The Exit Planning Coach
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 as YouTube.
Episodes
September 3, 2026 • 29 mins
Jozef Ogrodny on the Human Side of Exit Planning
Why trust, thoughtful questions, and honest conversations matter as much as technical expertise
Summary In this episode of The ExitMap Podcast, Jozef Ogrodny, CPA, CEPA, Business and Executive Coach with Focal Point Business Coaching Chicagoland, joins John F. Dini, CExP, CEPA, CBEC discuss why successful exit planning requires more than valuations, tax strategies, and ...
Why trust, thoughtful questions, and honest conversations matter as much as technical expertise
Summary In this episode of The ExitMap Podcast, Jozef Ogrodny, CPA, CEPA, Business and Executive Coach with Focal Point Business Coaching Chicagoland, joins John F. Dini, CExP, CEPA, CBEC discuss why successful exit planning requires more than valuations, tax strategies, and ...
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August 17, 2026 • 26 mins
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 Podcast, ESOP expert Kelly O. Finnell, J.D., CLU, AIF®, President & CEO of EFS ESOP Consultants, LLC joins John F. Dini, CExP, CEPA, CBEC to explore how ESOPs can he...
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 Podcast, ESOP expert Kelly O. Finnell, J.D., CLU, AIF®, President & CEO of EFS ESOP Consultants, LLC joins John F. Dini, CExP, CEPA, CBEC to explore how ESOPs can he...
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July 29, 2026 • 31 mins
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 systems and exit planning should go hand in hand. Mike explains how reducing founder dependence, building repeatable sales processes, and increasing enterprise value prepare a ...
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 systems and exit planning should go hand in hand. Mike explains how reducing founder dependence, building repeatable sales processes, and increasing enterprise value prepare a ...
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July 7, 2026 • 22 mins
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 and Certified Exit Planner David Jean, who shares real-world stories illustrating how vague language, flawed valuation formulas, missing signatures, unfunded obligations, a...
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May 13, 2026 • 36 mins
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 decision-making away from the owner. She emphasizes that most barriers to transition are self-imposed—owners struggle to let go, even when their teams are capable. Through a co...
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April 14, 2026 • 30 mins
Beyond the Deal with Jeff Adam: Why the Best Business Exits Start with What Comes Next
In this episode, John F. Dini speaks with M&A expert Jeff Adam—President of Adam Noble Group and advisor on more than 800 business sales—about what truly defines a successful exit. Jeff shares why his process has remained grounded in listening first, how life after the business often matters more than the sale itself, an...
In this episode, John F. Dini speaks with M&A expert Jeff Adam—President of Adam Noble Group and advisor on more than 800 business sales—about what truly defines a successful exit. Jeff shares why his process has remained grounded in listening first, how life after the business often matters more than the sale itself, an...
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March 3, 2026 • 30 mins
In this episode of the ExitMap Podcast, John F. Dini interviews Amanda Bussa, CBEC, Managing Partner and Co-Founder of Bussa Financial Partners, about her 24-year career serving business owners—beginning on September 11, 2001. Amanda shares how she entered financial services straight out of college with a focus on business owners from day one, developing an “approach talk” that identifies coordination gaps in esta...
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February 10, 2026 • 30 mins
The Exit Myth: From Corporate Success to a Purpose-Driven Exit Why selling the business isn’t the finish line—and how real exit readiness changes everything.
In this episode of the ExitMap Podcast, John Dini, The Exit Planning Coach, sits down with Melinda Adams to unpack the realities behind entrepreneurship, exit planning, and what truly happens after the sale of a business. Melinda shares her journey from corp...
In this episode of the ExitMap Podcast, John Dini, The Exit Planning Coach, sits down with Melinda Adams to unpack the realities behind entrepreneurship, exit planning, and what truly happens after the sale of a business. Melinda shares her journey from corp...
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January 13, 2026 • 30 mins
In this episode of the Exit Planning Coach Podcast, host John F. Dini welcomes back Joe Markovich, who shares both a personal and professional transition—from relocating from Vancouver to Maryland to launching a new collaborative effort with Ennis Legacy Partners. The conversation centers on a challenge many business owners face after exiting their companies: loss of identity, purpose, and structure. Joe introduces The Next A...
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December 2, 2025 • 30 mins
The Exit Planning Coach Podcast
Guest: Christ Snider, CEO of The Exit Planning Institute
Creating Value Acceleration and Shaping an Industry
In this compelling edition of the ExitMap Podcast, hosted by John F. Dini, The Exit Planning Coach, EPI CEO Chris Snider shares the candid story behind the creation of the Value Acceleration Methodology and how it evolved into the leading standard for exit planning adviso...
Guest: Christ Snider, CEO of The Exit Planning Institute
Creating Value Acceleration and Shaping an Industry
In this compelling edition of the ExitMap Podcast, hosted by John F. Dini, The Exit Planning Coach, EPI CEO Chris Snider shares the candid story behind the creation of the Value Acceleration Methodology and how it evolved into the leading standard for exit planning adviso...
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August 21, 2025 • 32 mins
Beyond the Owner: How Family Systems Shape Successful Exits
Inclusive planning, legacy thinking and trusted advisory teams drive long-term success.
In this episode of the Exit Planning Coach Podcast with John F. Dini, family business expert Amy Wirtz shares powerful insights on how family dynamics, collaboration, and clear communication shape successful business transitions. Drawing from her background as a collaborative ...
Inclusive planning, legacy thinking and trusted advisory teams drive long-term success.
In this episode of the Exit Planning Coach Podcast with John F. Dini, family business expert Amy Wirtz shares powerful insights on how family dynamics, collaboration, and clear communication shape successful business transitions. Drawing from her background as a collaborative ...
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June 24, 2025 • 39 mins
Building EPIC:
The Story Behind the Software that Launched Exit Planning
In this episode of The Exit Planning Coach Podcast, host John F. Dini interviews Elizabeth Mower, former president of the Business Enterprise Institute (BEI) and the original architect of EPIC—the first exit planning software on the market. Elizabeth shares how her background in law and business led her to a pivotal role in shaping the ea...
The Story Behind the Software that Launched Exit Planning
In this episode of The Exit Planning Coach Podcast, host John F. Dini interviews Elizabeth Mower, former president of the Business Enterprise Institute (BEI) and the original architect of EPIC—the first exit planning software on the market. Elizabeth shares how her background in law and business led her to a pivotal role in shaping the ea...
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April 29, 2025 • 24 mins
Designing a Business You Can Step Away From
Dustin Cordier, CEPA, founder of StepZero Coaching, shares his journey from Air Force pilot to aviation entrepreneur to exit planning advisor. He explains the meaning behind "StepZero"—the importance of clarity and intention before taking action—and how these ideas shaped his approach to business growth and exit planning. Dustin discusses why he chose to focus on the av...
Dustin Cordier, CEPA, founder of StepZero Coaching, shares his journey from Air Force pilot to aviation entrepreneur to exit planning advisor. He explains the meaning behind "StepZero"—the importance of clarity and intention before taking action—and how these ideas shaped his approach to business growth and exit planning. Dustin discusses why he chose to focus on the av...
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March 18, 2025 • 35 mins
Navigating the Descent:
John Leonetti on Protecting Wealth and Legacy in Business Exits
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews John Leonetti, founder and CEO of the International Exit Planning Association (IEPA). Leonetti shares his journey from working in his father's textile business to founding the IEPA after experiencing firsthand the lack of succession planning resources. After ...
John Leonetti on Protecting Wealth and Legacy in Business Exits
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews John Leonetti, founder and CEO of the International Exit Planning Association (IEPA). Leonetti shares his journey from working in his father's textile business to founding the IEPA after experiencing firsthand the lack of succession planning resources. After ...
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February 18, 2025 • 25 mins
Sheryl Linck Podcast Summary
Time, Purpose, and Planning: Keys to a Successful Business Exit
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Sheryl Linck, a strategy and financial planning specialist at The Trust Company of Tennessee. Sheryl discusses her expertise in comprehensive exit planning, which includes continuity planning, personal financial planning, business planning, and es...
