A Business Exit Strategy Blueprint (Podcast)

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Duggan Bertsch

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Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
Are you ready for the day you'll step away from your business? According to Rob Wellendorf, President of Execso, Business Exit Planning, the groundwork for your business exit should be laid from day one.
United States Corporate/Commercial Law
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Are you ready for the day you'll step away from your business? According to Rob Wellendorf, President of Execso, Business Exit Planning, the groundwork for your business exit should be laid from day one. In this episode, our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, sits down with Rob to outline a 5-year plan including assessment, preparation, and readiness for the sale. Tune in to discover the essential steps you should take in each of the 5 years to ensure a seamless transition into your post-exit life.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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