Episode Details

What is exit planning?

Exit planning doesn’t mean you’re ready to sell your business. In fact, starting the conversation years before you plan to step away can give you more time and flexibility to prepare for whatever comes next.

In this video, Andrew Fincher, CFP®, CEPA®, AIF®, explains why business owners should think about exit planning well before a transition is on the horizon. From reducing the business’s dependence on you and developing key employees to improving processes, profitability, and overall business value, starting early gives you the runway to identify opportunities and make meaningful changes over time.

Your eventual transition could mean selling to a third party, passing the business to family, transitioning ownership to a key employee, or continuing to work longer than expected. You don’t need to have that answer today. Exit planning is about building a business—and a plan—that gives you options when the time comes.

Visit vlpfa.com to learn more or schedule a complimentary consultation: https://www.vlpfa.com/contact-us


Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Hosted by Andrew Fincher, CFP®, CEPA®, AIF®, Financial Advisor. VLP Financial Advisors, 1751 Pinnacle Drive, Suite 425, McLean, VA 22102 | 703-356-4360