Exit Is Now - Plan Accordingly With Scott Snider cover image

Summit Special featuring Joe Seetoo, Rick Krebs, & Rich Jackim

Exit Is Now - Plan Accordingly With Scott Snider

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The Rise of SEPA: Exit Planning Awareness

This chapter explores the growing recognition of the SEPA designation among business owners and financial firms, highlighting its potential future equivalence to the CFP. It discusses the launch of dryvalue.com, aimed at connecting business owners with advisors, and reflects on the challenges and aspirations behind fostering a community around exit planning.

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