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
Owning a small business is challenging, and selling it can be a complex process. Having someone with industry experience in your corner can make a huge difference. Joining us today is David Barnett, former finance broker turned business broker and then consultant. As a finance broker, he witness…
Owning a small business is challenging, and selling it can be a complex process. Having someone with industry experience in your corner can make a huge difference. Joining us today is David Barnet…
Owning a small business is challenging, and selling it can be a complex process. Having someone with industry experience in your corner can make a huge difference. Joining us today is David Barnett, former finance broker turned business broker and then consultant. As a finance broker, he witnessed firsthand the struggles small business owners encounter when buying or selling a business. Now through his consulting, he provides unbiased advice, prioritizing client needs without the conflicts of interest often associated with commission-based brokerage. David emphasizes the value of strong…
Virginia Elder
January 23, 2025 
Highlights from this week’s conversation include:Insider Segment: SVB’s Role in the Innovation Economy (1:14)Challenges for Emerging Managers (4:31)Global Innovation and Connectivity (6:15)SVB's Offerings Beyond Financing (8:41)Treasury Services and Liquidity Solutions (10:59)Ertan Can’s Backg…
Highlights from this week’s conversation include:Insider Segment: SVB’s Role in the Innovation Economy (1:14)Challenges for Emerging Managers (4:31)Global Innovation and Connectivity (6:15)SVB's O…
Highlights from this week’s conversation include:Insider Segment: SVB’s Role in the Innovation Economy (1:14)Challenges for Emerging Managers (4:31)Global Innovation and Connectivity (6:15)SVB's Offerings Beyond Financing (8:41)Treasury Services and Liquidity Solutions (10:59)Ertan Can’s Background and Journey into VC (13:45)The Birth of Multiple Capital (17:41)Pan-European Portfolio Strategy (20:38)Investment Jurisdictions and Structures (24:06)Opportunities for US Investors (28:27)Exit Markets and Valuation Benefits (30:01)The Rise of European Startups (33:08)Identifying Outliers in th…
Earnest Sweat
January 22, 2025 
Brooke is the author of 6 books, including the international best-seller From Panic to Profit: How 6 Key Numbers Can Make a 6 Figure Difference in Your Law Firm, which offers practical advice on how to transform a struggling legal practice into a thriving profitable firm. Her latest book, Exit o…
Brooke is the author of 6 books, including the international best-seller From Panic to Profit: How 6 Key Numbers Can Make a 6 Figure Difference in Your Law Firm, which offers practical advice on how t…
Brooke is the author of 6 books, including the international best-seller From Panic to Profit: How 6 Key Numbers Can Make a 6 Figure Difference in Your Law Firm, which offers practical advice on how to transform a struggling legal practice into a thriving profitable firm. Her latest book, Exit on Top (soon to be released), is designed to guide law firm owners towards successfully selling their business to the right person, at the right time, and for the right price. Brooke is also the Founder and CEO of Cathcap, a fractional CFO company that provides strategic advice to drive profitabili…
Eric Twiggs
January 21, 2025 
Did you know UK Universities Exit X Over Misinformation Concerns?Several UK universities and higher education institutions have scaled back or completely withdrawn from Elon Musk's X platform, previously known as Twitter, due to concerns over misinformation, particularly after it was linked to fue…
Did you know UK Universities Exit X Over Misinformation Concerns?Several UK universities and higher education institutions have scaled back or completely withdrawn from Elon Musk's X platform, previ…
Did you know UK Universities Exit X Over Misinformation Concerns?Several UK universities and higher education institutions have scaled back or completely withdrawn from Elon Musk's X platform, previously known as Twitter, due to concerns over misinformation, particularly after it was linked to fueling racial riots in 2023. A survey revealed that many universities, including prominent ones like the University of Cambridge and Oxford, have reduced their engagement or stopped posting altogether. They cited declining audience engagement, concerns over content promoting violence, and the growing …
John Morley
January 19, 2025 
This week’s episode J.T. Odonnell and the Guys dive into massive changes shaping the recruitment and tech worlds. DHI Group restructures, splitting Dice and ClearanceJobs into separate powerhouses. Shaker Recruitment Marketing merges with JobAdX, forming a job ad giant. LinkedIn enters the AI aren…
This week’s episode J.T. Odonnell and the Guys dive into massive changes shaping the recruitment and tech worlds. DHI Group restructures, splitting Dice and ClearanceJobs into separate powerhouses. …
This week’s episode J.T. Odonnell and the Guys dive into massive changes shaping the recruitment and tech worlds. DHI Group restructures, splitting Dice and ClearanceJobs into separate powerhouses. Shaker Recruitment Marketing merges with JobAdX, forming a job ad giant. LinkedIn enters the AI arena with JobsMatch and AI Recruitment tools, aiming to revolutionize hiring. Meanwhile, TikTok exits the U.S., leaving creators and brands scrambling. Over at Meta, Mark Zuckerberg lays off 3,600 employees—is this a calculated strategy or Zuck’s midlife crisis?Time-codes: 0:00 - Intro 1:14 - Spo…
