Choosing Your Business Exit Term

Key Takeaways

  • We all exit or businesses eventually, one way or another. Make sure it’s on your terms.
  • It’s never too early to start business exit planning, but 3-7 years is ideal.
  • Bringing the right professionals into your Exit Planning Team can make a world of difference in not only your profit, but also the ease of the process.

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit.

 

Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisor Networks, LLC, or CWM, LLC.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks LLC. They should not be considered specific advice or recommendations for any individual.

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