Exit Strategy
Strategic Exit Strategy Planning
Considering that 12 million businesses are still owned by Baby Boomers, exit strategy for this generation may not only be how to enter the Retirement phase of our lives, but how do we exit the business that we may have built up over the decades. In this section of the site, our experts explore both our business lives and our personal lives in exiting our current Lifestyle and building for the future.
Retirement can be a complex process, especially for Baby Boomers who have accumulated wealth, businesses, or family responsibilities over the years. An exit strategy isn’t just about leaving work behind—it’s about ensuring that all aspects of life are organized, from finances to legal matters, so that the next phase is as comfortable and secure as possible. An exit strategy goes beyond a traditional retirement plan. While a retirement plan focuses on saving and managing Money for life after work, an exit strategy encompasses succession planning, Estate planning, and healthcare considerations—ensuring that all aspects of life are addressed.
The retirement landscape has shifted drastically. It’s no longer just about kicking back after decades of hard work. Baby boomers face unique challenges, like longer life expectancies, evolving healthcare costs, and market volatility. An exit strategy isn’t just a nice-to-have—it’s a must! Crafting a successful exit strategy is about more than just planning for retirement. It’s about securing your financial future, ensuring your Legacy, and preparing for the next chapter of life with confidence.
Exit Specialists & Contributors
Podcasts About Exit
Books About Exit
Explore Content About Exit
Podcast SummaryAdam Strong, a remarkable leader from the UK, shares his heartfelt journey through adversity and triumph in our latest episode. Adam opens up about facing alopecia from a young age, a challenge that deeply impacted his self-confidence and relationships. Discover how athletics became…
Podcast SummaryAdam Strong, a remarkable leader from the UK, shares his heartfelt journey through adversity and triumph in our latest episode. Adam opens up about facing alopecia from a young age, a…
Podcast SummaryAdam Strong, a remarkable leader from the UK, shares his heartfelt journey through adversity and triumph in our latest episode. Adam opens up about facing alopecia from a young age, a challenge that deeply impacted his self-confidence and relationships. Discover how athletics became his lifeline, leading to a profound friendship with Olympic Champion Mo Farah. Both Adam and Mo harnessed the power of sports to transform their early struggles into strengths, building resilience and self-belief along the way. This episode is a testament to the incredible impact of starting with s…
Steve Ramona
December 19, 2024 
Welcome to another insightful episode of "Accelerate Your Business Growth." Today, we have the privilege of hosting Martha Sullivan, a former systems consultant turned CPA, CFO, COO, and profit and value growth strategist. As the head of Providence Hill Consulting, Martha aids business owners in bui…
Welcome to another insightful episode of "Accelerate Your Business Growth." Today, we have the privilege of hosting Martha Sullivan, a former systems consultant turned CPA, CFO, COO, and profit and va…
Welcome to another insightful episode of "Accelerate Your Business Growth." Today, we have the privilege of hosting Martha Sullivan, a former systems consultant turned CPA, CFO, COO, and profit and value growth strategist. As the head of Providence Hill Consulting, Martha aids business owners in building, buying, and selling profitable enterprises.In this episode, Martha underscores the critical importance of business valuation, drawing parallels to maintaining a house to ensure readiness for sale at any time. We dive into the nuts and bolts of calculating business value, understanding industr…
Diane Helbig
December 19, 2024 
Why should your first online business be a directory? This is one of the most overlooked yet potentially lucrative side hustles out there.I've got a little bit of experience in this space (I actually built a virtual assistant directory years before), so this is something close to me.But my experienc…
Why should your first online business be a directory? This is one of the most overlooked yet potentially lucrative side hustles out there.I've got a little bit of experience in this space (I actually …
Why should your first online business be a directory? This is one of the most overlooked yet potentially lucrative side hustles out there.I've got a little bit of experience in this space (I actually built a virtual assistant directory years before), so this is something close to me.But my experience is nothing like John Rush’s from JohnRush.me, who is a master at quickly building and marketing these little side projects.He has launched 30 directories in just the past year, managed to monetize 10 of them, and even sold one (AllGPTs.co) for a sweet five-figure exit.(If you want more resources…
Nick Loper
December 19, 2024 
Colin C. Campbell is the number1 Best Selling Award Winning Author of Start. Scale. Exit. Repeat. 30 year Serial Entrepreneur. Top 3 Value Bombs 1. 9 percent of small companies fail to scale and the no. 1 reason that is holding them is the entrepreneur. 2. In Scale mode, the story is figuring out …
Colin C. Campbell is the number1 Best Selling Award Winning Author of Start. Scale. Exit. Repeat. 30 year Serial Entrepreneur. Top 3 Value Bombs 1. 9 percent of small companies fail to scale and the…
Colin C. Campbell is the number1 Best Selling Award Winning Author of Start. Scale. Exit. Repeat. 30 year Serial Entrepreneur. Top 3 Value Bombs 1. 9 percent of small companies fail to scale and the no. 1 reason that is holding them is the entrepreneur. 2. In Scale mode, the story is figuring out your X factor. When you copy, you fail but when you come up with unique and different things, you will succeed. 3. Nothing can change and accelerate your sales more than doing a daily sales huddle. Buy Colin’s award winning book on Amazon - Start, Scale, Exit, Repeat Sponsors HubSpot Breeze is Hub…
John Lee Dumas
December 16, 2024 
Learn how to prepare your business for a planned exit with Pete Mohr. Discover strategies for maximizing value and avoiding unplanned collapses.In this episode of Talking with the Experts, Rose Davidson chats with Pete Mohr, a Certified Exit Planner and seasoned business owner with over 30 years o…
