THE AUDIO LIBRARY
EXIT PLANNING STRATEGIES

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1 MINUTE HIGHLIGHTS

Addison Adams - Review Vendor and Customer Contracts for Transfer Restrictions - 1m

The Headwinds That Make It Harder To Sell Your Business - Part 1 - John Brown

Every Plan A Needs a Strong Plan B (1m) Jim Brubaker

How the 7 Step Exit Planning Process Was Developed - John Brown (1Min)

Start Your Plan With The End Goal In Mind (1m) Jim Brubaker

Phillip Boggess - Planning First Steps

 Phillip Boggess (1 min highlight) Starting a Business? Start With The End in Mind

What Business Buyers Look For (1m) Ace Chapman

Peter Christman (1m)

Continuity Planning is a Necessary Component of Exit Planning - (1M) Mark Dorman -

The Perfect Business Exit Solution (1m) Heath Frantzen

Increase Business Value 30% in the Year Leading up to Sale (1M) Tawnya Gilreath

What Are Answers to the 5 Questions Your Spouse Will Ask if You Die? (1m) Jim Immel

Five Years from Exit? What should you do RIGHT NOW? (1m) Jane Johnson

Start Your Exit Plan Early with a Vision of Your Future - Chris Kramer

Common Exit Paths - Which One Are You On? (1m) Chris Kramer

Exit Planning Requires an Organized Process (1m) Leo Klijn

Employee Considerations When Exit Planning - John Livingston

Exit Planning Should Always Be On Your Mind (1m) Michael Pfeffer.

Roger Royse - Today’s Start-ups need to prepare for Exit Early 1m

When in Doubt - Document Everything (1m) Roger Royse

Christopher Scully - Preparing For Winding Down of Your Business

Common Oversights That Can Kill A Business Sale (1m) Hans Sperling

Practice Your Steps Before You Get To The Big Dance (1m) Terry Shope

The Finish Line is Important But Where Is The Start Line? (1m) Kevin Weir

Real Planning Takes a Team Of Specialists (1m) Michael Wittick

 

20 MINUTE INTERVIEWS

3 Structures for the Sale of Your Business - Addison Adams (20Min)

Personalizing Liquidity - Bob Anderson

Jeffrey Appleman - What You Should do Prior to Your Decision to Exit

Nellie Akalp - When, Why, and How to Incorporate

Aleen Bayard - Planning Your Exit Should Be Part of Your Annual Planning

(18m) Bill Black - Common Knowledge from Our First 100 Advisor Interviews

Exit Planning Pays Long-Term Dividends - Bill Black

Chris Bond - Why Over 60% of Businesses Aren’t Sale-Ready and What To Do About It

Exit Preparedness - Don Burzen

Jim Brubaker - Be Prepared to Be Flexible When Planning Your Exit

3 Reasons Why It’s Harder to Exit Now Than It Was 10 Years Ago - John Brown (20Min)

Franchising Your Business - Jack Bass

John Brown - What Business Owners Need to Know About Selling Today

What Is Exit Planning? - John Brown

What to Know Before You Buy A Franchise (20m) Josh Brown

Liz Bentley - Succession Planning

Steve Beatty - Put Away the Cookie Cutter - This is a Custom Planning Job

The Ultimate Business Owner Planner (20m) Steve Beatty

Phillip Boggess (1 min highlight) Starting a Business? Start With The End in Mind

Working With Your TPA - Laura Carnes

Search Funds Can Be an Attractive Transition Strategy - Matthew Capell

Exit Planning as a Major Part of Your Business Strategy (20m) Peter Christman

Peter Christman - The Master Plan

Buying in the Business Market - Jim Deshayes

Jim Doty - The Need for Checklists in Exit Planning

Small and Mid-Market Business Sale Preparation (20m) Jed Davis

A Legacy Must be Created Carefully and Slowly to Last - Mark Dorman (20Min)

