Exit Plan Show

Video Library

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

Case studies about legacy building for business owners.

Tammy Kling highlights some examples of legacy building for business owners at OnFire Books.

Case study about exit planning for manufacturing companies.

Dock Reed shares a case study from his files about exit planning for manufacturing companies.

Redefining your life’s purpose after you sell your company.

Tammy Kling of OnFire Books talks about redefining your life's purpose after leaving your business.

Questions to ask a transaction intermediary before selling your business.

Dock Reed of The Reed Group reveals three questions to ask a transaction intermediary before selling your business.

About Tammy Kling and OnFire Books

Get to know Tammy Kling and OnFire Books by watching her Dallas, TX Exit Plan Show interview.

About Dock Reed and The Reed Group

Get to know Dock Reed and The Reed Group by watching his Birmingham, AL Exit Plan Show interview.

About Tim McDaniel and Rea and Associates, Inc.

Get to know Tim McDaniel and Rea and Associates, Inc. by watching his Cleveland, OH Exit Plan Show interview.

About Rob Brown and ESOP Plus®: Schatz Brown Glassman Kossow LLP

Get to know Rob Brown and ESOP Plus®: Schatz Brown Glassman Kossow LLP by watching his Cleveland, OH Exit Plan Show inte...

About Michael Diercks and WRA Business Advisors

Get to know Michael Diercks and WRA Business Advisors by watching his Cleveland, OH Exit Plan Show interview.

About Mark Tepper and Strategic Wealth Partners

Get to know Mark Tepper and Strategic Wealth Partners by watching his Cleveland, OH Exit Plan Show interview.

About Keven P. Prather and Skylight Financial Group

Get to know Keven P. Prather and Skylight Financial Group by watching his Cleveland, OH Exit Plan Show interview.

About Jim Vail and Schneider, Smeltz, Ranney and LaFond

Get to know Jim Vail and Schneider, Smeltz, Ranney and LaFond by watching his Cleveland, OH Exit Plan Show interview.

About James G. Dickinson and Cavitch Familo and Durkin Co. L.P.A.

Get to know James G. Dickinson and Cavitch Familo & Durkin Co. L.P.A. by watching his Cleveland, OH Exit Plan Show inter...

About Jeff Ahola and Ahola Corp

Get to know Jeff Ahola and Ahola Corp by watching his Cleveland, OH Exit Plan Show interview.

About Gary Boecker and The CEO Brain Trust

Get to know Gary Boecker and The CEO Brain Trust by watching his Cleveland, OH Exit Plan Show interview.

About Emmet Apolinario and International Resource Group, Inc.

Get to know Emmet Apolinario and International Resource Group, Inc. by watching his Cleveland, OH Exit Plan Show intervi...

About Chris Wagner and Strategic Wealth Partners

Get to know Chris Wagner and Strategic Wealth Partners by watching his Cleveland, OH Exit Plan Show interview.

About Bill Ditty and Ditty Financial Forensics

Get to know Bill Ditty and Ditty Financial Forensics by watching his Cleveland, OH Exit Plan Show interview.

About Thomas Sponsel And Sponsel CPA Group LLC

Get to know Thomas Sponsel and Sponsel CPA Group LLC by watching his Indianapolis, IN Exit Plan Show interview.

About T Ray Phillips And The Family Business Legacy Co LLC

Get to know T Ray Phillips and The Family Business Legacy Co LLC by watching his Indianapolis, IN Exit Plan Show intervi...

About Steve Robinson And Robinson Wolenty and Young LLP

Get to know Steve Robinson and Robinson Wolenty and Young LLP by watching his Indianapolis, IN Exit Plan Show interview.

About Ron Davault And GoToHR

Get to know Ron Davault of GoToHR by watching his Indianapolis, IN Exit Plan Show interview.

About Peter Donahoe And Donahoe Irvin PC

Get to know Peter Donahoe and Donahoe Irvin PC by watching his Indianapolis, IN Exit Plan Show interview.

