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
Rich Hall Certified Exit Planning Advisor | Business Advisor | Baby Boomer
How do you cut through the noise when text is cheap, AI is everywhere, and human attention spans are shorter than ever?
In this episode, host Dave Bookbinder sits down with Aurora Winter - former Hollywood TV executive, serial seven-figure entrepreneur, and founder of Same Page Publishing - to crack…
How do you cut through the noise when text is cheap, AI is everywhere, and human attention spans are shorter than ever?
In this episode, host Dave Bookbinder sits down with Aurora Winter - former Holl…
How do you cut through the noise when text is cheap, AI is everywhere, and human attention spans are shorter than ever?
In this episode, host Dave Bookbinder sits down with Aurora Winter - former Hollywood TV executive, serial seven-figure entrepreneur, and founder of Same Page Publishing - to crack the code on persuasive communication. Aurora bridges the gap between Hollywood storytelling and Silicon Valley business metrics, breaking down the exact neuroscience required to trigger action, command authority, and scale your business revenue.
Whether you are an entrepreneur, executive, or aspiri…
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.Once you hit a million in revenue, the founder becomes the growth ceiling. In this episode, we break down how to remove yourself …
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.Once you hit a million in rev…
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.Once you hit a million in revenue, the founder becomes the growth ceiling. In this episode, we break down how to remove yourself as the bottleneck, build a decision system that pushes choices down to your team, and use AI and psychology to scale without burning out, with Brooke Dukes, former Fortune 500 director, four-time founder, and CEO of BMD Consulting.Brooke spent years as a director at three Fortune 500 companies befor…
Receiving an Alzheimer’s diagnosis for someone you love is life-altering. When that person is your partner, spouse, or close family member, the emotional weight compounds. But for many caregivers, life does not pause for grief or adjustment. Work continues. Bills must be paid. Responsibilities mou…
Receiving an Alzheimer’s diagnosis for someone you love is life-altering. When that person is your partner, spouse, or close family member, the emotional weight compounds. But for many caregivers, l…
Receiving an Alzheimer’s diagnosis for someone you love is life-altering. When that person is your partner, spouse, or close family member, the emotional weight compounds. But for many caregivers, life does not pause for grief or adjustment. Work continues. Bills must be paid. Responsibilities mount on both sides of the equation.
The challenge of balancing employment with caregiving for someone with Alzheimer’s is one that millions of Americans face each year. Unlike a short-term illness or recovery period, Alzheimer’s is a progressive disease that will demand more from you over time. Th…
You can advertise in Superpowers for Good. Click to learn more about our affordable options.The landscape of Regulation Crowdfunding (Reg CF) continues to mature, proving that retail investors are not just looking for financial returns—they are actively seeking to fund the future they want to live…
You can advertise in Superpowers for Good. Click to learn more about our affordable options.The landscape of Regulation Crowdfunding (Reg CF) continues to mature, proving that retail investors are not…
You can advertise in Superpowers for Good. Click to learn more about our affordable options.The landscape of Regulation Crowdfunding (Reg CF) continues to mature, proving that retail investors are not just looking for financial returns—they are actively seeking to fund the future they want to live in. Over the past two weeks, we have witnessed the successful closure of eight distinct impact-driven campaigns.It is important to clarify that these companies did not necessarily raise all of their capital during the past two weeks; rather, they successfully completed and closed their crowdfunding…
Attending Baltimore’s OpSail 2000 Tall Ships event was a once-in-a-lifetime experience. Seeing these magnificent vessels up close helped me appreciate how traditional merchant vessels and navies navigated the oceans without the luxury of engines and electronic equipment. Yes, many of them really d…
Attending Baltimore’s OpSail 2000 Tall Ships event was a once-in-a-lifetime experience. Seeing these magnificent vessels up close helped me appreciate how traditional merchant vessels and navies nav…
Attending Baltimore’s OpSail 2000 Tall Ships event was a once-in-a-lifetime experience. Seeing these magnificent vessels up close helped me appreciate how traditional merchant vessels and navies navigated the oceans without the luxury of engines and electronic equipment. Yes, many of them really did use sextants and compasses to find their way to the right destination (and back to their home ports).
