CONTINUED
BUSINESS
SUCCESS
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AVOID THE 24 "TRAIN WRECKS"
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"FOURTH
QUARTER"
PLANNING
Your "Fourth Quarter" Planning
Ideally, a business owner's future personal "Fourth Quarter" will occur on your terms and timetable. However, sometimes foreseeable (but ignored) events and unforeseen events (such as unexpected death or disability or the loss of key employees or a Business Model that is faltering) will frustrate your best laid plans.
This is why we deploy what we call "Fourth Quarter" Planning. "Fourth Quarter" Planning is a mindshift which Family Business Leaders have been asking us to design and put into place with them. It is a belief in the need to "begin with the end in mind" if you really intend to be and stay successful. In other words, you must think in terms of your personal "Fourth Quarter First" (and don't wait for the "Two Minute Warning" or Overtime.
This addresses both your planning, foreseeable growth and future exit, as well as back up plans in case of an unexpected owner, partner or key employee death, disability, departure, dispute, divorce or business downturn.
It is more than just succession, estate and exit planning. It is the deliberate, adaptable and customized process for working with you and your family and colleagues to continue to profitably build your business.
And to do this while at the same time working towards a successful future transition and eventual exit from your company. This is accomplished while also addressing how to protect what you're building and how to take control of your legacy.
Many Family Business Leaders have heard us say that our job is to "look into the future" with you. And then work together collaboratively - with your Trusted Advisor Team - on what is needed to avoid foreseeable pitfalls and to achieve the incredible results you want.
This is the essence of "Fourth Quarter" Planning. To look ahead. To see it coming. To avoid Train Wrecks. To timely deploy what's needed to keep the promises you've made to yourself, your family, your colleagues, your stakeholders, your customers and your communities.
A Better Outcome For You, Your Family and Your Team
Our Fourth Quarter Plan Program is built around 4 Powerful Playbooks. Business owners have to make many decisions to stay successful. This program has 24 "Main Plays" that you can deploy to stay successful for the whole game.
The Fourth Quarter Game Plan™ Program has been designed based on input and ideas from the following Business Sectors and Professional Firms who have engaged us to work with them.
Business Sectors
Manufacturing, Business Services, Food & Beverage, Construction, Health Care, Agribusiness, Farm & Ranch, Real Estate, Distribution, Financial Services, Retail, Human Resources, Energy, Transportation, Franchise, Security, Consumer Services, Personal Services, Product Development, Technology Licensing, Leasing, Management and Education.
Professional Firms
CPAs, Financial Planners, Insurance Advisors, Business Consultants, Investment Advisors, Environmental Specialists, Engineers, Architects, Physicians, IT Professionals and Real Estate Developers.
Some of the many Business Leaders who have provided Nick with the insights that resulted in the Fourth Quarter Game Plan Program are shown below:
Berny Dohrmann
Founder and Chairman, CEO Space International, the world's largest and most successful network for CEOs, Entrepreneurs and visionary investors with over 70,000 members in 144 countries.
Greg S. Reid
Founder & CEO of Secret Knock, ranked by Inc. Magazine as the #1 "Can't Miss" Business Program in the Country.
Kevin Harrington
Inventor of the Infomercial, Original Shark on ABC's Shark Tank and "As Seen on TV" Pioneer
Gerry Foster
Founder, Big Brand Formula. Known worldwide as "The Brand Master." Former Proctor & Gamble branding expert.
Daniel Ruke
Founder of blink, which has helped launch hundreds of brands, products and companies.
Charles Van Kessler
Founder & CEO of
Passion 4 Life Liquid Vitamins. Holocaust survivor.
Founder of Passion 4 K.I.D.S. Charity.
Brian Smith
Australian Entrepreneur and
Founder, UGG Boots
James Malinchak
Founder, JMI International, Featured
on ABC's Hit TV Show
"Secret Millionaire"
Dina Dwyer-Owens
Co-Chair of the Dwyer Group,
Featured in CBS's Emmy-winning hit reality show "Undercover Boss"
Joe Theismann
NFL World Champion Quarterback,
NFL Football TV Commentator,
Business Entrepreneur
David Houle
Renowned Global Futurist. Author of The Shift Age.
Scott Duffy
Founder of Smart Charter, which he sold to Richard Branson's Virgin Group. Special Project Editor of Launch@Inc.com, Best -Selling Author of Launch!, a Roadmap For Building Great Companies
Dean Cardinale
Founder of World Wide Trekking. Avid mountain climber and guide. Founder of Human Outreach Project
Cavaliere "Sir" Bruno Serato
Owner of Anaheim White Horse Italian Restaurant. Named a Top 10 Hero by CNN for his work as Founder of Caterina's Club, which has served 1 million free meals to underpriviledged children
Dr. Duc Vuong
Director of Bariatrics, Lovelace Health System. Empowerment Leader for the Beriatric patient
Evan Money
Bestselling author, Global Entrepreneur and Executive Producer of the groundbreaking film "Words of Art" starring Zig Zigler and Darren Hardy
Garth Watrous
The head of American Hat Makers, makers of exceptional artisan hats
Steve Sims
Founder of Bluefish, an exclusive luxory concierge service that provides unique, once-in-a-lifetime experiences
Com Mirza
Runs the 45,000 member Dream Chasing Family community. Has launched over 3 dozen companies around the world. Host of the entrepreneur Billion Dollar Mastermind in Dubai
Josh Reynolds
Inventor of the Mood Ring and Thighmaster. R.J. Reynolds Tobacco Company heir
Dave Farrow
Founder and President of Wizardtech, Inc., Creator of the Farrow Memory Method. Two Time Guinness World Record Holder for Greatest Memory. Freatured on Dr. Oz, Live With Regis and Kelly and Esquire Magazine
David Corbin
Inventor of the touch screen patient interview system. Awarded the International Enterprise of the Year for Innovation. Host and Star of the movie "Pass It On" with his colleagues Mark Victor Hasen, Brian Tracy and Les Brown. Featued in the Napoleon Hill Foundation's movie, "Three Feet From Gold."
