During a recent interview, I asked a roofing company owner
whether he had an exit plan in place for leaving his company. His
response was an all too common one: "Yes, my accountant handles
After our discussion, he discovered his exit planning adviser
really is not an exit planner—just a great accountant.
Exit planning is an emerging profession that incorporates
fragmented information into one holistic plan for a business owner
to successfully exit his or her business. Many advisers claim to be
exit planners, but a successful exit planner combines the...
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