Exit Planning

Key Takeaways

  • More than 60% of business owners don’t know about the different options for exiting a business.
  • Being smart about exit planning starts early and involves a team of knowledgeable professionals.
  • There’s not just one way to transition or exit a business.

Carson Wealth’s Russ NielandCFP®, AIF®Managing Director, Partner and Wealth Advisor and Josh Volgarino, CFP, ChFC, WMCP, CExP Wealth Advisor discuss strategies of Exit Planning. 

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