Exit planning has transformed dramatically in recent years, evolving from a one-time transactional event into a comprehensive, value-driven strategy. Today’s business owners expect more than just a sale — they want to maximize the value of their business, ensure continuity for employees and clients, and secure a lasting legacy.
The modern advisor’s role is to orchestrate this process, guiding owners through a journey that creates options and drives measurable growth.
This series is designed to build your confidence, sharpen your strategies, and help you become the top advisor in the financial services industry for exit planning and business growth by referral.
Stay tuned for Article 2, where we’ll dive into the discovery phase: how to assess value, readiness, and opportunity — and how to use these insights to engage both clients and your professional network from day one.
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