Summary

A successful business exit rarely happens by accident. In this month’s Take 5 episode, Tendai sits down with Mary Garris, of Stoll Keenon Ogden, to discuss the planning business owners should begin well before a transition or sale, from understanding business value and addressing legal roadblocks to considering the right transition strategy. They also discuss common mistakes, the importance of involving your advisory team early, and practical steps owners can take today to prepare for an eventual exit.

This material is not financial advice or an offer to sell any product and is not a recommendation to buy or sell any particular security. The opinions expressed are those of the Saling Wealth Advisors’ Team and are subject to change without notice.

The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Past performance is not indicative of future results. All investments involve risk, including loss of principal and there is no guarantee that investment objectives will be met.

Saling Wealth Advisors (“SWA”) is an independent SEC registered investment advisor. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that SWA or any person associated with SWA has achieved a certain level of skill or training. This material is provided for informational and educational purposes only. More information about SWA including our advisory services, fees, and objectives can be found in our Form ADV Part 2A and/or Form CRS, both of which are available upon request.

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