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The Exit Planning Coach

John F. Dini
Exitmap
Value Acceleration Methodology
Exit Planning Institute
Buy-Sell Agreement
Exit Planning
Family Business
Blair Koch
Scalable Sales Solutions
Family Business Consulting Group
Ikigai
Small To Mid-Size Business
SIPA
Family Governance
Education / Coaching For Owners

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 a... more

PublishesMonthlyEpisodes58Founded4 years ago
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Artwork for The Exit Planning Coach

Latest Episodes

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 Po... more

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 ... more

YouTube

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... more

YouTube

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 decisio... more

YouTube

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Recent Guests

Mike Huey
Founder of Scalable Sales Solutions
Scalable Sales Solutions
Episode: Mike Huey - From Founder-Led to Sale-Ready
David V. Jean
Partner at Alden, Randall and Bennett; head of construction and real estate practice; certified exit planner
Alden, Randall and Bennett; Altus Exit Strategies
Episode: David Jean - Buy-Sell Agreements: Lessons from the Real World
Blair Koch
Architect and exit planning advisor who partners with other advisors
TAB Denver West
Episode: Blair Koch Podcast- Blair Koch: From Owner Dependence to True Business Freedom
Jeff Adam
President of Adam Noble Group; experienced M&A advisor focused on mid-market exits
Adam Noble Group
Episode: Beyond the Deal with Jeff Adam
Amanda Bussa
Managing partner and co-founder of Bussa Financial Partners
Bussa Financial Partners
Episode: Amanda Bussa - From Exit Planner to Exit Doer
Melinda Adams
Financial advisor, SEPA through the Exit Planning Institute, founder of Exit With Purpose
Exit With Purpose; MIT Financial Partners
Episode: Melinda Adams - The Exit Myth From Corporate Success to a Purpose-Driven Exit Spreaker
Joe Markovich
Expert in exit planning, founder of Joko, associated with Ennis Legacy Partners
Joko; Ennis Legacy Partners
Episode: The Next Act: Helping Business Owners Find Purpose After the Exit
Chris Snider
CEO of the Exit Planning Institute
Exit Planning Institute (EPI)
Episode: Chris Snider and EPI-Creating Value Acceleration and Shaping an Industry
Amy Wirtz
Senior consultant with the Family Business Consulting Group; SEPA and attorney with JD
Family Business Consulting Group
Episode: Beyond the Owner-How Family Systems Shape Successful Exits Compressed

Host

John F. Dini
Host of the podcast, focused on exit planning strategies and practical guidance for owners and advisors.

Reviews

4.8 out of 5 stars from 6 ratings
  • I always learn something from every episode. Definitely the go-to expert on exit options.

    Podcast Addict
    5
    Mark Goldman
    3 years ago
  • No nonsense

    I enjoy John Dini’s straight forward and style of interviewing his guests and sharing their experiences in exit planning.

    Apple Podcasts
    5
    purosa
    United States3 years ago
  • No nonsense

    I enjoy John Dini’s straight forward and tangible style of interviewing his guests and sharing his experiences in business coaching and exit planning.

    Apple Podcasts
    5
    purosa
    United States4 years ago

Listeners Say

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

Solid depth on how to build an advisory team and plan beyond the finish line.
Worthwhile guests and practical takeaways for owner transitions.
The host delivers straightforward interviews and tangible insights for exit planning and business coaching.

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Talking Points

Recent interactions between the hosts and their guests.

Beyond the Deal with Jeff Adam
Q: What would you say to newcomers entering the exit planning industry?
He advises newcomers to emphasize truthfulness, understand that money isn't everything, and focus on the long-term value and relationships rather than short-term gains.
Beyond the Deal with Jeff Adam
Q: Tell me, how did you get started in the M&A world?
Jeff explains he stumbled into the field after helping a client with a business sale, gradually building a track record and reputation that led to a formal practice in the Dallas–Fort Worth area and beyond.
From Owner Dependence to True Business Freedom
Q: What is a common blocker to owners stepping back, and how do advisers address it?
Owners often are the bottleneck; advisers encourage letting go, delegating to the team, and recognizing that mistakes are part of growth, which enables transition and scale.
From Owner Dependence to True Business Freedom
Q: What is the core approach when meeting a new client?
Begin with relationship-building, ask open questions to understand the person beyond their business, and anchor the plan in their personal vision and life goals before proposing solutions.
From Owner Dependence to True Business Freedom
Q: How did Blair get from large corporate roles to becoming an exit planning advisor?
Her path involved a trajectory through IBM and General Motors, then startups and an IPO, which taught her what not to do and what to value in leadership and scaling, leading to a shift toward helping owners prepare for exits.

Audience Metrics

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Frequently Asked Questions About The Exit Planning Coach

What is The Exit Planning Coach about and what kind of topics does it cover?

A practical, practitioner-focused show that centers on exit planning for business owners, with episodes featuring consultants, financial advisors, and legal professionals who share frameworks, tools, and real-world tactics for reducing owner dependence, building transferable value, and grooming teams for smoother transitions. Thoughtful guests and case-based discussions emphasize early planning, collaboration with a trusted advisory network, and a long-term view of wealth, governance, and succession. The format likely appeals to financial professionals seeking actionable strategies and owners preparing for transitions, as well as sponsors targeting financial services audiences involved in business exit planning.

Where can I find podcast stats for The Exit Planning Coach?

Rephonic provides a wide range of podcast stats for The Exit Planning Coach. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Exit Planning Coach and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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Which podcasts are similar to The Exit Planning Coach?

These podcasts share a similar audience with The Exit Planning Coach:

1. The Compound and Friends

How many episodes of The Exit Planning Coach are there?

The Exit Planning Coach launched 4 years ago and published 58 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 The Exit Planning Coach?

Recent guests on The Exit Planning Coach include:

1. Mike Huey
2. David V. Jean
3. Blair Koch
4. Jeff Adam
5. Amanda Bussa
6. Melinda Adams
7. Joe Markovich
8. Chris Snider

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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