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
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The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. histor…
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the…
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. history.We also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.---Click below to check out The Retirement Fiduciary Podca…
Adam Koós
October 4, 2024 
In this episode of The Faces of Business, Glenn Poulos, Executive Vice President & General Manager at NWS Canada, shares his insights on effective sales strategies to maximize your business value before an exit. Glenn’s decades of sales expertise and his journey of selling Gap Wireless is a gr…
In this episode of The Faces of Business, Glenn Poulos, Executive Vice President & General Manager at NWS Canada, shares his insights on effective sales strategies to maximize your business value …
In this episode of The Faces of Business, Glenn Poulos, Executive Vice President & General Manager at NWS Canada, shares his insights on effective sales strategies to maximize your business value before an exit. Glenn’s decades of sales expertise and his journey of selling Gap Wireless is a great example for business owners looking to optimize their sales operations as they prepare for a successful exit. Glenn is the Executive Vice President & General Manager at NWS Canada. He has over 30 years of experience in the sales industry, with a proven track record of building and growing se…
Damon Pistulka
October 3, 2024 In this episode of The Faces of Business, John Browning, CEO, Guardian Rock Wealth, delves into the crucial aspects of "Financial Planning for a Great Life After the Exit." John is the CEO of Guardian Rock Wealth. With his extensive experience on Wall Street and a mission to help others build their …
In this episode of The Faces of Business, John Browning, CEO, Guardian Rock Wealth, delves into the crucial aspects of "Financial Planning for a Great Life After the Exit." John is the CEO of Guardian…
In this episode of The Faces of Business, John Browning, CEO, Guardian Rock Wealth, delves into the crucial aspects of "Financial Planning for a Great Life After the Exit." John is the CEO of Guardian Rock Wealth. With his extensive experience on Wall Street and a mission to help others build their best lives and portfolios, John has spent over three decades in the financial industry. Check out the Blog post here: Financial Planning for a Great Life After the Exit Thanks for taking the time to listen today. Find Damon Pistulka on LinkedIn talking about life & building business…
Damon Pistulka
October 1, 2024 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 t…
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 liv…
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 st…
In this episode of The Faces of Business, we are excited to have Luis Velasquez MBA, PhD., Founder and Executive Coach at Velas Coaching LLC, stop by to share his insights on "Using Leadership Resiliency to Adapt and Thrive." Luis dives deep into strategies that help leaders build resilience, allowi…
In this episode of The Faces of Business, we are excited to have Luis Velasquez MBA, PhD., Founder and Executive Coach at Velas Coaching LLC, stop by to share his insights on "Using Leadership Resilie…
In this episode of The Faces of Business, we are excited to have Luis Velasquez MBA, PhD., Founder and Executive Coach at Velas Coaching LLC, stop by to share his insights on "Using Leadership Resiliency to Adapt and Thrive." Luis dives deep into strategies that help leaders build resilience, allowing them to navigate challenges and emerge stronger, ensuring both personal and organizational success. Luis is the Founder and Executive Coach at Velas Coaching LLC. He is a seasoned executive coach with over a decade of experience in leadership development and employee engagement across various ind…
Damon Pistulka
September 26, 2024 
Living through the pandemic changed all of our lives, in one way or another.For some, it was coming to a realization that you didn’t feel like your business or your career was your true calling, in which case it’s possible you may have encountered someone like today’s guest during your journey…
Living through the pandemic changed all of our lives, in one way or another.For some, it was coming to a realization that you didn’t feel like your business or your career was your true calling, in …
