Strategic Insights: Bruce Willey's Path in Exit Planning Why We Plan

In this insightful episode of "Why We Plan," host John Brown, founder of BEI, is joined by Bruce Willey, an experienced attorney and CPA. They delve into the nuances of exit planning, exploring Bruce's journey and the role BEI has played in his career. The discussion covers the importance of building a network of advisors, the dynamics of third-party sales versus insider transfers, and the impact of these decisions on business succession. Bruce shares his personal preference for insider transfers, emphasizing the value of keeping businesses within families or with those who have contributed to their growth. The episode concludes with Bruce offering sage advice to aspiring exit planners, highlighting the importance of patience and truly understanding client needs.