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.
Episodes
June 24, 2025 • 39 mins
Building EPIC:
The Story Behind the Software that Launched Exit Planning
In this episode of The Exit Planning Coach Podcast, host John F. Dini interviews Elizabeth Mower, former president of the Business Enterprise Institute (BEI) and the original architect of EPIC—the first exit planning software on the market. Elizabeth shares how her background in law and business led her to a pivotal role in shaping the early exit planning profe...
The Story Behind the Software that Launched Exit Planning
In this episode of The Exit Planning Coach Podcast, host John F. Dini interviews Elizabeth Mower, former president of the Business Enterprise Institute (BEI) and the original architect of EPIC—the first exit planning software on the market. Elizabeth shares how her background in law and business led her to a pivotal role in shaping the early exit planning profe...
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April 29, 2025 • 24 mins
Designing a Business You Can Step Away From
Dustin Cordier, CEPA, founder of StepZero Coaching, shares his journey from Air Force pilot to aviation entrepreneur to exit planning advisor. He explains the meaning behind "StepZero"—the importance of clarity and intention before taking action—and how these ideas shaped his approach to business growth and exit planning. Dustin discusses why he chose to focus on the aviation industry, the...
Dustin Cordier, CEPA, founder of StepZero Coaching, shares his journey from Air Force pilot to aviation entrepreneur to exit planning advisor. He explains the meaning behind "StepZero"—the importance of clarity and intention before taking action—and how these ideas shaped his approach to business growth and exit planning. Dustin discusses why he chose to focus on the aviation industry, the...
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March 18, 2025 • 35 mins
Navigating the Descent:
John Leonetti on Protecting Wealth and Legacy in Business Exits
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews John Leonetti, founder and CEO of the International Exit Planning Association (IEPA). Leonetti shares his journey from working in his father's textile business to founding the IEPA after experiencing firsthand the lack of succession planning resources. After obtainin...
John Leonetti on Protecting Wealth and Legacy in Business Exits
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews John Leonetti, founder and CEO of the International Exit Planning Association (IEPA). Leonetti shares his journey from working in his father's textile business to founding the IEPA after experiencing firsthand the lack of succession planning resources. After obtainin...
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February 18, 2025 • 25 mins
Sheryl Linck Podcast Summary
Time, Purpose, and Planning: Keys to a Successful Business Exit
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Sheryl Linck, a strategy and financial planning specialist at The Trust Company of Tennessee. Sheryl discusses her expertise in comprehensive exit planning, which includes continuity planning, personal financial planning, business planning, and estate planning. S...
Time, Purpose, and Planning: Keys to a Successful Business Exit
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Sheryl Linck, a strategy and financial planning specialist at The Trust Company of Tennessee. Sheryl discusses her expertise in comprehensive exit planning, which includes continuity planning, personal financial planning, business planning, and estate planning. S...
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January 21, 2025 • 27 mins
From Insurance to Exit Planning: Building Confidence in Owner Services
In this episode of The Exit Planning Coach Podcast, John F. Dini interviews Brian Trzcinski, Director of Business Market Development at MassMutual, about the evolution of their business owner services. Brian describes his 18-year journey from traditional insurance planning to comprehensive exit planning, emphasizing how MassMutual helps financial advisors build c...
In this episode of The Exit Planning Coach Podcast, John F. Dini interviews Brian Trzcinski, Director of Business Market Development at MassMutual, about the evolution of their business owner services. Brian describes his 18-year journey from traditional insurance planning to comprehensive exit planning, emphasizing how MassMutual helps financial advisors build c...
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December 17, 2024 • 30 mins
Building Trust at 23: Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Corwin Davidson, CExP, who transformed from a 23-year-old financial advisor into a seasoned exit planning specialist over the past 11 years. After discovering that business owners would listen to his expertise on buy-sell agreements despite his youth, he expanded hi...
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Corwin Davidson, CExP, who transformed from a 23-year-old financial advisor into a seasoned exit planning specialist over the past 11 years. After discovering that business owners would listen to his expertise on buy-sell agreements despite his youth, he expanded hi...
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November 19, 2024 • 29 mins
From Law to Legacy:
How John Brown Pioneered the Exit Planning Industry In this Exit Planning Coach podcast interview with John F. Dini, John Brown, founder of the Business Enterprise Institute (BEI), shared his journey from Michigan grocery store roots to becoming a pioneer in exit planning. Brown's path led from the Colorado Attorney General's office to founding the law firm Minor and Brown, where his focus on business owners nat...
How John Brown Pioneered the Exit Planning Industry In this Exit Planning Coach podcast interview with John F. Dini, John Brown, founder of the Business Enterprise Institute (BEI), shared his journey from Michigan grocery store roots to becoming a pioneer in exit planning. Brown's path led from the Colorado Attorney General's office to founding the law firm Minor and Brown, where his focus on business owners nat...
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October 15, 2024 • 32 mins
Podcast Summary:
Mastering Business Transitions: Insider Secrets from a Wealth Planning Expert
Dan Springer's Blueprint for Seamless Owner Exits
In this insightful episode of the Exit Planning Coach podcast, host John F. Dini interviews Dan Springer, Director of the Wealth Planning team at MacLean Financial Group. Dan shares insights on his firm's comprehensive approach to exit planning for business owners, detailing their proprietary...
Mastering Business Transitions: Insider Secrets from a Wealth Planning Expert
Dan Springer's Blueprint for Seamless Owner Exits
In this insightful episode of the Exit Planning Coach podcast, host John F. Dini interviews Dan Springer, Director of the Wealth Planning team at MacLean Financial Group. Dan shares insights on his firm's comprehensive approach to exit planning for business owners, detailing their proprietary...
