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Hire a Mentor Exit Strategist

It’s a big step to decide that you will hire an exit strategist. When you decide you want an exit strategist on your team, you want to hire someone who will help maximize the value of your business and...

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Qualifying Questions for Your Exit Strategist

How do you select an attorney? How do you select a CPA? How do you select an M&A Advisor or a banker? For each member of your exit team you’re looking for experience, credibility, project...

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Schools Just Don’t Teach Comprehensive Early Exit Strategy Support

Schools just don’t teach this stuff, especially for private businesses. They focus on starting and running a strong profitable business, not how you’ll get out or how you’ll get your money out. Most...

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Who’s On Your Exit Team? The Rest of The Team

In addition to the legal team you need around you as you prepare and execute your exit, you also need a wide range of other experts, including a financial team, transaction team, and other advisors,...

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Titles and Teamwork

Titles are important to understand the specialties, experience, and expertise advisors bring to your exit team. For exit planning, the attorneys, accountants, valuation experts, growth experts, wealth...

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Qualifying Questions For Your Virtual Partner In Exit Planning

When you are ready to ask for help planning your exit – how to get out, where do you turn for help? Here are five questions to ask potential advisors to determine if they will focus on your best...

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