Why We Plan
119 episodes - English - Latest episode: 4 months ago - ★★★★★ - 10 ratingsA 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.
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Episodes
The Most Common Challenges of Exit Planning
February 12, 2020 15:00 - 17 minutes - 16.4 MBGetting the Attention of Business Owners
January 29, 2020 15:00 - 25 minutes - 23 MBImpact of the Economy and Accounting Rules on Valuation
January 16, 2020 15:00 - 16 minutes - 15.3 MBWhy Should I Work With Someone Half My Age?
January 02, 2020 15:28 - 15 minutes - 14.1 MBGetting in Front of Clients and Starting the Conversation Right
December 19, 2019 17:37 - 15 minutes - 14.3 MBWhat confuses owners about Exit Planning?
December 05, 2019 20:22 - 17 minutes - 16 MBWhat Confuses Owners About Exit Planning?
December 05, 2019 20:22 - 17 minutes - 16 MBHow to Plan So That No One Misses Out on Success
November 21, 2019 22:32 - 20 minutes - 18.8 MBWhat Is the Exit Planning Process
November 11, 2019 18:21 - 23 minutes - 21.1 MBNavigating domineering owners and outside planning forces
November 07, 2019 15:37 - 17 minutes - 40 MBWhen advisors plan for a business owner’s future success, domineering owners and outside forces can derail even the tightest plans. How can advisors anticipate these issues and put their clients on a path toward a successful future? In this episode of Why We Plan, Founder John Brown and President Elizabeth Mower share a story about how outside forces nearly derailed a successful plan. They provide solutions for situations where business owners are caught off guard by people they care about as...
What is the Exit Planning Process?
November 07, 2019 15:37 - 23 minutes - 52.7 MBWhen it comes to planning for business owners, advisors shouldn't put their planning into silos. In this episode, Founder John Brown and President Elizabeth Mower talk about the Exit Planning process and how it fits into overall business planning. If you've ever wondered how business owners and advisors can work to plan for a constantly evolving business, this episode is for you!