Exit Planning Evolution: Jim Carlisle's Transformative Journey
Happy New Year, and welcome to another episode of "Why We Plan"! We're joined by Jim Carlisle, a seasoned lawyer and preeminent member of BEI. With over three decades of experience, Jim shares how his association with BEI has revolutionized his approach to Exit Planning, particularly in mergers and acquisitions. He discusses the transformative impact of integrating Exit Planning into his practice, offering invaluable insights into the creation of a steady deal flow and managing client relationships effectively.