
Discover Tax Minimization Techniques

Jim Carlisle - Need for Owners to be Proactive about Exit Planning

James Roberts - The Advantages of Having a CExP Designation

James Roberts - Cost of Exit Planning Inaction

Jim Carlisle - Exit Planning Niche

John Dini - Passionate About Exit Planning

John Dini - Planning for the Exit Before the Owner is Ready

Byron McFarland - Managing the Exit Planning Process

ESOPs as an Exit Path

The Most Important Aspect of Exit Planning

Byron McFarland - Helping Owners Transfer the Business to Management

Andy Brincefield - Family Business Transfer Challenges

Andy Brincefield - Exit Planning Market Differentiation

Counting Gravel Pits and Other Places NOT to Start the Exit Planning Conversation

Preventing Backstabbing and Other Avoidable Risks

Shaping an Owner’s Mind-Set to Create Future Success

Brian O’Neil - Insights into Exit Planning

Brian O’Neil - Bundling Financial Planning and Exit Planning

From Ownership to Entry-Level Retail: Avoiding Devastating Mistakes

Tom Majcher - Practice Evolved to Exit Planning as Core Service

The Most Frustrating and Rewarding Clients to Work With

Tom Majcher - Building Value by Changing the Owner’s Role

‘I Know I Need to Plan. Just Not Now.’ Addressing Procrastination

Scott Barth - Finding Passion in Exit Planning by Helping Owners

‘That’s Not Fair’ and Other Unforeseen Exit Planning Problems

Why We Don’t Plan

Scott Barth - Helping Owners Build Truly Sellable Businesses

What Is the Exit Planning Process?

Mark Dorman - Exit Planning and Legacy, Culture and Community

Effective Strategies to Motivate Owners

How to Plan So That No One Misses Out on Success

Mike Coyle – Value of Exit Planning to Business Owners

What Confuses Owners About Exit Planning?

Pat Carroll - Importance Of Financial Planning With Exit Planning

A Good Place to Start

Pat Carroll - Importance Of Financial Planning With Exit Planning

Create & Maintain Transferable Value

Plan with the End in Mind

How to Avoid Common Family-Owned Business Challenges with Adequate Planning

"Tell Me More"

What to Consider When Selling Your Company to Your Children

Be Proactive, Not Reactive

Supporting Struggling Owners Affected By The COVID-19 Crisis

Sharing Your Exit Plan with All Parties Involved - Including Family Members

How Family Dynamics Can Change Without a Proper Succession Plan

Ken Stiefler - Helping Owners Control Their Exit Planning Journey

Addressing Attorney's Challenges With Family-Owned Businesses

Help Your Clients Make Time for Planning

Mike Coyle - Establishing Goals and Quantifying Resources

The Importance of Business Analysis During Exit Planning

Closing the Gap

Challenges of Selling Your Family Business

Feeling Out of Control

The Most Common Challenges of Exit Planning

Getting in Front of Clients and Starting the Conversation Right

Ken Stiefler - Exit Planning Process

Utilize Your Resources

Why Should I Work With Someone Half My Age?

Be Open to Change

Getting the Attention of Business Owners

The Unintended Consequences

Impact of the Economy and Accounting Rules on Valuation