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Streamlining the Exit Planning Process: Insights from a First-Year BEI Member

Streamlining the Exit Planning Process: Insights from a First-Year BEI Member

Released Thursday, 2nd March 2023
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Streamlining the Exit Planning Process: Insights from a First-Year BEI Member

Streamlining the Exit Planning Process: Insights from a First-Year BEI Member

Streamlining the Exit Planning Process: Insights from a First-Year BEI Member

Streamlining the Exit Planning Process: Insights from a First-Year BEI Member

Thursday, 2nd March 2023
Good episode? Give it some love!
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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 & Houlik, L.C., had various advisory services related to Exit Planning, but lacked a cohesive process to bring them all together. He explains how BEI provided the training and tools needed to create a clear process that allows business owners to exit their business on their terms. The episode explores the challenges and opportunities of developing a cohesive Exit Planning process and highlights the benefits of having a comprehensive plan in place.

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