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Value Acceleration vs. Succession Planning for Business Owners (Ep. 25 | Pt. 1)
Thinking about stepping away from your business someday? The real question is whether you are preparing to leave or preparing to grow.
In this episode, Dan Reese, CFP®, kicks off a multi-episode series on exit planning for business owners. He introduces the concept of value acceleration as a proactive alternative to traditional succession planning and explains why many owners may overestimate what their business is worth while underestimating how much they rely on it financially. Dan breaks down the three legs of the stool, business value, financial planning, and personal purpose, and outlines practical first steps that may help strengthen each area before making any exit decisions.
Key takeaways:
Resources:
Connect with Dan Reese CFP®:
View all episodes
By Dan ReeseThinking about stepping away from your business someday? The real question is whether you are preparing to leave or preparing to grow.
In this episode, Dan Reese, CFP®, kicks off a multi-episode series on exit planning for business owners. He introduces the concept of value acceleration as a proactive alternative to traditional succession planning and explains why many owners may overestimate what their business is worth while underestimating how much they rely on it financially. Dan breaks down the three legs of the stool, business value, financial planning, and personal purpose, and outlines practical first steps that may help strengthen each area before making any exit decisions.
Key takeaways:
Resources:
Connect with Dan Reese CFP®: