The Exit Planning Process refers to the process by which business owners and Exit Planning Advisors brainstorm, create, and implement Exit Plans based on the business owner's goals.
There are 6 ingredients to a successful transfer to family. See what the first and most important ingredient is in this article.
Exit Planning is a marathon. See how business owners can avoid planning fatigue and why it’s important.
When planning an Exit Strategy, business owners must determine their Asset Gap.
The benefits to business owners on having an Exit Plan.
Find out how the National Conference helps advisors build their practices.
See how the National Conference helps advisors distinguish themselves and gain new business.
Co-owned businesses have special challenges and opportunities relevant to Exit Planning. See how you can help co-owners avoid a common risk.
One of the most common Exit Planning challenges is keeping the Process simple and focused. This article presents a case study for how advisors can overcome this challenge.
Find out whether the Exit Planning Process or the prospect is the most important aspect of Exit Planning.
5 proven strategies Exit Planning Advisors use to ask business owners the right questions.
Learn more about the following Exit Planning Topics