The Exit Planning Coach

Welcome to The Exit Planning Coach, a podcast for financial consultants, advisors, and anyone who works with business owners. Hosted by John F. Dini CExP, CEPA, expect to hear tips and tricks from experts across many areas of business. This is a podcast for beginners just starting and those who have been active in this field for years. Expect episodes weekly across all podcast platforms, as well as YouTube.

The Exit Planning Coach is a business podcast hosted by Unknown Host, with 57 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The Exit Planning Coach, a business show with 57 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The Exit Planning Coach

  Kelly Finnell - Keeping the Business in the Family

  Aug 17, 202627 min

  Kelly Finnell Podcast Summary: Keeping the Business in the Family: Kelly Finnell on ESOPs How ESOPs can create liquidity, preserve family ownership, and balance the competing needs of active and inactive children In this episode of The ExitMap Podcast, ESOP expert Kelly O. Finnell, J.D., CLU, AIF®, President & CEO of EFS ESOP Consultants, LLC joins John F. Dini, CExP, CEPA, CBEC to explore how ESOPs can help solve one of the toughest family business challenges: balancing the needs of active and inactive children. They discuss how an ESOP can provide liquidity for family members who are not involved in the business while allowing the next generation of leadership to maintain operational control and position the company for continued growth. The conversation also covers ownership, governance, estate planning, and the significant tax advantages that can make ESOPs a powerful family business succession strategy.

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  The Exit Planning Coach

  Mike Huey - From Founder-Led to Sale-Ready

  Jul 29, 202631 min

  Mike Huey: From Founder-Led to Sale-Ready Helping business owners build scalable companies buyers want to own. In this episode of the ExitMap Podcast, John F. Dini talks with Mike Huey, founder of Scalable Sales Solutions, about why scalable sales systems and exit planning should go hand in hand. Mike explains how reducing founder dependence, building repeatable sales processes, and increasing enterprise value prepare a company not only for growth but also for an eventual sale. The conversation also explores the importance of helping owners develop a meaningful vision for life after the business, effective referral-based marketing, maintaining exceptional client relationships, and practical advice for advisors entering the exit planning profession. Throughout the discussion, Mike emphasizes that owners should begin preparing for an exit long before they think they're ready to sell.

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  The Exit Planning Coach

  David Jean - Buy-Sell Agreements: Lessons from the Real World

  Jul 7, 202623 min

  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.

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  The Exit Planning Coach

  Blair Koch Podcast- Blair Koch: From Owner Dependence to True Business Freedom

  May 13, 202636 minS0

  <br />In this episode of the ExitMap Podcast with John F. Dini, Blair Koch, Managing Partner of TAB Denver West,  shares her approach to helping business owners move from dependence to true independence by strengthening leadership teams and shifting decision-making away from the owner. She emphasizes that most barriers to transition are self-imposed—owners struggle to let go, even when their teams are capable. Through a coaching-based approach rooted in deep relationships and thoughtful questioning, Koch helps owners clarify both business and personal goals, often years before an exit. The conversation highlights key signals that owners are ready to step bac...

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  The Exit Planning Coach

  From Owner Dependence to True Business Freedom

  May 12, 202612 minS0

  <br />In this episode of the ExitMap Podcast with John F. Dini, Blair Koch, Managing Partner of TAB Denver West,  shares her approach to helping business owners move from dependence to true independence by strengthening leadership teams and shifting decision-making away from the owner. She emphasizes that most barriers to transition are self-imposed—owners struggle to let go, even when their teams are capable. Through a coaching-based approach rooted in deep relationships and thoughtful questioning, Koch helps owners clarify both business and personal goals, often years before an exit. The conversation highlights key signals that owners are ready to step bac...

  ListenShow Notes

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