Exit Planning

[Podcast] The Importance of Value in a Successful Exit Strategy

Patrick A. Ungashick leads several companies that provide financial consulting and advisory services and products. His companies help business owners build companies that they can happily exit from, advise investment committees of mid-sized retirement plans how to create successful participant outcomes, and help consumer investors reduce risk and achieve personal financial goals.

Highlights:

  •   Why too many business owners confuse growth with value
  •   The key metrics that enable you to measure value
  •   Why business owners should to plan an exit strategy more than 10 years in advance
  •   The importance of being transparent with your employees when it comesto your exit strategy
  •   The #1 mistake with buy-sell agreements

Online Resources:

https://www.whitehorseadvisors.com

https://www.businessexitplans.com

https://www.youtube.com/user/exitplanningtools?feature=watch


Category: Exit Planning

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Vistage Staff About the Author: Vistage Staff

Vistage facilitates confidential peer advisory groups for CEOs and other senior leaders, focusing on solving challenges, accelerating growth and improving business performance. Vistage member companies grow 2.2x fa…

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