The Exit Planning Coach

Navigating the Descent: John Leonetti on Protecting Wealth and Legacy in Business ExitsIn this episode of the Exit Planning Coach podcast, host John F. Dini interviews John Leonetti, founder and CEO of the International Exit Planning Association (IEPA). Leonetti shares his journey from working in his father's textile business to founding the IEPA after experiencing firsthand the lack of succession planning resources. After obtaining law and finance degrees and working in M&A and wealth management, he wrote "Exiting Your Business, Protecting Your Wealth" and established the IEPA (originally Pinnacle Equity Solutions). The IEPA distinguishes itself by focusing on practical implementation and requiring members to submit actual exit plans for certification. Leonetti emphasizes that successful exit planning isn't just about financial outcomes but about transforming entrepreneurs' lives by helping them prepare for life after business and preserve their legacy.

Sheryl Linck Podcast SummaryTime, Purpose, and Planning: Keys to a Successful Business ExitIn this episode of the Exit Planning Coach podcast, host John F. Dini interviews Sheryl Linck, a strategy and financial planning specialist at The Trust Company of Tennessee. Sheryl discusses her expertise in comprehensive exit planning, which includes continuity planning, personal financial planning, business planning, and estate planning. She emphasizes the importance of holistic planning for business owners, addressing challenges like time management, family harmony, and post-exit purpose. Sheryl also shares her ideal client profile (businesses with $5M+ in revenue) and advises new exit planners to focus on their expertise and collaborate with a team rather than trying to handle everything alone.

From Insurance to Exit Planning: Building Confidence in Owner ServicesIn this episode of The Exit Planning Coach Podcast, John F. Dini interviews Brian Trzcinski, Director of Business Market Development at MassMutual, about the evolution of their business owner services. Brian describes his 18-year journey from traditional insurance planning to comprehensive exit planning, emphasizing how MassMutual helps financial advisors build confidence in serving business owners. He shares insights about their adoption of the Exit Planning Institute's CEPA designation and Value Compass valuation tools, explaining how these resources help advisors have deeper conversations with owners. The discussion covers current challenges including the Connolly decision and Secure Act 2.0 but consistently returns to the core theme of building advisor capability and confidence. Through the conversation, Brian emphasizes that while 95% of financial professionals want to work with business owners, many lack the confidence or experience - a gap that MassMutual's training and tools are designed to bridge.

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 Davidson, CExP, who transformed from a 23-year-old financial advisor into a seasoned exit planning specialist over the past 11 years. After discovering that business owners would listen to his expertise on buy-sell agreements despite his youth, he expanded his knowledge through BEI certification and now helps owners prepare their businesses for successful transitions. His process typically begins with an "ExitMap" assessment, focusing on clients with at least $500,000 in profitability, particularly in service industries like medical practices, veterinary clinics, and engineering firms. Davidson sources clients primarily through referrals and faces common challenges like unrealistic valuation expectations and owners' reluctance to delegate. He advises new professionals entering the field to master one aspect of exit planning before expanding their expertise, drawing from his own experience of starting with buy-sell agreements before broadening his services. ============================================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 ============================================

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 Enterprise Institute (BEI), shared his journey from Michigan grocery store roots to becoming a pioneer in exit planning. Brown's path led from the Colorado Attorney General's office to founding the law firm Minor and Brown, where his focus on business owners naturally evolved into exit planning expertise. He authored "How to Run Your Business So You Can Leave It in Style," reportedly the first book specifically focused on exit planning, which sold over 200,000 copies. After 12-15 years of law practice, Brown founded BEI, developing it into one of the oldest certifying organizations for exit planners in the US. The organization created proprietary software (EPIC, now called "Planet") to support advisors in comprehensive exit planning. BEI continues to innovate with new initiatives like Owner Based Planning (OBP), focusing on value growth and business continuity. Brown's legacy includes transforming exit planning from an unknown concept to a recognized field, emphasizing the importance of planning beyond traditional buy-sell agreements.  

Podcast Summary:Mastering Business Transitions: Insider Secrets from a Wealth Planning ExpertDan Springer's Blueprint for Seamless Owner ExitsIn this insightful episode of the Exit Planning Coach podcast, host John F. Dini interviews Dan Springer, Director of the Wealth Planning team at MacLean Financial Group. Dan shares insights on his firm's comprehensive approach to exit planning for business owners, detailing their proprietary "Master Planning Program" - a flexible one-year process covering personal financial planning, contingency planning, business analysis, and strategic visioning. He emphasizes the importance of meeting clients where they are, determining their unique "call to action," and building strategic partnerships to provide holistic services. Dan also introduces the TEAMS acronym (Transition planning, Execute, Adopt, Measure, Success) and discusses strategies for cultivating referrals. He discusses strategies for cultivating referrals. Throughout the discussion, Dan underscores the critical need for a structured, client-centered approach to exit planning,  and streses the value of integrating tools like ExitMap into their practice.

