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Advanced Exit Planning: Beyond the Basics
In this episode of Frank Wealth Insights, Frank is joined by Alex Gertsburg, an attorney and the CEO of CoverMySix. Alex works closely with business owners on legal strategy, risk management, and continuity planning. He shares perspectives on where exit strategies tend to succeed and where challenges may arise. During the conversation, he dives into the deep end, exploring key considerations for a well-structured exit plan.
Frank Fantozzi CPA, MST, PFS, CDFA, AIF®, CEPA, is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440.740.0130 to connect with a member of the team.
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By Frank FantozziIn this episode of Frank Wealth Insights, Frank is joined by Alex Gertsburg, an attorney and the CEO of CoverMySix. Alex works closely with business owners on legal strategy, risk management, and continuity planning. He shares perspectives on where exit strategies tend to succeed and where challenges may arise. During the conversation, he dives into the deep end, exploring key considerations for a well-structured exit plan.
Frank Fantozzi CPA, MST, PFS, CDFA, AIF®, CEPA, is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440.740.0130 to connect with a member of the team.