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.