Wise Up on M&A by Exitwise | Ep. 4: Is Your Financial Advisor Ready for Your Exit?

Most M&A content is made by experts talking to other experts. Wise Up on M&A is different.

The person managing your brokerage account isn't the same as the person who should manage a seven-figure liquidity event.

Wise Up on M&A by Exitwise is part of the Exitwise Productions podcast network, alongside The Wise Exit and the Exited Founder Podcast. Stephanie asks the questions founders actually have, and Exitwise M&A experts answer them.

Episode 4: Is Your Financial Advisor Ready for Your Exit?

Stephanie sits down with Brian Dukes, Exitwise M&A expert, to fill the third and final seat on the M&A team boat: the wealth advisor. Brian explains why this role matters more than most founders expect, and why the planning needs to start long before the deal does.

What you'll hear:

• Why the finance guy who's been with you for years might not be the right call for a transaction of this size
• What a high-quality wealth advisor is doing for you months, quarters, and sometimes years before the deal closes
• Why knowing what you want to do after the sale isn't just a nice thought, it's a financial planning decision
• When your rowboat becomes a yacht and the deal gets bigger, who else joins the team? That's next week.

New episodes every week. Listen and subscribe at podcast.exitwise.com or find us on Youtube.

Learn more and work with Exitwise at exitwise.com.

More from Exitwise Productions:
The Wise Exit Podcast by Exitwise: podcasts.apple.com/...
The Exited Founder Podcast by Exitwise: podcasts.apple.com/...