Mastering Exit Planning - Fletcher Brown on Strategies, Tools, and BEI's Vision with your host, Wayne Zell

Fletcher Brown shares his journey to become the CEO of BEI (the training site for exit planners) and the importance of his father's book "How to Run Your Business So You Can Leave It in Style." Fletcher shares the seven steps of exit planning and discuss BEI's services, membership benefits, and Fletcher's vision. The conversation covers Fletcher's experience with BEI's PlanIt software, the development of an exit planning process, and the value of monthly technical webcasts and coaching for BEI members.

Chapters:

0:00 Introduction of Fletcher Brown and his journey in exit planning

2:34 The significance of "How to Run Your Business So You Can Leave It in Style"

6:00 Overview of the seven steps of exit planning

17:29 BEI's services, membership benefits, and Fletcher Brown's vision

20:38 Fletcher's experience and introduction to BEI's planet software

23:19 Developing an exit planning process

25:19 Monthly technical webcasts and coaching for BEI members

26:01 Key needs for an exit planner and contact information

27:12 Closing remarks

Key Points:

- Understanding and defining exit objectives is crucial for business owners to successfully transition out of their companies.

- Growing business value and minimizing risk are essential steps that often require motivating and retaining key employees to ensure the business can operate without the owner's daily involvement.

- Implementing a structured exit planning process with clear deliverables and ongoing coaching can significantly enhance the likelihood of achieving a smooth and successful business transition.

🎧Blueprint for Wealth: https://www.zelllaw.com/learning-center/entrepreneur-interviews/

🎧YouTube Video: https://youtu.be/FhRtt8nsnZY

Connect with Wayne Zell:

Website: https://www.waynezell.com/

Website: https://www.zelllaw.com

Website: https://www.aspiretoexit.com/

LinkedIn: https://www.linkedin.com/company/zelllaw/

Instagram: https://www.instagram.com/zelllaw?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==

Facebook: https://www.facebook.com/blprt4wealth/

Connect with Fletcher Brown:

Website: https://exitplanning.com/

LinkedIn: https://www.linkedin.com/in/fletcherbrown1

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