Building Trust at 23: Corwin Davidson's Journey from Buy-Sell Expert to Exit Strategist

 In this episode of the Exit Planning Coach podcast, host John F. Dini interviews Corwin Davidson, CExP, who transformed from a 23-year-old financial advisor into a seasoned exit planning specialist over the past 11 years. After discovering that business owners would listen to his expertise on buy-sell agreements despite his youth, he expanded his knowledge through BEI certification and now helps owners prepare their businesses for successful transitions. His process typically begins with an "ExitMap" assessment, focusing on clients with at least $500,000 in profitability, particularly in service industries like medical practices, veterinary clinics, and engineering firms. Davidson sources clients primarily through referrals and faces common challenges like unrealistic valuation expectations and owners' reluctance to delegate. He advises new professionals entering the field to master one aspect of exit planning before expanding their expertise, drawing from his own experience of starting with buy-sell agreements before broadening his services.

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“In the past decade surveys have shown that 75% of former business owners are “unhappy” or “have regrets” a year after their transition. The Exit Planning Coach podcast is dedicated to reducing that number by helping advisors create deeper conversations with their clients.” John F. Dini, CEXP, CEPA
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About John: John is the leader of MPN, the parent company of ExitMap® LLC and the creator of the ExitMap coaching tools. He has spent 30 years successfully coaching hundreds of business owners and was the most successful operator of The Alternative Board® peer groups in that organization’s history. He is the author of three books, two of which won multiple awards. John received his Bachelor of Science in Accounting from Rutgers University, and a Masters of Business Administration from Pepperdine. He also holds seven business-related certifications. ============================================
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