Amy Wirtz

In this engaging discussion, Amy Wirtz, Exit Planner of the Year and family business expert, shares her insights on the upcoming Exit Planning Summit in Florida. She highlights how post-COVID dynamics are reshaping collaboration among advisors and the evolving needs in rural business advisory. Amy emphasizes the importance of educating the next generation of business leaders about value creation and wealth management. She also addresses the complexities of generational transitions in family businesses, showcasing the need for structured governance and proper planning.

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.

In this engaging conversation, Amy Wirtz, the 2024 Exit Planner of the Year and a value advisor for family businesses, interviews Scott Snider, President of the Exit Planning Institute. They discuss the delicate balance between people management and system growth, emphasizing the importance of nurturing talent. Scott reflects on fostering intrapreneurship and building trust in teams, plus the challenges of succession dynamics in family businesses. Their personal anecdotes provide insightful perspectives on scaling operations and empowering future leaders.