No Longer Publishing the Exit Planning Tips Newsletter

As 2024 comes to a close, I have reassessed my priorities. While I do exit planning, I have pivoted my business so that it is an add on as part of my virtual CFO services package for the client and not a separate service.

I am focusing my time on getting my EA card (I have passed 2/3 exams with only part 2 remaining), building up the tax division of my business and partnering with law firms on expert witness assignments concerning tax, accounting, contracts & similar.

I also realized from the current landscape that business owners are more interested in learning how to scale their business rather than learning how to exit.

An analogy would be "why are you trying to sell a coffin to someone who isn't dying even though they know dying is inevitable". That is basically how exit planning is.

I will think of a new newsletter to publish but it will be published only after I officially get my EA card.