Thinking of selling your business someday? Begin here by understanding the first steps that count. Most entrepreneurs start with simple business planning, but not many
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
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.
