The Exit Planning Coach

How peer groups, professional networks, and community service create better client outcomes and generate meaningful referrals.

Matt Albers, CEPA, AWMA, MRFC, founder and CEO of DRS Wealth Management and partner at DRS Business Advisors, joins John F. Dini, CExP, CEPA, CBEC, CEMC, The Exit Planning Coach, to discuss his relationship-driven approach to exit planning. Matt explains how he sets clear client expectations, organizes priorities into 90-day sprints, and uses peer advisory groups to create accountability and help owners learn from one another. He also shares how educational events, Chambers of Commerce, the Legacy Advisor Network, and his work with the environmental nonprofit Rink to Reef have helped him build connections and grow his practice. For advisors entering the field, Matt offers two essential recommendations: use a structured platform such as ExitMap and remember that successful exit planning is always a team effort.

Jozef Ogrodny on the Human Side of Exit Planning

Why trust, thoughtful questions, and honest conversations matter as much as technical expertise

Summary In this episode of The ExitMap Podcast, Jozef Ogrodny, CPA, CEPA, Business and Executive Coach with Focal Point Business Coaching Chicagoland, joins John F. Dini, CExP, CEPA, CBEC discuss why successful exit planning requires more than valuations, tax strategies, and transaction expertise. He explains how owner dependency, unrealistic expectations, and a lack of leadership development can undermine both external sales and internal successions. Jozef also shares how trust, thoughtful questions, strategic partnerships, and an understanding of the human side of transition help advisors guide owners toward practical, achievable outcomes.

Kelly Finnell Podcast Summary:

Keeping the Business in the Family: Kelly Finnell on ESOPs

How ESOPs can create liquidity, preserve family ownership, and balance the competing needs of active and inactive children

In this episode of The ExitMap Podcast, ESOP expert Kelly O. Finnell, J.D., CLU, AIF®, President & CEO of EFS ESOP Consultants, LLC joins John F. Dini, CExP, CEPA, CBEC to explore how ESOPs can help solve one of the toughest family business challenges: balancing the needs of active and inactive children. They discuss how an ESOP can provide liquidity for family members who are not involved in the business while allowing the next generation of leadership to maintain operational control and position the company for continued growth. The conversation also covers ownership, governance, estate planning, and the significant tax advantages that can make ESOPs a powerful family business succession strategy.

Mike Huey: From Founder-Led to Sale-Ready

Helping business owners build scalable companies buyers want to own.
In this episode of the ExitMap Podcast, John F. Dini talks with Mike Huey, founder of Scalable Sales Solutions, about why scalable sales systems and exit planning should go hand in hand. Mike explains how reducing founder dependence, building repeatable sales processes, and increasing enterprise value prepare a company not only for growth but also for an eventual sale. The conversation also explores the importance of helping owners develop a meaningful vision for life after the business, effective referral-based marketing, maintaining exceptional client relationships, and practical advice for advisors entering the exit planning profession. Throughout the discussion, Mike emphasizes that owners should begin preparing for an exit long before they think they're ready to sell.

This episode of the ExitMap Podcast focuses on one of the most overlooked—and potentially costly—aspects of exit planning: poorly written or poorly funded buy-sell agreements. John Dini, CExP, CEPA, CBEC, CEMC, the Exit Planning Coach, interviews CPA and Certified Exit Planner David Jean, who shares real-world stories illustrating how vague language, flawed valuation formulas, missing signatures, unfunded obligations, and outdated agreements can create significant financial and legal problems. Together they outline the key provisions every advisor should review to help protect owners, their families, employees, and the business itself.

In this episode of the ExitMap Podcast with John F. Dini, Blair Koch, Managing Partner of TAB Denver West,  shares her approach to helping business owners move from dependence to true independence by strengthening leadership teams and shifting decision-making away from the owner. She emphasizes that most barriers to transition are self-imposed—owners struggle to let go, even when their teams are capable. Through a coaching-based approach rooted in deep relationships and thoughtful questioning, Koch helps owners clarify both business and personal goals, often years before an exit. The conversation highlights key signals that owners are ready to step back, the importance of building the right advisory team, and the often-overlooked challenge of defining purpose after the business. Ultimately, successful exits begin long before a transaction—by helping owners create a business, and a life, that can thrive without them.

In this episode of the ExitMap Podcast with John F. Dini, Blair Koch, Managing Partner of TAB Denver West,  shares her approach to helping business owners move from dependence to true independence by strengthening leadership teams and shifting decision-making away from the owner. She emphasizes that most barriers to transition are self-imposed—owners struggle to let go, even when their teams are capable. Through a coaching-based approach rooted in deep relationships and thoughtful questioning, Koch helps owners clarify both business and personal goals, often years before an exit. The conversation highlights key signals that owners are ready to step back, the importance of building the right advisory team, and the often-overlooked challenge of defining purpose after the business. Ultimately, successful exits begin long before a transaction—by helping owners create a business, and a life, that can thrive without them.

Beyond the Deal with Jeff Adam: Why the Best Business Exits Start with What Comes Next   

In this episode, John F. Dini speaks with M&A expert Jeff Adam—President of Adam Noble Group and advisor on more than 800 business sales—about what truly defines a successful exit. Jeff shares why his process has remained grounded in listening first, how life after the business often matters more than the sale itself, and why advisors must sometimes walk away from lucrative deals that aren’t the right fit. From real-world examples of missed red flags to stories of dramatically increased valuations through preparation, this conversation highlights the difference between transactional thinking and long-term advisory impact.

In this episode of the ExitMap Podcast, John F. Dini interviews Amanda Bussa, CBEC, Managing Partner and Co-Founder of Bussa Financial Partners, about her 24-year career serving business owners—beginning on September 11, 2001. Amanda shares how she entered financial services straight out of college with a focus on business owners from day one, developing an “approach talk” that identifies coordination gaps in estate planning, succession planning, wealth accumulation, and risk management. Rather than positioning herself as a business consultant who “does everything,” she emphasizes education, collaboration, and long-term accountability. The conversation explores:

• How to transition from being an “exit talker” to an “exit doer”
• Why referrals and centers of influence are her primary marketing engine
• What defines an ideal client (open, transparent, collaborative)
• The importance of professional designations to build credibility
• When to bring in outside specialists for valuation enhancement
• The entrepreneurial mindset required to serve business owners effectively

Amanda’s story blends grit, discipline, and authenticity—highlighting the parallels between athletics and entrepreneurship, the realities of building a firm from scratch, and the importance of choosing clients intentionally as your practice matures.

The Exit Myth: From Corporate Success to a Purpose-Driven Exit Why selling the business isn’t the finish line—and how real exit readiness changes everything.

In this episode of the ExitMap Podcast, John Dini, The Exit Planning Coach, sits down with Melinda Adams to unpack the realities behind entrepreneurship, exit planning, and what truly happens after the sale of a business. Melinda shares her journey from corporate leadership at IBM and Oracle to owning—and eventually selling—a multi-location business, candidly discussing the costly mistakes she made by not being exit-ready. Together, they explore why so many owners underestimate taxes, overestimate proceeds, and fail to plan for life after the transaction. Melinda explains how her own exit experience reshaped her career, leading her to help owners identify their “freedom point” and avoid becoming part of the 75% who regret their exit. The conversation highlights the importance of holistic planning, assembling the right advisory team, and treating exit readiness as good business planning—not a last-minute event. For advisors and business owners alike, this episode reinforces a critical truth: a successful exit isn’t about selling the business—it’s about designing the life that comes next.