The Exit Blueprint: Strategies to Maximize Value and Minimize Risk

When business owners skip exit planning, the fallout can be brutal; value lost, families divided, legacies diminished. But with the right strategy, an exit isn't chaos, it's a launchpad: valuations climb, transitions smooth out, and owners step confidently into their next chapter. In this episode of the AICPA Personal Financial Planning Podcast, host Cary Sinnett welcomes Daniel D. Meiklejohn, JD, CPA, PFS. With his rare combination of legal, tax, and financial planning expertise, Daniel helps business owners turn exits from reactive scrambles into deliberate successes, covering everything from succession and valuation to wealth transfer and legacy planning. Listeners will learn: · The #1 risks owners overlook before selling · Why building the right advisory team changes the outcome · How early planning boosts valuations (and reduces stress) · Where CPA financial planners fit into the exit conversation · Practical ways to help clients start planning today This episode is a must-listen for CPA financial planners who work with business owners—or anyone who wants to sharpen their edge in succession and legacy planning. AICPA Resources: https://www.aicpa-cima.com/cpe-learning/webcast/business-exit-planning https://pfplanning.libsyn.com/business-exit-transitions-for-cpa-financial-planners https://www.aicpa-cima.com/professional-insights/article/pcps-succession-planning-survey