Exit Is Now - Plan Accordingly With Scott Snider DriveValue.com Special: Cultivates Role in the Exit Planning Ecosystem
Sep 18, 2025
In this engaging discussion, Jeff Armstrong, a partner at Cultivate Advisors and a former business owner, shares his expertise on exit planning and value acceleration. He discusses the importance of shifting from immediate success to long-term significance in business strategy. Jeff emphasizes the role of financial advisors in aligning goals and introduces the concept of a Chief Value Officer to manage enterprise value. Additionally, he highlights owner resilience and mental health, providing tools that help business owners thrive both personally and professionally.
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Most Businesses Aren't Built To Sell
- Many business owners plan to sell but few are actually built to sell, so significant work remains.
- Moving companies from successful to significant multiplies value for owners, families, employees, and advisors.
Jeff Left Money On The Table
- Jeff sold his business to a competitor but admits he left money on the table due to lack of enterprise-value knowledge.
- That experience shaped his mission to educate owners and improve sell-side outcomes.
Let Financial Advisors Quarterback Personal Path
- Financial advisors should quarterback the personal-financial path while value advisors run the business-improvement path.
- Use a Business Health and Value Assessment to quantify asset value and create a prioritized action plan.
