For those of you who work heavily in the exit planning community, you are familiar with one common challenge in the business owner community: lack of awareness.  Owners don’t necessarily understand what exit planning really is, what you do as an exit planner to help them, or what the immediate benefits or impacts are to their business.  Moreover, transaction advisors (whether brokers, investment bankers, PE firms, etc.) often don’t spend much time considering how to better bridge the distance between themselves and pre-transaction advisors, specifically exit planners, who frankly could make their… Read More