The Exit Planning Coach
The Exit Planning Coach
John F. Dini
David Jean - Buy-Sell Agreements: Lessons from the Real World
22 minutes Posted Jul 7, 2026 at 2:00 pm.
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Show notes
This episode of the ExitMap Podcast focuses on one of the most overlooked—and potentially costly—aspects of exit planning: poorly written or poorly funded buy-sell agreements. John Dini, CExP, CEPA, CBEC, CEMC, the Exit Planning Coach, interviews CPA and Certified Exit Planner David Jean, who shares real-world stories illustrating how vague language, flawed valuation formulas, missing signatures, unfunded obligations, and outdated agreements can create significant financial and legal problems. Together they outline the key provisions every advisor should review to help protect owners, their families, employees, and the business itself.