About Jeff Magginnis And First Financial Bank

Get to know Jeff Magginnis and First Financial Bank by watching his Indianapolis, IN Exit Plan Show interview.

About Edwin Mysogland And Indiana Business Advisors

Get to know Edwin Mysogland and Indiana Business Advisors by watching his Indianapolis, IN Exit Plan Show interview.

About Dave Clegg And CEO Partners

Get to know Dave Clegg and CEO Partners by watching his Indianapolis, IN Exit Plan Show interview.

About Dan Lacy And Dynasty Business Consulting

Get to know Dan Lacy and Dynasty Business Consulting by watching his Indianapolis, IN Exit Plan Show interview.

About Andrew Kaelin And KBIC

Get to know Andy Kaelin and KBIC by watching his Indianapolis, IN Exit Plan Show interview.

About Aldy Keene And Loyalty Research Center

Get to know Aldy Keene and Loyalty Research Center by watching his Indianapolis, IN Exit Plan Show interview.

Selling Or Transferring A Business

Selling Or Transferring A Business, with Norman A. Hood and Bill McCalpin near Denver, CO.

Exit Planning Case Studies

Exit Planning Case Studies, with Norman A. Hood and Bob Zarlengo near Denver, CO.

Valuation Discounts

Valuation Discounts, with Norman A. Hood and Mike Dougan near Denver, CO.

Personal Wealth And Estate Planning

Personal Wealth And Estate Planning, with Norman A. Hood and Ken Stiefler near Denver, CO.

Executive Benefits

Executive Benefits, with Norman A. Hood and Brady Mullen near Denver, CO.

Selecting A Transaction Intermediary

Selecting A Transaction Intermediary, with Norman A. Hood and Chris Bouck near Denver, CO.

Running A Business While Preparing It For Sale

Running A Business While Preparing It For Sale, with Norman A. Hood and Bill McCalpin near Denver, CO.

Exit Planning Roles

Exit Planning Roles, with Norman A. Hood and Bob Zarlengo near Denver, CO.

Lowest Defensible Value

Lowest Defensible Value, with Norman A. Hood and Mike Dougan near Denver, CO.

Business Continuity Planning

Business Continuity Planning, with Norman A. Hood and Ken Stiefler near Denver, CO.

Employee Benefits

Employee Benefits, with Norman A. Hood and Brady Mullen near Denver, CO.

Factors That Determine Business Purchase Price

Factors That Determine Business Purchase Price, with Norman A. Hood and Chris Bouck near Denver, CO.

Business Transition Process Uniqueness

Business Transition Process Uniqueness, with Norman A. Hood and Bill McCalpin near Denver, CO.

How Value Drivers Influence Valuations

How Value Drivers Influence Valuations, with Norman A. Hood and Bob Zarlengo near Denver, CO.

Opinion Of Value

Opinion Of Value, with Norman A. Hood and Mike Dougan near Denver, CO.

Selling/Transferring A Company

Selling/Transferring A Company, with Norman A. Hood and Ken Stiefler near Denver, CO.

The Value of Risk Reduction

The Value of Risk Reduction, with Norman A. Hood and Brady Mullen near Denver, CO.

Three Mistakes Business Owners Make BEFORE They Sell Their Company

Three Mistakes Business Owners Make BEFORE They Sell Their Company, with Norman A. Hood and Chris Bouck near Denver, CO.

Customized Business Transition Solutions

Customized Business Transition Solutions, with Norman A. Hood and Bill McCalpin near Denver, CO.

CPA Involvement In The Exit Planning Process

CPA Involvement In The Exit Planning Process, with Norman A. Hood and Bob Zarlengo near Denver, CO.

Business Valuation Costs And Benefits

Business Valuation Costs And Benefits, with Norman A. Hood and Mike Dougan near Denver, CO.

Professions