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Why We Plan

Why We Plan

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A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.

Recent Episodes

  • The Emotional Maze of Exit Planning with Charis Santillie, CFLC, CFT

    1 month ago

  • Breeds of Exit Planning: An ESOP Conversation with Kelly Finnell

    2 months ago

  • The Art of High Wealth Estate Planning: Insights from Vince D'Addona

    3 months ago

  • Empowering Business Owners: Exit Planning Opportunities with Izak Smith

    3 months ago

  • Exit Planning Evolution: Jim Carlisle's Transformative Journey

    4 months ago

  • Strategic Insights: Bruce Willey's Path in Exit Planning

    4 months ago

  • Planning the Future: A Newcomer's Journey in Exit Planning with Simon Horowitz

    5 months ago

  • Unlocking Business Growth: The Art of Delegation with Stuart Sorkin

    5 months ago

  • Charting Successful Exits: Ken Rumbaugh's Journey with Business Owners

    6 months ago

  • The Power of ESOPs: Navigating Business Exit Strategies with David Blauzvern

    6 months ago