Exit Planners Play Offense & Defense
In this episode of Why We Plan, John Brown interview Randy M. Long, J.D., CFP\xae, CExP\u2122 of Long Business Advisors on his experience in Exit Planning. Randy\u2019s perspective is built upon an extensive background of 30+ years in law and finance, which enables him to help business owners build and transition their business, allowing them to create a family business legacy. \nRandy believes that the key to building trust and working towards achieving aspirational goals comes down to a focus on culture. This focus, plus his foundational Exit Planning training with BEI has positioned him to take on both the offense and defense role in each Exit Planning engagement. Knowing how to bring the right players to the table, leveraging network connections, and properly issue-spotting for his clients have ultimately helped many owners find success with their \u201cone shot\u201d at a meaningful business exit. \n\nTo learn more about Randy's work, visit his website: https://www.thebraveheartbusiness.com