Monthly Archives: February 2020

Quarterbacking is Not Exit Planning

Posted on February 26, 2020 by John F. Dini

Quarterbacking is a popular term when exit planners are talking to clients. It’s supposed to invoke a vision of someone who is in control. Think about a Tom Brady, Aaron Rodgers or Patrick Mahomes standing tall in the pocket, surveying … Continue reading →

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One Response to Quarterbacking is Not Exit Planning

  1. Jim Wisdom says:
    June 7, 2021 at 3:27 pm

    John: Thx for this Blog post. It helps to clarify the role of the Exit Planning Strategist for all concerned- the business owner, the other advisors, and even the Exit Planning Strategist. Great information!

    Reply

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