Exit Is Now - Plan Accordingly With Scott Snider Meet Amy Wirtz - 2024 Exit Planner of the Year
Feb 20, 2025
In this discussion, Amy Wirtz, the current Exit Planner of the Year and family business consultant, shares her transformative journey from collaboration teacher to exit planning expert. She emphasizes the importance of trust in advisory teams and the value of networking for successful business transitions. Amy also explores niche specialization and community engagement, particularly in family-owned businesses. Furthermore, she highlights the significance of empathy and continuous learning in finding fulfillment and adapting to evolving client needs.
AI Snips
Chapters
Books
Transcript
Episode notes
From Collaborative Law To Exit Planning
- Amy walked into an early EPI chapter meeting after being invited by a colleague and was asked to teach collaboration.
- She became a CEPA so she could legitimately teach the methodology and then discovered a new career serving owners and families.
Family Law Skills Map To Exit Planning
- Amy connects skills from family law (valuation, communication, systems coaching) directly to exit planning work.
- That overlap made exit planning a natural fit and changed her career identity away from reactive lawyering to proactive advising.
Educate First, Then Guide Decisions
- Do start client engagements by educating and listening first to align ownership on the process and pacing.
- Then explain how Value Acceleration Methodology will preserve their past, shepherd their future, and harvest wealth.
