The Growth-Drive Hot Seat: How Dietz Next Stage Built a Scalable Exit Advisory Practice
Summary
In this conversation, George Sandmann speaks with Mike Sur and Larry Dietz about the evolution of Dietz Next Stage, focusing on exit planning and the importance of collaboration in the financial advisory space. They discuss the challenges business owners face when preparing for an exit, the need for a cohesive team approach, and the unique market dynamics in Indiana. The conversation highlights the significance of perspective in business planning and the value of strategic partnerships in delivering comprehensive services to clients.
Keywords
Growth Drive, Exit Planning, Business Strategy, Wealth Management, Corporate Governance, Business Exit, Financial Planning, Business Development, Client Relationships, Market Evolution
Chapters
00:00 Introduction to Dietz Next Stage
04:24 The Evolution of Exit Planning
11:33 The Whale Tail Game Board and Client Engagement
17:41 The Importance of Focus and Commitment
24:38 Building Strategic Relationships
29:27 Final Thoughts and Future Directions
In this conversation, George Sandmann speaks with Mike Sur and Larry Dietz about the evolution of Dietz Next Stage, focusing on exit planning and the importance of collaboration in the financial advisory space. They discuss the challenges business owners face when preparing for an exit, the need for a cohesive team approach, and the unique market dynamics in Indiana. The conversation highlights the significance of perspective in business planning and the value of strategic partnerships in delivering comprehensive services to clients.
Keywords
Growth Drive, Exit Planning, Business Strategy, Wealth Management, Corporate Governance, Business Exit, Financial Planning, Business Development, Client Relationships, Market Evolution
Chapters
00:00 Introduction to Dietz Next Stage
04:24 The Evolution of Exit Planning
11:33 The Whale Tail Game Board and Client Engagement
17:41 The Importance of Focus and Commitment
24:38 Building Strategic Relationships
29:27 Final Thoughts and Future Directions
