Latest Exit planning Podcast Episodes
Exit Planning Demand Differentiates Your Practice
Why We Plan - September 08, 2022 15:00 - 28 minutes ★★★★★ - 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-pa...
Exit Planning Demand Differentiates Your Practice
Why We Plan - September 08, 2022 15:00 - 28 minutes ★★★★★ - 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-pa...
What is The Business Actually Worth?
Why We Plan - August 25, 2022 14:00 - 19 minutes ★★★★★ - 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-pa...
Find Your Niche Market of Clients
Why We Plan - August 11, 2022 14:00 - 14 minutes ★★★★★ - 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-pa...
How to be Successful in Your First Year as an Advisor
Why We Plan - July 28, 2022 14:00 - 15 minutes ★★★★★ - 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-pa...
Everything You Need to Know About Business Valuations
Why We Plan - July 14, 2022 14:00 - 33 minutes ★★★★★ - 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-pa...
Even Advisors Need an Exit Plan Too
Why We Plan - June 30, 2022 14:00 - 22 minutes ★★★★★ - 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-pa...
How Can the Certified Exit Planner Designation Change Your Practice?
Why We Plan - June 16, 2022 16:31 - 11 minutes ★★★★★ - 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-pa...
Work Toward Proving Your ROI as an Exit Planning Advisor
Why We Plan - June 02, 2022 14:00 - 22 minutes ★★★★★ - 10 ratingsThis podcast is for informational purposes only. Business Enterprise Institute (BEI) is not affiliated with or endorsed by PAS, Guardian, or Planning Alliance and opinions stated are their own. D. Jeremy Pugliese is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC...
Business Succession Planning
Enriching Wealth - May 31, 2022 20:00 - 16 minutesMany experts advocate starting succession planning three to five years before retirement, but it is never too early to start. Knowing how your business will transition, who will take over, and how heirs and partners will be rewarded are all important steps toward decreasing future stress in the ...
Planning for Incapacity
Enriching Wealth - May 24, 2022 21:00 - 12 minutes< __truncato_root__> Planning for Incapacity 🤝SET UP A DISCOVER MEETING ➡️ https://bit.ly/3vPkZcK ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔴 YOUTUBE SUBSCRIBE ➡️ https://bit.ly/2TxU1b7 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US: LinkedIn ➡️ https://www.linkedin.com/company/lions-wealth-management/ Faceboo...
Exit Planning for Women Business Owners
Why We Plan - May 19, 2022 14:00 - 14 minutes ★★★★★ - 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-pa...
Exit Planning for Woman Business Owner
Why We Plan - May 19, 2022 14:00 - 14 minutes ★★★★★ - 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-pa...
New Estate and Gift Tax Laws for 2022
Enriching Wealth - May 17, 2022 15:00 - 15 minutesWhat's change for Estate and Gift Tax Laws for 2022? Watch the full video to know more. 🤝SET UP A DISCOVER MEETING ➡️ https://bit.ly/3vPkZcK ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔴 YOUTUBE SUBSCRIBE ➡️ https://bit.ly/2TxU1b7 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US: LinkedIn ➡️ https://www.linkedin.c...
The Deal is Not Everything
Why We Plan - May 05, 2022 14:00 - 15 minutes ★★★★★ - 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-pa...
831(b) Plans Give Owners More Exit Options
Why We Plan - April 21, 2022 14:00 - 21 minutes ★★★★★ - 10 ratingsIn this technical podcast, Ed does a deep dive into how a business owner could benefit from securing an 831(b) Plan, including: Any premiums they pay into their captive 831(b) Plan are a tax-deductible expense to the business on the front end, lowering the operating company's taxable incomes. ...
Five Tax Strategies for Retirement
Enriching Wealth - April 18, 2022 15:00 - 19 minutesThe 5 Best Strategies To Minimize Taxes In Retirement. 🤝SET UP A DISCOVER MEETING ➡️ https://bit.ly/3vPkZcK ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔴 YOUTUBE SUBSCRIBE ➡️ https://bit.ly/2TxU1b7 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 📲CONNECT WITH US: LinkedIn ➡️ https://www.linkedin.com/company/lions-wealth-managemen...
