Inside The Exit

View the best professional exit planner advice from our in-depth blog content

Fri, 07/01/2022 - 08:07

From "Service Provider" to "Most Trusted Advisor"

Creating a Partnership for Life

The ultimate objective of an Exit Planning Advisor is to enable their business owner clients to

Tags: Advisors

Fri, 06/24/2022 - 15:37

Most professional advisors, in some capacity, face the same challenges of gaining new clients and growing their practices.

Fri, 06/17/2022 - 13:36

Christine Trumbull is an Exit Advisor and the Founder of

Fri, 06/10/2022 - 13:18

ESOPs as an Exit Path 

As an Exit Planning Advisor, you may be faced with strong, contradictory opinions from your business owner clients on a variety of Exit Planning options.

Fri, 06/03/2022 - 11:36

One of the most popular business transition strategies is the sale to key employees. The reason for the interest in this exit path is because if this plan is structured properly,

Fri, 05/27/2022 - 08:28

On the surface, it seems like Exit Planning for family businesses hardly requires a second thought.

Fri, 05/20/2022 - 11:06

Joe Markovitch is a Senior Business Advisor, BEI Licensed Exit Planner

Tags: Marketing

Fri, 05/13/2022 - 10:35

When Exit Planning Advisors ask business owners what kind of business continuity plans they have in place, the typical response, if they have any at all, is usually along the lines of, “we already

Fri, 05/06/2022 - 17:20

As an Exit Planning advisor, helping your clients to prepare for the unexpected with continuity plans is key for covering the bases of any unforeseen business challenges.