Guiding Your Client Through Their Business Exit

An exit planning advisor should ease the experience of selling a business. They explain, initiate, and guide business owners throughout the planning process. They also help their clients understand that their own business and personal goals dictate the path to a successful exit. They meet with a business owner to gather information, establish their exit […]

Three Keys to Success as an Advisor

Your role in exit planning is critical. From initial data collection to final implementation of strategic plans, you have a lot on your plate, leading and coordinating business owners’ entire exit planning process. Your role in a business exit simply cannot be understated. We know that business owners want to exit with financial security and […]

Personal Aspects of Exit Planning

Let’s talk about the more personal aspects of exit planning. These insights are something you can’t get from a webinar or class but come from a long history of successful exits and happy entrepreneurs.