"The contents of this material was published on September 21, 2018 and may be outdated and not reflect current facts. This materials should be used only as a reference."
What is Exit Planning? Exit Planning is the holistic approach to designing a business-exit strategy that helps provide you maximum value for your life’s work. In encompasses setting Exit Objectives, creating an Advisor Team comprised of trusted professionals, and writing down each aspect of the transition sequence. With your input, the Exit Plann…