Exit Is Now - Plan Accordingly With Scott Snider Excellence in Exit Planning
Jun 8, 2023
In this discussion, James Jack, a leader at UBS focusing on business owners, shares insights on resources tailored for entrepreneurs, while emphasizing multi-generational planning. Joe Srazzeri, an acclaimed exit planning expert, discusses the evolution of exit strategies and the importance of team-based processes. Both guests highlight the growing respect for entrepreneurs in exit planning, shifting conversations towards structured and empathetic approaches. They also explore the future of exit planning with trends like sustainability and AI's impact.
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Offer Flat-Fee Quarterback Services
- Create flat-fee, advisory packages to serve owners with wealth tied up in their businesses.
- Act as quarterback: coordinate coaches, valuations, and specialists to close the wealth gap.
Make Exit Planning A Team Process
- Exit planning must be a team-driven, process-oriented discipline with the end in mind.
- Integrate optionality early so owners can adjust strategy as circumstances change.
Start With Advisor Education
- Educate advisors early and build a grassroots movement to serve business owners before liquidity events.
- Align firm services (family advisory, planning, banking) to support owners throughout the lifecycle.
