Adding Exit Planning to Your Practice: Why It's Crucial for Business Owners
Craig Rubrecht, CEO of Cornerstone Wealth Group, shares his experience adding Exit Planning to his firm's suite of financial services, which has allowed them to work with more business owners seeking to exit their companies. This episode explores how Rubrecht's firm has integrated Exit Planning into their existing services, and how the support from BEI and its membership community has helped them develop new competencies and capabilities in this area. Brown and Rubrecht discuss the challenges of implementing Exit Planning in real-life client situations and highlight the importance of the ongoing support and education that BEI offers its members.