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Business Exit Planning Blog Articles & Insights

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.

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Choosing the Right M&A Option for your Clients

April 7, 2023

This week, one of our newest partners, CSG Partners, gives a high-level overview of multiple

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Exit Planning Process: Creating a Comprehensive Plan

March 31, 2023

In this blog, we'll conclude the Exit Planning Process series with an introduction into the

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Exit Planning Process: Overcoming Fee Apprehension

March 24, 2023

Simply quoting a price will not suffice. You need to set the stage for the

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Exit Planning Process: The Engagement Meeting

March 17, 2023

The Engagement Meeting is a critical step in the Exit Planning Process. In this meeting,

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Exit Planning Process: The Discovery Meeting

March 10, 2023

During the Discovery Meeting, your goal as the business advisor is to understand the owner’s

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Common Misperceptions in an Owner’s View of Exit Planning

March 3, 2023

In today’s blog, we’ll look at 4 common misperceptions about planning so you can match

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