Holding Bankers to Account / Planning to Exit Your Business


Was the banking and financial crisis of 2007-2008 a one-time event? Are adequate regulations in place to protect the economy from similar crisis? Jordan Goodman talks with author and international financial regulatory expert Dr Oonagh McDonald about her insights and recommendations for the security of the financial services industry and holding bankers accountable. Jordan talks with Ashley Micciche in the second half of the program about how business owners should plan to exit their businesses with financial security. Micciche and Goodman talk about tangible steps business owners should implement to increase business value, a timeline for exit planning, how to cope with family dynamics, and what to expect throughout the exit planning process.

Bio - Guest #1:Oonagh McDonald is an international financial regulatory expert, author, former member of Parliament and international advisor on financial regulatory matters. Dr McDonald a CBE (Commander of the British Empire, an honor awarded by the Queen on the advice of an independent Commission) for services to financial regulation and business in 1988. In the early 2000's Dr. McDonald began taking more of an interest in the United States and the global financial crisis. As a result, she authored two books and several papers on the subject. Her insights and observations are helping regulators and the general public understand and fight financial crime. McDonald’s most recent book, ‘Holding Bankers To Account: A Decade of Market Manipulation, Regulatory Failures and Regulatory Reforms’ was published April 1, 2019.

URL #1: http://www.oonaghmcdonald.com/


Bio - Guest #2:Ashley Micciche is the CEO of True North Retirement Advisors, an independent financial advisory firm managing $230 million in client assets, and located just outside of Portland, Oregon. Ashley specializes in designing, building, and implementing custom-designed exit plans to help her business owner clients secure their final and most important business decision – the exit from their business. She is on a mission to transition 300 small business owners successfully into retirement in the next 10 years.

URL #2: https://truenorthretirementadvisors.com/


«Thank you for caring…………and sharing!»
- John J. Prast, CAE, LLIF Executive, Vice President, Million Dollar Round Table
«On behalf of the Take Charge America Institute, the University of Arizona Students in Free Enterprise and their Credit Wise Cats team, I would like to extend my appreciation for your wonderful keynote address last week. »
- Marica Klipsch, Education Coordinator/University of Arizona