Episode 155 – The Art of Exit Planning: Aligning Business Goals with Market Realities

This episode features a special presentation by Doug and Valerie Vaughn. They revisit their well-received EPI chapter meeting presentation, “Bridging the Gap,” to discuss the importance of aligning business owners’ goals with market realities.

You can view the companion video by clicking this link.

Discover the various types of goals that business owners consider when planning their exit. Doug and Valerie discuss common misconceptions in business valuation, explain the role of M&A intermediaries, and suggest strategies to help owners prepare for successful transitions. The conversation explores financial, legacy, and emotional goals, as well as practical techniques for aligning expectations with market conditions. Andy contributes to the discussion by presenting real scenarios and myths related to quick sales, valuations, cash transactions, and transitional periods for business owners. The episode wraps up with practical advice on involving M&A advisors early in the exit planning process to ensure a smoother and more profitable exit strategy.