I recently had one of those rare moments of absolute clarity.
As someone who has spent a lifetime in the world of referrals and trusted relationships, I’ve always known the power of collaboration. But it wasn’t until I immersed myself in the exit planning world—thanks to my introduction to Scott Snider and the Certified Exit Planning Advisor program—that I understood why I felt so at home there.
Exit planning is, at its core, about collaboration. About trust. About protection. In short—it’s about risk mitigation through relationships.
That’s exactly what my book Can I Borrow Your Car? is about. While it may appear on the surface to be a book about referrals, it’s really a deeper exploration of intentional collaboration. It’s a story of building safety, alignment, and purpose-driven growth through others.
And that’s where the marriage of my work and this community becomes so powerful.
To my fellow CEPAs, Growth Drive partners, and exit planning professionals: if you’ve ever felt like you’re supposed to “go it alone,” let me assure you…you’re not. The path forward is not built on independence, but interdependence.
If you’re interested in taking your business a step further, head over to my Substack to read the full article and subscribe to Can I Borrow Your Car.
