EPISODE · Oct 16, 2025 · 38 MIN
How to Exit Your Company The Right Way With No Regrets
from Just Minding My Business · host Just Minding My Business Media
Statistic show that a whopping 80-85% of business owners regret selling their company within just one year. Why? Because they didn't plan their exit the right way. Get ready to learn how to master your business exit, because you don't want to be one of the 80-85% who look back with regret.Joseph F. LoPresti is the founder and CEO of Clear Point Family Office and Arlington Wealth Management, bringing nearly four decades of experience in wealth advisory. Disillusioned by Wall Street’s sales-driven culture early in his career, Joe developed a proprietary investment methodology focused on wealth preservation, proactive planning, and business exit strategies. Over the past 25+ years, he has helped business owners and families align their personal wealth with business strategy, ensuring financial security and legacy preservation. He is also the co-author of Exit by Design, a blueprint for business owners navigating succession and transition planning. Committed to financial literacy, he has educated investors through radio segments, college courses, and the Investor Education Institute (IEI), empowering individuals to make informed decisions about their financial futures.CONTACT DETAILS:Email: [email protected] Business: Arlington Wealth Management Website: www.arlington-wealth.comBusiness: ClearPoint Family Office Website: www.clearpointfamilyoffice.com Social Media:LinkedIN - www.linkedin.com/in/joeloprestiria Free Book Download: https://www.exitbydesignbook.com/ Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.
What this episode covers
Statistic show that a whopping 80-85% of business owners regret selling their company within just one year. Why? Because they didn't plan their exit the right way. Get ready to learn how to master your business exit, because you don't want to be one of the 80-85% who look back with regret.Joseph F. LoPresti is the founder and CEO of Clear Point Family Office and Arlington Wealth Management, bringing nearly four decades of experience in wealth advisory. Disillusioned by Wall Street’s sales-driven culture early in his career, Joe developed a proprietary investment methodology focused on wealth preservation, proactive planning, and business exit strategies. Over the past 25+ years, he has helped business owners and families align their personal wealth with business strategy, ensuring financial security and legacy preservation. He is also the co-author of Exit by Design, a blueprint for business owners navigating succession and transition planning. Committed to financial literacy, he has educated investors through radio segments, college courses, and the Investor Education Institute (IEI), empowering individuals to make informed decisions about their financial futures.CONTACT DETAILS:Email: [email protected] Business: Arlington Wealth Management Website: www.arlington-wealth.comBusiness: ClearPoint Family Office Website: www.clearpointfamilyoffice.com Social Media:LinkedIN - www.linkedin.com/in/joeloprestiria Free Book Download: https://www.exitbydesignbook.com/ Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.
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How to Exit Your Company The Right Way With No Regrets
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