Exit Plan Show

Video Library

Browse interviews and insights from the show. Use the filters to narrow by topic or profession.

Business Services Company Case Study With Cleveland Ohio Investment Banker Chris Wagner

Case Study With CPA Bill Ditty of Ditty Financial Forensics in Columbus, Ohio

Third Generation Business Transition Case Study With Indiana CPA Thomas J Sponsel

Case Study About Fourth Generation Family Buisness With Indiana Attorney Steven Robinson

An HR Case Study With Indiana Organizational Consultant Ron Davault of Go-To HR

A Small-Town Manufacturing Business Case Study With Indiana CPA and M&A Attorney Peter Donahoe

Transportation Consultant Case Study With Commercial Banker Jeff Magginnis

My Business Isn't Worth What I Think Its Worth Case Study

Tripling business value in two years by working on it instead of in it.

Case Study - Managing Emotions During the Exit Planning Process!

One day, “sell this business, do whatever it takes to get me out of it”, the next day, "I don’t want to talk to them any...

Operational Consultant Dan Lacy's Financial Statements Case Study

From $30,000 to $900,000 in profits through focus!

How Employee Benefits Killed the Sale

The ugly hidden impact of poorly designed corporate insurance.

Solving Problems Through Customer Service

Classic example about how to accelerate customer service through employee empowerment.

Timing of Mergers and Acquisitions

Timing of mergers and acquisitions is critical. When you buy or sell impacts how much you get or pay.

Digital Transformation – Will Your Company Be A Victim?

Digital transformation is having a significant impact on business. Will you embrace it, or be its victim?

BEI Annual Conference – Tom Bayer and Sikich

Watch our BEI 2015 annual conference interview featuring Tom Bayer and Sikich.

BEI Annual Conference – Tom Ganos and IWC Family Offices

Watch our BEI 2015 annual conference interview featuring Tom Ganos and IWC Family Offices.

BEI Annual Conference – Timothy Dougherty and Windsor Financial Group

Watch our BEI 2015 annual conference interview featuring Timothy Dougherty and Windsor Financial Group.

BEI Annual Conference – Thomas K. Chu, Counselor At Law, PC

Watch our BEI 2015 annual conference interview featuring Thomas K. Chu, Counselor At Law, PC.

BEI Annual Conference – Terrell Sheppard and Asset Management Group

Watch our BEI 2015 annual conference interview featuring Terrell Sheppard and Asset Management Group.

BEI Annual Conference – Tanya Scott and Hutchinson and Bloodgood, LLP

Watch our BEI 2015 annual conference interview featuring Tanya Scott and Hutchinson and Bloodgood, LLP.

BEI Annual Conference – Scott Bailey and InTheBlack – Ink Co

Watch our BEI 2015 annual conference interview featuring Scott Bailey and InTheBlack - Ink Co.

BEI Annual Conference – Ronald Barnes and Mountjoy Chilton Medley

Watch our BEI 2015 annual conference interview featuring Ronald Barnes and Mountjoy Chilton Medley.

BEI Annual Conference – Robert Spivey and Wealth Strategies For Life, LLC

Watch our BEI 2015 annual conference interview featuring Robert Spivey and Wealth Strategies For Life, LLC.

BEI Annual Conference Robert Langan and Langan Financial Group

Watch our BEI 2015 annual conference interview featuring Robert Langan and Langan Financial Group.

BEI Annual Conference – Nicholas Niemann and McGrath North | Business Model

Nicholas Niemann talks about creating a business model at the 2015 BEI annual conference.

BEI Annual Conference – Nicholas Niemann and McGrath North

Watch our BEI 2015 annual conference interview featuring Nicholas Niemann and McGrath North.

BEI Annual Conference – Mike Dougan and IBVA

Watch our BEI 2015 annual conference interview featuring Mike Dougan and IBVA.

BEI Annual Conference – Michael J. Malloy, Ph.D. and LEGACY HP

Watch our BEI 2015 annual conference interview featuring Michael J. Malloy, Ph.D. and LEGACY HP.

