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All Episodes

The Exit Planning Coach — 53 episodes

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Title
1

Beyond the Deal with Jeff Adam

2

Amanda Bussa - From Exit Planner to Exit Doer

3

Melinda Adams - The Exit Myth From Corporate Success to a Purpose-Driven Exit Spreaker

4

The Next Act: Helping Business Owners Find Purpose After the Exit

5

Chris Snider and EPI-Creating Value Acceleration and Shaping an Industry

6

Beyond the Owner-How Family Systems Shape Successful Exits Compressed

7

Building EPIC - The Story Behind the Software that Launched Exit Planning

8

Dustin Cordier - Designing a Business You Can Step Away From

9

Navigating the Descent - John Leonetti on Protecting Wealth and Legacy in Business Exits

10

Sheryl Linck on Time, Purpose, and Planning- Keys to a Successful Business Exit

11

Building Confidence in Owner Services with Brian Trzcinski Rework

12

Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist

13

From Law Practice to Exit Planning Pioneer - A Conversation with John Brown

14

Dan Springers Blueprint for Seamless Owner Exits Reduced

15

How Thomas Taricani Uses Valuation Insights to Enhance Exit Planning for Auto Dealerships

16

How Scott Barth Transforms Businesses with Long-Term Exit Strategies

17

How Chris Cimaglio Navigates the Unique Challenges of Exit Planning in Horticulture

18

Preserving a Legacy - Peter Christman's Thoughts on the Industry He Shaped Founders Series

19

How Greg McLaughlin Uses a Team Approach in Exit Planning

20

How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed

21

How Tom Jordan Combines Exit Planning Strategies

22

How Mark Ahern Takes Valuations to Exit Planning

23

Exit Planning With A Background of Portfolio Management

24

ESOPs and The New Generation of Owners | Part 2

25

ESOPs and The New Generation of Owners

26

A Business Owner's System For Developing A Successful Transition

27

Car Dealership Exit Planning | Working With Business Owners

28

The Freedom Day Wealth Management Method

29

How To Handle Client/Advisor Relationships As A 3rd Party

30

Linda Hamilton's Tips For Marketing As An Exit Planner

31

How To Charge $100k Per Year For A Business Succession Plan With Hawley MacLean

32

How Joe Markovitch Helps Plan His Client's Legacy

33

How Matt Di Francesco Helps His Clients Create a Clear Picture Of Their Exit

34

Mark Hegstrom Knows The Date He Will Retire, Do You?

35

You Should Be Planning Your Exit From Day One... But How? With Steven Eschbach

36

A Crucial Type Of Business That Exit Planners Miss With James D. Maher, JD, CFP, CEPA

37

You Need To Start Planning Your Exit Now Ft. Steven Zeller

38

What To Remember When Selling Your Business Ft. Paul Visokey

39

Marketing Is Changing, People Want Content Ft. James Moore

40

Why Hitesh Patel Went From Being A Pharmacist To Business Broker

41

The State Of The Economy From A Financial Advisors Perspective

42

Why Kerry Boulton Uses Stories To Relate Exit Planning To Her Clients

43

Conversations With Exit Planners Ft. David Jean, CExP, CPA, CCIFP

44

Conversations With Exit Planners Ft. Pat Ennis

45

Conversations With Exit Planners Ft. David Lupberger

46

Conversations With Exit Planners Ft. Steve Hopkins

47

Conversations With Exit Planners Ft. Joseph Gitto

48

Conversations With Exit Planners Ft. Rik Saylor

49

Conversations With Exit Planners Ft. Mary Richter

50

Conversations With Exit Planners Ft. Helen Stephens

51

Conversations With Exit Planners Ft. Robert Oliver

52

Conversations With Exit Planners Ft. Mike Leannah, CExP

53

Welcome To The Exit Planning Coach Podcast!