Summary In this episode, Adam and Steve discuss the importance of building an exit team for business owners. They emphasize the value of having a family office approach, where professionals from different areas of expertise work together towards the goal of a successful exit. They highlight the key members of an exit team, including a credentialed M&A expert, a qualified tax planner, an attorney specialized in business transactions, and a financial advisor. They stress the importance of having these experts guide business owners through the exit process to avoid costly mistakes and ensure a smooth transition.

Chapters

00:00Introduction 01:23The Concept of a Family Office 04:08The Role of a Credentialed M&A Expert 08:21The Importance of a Qualified Tax Planner 09:47The Role of an Attorney Specialized in Business Transactions 13:11The Role of a Financial Advisor in Exit Planning 15:09Applying the Exit Team Approach to Acquisition Strategies  

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