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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...
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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.
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The Exit Planning Coach
The Exit Planning Coach
Preserving a Legacy - Peter Christman's Thoughts on the Industry He Shaped Founders Series
16 LUG 2024 · Preserving a Legacy:
Peter Christman's Thoughts on the Industry He Shaped On June 3rd, Peter G. Christman, CEPA, CPBA, a pioneer in exit planning, shared his journey from corporate roles at Ford and Xerox to founding the Exit Planning Institute (EPI) in this Exit Planning Coach podcast interview with John F. Dini. Christman developed the concept of exit planning in the late 1990s, focusing on a three-pronged approach: maximizing business value, personal financial planning, and preparing for life after selling a business. He is the co-author of The $10 Trillion Opportunity and author of The Master Plan. After selling EPI to Chris and Scott Snider in 2012, the organization has grown significantly, with the concept of exit planning becoming widely recognized in the business world. Christman expressed pride in seeing his ideas come to fruition and the continued influence of his "three legs of the stool" approach.
How Greg McLaughlin Uses a Team Approach in Exit Planning
18 GIU 2024 · In this Exit Planning Coach podcast episode, John Dini interviews Greg McLaughlin, founder and partner of Business and Financial Strategies. Greg discusses his journey from financial planner to Certified Exit Planning Advisor (CEPA) and shares his approach to working with business owners. He highlights the importance of referrals, building trust, and using the ExitMap Assessment to guide clients through a structured five-meeting process. Greg emphasizes the value of a team-based approach to exit planning, addressing common challenges such as time constraints and helping owners understand return on equity. He concludes by offering advice to new advisors, encouraging them to focus on building a strong team and following a proven process like ExitMap to best serve their clients.
How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed
21 MAG 2024 · Connect with John: https://www.linkedin.com/in/johnfdini/
Podcast Overview: T. Ray Phillips
How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed
In this podcast interview, John F. Dini speaks with T. Ray Phillips, a certified family business specialist and investment advisor based in Indianapolis. T. Ray shares his personal story about his family's business, Dawson Produce, and how it failed to transition ownership due to a lack of restrictive covenants on stock given to family members. He emphasizes the importance of having a clear target market, building relationships with clients, and assembling a team of professionals to provide comprehensive exit planning services. He also shares his approach to initial client meetings, stressing the value of face-to-face interactions and conducting meetings in the client's space to build trust and understanding. He highlights the significance of assigning "homework" to clients, such as completing the ExitMap assessment, to gauge their readiness and commitment to the exit planning process. T. Ray also discusses the value of becoming a thought leader in the exit planning space. The interview concludes with advice for advisors just starting in the industry, emphasizing the need to develop technical knowledge in areas such as tax law, business entity structures, and buy-sell agreements to effectively collaborate with other professionals and serve clients' needs comprehensively.
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“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
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
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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
Website: https://exitmap.com/
#TheExitPlanningCoach #TheExitMap #JohnDini
============================================
Learn more about John: https://exitmap.com/meet-the-team/
How Tom Jordan Combines Exit Planning Strategies
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/
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“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
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Learn more about John: https://exitmap.com/meet-the-team/
How Mark Ahern Takes Valuations to Exit Planning
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/
Exit Planning With A Background of Portfolio Management
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/
ESOPs and The New Generation of Owners | Part 2
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/
ESOPs and The New Generation of Owners
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/
A Business Owner's System For Developing A Successful Transition
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/
Exit Planning With A Background of Portfolio Management
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/
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...
mostra di più
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.
mostra meno
Informazioni
| Autore | John F. Dini |
| Organizzazione | John Dini |
| Categorie | Gestione , Economia , Carriere |
| Sito | www.spreaker.com |
| podcast@exitmap.com |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
