The Exit Planning Coach
By John F. Dini
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Category: Management
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Episodes: 47
Description
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.
| Episode | Date |
|---|---|
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Dustin Cordier - Designing a Business You Can Step Away From
|
Apr 29, 2025 |
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Navigating the Descent - John Leonetti on Protecting Wealth and Legacy in Business Exits
|
Mar 18, 2025 |
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Sheryl Linck on Time, Purpose, and Planning- Keys to a Successful Business Exit
|
Feb 18, 2025 |
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Building Confidence in Owner Services with Brian Trzcinski Rework
|
Jan 21, 2025 |
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Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist
|
Dec 17, 2024 |
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From Law Practice to Exit Planning Pioneer - A Conversation with John Brown
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Nov 19, 2024 |
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Dan Springers Blueprint for Seamless Owner Exits Reduced
|
Oct 15, 2024 |
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How Thomas Taricani Uses Valuation Insights to Enhance Exit Planning for Auto Dealerships
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Sep 17, 2024 |
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How Scott Barth Transforms Businesses with Long-Term Exit Strategies
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Aug 20, 2024 |
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How Chris Cimaglio Navigates the Unique Challenges of Exit Planning in Horticulture
|
Jul 30, 2024 |
|
Preserving a Legacy - Peter Christman's Thoughts on the Industry He Shaped Founders Series
|
Jul 16, 2024 |
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How Greg McLaughlin Uses a Team Approach in Exit Planning
|
Jun 18, 2024 |
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How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed
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May 21, 2024 |
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How Tom Jordan Combines Exit Planning Strategies
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Apr 22, 2024 |
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How Mark Ahern Takes Valuations to Exit Planning
|
Apr 05, 2024 |
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Exit Planning With A Background of Portfolio Management
|
Oct 09, 2023 |
|
ESOPs and The New Generation of Owners | Part 2
|
Sep 04, 2023 |
|
ESOPs and The New Generation of Owners
|
Aug 28, 2023 |
|
A Business Owner's System For Developing A Successful Transition
|
Aug 21, 2023 |
|
Exit Planning With A Background of Portfolio Management
|
Aug 14, 2023 |
|
Car Dealership Exit Planning | Working With Business Owners
|
Aug 07, 2023 |
|
The Freedom Day Wealth Management Method
|
Jul 24, 2023 |
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How To Handle Client/Advisor Relationships As A 3rd Party
|
Jul 10, 2023 |
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Linda Hamilton's Tips For Marketing As An Exit Planner
|
Jun 26, 2023 |
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How To Charge $100k Per Year For A Business Succession Plan With Hawley MacLean
|
Jun 12, 2023 |
|
How Joe Markovitch Helps Plan His Client's Legacy
|
May 22, 2023 |
|
How Matt Di Francesco Helps His Clients Create a Clear Picture Of Their Exit
|
May 08, 2023 |
|
Mark Hegstrom Knows The Date He Will Retire, Do You?
|
Apr 24, 2023 |
|
You Should Be Planning Your Exit From Day One... But How? With Steven Eschbach
|
Apr 10, 2023 |
|
A Crucial Type Of Business That Exit Planners Miss With James D. Maher, JD, CFP, CEPA
|
Mar 27, 2023 |
|
You Need To Start Planning Your Exit Now Ft. Steven Zeller
|
Mar 13, 2023 |
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What To Remember When Selling Your Business Ft. Paul Visokey
|
Feb 27, 2023 |
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Marketing Is Changing, People Want Content Ft. James Moore
|
Feb 13, 2023 |
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Why Hitesh Patel Went From Being A Pharmacist To Business Broker
|
Jan 23, 2023 |
|
The State Of The Economy From A Financial Advisors Perspective
|
Jan 09, 2023 |
|
Why Kerry Boulton Uses Stories To Relate Exit Planning To Her Clients
|
Dec 26, 2022 |
|
Conversations With Exit Planners Ft. David Jean, CExP, CPA, CCIFP
|
Dec 12, 2022 |
|
Conversations With Exit Planners Ft. Pat Ennis
|
Nov 28, 2022 |
|
Conversations With Exit Planners Ft. David Lupberger
|
Nov 14, 2022 |
|
Conversations With Exit Planners Ft. Steve Hopkins
|
Oct 31, 2022 |
|
Conversations With Exit Planners Ft. Joseph Gitto
|
Oct 17, 2022 |
|
Conversations With Exit Planners Ft. Rik Saylor
|
Oct 03, 2022 |
|
Conversations With Exit Planners Ft. Mary Richter
|
Sep 19, 2022 |
|
Conversations With Exit Planners Ft. Helen Stephens
|
Sep 05, 2022 |
|
Conversations With Exit Planners Ft. Robert Oliver
|
Aug 22, 2022 |
|
Conversations With Exit Planners Ft. Mike Leannah, CExP
|
Aug 08, 2022 |
|
Welcome To The Exit Planning Coach Podcast!
|
Aug 01, 2022 |