Exit Plan Show

Video Library

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

S-Corp Conversion Case Study With Jennifer Mailhes

Buyer Deal Structure Case Study With Jeff Jones

Multi-Tax Jurisdiction $100,000,000 Company Sale Case Study With Jason Sharp

Dad Puts One of Six Business Active Kids In Charge of Company Case Study With Don Ford III

Professional Practice Case Study With Deon Warner

Manufacturing Company Case Study With Don Ames

Disaster Recovery Plan Buys Time To Decide "What's Next?" - Case Study With Barbara Stewart

Houston Manufacturing Company Sale to Larger Acquirer Case Study With Tres Bain

Manufacturing Company Tax Reduction Strategy Case Study With Steven Bankler

Business Credit Building Case Study With Marco Salinas

Sale To Leadership Team Case Study With Kirk Francis

Third Party Sales Ends Up An ESOP - Case Study With John Dini

Successful ESOP Case Study With J. Friedman

Household Company Grows Sales From $2 Million $10 Million - Case Study With Gerald W. Brown

Case Study With Business Bank of Texas CEO Ed Lette

Texas Health Care Company Case Study With Doug Sheiding

Vietnam Vet Builds One-of-a-Kind Texas Business - Case Study With David Sweeten

From $2mil to $40 mil Case Study With William (Bill) Dimick #3

A $50 Million Company Sale To a Native American Tribe Case Study With Oklahoma Attorney R.H. Trey Tipton

A Small Company Case Study With T.J. Lyles-Tims

An Irrevocable Life Insurance Trust Case Study With Oklahoma Estate Planning Attorney Sally A Hasenfratz

A Case Study About the Importance of Tracking KPIs With Martin Holland

I Sales of a Unique Business Case Study With Oklahoma Attorney Mark A Robertson

A Making The Owner Invisible Case Study With Business Broker and CExP Larry Hughes

Sale of a 70 Year Old 48-State Business Sale Case Study With John C Johnson

A Sale of a 30+ Year Old C-Corp Distribution Company With John E Curzon, CPA

A sale to a Competitor Case Study With Oklahoma Attorney L. Christopher Tweedy

A 2,000 Employee Grocery Chain Employee Benefits Case Study With Cher Bumps

A Pre-Sale Preparation Case Study With Susan Spitz

A Seller's Remorse Case Study with St. Louis Wealth Manager Lissner

An Unexpected Death Business Continuity Case Study With St. Louis Business and Estate Planning Attorney Melissia Riddle

An Family Insider Sale Case Study With Melissa Graag

A Medical Waste Disposal Company Case Sturdy With Kevin Short

A Manufacturing Company Case Study With St. Louis CPA and Business Broker Jim Stauder

A Sale To Employees Case Study With James Maher

A Section 338 Case Study With St. Louis CPA Douglas Eckert

A $25 Million Internal Systems Development Company Sale Case Study With St. Louis Investment Banker Deborah Douglas

A Wealth Management Issue Case Study With Missouri CFA Cliff Reynolds

A $500,000 Working Capital Dispute With St. Louis CPA Bryan Graiff

A Majority Owner Third Party Sale Case Study With Saint Louis Mergers and Acquisitions Attorney Bradley Crandall

A Missouri C-Corporation Case Study With St. Louis Attorney Andy Kaiser

A Columbus, Ohio Retailer Case Study With CPA Tim McDaniel

A Case Study With Rochester, New York ESOP Professional Rob Brown

A Value Building Case Study With Ohio Business Consultant Michael Diercks

A 20+ Million Dollar Business Exit Planning Case Study With Cleveland CFP and Wealth Manager Mark Tepper

A C-Corporation Construction Company Case Study With Ohio Family Business Specialist Keven Prather

An Multi-Owner Ohio Retailer Case Study With Cleveland Business Attorney Jim Vail

An Ohio GRAT Case Study With Business and Estate Planning Attorney Jim Dickinson

A Louisiana Business Transition Case Study With Cleveland Family Business Advisor Jeff Ahola

A Financial Controls Case Study With Ohio Business Broker and Consultant Emmett Apolinario