Empowering Business Owners: Exit Planning Opportunities with Izak Smith
Released Thursday, 18th January 2024
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Empowering Business Owners: Exit Planning Opportunities with Izak Smith
Empowering Business Owners: Exit Planning Opportunities with Izak Smith
Thursday, 18th January 2024
Good episode? Give it some love!
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- Host & Guest: John Brown (Founder of BEI) interviews Izak Smith, an Exit Planning advisor.
- Discussion Points:
- Izak Smith's Background: Shares his journey into Exit Planning, reflecting on his own experiences as a business owner and the evolution of his firm.
- The Role of Exit Planning: Highlights the necessity of a multi-disciplinary team, involving attorneys, financial advisors, CPAs, etc., for comprehensive Exit Planning.
- Growth and Challenges: Discusses the challenges and strategies of growing a business's value and cash flow, emphasizing the importance of people, not just numbers.
- Marketing Strategies: Izak discusses transitioning from being a technician in the business to focusing on marketing, brand recognition, and education.
- Client Relationships: Details the importance of establishing clear goals, timeframes, and maintaining focus for business owners aiming for a successful exit.
- Internal Team Dynamics: Izak shares his positive experience working with his brother, emphasizing trust and complementary skillsets.
- Preferences in Exit Planning: Expresses a preference for working on internal sales and transitions, placing importance on ensuring that those who contribute to the business's success benefit from its exit strategy.
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From The Podcast
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.Join Podchaser to...
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- Official Episode Pageexitplanning.com
- Download Audio Filehttps://podcast.wistia.com/deliveries/bc92b19020dd6ba5cf6cdfc0dc952838120a54bd.mp3?d=eyJtIjoxMDg0MjYzNjksIm1kIjo4MDUuNjY4LCJhIjoid2lzdGlhLXByb2R1Y3Rpb25fMzAxODcyIiwiYyI6NTEwNjMsImUiOjE2MjYyMTEsImIiOiJiYzkyYjE5MDIwZGQ2YmE1Y2Y2Y2RmYzBkYzk1MjgzODEyMGE1NGJkIiwibWIiOjU5MCwib2IiOjEyMDAwMDAuODE5MTk1OTk2NX0%3D--08db01c1bf966f7ca950141a66d732ab594f71c906c5c9cffeaab0c57ea5ea51
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