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.Podcasts
Exit Planning Evolution: Jim Carlisle's Transformative Journey
Published: Jan. 4, 2024, 3 p.m.Duration: 12 minutes 38 seconds
Listed in: Business
Strategic Insights: Bruce Willey's Path in Exit Planning
Published: Dec. 21, 2023, 3 p.m.Duration: 11 minutes 58 seconds
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Planning the Future: A Newcomer's Journey in Exit Planning with Simon Horowitz
Published: Nov. 30, 2023, 3 p.m.Duration: 11 minutes 27 seconds
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Unlocking Business Growth: The Art of Delegation with Stuart Sorkin
Published: Nov. 9, 2023, 3 p.m.Duration: 25 minutes 11 seconds
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Charting Successful Exits: Ken Rumbaugh's Journey with Business Owners
Published: Oct. 26, 2023, 2 p.m.Duration: 12 minutes 47 seconds
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The Power of ESOPs: Navigating Business Exit Strategies with David Blauzvern
Published: Oct. 12, 2023, 2 p.m.Duration: 15 minutes 25 seconds
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Boosting Business Value: A Dive into Strategic Planning with George Sandmann
Published: Sept. 28, 2023, 2 p.m.Duration: 20 minutes 10 seconds
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Deferring Taxes with Section 453: A Key Element of Exit Planning
Published: June 15, 2023, 2 p.m.Duration: 5 minutes 22 seconds
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Sharpening Your Exit Planning Skills: Educational Tools and Techniques
Published: May 11, 2023, 2 p.m.Duration: 6 minutes 43 seconds
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Exploring Alternatives to Selling Your Business
Published: April 13, 2023, 2 p.m.Duration: 9 minutes 6 seconds
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Maximizing Profits through Tax Planning: Insider Plan Spreadsheet
Published: March 30, 2023, 2 p.m.Duration: 12 minutes 20 seconds
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Plan Your Exit: Expert Advice for Transitioning Out of Business Ownership
Published: March 16, 2023, 2 p.m.Duration: 12 minutes 4 seconds
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Streamlining the Exit Planning Process: Insights from a First-Year BEI Member
Published: March 2, 2023, 4 p.m.Duration: 16 minutes 24 seconds
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Adding Exit Planning to Your Practice: Why It's Crucial for Business Owners
Published: Feb. 16, 2023, 3 p.m.Duration: 12 minutes 54 seconds
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Exiting on Your Terms: The Thoughtful Approach to Family Business Continuity Planning
Published: Feb. 2, 2023, 3 p.m.Duration: 12 minutes 36 seconds
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Maximizing the Value of Your Business
Published: Jan. 19, 2023, 3 p.m.Duration: 21 minutes 51 seconds
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Presence is Paramount in Exit Planning
Published: Jan. 5, 2023, 2 p.m.Duration: 10 minutes 54 seconds
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Exit Planners Play Offense & Defense
Published: Dec. 15, 2022, 3 p.m.Duration: 13 minutes 29 seconds
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The Benefits of Bringing Business Continuity to the Table
Published: Dec. 1, 2022, 3 p.m.Duration: 11 minutes 30 seconds
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The Value of a Proven Process and a Professional Network
Published: Nov. 17, 2022, 3 p.m.Duration: 11 minutes 31 seconds
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Balancing Economical & Emotional Decisions in Family Business Planning
Published: Nov. 3, 2022, 2 p.m.Duration: 15 minutes 21 seconds
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The Evolution of ESOPs as an Exit Path
Published: Oct. 20, 2022, 2 p.m.Duration: 13 minutes 18 seconds
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Structured Installment Techniques in an Exit Plan
Published: Oct. 6, 2022, 7:30 p.m.Duration: 14 minutes 53 seconds
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Creating an Exit Planning Reputation
Published: Sept. 22, 2022, 3 p.m.Duration: 14 minutes 10 seconds
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Exit Planning Demand Differentiates Your Practice
Published: Sept. 8, 2022, 3 p.m.Duration: 28 minutes 59 seconds
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What is The Business Actually Worth?
Published: Aug. 25, 2022, 2 p.m.Duration: 19 minutes 42 seconds
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Find Your Niche Market of Clients
Published: Aug. 11, 2022, 2 p.m.Duration: 14 minutes 7 seconds
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How to be Successful in Your First Year as an Advisor
Published: July 28, 2022, 2 p.m.Duration: 15 minutes 2 seconds
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Everything You Need to Know About Business Valuations
Published: July 14, 2022, 2 p.m.Duration: 33 minutes 34 seconds
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Even Advisors Need an Exit Plan Too
Published: June 30, 2022, 2 p.m.Duration: 22 minutes 38 seconds
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How Can the Certified Exit Planner Designation Change Your Practice?
