Why We Plan John Brown

In this insightful episode of "Why We Plan," host John Brown welcomes Charis Santillie, CFLC, CFT, a life coach specializing in the emotional aspects of Exit Planning for entrepreneurs and business owners. Drawing from her own personal experiences and professional expertise, Charis delves into the often-overlooked emotional challenges business owners face when transitioning away from their companies. This conversation sheds light on the importance of addressing fear, maintaining internal balance, and the role of communication in smoothing the exit process, offering invaluable advice for entrepreneurs and advisors alike.

In this insightful episode of "Why We Plan," host John Brown, founder of BEI, is joined by Kelly Finnell, a distinguished expert in Exit Planning & ESOPs, and a longtime friend of BEI. Discover why ESOPs are not just an exit strategy but a powerful tool for ensuring the continuity of a business while benefiting employees.

In this episode, our host John Brown, founder of BEI, delves into Vince D'Addona's journey and development of his Exit Planning practice, highlighting his expertise in guiding business owners through the complexities of protecting and transferring wealth. They explore critical topics such as the importance of addressing 'gray swan' events, the transformative impact of Exit Planning on client relationships, and the value of aligning business exits with personal goals and aspirations.

"Why We Plan" host John Brown, founder of BEI, discusses the intricacies and importance of Exit Planning with Izak Smith, an experienced Exit Planning advisor. This episode delves into Smith's journey into Exit Planning, highlighting the transformative impact of aligning business owner activities with their ultimate exit goals. Their discussion emphasizes the need for a comprehensive approach involving a team of professionals and underscores the significance of strategic planning, accountability, and a growth mindset in enhancing a company's value and preparing for a successful business transition.

Happy New Year, and welcome to another episode of "Why We Plan"! We're joined by Jim Carlisle, a seasoned lawyer and preeminent member of BEI. With over three decades of experience, Jim shares how his association with BEI has revolutionized his approach to Exit Planning, particularly in mergers and acquisitions. He discusses the transformative impact of integrating Exit Planning into his practice, offering invaluable insights into the creation of a steady deal flow and managing client relationships effectively.

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.