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.
Sheryl Linck on Time, Purpose, and Planning- Keys to a Successful Business Exit
The Exit Planning Coach
25 minutes
9 months ago
Sheryl Linck on Time, Purpose, and Planning- Keys to a Successful Business Exit
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 estate planning. She emphasizes the importance of holistic planning for business owners, addressing challenges like time management, family harmony, and post-exit purpose. Sheryl also shares her ideal client profile (businesses with $5M+ in revenue) and advises new exit planners to focus on their expertise and collaborate with a team rather than trying to handle everything alone.
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.