Thomas Taricani Podcast Summary In this informative Exit Planning Coach podcast interview, Tom Taricani, CPA/APV, CVA, CEPA and Principal at Boyer Ritter, shares his expertise in business valuation and succession planning, focusing on the automotive dealership industry. Taricani discusses the challenges of valuing businesses post-COVID-19, emphasizing the need to reconcile historical data with future projections, especially given potential IRS scrutiny. He stresses the importance of timely succession planning, particularly with the approaching sunset of certain tax provisions in 2026 and advises business owners to act promptly to leverage current tax benefits. Taricani also touches on the increasing involvement of private equity in various industries and offers advice to aspiring exit planning professionals, recommending specialization and the cultivation of strong professional networks.

How Scott Barth Transforms Businesses with Long-Term Strategic PlanningIn this episode of the Exit Planning Coach podcast, John F. Dini interviews Scott Barth, an experienced exit planning professional from Colorado. Scott shares his journey from corporate America to becoming an exit planning coach, detailing how he transitioned through consulting and business coaching before finding his passion in exit planning. He discusses the importance of creating valuable, sellable businesses and shares success stories of clients he's helped grow and sell their companies. Throughout the conversation, Scott highlights the transformative power of exit planning for business owners, even those not initially interested in selling, and how it can lead to significant growth and successful exits. The podcast also touches on the evolution of the exit planning industry and the importance of simplifying complex exit planning concepts for business owners.

Harvesting Value with Chris Cimaglio: Navigating the Unique Challenges of Exit Planning in Horticulture In this compelling Exit Planning Coach podcast, Chris Cimaglio, a seasoned exit planning advisor with deep roots in the horticulture industry, shares eye-opening insights on the unique challenges of succession planning for growers, retailers, and wholesalers. Drawing from his personal experience leading a multigenerational family business, Chris emphasizes the critical importance of proactive planning, separating real estate ownership, and addressing owner-centricity. Through a cautionary tale of a client's unexpected passing, Chris drives home the dire consequences of delaying exit planning. He advises fellow advisors to continuously educate themselves, refine their processes, and guide clients through the emotional journey of letting go. Packed with industry-specific wisdom, this episode is a must-listen for exit planners looking to cultivate success for clients of family-owned businesses.

“When I interviewed Peter Christman, I didn't know it would be one of his last comprehensive interviews. The privilege of Peter's friendship is matched only by the opportunity to share his story. I first met Peter at EPI while pursuing my CEPA in 2018, and we instantly connected. During our conversation, Peter was his typical irrepressible and dynamic self, despite his health challenges. When I decided to launch a Founders Series for my podcast, Peter was the obvious choice for the inaugural interview. I'm grateful that Peter had the opportunity to reflect on his remarkable career, and I'm honored to share this conversation with everyone. His insights and the story of his journey in shaping the exit planning industry serve as a fitting tribute to his legacy.”~John F. Dini, CExP, CEPA, CBEC 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.

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.

Connect with John: https://www.linkedin.com/in/johnfdini/Podcast Overview: T. Ray PhillipsHow T Ray Phillips Leverages his Family's Business Lessons to Help Clients SucceedIn 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.============================================“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============================================

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============================================

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 ============================================

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 ============================================

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 ============================================

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 ============================================

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 ============================================

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 ============================================

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 ============================================

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 ============================================

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 ============================================

This week, John speaks with Linda A. Hamilton, CPA, CGMA, CEPA to discuss how she helps her clients (primarily female business owners) plan their futures. Linda is a specialist in Critical Client Flow® and Concierge Level Systemology, which she talks about in this episode. Linda practices in Manhattan and Ft. Lauderdale.Connect with Linda: https://www.lahcpas.com/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 ============================================

This week, John speaks with Hawley Maclean. Hawley is an accomplished entrepreneur, a senior executive, a board member for many different organizations, and has over 35 years in financial planning and exit planning.Connect with Hawley: https://www.macleanfinancialgroup.com/team/hawley-macleanGo 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 ============================================

This week, John speaks with Joe Markovitch, CExP, BCom, to discuss how he went from owning a bakery, to helping others exit their businesses. Joe has over 30 years of business experience, and exited his own business with BEI training. He was also a business instructor at Vancouver Community College, and is Senior Advisor at Wardell International.Connect with Joe: https://www.joeco.ca/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 ============================================

This week, John speaks with Matt Di Francesco of High Lift Financial, to discuss how he got into his niche of collision repair businesses, the importance of clear goals, and more. Matt has over 15 years of experience in exit planning, and even has a podcast of his own.Connect with Matt: https://highliftfinancial.com/meet-your-team/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 ============================================