Although Tall Ships often participate in major coastal cities’ maritime history events, the odds that I’ll ever see a Tall Ships gathering again are slim. Here in north central Florida, I�…
If you love the show and you'd like to support it directly you can tip the host here https://imperfect-adulting.captivate.fm/supportIn this episode of The Art of Imperfect Adulting, Amy Stone speaks with Tiphany Kane about embracing passion and reinvention in adulthood. Joining the conversation from…
If you love the show and you'd like to support it directly you can tip the host here https://imperfect-adulting.captivate.fm/supportIn this episode of The Art of Imperfect Adulting, Amy Stone speaks w…
If you love the show and you'd like to support it directly you can tip the host here https://imperfect-adulting.captivate.fm/supportIn this episode of The Art of Imperfect Adulting, Amy Stone speaks with Tiphany Kane about embracing passion and reinvention in adulthood. Joining the conversation from sunny Southern California, Tiphany shares her journey of escaping a restrictive upbringing, redefining her career path from teacher to media company co-owner, and why true opportunity lies in leaning into your authentic self. Listeners will hear how Tiphany navigated being told she was "too passion…
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.2026 is the year to stop running AI pilots and start deploying into production. In this episode, we break down how to implement A…
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.2026 is the year to stop runn…
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.2026 is the year to stop running AI pilots and start deploying into production. In this episode, we break down how to implement AI that drives immediate ROI, how to prepare your company for a clean exit, and why owning your AI stack matters, with Andrew Brooks, the Princeton-educated founder behind exits to Sun Microsystems, ReachLocal, and Samsung, now CEO of Contextual.io. Andrew co-founded Smart Things (acquired by Samsung…
Selling a business shouldn't cost you your identity. With shifting markets pushing more founders to step away, preparing for the sale is just as critical as preparing for the day after the money clears. Business coach and exit planning expert Renee Russo joins the show to unpack the operational…
Selling a business shouldn't cost you your identity. With shifting markets pushing more founders to step away, preparing for the sale is just as critical as preparing for the day after the money …
Selling a business shouldn't cost you your identity. With shifting markets pushing more founders to step away, preparing for the sale is just as critical as preparing for the day after the money clears. Business coach and exit planning expert Renee Russo joins the show to unpack the operational and psychological hurdles of preparing a firm for an acquisition.We get into the mechanics of making a business portable, the danger of owner dependency in the sales function, and the structural limitations of the seller-doer method. We sit down to explore why only 30% of companies that go to marke…
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.Most paid ad budgets fail for one reason: you cannot tie marketing data to business outcomes. In this episode, we break down how …
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.Most paid ad budgets fail for…
Do you own a transportation or 3PL business doing $3M or more in revenue? Visit www.bizexitgrow.com to find out how we can help you grow, scale, and exit at maximum value.Most paid ad budgets fail for one reason: you cannot tie marketing data to business outcomes. In this episode, we break down how to build a paid media engine that actually drives revenue, why measurement comes before creative, and how to use AI without losing authenticity, with Ari Pirutinsky, founder and CEO of Steady Growth Partners.Ari spent seven years as the first employee at one of the top Google Ads agencies in the cou…
🎙️ Lightspeed Investing Podcast Episode 104 is now live with Nick Tietz, Founder of ILT Academy. Nick and I had a great conversation about entrepreneurship, raising capital, building businesses that actually solve real problems, and why the founder is often the most important investment an inve…
🎙️ Lightspeed Investing Podcast Episode 104 is now live with Nick Tietz, Founder of ILT Academy. Nick and I had a great conversation about entrepreneurship, raising capital, building businesses t…
🎙️ Lightspeed Investing Podcast Episode 104 is now live with Nick Tietz, Founder of ILT Academy. Nick and I had a great conversation about entrepreneurship, raising capital, building businesses that actually solve real problems, and why the founder is often the most important investment an investor makes. What I appreciated most was Nick's commitment to helping what he calls "underestimated entrepreneurs." The people who may not come from Silicon Valley, may not have a million-dollar exit, but are serious about building something meaningful and creating real impact in their communities. W…