Planning is a Marathon, Not a Sprint
Why We Plan
English - December 16, 2021 15:00 - 13 minutes - 18.9 MB - ★★★★★ - 10 ratingsBusiness exit planning succession planning business planning entrepreneurs Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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In this podcast, John Brown, Founder of BEI, sat down with Tom Bayer, CPA, CExP, Partner at Sikich, to discuss how Exit Planning should be an ongoing, continuous process with your clients, not a one-time transaction. Tom has been a longtime friend of John’s and has been a BEI Member for quite a few years. In Tom’s ten years of experience in Exit Planning, he has concluded that Exit Planning is a marathon, not a sprint. Tune in to learn how to identify where your owner clients might be in the race, and how you can help guide their path.