ExitReadiness®️ PODCAST

ENNIS Legacy Partners

Exit Planning

Artificial Intelligence

Mergers and Acquisitions

Employee Stock Ownership Plan

Valuation

Umbrella Insurance

Values-Based Leadership

Tax Planning

Entrepreneurial Operating System

Generation Z

Key Person Insurance

Due Diligence

Owner Dependency

Succession Planning

ESOP

Buy-Sell Agreement

Cost Management Center

Qualified Small Business Stock

Communication

David K. Young Consulting

The ExitReadiness® PODCAST from ENNIS Legacy Partners helps business owners prepare for one of the most important transitions of their lives. Each episode offers practical insights, expert conversations, and proven strategies to build a more valuable and transferable business, make informed decisions, and achieve ExitReadiness®—so you can leave your business on your terms.Hosted by Pat Ennis, CExP... more

10 ratings

Publishes	Twice monthly	Episodes	195	Founded	8 years ago
Number of Listeners		Categories	EntrepreneurshipBusinessManagement

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Latest Episodes

AI Workflow Automations for Professional Services Businesses

Artificial intelligence is changing the way professional services firms operate, but its greatest potential extends well beyond helping individuals work faster. When implemented thoughtfully, AI workflow automation can fundamentally improve how work ... more

19 Aug 2026 • 33 min

Why AI Won’t Fix Your Company Ft. Jurgen Dauk

AI & Exit Planning Series: Why AI Won't Fix Your Company Ft. Jürgen Dauk

Artificial intelligence is transforming the way businesses operate, compete, and create value. Every day, new tools promise to increase productivity, improve decision-making, r... more

31 Jul 2026 • 33 min • Most popular

Recruiting, Retaining, and Engaging Generation Z Workers Ft. Danielle Verderosa

Finding and keeping great employees has become one of the biggest challenges facing business owners today. Recruiting is more competitive, turnover is more costly, and leading a multigenerational workforce requires a different approach than it did ju... more

16 Jul 2026 • 31 min

Risk Management: Identifying and Insuring Key Employees Ft. Mark Gage

Most business owners understand the importance of attracting and retaining talented employees. What many fail to appreciate is how much risk can be concentrated in just one or two key individuals. Whether it's a top salesperson, lead engineer, operat... more

25 Jun 2026 • 29 min

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The Exit Planning CoachJohn F. Dini

Recent Guests

Jürgen Dauk

Advisor to senior leaders on leadership operating systems and decision-making; author

The Leadership Operating System (author)

Episode: Why AI Won’t Fix Your Company Ft. Jurgen Dauk

Danielle Verderosa

Founder and president of HR Allies, executive HR advisor to owners of growing privately held businesses

HR Allies

Episode: Recruiting, Retaining, and Engaging Generation Z Workers Ft. Danielle Verderosa

Mark Gage

Industry veteran in life, disability, and long-term care insurance solutions

Northeast Brokerage

Episode: Risk Management: Identifying and Insuring Key Employees Ft. Mark Gage

Greg Kovsky

President and CEO of International Business Associates (IBA)

International Business Associates (IBA)

Episode: Selling in Stealth Mode: How to Market Your Business Without Alerting Customers, Vendors, or Employees Ft. Gregory Kovsky

Laurie Barkman

Nationally recognized growth strategist, author, and founder of the Business Transition Sherpa

Business Transition Sherpa

Episode: Three Actions to Become Less Central to Your Business Ft. Laurie Barkman

Janet Waring

CEO and Co-founder of ArtForm Agency

ArtForm Agency

Episode: How AI Impacts What Your Business is Worth Ft. Janet Waring

David Gage

PhD, clinical psychologist, mediator and author specialized in business partner conflicts

BMC Associates / The Partnership Charter

Episode: The Role AI Can Play in Sensitive Partner Negotiations Ft. David Gage

David Young

Founder and owner of David K. Consulting, LLC; experienced in employee benefits and retirement planning

David K. Young Consulting, LLC

Episode: NEXT ACT Series: Life After the Business Ft. David Young

Kelly Finnell

ESOP consultant with 40+ years of experience; author and speaker

Independent ESOP consultant; NCEO and ESOP Association member

Episode: The Benefits of an ESOP in a Family Business Ft. Kelly Finnell

Hosts

Pat Ennis

Host of Exit Readiness Podcast (CExP) with ENNIS Legacy Partners; focuses on exit planning, value transfer, and practical frameworks.

