The Exit Planning Coach

This week, John is joined by Pat Ennis. Pat is the founder of ENNIS Legacy Partners. Pat has a history of financial planning, and since founding ENNIS has been able to help his clients plan for the lifestyle that they dream of after exiting their business. 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 David Lupberger. David is a contract specialist, helping contractors of both architectural and remodeling plan to exit. 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 have shown that 75% of former business owners are “unhappy”...

This week, John speaks with Steve Hopkins. Steve has worked as an owner, and advisor, and more, until an unexpected turn took place in his career. A previous owner at a company he worked with asked Steve to help plan his succession plan, and Steve has been helping others ever since. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdi...

This week, Continuing in our series of Conversations With Exit Planners, John talks to Joseph Gitto. Joe is a serial entrepreneur, coach, board member, and so much more. He has built and sold 4 different businesses, and now teaches other how to do the same. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ======================...

This week, Continuing in our series of Conversations With Exit Planners, John talks to Rik Saylor. Rik has worked with financial planners for more than 35 years. Rik works with sensible individuals and small business owners. His goal is to help others live their ideal life. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ =====...

This week, we continue our series of Conversations With Business Owners. John interviews Mary Richter. Mary is a CEPA with over 30 years of experience in public accounting. 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 have shown that 75% of former busi...

This week, Continuing in our series of Conversations With Exit Planners, John sits down with Helen Stephens to discuss women in the financial world, how she approaches working with new clients, and her advice for business owners who need to start planning their exit today. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ======...

This week, Continuing in our series of Conversations With Exit Planners, John sits down with Robert Oliver to learn how he best looks to serve his clients. Robert will bring solid advice and best practices for exit planners. 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 to Mike Leannah, CExP. Mike has over 20 years as a C-suite executive in various industries, as well as international experience with the Fortune 500 Company is a strong eye for detail and a strategic mindset. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In...

Welcome to The Exit Planning Coach Podcast! In this Pilot Episode, your host, John F. Dini, CEXP, CEPA, talks about his history on the topic of Exit Planning, why he is starting this podcast, and what you can expect to learn from listening. Want to learn more? Go to: https://exitmap.com/meet-the-team/ Connect with John: https://www.linkedin.com/in/johnfdini/ =======================================...