
ExitReadiness®️ PODCAST · 2026-05-01 · 41 min
Business partnerships are at the center of many of the most complex exit planning decisions an owner will face - whether navigating a sale to key employees, a family transfer, or simply trying to keep a co-ownership relationship healthy enough to survive a transition. AI can help organize information, surface patterns, and even simulate dialogue. But when it comes to the deeply personal, relational, and often emotionally charged work of partner negotiations, there are limits to what technology can do alone. David Gage, Ph.D. - clinical psychologist, mediator, founder of BMC Associates, and creator of The Partnership Charter - rejoins Pat and Walter for this episode in the AI & Exit Planning Series to explore exactly where AI can add genuine value in sensitive partner discussions, and where the irreplaceable judgment of a trained human professional is essential. A conversation that is both timely and practically useful for any business owner navigating co-ownership complexity on the road to exit. Guest: David Gage, Ph.D. - Founder, BMC Associates | Author, The Partnership Charter | Founder, The Partnership Charter Institute