Exit Plan Show

Video Library

Browse interviews and insights from the show. Use the filters to narrow by topic or profession.

Successful ESOP Case Study With Dave Harris

$30 Million in Stock but Couldn't Write a Check for a Boat Case Study With Christopher Mercer

ESOP Feasibility Case Study With Andrew T. Holmes

200 Employee Electrical Company Case Study With Phillip Miron

Typical BEI Seven Step Approach Exit Planning Case Study With Mike Boschetti

Defective Trust Estate Planning Case Study With Matthew Jones

Flexible Spending Account Case Study With Lisa Moriconi

Sheltering $750,000 Per Year Deferred Compensation Payout Case Study With Jeff Dixon

Intellectual Technology Asset Management Group Case Study With Gary Perritt

$200 Million Revenue Distributor Case Study With Gary L. Jones

"I'm Going to Close This Business" Case Study With Cheryl F. Shuffield

Hardware Systems Company Case Study With J. Wesley Legg

"Pot Trust" Case Study With Stewart Welch III

"Navigating Through the Fog" Case Study With Scott Stone

Software Company Case Study With Nancy C. Hughes

Acquisition of a Majority Interest Case Study With Lee McGee

GRATs With Minority Discounts Strategy Case Study With Jim Richardson

Six Million in Revenue and Losing $500,000 Case Study With Hewes T. Hull

Two Owners With Differing Philosophies Case Study With Gregory S. Curran

"I Need Money" Case Study With Goodloe White

"I'm Pulling a Wagon up a Hill" Case Study With Gayle Lantz

Birmingham's Innovation Depot Tech Incubator Case Study With Devon Laney

Advanced Due Diligence Prevents Last Minute Hurdles - A Case Study With Whitney Johns Martin

Case Study With Investment Banker Robert S. Hil

Second Generation Materials Company Exit With Happy Ending - Case Study With Paul K. Chafetz

Watching Your Numbers Case Study With Michael Mirau

Cash Offer Turns Into Earn Out When Owner Ignore Advisor's Advice - Case Study With Mark D. Wigder

Texas Multi-Physician Case Study With Mariann Montgomery

Lack of Customer Diversification Case Study With Joan M. Ridley

Private Equity Case Study With Jason Faucett

Asset Protection Case Study With Erin Botsford

Family Governance Case Study With Doug Box

Formal Valuation Nets Buyer 67% More Than Expectations Case Study With Brian Wendler

Southwest Airlines Case Study With Brent M. Longnecker

Growing Company Employee Benefits Case Study With Wade Perrin

Cook Me Somethin Mister Case Study With Michael Ricks

Conflicting Shareholder Exit Objectives Case Study With Michael Beduze

Strategic Business Execution Case Study With Mark Lewis

Qualified Plan Case Study With Lynn Pyke

Lack of Estate Planning Case Study With Lisa Finn

Simple Tax Strategies With John Cressand

Pearl Wine Company and Wine Bar Case Study With Joel Duran

Buyer Requires 500+ Documents From 35 Million Dollar Company - A Case Study With Clayton J. White

Procedural Chaos Case Study With Business Coach Chuck Blohowiak

Ineffective Buy_sell Agreement Case Study With Ronald Morrison Jr.

Construction Company Owners Parting Ways Case Study With Andrew Legrand #3

Defective Grantor Trust Case Study With Tom Posey

Another Great Business Story From Small Business Today's Steve Levine

Sibling Conflict and Insider Transfers Family Members - A Case Study With Rusty Smith

Family Dynamics Case Study With Richard Claywell