How Greg McLaughlin Uses a Team Approach in Exit Planning

Jun 18, 2024 · 20m 18s
How Greg McLaughlin Uses a Team Approach in Exit Planning
Description

In this Exit Planning Coach podcast episode, John Dini interviews Greg McLaughlin, founder and partner of Business and Financial Strategies. Greg discusses his journey from financial planner to Certified Exit...

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In this Exit Planning Coach podcast episode, John Dini interviews Greg McLaughlin, founder and partner of Business and Financial Strategies. Greg discusses his journey from financial planner to Certified Exit Planning Advisor (CEPA) and shares his approach to working with business owners. He highlights the importance of referrals, building trust, and using the ExitMap Assessment to guide clients through a structured five-meeting process. Greg emphasizes the value of a team-based approach to exit planning, addressing common challenges such as time constraints and helping owners understand return on equity. He concludes by offering advice to new advisors, encouraging them to focus on building a strong team and following a proven process like ExitMap to best serve their clients.
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Author John F. Dini
Organization John Dini
Website -
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