In this episode of Poised for Exit, we explore the often overlooked human side of exit planning, where leadership, culture, and legacy intersect. Our guest, Chuck Cooper, founder of Whitewater Consulting and author of The Family Business Blueprint, shares a wealth of experience helping family-owned businesses navigate the complexities of succession planning.

Chuck emphasizes the vital role that company culture plays in a successful exit and why business owners should start developing leadership and investing in their people years before a transition. He shares powerful real-world stories, including one about a client facing a terminal illness who made it his mission to finalize a succession plan that would protect his family, employees, and company.

This is a thoughtful and practical conversation about why exit planning isn’t just about numbers. It’s about people. If you care about preserving your legacy and preparing your business for a stable future, Chuck’s insights are not to be missed.

Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor