In this episode, I discuss the top three exit planning mistakes business owners make when trying to leave and retire from the business.

These include:

  • Not knowing the true value of the business
  • Waiting too late to plan until being forced to sell
  • Being too personally attached and involved in the business

I'll discuss each of these in more depth and how to avoid them. Enjoy!


We help business owners:

→ Understand the complexity of navigating a business transition

→ Assess their level of preparedness from a financial, tax, and legal perspective

→ Plan for the next chapter of their life

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