RGC Worthy Podcasts

Michael Agresti, a partner with Marsh Schaaf law firm, provides insights for business owners and professionals on how to best use legal services to protect their companies and their assets. Michael gives examples of business cases from his 22 years of experience that may help you as a business owner or executive to head off liability, risk and litigation. Some of Michael's insights include proper use of contracts, documentation strategies for protection and how to protect your intellectual property. These and more topics are discussed as the Confidence series explores how to grow the worth of your business by looking beyond profit and loss at more internal functions of a business including using a tune up of your company's legal standing in order to protect your assets.

0:00 Introduction to Show

1:00 Intro to Michael Agresti and Outside General Counsel

4:15 Use the Contract Your Lawyer Creates and Reference it Frequently

6:21 The Challenges of Verbal Contracts

8:05 Modern Additions to Contracts

9:32 The Annual Legal Check Up

13:30 Employment Contracts

16:52 Intellectual Property and Patents

23:10 Outsourcing Vs. Risk

25:17 Decreasing Daily Risk of a Business

27:16 Slip and Fall Documentation

31:57 Annual Training

33:10 LLC Vs. Personal Liability 

39:29 Review and Wrap Up

Michael's email: magresti@marshlaw.com, phone: (814) 456-5301

RGC Worthy Podcasts: Perspective Series: Ron Vinyard, a LPL Financial Advisor with Legacy Financial Consulting Services, describes his extensive military service and how it has given him a unique perspective and a tremendous set of skills to utilize with his clients. You'll hear Dr. Lisa Miller and Ron discuss risk mitigation, strategic planning, relationship building, and trust as they relate to both being in command in the military and helping people through devising a financial strategy for their family. Explore the parallels and strengths of his careers and how they complement each other tremendously. Thanks to Ron for his service in the Army for 14 years! 

This installment in the Confidence Series of the RGC Worthy Podcasts looks at increasing the Worth of a business through the lens of Wealth Management. Christopher Swink is a Senior Director with BNY Wealth Management and is a Certified Exit Planning Advisor (CEPA) in Tampa, Florida. We discuss his experience leading business owners and their families through the important, and often overlooked, wealth planning step of the M&A process and how to be better prepared for this life changing event. Christopher discusses his focus on pre-transaction planning, and post-sale lifestyle needs, the importance of the family as a stakeholder and the importance of experienced and collaborative advisors in order to maximize the selling price. Whether you are considering a sale, or are in the process of selling your company, this episode is an important step in your preparation and success in selling your business.

Christopher Swink email: christopher.swink@bnymellon.com

Emery Ellinger founded Aberdeen Advisors as a resource for those selling their businesses so that they can have a successful sale of their business and have the highest possible sale price. Emery and Aberdeen Advisors have represented sellers such as Florida's TradeWinds Resort and former Heisman runner up Casey Weldon. Dr. Lisa Miller of RGC and Emery discuss the factors that Aberdeen Advisors take into consideration when setting the valuation of a business that they represent in a sale. Aberdeen's long history of high sale values and successful sales becomes your guide for preparing to enter the market. Dr. Miller discusses how refining business operations and developing management teams allows RGC to help you grow your confidence in your business valuation. This podcast is a great look across all of the factors that go into valuation and is the perfect entry into the ways to start preparing now, as a business owner, should you plan to sell your business anywhere from 2-10 years out. A must-listen for those business owners who realize that "retiring someday" is fast approaching.