Joe Seetoo's guest appearances

Joe Seetoo

Exit Coach Radio

Build Value By Choice

Tom Gledhill

Brian Johnson

Roger Firestien

Adam Grant

Dan Miller

Todd Palmer

Sean Adams

Bob Thurman

Tom Schwab

Lee Goldberg

John Lee Dumas

Kathy Fettke

Chris Hill

Steven Masley

Ryan Smith

OwlTail

Joe Seetoo is Senior Vice President, Partner &amp; Wealth Advisor at Morton Wealth. He joins Nana this week on Build Value By Choice to give his advice on how you can effectively plan for the succession of your business. Also find out his thoughts on internal transition versus generation transition, how to assess your strengths and weaknesses, and why it is important to find your North Star.    KEY TAKEAWAYS  Is your business a lifestyle business or one with more transferable value that outgrows you as an individual. Making sure that you are not entangled in your business will help you when it comes to exiting. As a leader you should be building the company from the outside, planning and putting people in the right place. If you are the one doing all the things, your business loses value when you leave.  When you’re planning your exit, you need to consider the potential ramifications on existing management if you are looking to go with internal transition or a generational transition to your children.  If you can optimize the 8 essential parts of the business, then you will find that your business as a whole is now running optimally. If you’re at this stage exit planning is easy because investors will see you as a very attractive prospect.  Get a clear idea on what your North Star is. If you don’t know where you’re going then you’re going to go down the wrong path.  Assess your strengths and weaknesses on a personal level. Do you know your cash flow situation? The more you know then the easier you can make a plan that covers for all eventualities.     BEST MOMENTS ‘I want to improve the quality of my own life, the clients, my families, the country’  ‘When we help them succeed we help our community succeed’  ‘Get educated, don’t be intimidated’   EPISODE RESOURCES  Leave a comment or question on the Build Value By Choice Facebook community page Get more resources on infhorizons.com/podcastKnow Your Current Valuation: https://bit.ly/get-free-valuationJoe on LinkedInCall Joe on - 818 591 6219Subscribe to The Ripcord Moment podcastemail Joe on JSeetoo@mortonwealth.commortonwealth.comDon’t forget to subscribe to the podcast and share it.   PODCAST DESCRIPTION Hosted by Nana Bonsu of Infinite Horizons, this show aims to serve small business owners who want to grow their businesses while reducing their own personal involvement. We do this through a combination of interviews with industry leaders, and host presentations. We are certified value builder advisors and leverage a statistically proven methodology to help clients such as you scale or transition their business to the next chapter.  We care for our listeners and see their dreams as our own. We aim to foster a community that embraces freedom, generosity, and integrity. This is a show by entrepreneurs and business owners for entrepreneurs and business owners.    ABOUT THE HOST Nana Bonsu: “I am an entrepreneur and ex-Corporate Executive who's applying his experience and knowledge from working in various ways to pursue my passion of helping small business owners increase their choices in life by leveraging my knowledge and experience, their employees, systems and money. I help small business owners transform their business and increase value through action-oriented education and implementation of strategies and tactics to make their business sellable even if they are not planning on selling. Known for establishing an environment for personal growth and development. My multicultural background equips me with the intuitive understanding of different cultures and how they impact business owners.” infhorizons.comInfinate Horizons on FacebookFollow Nana on Instagramnbonsu@infhorizons.comNana on LinkedInfacebook.com/nmbonsuInfinite Horizons, Inc. on LinkedIn(c) 2021, Build Value By Choice: https://infhorizons.com/See omnystudio.com/listener for privacy information.

