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.
All content for The Exit Planning Coach is the property of John F. Dini and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Beyond the Owner-How Family Systems Shape Successful Exits Compressed
The Exit Planning Coach
32 minutes
2 months ago
Beyond the Owner-How Family Systems Shape Successful Exits Compressed
Beyond the Owner: How Family Systems Shape Successful Exits Inclusive planning, legacy thinking and trusted advisory teams drive long-term success.
In this episode of the Exit Planning Coach Podcast with John F. Dini, family business expert Amy Wirtz shares powerful insights on how family dynamics, collaboration, and clear communication shape successful business transitions. Drawing from her background as a collaborative divorce attorney and senior consultant with the Family Business Consulting Group, Amy discusses the importance of listening first, educating owners on their options, and engaging the full family system—not just the founder. She offers real-world examples of navigating generational shifts, avoiding conflict, and building governance structures that support long-term success. Whether you’re an advisor or a business owner, Amy’s perspective will change how you think about planning for the future.
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.
