Engineering Your Exit introduces the Transaction Readiness Plan™, a practical framework that helps founders and CEOs of mid-market businesses prepare for a successful liquidity event. By combining exit planning with long-term wealth management, the book shows how to increase enterprise value, optimize tax outcomes, manage risk, and build financial security beyond the business. Through seven core areas of exit readiness, readers will learn how to align personal goals with business strategy, prepare for succession, and create a lasting legacy. Whether your exit is years away or already on the horizon, Engineering Your Exit provides a clear roadmap to achieving your financial and personal objectives.
Do you want to know a dirty little secret about the financial services industry? Very few advisors are trained to manage and grow a family net worth in excess of $2,000,000 because high net worth families require advanced strategies. If your net worth is above $2,000,000 you owe it to yourself to read this book. Most people spend their lives building their wealth. However, they rarely take the time to consider what it truly takes to preserve and grow their net worth once successful. This book is a MUST READ for anyone that has built or accumulated more than $2,000,000. If you’ve outgrown generic financial advice and want strategies tailored to individuals with excess of $2,000,000 this book is for you. The strategies and tactics presented can allow you to get better service or lower your existing fees if you’re not getting the services mentioned.