22 APR 2024 · In this episode of the Exit Planning Coach podcast, John interviews Tom Jordan, a seasoned advisor who shares his journey from executive compensation work in the banking industry to building a thriving exit planning practice. Tom discusses how he combines exit readiness, value creation, and an innovative "Half-Retire" concept to help business owners explore alternatives to selling their companies outright. He also shares his process-driven "Clarity" approach that incorporates various methodologies, as well as practical tips for marketing an exit planning practice using workshops, compelling content, and assessment tools to engage owners effectively. Throughout the conversation, Tom emphasizes the importance of having a clear strategy and leveraging technology to build a successful practice while maintaining a balanced workload and enjoying the diversity of working with business owners. Connect with John: https://www.linkedin.com/in/johnfdini/  ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/@theexitplanningcoach6299 ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications.  ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872  ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

5 APR 2024 · In this episode of the Exit Planning Coach podcast, John interviews Mark Ahern, founder and president of AMP Business Valuations. Mark shares his journey from commercial lending to business valuation and exit planning. He discusses how performing valuations led him to recognize the need for exit planning services, as many business owners were leaving money on the table. Mark explains his process of providing a certified "baseline valuation" and then identifying opportunities for value growth. He also shares insights on different types of valuations, the challenges of finding clients in the exit planning space, and the importance of clearly articulating one's unique service offering. Throughout the conversation, Mark emphasizes the value of building authentic relationships with clients and educating referral sources about the benefits of exit planning. Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast on You Tube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg The Exit Planning Coach Podcast on Spreaker:  https://www.spreaker.com/podcast/the-exit-planning-coach--5627697 ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

9 OTT 2023 · This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5- Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

4 SET 2023 · This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 2 of a 2 part conversation with Kelly. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5- Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

28 AGO 2023 · This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 1 of a 2 part conversation with Kelly. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5- Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

21 AGO 2023 · This week, John speaks with Steve Duke. Steve is a CGES, a CMAP, and more. Steve lives in North Carolina and started his career out as an engineer. He then moved into management, sold a marketing firm, and is now a part of Duke Business Advisors, joining the exit planning space. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5- Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

14 AGO 2023 · This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5- Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

7 AGO 2023 · This week, John speaks with David Brackenbury, CFBS, of Dealer Exit Planning Associates. David primarily focuses on helping auto dealerships with the troubles they face so that they can exit successfully. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5- Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

24 LUG 2023 · This week John speaks with Jeff Kikel, ChFC®, CRPC®, ASBC®, NQPA. Jeff is the president of Freedom Day Wealth Management, and the creator of the Freedom Day Method (tm). Jeff has 17 years in the financial services industry and began Freedom Day in 2015, writing 6 books already, with a 7th on the way. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5- Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/

10 LUG 2023 · This week, John is joined by David Jean, CExP, CPA, CCIFP; James Moore, JD, CExP, CEPA & Mike Leannah, CExP to discuss the following question: As an attorney, a CPA, or a business consultant – if you were asked to assist with a client and discovered they had an existing advisor in your profession who is unqualified to advise the client, what actions could you take? Connect with David: https://arbcpa.com/david-jean/ Connect with James: https://mooreandkerbawy.com/our-firm/ Connect with Mike: https://businessvaluestrategies.com/about/ Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5- Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners, and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================ CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================ Learn more about John: https://exitmap.com/meet-the-team/