for Wealth, Wayne Zell discusses Selling a Piece of Your Company to a Non-Grantor Trust + Interview with Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & Author.To learn more, visit us at zelllaw.com
2024-02-0733 minBlueprint for WealthQualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcastOn this segment of Blueprint for Wealth, Wayne Zell discusses Qualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcast.To learn more, visit us at zelllaw.com
2024-01-1044 minBlueprint for WealthManagement Succession Plans (MSP) + Barry Labov, President & CEO of LABOVOn this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans (MSP) + Interview w/ Barry Labov, President & CEO of LABOVTo learn more, visit us at zelllaw.com
2023-12-0633 minBlueprint for WealthIRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US SenateOn this segment of Blueprint for Wealth, Wayne Zell discusses IRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US Senate To learn more, visit us at zelllaw.com
2023-11-1535 min
Entrepreneurs on FireYour Multimillion-Dollar Exit with Wayne ZellWayne Zell is an expert in business succession planning (with a unique process) who has been the architect behind hundreds of transactions that have made his clients millions. Top 3 Value Bombs 1. Success is not solely about economic wealth or a certain financial threshold. It encompasses achieving personal goals, positively impacting others, excelling in various aspects of life such as athletics, academics, or your profession, and feeling a sense of accomplishment in your heart. 2. Be realistic about your business's value. Identify deficiencies in marketing, management, processes, social responsibility, and employee satisfaction if there is...
2023-11-1427 min
Driven To Win368 | Architecting Your Multimillion-Dollar ExitIn this episode, Chaz Wolfe welcomes guest Wayne Zell to discuss the importance of estate planning and legacy for entrepreneurs. They delve into Wayne's motivation for estate planning, the significance of financial planning, and how to structure a business for success. They also explore the concept of legacy businesses, incorporating business strategies into daily life, and the need for legal advice when signing contracts. The conversation wraps up with a reflection on outsourcing and marketing strategies.
Meet Wayne M. Zell: the brain behind Blueprint for Wealth Podcast and the big boss at Zell Law & Aspire to Exit. With 30+ years...
2023-10-2449 minBlueprint for WealthPartnerships + Interview with Chris Voss-- CEO of The Chris Voss Show PodcastOn this segment of Blueprint for Wealth, Wayne Zell discusses Partnerships and interviews Chris Voss-- CEO of The Chris Voss Show Podcast To learn more, visit us at zelllaw.comTo view the video version, go to
2023-10-1245 minBlueprint for WealthLOIs + Interview with Scott Miller-- Co-Founder & CEO of YESLY WaterOn this segment of Blueprint for Wealth, Wayne Zell discusses LOIs Letters of Intent and interviews Scott Miller-- Co-Founder & CEO of YESLY WaterKen Uptain founded Essentia water in 1998. By 2017, Essentia water, fueled by a passionate following of loyal consumers, became the top selling premium bottled water brand and #1 ionized alkaline water brand in the natural foods retail channel! In early 2020, Ken appointed beverage industry veteran, Scott Miller as the company’s Chief Executive Officer to lead Essentia through its next major growth stage and brand evolution.After Ken and Scott sold Essentia to Nestle in March 2021, they reteamed to once ag...
2023-09-0632 min
High Performance CEO3 Hot Sales Tips a CEO Can Do To Drive Sales Today!
In this episode we have the pleasure of interviewing Wayne Zell on the show, and Steve is the CEO of Zell Law.
Wayne Zell has been advising clients for 37+ years on business, tax and estate issues. His clients include a wide range of entrepreneurs. He loves guiding his clients through their business formation, growth and exit strategy. He has been the architect of hundreds of transactions and made his clients millions.
His passion for helping entrepreneurs build their Business Success(ion) Plans is why he wrote a book... “Your Mult...
2023-09-0434 minBlueprint for WealthMinor's Trusts + Interview with Brandon Avergon, On this segment of Blueprint for Wealth, Wayne Zell discusses Minor's Trusts and interviews Brandon Avergon-- President, Rampart Consulting GroupBrandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) that has spent over a decade serving High Net Worth and Ultra High Net Worth Individuals and families in investment and financial planning services. Mr. Avergon’s focus is to counsel individuals, families, and family offices regarding domestic and international tax planning and wealth and risk management. He carefully integrates tax management and compliance, estate planning and investment matters, of...