The Longer the Runway, the Bigger the Plane
Why We Plan - April 07, 2022 14:00 - 21 minutes ★★★★★ - 10 ratingsJohn Brown, Founder of BEI, sits down to speak with Kaitlyn Carlson, Founder of Theory Planning Partners, to discuss the difference between working with millennial and baby boomer business owners. Working with business owners for many years now, Kaitlyn has come to realize that it can be difficu...
Ingredients for Business Growth: People and Process
Why We Plan - March 24, 2022 14:00 - 25 minutes ★★★★★ - 10 ratingsIn this episode of Why we Plan, John Brown, Founder of BEI, sits down with Spencer Hilligoss, CEO of Madison Investing, to discuss the importance of scaling a business. Spencer started working at a very young age working for his father and learned some hard life lessons a lot sooner than most bu...
How to Lower Income Taxes and Build Significant Retirement Wealth
Enriching Wealth - March 22, 2022 18:00 - 21 minutesHigh income business owners can lower income taxes and build significant retirement wealth for yourself as well as your family through defined benefit plans. 🤝SET UP A DISCOVER MEETING ➡️ https://bit.ly/3vPkZcK ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🔴 YOUTUBE SUBSCRIBE ➡️ https://bit.ly/2TxU1b7 ▬▬▬▬▬▬▬▬▬▬...
Who's Your Buyer? A Look Into The Most Common Types of Buyers In A Business Acquisition
BizNexus Roundup - March 16, 2022 14:00 - 25 minutes ★★★★★ - 3 ratingsUkraine Links - How You Can Help https://www.biznexus.com/blog-post/how-to-help-ukraine https://www.comebackalive.in.ua/ Podcast Overview For this Roundup we dive into the most common, active types of buyers we've been seeing in this market when it comes to business acquisition. Competitors...
Are Your Business Owner Clients Prepared for Retirement?
Why We Plan - March 10, 2022 15:00 - 12 minutes ★★★★★ - 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-pa...
8000 Days of Retirement
Enriching Wealth - February 25, 2022 21:00 - 59 minutesIt’s often asked, “What will you do on Day One of your retirement?” Most people have a clear image of Day One. Maybe even Day 1,001. But few can imagine 8,000 days of golf, and even fewer have a vision of what they will be doing on any given day—such as Day 4,567. But getting started on the righ...
The Highest Bidder is Not Always the Best Buyer
Why We Plan - February 24, 2022 15:00 - 11 minutes ★★★★★ - 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-pa...
Maximizing The Step-Up in Cost Basis
Enriching Wealth - February 10, 2022 20:00 - 17 minutesThe concept of the step-up is that, when an individual dies, the basis of the assets that they owned is increased (or “stepped up”) to their value as of the date of the individual’s death. This is often utilized with passing assets to children. The concept is fairly straightforward for assets ...
Business Relationships Move at the Speed of Trust
Why We Plan - February 10, 2022 15:00 - 13 minutes ★★★★★ - 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-pa...
Can tax-loss harvesting improve your investment returns?
Enriching Wealth - February 03, 2022 20:00 - 10 minutesOver the years as an investor, you don’t set out with the goal of losing money. But part of having a well-diversified investment portfolio is embracing the reality that while some assets and investments perform well, others may not perform as you had intended. Sometimes an investment that has l...
2022 Market Outlook
Enriching Wealth - January 31, 2022 18:00 - 55 minutesWhat’s in store for the U.S. markets and economy in 2022? It’s the new year, but same old issues? The COVID-19 pandemic has had a lasting and significant impact on the economy these past two years, and that’s likely to be the case in 2022 as well. And new legislation from Congress could bring ...
Protect, Preserve, and Pass Along Wisdom
Why We Plan - January 27, 2022 15:00 - 23 minutes ★★★★★ - 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-pa...
Changing Economy
Enriching Wealth - January 19, 2022 19:00 - 8 minutesRight now, the Rate of Change is telling us that the first half of the year won't be as good as the second half of the year. So while we expect growth in the economy, it won't happen all at once. And to make things more confusing, all this growth depends on a lot of assumptions about variant...
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