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Joe Srazzeri
Exit planning practitioner and firm leader recognized as Exit Planner of the Year, offering multidisciplinary services including family governance, value advisory, and estate planning while building collaborative advisor teams.
Best podcasts with Joe Srazzeri
Ranked by the Snipd community
Jun 8, 2023
• 44min
Excellence in Exit Planning
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In this discussion, James Jack, a leader at UBS focusing on business owners, shares insights on resources tailored for entrepreneurs, while emphasizing multi-generational planning. Joe Srazzeri, an acclaimed exit planning expert, discusses the evolution of exit strategies and the importance of team-based processes. Both guests highlight the growing respect for entrepreneurs in exit planning, shifting conversations towards structured and empathetic approaches. They also explore the future of exit planning with trends like sustainability and AI's impact.
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