Clarissa Burt
Producer Designer for QVC Italy. Internationally renowned supermodel, entrepreneur, television/video producer and award-winning actress. Founder and CEO of Clarissa International Motivational Media for Women
Maria Kang
Founder and President of Fitness Without Borders Charity. Creator of "The No More Excuses Diet". Featured on Good Morning America, Today Show, Dr. Oz, Inside Edition, Fox and Friends and CNN
John Brown
Founder and CEO of Business Enterprise Institute
Sharon Lechter
Co-Author of the international bestseller "Rich Dad Poor Dad". Bestselling author of "Think and Grow Rich - Three Feet From Gold", written in cooperation with the Napoleon Hill Foundation
Michael Houlihan
Co-Founder of Barefoot Wine, the world's largest wine brand, now owned by E & J Gallo
Aaron Scott Young
CEO of Laughlin Associates, Creator of "The Unshackled Owner"
Matt Elledge
U.S. Army Colonel. Founder of the "Heroes Corporate Fellowship Academy" and the "Shifting Gears" programs, for transitioning military to private sector jobs
John C. Maxwell
Ranked as the world's most influential leadership expert by Business Insider and Inc. Magazine. #1 New York Times Best-Selling Author. Mother Teresa Prize for Global Peace and Leadership.
Ed Bogle
Founder of IdeationEdge
Senior Faculty of CEO Space International
Kevin Eastman
Vice President
Basketball Operations
LA Clippers
Erin Saxton
Founder of elevenCommunications. Founder and President of Idea Network. Led medial strategy for "Chicken Soup For The Soul" series. Four time Emmy-nominated producer of The View, Barbara Walters Specials and Good Morning America.
Frank Schankwitz
Founder, Make-A-Wish
Foundation
Dave Anderson
Founder, "Famous Dave's
BBQ" Restaurants
Gene Landrum
Co-Creator and Founder of
Chuck E. Cheese
Ron Klein
Inventor of the Credit Card Magnetic Strip and the Bond Quotation System for the New York Stock Exchange
Dr. Gladys Taylor McGarey
Mother of Holistic Medicine
Dr. Sudip Bose
Iraq War Bronze Star recipient,
"CNN Hero", the ER Physician who
treated the captured Saddam Hussein
Bob Arno
Criminologist and
National Geographic
"Pickpocket King"
Ross Halleck
Pioneer in the World Wide Web. Launched Netscape website. Founder of Silicon Valley creative service firm, Halleck, Inc.
Dan Fleyshman
Founder of Who's Your Daddy, Inc., making him the youngest founder of a publicly traded company in history.
David Freeman
Founder of Beyond Structure, Script development teacher to Pixar, Disney and BBC Executives
John Mumphrey
Co-Author of the national bestseller "Footsteps of the Fearless-Future Proof Your Life"
Michele Seiler-Tucker
Author of "Sell Your Buiness For More Than It's Worth"
Sherry Watson
Coma survivor, one of the chief architects of the Americans with Disabilities Act, Co-Founder & CEO of The Power Of Purpose, a national leader in developing best-of-breed nonprofit corporations
Mary Sarain
Founder and CEO of Pure Cupcakes. Winner of Food Network's 2013 "Cupcake Wars"
James Pham
Founder / CEO of Enligh Tea Holdings. National Best Selling Co-Author of "Initiative"
Steve Seroka
USAF Colonel, 30 year fighter pilot. Chief of Staff/Nellis AFB. Iraq war veteran
Garrett Gunderson
Founder and Chief Wealth Architect of the Wealth Factory and New York Times bestselling author of "Killing Sacred Cows: Overcoming The Financial Myths That Are Destroying Your Prosperity"
Gene McNaughton
President of Elite Concepts Business Growth Consulting. Previously the leader of Tony Robbins' Global Salesforce
Ruben Gonzalez
Argentine Olympic Luger who holds the record for being the first athlete to participate in four different Winter Olympics in four different decades
Rob Angel
Inventor of the popular word guessing game, Pictionary
Jonah White
Founder of the Billy Bob Teeth Company, which has manufactured over 20 million Billy Bob Teeth sold in over 185 countries.
Nick Halik
Author of "The Thrillionaire". Founder and CEO of Financial Freedom Institute and Money Masters. Has led expeditions to Antartica, Africa and the Amazon with his Adventure Odyssey company.
Bonnie Harvey
Co-Founder of Barefoot Wine, the world's largest wine brand, now owned by E & J Gallo
Jerry Mathers
The Beaver in the popular "Leave It To Beaver" television show. A leading advocate for living with and dealing with Type 2 Diabetes
