I retired in 2008 after selling a 200-employee company. Shortly after that I founded Beacon Exit Planning to help guide owners through this challenging exit process. I proceeded to educate myself in the technical aspects of closely held businesses, passed my certification and moved on to my third career at the tender age of 63.
My training focused on private capital markets, understanding the owners’ goals, measuring their personal, financial and business wealth, determining their value gap and then evaluating the various exit paths, both pre- and post-tax.