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Discussion on the significance of Exit Planning and the emotional complexities involved in transitioning from being a business owner.Charis highlights her approach to coaching, emphasizing the neuroscience behind fear and change, and how she as
The ESOP Advantage: Discover why ESOPs are not just an exit strategy but a powerful tool for ensuring the continuity of a business while rewarding its employees. This episode sheds light on the unique benefits of ESOPs and why seasoned advisors
In-depth Insights from Vince D'Addona: Celebrating his 44th year in the business, Vince D'Addona, a leading financial and insurance advisor, shares his extensive knowledge and experience in high wealth estate planning. Vince discusses the nuanc
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
John Brown, founder of BEI, delves into a comprehensive conversation with Jim Carlisle, an expert in the field with 32 years of legal practice. Key highlights include:Jim's Background and BEI Involvement: Jim Carlisle discusses his extensive le
Host: John Brown, Founder of BEIGuest: Bruce Willey, Attorney and CPAMain Topics:The evolution of exit planning and its significanceThe role and resources of BEI in supporting advisorsThe impact of BEI on Bruce Willey's professional journeyChal
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 BEIGuest: Simon Horowitz
Join us on "Why We Plan" as Stuart Sorkin, a legal and financial strategist, unveils the secrets of effective Exit Planning. Discover why mastering delegation is crucial for business owners, how to align personal and business goals for a robust
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 rewa
In this episode, John Brown speaks with special guest David Blauzvern, Vice President of csgpartners.com. CSG Partners is an investment bank headquartered in New York City, specializing in ESOP transactions. This discussion revolves around Emp
In our 100th episode of the Why We Plan podcast, BEI founder John Brown is joined by George Sandmann, CEO of Growth Drive, to discuss the topic of strategic planning and creating transferable value for owners. John and George dive into transfer
In this episode of "Why We Plan," John Brown, the founder of BEI, is joined by Dan Finn, the founder of Finn Financial Group, to discuss how business owners can reduce the tax impact of selling their business to a third party. Finn explains how
In this episode of "Why We Plan," John Brown, founder of BEI, speaks with Casper Scott Yost , a Certified Exit Planner and Advisor. They discuss different learning tools and techniques available for business owners and their advisors to better
The newest episode of the podcast "Why We Plan" discusses the different elements of Exit Planning. Our guest, Michael Wildeveld, shares insight about how his business primarily sells companies and engages in business sales of all sizes, ranging
The latest podcast episode of "Why We Plan" features John Brown, the founder of BEI, and Keven Prather, a long-term BEI member who practices total wealth management for clients where he plans for exits and transitions, with a focus on treating
This episode features an interview with Alex Weatherly, an estate planning lawyer with more than 35 years of experience. Weatherly started his career in a tax estate planning law firm and gradually became interested in exit planning, realizing
In this episode of "Why We Plan," host John Brown talks to Daniel White, a first-year member of the BEI team, about his experience developing and executing an Exit Planning process for business owners. Daniel shares how his firm, Allen, Gibbs &
In this episode of "Why We Plan," we hear from Craig Rubrecht, CEO of Cornerstone Wealth Group, who shares his experience with adding Exit Planning to his wealth management practice. Craig discusses the reasons behind his firm's decision to add
Welcome to "Why We Plan", a podcast for business advisors and their clients about how to better plan for the exit from a business. Join John Brown, the host of the podcast and founder of BEI, Business Enterprise Institute, as he discusses diffe
In this episode of Why We Plan, John Brown interviews Scott Bushkie of Cornerstone Business Services, Inc. on his experience in Exit Planning and working with BEI. Scott and his team at Cornerstone Business Services offer concierge M&A services
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