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Ep. 2: Counting Gravel Pits and Other Places NOT to Start the Exit Planning Conversation

Thursday, July 25, 2019

How to correctly open an Exit Planning conversation.

Why We Plan Image

Ep. 3: Preventing Backstabbing and Other Avoidable Risks

Friday, July 19, 2019

Protecting your clients from various risks.

Why We Plan Image

Ep. 1: The Most Important Aspect of Exit Planning

Thursday, July 11, 2019

A successful business exit is the magnum opus of a long and fulfilling career for many business owners, but most owners don’t know where to begin. Check out this episode to hear how you can help them.

Ben Wells and Jim Carlisle

ESOPs as an Exit Path

Tuesday, June 25, 2019

On this episode of Tales from the Trenches, Ben Wells and Jim Carlisle dive into ESOPs; detailing different ways to structure an ESOP, the tax advantages of an ESOP, educating clients on ESOPs as a possible exit path, and how advisors can approach the ESOP conversation with their clients.

Jim Carlisle

Jim Carlisle - Exit Planning Niche

Thursday, April 20, 2017

Jim Carlisle discusses how using an Exit Planning Process has benefited his practice.

Jim Carlisle

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

Wednesday, April 12, 2017

On this episode of Tales from the Trenches, Jim Carlisle gives insight into the need for business owners to be proactive about Exit Planning, and the fact that a successful third-party sale is anything but luck; it is the planning from the beginning and the engineering of the business exit well i

James Roberts

James Roberts - The Advantages of Having a CExP Designation

Wednesday, April 5, 2017

On this episode of What Advisors Need to Know, James Roberts discusses designing an internal transfer to key employees for family members, the advantages he has gained by obtaining the Certified Exit Planner designation, and how Exit Planning h

James Roberts

James Roberts - Cost of Exit Planning Inaction

Tuesday, March 28, 2017

James Roberts discusses estate planning with family business owners and the cost of not doing Exit Planning.

John Dini

John Dini - Passionate About Exit Planning

Tuesday, March 7, 2017

John Dini discusses his passion for Exit Planning and how he approaches the Exit Planning process so his clients get what they want from their business transfers.

John Dini

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

Tuesday, February 21, 2017

John Dini discusses the importance of beginning the Exit Planning Process before the owner is ready to exit to give enough time to prepare the business for transfer.

Are you ready to help your clients exit?

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