How I Came to Be An Exit Planner My Story and What It Means for You

Feb 11, 2013

Exit planning is a dynamic process that is designed and implemented by an Exit Planner who coordinates all the needed resources and professionals, collectively called “the team”,  that are required for the business owner to successfully transition ownership of his or her business, regardless of the strategy he or she selects. Read more ...



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Category: Estate Planning

Joan M. Ridley, CBA, CEPA, CFP™

Joan RidleyPresident of Business Wealth Solutions, a business consulting firm.

"We have identified numerous opportunities to protect and maximize corporate wealth both now and in preparation for ownership transition. In this economy, human and intangible capital are major corporate assets. Absent proper planning, business owners could leave dollars on the table, and face the risk of actually losing their unprotected assets and hard-earned wealth."



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