• Exit With Ease with Janise Graham and Diana Muphy, Part 4 - Building Your Dream Exit Team

  • Jun 28 2024
  • Length: 27 mins
  • Podcast

Exit With Ease with Janise Graham and Diana Muphy, Part 4 - Building Your Dream Exit Team

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  • Summary

  • In this episode of Exit With Ease, Diana and Janise focus on the critical steps business owners should take when anticipating an exit or sale. They emphasize the importance of assembling a dream team of expert advisors, including attorneys, bankers, CPAs, wealth advisors, and insurance professionals, to navigate the complexities of the process.

    Through personal anecdotes and practical advice, Janice illustrates the benefits of having the right people in place, fostering efficient decision-making, and safeguarding long-term relationships with existing advisors.

    Diana and Janise offer valuable insights for business owners on preparing for a smooth and successful business transition.

    00:00 Welcome to The Leader's Table

    00:48 Introducing the Dream Team Concept

    02:50 Key Advisors for Business Success

    08:35 The Importance of a Cohesive Team

    12:15 Navigating Advisor Transitions

    23:55 Final Thoughts and Upcoming Episodes
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