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Creating an Exit Planning Reputation
Manage episode 341929096 series 3243435
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This episode of the Why We Plan podcast shares an interview with John Brown, founder of BEI, and David Jean, CPA, CCIFP, CExP, Albin Randall & Bennett, about David’s start in the Exit Planning industry. David details his “wake up call” moment watching the aftermath of a client he had nearly a decade ago, who failed to plan and whose business was left in disaster when he passed away. Learn the tools that David has found most valuable in his Exit Planning journey, as well as how he has expanded his accounting service and built a strong reputation as an Exit Planning expert.
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