011-Building Your Exit Team

16/05/2024 17 min Episodio 11
011-Building Your Exit Team

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Episode Synopsis

Summary In this episode, Adam and Steve discuss the importance of building an exit team for business owners. They emphasize the value of having a family office approach, where professionals from different areas of expertise work together towards the goal of a successful exit. They highlight the key members of an exit team, including a credentialed M&A expert, a qualified tax planner, an attorney specialized in business transactions, and a financial advisor. They stress the importance of having these experts guide business owners through the exit process to avoid costly mistakes and ensure a smooth transition. Chapters 00:00Introduction 01:23The Concept of a Family Office 04:08The Role of a Credentialed M&A Expert 08:21The Importance of a Qualified Tax Planner 09:47The Role of an Attorney Specialized in Business Transactions 13:11The Role of a Financial Advisor in Exit Planning 15:09Applying the Exit Team Approach to Acquisition Strategies   Episode Links:  #AD: Walking to Destiny  (Amazon) https://amzn.to/4aXBJmE Sign up for our BusinessBuilder Thursday weekly guide - www.scaletosell.com Get a FREE professional valuation of your business - https://www.scaletosell.com/discovery    Follow the podcast so you never miss an episode. Please rate and review the podcast so more entrepreneurs can find this valuable content to scale and exit their businesses.   IG: @scaletosell FB: @scaletosell Youtube: @scaletosell LI: @scaletosell

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