Learn how to prepare your business for a planned exit with Pete Mohr. Discover strategies for maximizing value and avoiding unplanned collapses.In this episode of Talking with the Experts, Rose Davi…
Learn how to prepare your business for a planned exit with Pete Mohr. Discover strategies for maximizing value and avoiding unplanned collapses.In this episode of Talking with the Experts, Rose Davidson chats with Pete Mohr, a Certified Exit Planner and seasoned business owner with over 30 years of experience. Pete shares actionable strategies to help business owners prepare their businesses for a successful, planned exit and avoid leaving money on the table.Pete discusses the critical difference between a planned and unplanned exit and how to ensure you’re maximizing your business’s v…
Rose Davidson
December 15, 2024 
Nick-Anthony Zamucen" is the Founder of Best Option Restoration (B.O.R.), Bio-One Inc., Saint Home Care and Uncle Vito's Pizzeria's, all extremely successful franchised systems. In addition, he is a 4x published author, business strategist, and an award-winning serial entrepreneur that has had trem…
Nick-Anthony Zamucen" is the Founder of Best Option Restoration (B.O.R.), Bio-One Inc., Saint Home Care and Uncle Vito's Pizzeria's, all extremely successful franchised systems. In addition, he is a …
Nick-Anthony Zamucen" is the Founder of Best Option Restoration (B.O.R.), Bio-One Inc., Saint Home Care and Uncle Vito's Pizzeria's, all extremely successful franchised systems. In addition, he is a 4x published author, business strategist, and an award-winning serial entrepreneur that has had tremendous success in various business ventures. Also, Nick-Anthony was awarded Top 50 CEO Under 50 from Business Diversity Magazine 2022. Listen NOW to discover, The "Best Option" To Scale & Exit Your Business!---Support this podcast: https://podcasters.spotify.com/pod/show/30minutehour/su…
Eric Twiggs
December 12, 2024 
Old, recycled tires are more than just waste—they’re a resource waiting to be reclaimed. In this episode of Meet the Expert, Elliot Kallen sits down with Chris Hare, CEO of PRTI, to discuss how his company transforms over 317 million discarded tires each year into valuable products like oil, ga…
Old, recycled tires are more than just waste—they’re a resource waiting to be reclaimed. In this episode of Meet the Expert, Elliot Kallen sits down with Chris Hare, CEO of PRTI, to discuss how h…
Old, recycled tires are more than just waste—they’re a resource waiting to be reclaimed. In this episode of Meet the Expert, Elliot Kallen sits down with Chris Hare, CEO of PRTI, to discuss how his company transforms over 317 million discarded tires each year into valuable products like oil, gas, carbon, and steel.Chris also shares entrepreneurial insights, the challenges of scaling a business in the waste management space, and his vision for the future of sustainable innovation.Read on for key takeaways, the full video, and transcript, or listen to the podcast episode right here!…
Elliot Kallen
December 11, 2024 
In this episode of The Faces of Business, Jan Barlow, Founder of Better Job Fit, shares her experience on Enhancing Workplace Well-Being by Aligning Roles with Employee Strengths. Jan is the Founder of Better Job Fit. She is a dynamic Social Impact Architect who fosters conscious leadership and sust…
In this episode of The Faces of Business, Jan Barlow, Founder of Better Job Fit, shares her experience on Enhancing Workplace Well-Being by Aligning Roles with Employee Strengths. Jan is the Founder o…
In this episode of The Faces of Business, Jan Barlow, Founder of Better Job Fit, shares her experience on Enhancing Workplace Well-Being by Aligning Roles with Employee Strengths. Jan is the Founder of Better Job Fit. She is a dynamic Social Impact Architect who fosters conscious leadership and sustainable workforce solutions. With over 15 years of experience creating innovative programs, she has impacted countless lives through her Behavioral Diversity™ training and workforce awareness initiatives. Check out the Blog post here: Enhancing Workplace Well-Being by Aligning Roles with Employ…
Damon Pistulka
December 10, 2024 
Joy & Lorraine had the pleasure of chatting with Denise Evans, author of Zen In High Heels. If enlightenment seems unattainable in the reality of your already complicated, jam-packed life, Zen in High Heels will ignite in you the confidence to get started today! Any gnawing of discontent is your…
Joy & Lorraine had the pleasure of chatting with Denise Evans, author of Zen In High Heels. If enlightenment seems unattainable in the reality of your already complicated, jam-packed life, Zen in …
Joy & Lorraine had the pleasure of chatting with Denise Evans, author of Zen In High Heels. If enlightenment seems unattainable in the reality of your already complicated, jam-packed life, Zen in High Heels will ignite in you the confidence to get started today! Any gnawing of discontent is your truth knocking on the door of your consciousness, looking to be expressed. Zen in High Heels dispels the assertion that commitment to higher consciousness and spirituality requires one to leave behind material, or what we consider pleasurable aspects of today's lifestyle. EVOLVED and FABULOUS are …
Joy Alford-Brand
December 7, 2024 
Podcast SummaryUnlock the secrets to crafting robust business exit strategies and personalized financial plans with wealth advisor Michael, who has transitioned from the world of accounting to finance. Learn how finance is more than just numbers—it's an emotional journey where attentive listenin…
Podcast SummaryUnlock the secrets to crafting robust business exit strategies and personalized financial plans with wealth advisor Michael, who has transitioned from the world of accounting to finan…
Podcast SummaryUnlock the secrets to crafting robust business exit strategies and personalized financial plans with wealth advisor Michael, who has transitioned from the world of accounting to finance. Learn how finance is more than just numbers—it's an emotional journey where attentive listening and understanding clients' unique needs are key. Michael shares his passion for guiding individuals and families through the complex process of business exits, paving the way for seamless transitions into retirement or fresh ventures. Discover why having two advisors in the room can be a game-chan…
Steve Ramona
December 4, 2024 
