The Business Owner Challenge

Rob Wellendorf and Brady Marlow

The Business Owner Challenge

This is The Business Owner Challenge with Brady Marlow of EXECSO. As a business owner you have unique financial challenges, especially when it comes to transitioning your company either internally or externally. In this podcast we address income planning for complex situations, leadership and ownership transitions, succession planning, exit strategies, generational wealth and more. And now, with a combined three decades of experience as both business owners and financial planners, here are your hosts, Certified Exit Planner Brady Marlow and Accredited Estate Planner Rob Wellendorf to help you navigate those challenging financial and emotional decisions!

  • Episode 12 - The Power of the Process

    October 12, 2019

    Episode 12 - The Power of the Process

  • Episode 11 - Tired of Strategic Planning? Special Guest: Jeff Shannon

    October 5, 2019

    Episode 11 - Tired of Strategic Planning? Special Guest: Jeff Shannon

  • Episode 10 - Shareholder Agreements

    August 31, 2019

    Episode 10 - Shareholder Agreements

  • Episode 9 - Real Estate Attorney Andy Simpson

    August 24, 2019

    Episode 9 - Real Estate Attorney Andy Simpson

  • Episode 8 - What Can You Do Today?

    August 10, 2019

    Episode 8 - What Can You Do Today?

  • Episode 7 - The Sale

    August 3, 2019

    Episode 7 - The Sale

  • Episode 6- Documenting Your Sales Process with Jill Slupe

    July 27, 2019

    Episode 6- Documenting Your Sales Process with Jill Slupe

  • Episode 5 - Someone Wants To Buy Your Business, Now What

    July 20, 2019

    Episode 5 - Someone Wants To Buy Your Business, Now What

  • Episode 4 -Family Business Transition- A Case Study

    July 13, 2019

    Episode 4 -Family Business Transition- A Case Study

  • Episode 3 - The Future of Your Business and the Timing of Your Exit

    July 6, 2019

    Episode 3 - The Future of Your Business and the Timing of Your Exit

  • Episode 2 - Do I Sell My Business Internally or Externally?

    June 29, 2019

    Episode 2 - Do I Sell My Business Internally or Externally?

  • Episode 1 - How We Can Help You Transition From Your Business to Retirement

    June 15, 2019

    Episode 1 - How We Can Help You Transition From Your Business to Retirement

  • ✋ Yay! You have heard it all

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