The impact of a mass number of business owners nearing the age to exit and what it means for the advisors that work with them.
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Exit goals are goals that a business owner establishes to help define what a successful exit is to him or her. They can fall into three categories: foundational, universal, and values-based. Foundational goals are goals that must be attained before the owner exits. Universal goals are goals that an owner wants to achieve before he or she exits. Finally, values-based goals are the desires owners have for themselves and their businesses after they exit. Review the content below to dive deeper into the subject of helping owners define their exit goals.