Joe Seetoo is Senior Vice President, Partner &amp; Wealth Advisor at Morton Wealth. He joins Nana this week on Build Value By Choice to give his advice on how you can effectively plan for the succession of your business. Also find out his thoughts on internal transition versus generation transition, how to assess your strengths and weaknesses, and why it is important to find your North Star.  KEY TAKEAWAYS <ul> <li>Is your business a lifestyle business or one with more transferable value that outgrows you as an individual. Making sure that you are not entangled in your business will help you when it comes to exiting. As a leader you should be building the company from the outside, planning and putting people in the right place. If you are the one doing all the things, your business loses value when you leave. </li> <li>When you’re planning your exit, you need to consider the potential ramifications on existing management if you are looking to go with internal transition or a generational transition to your children. </li> <li>If you can optimize the 8 essential parts of the business, then you will find that your business as a whole is now running optimally. If you’re at this stage exit planning is easy because investors will see you as a very attractive prospect. </li> <li>Get a clear idea on what your North Star is. If you don’t know where you’re going then you’re going to go down the wrong path. </li> <li>Assess your strengths and weaknesses on a personal level. Do you know your cash flow situation? The more you know then the easier you can make a plan that covers for all eventualities. </li> </ul> BEST MOMENTS ‘I want to improve the quality of my own life, the clients, my families, the country’  ‘When we help them succeed we help our community succeed’  ‘Get educated, don’t be intimidated’ EPISODE RESOURCES  Leave a comment or question on the <a href="https://www.facebook.com/infinityhorizonsinc" rel="nofollow" target="_blank">Build Value By Choice Facebook community page</a> Get more resources on <a href="https://infhorizons.com/podcast" rel="nofollow" target="_blank">infhorizons.com/podcast</a> Know Your Current Valuation: <a href="https://bit.ly/get-free-valuation" rel="nofollow" target="_blank">https://bit.ly/get-free-valuation</a> <a href="https://www.linkedin.com/in/jseetoo/" rel="nofollow" target="_blank">Joe on LinkedIn</a> Call Joe on - 818 591 6219 Subscribe to The Ripcord Moment podcast email Joe on <a href="mailto:JSeetoo@mortonwealth.com">JSeetoo@mortonwealth.com</a> <a href="https://www.mortonwealth.com/" rel="nofollow" target="_blank">mortonwealth.com</a> Don’t forget to subscribe to the podcast and share it. PODCAST DESCRIPTION Hosted by Nana Bonsu of <a href="https://infhorizons.com/" rel="nofollow" target="_blank">Infinite Horizons</a>, this show aims to serve small business owners who want to grow their businesses while reducing their own personal involvement. We do this through a combination of interviews with industry leaders, and host presentations. We are certified value builder advisors and leverage a statistically proven methodology to help clients such as you scale or transition their business to the next chapter.  We care for our listeners and see their dreams as our own. We aim to foster a community that embraces freedom, generosity, and integrity. This is a show by entrepreneurs and business owners for entrepreneurs and business owners.  ABOUT THE HOST Nana Bonsu: “I am an entrepreneur and ex-Corporate Executive who's applying his experience and knowledge from working in various ways to pursue my passion of helping small business owners increase their choices in life by leveraging my knowledge and experience, their employees, systems and money. I help small business owners transform their business and increase value through action-oriented education and implementation of strategies and tactics to make their business sellable even if they are not planning on selling. Known for establishing an environment for personal growth and development. My multicultural background equips me with the intuitive understanding of different cultures and how they impact business owners.” <a href="https://infhorizons.com/" rel="nofollow" target="_blank">infhorizons.com</a> <a href="https://www.facebook.com/infinityhorizonsinc" rel="nofollow" target="_blank">Infinate Horizons on Facebook</a> <a href="https://www.instagram.com/nbonsu1/" rel="nofollow" target="_blank">Follow Nana on Instagram</a> <a href="mailto:nbonsu@infhorizons.com">nbonsu@infhorizons.com</a> <a href="https://www.linkedin.com/in/nanabonsu1/" rel="nofollow" target="_blank">Nana on LinkedIn</a> <a href="https://www.facebook.com/nmbonsu" rel="nofollow" target="_blank">facebook.com/nmbonsu</a> <a href="https://www.linkedin.com/company/74310405/" rel="nofollow" target="_blank">Infinite Horizons, Inc. on LinkedIn</a><a href="https://infhorizons.com/" rel="payment nofollow" target="_blank">(c) 2021, Build Value By Choice: https://infhorizons.com/</a>See <a href="https://omnystudio.com/listener" rel="nofollow" target="_blank">omnystudio.com/listener</a> for privacy information.

