So you are a successful business owner, used to controlling your own destiny; but for numerous potential reasons whether it is the desire to spend more quality time with the family, a recent health event or changing business circumstances, the necessity to take less of a role in the day-to-day management of your business is increasingly important to you.
So, let’s begin with what is the big elephant in the room problem for business owners looking to exit their business:
What is the primary reason business owners have an unsuccessful business exit on their terms?
The primary reason business owners are unable to exit their business under their terms and amount they desire is because they failed to set transition goals early enough.
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C, Brian Conners, MBA, CFP® is a Certified Financial Planner and Investment Advisor Representative with NPB Financial Group in Irvine, CA, member FINRA, MSRB and SIPC. . He is CA insurance licensed – #0661999. He can be contacted by email at email@example.com or by phone at 949-271-6433.