Key Takeaways Exit planning services are for you if you’re a business owner pondering a change — no matter the size or structure of your
Key Takeaways Proactive exit strategy planning increases your business’s value by attracting better buyers and giving you more leverage in negotiations, especially in the competitive
Key Takeaways Developing an exit strategy from the beginning puts you in the driver’s seat to decide what happens. It better prepares you to handle
Key Takeaways Developing an exit plan—preferably several years in advance—will help you control how you exit your business. Don’t wait, and don’t make exit planning
Key Takeaways Gauge your life objectives and economic indicators. From there, study the market conditions to determine whether it’s the opportune time to sell your
Key Takeaways Early exit planning is essential for California entrepreneurs to maximize business value, attract buyers, and safeguard their financial future in a highly competitive
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