Chad Sowash
January 17, 2025 
🎙️ Welcome to the Next Episode of The JMOR Tech Talk Show! 🚀✨ 🔥 Get ready as we unpack this week’s hottest tech stories, breaking down everything you need to know to stay ahead in the digital age. Whether it's groundbreaking innovations, corporate shake-ups, or the latest industry dra…
🎙️ Welcome to the Next Episode of The JMOR Tech Talk Show! 🚀✨ 🔥 Get ready as we unpack this week’s hottest tech stories, breaking down everything you need to know to stay ahead in the d…
🎙️ Welcome to the Next Episode of The JMOR Tech Talk Show! 🚀✨ 🔥 Get ready as we unpack this week’s hottest tech stories, breaking down everything you need to know to stay ahead in the digital age. Whether it's groundbreaking innovations, corporate shake-ups, or the latest industry drama, we’ve got you covered! 🛠️ Topics on Today’s Episode 1️⃣ 🚀 US backs Musk in OpenAI lawsuit. 2️⃣ 🤖 TSMC starts 4nm chip production in Arizona. 3️⃣ ⚖️ Infosys countersues Cognizant over anti-competitive practices. 4️⃣ 🏳️ Amazon scales back diversity programs.…
John Morley
January 17, 2025 
In this eye-opening episode, successful agency owner Lorraine Ball reveals why she deliberately kept her business small for 19 years - and how that decision led to a profitable exit. Learn why the common "grow or die" mentality might be killing your business, and discover how staying small can actua…
In this eye-opening episode, successful agency owner Lorraine Ball reveals why she deliberately kept her business small for 19 years - and how that decision led to a profitable exit. Learn why the com…
In this eye-opening episode, successful agency owner Lorraine Ball reveals why she deliberately kept her business small for 19 years - and how that decision led to a profitable exit. Learn why the common "grow or die" mentality might be killing your business, and discover how staying small can actually increase your profitability and freedom. Perfect for entrepreneurs feeling pressured to scale, this episode challenges conventional wisdom and provides practical strategies for building a more valuable, systematic business without sacrificing your life in the process. https://DarkHorseSchooling.…
Tracy Brinkmann
January 16, 2025 
Luke Peters is an accomplished entrepreneur and the former CEO of NewAir. He sold NewAir in a mid-eight-figure deal . Today, he serves as a strategic CEO coach, leveraging his extensive experience to help other entrepreneurs navigate their paths to success. He is also a father of six and an avid sur…
Luke Peters is an accomplished entrepreneur and the former CEO of NewAir. He sold NewAir in a mid-eight-figure deal . Today, he serves as a strategic CEO coach, leveraging his extensive experience to …
Luke Peters is an accomplished entrepreneur and the former CEO of NewAir. He sold NewAir in a mid-eight-figure deal . Today, he serves as a strategic CEO coach, leveraging his extensive experience to help other entrepreneurs navigate their paths to success. He is also a father of six and an avid surfer, embodying a balanced lifestyle that values both family and business. His story exemplifies the power of perseverance and innovation in achieving entrepreneurial success. Top 3 Value Bombs 1. The zero moment of truth is to research the customers on what they are doing and how they are influenced…
John Lee Dumas
January 15, 2025 
Fix Profit Leaks and Build a Sales Powerhouse with Nicholas Loise Are you ready to plug the biggest profit leaks in your business and build a sales engine that drives consistent growth? In this episode of Profit with a Plan, host Marcia Riner is joined by Nicholas Loise, founder of Sales Performance…
Fix Profit Leaks and Build a Sales Powerhouse with Nicholas Loise Are you ready to plug the biggest profit leaks in your business and build a sales engine that drives consistent growth? In this episod…
Fix Profit Leaks and Build a Sales Powerhouse with Nicholas Loise Are you ready to plug the biggest profit leaks in your business and build a sales engine that drives consistent growth? In this episode of Profit with a Plan, host Marcia Riner is joined by Nicholas Loise, founder of Sales Performance Team and a seasoned sales leader. Nick shares the secrets to transforming your sales process into a powerhouse of profitability while creating systems that boost your business's value when it’s time to sell. If you’re ready to turn your sales team into a profit-generating machine, this episode …
Marcia Riner
January 14, 2025 
6 Tips to Keep Moving Toward Your Goals - Your Roadmap Have you ever been driving and realized just a bit too late that you missed your exit? Have you ever traveled somewhere just to find that you’ve seen the same street corner three times, and you realize you’ve been going in circles? Perhap…
6 Tips to Keep Moving Toward Your Goals - Your Roadmap Have you ever been driving and realized just a bit too late that you missed your exit? Have you ever traveled somewhere just to find that you…
6 Tips to Keep Moving Toward Your Goals - Your Roadmap Have you ever been driving and realized just a bit too late that you missed your exit? Have you ever traveled somewhere just to find that you’ve seen the same street corner three times, and you realize you’ve been going in circles? Perhaps you took the wrong turn because you were distracted by your favorite song on the radio. Or maybe your GPS routed you the wrong way. These inconveniences can be enough to forget why you started in the first place! You might veer off course or give up altogether and go home. As a business owner, the…
Anne Bachrach
January 14, 2025 
