Respecting Your Buy and Sell Agreement!

A Buy and Sell Agreement protects your company during a partner's exit. Learn why generic templates often fail business owners.

Business succession planning requires more than a standard template found online. If you rely on hand-me-down documents, you risk significant conflict when a trigger event occurs, such as the death or departure of a partner. This short guide outlines why personalized planning is essential to keeping your company stable and your partners protected.

We break down the specific components of a robust business exit strategy that actually stands up to legal scrutiny. By focusing on the details now, you ensure that your hard work translates into tangible assets rather than litigation or forced liquidation.

tperrone@necgginc.com

https://youtu.be/IQ8irS6jS1w

BUILDING AND PROTECTING YOUR BUSINESS WORTH

Podcast Episode Summary & Guest Brief

Episode Guest | Brian C. Traichel — Founder, My Target Client
Guest Focus | B2B Business Strategist | Brand Voice Consultant
Episode Theme | Positioning Professionals for Sales Using LinkedIn
Recording Date | Tuesday, September 22, 2026 — 9:00 AM PST (Zoom)
Format | 15–20 minutes, 3–5 core discussion areas
Host | Thomas J. Perrone, CLU, CIC

Guest Bio

Brian C. Traichel is the Founder of My Target Client, working with professionals under the banner "Positioning Professionals for Sales Using LinkedIn." He has used LinkedIn as a business development platform since 2006 and now advises clients on brand voice, relationship-based outreach, and using AI to support — not replace — genuine connection.

• Phone: 619-887-0932

• Email: briantraichel@gmail.com

• LinkedIn: linkedin.com/in/briantraichel

Discussion Questions

1. You've been on LinkedIn since 2006 — before most people even knew what it was for. What's changed the most about how it actually works for business development?

2. A lot of people think of you as “the LinkedIn guy,” but you've said you're really not. So how do you describe what you actually do?

3. What's the biggest thing business owners get wrong about LinkedIn — the thing that's actually costing them opportunities without them realizing it?

4. Everyone talks about content and posting more. You seem to disagree with that advice. What's your actual take on how much someone should be posting?

5. If someone's about to have a first call with a new connection, what should they do in the ten minutes before that call to actually walk in prepared?

6. You use AI as part of your process now. Where does that actually fit into building a real relationship with someone — doesn't that feel like it defeats the purpose?

7. How do you find the right people to reach out to in the first place? What does that actually look like day to day?

8. A lot of people are afraid to reach out to someone they haven't talked to in years, or who they feel like they “missed their shot” with. What's your advice there?

9. You talk a lot about quality over quantity — going deep instead of wide. How does someone know if they're spreading themselves too thin on this platform?

10. If someone's listening to this and wants to get serious about LinkedIn for business development, what's the first thing they should do this week?

Host Contact

Thomas J. Perrone, CLU, CIC

President & Founder, New England Consulting Group of Guilford, Inc.

Email: tperrone@necgginc.com

Phone: 203-530-6615

When Your Plans Don’t Work Together

Most business owners don’t have a planning problem—they have a coordination problem.

They may have an estate plan, business plan, insurance, key employees, an accountant, an attorney, a financial advisor, and a banker. The problem is that these pieces often weren’t designed to work together.

In this episode of Building and Protecting Your Business Worth, Tom Perrone shares what he has seen repeatedly over more than 50 years of working with business owners: the daily demands of running a business often push succession, protection, and transition planning into the future—until an unexpected event forces the issue.

The solution isn’t necessarily another advisor. It’s having someone look at the whole picture and make sure the business, estate, insurance, key-person, and transition strategies are working toward the same outcome.

We’ll explore four questions every business owner should be asking:

What happens if something happens to me?
What happens if I lose a key person?
What happens if I no longer want to run the business?
What happens if cash flow remains fragile?

Building and protecting your business worth isn’t something to put off until “next year.” Small steps today can help you grow wealth, increase company value, protect what you’ve built, and create a successful transition.

Download your Free Special Report Guide:
Growing Your Business on Purpose

https://www.allclients.com/Form3.aspx?Key=8E855B7C5649CAE229B85BC054E007C6

tperrone@necgginc.com