Connect with John: https://www.linkedin.com/in/johnfdini/Podcast Overview: T. Ray PhillipsHow T Ray Phillips Leverages his Family's Business Lessons to Help Clients SucceedIn this podcast interview, John F. Dini speaks with T. Ray Phillips, a c

How Tom Jordan Combines Exit Planning Strategies

29 days ago 27m 44s

In this episode of the Exit Planning Coach podcast, John interviews Tom Jordan, a seasoned advisor who shares his journey from executive compensation work in the banking industry to building a thriving exit planning practice. Tom discusses how

How Mark Ahern Takes Valuations to Exit Planning

Apr 5th, 2024 26m 30s

In this episode of the Exit Planning Coach podcast, John interviews Mark Ahern, founder and president of AMP Business Valuations. Mark shares his journey from commercial lending to business valuation and exit planning. He discusses how performi

Exit Planning With A Background of Portfolio Management

Oct 9th, 2023 27m 39s

This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities

ESOPs and The New Generation of Owners | Part 2

Sep 4th, 2023 26m 33s

This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 2 of a 2 part conversation with

ESOPs and The New Generation of Owners

Aug 28th, 2023 24m 29s

A Business Owner's System For Developing A Successful Transition

Aug 21st, 2023 26m 23s

This week, John speaks with Steve Duke. Steve is a CGES, a CMAP, and more. Steve lives in North Carolina and started his career out as an engineer. He then moved into management, sold a marketing firm, and is now a part of Duke Business Advisor

Exit Planning With A Background of Portfolio Management

Aug 14th, 2023 27m 39s

Car Dealership Exit Planning | Working With Business Owners

Aug 7th, 2023 33m 45s

This week, John speaks with David Brackenbury, CFBS, of Dealer Exit Planning Associates. David primarily focuses on helping auto dealerships with the troubles they face so that they can exit successfully.Want to learn more? Go to: https://exitm

The Freedom Day Wealth Management Method

Jul 24th, 2023 34m 1s

This week John speaks with Jeff Kikel, ChFC®, CRPC®, ASBC®, NQPA. Jeff is the president of Freedom Day Wealth Management, and the creator of the Freedom Day Method (tm). Jeff has 17 years in the financial services industry and began Freedom Day

How To Handle Client/Advisor Relationships As A 3rd Party

Jul 10th, 2023 29m 21s

This week, John is joined by David Jean, CExP, CPA, CCIFP; James Moore, JD, CExP, CEPA & Mike Leannah, CExP to discuss the following question: As an attorney, a CPA, or a business consultant – if you were asked to assist with a client and disco

Linda Hamilton's Tips For Marketing As An Exit Planner

Jun 26th, 2023 24m 35s

This week, John speaks with Linda A. Hamilton, CPA, CGMA, CEPA to discuss how she helps her clients (primarily female business owners) plan their futures. Linda is a specialist in Critical Client Flow® and Concierge Level Systemology, which she

How To Charge $100k Per Year For A Business Succession Plan With Hawley MacLean

Jun 12th, 2023 32m 4s

This week, John speaks with Hawley Maclean. Hawley is an accomplished entrepreneur, a senior executive, a board member for many different organizations, and has over 35 years in financial planning and exit planning.Connect with Hawley: https://

How Joe Markovitch Helps Plan His Client's Legacy

May 22nd, 2023 26m 36s

This week, John speaks with Joe Markovitch, CExP, BCom, to discuss how he went from owning a bakery, to helping others exit their businesses. Joe has over 30 years of business experience, and exited his own business with BEI training. He was al

How Matt Di Francesco Helps His Clients Create a Clear Picture Of Their Exit

May 8th, 2023 29m 46s

This week, John speaks with Matt Di Francesco of High Lift Financial, to discuss how he got into his niche of collision repair businesses, the importance of clear goals, and more. Matt has over 15 years of experience in exit planning, and even

Mark Hegstrom Knows The Date He Will Retire, Do You?

Apr 24th, 2023 32m 38s

This week, John speaks with Mark Hegstrom. Mark is the Founder of Business Owner Succession Strategies (B.O.S.S.). Mark is a CEPA, he's an accredited investment fiduciary, and his Bachelor of Arts is in economics from the University of Minnesot

You Should Be Planning Your Exit From Day One... But How? With Steven Eschbach

Apr 10th, 2023 34m 47s

This week, John speaks with Steven Eschbach about his exit planning journey. Steven has written multiple books on the matter, and has helped a multitude of different companies plan, prep, and exit.Reach out to Steve: https://www.tworld.com/agen

A Crucial Type Of Business That Exit Planners Miss With James D. Maher, JD, CFP, CEPA

Mar 27th, 2023 35m 20s

This week, John is joined by James Maher, founder of Archford Capital Strategies. James has earned a total of 7 certifications and designations along with his advanced degree; 3 are the highest obtainable in the retirement-plan benefit area. In

You Need To Start Planning Your Exit Now Ft. Steven Zeller

Mar 13th, 2023 23m 22s

This week, John speaks with Steven Zeller, Co-Founder, President and Senior Wealth Advisor for Zeller Kern Wealth Advisors. Steven brings 26 years of experience in exit planning, but even before that, was a territory manager for a Fortune 500 c

What To Remember When Selling Your Business Ft. Paul Visokey

Feb 27th, 2023 25m 26s

This week, John is joined by Paul Visokey of Stony Hill Advisors. Paul is a business broker with a wonderful approach to business brokerage. Paul discusses his strategies, the clients he chooses to work with, and more in this episode.Go to: htt

Marketing Is Changing, People Want Content Ft. James Moore

Feb 13th, 2023 33m 51s

This week, John speaks to James Moore. James has over 30 years of experience in estate planning, business succession planning, and tax as an atorney. James speaks about his journey in exit planning, his advice for new exit planners, and marketi

Why Hitesh Patel Went From Being A Pharmacist To Business Broker

Jan 23rd, 2023 30m 25s

This week, John speaks to Hitesh Patel. Hitesh has the unique story of going from a pharmacist to an exit planner. In this episode, Hitesh discusses what made him leave pharmicuticals, and how he has learned through the Exit Map to help his cli

The State Of The Economy From A Financial Advisors Perspective

Jan 9th, 2023 22m 13s

For the first episode of 2023, John talks about his thoughts of the current state of the economy. How should you prepare for the future? John also talks directly to advisors about how they can help their clients best prepare. Want to learn more

Why Kerry Boulton Uses Stories To Relate Exit Planning To Her Clients

Dec 26th, 2022 30m 1s

This week, John speaks to Kerry Boulton. Kerry has over $15 million worth of sales in Australia. She has a masters degree in entrepreneurship and innovation from the Australian Graduate School of Entrepreneurship, and has helped grow many diffe

Conversations With Exit Planners Ft. David Jean, CExP, CPA, CCIFP

Dec 12th, 2022 30m 13s

This week, John speaks with David Jean. David has 25 years of experience in public accounting as a CPA. He focuses primarily on financial accounting and consulting for construction, real estate, and manufacturing companies. David also has fanta