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Infographic PDF · 1 page
Key Members
Who needs to be on your exit planning team, and what each person brings to the table.
Published by Exit Planning Institute
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What's inside
You can't do this alone. Here's who should be at the table and what role each person plays.
- Ten seats at the exit planning table, from the owner and CPA to the M&A advisor
- What the financial advisor brings, including the math on the owner's wealth gap
- Where family members, a family council, and a board of advisors fit on the team