Broker Check
20 April
Family Biz Show Ep 34: Advanced Exit Planning for the Family Business


Ep 34 – Advanced Exit Planning for the Family Business

We’ve got a great show for you!

Join us Tuesday, April 20th from noon till 1pm EST to listen as Josh Patrick & John Brown discuss advanced exit planning for the family business.

During the live podcast recording, Tuesday, April 20th from noon till 1pm EST, we will be focused on the following:

  • What is business exit planning anyway and why does it matter?
  • How John Brown identified exit planning as a need for family business and what’s changed over the last 25 years.
  • Why are business owners not interested in business exit planning, but always interested in increasing business profit?
  • How to identify a PERMA-5 and why it’s so dangerous.
Register for the webinar here:

You won’t want to miss it!

This Weeks Guests:

Josh Patrick
Founder; The Sale Ready Company

Josh calls himself a ”forever student”, an entrepreneur and a curious observer of life. Here’s the roll of honor: Certified Financial Planner ®, Certified Financial Transitionist ®, a Chartered Financial Consultant ®, Chartered Life Underwriter ®, Contributor to the New York Times’ ”You’re the Boss” blog. Written for American Express Open,, and Huffington Post, Josh still consults with businesses he cares about, and spends as much time as he likes riding his bike, skiing and watching Grateful Dead concerts (100 and counting).

John Brown
Founder; Business Enterprise Institute

John started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style and in 2008 wrote Cash Out Move On: Get Top Dollar—and More—Selling Your Business. With hundreds of thousands of copies sold, John is the No. 1 selling author on Exit Planning for business owners. In 2016, John released his newest book, Exit Planning: The Definitive Guide, which lays out the steps business owners must take to achieve all of their aspirations as they exit their businesses. John started BEI in 1996 for the express purpose of helping owners benefit from their lives’ work by supporting business advisors who share the same vision.

You don’t want to miss it!
CRN -3545557-041321
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Family Wealth and Legacy LLC is not an affiliate of Lincoln Financial Advisors Corp.

Date and Time

Tue, Apr 20, 2021

12:00p - 1:00p EST


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