Optimize 8 Essential Parts of a Business - Succession Planning With Joe Seetoo

Mr. Seetoo is a Partner and Vice President with Morton Capital Management - a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth families.   Questions Answered:    1. Why is it important for business owners to do financial planning prior to selling their business? 2. Your firm has a niche in identifying alternative investment strategies - why is that? 3. How can business owners (or any investor) generate sufficient income in Zero interest rate environment after they sell their businesses?   Contact Info:   Website: www.mortoncapital.com Email: jseetoo@mortoncapital.com  

Mr. Seetoo is a Partner and Vice President with Morton Capital Management - a Registered Investment Advisor managing about $1.6 bn in assets under management as of June 30, 2016. As a Certified Financial Planner and Chartered Financial Analyst, Mr. Seetoo has 17 years of experience in developing investment strategies for affluent business owners and high net worth families.  Questions Answered:  1. Why is it important for business owners to do financial planning prior to selling their business? 2. Your firm has a niche in identifying alternative investment strategies - why is that? 3. How can business owners (or any investor) generate sufficient income in Zero interest rate environment after they sell their businesses? Contact Info:  Website: <a href="http://www.mortoncapital.com" rel="nofollow" target="_blank">www.mortoncapital.com</a> Email: <a href="mailto:jseetoo@mortoncapital.com">jseetoo@mortoncapital.com</a>

Joe Seetoo - The Realities of Selling your Business in a Zero Interest Rate Environment

With us once again is Joe Seetoo, Senior Vice President and Principal of Morton Capital Management. He has an extensive background as a chartered financial analyst, certified financial planner, and certified exit planning advisor, and works to create financial roadmaps that help his clients get the most life out of their wealth. Joe believes that a sustainable exit plan requires collaboration between all of a business owner's trusted advisors, which goes well beyond just focusing on investments or any individual area. In order to get a client where they hope to go, Joe knows he can’t be working in a vacuum and creates integrated plans tailored to each client’s goals.  In his interview, Joe emphasizes the necessity of business owners taking the time to educate themselves, and to not underestimate the exit planning process. He sheds light on the differences between a business that generates income, and a business that is valuable to buyers. If your business can’t be conducted without you, it is time to take steps to create systems that allow it to work without you, which in turn create value. Joe also shares insight on alternative investment strategies and focusing on elements you can control now in order to ramp up your valuation. Now is the time to scrutinize your bottom line and prepare yourself for the future, listen to Joe’s expertise for integrated, practical, and sustainable exit planning strategies.  1-Minute Sections: 5:10-6:19: Understanding clients more deeply and completely, then connecting dots to get to their goals.  6:59-8:01: Alternative investment strategies to benefit individuals more broadly and securely. 11:18-12:25: Identifying what we can and cannot control in exit planning - building value during Covid. 17:05-18:00: Our economy depends on proper exit planning - trillions may be at stake in the near future and well-informed succession and wealth transfer is crucial. 19:50-20:49: Don’t underestimate this process, take the time to educate yourself and create a proper team for successful succession.

With us once again is Joe Seetoo, Senior Vice President and Principal of Morton Capital Management. He has an extensive background as a chartered financial analyst, certified financial planner, and certified exit planning advisor, and works to create financial roadmaps that help his clients get the most life out of their wealth. Joe believes that a sustainable exit plan requires collaboration between all of a business owner's trusted advisors, which goes well beyond just focusing on investments or any individual area. In order to get a client where they hope to go, Joe knows he can’t be working in a vacuum and creates integrated plans tailored to each client’s goals.  In his interview, Joe emphasizes the necessity of business owners taking the time to educate themselves, and to not underestimate the exit planning process. He sheds light on the differences between a business that generates income, and a business that is valuable to buyers. If your business can’t be conducted without you, it is time to take steps to create systems that allow it to work without you, which in turn create value. Joe also shares insight on alternative investment strategies and focusing on elements you can control now in order to ramp up your valuation. Now is the time to scrutinize your bottom line and prepare yourself for the future, listen to Joe’s expertise for integrated, practical, and sustainable exit planning strategies.  1-Minute Sections:  <ul><li>5:10-6:19: Understanding clients more deeply and completely, then connecting dots to get to their goals. </li> <li>6:59-8:01: Alternative investment strategies to benefit individuals more broadly and securely.</li> <li>11:18-12:25: Identifying what we can and cannot control in exit planning - building value during Covid.</li> <li>17:05-18:00: Our economy depends on proper exit planning - trillions may be at stake in the near future and well-informed succession and wealth transfer is crucial.</li> <li>19:50-20:49: Don’t underestimate this process, take the time to educate yourself and create a proper team for successful succession.</li></ul>