‘That’s Not Fair’ and Other Unforeseen Exit Planning Problems

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Planning never occurs in a vacuum. People outside of the owner often have a say in the planning, and unless advisors know how to anticipate that, even the best-laid plans can go awry. In the eighth episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower talk about common problems that pop up during the Exit Planning Process, how advisors can anticipate these problems, and the best ways to approach the unforeseen.