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Ep 23: How to Think Through Exit Planning
Ep 23: How to Think Through Exit Planning
Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, a firm specializing in tax advisory and compliance for financial advisors.On today’s episode, I’m joined by Justin Goodbread, an award-winning Certified Financial Planner™ (CFP®), Certified Value Growth Advisor® (CVGA®), and Certified Exit Planning Advisor® (CEPA®). With decades of experience, Justin helps business owners identify, grow, and unlock the value of their most significant asset—their business.
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Episode 23: How to Think Through Exit Planning
Guest: Justin Goodbread | Ep. 23
Welcome to Financial Advisors Want to Know! I’m Catherine Tindall, CPA, partner at Dominion Enterprise Services, a firm specializing in tax advisory and compliance for financial advisors.
On today’s episode, I’m joined by Justin Goodbread, an award-winning Certified Financial Planner™ (CFP®), Certified Value Growth Advisor® (CVGA®), and Certified Exit Planning Advisor® (CEPA®). With decades of experience, Justin helps business owners identify, grow, and unlock the value of their most significant asset—their business.
Key Takeaways:
✅ Why Financial Advisors Should Prioritize Exit Planning – How to build a business that can thrive without you.
✅ The Biggest Mistakes Business Owners Make – Avoiding the common pitfalls that reduce business value.
✅ Why Client Growth Alone Isn’t Enough – A holistic approach to sustainable business growth.
✅ Decentralizing Yourself from the Business – The key to increasing your practice's valuation.
✅ How to Start Planning Your Exit Today – Actionable steps to begin preparing years in advance.
💡 If you're a financial advisor looking to maximize your business's value, this episode is a must-listen!
🔗 Connect with Justin Goodbread:
📩 Stay updated on tax & financial insights for advisors: Subscribe Here
☕ Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.DominionEs.com
