Yes, “it depends,” but here’s what it depends on.
Shaping an owner’s Exit Plan is a process with a potentially huge payoff.
Exit Planning assumptions can destroy even the most well-intentioned plans.
When business owners talk about their goals, they often realize that they need to start implementing a sound Exit Planning strategy to achieve them.
Self-made problems are the hardest ones to address.
What business owners have and what buyers expect is often quite different.
And what advisors can do to get them ready.
Self-made threats to financial futures are common but avoidable if advisors know how to help.
Quantifying resources is the best way to figure out what business owners need.
Confirming a business owner’s financial health is crucial to successful planning.
Learn more about the following Exit Planning Topics