The Exit Planning Coach
The Exit Planning Coach
John F. Dini
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.
Exit Planning With A Background of Portfolio Management
This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. 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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Oct 9, 2023
27 min
ESOPs and The New Generation of Owners | Part 2
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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Sep 4, 2023
26 min
ESOPs and The New Generation of Owners
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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Aug 28, 2023
24 min
A Business Owner's System For Developing A Successful Transition
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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Aug 21, 2023
26 min
Exit Planning With A Background of Portfolio Management
This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. 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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Aug 14, 2023
27 min
Car Dealership Exit Planning | Working With Business Owners
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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Aug 7, 2023
33 min
The Freedom Day Wealth Management Method
This week John speaks with Jeff Kikel, ChFC®, CRPC®, ASBC®, 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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Jul 24, 2023
34 min
How To Handle Client/Advisor Relationships As A 3rd Party
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 – 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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Jul 10, 2023
29 min
Linda Hamilton's Tips For Marketing As An Exit Planner
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 Flow® 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/============================================“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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Jun 26, 2023
24 min
How To Charge $100k Per Year For A Business Succession Plan With Hawley MacLean
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-macleanGo to: https://exitmap.com/meet-the-team/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/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 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/id1637966130Spotify: https://open.spotify.com/show/7G8YOy14dx4EEXIeq8C44TiHeartRadio: https://iheart.com/podcast/100351872 ============================================CONNECT WITH JOHN ON SOCIAL MEDIAYouTube: https://www.youtube.com/channel/UCs5TGbGJCuuoR3piEuahmfgFacebook: https://www.facebook.com/john.f.diniWebsite: https://exitmap.com/ #TheExitPlanningCoach #TheExitMap #JohnDini ============================================Learn more about John: https://exitmap.com/meet-the-team/
Jun 12, 2023
32 min
Load more