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In this episode of "Why We Plan," John Brown, founder of BEI, speaks with Casper Scott Yost , a Certified Exit Planner and Advisor. They discuss different learning tools and techniques available for business owners and their advisors to better plan for the exit from a business. Casper shares his experience with BEI's CExP program and continuing education requirements, which provide technical knowledge and expand the scope of working with family business owners through neuroscience. They also discuss the value of BEI's webinars, whitepapers, and podcasts for ongoing learning and development.
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قسمت های دیگر در این پادکست
Ken Rumbaugh shares insights on his financial planning practice, https://www.kenrumbaughinc.com and passion for assisting business owners.
Discussion on the evolution and success stories of business owners, highlighting the complexities and rewards of exit planning.
Ken's experience with BEI, emp…
In this episode of "Why We Plan," John Brown, the founder of BEI, is joined by Dan Finn, the founder of Finn Financial Group, to discuss how business owners can reduce the tax impact of selling their business to a third party. Finn explains how Section 453 of the Internal Revenue Code can be used t…
In this episode, John Brown speaks with special guest David Blauzvern, Vice President of csgpartners.com.
CSG Partners is an investment bank headquartered in New York City, specializing in ESOP transactions. This discussion revolves around Employee Stock Ownership Plans (ESOPs), their benefits, a…
In our 100th episode of the Why We Plan podcast, BEI founder John Brown is joined by George Sandmann, CEO of Growth Drive, to discuss the topic of strategic planning and creating transferable value for owners. John and George dive into transferable value as an important metric for evaluating busine…
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