Are you equipped to help owners think beyond the transaction and plan for a truly successful exit? In this resource, 2025 Exit Planner of the Year Joe Seetoo shares his Top 5 Tips grounded in real-world experience and the Exit Planning Institute’s Value Acceleration Methodology™.

Joe addresses why so many owners delay personal and financial planning, leading nearly 80 percent to regret selling within a year. He outlines a more integrated, pre-planning approach focused on aligning the business, personal, and financial legs of the stool, strengthening strategic decision making, identifying a clear North Star, responding confidently to unsolicited offers, and preparing for purpose beyond the CEO role.

Created for advisors, this high-level guide supports stronger conversations and more holistic exit planning.

Download Joe's Top 5 Tips Now!