Monthly Archives: January 2024

Personal Vision – Life After the Sale Part I

Life after the sale is often both the most important and most neglected factor in exit planning. Although (according to two different surveys in 2013 and 2022,) 75% of owners report regrets or unhappiness a year after the transition, exit … Continue reading →

Posted in Exit Options, Exit Planning, Exit Strategies, Life After | Tagged , , , , , , , , , , , , | 3 Comments

3 Responses to Personal Vision – Life After the Sale Part I

  1. Kyle Whalen says:

    Am 2 years past selling to an ESOP. Transition is is crazy hard for a lot of the reasons you stated and more.
    Been reading your for many years

  2. Randy Clark says:

    Very good points

  3. Suzann Woodward says:

    Excellent! Thank you, I have just sold my business and now in the transition stage.

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