2023-08-0828 minBlueprint for WealthFamily Holding Companies + Jacqui Arambula-- Co-Founder of HaulinkOn this segment of Blueprint for Wealth, Wayne Zell discusses Family Holding Companies and interviews Jacqui Arambula-- Co-Founder of Haulink"We are Truckers. Haulink is a software platform and mobile application created for haulers by haulers. We know what it’s like to have to look for work, drive, keep track of paperwork, and then get paid on time (good luck with that!). We know what it’s like for our contractors in the field to need your project completed on time, with efficiency, and under budget."To learn more, visit us at zelllaw.comTo view the video version, go to h...
2023-07-1422 minBlueprint for WealthStock Options + David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC.On this segment of Blueprint for Wealth, Wayne Zell discusses Stock Options and interviews David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC."Every member of Greenberg, Wexler & Eig understands that your insurance needs come first. We listen to your opinions and concerns. Because life insurance is complicated, we use a consultative approach to help you to develop a creative, customized solution that fits your needs. We help you through the underwriting process and then assist you in implementing. But most importantly – we will remain with you from beginning to end, checking in with you on a re...
2023-07-1437 min
Kerry Lutz's--Financial Survival NetworkYour Multi-Million Dollar Exit Plan -- Wayne Zell #5823Wayne Zell, a CPA and attorney, discussed the importance of having an exit plan in place when starting a business. He recommends creating a revocable trust to avoid probate and to maintain control of the business. He also suggests having a management succession plan in place to ensure family harmony and to benefit the community. Wayne also advises entrepreneurs to make time for their passions outside of work and to plan for the future after exiting the business. Visit Wayne at: https:/waynezell.com Visit us at: https://FinancialSurvivalNetwork.com
2023-05-3118 minFinancial Survival NetworkYour Multi-Million Dollar Exit Plan -- Wayne Zell #5823Wayne Zell, a CPA and attorney, discussed the importance of having an exit plan in place when starting a business. He recommends creating a revocable trust to avoid probate and to maintain control of the business. He also suggests having a management succession plan in place to ensure family harmony and to benefit the community. Wayne also advises entrepreneurs to make time for their passions outside of work and to plan for the future after exiting the business. Visit Wayne at: https:/waynezell.com Visit us at: https://FinancialSurvivalNetwork.com This show is part of the Spreaker Prime N...
2023-05-3118 minBlueprint for WealthAuthor Hour Podcast Your Multimillion-Dollar Exit: Wayne M. Zell, JD, CPA - Author Hour
2023-05-1634 min
Blueprint for WealthManagement Succession Plans + Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorOn this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans and interviews Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorTo learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/ofjJcGn0mPA
2023-05-1636 min
Tune In To Into A Eye-Opening Full Audiobook While Cooking.Your Multimillion-Dollar Exit: The Entrepreneur’s Business Success(ion) Planner by Wayne M. ZellPlease visithttps://thebookvoice.com/podcasts/2/audible/97121to listen full audiobooks.
Title: Your Multimillion-Dollar Exit: The Entrepreneur’s Business Success(ion) Planner
Author: Wayne M. Zell
Narrator: Wayne M. Zell
Format: mp3
Length: 10 hrs and 34 mins
Release date: 05-15-23
Ratings: 5 out of 5 stars, 3 ratings
Genres: Negotiating
Publisher's Summary:
Selling your business can be hard, but this easy-to-follow planner is designed to help entrepreneurs exit their businesses on their terms. Using real-world examples, checklists, and actionable advice, this book is about selling smart and achieving maximum value for the time and effort you’ve put into your company.
2023-05-1510h 34
Listen to Full Audiobooks in Non-Fiction, Current Affairs, Law, & PoliticsYour Multimillion-Dollar Exit: The Entrepreneur’s Business Success(ion) Planner: A Blueprint for Wealth Guide by Wayne M. ZellPlease visit https://thebookvoice.com/podcasts/1/audiobook/689921 to listen full audiobooks. Title: Your Multimillion-Dollar Exit: The Entrepreneur’s Business Success(ion) Planner: A Blueprint for Wealth Guide Author: Wayne M. Zell Narrator: Wayne M. Zell Format: Unabridged Audiobook Length: 10 hours 34 minutes Release date: May 4, 2023 Genres: Current Affairs, Law, & Politics Publisher's Summary: WINNER PenCraft Literary Award 2024 FINALIST American Legacy Book Awards 2024 ARCHITECT YOUR OWN EXIT STRATEGY… ON DAY ONE Selling your business can be hard but this easy-to-follow planner is designed to help entrepreneurs exit their businesses on their terms. Using real-world examples, checklists, and actionable advice, this book is about sell...