This week, John speaks with Mark Hegstrom. Mark is the Founder of Business Owner Succession Strategies (B.O.S.S.). Mark is a CEPA, he's an accredited investment fiduciary, and his Bachelor of Arts is in economics from the University of Minnesota. In Mark's bio, it states that he will retire on a specific date, at a specific time. In this episode, John talks to Mark about how he was able to plan this far ahead, how it has helped him look at his business, and how he helps other business owners do the same.Connect with Mark: https://businessownersuccessionstrategies.com/mark-hegstrom-aif-cdfa/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 ============================================

This week, John speaks with Steven Eschbach about his exit planning journey. Steven has written multiple books on the matter, and has helped a multitude of different companies plan, prep, and exit.Reach out to Steve: https://www.tworld.com/agent/steveneschbach/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 ============================================

This week, John is joined by James Maher, founder of Archford Capital Strategies. James has earned a total of 7 certifications and designations along with his advanced degree; 3 are the highest obtainable in the retirement-plan benefit area. In this episode, James talks about the unique approach he and his team take to exit planning.Reach out to James: https://archfordcapital.com/team/james-d-maher/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 ============================================

This week, John speaks with Steven Zeller, Co-Founder, President and Senior Wealth Advisor for Zeller Kern Wealth Advisors. Steven brings 26 years of experience in exit planning, but even before that, was a territory manager for a Fortune 500 consumer products company. Steve understands retail, product promotion, and more, which he brings into his career in exit planning.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 ============================================

This week, John is joined by Paul Visokey of Stony Hill Advisors. Paul is a business broker with a wonderful approach to business brokerage. Paul discusses his strategies, the clients he chooses to work with, and more in this episode.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 ============================================

This week, John speaks to James Moore. James has over 30 years of experience in estate planning, business succession planning, and tax as an atorney. James speaks about his journey in exit planning, his advice for new exit planners, and marketing strategies that have worked for him.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 ============================================

This week, John speaks to Hitesh Patel. Hitesh has the unique story of going from a pharmacist to an exit planner. In this episode, Hitesh discusses what made him leave pharmicuticals, and how he has learned through the Exit Map to help his clients most effectively.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 ============================================

For the first episode of 2023, John talks about his thoughts of the current state of the economy. How should you prepare for the future? John also talks directly to advisors about how they can help their clients best prepare. 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 ============================================

This week, John speaks to Kerry Boulton. Kerry has over $15 million worth of sales in Australia. She has a masters degree in entrepreneurship and innovation from the Australian Graduate School of Entrepreneurship, and has helped grow many different types of businesses over the years. Over the past 20 years, Kerry has helped advise other businesses in their exits. She also has a new book, Million Dollar Pay Day, which you can grab for free in the link below.Million Dollar Pay Day: https://milliondollarpayday.com.au/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============================================

This week, John speaks with David Jean. David has 25 years of experience in public accounting as a CPA. He focuses primarily on financial accounting and consulting for construction, real estate, and manufacturing companies. David also has fantastic stories about bad buy-sell agreements!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============================================

This week, John is joined by Pat Ennis. Pat is the founder of ENNIS Legacy Partners. Pat has a history of financial planning, and since founding ENNIS has been able to help his clients plan for the lifestyle that they dream of after exiting their business.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============================================

This week, John speaks with David Lupberger. David is a contract specialist, helping contractors of both architectural and remodeling plan to exit.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============================================

This week, John speaks with Steve Hopkins. Steve has worked as an owner, and advisor, and more, until an unexpected turn took place in his career. A previous owner at a company he worked with asked Steve to help plan his succession plan, and Steve has been helping others ever since.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============================================

This week, Continuing in our series of Conversations With Exit Planners, John talks to Joseph Gitto. Joe is a serial entrepreneur, coach, board member, and so much more. He has built and sold 4 different businesses, and now teaches other how to do the same.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============================================

This week, Continuing in our series of Conversations With Exit Planners, John talks to Rik Saylor. Rik has worked with financial planners for more than 35 years. Rik works with sensible individuals and small business owners. His goal is to help others live their ideal life.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============================================

This week, we continue our series of Conversations With Business Owners. John interviews Mary Richter. Mary is a CEPA with over 30 years of experience in public accounting.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============================================

This week, Continuing in our series of Conversations With Exit Planners, John sits down with Helen Stephens to discuss women in the financial world, how she approaches working with new clients, and her advice for business owners who need to start planning their exit today.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============================================

This week, Continuing in our series of Conversations With Exit Planners, John sits down with Robert Oliver to learn how he best looks to serve his clients. Robert will bring solid advice and best practices for exit planners.Want to learn more? Go to: https://exitmap.com/meet-the-team/Connect with John: https://www.linkedin.com/in/johnfdini/

This week, John speaks to Mike Leannah, CExP. Mike has over 20 years as a C-suite executive in various industries, as well as international experience with the Fortune 500 Company is a strong eye for detail and a strategic mindset.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============================================

Welcome to The Exit Planning Coach Podcast! In this Pilot Episode, your host, John F. Dini, CEXP, CEPA, talks about his history on the topic of Exit Planning, why he is starting this podcast, and what you can expect to learn from listening.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============================================