Building More Than Business

Thinking About an Exit? Here’s the Plan


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In Episode 2 of Building More Than Business, hosts Ann Lucchesi and Nerre Shuriah explore why many business owners delay one of the most critical financial decisions of their lives. They unpack the emotional and operational reasons behind the hesitation, examine the risks of waiting too long—including missed tax opportunities—and share what a truly successful exit strategy looks like, both on paper and in practice.

Learn more at firstcitizens.com/building-more.

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Building More Than BusinessBy First Citizens Wealth