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Home › Insights

Insights for Business Advisors

Exit Planning Articles

Explore expert-written Exit Planning articles and business planning insights created for today’s professional advisors. From value growth strategies to Owner Based planning frameworks, these resources help advisors lead more confidently and serve business owners at a higher level.
Two colleagues communicating in corridor, partners walking in the modern office

Maximize Business Value with Owner Based Planning

Mark McNeillie July 22, 2025

In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that

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Business advisors help owners balance emotion and rationality.

Exit Planning Is a Whole-Person Journey

Lindsay Giachetti July 15, 2025

How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment

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Business advisor holding a map.

Advisor’s Guide to Entering the Exit Planning Marketplace

Lindsay Giachetti July 8, 2025

Core Insights Breaking Through: How to Overcome Barriers in the Exit Planning Market Last week, we explored the common roadblocks

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Insurance advisors

The Strategic Role of Insurance Advisors in Owner Based Business Planning

Lindsay Giachetti July 1, 2025

Using Insurance to Protect and Grow Business Value Insurance professionals may not always be seen as the first stop for

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Advisor discussing Exit Planning options with business owner client.

Why Business Owners Delay Exit Planning

Lindsay Giachetti June 23, 2025

The Real Reason Owners Delay Exit Planning—and How to Break Through Many owners assume that planning for their exit begins

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Photo of waiter Edsel Ford Fong with a group of joyous customers in 1982.

How to Save a Legacy Business: Lessons from Sam Wo’s Possible Closure

Lindsay Giachetti December 9, 2024

Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital role of Exit Planning. With proper preparation, its future could have been secured, preserving its cultural significance. Can Sam Wo’s story inspire businesses to protect their legacies?

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