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Planning the Future: A Newcomer's Journey in Exit Planning with Simon Horowitz

Released Thursday, 30th November 2023

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Planning the Future: A Newcomer's Journey in Exit Planning with Simon Horowitz

Thursday, 30th November 2023

Good episode? Give it some love!

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This episode is a must-listen for anyone interested in the intricate world of Exit Planning, blending professional insights with personal stories to provide a comprehensive view of the field.

Host: John Brown, Founder of BEI

Guest: Simon Horowitz, Emerging Exit Planner

Main Topics: Exit Planning Training, Generational Business Transfers, Continuous Learning in Business

Audience: Business owners, Exit Planning professionals, and those interested in succession planning

Language: English

Category: Business & Finance

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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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