From The Helm

Moving your business forward through the exit

Episode Summary

Spinnaker Trust & CLMC, LLC Strategic Business Advisors: While 96% of business owners agree it's important to have an exit strategy, experts say only 13% have a current written plan in place – leaving too much unknown for what comes next. In this podcast, we’ll dive deep into succession planning, with a focus on family-owned businesses. We’ll uncover identifying readiness, finding prospective buyers, making your business more attractive for an offer, and how to seamlessly transition the hands of ownership.