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Education is Core to a Successful Exit Plan

Becoming educated about an exit planning process is ‘core’ to any successful business owner transaction. Without an owner learning what they do not currently know, it is impossible for that owner to make a fully informed decision for their own business exit. It is unlikely that the owner will achieve a successful exit absent the ability of that owner to decide for themselves which exit option to choose and to understand the pros and cons of each choice. This article is a look at the educational process that accompanies a properly delivered exit planning engagement.

Business Exit Readiness Index™

At some point, you ARE going to leave your business. The question is When, How, and on What terms? According to BizEquity, a leading national firm on business valuation, 86% of private business owners lack a formal Exit and Succession strategy for their business.

Gauging your financial and mental readiness to leave your business is an absolute necessity, take our Business Exit Readiness Index (BERI) survey and receive a free, 6-page report with your results

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services are offered through Jacobi Capital Management, LLC, an SEC Registered Investment Adviser. Jacobi Capital Management, LLC is an entirely separate entity from LPL Financial. Jacobi Capital Management, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL and Investment Adviser Representatives of Jacobi Capital Management, LLC; or (2) solely
Investment Adviser Representatives of Jacobi Capital Management, LLC. Although all personnel operate their businesses under the name of Jacobi Capital Management, LLC or Jacobi Wealth Advisors they are each possibly subject to the differing obligations and limitations and may be able to provide differing products or services. Please speak with your financial professional for more information or see their personnel bio pages on the Jacobi Wealth Advisors website at
Pinnacle Equity Solutions, BizEquity,  Jacobi Wealth Advisors and LPL Financial are all separate entities.

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