The Exit Planning Playbook: What Is Exit Planning?

What is exit planning? Exit planning doesn’t mean you’re ready to sell your business. In fact, starting the conversation years before you plan to step away can give you more time and flexibility to prepare for whatever comes next. In this video, Andrew Fincher, CFP®, CEPA®, AIF®, explains why business owners should think about exit planning well before a transition is on the horizon. From reducing the business’s dependence on you and developing key employees to improving processes, profitab...