Latest Succession planning Podcast Episodes
The Emotional Maze of Exit Planning with Charis Santillie, CFLC, CFT
Why We Plan - March 07, 2024 16:22 - 21 minutes ★★★★★ - 10 ratingsDiscussion 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 challenge...
Breeds of Exit Planning: An ESOP Conversation with Kelly Finnell
Why We Plan - February 15, 2024 20:34 - 20 minutes ★★★★★ - 10 ratingsThe 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 rewardin...
The Art of High Wealth Estate Planning: Insights from Vince D'Addona
Why We Plan - February 01, 2024 15:00 - 24 minutes ★★★★★ - 10 ratingsIn-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 pro...
Empowering Business Owners: Exit Planning Opportunities with Izak Smith
Why We Plan - January 18, 2024 15:00 - 13 minutes ★★★★★ - 10 ratingsHost & 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: Highli...
Exit Planning Evolution: Jim Carlisle's Transformative Journey
Why We Plan - January 04, 2024 15:00 - 12 minutes ★★★★★ - 10 ratingsJohn 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 si...
Strategic Insights: Bruce Willey's Path in Exit Planning
Why We Plan - December 21, 2023 15:00 - 11 minutes ★★★★★ - 10 ratingsHost: 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 ...
Planning the Future: A Newcomer's Journey in Exit Planning with Simon Horowitz
Why We Plan - November 30, 2023 15:00 - 11 minutes ★★★★★ - 10 ratingsThis 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 Plann...
Unlocking Business Growth: The Art of Delegation with Stuart Sorkin
Why We Plan - November 09, 2023 15:00 - 25 minutes ★★★★★ - 10 ratingsJoin 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 safegua...
Charting Successful Exits: Ken Rumbaugh's Journey with Business Owners
Why We Plan - October 26, 2023 14:00 - 12 minutes ★★★★★ - 10 ratingsKen 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,...
The Power of ESOPs: Navigating Business Exit Strategies with David Blauzvern
Why We Plan - October 12, 2023 14:00 - 15 minutes ★★★★★ - 10 ratingsIn 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 benefit...
Boosting Business Value: A Dive into Strategic Planning with George Sandmann
Why We Plan - September 28, 2023 14:00 - 20 minutes ★★★★★ - 10 ratingsIn our 100th episode of the Why We Plan podcast, BEI founder John Brown is joined by George Sandmann, CEO of Growth Drive, to discuss the topic of strategic planning and creating transferable value for owners. John and George dive into transferable value as an important metric for evaluating bus...
Deferring Taxes with Section 453: A Key Element of Exit Planning
Why We Plan - June 15, 2023 14:00 - 5 minutes ★★★★★ - 10 ratingsIn this episode of "Why We Plan," John Brown, the founder of BEI, is joined by Dan Finn, the founder of Finn Financial Group, to discuss how business owners can reduce the tax impact of selling their business to a third party. Finn explains how Section 453 of the Internal Revenue Code can be use...
Sharpening Your Exit Planning Skills: Educational Tools and Techniques
Why We Plan - May 11, 2023 14:00 - 6 minutes ★★★★★ - 10 ratingsIn this episode of "Why We Plan," John Brown, founder of BEI, speaks with Casper Scott Yost , a Certified Exit Planner and Advisor. They discuss different learning tools and techniques available for business owners and their advisors to better plan for the exit from a business. Casper shares his...
Harvesting Healthy Minds: Preventive Psychology for Farmers
Pass the Baton - May 02, 2023 04:30 - 33 minutesFarming can be a challenging and stressful occupation. In fact, studies have shown that farmers are at higher risk of experiencing mental health issues like depression and anxiety. But what if there was a way to prevent these problems from arising in the first place? Join us as we chat with Tom...
Exploring Alternatives to Selling Your Business
Why We Plan - April 13, 2023 14:00 - 9 minutes ★★★★★ - 10 ratingsThe newest episode of the podcast "Why We Plan" discusses the different elements of Exit Planning. Our guest, Michael Wildeveld, shares insight about how his business primarily sells companies and engages in business sales of all sizes, ranging from $200,000 to $40 million. Michael believes that...
Maximizing Profits through Tax Planning: Insider Plan Spreadsheet
Why We Plan - March 30, 2023 14:00 - 12 minutes ★★★★★ - 10 ratingsThe latest podcast episode of "Why We Plan" features John Brown, the founder of BEI, and Keven Prather, a long-term BEI member who practices total wealth management for clients where he plans for exits and transitions, with a focus on treating the business as an asset class. Prather discusses a ...
Plan Your Exit: Expert Advice for Transitioning Out of Business Ownership
Why We Plan - March 16, 2023 14:00 - 12 minutes ★★★★★ - 10 ratingsThis episode features an interview with Alex Weatherly, an estate planning lawyer with more than 35 years of experience. Weatherly started his career in a tax estate planning law firm and gradually became interested in exit planning, realizing that for many business owners, their business is the...
Streamlining the Exit Planning Process: Insights from a First-Year BEI Member
Why We Plan - March 02, 2023 16:00 - 16 minutes ★★★★★ - 10 ratingsIn 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...
Adding Exit Planning to Your Practice: Why It's Crucial for Business Owners
Why We Plan - February 16, 2023 15:00 - 12 minutes ★★★★★ - 10 ratingsIn this episode of "Why We Plan," we hear from Craig Rubrecht, CEO of Cornerstone Wealth Group, who shares his experience with adding Exit Planning to his wealth management practice. Craig discusses the reasons behind his firm's decision to add Exit Planning, the impact it has had on the firm, a...
Exiting on Your Terms: The Thoughtful Approach to Family Business Continuity Planning
Why We Plan - February 02, 2023 15:00 - 12 minutes ★★★★★ - 10 ratingsWelcome to "Why We Plan", a podcast for business advisors and their clients about how to better plan for the exit from a business. Join John Brown, the host of the podcast and founder of BEI, Business Enterprise Institute, as he discusses different elements of Exit Planning with experienced gues...
Maximizing the Value of Your Business
Why We Plan - January 19, 2023 15:00 - 21 minutes ★★★★★ - 10 ratingsIn this episode of Why We Plan, John Brown interviews Scott Bushkie of Cornerstone Business Services, Inc. on his experience in Exit Planning and working with BEI. Scott and his team at Cornerstone Business Services offer concierge M&A services for the lower middle market, with the goal of maxim...
Presence is Paramount in Exit Planning
Why We Plan - January 05, 2023 14:00 - 10 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 Planners Play Offense & Defense
Why We Plan - December 15, 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...
The Benefits of Bringing Business Continuity to the Table
Why We Plan - December 01, 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...
The Value of a Proven Process and a Professional Network
Why We Plan - November 17, 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...
Balancing Economical & Emotional Decisions in Family Business Planning
Why We Plan - November 03, 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...
The Evolution of ESOPs as an Exit Path
Why We Plan - October 20, 2022 14:00 - 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...
Structured Installment Techniques in an Exit Plan
Why We Plan - October 06, 2022 19:30 - 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...
Creating an Exit Planning Reputation
Why We Plan - September 22, 2022 15:00 - 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 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...
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