An exit plan is not about walking away. Exit planning is about protecting accomplishments and ensuring the next phase supports financial, operational, and personal goals.

Dr. Craig West is the founder of Capitaliz and has been working with business owners on succession and exit strategies for over 20 years. Succession and exit planning are crucial for business owners ...

Before transitioning into wealth management, I spent nearly two decades running a family business, which we successfully exited nearly six years ago. That experience gave me firsthand insight into the ...