
What Do First-Time Business Sellers Need To Know About Exit Planning Services?
Key Takeaways You’ll thank yourself for beginning your exit early — it will enable you to maximize the value of your business, align your exit

Key Takeaways You’ll thank yourself for beginning your exit early — it will enable you to maximize the value of your business, align your exit

Key Takeaways It’s not just for the big businesses anymore—startups need an exit strategy too. Fostering an exit mentality from the outset empowers you to

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 Early exit planning is essential for California entrepreneurs to maximize business value, attract buyers, and safeguard their financial future in a highly competitive

Key Takeaways Developing a detailed exit plan tailored for California’s regulatory and market landscape is essential for maximizing your business’s value and reducing risks during

Key Takeaways: Running a small business requires juggling multiple responsibilities, and often, financial management can become overwhelming. As your business grows, it becomes increasingly important
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.


