Behind Their Success: Advice For Entrepreneurs

78: Are You Prepared to Sell Your Business When the Time Comes? ( Don't Make These Mistakes )

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If you're an entrepreneur who's built a business over decades—or even just years—what's your plan when it's time to walk away? Spoiler: Just selling isn't the plan. This episode is a must-listen if you want to maximize your exit and minimize the chaos.

 Today’s guest is Joseph Lopresti, founder of Clear Path Family Office and Arlington Wealth Management, and co-author of Exit By Design. With 40+ years of experience, Joseph specializes in helping business owners prepare for and profit from the most important transaction of their life—the sale or succession of their business.

🎧 In This Episode, You’ll Learn:

  • Why most business exits fail to meet owners' expectations

  • How siloed advisors can cost you millions—and how to unify your team

  • The critical importance of early planning (3+ years in advance)

  • The role of a personal CFO in navigating tax, wealth, and transition strategy

  • The emotional side of exiting and how to prepare for “what’s next”

  • How Joseph’s daughter inspired their focus on entrepreneurial clients

    • 📘 Grab Joseph’s Book:
    📖 Exit By Design – Learn the framework for a successful business exit.
    Download your copy: ExitByDesignBook.com

    🔗 Where to Find Joseph Lopresti:
    LinkedIn 

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    Behind Their Success: Advice For EntrepreneursBy Paden Squires