You Built It. Can You Sell It? Why most business owners leave money on the table at exit.

​You’ve built something valuable. But if you’re like most business owners, you’ve spent the last decade running the business and almost no time thinking about what happens when you’re ready to leave it. Here’s the hard truth: operating a business well and owning it well as a financial asset are two completely different skills. Most owners don’t know the difference — and they won’t find out until the moment it matters most.

​In this 45-minute session, Dan Cox of EXOS Advisors and John Chionchio of WealthPoint Business Advisory Services will walk you through what you actually need to know to protect the value you’ve built — and how to make the most of the one chance you have to pass this asset on.