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