Planning Your Exit on Your Terms

Key Takeaways

  • More than 60% of business owners don’t know about the different options for exiting a business.
  • Being smart about exit planning starts early and involves a team of knowledgeable professionals.
  • There’s not just one way to transition or exit a business.

Carson Wealth’s Thom Hall CFP®️, ChFC®️, CExP, CEPA Managing Director, Partner & Wealth Advisor and Rick Krebs CPA, CEPA discuss business exit planning and how to make an intelligent exit.


Rick Krebs and BSales Group are not an affiliate of Cetera Advisor Networks, LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisor Networks, LLC, or CWM, LLC.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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