In this episode of Poised for Exit, we talk with Vincent Renda, a nationally recognized financial advisor with Edward Jones who specializes in helping business owners prepare for life beyond their company.
Vincent explains why most owners view an exit as a financial event when, in reality, the real challenge is the transition: identity, purpose, lifestyle, and what comes next. He shares a powerful client story that illustrates how a lack of purpose can stop an exit in its tracks.
We also cover the biggest value drivers and detractors, including owner dependency and hidden lifestyle expenses that create major wealth gaps. Vincent highlights why planning three to five years ahead is critical, and why forced exits often happen due to the Five Ds: death, disability, divorce, disagreement, and destruction.
Finally, Vincent discusses the tools and collaborative resources Edward Jones provides to help owners build a business that’s sellable, sustainable, and aligned with their long-term goals.
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Connect with Julie Keyes, Keyestrategies LLC
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