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In this episode, Steve McGarry sits down with Tyson Ray, CEO of Form Wealth Advisors and a certified exit planner. With over 27 years in the financial services industry, Tyson shares his journey from a childhood shaped by financial hardship to becoming a guide for business owners facing their inevitable "exit."

Whether you plan to sell next year or die at your desk, Tyson explains why every entrepreneur needs a succession plan. He introduces his signature SPACE framework and discusses the critical psychological shifts required to successfully transition away from a business you've spent a lifetime building.

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After nearly 30 years building a successful financial advisory practice, Tyson Ray realized his assumed succession plan was actually built on unchecked assumptions that could put everything at risk. That moment of reflection inspired his book Total Succession, the SPACE™ framework (See, Prepare, Act, Commit, Exit), and The Total Succession Show podcast, where he helps financial advisors exit their businesses with clarity and confidence. Tyson encourages advisors to confront difficult questions about leadership, client protection, and letting go, with one clear message: it is never too late to get succession planning right.

LinkedIn - https://www.linkedin.com/in/tysonray/ 

Website - https://formwealth.com/

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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/