Topics and Events

Developing an ‘Exit Mindset’

When considering a successful exit from your privately held business, it is important to develop a proper ‘exit mindset’.  An ‘exit mindset’ is one that encompasses the past, present, and future of a business’s potential.  This newsletter describes the various “time zone” mindsets that an owner experiences with the start-up and growth of their businesses while also offering a solution for developing an ‘exit mindset’.

The ‘Boots First’ Exit Plan

The sad reality is that most baby boomer business owners do not have a plan for the exit or succession of their business. As a result, the ‘Boots First’ strategy is their default strategy. This simply means that since these owners have not proactively planned for their exit, there is a list of potential adverse outcomes that can result from an unplanned ‘Boots First’ exit plan.

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