Brianna Johnson

Business owners spend years building their companies from the inside. They know the customers, the employees, the processes, the history, and all of the small decisions that helped shape the business into what it is today. That familiarity is valuable, but it can also make it difficult to view the company objectively.

As a business owner, you know your company better than anyone.

When business owners start thinking seriously about selling, one of the first questions they ask is some version of: “Who actually knows how to get me through this?” It's a fair question. Exit planning touches everything from valuation to tax strategy to succession and not every advisor has formal training across all of it.