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Joe Citu
Regional chapter leader and thought leader of the year who ran the state of owner readiness survey in Los Angeles, producing owner-focused research and media partnerships to advance exit-planning education.
Best podcasts with Joe Citu
Ranked by the Snipd community
May 9, 2024
• 59min
Exit Mastery: Spotlight on Excellence
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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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