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.
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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.
Navigating the Descent - John Leonetti on Protecting Wealth and Legacy in Business Exits
The Exit Planning Coach
35 minutes
8 months ago
Navigating the Descent - John Leonetti on Protecting Wealth and Legacy in Business Exits
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 obtaining law and finance degrees and working in M&A and wealth management, he wrote "Exiting Your Business, Protecting Your Wealth" and established the IEPA (originally Pinnacle Equity Solutions). The IEPA distinguishes itself by focusing on practical implementation and requiring members to submit actual exit plans for certification. Leonetti emphasizes that successful exit planning isn't just about financial outcomes but about transforming entrepreneurs' lives by helping them prepare for life after business and preserve their legacy.
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.