2023-05-0405 minBlueprint for WealthBoard of Advisors + Jim Schleckser – CEO & Founder of The CEO ProjectOn this segment of Blueprint for Wealth, Wayne Zell discusses Board of Advisors, and interviews Jim Schleckser – CEO & Founder of The CEO Project."Our CEO peer groups consist of CEOs running large enterprises with revenues ranging from $20M to over $2 billion in annual revenue. They’re humble learners who are committed to continuous improvement and legacy impact.They have control over their schedule, so they can travel and meet the requirements of membership. And they come from a broad range of companies based on size, business model, and industry. In fact, business diversity is one of the unique characteristics of our...
2023-04-1242 minBlueprint for WealthAlternative Investments + Mimi Duff – Managing Director, Senior Client Advisor at GenTrustOn this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, and interviews Mimi Duff – Managing Director, Senior Client Advisor at GenTrust."GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest inst...
2023-04-0330 minBlueprint for WealthAlternative Investments + Interview with a Founding Principal of GenTrust, Eli CohenOn this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen. "GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional in...
2023-02-1442 minBlueprint for WealthWhat You Need to Know About Selling Your Business + Interview with Serial Entrepreneur, Venture Capitalist, & Former CEO, John BurtonOn this segment of Blueprint for Wealth, Wayne Zell discusses What You Need to Know About Selling Your Business, followed by an interview with Serial Entrepreneur, Venture Capitalist, and Former CEO of Nintex and Updata Ventures, John Burton.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/-aBI_nEyqxo
2023-02-1436 minBlueprint for WealthLow Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob MargolisOn this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis. "TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been earning a reputation for diligence, dedication and service throughout the Mid-Atlantic and beyond, evidenced by countless apartment communities developed and managed to the meet the highest expectations and standards." To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be...
2023-02-1424 minBlueprint for WealthBoard of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John BeckerOn this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker. To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/jkOmJXHy7e8
2023-02-1430 minBlueprint for Wealth2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold PunaroOn this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with CEO of the Punaro Group, Major General (retired USMC) Arnold Punaro. "The Punaro Group is your trusted guide to the federal market place, offering advice, analysis and strategy backed by 40 years of unparalleled experience and proven performance, enabling you to seize opportunities and accelerate growth." To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/4ILWqTaQpRw
2023-02-1434 minBlueprint for WealthAlternative Investments + Interview with a Founding Principal of GenTrust, Eli CohenOn this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen."GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s la...
2023-02-0842 minBlueprint for WealthLow Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob MargolisOn this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis."TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been earning a reputation for diligence, dedication and service throughout the Mid-Atlantic and beyond, evidenced by countless apartment communities developed and managed to the meet the highest expectations and standards."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be...
2023-02-0824 minBlueprint for WealthBoard of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John BeckerOn this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/jkOmJXHy7e8
2023-02-0830 minBlueprint for Wealth2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold PunaroOn this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with CEO of the Punaro Group, Major General (retired USMC) Arnold Punaro."The Punaro Group is your trusted guide to the federal market place, offering advice, analysis and strategy backed by 40 years of unparalleled experience and proven performance, enabling you to seize opportunities and accelerate growth."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/4ILWqTaQpRw
2023-02-0834 minBlueprint for WealthAssembling a Team to Sell Your Business + Interview with President & CEO of Blackhorse, Mike KushinOn this segment of Blueprint for Wealth, Wayne Zell discusses assembling a team to sell your business, followed by an interview with President & CEO of Blackhorse, Mike Kushin."In 2018, BlackHorse Solutions was established out of a small business, innovative background to create a company focused on delivering premier technology and tradecraft solutions for the information environment at scale.The world around us has entered into an era of unprecedented digital transformation that is challenging the way people and organizations combat today’s predominant issues. Known as the Fourth Industrial Revolution, new and unique types of pu...
