Podcast: Proactive Exit Planning through Internal Collaboration - Trust Point

Podcast: Proactive Exit Planning through Internal Collaboration

Poised for Exit Podcast Episode with Randy and Jon

Trust Point team members had the opportunity to be featured on the Poised for Exit Podcast for the fourth time on December 11, 2024.

Randy Van Rooyen, CFA®, CEPA®, Senior Vice President, Strategic Relationships and Jon Marquet, JD, CEPA®, Retirement Plan Consultant, were the guest speakers on the episode. Both have earned their Certified Exit Planning Advisor designation to help business owners plan for business transitions even more intentionally. This will involve planning more upstream to sell a business instead of stepping in later in the process and helping with a business sale only once something happens.

Randy and Jon shared a story about a business owner who they were working with who unfortunately passed away before more planning was completed, which resulted in the Trust Point team working through strategic planning to sell the business that the deceased previously owned. This allowed the opportunity for several Trust Point team members to work together to learn about various other assets the business owner had and to move the business to a place where it was transferable since there was a lack of previous early planning and wishes of the business owner. In the end, the lack of early planning resulted in a longer, more intense process.

CLICK HERE to Listen to the full episode.

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