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September 17, 2024 • 31 mins
Thomas Taricani Podcast Summary
In this informative Exit Planning Coach podcast interview, Tom Taricani, CPA/APV, CVA, CEPA and Principal at Boyer Ritter, shares his expertise in business valuation and succession planning, focusing on the automotive dealership industry. Taricani discusses the challenges of valuing businesses post-COVID-19, emphasizing the need to reconcile historical data with future projections, especially given p...
In this informative Exit Planning Coach podcast interview, Tom Taricani, CPA/APV, CVA, CEPA and Principal at Boyer Ritter, shares his expertise in business valuation and succession planning, focusing on the automotive dealership industry. Taricani discusses the challenges of valuing businesses post-COVID-19, emphasizing the need to reconcile historical data with future projections, especially given p...
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August 20, 2024 • 30 mins
How Scott Barth Transforms Businesses with Long-Term Strategic Planning
In this episode of the Exit Planning Coach podcast, John F. Dini interviews Scott Barth, an experienced exit planning professional from Colorado. Scott shares his journey from corporate America to becoming an exit planning coach, detailing how he transitioned through consulting and business coaching before finding his passion in exit planning. He discusses the i...
In this episode of the Exit Planning Coach podcast, John F. Dini interviews Scott Barth, an experienced exit planning professional from Colorado. Scott shares his journey from corporate America to becoming an exit planning coach, detailing how he transitioned through consulting and business coaching before finding his passion in exit planning. He discusses the i...
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July 30, 2024 • 29 mins
Harvesting Value with Chris Cimaglio:
Navigating the Unique Challenges of Exit Planning in Horticulture In this compelling Exit Planning Coach podcast, Chris Cimaglio, a seasoned exit planning advisor with deep roots in the horticulture industry, shares eye-opening insights on the unique challenges of succession planning for growers, retailers, and wholesalers. Drawing from his personal experience leading a multigenerational family...
Navigating the Unique Challenges of Exit Planning in Horticulture In this compelling Exit Planning Coach podcast, Chris Cimaglio, a seasoned exit planning advisor with deep roots in the horticulture industry, shares eye-opening insights on the unique challenges of succession planning for growers, retailers, and wholesalers. Drawing from his personal experience leading a multigenerational family...
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July 16, 2024 • 35 mins
“When I interviewed Peter Christman, I didn't know it would be one of his last comprehensive interviews. The privilege of Peter's friendship is matched only by the opportunity to share his story. I first met Peter at EPI while pursuing my CEPA in 2018, and we instantly connected. During our conversation, Peter was his typical irrepressible and dynamic self, despite his health challenges. When I decided to launch a Founders Series f...
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June 18, 2024 • 20 mins
In this Exit Planning Coach podcast episode, John Dini interviews Greg McLaughlin, founder and partner of Business and Financial Strategies. Greg discusses his journey from financial planner to Certified Exit Planning Advisor (CEPA) and shares his approach to working with business owners. He highlights the importance of referrals, building trust, and using the ExitMap Assessment to guide clients through a structured five-meeting pr...
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May 21, 2024 • 37 mins
Connect with John: https://www.linkedin.com/in/johnfdini/
Podcast Overview: T. Ray Phillips
How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed
In this podcast interview, John F. Dini speaks with T. Ray Phillips, a certified family business specialist and investment advisor based in Indianapolis. T. Ray shares his personal story about his family's business, Dawson Produce, and how it failed to transition...
Podcast Overview: T. Ray Phillips
How T Ray Phillips Leverages his Family's Business Lessons to Help Clients Succeed
In this podcast interview, John F. Dini speaks with T. Ray Phillips, a certified family business specialist and investment advisor based in Indianapolis. T. Ray shares his personal story about his family's business, Dawson Produce, and how it failed to transition...
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April 22, 2024 • 27 mins
In this episode of the Exit Planning Coach podcast, John interviews Tom Jordan, a seasoned advisor who shares his journey from executive compensation work in the banking industry to building a thriving exit planning practice. Tom discusses how he combines exit readiness, value creation, and an innovative "Half-Retire" concept to help business owners explore alternatives to selling their companies outright. He also shares his proces...
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April 5, 2024 • 26 mins
In this episode of the Exit Planning Coach podcast, John interviews Mark Ahern, founder and president of AMP Business Valuations. Mark shares his journey from commercial lending to business valuation and exit planning. He discusses how performing valuations led him to recognize the need for exit planning services, as many business owners were leaving money on the table. Mark explains his process of providing a certified "baseline v...
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October 9, 2023 • 27 mins
This week, John speaks with Brett Andrews Brett Andrews, CWS™,CEPA®,CExP™,NQPA™. Brett is the founder of multiple companies, and has a history in portfolio management, which brings a unique perspective to his work as an exit planner. Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser member FINRA/SIPC. Cetera is under separate ownership from any other named enti...
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September 4, 2023 • 26 mins
This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 2 of a 2 part conversation with Kelly.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
“In the past decade sur...
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
“In the past decade sur...
Mark as Played
August 28, 2023 • 24 mins
This week, John speaks with Kelly Finnell ESOPs. Kelly is one of the premiere ESOP consultants in the country, spending over 40 years helping business owners. Kelly is a speaker, a writer, and more. This is part 1 of a 2 part conversation with Kelly.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
“In the past decade sur...
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
============================================
“In the past decade sur...
Mark as Played
August 21, 2023 • 26 mins
This week, John speaks with Steve Duke. Steve is a CGES, a CMAP, and more. Steve lives in North Carolina and started his career out as an engineer. He then moved into management, sold a marketing firm, and is now a part of Duke Business Advisors, joining the exit planning space.
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
======================================...
Want to learn more? Go to: https://exitmap.com/meet-the-team/
Connect with John: https://www.linkedin.com/in/johnfdini/
======================================...
Mark as Played
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