Live Workshops for Business Owners

Hire Bill Black to speak at your Conference

The "Get SET" Business Workshop
(Succession, Exit & Transition)

"Less than 1/3 of businesses have a Succession plan."
"Most don't think about Succession and Exit until they are 65."
"Succession planning is one of the most critical planning needs of Small Business."

About The Workshop
America’s Baby Boomers are getting ready to retire. But for an alarmingly high number of business owners, getting out of their business is going to be more difficult than starting it.

Get SET is an interactive presentation that will help members to become well-planned for their business succession, exit & transition. It is available as a 3 hour workshop. Subject matter includes:

planning for Management Succession;
creating a written Disaster Plan;
exercises to increase sale value and ease of business transfer;
strategies to retain key employees, and
understanding the Exit Planning process & completing an Exit plan outline.

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Value to Members: Members will:
find out their SET score and receive a personalized Value Builder Report
find out how their current planning measures up to the latest strategies;
discover strategies and techniques to protect their business and family;
receive a Risk Profile planning guide; and
get a complimentary consultation to discuss areas of concern in a private setting.

Biography: Bill Black is:
a Certified Exit Planner who has been helping business owners plan for 30+ years. 
A Member of Vistage Worldwide Group TA1244,
the Host & Founder of The Exit Coach Radio Show, heard weekly on KLAA AM830 in LA
the author of “100 Words from 100 Advisors on Exit Planning for Business Owners

Audio/Visual: Flip chart and pens or dry erase board; screen & projector;

Scheduling Information

Contact Julie Tabizon at (866) 370-3774 or


Succession & Exit Strategies - Control Your Future

Presented by: Bill Black, Certified Exit Planner, Exit & Retirement Strategies, Inc., Vistage Member

Someday you will exit your business – voluntarily or otherwise. Bill Black, a Certified Exit Planner and Host of the Exit Coach Radio Show, will share the common wisdom of over 1,000 Advisor interviews. In this interactive, information-packed workshop participants will learn:

·         8 Value Building factors that make your business more sustainable and transferable

·         A 7 Step Exit planning process Road Map

·         How to get the most from your Advisor Team and keep their costs down

·         5 Assessments that get you more control over your business and your future



Friend or Foe? – Retaining & Rewarding Key Employees

Presented by: Bill Black, Certified Exit Planner, Exit & Retirement Strategies, Inc., Vistage Member

Key Employees are the lifeblood of a business. If they are lured away by a competitor at the wrong time it can be a disaster for an Owner. Bill Black, a Certified Exit Planner and Host of the Exit Coach Radio Show, will share top strategies to Recruit, Retain & Reward Key Employees. In this information-packed workshop participants will learn:

·         How to get Key Employees to think like Owners

·         3 Key Employee Strategies that work – and 1 common strategy that does not work

·         The 3 critical steps before you introduce a new plan to Key Employees

·         Locking in Key Employees without locking out possible buyers


Business Continuity – 5 Steps to Protect Your Family

Presented by: Bill Black, Certified Exit Planner, Exit & Retirement Strategies, Inc., Vistage Member

When an owner dies suddenly the impact can be dramatic and immediate to their family. Bill Black, a Certified Exit Planner and Host of the Exit Coach Radio Show, will share a real life business tragedy, discuss what happened, and 5 important steps to prevent families from being victims of poor planning. Participants will learn:

·         The 5 documents that should be in every Owner’s Vault

·         How1 hour and a  2 page document can save a year of agony if a disaster happens

·         How to ensure that your spouse gets bought out – immediately – for cash

·         The 1 hour per week planning process that makes your business more sustainable




Previous & Upcoming Engagements include:



  • Contractors in Collaboration, Riverside, CA

  • Vistage WORLDWIDE CEO Groups (Multiple)

  • Provisors (Multiple)

  • Lake Forest Business Development Council

  • Insurance Underwriters of Orange County

  • Business Owner Advisory Team, Santa Ana, CA

  • National Financial Partners, Private Business Group, Orlando, FL

  • Orange County Bar Association, Newport Beach, CA

  • Business Enterprise Institute, Denver, CO

  • SCORE Orange County

  • Institute of Influential Community Services

  • Convene CEO Groups, So. California

  • ExecSense CEO Groups, NYC, NY

  • AICPA National Conference, San Diego, CA

  • We Mean Business Forum, Denver CO

  • Allied Advisors, Butte, MT

  • NAIFA, San Diego, CA

  • Newport Harbor Chamber of Commerce

  • Rotary & Kiwanis Groups (numerous)

Comments and Testimonials:

“Very impressive and specific and scared the crap out of me (in a good way)!”

“Excellent presentation, gave me a lot to think about, really informative.”

“I attended 2 other seminars on this topic. Yours is the best!”

“Really good presentation. Valuable content.”

“A lot of information that a small business would not have easy access to.”

"Your presentation was the HIT of the entire conference. We have been wanting to address this topic for some time and you delivered exactly the message and strategies they wanted to hear." Tow Drivers Assn. of America

"My Business Owner members got a lot of value from the interactive discussions. Thanks for involving them early in the presentation. They scored it a 10." Beth Adkisson, Vistage Worldwide

"You delivered the message that they needed to hear in a way that they all understood. We couldn't have asked for more." SCORE Chapter 114, Newport Beach

Exit Coach Radio Show, LLC | Contact: Julie Tabizon | Phone (866) 370-3774 | Email: