Episodes
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In this episode of the Exit Planning Coach podcast, John interviews Tom Jordan, a seasoned advisor who shares his journey from executive compensation work in the banking industry to building a thriving exit planning practice. Tom discusses how he combines exit readiness, value creation, and an innovative "Half-Retire" concept to help business owners explore alternatives to selling their companies outright. He also shares his process-driven "Clarity" approach that incorporates various methodologies, as well as practical tips for marketing an exit planning practice using workshops, compelling content, and assessment tools to engage owners effectively. Throughout the conversation, Tom emphasizes the importance of having a clear strategy and leveraging technology to build a successful practice while maintaining a balanced workload and enjoying the diversity of working with business owners.
Connect with John: https://www.linkedin.com/in/johnfdini/
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âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â John F. Dini, CEXP, CEPA
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đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW! The Exit Planning Coach Podcast: https://www.youtube.com/@theexitplanningcoach6299
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About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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.
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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
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CONNECT WITH JOHN ON SOCIAL MEDIA YouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg Facebook: https://www.facebook.com/john.f.dini Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini
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Learn more about John: https://exitmap.com/meet-the-team/ -
In this episode of the Exit Planning Coach podcast, John interviews Mark Ahern, founder and president of AMP Business Valuations. Mark shares his journey from commercial lending to business valuation and exit planning. He discusses how performing valuations led him to recognize the need for exit planning services, as many business owners were leaving money on the table. Mark explains his process of providing a certified "baseline valuation" and then identifying opportunities for value growth. He also shares insights on different types of valuations, the challenges of finding clients in the exit planning space, and the importance of clearly articulating one's unique service offering. Throughout the conversation, Mark emphasizes the value of building authentic relationships with clients and educating referral sources about the benefits of exit planning.
Connect with John: https://www.linkedin.com/in/johnfdini/
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âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast on You Tube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfg
The Exit Planning Coach Podcast on Spreaker: https://www.spreaker.com/podcast/the-exit-planning-coach--5627697
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About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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.
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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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
Missing episodes?
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This week, John speaks with Brett Andrews Brett Andrews, CWSâą,CEPAÂź,CExPâą,NQPAâą. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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.
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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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 2 of a 2 part conversation with Kelly.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 1 of a 2 part conversation with Kelly.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Steve Duke. Steve is a CGES, a CMAP, and more. Steve lives in North Carolina and started his career out as an engineer. He then moved into management, sold a marketing firm, and is now a part of Duke Business Advisors, joining the exit planning space.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Brett Andrews Brett Andrews, CWSâą,CEPAÂź,CExPâą,NQPAâą. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner.
Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with David Brackenbury, CFBS, of Dealer Exit Planning Associates. David primarily focuses on helping auto dealerships with the troubles they face so that they can exit successfully.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week John speaks with Jeff Kikel, ChFCÂź, CRPCÂź, ASBCÂź, NQPA. Jeff is the president of Freedom Day Wealth Management, and the creator of the Freedom Day Method (tm). Jeff has 17 years in the financial services industry and began Freedom Day in 2015, writing 6 books already, with a 7th on the way.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John is joined by David Jean, CExP, CPA, CCIFP; James Moore, JD, CExP, CEPA & Mike Leannah, CExP to discuss the following question: As an attorney, a CPA, or a business consultant â if you were asked to assist with a client and discovered they had an existing advisor in your profession who is unqualified to advise the client, what actions could you take?
Connect with David: https://arbcpa.com/david-jean/
Connect with James: https://mooreandkerbawy.com/our-firm/
Connect with Mike: https://businessvaluestrategies.com/about/
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Linda A. Hamilton, CPA, CGMA, CEPA to discuss how she helps her clients (primarily female business owners) plan their futures. Linda is a specialist in Critical Client FlowÂź and Concierge Level Systemology, which she talks about in this episode. Linda practices in Manhattan and Ft. Lauderdale.
Connect with Linda: https://www.lahcpas.com/
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Hawley Maclean. Hawley is an accomplished entrepreneur, a senior executive, a board member for many different organizations, and has over 35 years in financial planning and exit planning.
Connect with Hawley: https://www.macleanfinancialgroup.com/team/hawley-maclean
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Joe Markovitch, CExP, BCom, to discuss how he went from owning a bakery, to helping others exit their businesses. Joe has over 30 years of business experience, and exited his own business with BEI training. He was also a business instructor at Vancouver Community College, and is Senior Advisor at Wardell International.
Connect with Joe: https://www.joeco.ca/
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Matt Di Francesco of High Lift Financial, to discuss how he got into his niche of collision repair businesses, the importance of clear goals, and more. Matt has over 15 years of experience in exit planning, and even has a podcast of his own.
Connect with Matt: https://highliftfinancial.com/meet-your-team/
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Mark Hegstrom. Mark is the Founder of Business Owner Succession Strategies (B.O.S.S.). Mark is a CEPA, he's an accredited investment fiduciary, and his Bachelor of Arts is in economics from the University of Minnesota. In Mark's bio, it states that he will retire on a specific date, at a specific time. In this episode, John talks to Mark about how he was able to plan this far ahead, how it has helped him look at his business, and how he helps other business owners do the same.
Connect with Mark: https://businessownersuccessionstrategies.com/mark-hegstrom-aif-cdfa/
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Steven Eschbach about his exit planning journey. Steven has written multiple books on the matter, and has helped a multitude of different companies plan, prep, and exit.
Reach out to Steve: https://www.tworld.com/agent/steveneschbach/
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John is joined by James Maher, founder of Archford Capital Strategies. James has earned a total of 7 certifications and designations along with his advanced degree; 3 are the highest obtainable in the retirement-plan benefit area. In this episode, James talks about the unique approach he and his team take to exit planning.
Reach out to James: https://archfordcapital.com/team/james-d-maher/
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks with Steven Zeller, Co-Founder, President and Senior Wealth Advisor for Zeller Kern Wealth Advisors. Steven brings 26 years of experience in exit planning, but even before that, was a territory manager for a Fortune 500 consumer products company. Steve understands retail, product promotion, and more, which he brings into his career in exit planning.
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John is joined by Paul Visokey of Stony Hill Advisors. Paul is a business broker with a wonderful approach to business brokerage. Paul discusses his strategies, the clients he chooses to work with, and more in this episode.
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ -
This week, John speaks to James Moore. James has over 30 years of experience in estate planning, business succession planning, and tax as an atorney. James speaks about his journey in exit planning, his advice for new exit planners, and marketing strategies that have worked for him.
Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
âIn the past decade surveys have shown that 75% of former business owners are âunhappyâ or âhave regretsâ 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.â
John F. Dini, CEXP, CEPA
============================================
đSubscribe To The Channel By Clicking Below!đ CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!
The Exit Planning Coach Podcast: https://www.youtube.com/playlist?list=PLIVA4ISmnDEVX0osdlLL6ZuO9T8tVTA5-
Interviews With Experts: https://www.youtube.com/playlist?list=PLIVA4ISmnDEXAbSaPG4442-TV05_X10VJ
============================================
About John: John is the leader of MPN, the parent company of ExitMapÂź 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 BoardÂź peer groups in that organizationâs 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
Facebook: https://www.facebook.com/john.f.dini
Website: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================
Learn more about John: https://exitmap.com/meet-the-team/ - Show more
