Inside The Exit

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

Fri, 11/26/2021 - 08:00

In this edition of Behind the Scenes, we interview Lawrence K.

Fri, 11/19/2021 - 08:00

In our previous blog, we met “Hank,” a long-time and satisfied client of financial advisor, Anita Patel.

Fri, 11/12/2021 - 08:00

Financial advisor Anita Patel received the call that all advisors (regardless of profession) dread; the “Thanks for everything, but I need to move on” call.

Fri, 11/05/2021 - 08:00

The construction of a building, and the creation of a successful business Exit Plan, require three different roles: an architect, a ge

Fri, 10/29/2021 - 08:00

In this week’s blog, we interviewed Kathleen Hoye about the complexities of inside transfers. Kathleen Hoye is a Consulting Principal at MCM CPA

Fri, 10/22/2021 - 08:00

In this blog series, we discussed how you, as a business advisor, are the guide in your owner client’s journey.

Fri, 10/15/2021 - 08:00

In the classic movie, Wizard of Oz, Dorothy finds herself in unfamiliar territory wanting nothing more than to return home to Kansas.

Fri, 10/08/2021 - 08:00

Frodo never would have been able to destroy the ring and save the Shire without Gandalf. Luke Skywalker would have never defeated Darth Vader without training from Yoda.

Fri, 10/01/2021 - 08:00

In this segment of Behind the Scenes, we interview John Dini, Founder and CEO of The ExitMap®, on how he has made some critical changes to his practice to ensure he receives the information he needs to properly create an Exit Plan in a timely manner.