As a Certified Exit Planning Advisor, exit planning is a subject that’s near and dear to my heart. Unfortunately, it’s an often overlooked and misunderstood area in business. I often encounter ...

While the title of this article promises to tell you who an exit planner is, it might be best to start with the one thing an exit planner is not. An exit planner is not a funeral director. When ...

Business owners often put their life’s work into growing their business, taking immense pride in building an enduring legacy for their families and the many stakeholders involved along the journey.

In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Planning Institute (EPI). Of the alphabet salad following Lauren’s name, she and I ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Exit planning is essential for every business owner—not ...

As America’s largest generation approaches retirement age, we are seeing an influx of business owners looking for an exit ramp. Curiously, we are also seeing business owners of younger generations ...

There is an opportunity in the marketplace to develop a profitable practice in exit planning. Countless books and articles on exit planning highlight today’s ideal conditions for advisors: the aging ...

An exit strategy is a key plan for divesting from a company, with specific goals and actions for ownership or asset transfer. The exit strategy is a comprehensive plan outlining how a business owner ...

Most entrepreneurs start their business based on a passion or a great idea and get busy working in the business. That’s the fun part of business and the immediate reward for your having vision, taking ...

If you own a fleet operation and have a business plan, that plan should include an exit strategy. A well-written exit plan defines exactly how the owner will be paid for their sweat equity at a ...

Whether you’re a founder, an early employee or an executive, the possibility of an exit offers extraordinary financial possibilities. However, I see plenty of founders having liquidity events only to ...