Exit Playbook: Planning for Yourself and Your Business Owner Clients
Автор: My Virtual COO
Загружено: 2025-12-19
Просмотров: 3
Jennifer Goldman dives into the real-world side of exit planning—what she prefers to call “rewirement”—for business owners and the clients they serve.
With decades of experience as a business developer, owner, and operator, Jennifer Goldman shares personal stories and actionable strategies to help advisors and firm owners get proactive about transition planning. From the emotional realities of control and legacy, to the practical tools like authority charting and “napkin math,” this session is packed with tips to not only future-proof your business, but to guide your clients through their own transitions.
Key topics include:
Why “rewirement” beats “exit”
The psychological impact of owning your legacy (and how to avoid regret!)
Authority charting: Simple exercises for effective delegation and succession
Napkin math: Quick valuation and growth planning for your business
Building your Life, Career, Mission Statement for clarity and direction
The power of writing exercises and neuroscience in leadership transitions
Keeping top talent by setting a clear path forward
Whether you’re an advisor contemplating your next chapter or you’re helping clients prepare for theirs, this episode is filled with resources, handouts, and inspiration to take action now—rather than waiting until it’s too late.
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