Welcome to The Exit Planning Coach, a podcast for financial consultants, advisors, and anyone who works with business owners. Hosted by John F. Dini CExP, CEPA, expect to hear tips and tricks from experts across many areas of business. This is a podcast for beginners just starting and those who have been active in this field for years. Expect episodes weekly across all podcast platforms, as well as YouTube.
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Building EPIC - The Story Behind the Software that Launched Exit Planning
Tuesday, June 24, 2025 • Duration 39:50
Building EPIC: The Story Behind the Software that Launched Exit Planning
In this episode of The Exit Planning Coach Podcast, host John F. Dini interviews Elizabeth Mower, former president of the Business Enterprise Institute (BEI) and the original architect of EPIC—the first exit planning software on the market. Elizabeth shares how her background in law and business led her to a pivotal role in shaping the early exit planning profession. She recounts the creation of EPIC’s planning logic, her unexpected 15-year tenure at BEI, and how that experience inspired her current work at entreVector. The conversation then shifts to the evolving needs of business owners and the workforce, as Elizabeth introduces her latest innovation: Vector Connect, a DIY program designed to bridge the generational gap in employee engagement through community impact initiatives.
Dustin Cordier - Designing a Business You Can Step Away From
Tuesday, April 29, 2025 • Duration 24:54
Designing a Business You Can Step Away From
Dustin Cordier, CEPA, founder of StepZero Coaching, shares his journey from Air Force pilot to aviation entrepreneur to exit planning advisor. He explains the meaning behind "StepZero"—the importance of clarity and intention before taking action—and how these ideas shaped his approach to business growth and exit planning. Dustin discusses why he chose to focus on the aviation industry, the power of niching, and how strong systems allowed his former business to thrive even after he and his partners exited. He also offers advice for business owners and advisors on building companies that create real freedom and options, and how authentic community involvement leads to stronger business development. His insights offer a practical roadmap for anyone looking to create lasting value in both business and life.
Navigating the Descent - John Leonetti on Protecting Wealth and Legacy in Business Exits
Tuesday, March 18, 2025 • Duration 35:48
Navigating the Descent: John Leonetti on Protecting Wealth and Legacy in Business Exits In this episode of the Exit Planning Coach podcast, host John F. Dini interviews John Leonetti, founder and CEO of the International Exit Planning Association (IEPA). Leonetti shares his journey from working in his father's textile business to founding the IEPA after experiencing firsthand the lack of succession planning resources. After obtaining law and finance degrees and working in M&A and wealth management, he wrote "Exiting Your Business, Protecting Your Wealth" and established the IEPA (originally Pinnacle Equity Solutions). The IEPA distinguishes itself by focusing on practical implementation and requiring members to submit actual exit plans for certification. Leonetti emphasizes that successful exit planning isn't just about financial outcomes but about transforming entrepreneurs' lives by helping them prepare for life after business and preserve their legacy.
Sheryl Linck on Time, Purpose, and Planning- Keys to a Successful Business Exit
Tuesday, February 18, 2025 • Duration 25:39
Sheryl Linck Podcast Summary
Time, Purpose, and Planning: Keys to a Successful Business Exit
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Sheryl Linck, a strategy and financial planning specialist at The Trust Company of Tennessee. Sheryl discusses her expertise in comprehensive exit planning, which includes continuity planning, personal financial planning, business planning, and estate planning. She emphasizes the importance of holistic planning for business owners, addressing challenges like time management, family harmony, and post-exit purpose. Sheryl also shares her ideal client profile (businesses with $5M+ in revenue) and advises new exit planners to focus on their expertise and collaborate with a team rather than trying to handle everything alone.
Building Confidence in Owner Services with Brian Trzcinski Rework
Tuesday, January 21, 2025 • Duration 27:52
From Insurance to Exit Planning: Building Confidence in Owner Services
In this episode of The Exit Planning Coach Podcast, John F. Dini interviews Brian Trzcinski, Director of Business Market Development at MassMutual, about the evolution of their business owner services. Brian describes his 18-year journey from traditional insurance planning to comprehensive exit planning, emphasizing how MassMutual helps financial advisors build confidence in serving business owners. He shares insights about their adoption of the Exit Planning Institute's CEPA designation and Value Compass valuation tools, explaining how these resources help advisors have deeper conversations with owners. The discussion covers current challenges including the Connolly decision and Secure Act 2.0 but consistently returns to the core theme of building advisor capability and confidence. Through the conversation, Brian emphasizes that while 95% of financial professionals want to work with business owners, many lack the confidence or experience - a gap that MassMutual's training and tools are designed to bridge.
Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist
Tuesday, December 17, 2024 • Duration 30:34
Building Trust at 23: Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Corwin Davidson, CExP, who transformed from a 23-year-old financial advisor into a seasoned exit planning specialist over the past 11 years. After discovering that business owners would listen to his expertise on buy-sell agreements despite his youth, he expanded his knowledge through BEI certification and now helps owners prepare their businesses for successful transitions. His process typically begins with an "ExitMap" assessment, focusing on clients with at least $500,000 in profitability, particularly in service industries like medical practices, veterinary clinics, and engineering firms. Davidson sources clients primarily through referrals and faces common challenges like unrealistic valuation expectations and owners' reluctance to delegate. He advises new professionals entering the field to master one aspect of exit planning before expanding their expertise, drawing from his own experience of starting with buy-sell agreements before broadening his services.
============================================ Connect with John: https://www.linkedin.com/in/johnfdini/ ============================================ “In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA ============================================ 👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/@theexitplanningcoach6299 ============================================ About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================ SUBSCRIBE TO THE PODCAST: Apple Podcasts: https://podcasts.apple.com/us/podcast/the-exit-planning-coach/id1637966130 Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44T iHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
From Law Practice to Exit Planning Pioneer - A Conversation with John Brown
Tuesday, November 19, 2024 • Duration 29:34
From Law to Legacy: How John Brown Pioneered the Exit Planning Industry In this Exit Planning Coach podcast interview with John F. Dini, John Brown, founder of the Business Enterprise Institute (BEI), shared his journey from Michigan grocery store roots to becoming a pioneer in exit planning. Brown's path led from the Colorado Attorney General's office to founding the law firm Minor and Brown, where his focus on business owners naturally evolved into exit planning expertise. He authored "How to Run Your Business So You Can Leave It in Style," reportedly the first book specifically focused on exit planning, which sold over 200,000 copies. After 12-15 years of law practice, Brown founded BEI, developing it into one of the oldest certifying organizations for exit planners in the US. The organization created proprietary software (EPIC, now called "Planet") to support advisors in comprehensive exit planning. BEI continues to innovate with new initiatives like Owner Based Planning (OBP), focusing on value growth and business continuity. Brown's legacy includes transforming exit planning from an unknown concept to a recognized field, emphasizing the importance of planning beyond traditional buy-sell agreements.
Dan Springers Blueprint for Seamless Owner Exits Reduced
Tuesday, October 15, 2024 • Duration 32:49
Podcast Summary:
Mastering Business Transitions: Insider Secrets from a Wealth Planning Expert Dan Springer's Blueprint for Seamless Owner Exits
In this insightful episode of the Exit Planning Coach podcast, host John F. Dini interviews Dan Springer, Director of the Wealth Planning team at MacLean Financial Group. Dan shares insights on his firm's comprehensive approach to exit planning for business owners, detailing their proprietary "Master Planning Program" - a flexible one-year process covering personal financial planning, contingency planning, business analysis, and strategic visioning. He emphasizes the importance of meeting clients where they are, determining their unique "call to action," and building strategic partnerships to provide holistic services. Dan also introduces the TEAMS acronym (Transition planning, Execute, Adopt, Measure, Success) and discusses strategies for cultivating referrals. He discusses strategies for cultivating referrals. Throughout the discussion, Dan underscores the critical need for a structured, client-centered approach to exit planning, and streses the value of integrating tools like ExitMap into their practice.
How Thomas Taricani Uses Valuation Insights to Enhance Exit Planning for Auto Dealerships
Tuesday, September 17, 2024 • Duration 31:59
Thomas Taricani Podcast Summary
In this informative Exit Planning Coach podcast interview, Tom Taricani, CPA/APV, CVA, CEPA and Principal at Boyer Ritter, shares his expertise in business valuation and succession planning, focusing on the automotive dealership industry. Taricani discusses the challenges of valuing businesses post-COVID-19, emphasizing the need to reconcile historical data with future projections, especially given potential IRS scrutiny. He stresses the importance of timely succession planning, particularly with the approaching sunset of certain tax provisions in 2026 and advises business owners to act promptly to leverage current tax benefits. Taricani also touches on the increasing involvement of private equity in various industries and offers advice to aspiring exit planning professionals, recommending specialization and the cultivation of strong professional networks.
How Scott Barth Transforms Businesses with Long-Term Exit Strategies
Tuesday, August 20, 2024 • Duration 30:14
How Scott Barth Transforms Businesses with Long-Term Strategic Planning
In this episode of the Exit Planning Coach podcast, John F. Dini interviews Scott Barth, an experienced exit planning professional from Colorado. Scott shares his journey from corporate America to becoming an exit planning coach, detailing how he transitioned through consulting and business coaching before finding his passion in exit planning. He discusses the importance of creating valuable, sellable businesses and shares success stories of clients he's helped grow and sell their companies. Throughout the conversation, Scott highlights the transformative power of exit planning for business owners, even those not initially interested in selling, and how it can lead to significant growth and successful exits. The podcast also touches on the evolution of the exit planning industry and the importance of simplifying complex exit planning concepts for business owners.
