Streamlining the Exit Planning Process: Insights from a First-Year BEI Member

In this episode of "Why We Plan," host John Brown talks to Daniel White, a first-year member of the BEI team, about his experience developing and executing an Exit Planning process for business owners. Daniel shares how his firm, Allen, Gibbs & Houlik, L.C., had various advisory services related to Exit Planning, but lacked a cohesive process to bring them all together. He explains how BEI provided the training and tools needed to create a clear process that allows business owners to exit their business on their terms. The episode explores the challenges and opportunities of developing a cohesive Exit Planning process and highlights the benefits of having a comprehensive plan in place.