Published: June 16, 2022, 4:31 p.m.Duration: 11 minutes 59 seconds
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Work Toward Proving Your ROI as an Exit Planning Advisor
Published: June 2, 2022, 2 p.m.Duration: 22 minutes 57 seconds
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Exit Planning for Women Business Owners
Published: May 19, 2022, 2 p.m.Duration: 14 minutes 2 seconds
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The Deal is Not Everything
Published: May 5, 2022, 2 p.m.Duration: 15 minutes 42 seconds
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831(b) Plans Give Owners More Exit Options
Published: April 21, 2022, 2 p.m.Duration: 21 minutes 7 seconds
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The Longer the Runway, the Bigger the Plane
Published: April 7, 2022, 2 p.m.Duration: 21 minutes 14 seconds
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Ingredients for Business Growth: People and Process
Published: March 24, 2022, 2 p.m.Duration: 25 minutes 5 seconds
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Are Your Business Owner Clients Prepared for Retirement?
Published: March 10, 2022, 3 p.m.Duration: 12 minutes 21 seconds
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The Highest Bidder is Not Always the Best Buyer
Published: Feb. 24, 2022, 3 p.m.Duration: 11 minutes 51 seconds
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Business Relationships Move at the Speed of Trust
Published: Feb. 10, 2022, 3 p.m.Duration: 13 minutes 42 seconds
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Protect, Preserve, and Pass Along Wisdom
Published: Jan. 27, 2022, 3 p.m.Duration: 23 minutes 15 seconds
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A Great Employee Does Not Always Make a Good Owner
Published: Jan. 13, 2022, 3 p.m.Duration: 19 minutes 31 seconds
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Help Your Clients Find Clarity
Published: Dec. 30, 2021, 3 p.m.Duration: 23 minutes 47 seconds
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Planning is a Marathon, Not a Sprint
Published: Dec. 16, 2021, 3 p.m.Duration: 13 minutes 44 seconds
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Let the Plan Unveil Itself
Published: Dec. 2, 2021, 3 p.m.Duration: 24 minutes 48 seconds
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Look Out for Signs of Owner Burnout
Published: Nov. 18, 2021, 3 p.m.Duration: 10 minutes 40 seconds
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Inspiring a Future Beyond the Business
Published: Oct. 28, 2021, 2:47 p.m.Duration: 19 minutes 54 seconds
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What Business Owners Dont Know About Their Businesses...The Big Picture
Published: Oct. 14, 2021, 2 p.m.Duration: 19 minutes 46 seconds
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How to Make the Due Diligence Process More Efficient
Published: Sept. 30, 2021, 2 p.m.Duration: 18 minutes 12 seconds
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Improve Your Practice with a 1-Degree Shift
Published: Sept. 16, 2021, 2 p.m.Duration: 18 minutes 32 seconds
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Are You Using LinkedIn Properly?
Published: Sept. 2, 2021, 2 p.m.Duration: 38 minutes 44 seconds
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Best Practices to Enhance your Practice Through Referrals
Published: Aug. 19, 2021, 2 p.m.Duration: 21 minutes 38 seconds
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Preparation is Key
Published: Aug. 5, 2021, 2 p.m.Duration: 28 minutes 34 seconds
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Changes to Expect from the Biden Administration
Published: July 22, 2021, 2 p.m.Duration: 18 minutes
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The Longer Owners Delay, The Less Options They Have
Published: July 8, 2021, 2 p.m.Duration: 23 minutes 32 seconds
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Know Your Target Audience
Published: June 24, 2021, 2:30 p.m.Duration: 27 minutes 59 seconds
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Two Sides of The Same Coin: Mitigate Risk vs Building Value
Published: June 10, 2021, 2 p.m.Duration: 16 minutes 33 seconds
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Create a Partnership for Life
Published: May 27, 2021, 4:03 p.m.Duration: 15 minutes 20 seconds
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Provide More Value to Your Clients
Published: May 13, 2021, 3:25 p.m.Duration: 18 minutes 55 seconds
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The Arrival of the Silver Tsunami
Published: April 29, 2021, 2 p.m.Duration: 30 minutes 55 seconds
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Protecting Your Clients from Their Own Bad Decisions
Published: April 15, 2021, 2:36 p.m.Duration: 18 minutes 26 seconds
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Friction Among Family Members
Published: March 31, 2021, 6:35 p.m.Duration: 25 minutes 24 seconds
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When Children Are Not Interested in the Family Business
Published: March 18, 2021, 2 p.m.Duration: 24 minutes 8 seconds
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What is Transferable Value?