2023-02-0823 minBlueprint for WealthRepresentation & Warranties Insurance + Interview with Founder & Managing Director of KippsDeSanto & Co., Bob KippsOn this segment of Blueprint for Wealth, Wayne Zell discusses Representation & Warranties Insurance, followed by an interview with Founder & Managing Director of KippsDeSanto & Co., Bob Kipps."KippsDeSanto is an investment bank focused on delivering exceptional results for leading, growth-oriented aerospace/defense and technology companies. We leverage our creativity and industry experience to provide M&A, private financing, and strategic consulting. Our senior team has advised on over 200 transactions totaling more than $17 billion in deal value. Capitalizing on real-time industry trends and in-depth technical and strategic analysis, our solutions-driven approach is highly structured and uniquely tailored to each...
2023-02-0827 minBlueprint for WealthLike-Kind Exchanges + Interview with #1 Agent/McLean Long & Foster Office, Laurie MensingOn this segment of Blueprint for Wealth, Wayne Zell discusses Like-Kind Exchanges, followed by #1 Agent/McLean Long & Foster Office, Laurie Mensing"For decades, Long & Foster has been delivering an all-inclusive experience with our integrated services in real estate, mortgage, settlement, insurance, moving and more working together, on one team, to give our clients confidence and stability."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/RpGnKnYN1S0
2023-02-0820 minBlueprint for WealthExecutive Compensation Agreements + Interview with Serial Entrepreneur, CEO of Opus8 and Founder of CONNECTpreneur, S. Tien WongOn this segment of Blueprint for Wealth, Wayne Zell discusses Executive Compensation Agreements, followed by Serial Entrepreneur, CEO of Opus8 and Founder of CONNECTpreneur, S. Tien Wong"Opus8 is a private investment, advisory, and conference management firm located in the Washington, DC area. We provide high-level strategy and business advisory services to clients on a select basis, and organize exclusive private equity and venture capital conferences and trade missions around the world in conjunction with the U.S. government. As an investor, Opus8 seeks well-run companies in BPO, ITO, CRM, mobile, and datacenter/cloud technologies. Ideally, opportunities...
2023-02-0828 minBlueprint for WealthBoard of Advisors + Interview with Managing Partner of TM Wealth Management, Thomas SenecaOn this segment of Blueprint for Wealth, Wayne Zell discusses the Board of Advisors, followed by Managing Partner of TM Wealth Management, Thomas Seneca"T.M. Wealth Management is an independent boutique wealth management firm offering customized institutional quality products and strategies to assist our clients with their financial goals. The basis of our successful wealth management service is our consultative approach using a defined process. We have developed a Consultative Client Management process which revolves around a series of client meetings. These meetings allow us to work in partnership with our clients to develop a comprehensive...
2023-02-0834 min
Blueprint for WealthInterview with Entrepreneur & Co-Founder of BHG Finance, Bobby CastroOn this segment of Blueprint for Wealth, Wayne Zell discusses crowdfunding, followed by Entrepreneur & Co-Founder of BHG Finance, Bobby Castro."As a self-made business mogul, Bobby Castro exemplifies the transformation from entrepreneur to leader. With only a ninth-grade education, Bobby founded Bankers Healthcare Group in 2001 with an investment of just $25,000. Today, he’s reached a net worth of $300 million. Bobby knows that above all, the key to scaling a business is leadership. As the leader of his company for more than 18 years Bobby instilled in his team a positive mental attitude (PMA™), creating a workplace environment that insp...
2023-02-0841 minBlueprint for WealthSpousal Lifetime Access Trusts (SLAT) + Interview with CEO & Co-Founder of Embody, Inc., Jeff ConroyOn this segment of Blueprint for Wealth, Wayne Zell discusses Spousal Lifetime Access Trusts (SLAT), followed by CEO & Co-Founder of Embody, Inc., Jeff Conroy."Embody is a sports medicine medical device company developing regenerative implants for tendon and ligament injuries. Jeff has 30+ years of life science and medical device experience as an entrepreneur and licensing executive. As an entrepreneur, Jeff enjoys the process of creating products that address unmet market needs. Embody's early product development was funded by DARPA and the US Air Force (AFWERX) and we are the first company to receive an FDA clearance as...
