Monthly Archives: July 2022

Avoiding the “Exit” Word

Owners don’t like the “Exit” word. They tell us regularly to change it, or that talking about it is uncomfortable. It’s the elephant in the room. I understand. Anyone selling life insurance or funeral pre-planning knows that you don’t start … Continue reading →

Posted in Exit Planning, Exit Strategies | Tagged , , , , , , , , , , , | 1 Comment

One Response to Avoiding the “Exit” Word

  1. Jim Wisdom, CFP, CEPA says:

    Well stated, John. Very true.

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