July 4, 2023
I recently had the honor of being a speaker at the Exit Planning Institute’s (EPI) annual summit. Throughout the event, I got to speak to hundreds of financial advisors. Let me tell you, I love opportunities like this where I can meet face-to-face and have engaging conversations with my readers. But one thing struck me during the summit. It seemed that everyone I spoke to was asking the same question… “Justin, how can I plan my exit with certainty?” This just goes to show that there is a very real need for guidance on this subject in the RIA space. That’s why I’m dedicating this entry to predictably planning your eight-figure exit.