2023-02-0828 minBlueprint for WealthPhantom Stock Plans + Kim Clark-Pakstys-- Managing Director, CFO Accounting & Advisory, CohnReznickOn this segment of Blueprint for Wealth, Wayne Zell discusses Phantom Stock Plans, and interviews Managing Director, CFO Accounting & Advisory at CohnReznick, JKim Clark-Pakstys."Dedicated, hands-on service, deep industry expertise, and the power of an award-winning advisory, assurance, and tax firm—that’s what clients get when they choose the CohnReznick team.With over a century’s worth of experience, nearly 4,000 global team members, and 25 locations including global subsidiaries, our firm serves clients in 30 different industries through an integrated team of advisory, assurance, and tax professionals. Our Nexia International affiliation expands our reach to more than 1...
2023-02-0834 minBlueprint for WealthQualified Small Business Stock (QSBS) + Interview with Founder of Dataprise, David EisnerOn this segment of Blueprint for Wealth, Wayne Zell discusses Qualified Small Business Stock (QSBS), followed by Founder of Dataprise, David Eisner.Since 1995, Dataprise has helped more than 5,000 organizations across the US make best use of their business technology. With a staff that consists of over 300 certified network technical consultants and support staff, we are able to move at light speed to anticipate our customers' needs which means that we have all the expertise that you’ll ever need – all under one roof. Our world-class Dataprise Xperience customer support means that we hold ourselves to the highest accoun...
2023-02-0232 minBlueprint for WealthStock Options + Interview with Co-Founder & CEO of VariQ, Ben EdsonOn this segment of Blueprint for Wealth, Wayne Zell discusses stock options, followed by Co-Founder & CEO of VariQ, Ben EdsonVariQ is a premier provider of Cybersecurity, Software Development and Cloud services to federal, state, and local government. Headquartered in Rockville, Maryland, VariQ is a multiple award-winning company that emphasizes innovation, quality, and professional excellence in the development of advanced technology systems. To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/p2qqFordHbU
2023-02-0230 minBlueprint for WealthFBAR Reporting + Interview with Managing Director & Founder of SC&H Capital, Christopher HelmrathOn this segment of Blueprint for Wealth, Wayne Zell discusses FBAR reporting, followed by Managing Director & Founder of SC&H Capital, Christopher Helmrath.SC&H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business valuations for middle-market companies nationally. SC&H Capital delivers services across numerous industries including technology, healthcare, manufacturing, business and professional services, and government contracting. We are recognized for delivering relevant market insights and tailored solutions to help owners achieve their true strategic value. To learn more, visit...
2023-02-0223 minBlueprint for WealthWays & Means Tax Bill + Interview with 1st VP of RBC Wealth Management, Jennifer Wappaus & Senior VP of RBC Wealth Management, Kris WappausOn this segment of Blueprint for Wealth, Wayne Zell discusses Ways & Means Tax Bill + Interview with 1st VP of RBC Wealth Management, Jennifer Wappaus & Senior VP of RBC Wealth Management, Kris WappausRBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By of...
2023-02-0227 minBlueprint for WealthPartnerships + Interview with Owner of Willowcroft Vineyards & Co-Founder of K2M, Lew ParkerOn this segment of Blueprint for Wealth, Wayne Zell discusses sole proprietorships, followed by the Owner of Willowcroft Vineyards & Co-Founder of K2M, Lew Parker. Lew Parker purchased Willowcroft and moved his family there in 1979. After discovering that the technology of grape growing had changed to permit high quality European varieties to be grown in Virginia, he planted the first acre in 1981. The historic red barn which pre-dates Civil War times, provided a wonderful location for a winery and Tasting Room. The first wines produced in 1984 won medals, a trend which has continued. The winery has now...
2023-02-0226 minBlueprint for WealthLLC's + Interview with Co-Founder at Noni Educational Solutions, Kai-Lee BerkeOn this segment of Blueprint for Wealth, Wayne Zell discusses sole proprietorships, followed by Co-Founder at Noni Educational Solutions, Kai-Lee Berke. Noni Educational Solutions is an education technology company that is developing support and resources for teachers and caregivers who have children in their classrooms who have been impacted by ACEs. Our mission is to support teachers across the country in providing trauma-informed, relationship-based, responsive care to young children.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/U43YiC991fE
2023-02-0229 minBlueprint for WealthPhantom Stock Plans + Interview with CEO of OODA, Inc., Matt DevostOn this segment of Blueprint for Wealth, Wayne Zell discusses phantom stock plans, followed by an interview with the CEO of OODA, Inc., Matt Devost. OODA helps clients identify, manage, and respond to global risks and uncertainties while exploring emerging opportunities and developing robust and adaptive strategies for the future.OODA is comprised of a unique team of international experts lead by co-founders Matt Devost and Bob Gourley. Matt and Bob have been collaborating for two decades on advanced technology, intelligence, and security issues. Their team is capable of providing advanced intelligence and analysis, strategy...