Published: March 4, 2021, 3 p.m.Duration: 23 minutes 13 seconds
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What Is "The Gap"
Published: Feb. 18, 2021, 3 p.m.Duration: 24 minutes 43 seconds
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Planning for Forever Owners
Published: Feb. 4, 2021, 3 p.m.Duration: 19 minutes 24 seconds
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When to Start Planning an Exit
Published: Jan. 21, 2021, 3 p.m.Duration: 25 minutes 9 seconds
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The Unintended Consequences
Published: Dec. 30, 2020, 9:45 p.m.Duration: 18 minutes 7 seconds
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Be Open to Change
Published: Dec. 3, 2020, 3 p.m.Duration: 26 minutes 10 seconds
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Utilize Your Resources
Published: Nov. 19, 2020, 3 p.m.Duration: 29 minutes 59 seconds
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Feeling Out of Control
Published: Nov. 5, 2020, 3 p.m.Duration: 18 minutes 54 seconds
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Closing the Gap
Published: Oct. 22, 2020, 2 p.m.Duration: 22 minutes 37 seconds
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Help Your Clients Make Time for Planning
Published: Oct. 8, 2020, 3 p.m.Duration: 19 minutes 20 seconds
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How Family Dynamics Can Change Without a Proper Succession Plan
Published: Sept. 24, 2020, 3:22 p.m.Duration: 21 minutes 40 seconds
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Be Proactive, Not Reactive
Published: Sept. 10, 2020, 2 p.m.Duration: 20 minutes 7 seconds
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Discover Tax Minimization Techniques
Published: Aug. 13, 2020, 2 p.m.Duration: 15 minutes 29 seconds
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Plan with the End in Mind
Published: July 30, 2020, 2 p.m.Duration: 18 minutes 6 seconds
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A Good Place to Start
Published: July 16, 2020, 2 p.m.Duration: 26 minutes 30 seconds
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Why We Dont Plan
Published: July 2, 2020, 2 p.m.Duration: 15 minutes 34 seconds
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Effective Strategies to Motivate Owners to Begin the Planning Process
Published: June 18, 2020, 3 p.m.Duration: 18 minutes 10 seconds
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Avoiding an Unexpected Change of Heart
Published: June 4, 2020, 3 p.m.Duration: 19 minutes 23 seconds
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How to Avoid Common Family-Owned Business Challenges with Adequate Planning
Published: May 21, 2020, 2 p.m.Duration: 17 minutes 20 seconds
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What to Consider When Selling Your Company to Your Children
Published: May 6, 2020, 4:55 p.m.Duration: 20 minutes 48 seconds
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Supporting Struggling Owners Affected By The COVID-19 Crisis with Tom Stewart
Published: April 17, 2020, 8:20 p.m.Duration: 21 minutes 20 seconds
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Sharing Your Exit Plan With All Parties Involved - Including Family Members
Published: April 9, 2020, 2 p.m.Duration: 16 minutes 45 seconds
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Addressing Attorney's Challenges With Family-Owned Businesses
Published: March 25, 2020, 2 p.m.Duration: 26 minutes 36 seconds
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The Importance of Business Analysis During Exit Planning
Published: March 11, 2020, 2 p.m.Duration: 18 minutes 37 seconds
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Challenges of Selling Your Family Business
Published: Feb. 26, 2020, 3 p.m.Duration: 17 minutes 5 seconds
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The Most Common Challenges of Exit Planning
Published: Feb. 12, 2020, 3 p.m.Duration: 17 minutes 58 seconds
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Getting the Attention of Business Owners
Published: Jan. 29, 2020, 3 p.m.Duration: 25 minutes 8 seconds
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Impact of the Economy and Accounting Rules on Valuation
Published: Jan. 16, 2020, 3 p.m.Duration: 16 minutes 39 seconds
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Why Should I Work With Someone Half My Age?
Published: Jan. 2, 2020, 3:28 p.m.Duration: 15 minutes 25 seconds
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Getting in Front of Clients and Starting the Conversation Right
Published: Dec. 19, 2019, 5:37 p.m.Duration: 15 minutes 36 seconds
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What Confuses Owners About Exit Planning?
Published: Dec. 5, 2019, 8:22 p.m.Duration: 17 minutes 28 seconds
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How to Plan So That No One Misses Out on Success
Published: Nov. 21, 2019, 10:32 p.m.Duration: 20 minutes 30 seconds
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What Is the Exit Planning Process
Published: Nov. 11, 2019, 6:21 p.m.Duration: 23 minutes 1 second
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Thats Not Fair and Other Unforeseen Exit Planning Problems
Published: Oct. 24, 2019, 2 p.m.Duration: 17 minutes 28 seconds
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I Know I Need to Plan. Just Not Now. Addressing Procrastination
Published: Oct. 10, 2019, 2:32 p.m.Duration: 18 minutes 4 seconds
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The Most Frustrating and Rewarding Clients to Work With
Published: Sept. 26, 2019, 2:09 p.m.Duration: 23 minutes 34 seconds
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From Ownership to Entry-Level Retail: Avoiding Devastating Mistakes
Published: Sept. 12, 2019, 2:27 p.m.Duration: 25 minutes 49 seconds
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Shaping an Owners Mind-Set to Create Future Success
Published: Aug. 29, 2019, 2:08 p.m.Duration: 26 minutes 6 seconds
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Preventing Backstabbing and Other Avoidable Risks
Published: Aug. 8, 2019, 2:28 p.m.Duration: 28 minutes
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Counting Gravel Pits and Other Places NOT to Start the Exit Planning Conversation
Published: July 25, 2019, 2:42 p.m.Duration: 22 minutes 59 seconds
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The Most Important Aspect of Exit Planning
Published: July 11, 2019, 6:13 p.m.Duration: 14 minutes 45 seconds
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