The Exit Planning Coach

Connect with John: https://www.linkedin.com/in/johnfdini/ Podcast Overview: T. Ray Phillips How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed In this podcast interview, John F. Dini speaks with T. Ray Phillips, a certified family business specialist and investment advisor based in Indianapolis. T. Ray shares his personal story about his family's business, Dawson Pr...

In this episode of the Exit Planning Coach podcast, John interviews Tom Jordan, a seasoned advisor who shares his journey from executive compensation work in the banking industry to building a thriving exit planning practice. Tom discusses how he combines exit readiness, value creation, and an innovative "Half-Retire" concept to help business owners explore alternatives to selling their companies...

In this episode of the Exit Planning Coach podcast, John interviews Mark Ahern, founder and president of AMP Business Valuations. Mark shares his journey from commercial lending to business valuation and exit planning. He discusses how performing valuations led him to recognize the need for exit planning services, as many business owners were leaving money on the table. Mark explains his process o...

This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate...

This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 2 of a 2 part conversation with Kelly. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ =============================...

This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 1 of a 2 part conversation with Kelly. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ =============================...

This week, John speaks with Steve Duke. Steve is a CGES, a CMAP, and more. Steve lives in North Carolina and started his career out as an engineer. He then moved into management, sold a marketing firm, and is now a part of Duke Business Advisors, joining the exit planning space. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/...

This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate...

This week, John speaks with David Brackenbury, CFBS, of Dealer Exit Planning Associates. David primarily focuses on helping auto dealerships with the troubles they face so that they can exit successfully. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys ha...

This week John speaks with Jeff Kikel, ChFC®, CRPC®, ASBC®, NQPA. Jeff is the president of Freedom Day Wealth Management, and the creator of the Freedom Day Method (tm). Jeff has 17 years in the financial services industry and began Freedom Day in 2015, writing 6 books already, with a 7th on the way. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linke...

This week, John is joined by David Jean, CExP, CPA, CCIFP; James Moore, JD, CExP, CEPA & Mike Leannah, CExP to discuss the following question: As an attorney, a CPA, or a business consultant – if you were asked to assist with a client and discovered they had an existing advisor in your profession who is unqualified to advise the client, what actions could you take? Connect with David: https://...

This week, John speaks with Linda A. Hamilton, CPA, CGMA, CEPA to discuss how she helps her clients (primarily female business owners) plan their futures. Linda is a specialist in Critical Client Flow® and Concierge Level Systemology, which she talks about in this episode. Linda practices in Manhattan and Ft. Lauderdale. Connect with Linda: https://www.lahcpas.com/ Go to: https://exitmap.com/meet-...

This week, John speaks with Hawley Maclean. Hawley is an accomplished entrepreneur, a senior executive, a board member for many different organizations, and has over 35 years in financial planning and exit planning. Connect with Hawley: https://www.macleanfinancialgroup.com/team/hawley-maclean Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ =====...

This week, John speaks with Joe Markovitch, CExP, BCom, to discuss how he went from owning a bakery, to helping others exit their businesses. Joe has over 30 years of business experience, and exited his own business with BEI training. He was also a business instructor at Vancouver Community College, and is Senior Advisor at Wardell International. Connect with Joe: https://www.joeco.ca/ Go to: http...

This week, John speaks with Matt Di Francesco of High Lift Financial, to discuss how he got into his niche of collision repair businesses, the importance of clear goals, and more. Matt has over 15 years of experience in exit planning, and even has a podcast of his own. Connect with Matt: https://highliftfinancial.com/meet-your-team/ Go to: https://exitmap.com/meet-the-team/ Connect with John: http...

This week, John speaks with Mark Hegstrom. Mark is the Founder of Business Owner Succession Strategies (B.O.S.S.). Mark is a CEPA, he's an accredited investment fiduciary, and his Bachelor of Arts is in economics from the University of Minnesota. In Mark's bio, it states that he will retire on a specific date, at a specific time. In this episode, John talks to Mark about how he was able to plan th...

This week, John speaks with Steven Eschbach about his exit planning journey. Steven has written multiple books on the matter, and has helped a multitude of different companies plan, prep, and exit. Reach out to Steve: https://www.tworld.com/agent/steveneschbach/ Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ =====================================...

This week, John is joined by James Maher, founder of Archford Capital Strategies. James has earned a total of 7 certifications and designations along with his advanced degree; 3 are the highest obtainable in the retirement-plan benefit area. In this episode, James talks about the unique approach he and his team take to exit planning. Reach out to James: https://archfordcapital.com/team/james-d-mah...

This week, John speaks with Steven Zeller, Co-Founder, President and Senior Wealth Advisor for Zeller Kern Wealth Advisors. Steven brings 26 years of experience in exit planning, but even before that, was a territory manager for a Fortune 500 consumer products company. Steve understands retail, product promotion, and more, which he brings into his career in exit planning. Go to: https://exitmap.co...

This week, John is joined by Paul Visokey of Stony Hill Advisors. Paul is a business broker with a wonderful approach to business brokerage. Paul discusses his strategies, the clients he chooses to work with, and more in this episode. Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade...

This week, John speaks to James Moore. James has over 30 years of experience in estate planning, business succession planning, and tax as an atorney. James speaks about his journey in exit planning, his advice for new exit planners, and marketing strategies that have worked for him. Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ================...

This week, John speaks to Hitesh Patel. Hitesh has the unique story of going from a pharmacist to an exit planner. In this episode, Hitesh discusses what made him leave pharmicuticals, and how he has learned through the Exit Map to help his clients most effectively. Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ =================================...

For the first episode of 2023, John talks about his thoughts of the current state of the economy. How should you prepare for the future? John also talks directly to advisors about how they can help their clients best prepare. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the p...

This week, John speaks to Kerry Boulton. Kerry has over $15 million worth of sales in Australia. She has a masters degree in entrepreneurship and innovation from the Australian Graduate School of Entrepreneurship, and has helped grow many different types of businesses over the years. Over the past 20 years, Kerry has helped advise other businesses in their exits. She also has a new book, Million D...

This week, John speaks with David Jean. David has 25 years of experience in public accounting as a CPA. He focuses primarily on financial accounting and consulting for construction, real estate, and manufacturing companies. David also has fantastic stories about bad buy-sell agreements! Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/joh...