Mark Dorman - Tips to Prepare You for Exit Planning

The Importance of Planning and Continuity - Mark Dorman

What Does It Take to Get Out of The Self-Employment Trap? (15) Patty DeDominic

Turning Roadblocks Into Roadmaps - Daniel Feiman

The Importance of Periodic Reviews and Second Opinions - Gregory Freeman

Heath Frantzen - The Future Crowded Marketplace and a Solution

Sale Fail - Heath Frantzen

The Perfect Business Exit Solution (20m) Heath Frantzen

Ultimate Business INTERVIEW (20m) Heath Frantzen

John Foley - Are You Looking Forward To Buyers Looking Backwards?

Exit Planning Consulting - Mike Fischer

How a Financial Architect Would Build Your Planning House (1m) Heath Goldman

Position Your Company for a Premium Exit (20m) Tom Gledhill

Ready to Sell Your Business? Not So Fast - Cliff Horwitz

Specialized Management for Companies in Transition Help Navigate Treacherous Waters - Cliff Horwitz

Specialized Management for Companies in Transition Help Navigate Treacherous Waters - Cliff Horwitz

Pothole Analysis and Value Enhancement - David Humphrey

George Hicks - Why Didn’t The Sale Happen?

Investing in Exit Planning - Peter Hickey

Building Retirement Plans That Help Employees Finish Strong - Tim Hollinger

Are You Being Asked The Right Questions? - Jim Immel

Ask The Right Questions to Get The Right Answers - Jim Immel

How to Plan a Successful Ownership Transition (20m) Jane Johnson

Selling Your Business for More (20m) Mindy Jones

A Tidal Wave of Business Transfers is Coming - Will You Surf or Drown? - Jason Kwiatkowski

Leo Klijn - What Do You Think Of When We Say Exit?

Leo Klijn - In Any Event Start Exit Planning Early

Clarke Langrall - Exit Planning - The Ultimate Event

Post-sale liquidity… Now what? - Jonathan Levy

Barry Moniak - Begin With The End in Mind

John Murphy - Think Like A Buyer

John Murphy - Would YOU Buy Your Business For Top Dollar?

What To Do Before The Buyer Calls - John “Murph” Murphy

Peter Mehit - The Three Times You Need a Business Plan

Peter Mehit - Three Things to Avoid When Launching a Business

Exit Planning Takes Time - Rick MacBarron

Exiting Your Business in Style - It’s a Matter of Choice, Not Chance - Rick MacBarron

Stacey McKibbin - How To Transition Your Professional Practice

Are You Ready for a Venture Capitalist? (20m) John Nelson

Kresimir Peharda - Preparing to Sell Your Business

Michael Pfeffer - You Built It - Now Maximize It!

Exit Planning from a CFO’s Perspective - Arthur Rothberg

You Might Be Ready to Leave, But is Your Business Ready? - Joan Ridley

Exit Planning is a Blue Ocean Planning Activity: Christopher Snider

Retiring Your Business (20m) Christopher Scully

David Sherak - As You Begin Your Planning Don’t Overlook These Points

Joe Siecinski - Of The Four Pillars Of Planning, Start With Your Time

Narrowing Down Your Exit Strategy - Ken Stiefler

Michael Schwerdtfeger - Preventing Buyer’s (and Seller’s) Remorse

The SBA and SCORE - Available, Accessible and an Amazing Resource (20m) Ellen Thrasher

Successful Exit Planning Takes Time and Effort - Louis Tucci

Louis Tucci - An Exit Plan is Like a GPS Directing You to Your Post-Business Life

The Biggest Mistake is Not Starting Sooner (1m) Louis Tucci

Staying Valuable After Retirement - Raj Tumber

The Impact of Exit Panning - Craig West

Focus on Growing Your Transferrable Value if You Want to Sell - Kevin Weir

Family Business Communication Is The Key To Succession Success (20m) Pete Walsh