BEI Annual Conference – Mark Flenniken and Circle Insurance

Watch our BEI 2015 annual conference interview featuring Mark Flenniken and Circle Insurance.

BEI Annual Conference – Ken Stiefler and Exits LLC

Watch our BEI 2015 annual conference interview featuring Ken Stiefler and Exits LLC.

BEI Annual Conference – Kelly Finnell and Executive Financial Services, Inc.

Watch our BEI 2015 annual conference interview featuring Kelly Finnell and Executive Financial Services, Inc..

BEI Annual Conference – Josh Patrick and Stage 2 Planning Partners

Watch our BEI 2015 annual conference interview featuring Josh Patrick and Stage 2 Planning Partners.

BEI Annual Conference – John Degan and John Degen and Associates, LLC

Watch our BEI 2015 annual conference interview featuring John Degan and John Degen and Associates, LLC.

BEI Annual Conference – John H. Brown and BEI

Watch our BEI 2015 annual conference interview featuring John H. Brown and BEI.

BEI Annual Conference – James Moore and Law Offices of James L Moore, PC

Watch our BEI 2015 annual conference interview featuring James Moore and Law Offices of James L Moore, PC.

BEI Annual Conference – Donald Feldman and Keystone Business Transitions, LLC

Watch our BEI 2015 annual conference interview featuring Donald Feldman and Keystone Business Transitions, LLC.

BEI Annual Conference – Chris Rich and Goldenhawk Professional Associates

Watch our BEI 2015 annual conference interview featuring Chris Rich and Goldenhawk Professional Associates.

BEI Annual Conference – Bob Zarlengo and Zarlengo Raub

Watch our BEI 2015 annual conference interview featuring Bob Zarlengo and Zarlengo Raub.

BEI Annual Conference – Andrew Karlen and Karlen and Stolzer, LLP

Watch our BEI 2015 annual conference interview featuring Andrew Karlen and Karlen and Stolzer, LLP.

About Tammy Paxton and Capital Financial Group

Get to know Tammy Paxton and Capital Financial Group by watching this Nashville, TN Exit Plan Show interview.

About Susan Keffer and MCKERLEY and NOONAN CPA

Get to know Susan Keffer and MCKERLEY and NOONAN CPA by watching this Nashville, TN Exit Plan Show interview.

About S. Ruffin Craig, Jr. and Webb Craig

Get to know S. Ruffin Craig, Jr. and Webb Craig by watching this Nashville, TN Exit Plan Show interview.

About Matthew Brothers and Pepper and Brothers, PLLC

Get to know Matthew Brothers and Pepper and Brothers, PLLC by watching this Nashville, TN Exit Plan Show interview.

About Leo J. DeLisi, Jr. and DeLisi and Ghee, LLC

Get to know Leo J. DeLisi, Jr. and DeLisi and Ghee, LLC by watching this Nashville, TN Exit Plan Show interview.

About Kevin P. Clingan and Digital Benefit Advisors

Get to know Kevin P. Clingan and Digital Benefit Advisors by watching this Nashville, TN Exit Plan Show interview.

About Jim Cumbee and Tennessee Valley Group, Inc

Get to know Jim Cumbee and Tennessee Valley Group, Inc by watching this Nashville, TN Exit Plan Show interview.

About James W. Berry, Jr. and Berry and Tudor, P.C.

Get to know Jim Cumbee and Tennessee Valley Group, Inc by watching this Nashville, TN Exit Plan Show interview.

About Blain Wease and Provincial Development Group, Inc

Get to know Blain Wease and Provincial Development Group, Inc by watching this Nashville, TN Exit Plan Show interview.

About Andy Faught and Capital Financial Group, LLC

Get to know Andy Faught and Capital Financial Group, LLC by watching this Nashville, TN Exit Plan Show interview.

About Alexander Davie and Riggs Davie PLC

Get to know Alexander Davie and Riggs Davie PLC by watching this Nashville, TN Exit Plan Show interview.

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