Following the sudden death of her husband, Dave Spencer, Laurie made the decision to leave behind a successful career as a salon owner, and take over Dave's roofing business.
I'll share the story of my first business exit and what I've learned through my education, certification and evolution in the business of exit planning.
The entire process of exit planning can get bogged down with the technical jargon of accounting, law, tax codes, estate planning, insurance and financial planning.
After long hours and substantial risk-taking, the business owner has created an asset that, if transferred efficiently, could provide financial security for themselves and their families.