INFORMAZIONI SU QUESTO PODCAST 🔗
A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.
Conduttori:
Frequenza di aggiornamento:
every 18 days
Durata media dell'audio:
19 minutes
Interviste agli ospiti
Inglese
Stati Uniti
111 episodi
da 11 Luglio 2019
episodic
ULTIMO EPISODIO 🔗
Discussion on the significance of Exit Planning and the emotional complexities involved in transitioning from being a business owner.
Charis highlights her approach to coaching, emphasizing the neuroscience behind fear and change, and how she assists entrepreneurs in navigating these challenges.
I…
CERCA TRA GLI EPISODI PASSATI
Cerca gli episodi passati di Why We Plan.
EPISODI PRECEDENTI 🔗
The ESOP Advantage: Discover why ESOPs are not just an exit strategy but a powerful tool for ensuring the continuity of a business while rewarding its employees. This episode sheds light on the unique benefits of ESOPs and why seasoned advisors are crucial in navigating this complex yet rewarding t…
In-depth Insights from Vince D'Addona: Celebrating his 44th year in the business, Vince D'Addona, a leading financial and insurance advisor, shares his extensive knowledge and experience in high wealth estate planning. Vince discusses the nuances of building a practice centered around wealth protec…
Host & Guest: John Brown (Founder of BEI) interviews Izak Smith, an Exit Planning advisor.
Discussion Points:
Izak Smith's Background: Shares his journey into Exit Planning, reflecting on his own experiences as a business owner and the evolution of his firm.
The Role of Exit Planning: Highligh…
John Brown, founder of BEI, delves into a comprehensive conversation with Jim Carlisle, an expert in the field with 32 years of legal practice. Key highlights include:
Jim's Background and BEI Involvement: Jim Carlisle discusses his extensive legal career and how his involvement with BEI has signi…
Host: John Brown, Founder of BEI
Guest: Bruce Willey, Attorney and CPA
Main Topics:
The evolution of exit planning and its significance
The role and resources of BEI in supporting advisors
The impact of BEI on Bruce Willey's professional journey
Challenges and strategies in exit planning
Comparing…
This episode is a must-listen for anyone interested in the intricate world of Exit Planning, blending professional insights with personal stories to provide a comprehensive view of the field.
Host: John Brown, Founder of BEI
Guest: Simon Horowitz, Emerging Exit Planner
Main Topics: Exit Planning Tr…
Join us on "Why We Plan" as Stuart Sorkin, a legal and financial strategist, unveils the secrets of effective Exit Planning. Discover why mastering delegation is crucial for business owners, how to align personal and business goals for a robust succession plan, and the essential steps to safeguard …
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, 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…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da John Brown, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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