Living through the pandemic changed all of our lives, in one way or another.For some, it was coming to a realization that you didn’t feel like your business or your career was your true calling, in which case it’s possible you may have encountered someone like today’s guest during your journey toward finding something more aligned with your life’s purpose.For others, it’s finding out that although you had a bunch of superficial or virtual interactions every day, you essentially felt alone. And maybe the friend or mentor you needed was someone you had never met, like in the form of a …
Lori Saitz
September 26, 2024 
In this original What the Dementia episode, we will discuss the important topic of wandering in dementia care. This episode provides an insightful introduction to wandering behaviors, differentiates between wandering, exit-seeking, and elopement, and shares essential tips for caregivers.This epis…
In this original What the Dementia episode, we will discuss the important topic of wandering in dementia care. This episode provides an insightful introduction to wandering behaviors, differentiates b…
In this original What the Dementia episode, we will discuss the important topic of wandering in dementia care. This episode provides an insightful introduction to wandering behaviors, differentiates between wandering, exit-seeking, and elopement, and shares essential tips for caregivers.This episode will cover: — The definition and differentiation of wandering, exit-seeking, and elopement. — The risks associated with wandering behaviors in dementia. — General tips for addressing wandering, including identifying unmet needs and environmental triggers. — The importance of creating a …
Bre'anna Wilson
September 25, 2024 
Bruce and Mira Brach opened Toy Utopia, an independent toy store, on May 27, 2022. Based in Red Bank, NJ, their aim was to create a “magical place that sparks interest, curiosity, imagination and creativity in children and adults.” The business is a leap for both of them. Bruce had managed a lan…
Bruce and Mira Brach opened Toy Utopia, an independent toy store, on May 27, 2022. Based in Red Bank, NJ, their aim was to create a “magical place that sparks interest, curiosity, imagination and cr…
Bruce and Mira Brach opened Toy Utopia, an independent toy store, on May 27, 2022. Based in Red Bank, NJ, their aim was to create a “magical place that sparks interest, curiosity, imagination and creativity in children and adults.” The business is a leap for both of them. Bruce had managed a landscaping business for over 25 years. Mira was – and still is – a registered nurse. A lifelong collector of vintage toys, Bruce was ready to exit his company. Mira asked him, “What do your really want to do next?” Bruce’s response…open a toy store. And that's what they did together. Click…
Andrew Levine
September 23, 2024 
Whether you’re a dedicated DIYer or prefer to lean on professional guidance, the truth is clear: smart financial planning can save you a lot of money over time.Below, I’ll share some recent examples of tactical planning moves I participated in, including how much money was saved.COV…
Whether you’re a dedicated DIYer or prefer to lean on professional guidance, the truth is clear: smart financial planning can save you a lot of money over time.Below, I’ll share some recent e…
Whether you’re a dedicated DIYer or prefer to lean on professional guidance, the truth is clear: smart financial planning can save you a lot of money over time.Below, I’ll share some recent examples of tactical planning moves I participated in, including how much money was saved.COVID PanicIn March 2020, you could be forgiven for thinking: “the world is ending, and I want to sell everything.”But with proper perspective and an investment policy statement – both hallmarks of sound financial planning – many investors stayed the course.They rode the stock mark…
Jesse Cramer
September 22, 2024 
The roots of a love affair When I was a pre-teen, I read a book about Doug, an American teenager immersed in hot rod culture. The story was about Doug finding himself, but was full of descriptions of bored-out V8s and chopped and channeled old Fords, accompanied in my memory by Chuck Berry songs, …
The roots of a love affair When I was a pre-teen, I read a book about Doug, an American teenager immersed in hot rod culture. The story was about Doug finding himself, but was full of descriptions of …
The roots of a love affair When I was a pre-teen, I read a book about Doug, an American teenager immersed in hot rod culture. The story was about Doug finding himself, but was full of descriptions of bored-out V8s and chopped and channeled old Fords, accompanied in my memory by Chuck Berry songs, “. . . Cadillac a-rollin’ on the open road; Nothin’ outrun my V8 Ford . . . Maybeline why can’t you be true? You done started back doin’ the things you used to do.” In a barn, Doug discovered a pristine 1948 MG TC, a British Racing Green roadster with wire wheels and saddle brown leather s…
Alan Cay Culler
September 22, 2024 