2023-02-0233 minBlueprint for Wealth2021 Tax Proposals + Interview with Founder & CEO of Veris Consulting, Larry JohnsonOn this segment of Blueprint for Wealth, Wayne Zell discusses 2021 tax proposals, followed by the Founder & CEO of Veris Consulting, Larry Johnson. Veris Consulting, Inc. provides highly specialized accounting, financial and survey research services.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/2EvVui2C5cs
2023-02-0231 minBlueprint for WealthSole Proprietorships + Interview with Former CFO of Telos Corporation, Michele NakazawaOn this segment of Blueprint for Wealth, Wayne Zell discusses sole proprietorships, followed by the former CFO of Telos Corporation, Michele Nakazawa. Telos Corporation offers advanced technology solutions that empower and protect the world’s most security-conscious enterprises. To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/IUzTI4oU-2w
2023-02-0227 minBlueprint for WealthPost-Retirement Planning + Interview with Retired Partner at Ernst & Young, Jon ShamesOn this segment of Blueprint for Wealth, Wayne Zell discusses Post-Retirement Planning, and interviews Retired Partner at Ernst & Young, Jon Shames."At EY, our purpose is Building a better working world. The insights and quality services we provide help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities."To learn more...
2023-02-0229 minBlueprint for WealthPrivate Equity Buyers + Interview with Co-Founder & Managing Partner at PROOF, John BackusOn this segment of Blueprint for Wealth, Wayne Zell discusses Private Equity Buyers, and interviews Co-Founder & Managing Partner at PROOF, John Backus. "We are an expansion-stage venture capital fund that invests in hypergrowth, breakout companies across the venture ecosystem. We invest in category-leading companies, growing 100% YoY that are raising highly competitive, oversubscribed financing rounds led by top-tier venture capital funds."To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/DzFvIoUAzx0
2023-02-0228 min
Wayne ZellBiggest Estate Planning Mistakes BFW121711Segment1Biggest Estate Planning Mistakes BFW121711Segment1 by Wayne Zell
2020-03-2612 min
Wayne ZellAllocating Purchase Price BFW081509seg1.MP3Allocating Purchase Price BFW081509seg1.MP3 by Wayne Zell
2020-03-2612 min2020-03-2612 minWayne ZellClosely Held Bus In Trust BFW071809seg1.MP3Closely Held Bus In Trust BFW071809seg1.MP3 by Wayne Zell
2020-03-2610 minWayne ZellFinding A Qaulified Buyer 09 11 10 Segment 1 BPFW.MP3Finding A Qaulified Buyer 09 11 10 Segment 1 BPFW.MP3 by Wayne Zell
2020-03-2612 minWayne ZellFurry Friends 10 09 10 Segment 1 BPFW.MP3Furry Friends 10 09 10 Segment 1 BPFW.MP3 by Wayne Zell
2020-03-2612 minWayne ZellProtecting Intell Prop 11 27 10 Segment 1 BPFW.MP3Protecting Intell Prop 11 27 10 Segment 1 BPFW.MP3 by Wayne Zell
2020-03-2612 min2020-03-2611 minWayne ZellSingle Member LLCs 12 18 10 Segment 1 BPFW.MP3Single Member LLCs 12 18 10 Segment 1 BPFW.MP3 by Wayne Zell
2020-03-2611 min2020-03-2612 minWayne ZellTransaction Advisors 11 13 10 Segment 1 BPFW.MP3Transaction Advisors 11 13 10 Segment 1 BPFW.MP3 by Wayne Zell
2020-03-2612 minWayne ZellThings To Do When Starting Business BFW042812Segment1Things To Do When Starting Business BFW042812Segment1 by Wayne Zell
2020-03-2612 min