Exit Is Now - Plan Accordingly With Scott Snider Exit Mastery: Spotlight on Excellence
May 9, 2024
This episode features Amy Wurtz, a family business advisor and the 2024 Exit Planner of the Year; Joe Citu, an owner readiness expert and thought leader; Mike Garrison, a boutique coach for financial advisors; Corner Stillman, an investment banker specializing in M&A; and Mike Trabert, a seasoned CPA. They discuss the critical need for owner education and exit readiness, the challenges of the current market, and innovative strategies for financial advisors. Insights into emerging trends and a call for proactive planning make this discussion particularly engaging.
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Episode notes
From Collaborative Divorce To Exit Planning
- Amy Wurtz described being introduced to EPI after a referral and finding parallels between collaborative law and exit planning team work.
- She attended the SEPA course, struggled with the test, but used that experience to teach and integrate collaborative methods into EPI training.
Summit Opened A New Career Path
- Amy credited the Summit with introducing her to family business advising and Carmen Bianchi, which reshaped her career path.
- She retired her law license and now works with the Family Business Consulting Group advising families on succession and governance.
Embrace The SEPA Journey Fully
- Open your mind, ears, and heart when starting the SEPA journey and use the community's resources.
- Engage, learn, and apply the methodology to change owners' lives for the better.
