Exit Is Now - Plan Accordingly With Scott Snider Conversations with Industry Thought Leaders!
Jun 6, 2024
Guest
Julie Keys
Guest
Gordon Bell
Guest
Justin Goodbread
Guest
Michelle (John Hancock Investment Management)
In this engaging discussion, guests Michelle of John Hancock Investment Management, Justin Goodbread, Gordon Bell, and Julie Keys share their insights on exit planning. Michelle explains how to transition from a lifestyle business owner to a value creator, emphasizing the importance of integrating Value Acceleration into family businesses. Justin discusses building businesses with future buyers in mind, while Gordon highlights the evolving landscape of owner readiness. Julie notes the growing acceptance of exit planning across generations, reinforcing the value of collaboration in the industry.
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Embed Yourself Early With Business Owners
- Start working with business-owner clients early and embed yourself in their planning process.
- When liquidity occurs you'll already manage the proceeds and deepen advisor relationships.
Vacation Book Sparks Family Business Change
- Michelle read Walking to Destiny on vacation and convinced her husband Josh to engage with SEPA training.
- Josh then began working with Cultivate Advisors and saw rapid growth in his automotive collision business.
Think Like A Buyer To Create Value
- Thinking like a buyer changes how owners prioritize value creation over lifestyle operations.
- That buyer mindset produces tangible changes in business decisions and increases enterprise value.
