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Why We Plan
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Charting Successful Exits: Ken Rumbaugh's Journey with Business Owners
Released Thursday, 26th October 2023
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Charting Successful Exits: Ken Rumbaugh's Journey with Business Owners
Charting Successful Exits: Ken Rumbaugh's Journey with Business Owners
Thursday, 26th October 2023
Good episode? Give it some love!
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Ken 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, emphasizing its practical and commonsensical approach to exit planning.
The significance of continuous training and learning in the field of exit planning.
Benefits of networking and collaborative problem-solving among exit planners.
An anecdote of assisting a New York client, emphasizing the value of a comprehensive exit planning approach.
John and Ken touch on the emotional and financial gratifications of helping business owners navigate the exit planning process.
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Why We Plan
A 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-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.
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Official Episode Page
exitplanning.com
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https://podcast.wistia.com/deliveries/d9231fb8c7129a706b77bab5782571169d75d403.mp3?d=eyJtIjoxMDg0MjYzNDksIm1kIjo3NjcuMDMzLCJhIjoid2lzdGlhLXByb2R1Y3Rpb25fMzAxODcyIiwiYyI6NTEwNjMsImUiOjE1NzcyNzYsImIiOiJkOTIzMWZiOGM3MTI5YTcwNmI3N2JhYjU3ODI1NzExNjlkNzVkNDAzIiwibWIiOjU5MCwib2IiOjEyMDAwMDAuNzA0MDExNDMxfQ%3D%3D--a07fb1baaa874b2dbb040892f238cf0463d6916e0e6da246994ced7a3516978b
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