Dr. Evan Duke joins us to discuss strategic planning in the main fundamental areas of every day business flow.
1. Knowing where you stand is critical with solid financials that can be viewed at a moment's notice.
2. Having a baseline
3. Making sure you address Buy/Sell Agreements and other Key Person issues.
4. Exit Planning - getting your business ready for your exit long before you exit.
_____________________________________________________________________________________
Evan Duke, D.M.A., brings to the table substantial expertise coupled with the desire to help business owners successfully exit their business. With experience in a wide range of areas in business (data & analytics; budget development & controls; strategic planning; process, policy, and procedure development; operations optimization; multi channel marketing strategy development and implementation; technological analysis & improvements; event management; website management; and public speaking) Evan takes a holistic approach to ensure a business is well built and ready for a sale.
In his free time, he loves spending time with his wife and their young son. From hikes with the family to occasional indulgences with different Star Trek Movies and TV Shows (such as TNG and DS9), he also is busy training his sons to be a connoisseur of football, baseball, hockey, soccer, and basketball.
If you would like to call and discuss strategy, etc., even if you are not close to exiting, I would love to have a call to see how we can help you. For more information about the services that we offer, here is a link to the Fractional COO/VP of Operations video playlist, and here is a link to the Fractional Leadership Roundtable video playlist.
Both go into detail about the process used with each offering.
CONTACT:
[email protected], and by business phone 864-735-7613.

PODCAST INFO

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
K D Sullivan Wealth Strategies.
112 Clinton Ave.
Winslow, ME 04901
Email: [email protected]
Contact:
NY Office: 716-970-4448
ME: Office: 20-660-6637
Got questions?
Click here for a complimentary discussion or virtual meeting.
For more information on wealth strategies and other concierge services, visit: www.kdsullivanwealthstrategies.com
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.