Exit Planning is a Process... Not an Event

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In this episode, we're talking about exit strategy, but we're also getting into the company and we're talking about how to prepare management for sale and to create a business over time worth buying with Tejal Shah in Houston Texas. Tejal is the Founder and Managing Principal at Congruent Advisory.

Host is Melissa Gragg, a Financial Mediator and Business Valuation Expert in St. Louis, Missouri.

There are so many things that one could do, but the best would be that just, please know, exit planning is a process. It's not an event. If you want to maximize value in your business, ensure that you've got the financial infrastructure in place. You've got your people teed up in the sense that they, they are truly the assets which are helping you generate value. Noted, it is the owner or the senior management, or the executive management who sets the strategy, but it is the middle management that executes the strategy. And any strategy, however phenomenal it may be, if it is not executed right, it's gonna get diluted a little bit. The business value is diluted. So ensuring that your middle management comes along, or your management comes along with the owner, you know, I would say preparing the strategy, planning for the strategy, they need to have as good an idea to ensure how the strategy needs to be executed, because that is where true value generation takes place at the management execution level.

Melissa Gragg CVA, MAFF
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
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Tejal Shah
Founder & Managing Principal at Congruent Advisory Services, LLC
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