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I am pleased to offer a series of white papers that provide valuable information for business owners preparing or planning for transitioning out of their businesses. This white paper library is constantly growing and updating, so feel free to drop by every now and again for new and fresh articles. 


To access these powerful resources, simply click the White Paper title below to send me your name, phone number, and company name. I will email your White Paper directly to you!


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The Exit Planning Review© is a twice monthly e-newsletter for business owners and their advisors. Each issue discusses a topic affecting business owners who must plan for likely the single most important financial event of their lives - the transition out of their business.


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ExitMap is a free, no-obligation tool that enables business owners to take a first step towards Exit Planning by quickly identifying important personal and organizational goals. Complete a 15-minute online questionnaire to receive a 12-page evaluation of readiness for transition.


Complete the questionnaire by clicking on the ExitMap icon. (Please list me as your advisor when prompted by the software to "Enter Access Code or use ExitMap." This is for ExitMap internal services and does not obligate you to retain me.)

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