Are you looking to exit your business in the most seamless way possible, allowing for the new leaders to integrate into your business without a huge shift? 

In this episode, Charlie Massimo and Peter Anastasian are joined by Michael Brinkley, CFP®, CEPA. Michael explains the process of becoming a certified exit planning advisor and emphasizes the need to consider both financial and personal aspects when planning for an exit. 

Michael discusses: 

• Common obstacles in business deals regarding exit strategies
• The importance of having the right team of advisors by your side 
• The emotional side of exiting a business and how that can affect the way in which you go about strategizing 
• And more

Resources:

• 1-800-492-1222
• Wealth Enhancement Group 

Connect with Charlie Massimo: 

• LinkedIn: Charlie Massimo

Connect with Peter Anastasian: 

• LinkedIn: Peter Anastasian 

Connect with Michael:

• LinkedIn: Michael Brinkley

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable or you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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