On this episode of What Advisors Need to Know, Andy Brincefield shares insight on what encouraged him to move into the Exit Planning arena, how that has allowed him to differentiate himself and his firm in the marketplace, and the value it has

Brian O’Neil - Insights into Exit Planning

Dec 22nd, 2016 17m 16s

On this episode of What Advisors Need to Know, Brian O’Neil gives insight into the world of Exit Planning, what is takes to do an effective Exit Plan for business owners, and suggestions for advisors who are thinking of moving forward with an E

Tom Majcher - How His Practice Evolved to Exit Planning as the Core Service

Dec 6th, 2016 22m 45s

On this episode of What Advisors Need to Know, Tom Majcher discusses how his practice has evolved since adding Exit Planning, helping business owners create transferable value, and marketing his Exit Planning practice.Tom Majcher advises priva

Scott Barth - Finding Passion in Exit Planning by Helping Owners

Nov 4th, 2016 22m 45s

On this episode of What Advisors Need To Know, John speaks with Scott Barth, a business consultant in Denver, CO. Scott discusses the passion BEI Members have for transforming business owners' lives, how he helps business owners increase the va

Mark Dorman - Practice Growth with Exit Planning

Oct 4th, 2016 16m 54s

On this episode of What Advisors Need To Know, Mark Dorman discusses why he decided to start an Exit Planning practice, the personal satisfaction he gets from working with business owners, and where he sees his company growing over the next 10

Pat Carroll - Why Advisors Need An Exit Planning Team

Aug 1st, 2016 24m 35s

On this episode of Exit Planning: What Advisors Need To Know, Pat Carroll, a financial planner and Exit Planning advisor discusses why it's important to have an advisor team with expertise in different areas to guide the business owner to a suc

Ken Stiefler - Exit Planning Process

Jul 7th, 2016 30m 47s

On this episode of Exit Planning: What Advisors Need To Know, Ken Stiefler, a pure Exit Planner in Denver, CO, shares his Exit Planning Process and how he makes recommendations to his business owner clients and the value he gets from being a B

Exit Planning: What Advisors Need To Know

May 31st, 2016 31s

How do you best help your clients exit their business when they want, for the money they need, to the person they choose? Learn from the experience of other advisors. Join JohnBrown and his guest each week as they dive into a real life case an

Mike Coyle - Establishing Goals and Quantifying Resources

May 31st, 2016 21m 10s

On this episode of Exit Planning – What Advisors Need ToKnow, Mike Coyle, a transaction intermediary and Exit Planner in New Hampshire,discusses the importance of working with business owners to establish their personal and financial goals, and

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