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Get What You Want? – Goals Overview
- September 23, 2020
- Posted by: Brad Burklund
- Category: Getting Started
No CommentsThe first step in the exit process is to determine what you really would like to see happen with your exit and define these goals.
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Assumptions Can Hurt You
- September 23, 2020
- Posted by: Brad Burklund
- Categories: Getting Started, Preparing the Owner
One of the most important goals of Exit Planning is to estimate post-exit financial security. The “true number” for each person is different because everyone’s situation is different.
“My dad and I have worked with Brad for a few years now, as we have been wrestling with management and transition challenges within our family business. What I appreciate about Brad is that he’s not ultimately trying to sell you anything. Many “business advisors” are ultimately trying to steer you towards insurance, complicated legal work, investments, etc. Brad is different in that he’s there to look at your situation as a whole, and provide you unbiased advice based on what he thinks is best. Whether you take that advice, or implement his strategies, is ultimately up to you. He’s great at helping you stay on the path that you decide on, and is always there any time we have a question or need clarification on an issue.”