Time, Purpose, and Planning: Keys to a Successful Business Exit
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Sheryl Linck, a strategy and financial planning specialist at The Trust Company of Tennessee. Sheryl discusses her expertise in comprehensive exit planning, which includes continuity planning, personal financial planning, business planning, and es...
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January 21, 2025 • 27 mins
From Insurance to Exit Planning: Building Confidence in Owner Services
In this episode of The Exit Planning Coach Podcast, John F. Dini interviews Brian Trzcinski, Director of Business Market Development at MassMutual, about the evolution of their business owner services. Brian describes his 18-year journey from traditional insurance planning to comprehensive exit planning, emphasizing how MassMutual helps financial advisors...
In this episode of The Exit Planning Coach Podcast, John F. Dini interviews Brian Trzcinski, Director of Business Market Development at MassMutual, about the evolution of their business owner services. Brian describes his 18-year journey from traditional insurance planning to comprehensive exit planning, emphasizing how MassMutual helps financial advisors...
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December 17, 2024 • 30 mins
Building Trust at 23: Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Corwin Davidson, CExP, who transformed from a 23-year-old financial advisor into a seasoned exit planning specialist over the past 11 years. After discovering that business owners would listen to his expertise on buy-sell agreements despite his youth, h...
In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Corwin Davidson, CExP, who transformed from a 23-year-old financial advisor into a seasoned exit planning specialist over the past 11 years. After discovering that business owners would listen to his expertise on buy-sell agreements despite his youth, h...
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November 19, 2024 • 29 mins
From Law to Legacy:
How John Brown Pioneered the Exit Planning Industry In this Exit Planning Coach podcast interview with John F. Dini, John Brown, founder of the Business Enterprise Institute (BEI), shared his journey from Michigan grocery store roots to becoming a pioneer in exit planning. Brown's path led from the Colorado Attorney General's office to founding the law firm Minor and Brown, where his focus on business owners...
How John Brown Pioneered the Exit Planning Industry In this Exit Planning Coach podcast interview with John F. Dini, John Brown, founder of the Business Enterprise Institute (BEI), shared his journey from Michigan grocery store roots to becoming a pioneer in exit planning. Brown's path led from the Colorado Attorney General's office to founding the law firm Minor and Brown, where his focus on business owners...
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October 15, 2024 • 32 mins
Podcast Summary:
Mastering Business Transitions: Insider Secrets from a Wealth Planning Expert
Dan Springer's Blueprint for Seamless Owner Exits
In this insightful episode of the Exit Planning Coach podcast, host John F. Dini interviews Dan Springer, Director of the Wealth Planning team at MacLean Financial Group. Dan shares insights on his firm's comprehensive approach to exit planning for business owners, detaili...
Mastering Business Transitions: Insider Secrets from a Wealth Planning Expert
Dan Springer's Blueprint for Seamless Owner Exits
In this insightful episode of the Exit Planning Coach podcast, host John F. Dini interviews Dan Springer, Director of the Wealth Planning team at MacLean Financial Group. Dan shares insights on his firm's comprehensive approach to exit planning for business owners, detaili...
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September 17, 2024 • 31 mins
Thomas Taricani Podcast Summary
In this informative Exit Planning Coach podcast interview, Tom Taricani, CPA/APV, CVA, CEPA and Principal at Boyer Ritter, shares his expertise in business valuation and succession planning, focusing on the automotive dealership industry. Taricani discusses the challenges of valuing businesses post-COVID-19, emphasizing the need to reconcile historical data with future projections, espec...
In this informative Exit Planning Coach podcast interview, Tom Taricani, CPA/APV, CVA, CEPA and Principal at Boyer Ritter, shares his expertise in business valuation and succession planning, focusing on the automotive dealership industry. Taricani discusses the challenges of valuing businesses post-COVID-19, emphasizing the need to reconcile historical data with future projections, espec...
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