Wise Up on M&A by Exitwise | Ep. 4: Is Your Financial Advisor Ready for Your Exit?

Most M&A content is made by experts talking to other experts. This isn't that. The person managing your brokerage account isn't the same as the person who should manage a seven-figure liquidity event. Wise Up on M&A by Exitwise breaks down the business sale process in plain terms. Stephanie asks the questions founders actually have, and Exitwise M&A experts answer them. Episode 4: Is Your Financial Advisor Ready for Your Exit? Stephanie sits down with Brian Dukes, Exitwise M&A expert, to fill the third and final seat on the M&A team boat: the wealth advisor. Brian explains why this role matters more than most founders expect, and why the planning needs to start long before the deal does. In this episode: Why the finance guy who's been with you for years might not be the right call for a transaction of this size What a high-quality wealth advisor is doing for you months, quarters, and sometimes years before the deal closes Why knowing what you want to do after the sale isn't just a nice thought, it's a financial planning decision The short answer: for any transaction above a couple million dollars, a high-quality wealth and tax advisor isn't optional. When your rowboat becomes a yacht and the deal gets bigger, who else joins the team? That's next week. If you're building a business and an exit is even a distant thought, start here. Then send it to a founder friend who needs to hear it. New episodes every week. Subscribe so you don't miss the next one. Work with Exitwise: https://exitwise.com Wise Up on M&A by Exitwise:    • Плейлист   The Wise Exit Podcast by Exitwise:    • The Wise Exit Podcast   The Exited Founder Podcast by Exitwise:    • The Exited Founder Podcast