The Exit Planning Coach
af John F. Dini
Seneste episode
Matt Albers - Building an Exit Planning Practice through Education…
Matt Albers - Building an Exit Planning Practice through Education…
Om denne podcast
Welcome to The Exit Planning Coach, a podcast for financial consultants, advisors, and anyone who works with business owners. Hosted by John F. Dini CExP, CEPA, expect to hear tips and tricks from experts across many areas of business. This is a podcast for beginners just starting and those who have been active in this field for years. Expect episodes weekly across all podcast platforms, as well as YouTube.
Episoder
De nyeste 20 af 60 episoder
- Matt Albers - Building an Exit Planning Practice through Education and Community · 32 min.How peer groups, professional networks, and community service create better client outcomes and generate meaningful referrals. Matt Albers, CEPA, AWMA, MRFC, founder and CEO of…
- Jozef Ogrodny on the Human Side of Exit Planning · 30 min.Jozef Ogrodny on the Human Side of Exit Planning Why trust, thoughtful questions, and honest conversations matter as much as technical expertise Summary In this episode of The…
- Kelly Finnell - Keeping the Business in the Family · 27 min.Kelly Finnell Podcast Summary: Keeping the Business in the Family: Kelly Finnell on ESOPs How ESOPs can create liquidity, preserve family ownership, and balance the competing…
- Mike Huey - From Founder-Led to Sale-Ready · 31 min.Mike Huey: From Founder-Led to Sale-Ready Helping business owners build scalable companies buyers want to own. In this episode of the ExitMap Podcast, John F. Dini talks with…
- David Jean - Buy-Sell Agreements: Lessons from the Real World · 23 min.This episode of the ExitMap Podcast focuses on one of the most overlooked—and potentially costly—aspects of exit planning: poorly written or poorly funded buy-sell agreements…
- Blair Koch Podcast- Blair Koch: From Owner Dependence to True Business Freedom · 36 min.In this episode of the ExitMap Podcast with John F. Dini, Blair Koch, Managing Partner of TAB Denver West, shares her approach to helping business owners move from dependence to…
- Beyond the Deal with Jeff Adam · 30 min.Beyond the Deal with Jeff Adam: Why the Best Business Exits Start with What Comes Next In this episode, John F. Dini speaks with M&A expert Jeff Adam—President of Adam Noble…
- Amanda Bussa - From Exit Planner to Exit Doer · 31 min.In this episode of the ExitMap Podcast, John F. Dini interviews Amanda Bussa, CBEC, Managing Partner and Co-Founder of Bussa Financial Partners, about her 24-year career serving…
- Melinda Adams - The Exit Myth From Corporate Success to a Purpose-Driven Exit Spreaker · 30 min.The Exit Myth: From Corporate Success to a Purpose-Driven Exit Why selling the business isn’t the finish line—and how real exit readiness changes everything. In this episode of…
- The Next Act: Helping Business Owners Find Purpose After the Exit · 30 min.In this episode of the Exit Planning Coach Podcast, host John F. Dini welcomes back Joe Markovich, who shares both a personal and professional transition—from relocating from…
- Chris Snider and EPI-Creating Value Acceleration and Shaping an Industry · 31 min.The Exit Planning Coach Podcast Guest: Christ Snider, CEO of The Exit Planning Institute Creating Value Acceleration and Shaping an Industry In this compelling edition of the…
- Beyond the Owner-How Family Systems Shape Successful Exits Compressed · 33 min.Beyond the Owner: How Family Systems Shape Successful Exits Inclusive planning, legacy thinking and trusted advisory teams drive long-term success. In this episode of the Exit…
- Building EPIC - The Story Behind the Software that Launched Exit Planning · 40 min.Building EPIC: The Story Behind the Software that Launched Exit Planning In this episode of The Exit Planning Coach Podcast, host John F. Dini interviews Elizabeth Mower, former…
- Dustin Cordier - Designing a Business You Can Step Away From · 25 min.Designing a Business You Can Step Away From Dustin Cordier, CEPA, founder of StepZero Coaching, shares his journey from Air Force pilot to aviation entrepreneur to exit planning…
- Navigating the Descent - John Leonetti on Protecting Wealth and Legacy in Business Exits · 36 min.Navigating the Descent: John Leonetti on Protecting Wealth and Legacy in Business Exits In this episode of the Exit Planning Coach podcast, host John F. Dini interviews John…
- Sheryl Linck on Time, Purpose, and Planning- Keys to a Successful Business Exit · 26 min.Sheryl Linck Podcast Summary Time, Purpose, and Planning: Keys to a Successful Business Exit In this episode of the Exit Planning Coach podcast, host John F. Dini interviews…
- Building Confidence in Owner Services with Brian Trzcinski Rework · 28 min.From Insurance to Exit Planning: Building Confidence in Owner Services In this episode of The Exit Planning Coach Podcast, John F. Dini interviews Brian Trzcinski, Director of…
- Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist · 31 min.Building Trust at 23: Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Corwin…
- From Law Practice to Exit Planning Pioneer - A Conversation with John Brown · 30 min.From Law to Legacy: How John Brown Pioneered the Exit Planning Industry In this Exit Planning Coach podcast interview with John F. Dini, John Brown, founder of the Business…
- Dan Springers Blueprint for Seamless Owner Exits Reduced · 33 min.Podcast Summary: Mastering Business Transitions: Insider Secrets from a Wealth Planning Expert Dan Springer's Blueprint for Seamless Owner Exits In this insightful episode of…
