In May 2024, Lauren Beckett, CFP, CVB, CEPA, FPQP, and I attended another Exit Planning Summit, hosted by the Exit Plan...
Value Builder Video Series with Allen Harris
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Unlocking the Sale: Strategies for Skilled Professionals to Successfully Exit Their Businesses
After years of hard work, business owners often look forward to a well-deserved retirement. The typical business owner h...
10 tips to help business owners live their optimal life
Last month, I was honored to present at the 2022 Exit Planning Summit in Scottsdale, Ariz. The keynote speaker was Gino ...