Dear Business Owners, Exit Planning Professionals, and Financial Advisors,
What’s the biggest risk in exit planning? It’s not just market volatility or valuation swings — it’s the “car wrecks” that happen when collaboration breaks down, expertise is overstated, or discipline falters. If you’ve read my latest book, Can I Borrow Your Car?, you know my philosophy: every referral is a relationship you should return in better condition than you received it.
Exit planning is a complex, multi-year journey that requires a pit crew of experts: financial advisors, value drivers, attorneys, CPAs, HR specialists, and more. Each plays a unique role at different stages, and the stakes are high for business owners and their advisors. The goal? A smoother, more profitable, and ultimately successful transition — whether you set the date or life sets it for you.
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.
