Amy Wurtz

Experienced family business advisor and former collaborative law attorney who transitioned from practicing law to family business consulting; 2024 Exit Planner of the Year and long-time SEPA who specializes in family systems and multi-generation wealth strategies.

Best podcasts with Amy Wurtz

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May 9, 2024 • 59min

Exit Mastery: Spotlight on Excellence

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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