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Strategic Insights: Bruce Willey's Path in Exit Planning
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- Host: John Brown, Founder of BEI
- Guest: Bruce Willey, Attorney and CPA
- Main Topics:
- The evolution of exit planning and its significance
- The role and resources of BEI in supporting advisors
- The impact of BEI on Bruce Willey's professional journey
- Challenges and strategies in exit planning
- Comparing third-party sales and insider transfers
- Building and leveraging a national network of advisors
- The importance of focusing on client outcomes
- Key Takeaways:
- Exit planning is a multifaceted process that requires a diverse set of skills and knowledge.
- Insider transfers can offer a more holistic and satisfying approach to business succession.
- Building a reliable and focused team is crucial for successful exit planning.
- Understanding and prioritizing client needs is essential in differentiating oneself in the exit planning space.
- Audience: This episode is a must-listen for business advisors, attorneys, CPAs, entrepreneurs, and anyone interested in the intricacies of exit planning and business succession.
- This episode of "Why We Plan" offers valuable insights and practical advice, making it a significant resource for professionals in the field of business advisory and exit planning.
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