Walter Deyhle

Co-host; CPA by training; focuses on exit readiness, governance, and value-preserving strategies.

Corby McGordan

Co-host with deep experience in partnership design and exit planning.

Reviews

5.0 out of 5 stars from 10 ratings

Awesome Podcast!!!!
Pat, host of the ExitReadiness Podcast, highlights all business and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
Apple Podcasts
5
roweereyes
Philippines5 years ago
Great show!
Pat, host of the podcast, highlights all aspects of great business tips and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
Apple Podcasts
5
malfoxley
United States5 years ago
Amazing Content!
Pat does such a good job covering a variety of topics. The guests offer valuable insight as well. I would recommend this podcast to anyone looking to be inspired and informed!
Apple Podcasts
5
megan@podcastingyou
United States5 years ago
Super helpful!!
Fantastic Podcast with fantastic advice!
Apple Podcasts
5
Bill.zuckercorn
United States8 years ago

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Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners note the practical frameworks and real-world examples are especially helpful.

Shows consistently praised for being informative and inspiring for business owners.

Positive feedback emphasizes actionable advice and strong guest expertise.

The host delivers clear guidance across complex topics like AI in exit planning and ESOPs.

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Talking Points

Recent interactions between the hosts and their guests.

Why AI Won’t Fix Your Company Ft. Jurgen Dauk

Q: What should owners do to avoid AI-led disruption without strategy—what's the prudent approach to implementing AI?

Avoid reactionary purchases and aim for strategy-first adoption. Focus on building a strategy and process around AI that aligns with well-defined roles, guardrails, and ongoing communication so AI complements people rather than replacing them.

Why AI Won’t Fix Your Company Ft. Jurgen Dauk

Q: Where do you see leadership and management skills needing to evolve as AI becomes more prevalent?

Leadership must shift from traditional top-down reporting to enabling teams to solve problems and experiment. Leaders should empower distributed decision-making, build trust in middle and frontline staff, and foster open, transparent communication to balance autonomy with alignment.

Why AI Won’t Fix Your Company Ft. Jurgen Dauk

Q: From your perspective, if an owner wants to leverage AI successfully over the next two or three years, what do you think they should look to fix first before maybe even considering implementing AI?

First, fix how decisions are made by moving decision power closer to where the work gets done and ensure people are educated to use AI. Second, strengthen the basics: clearly define the ideal customer profile, buying personas, and how customers gain value from offerings. These foundations enable teams to use AI effectively and see tangible benefits rather than chasing tools in a fragmented organization.

Risk Management: Identifying and Insuring Key Employees Ft. Mark Gage

Q: Hey Mark, how do you view a key employee from a risk perspective?

Key employees are valuable and potentially critical to ongoing operations; the focus is on whether the individual's loss would threaten revenue, knowledge, relationships, or leadership, and to quantify that risk to tailor protection.

Controlling Your Company’s Future Ft. Tim Van Mieghem

Q: How should owners start the journey to control the future of their business for exit readiness?

Begin with curiosity, walk through the end-to-end process, expose reality without blame, and use that as a foundation to teach the team problem solving and drive continuous improvement without creating new silos.

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Frequently Asked Questions About ExitReadiness®️ PODCAST

What is ExitReadiness®️ PODCAST about and what kind of topics does it cover?

Across episodes, the show centers on making exits from a business more strategic, value-driven, and less chaotic. Listeners hear practical playbooks on reducing owner dependency, building transferable value, and planning for life after exit, with recurring dives into tax efficiency, governance, and risk mitigation. Several episodes explore how emerging tech—especially AI—can impact valuation, marketing, negotiations, and due diligence, while guests bring deep expertise in ESOPs, buy-sell funding, and franchise or leadership transitions. A notable strength is the mix of hands-on frameworks (like the built method, ICE, and Partnership Charter) with real-world stories about implementing these ideas in mid-market firms, family businesses, and o... more

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Which podcasts are similar to ExitReadiness®️ PODCAST?

These podcasts share a similar audience with ExitReadiness®️ PODCAST:

1. The Exit Planning Coach

How many episodes of ExitReadiness®️ PODCAST are there?

ExitReadiness®️ PODCAST launched 8 years ago and published 195 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on ExitReadiness®️ PODCAST?

Recent guests on ExitReadiness®️ PODCAST include:

1. Jürgen Dauk
2. Danielle Verderosa
3. Mark Gage
4. Greg Kovsky
5. Laurie Barkman
6. Janet Waring
7. David Gage
8. David Young

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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