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Strategic Insights: Bruce Willey's Path in Exit Planning

Strategic Insights: Bruce Willey's Path in Exit Planning

Released Thursday, 21st December 2023
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Strategic Insights: Bruce Willey's Path in Exit Planning

Strategic Insights: Bruce Willey's Path in Exit Planning

Strategic Insights: Bruce Willey's Path in Exit Planning

Strategic Insights: Bruce Willey's Path in Exit Planning

Thursday, 21st December 2023
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  • Host: John Brown, Founder of BEI
  • Guest: Bruce Willey, Attorney and CPA
  • Main Topics:
  • The evolution of exit planning and its significance
  • The role and resources of BEI in supporting advisors
  • The impact of BEI on Bruce Willey's professional journey
  • Challenges and strategies in exit planning
  • Comparing third-party sales and insider transfers
  • Building and leveraging a national network of advisors
  • The importance of focusing on client outcomes
  • Key Takeaways:
  • Exit planning is a multifaceted process that requires a diverse set of skills and knowledge.
  • Insider transfers can offer a more holistic and satisfying approach to business succession.
  • Building a reliable and focused team is crucial for successful exit planning.
  • Understanding and prioritizing client needs is essential in differentiating oneself in the exit planning space.
  • Audience: This episode is a must-listen for business advisors, attorneys, CPAs, entrepreneurs, and anyone interested in the intricacies of exit planning and business succession.
  • This episode of "Why We Plan" offers valuable insights and practical advice, making it a significant resource for professionals in the field of business advisory and exit planning.
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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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