Ep 71: Mastering the Art of Exit Planning with Certified Exit Planning Advisor, Bonnie Bailey

Get ready to navigate the often-overlooked waters of exit planning with the expertise of Bonnie Bailey, a seasoned Certified Exit Planning Advisor who makes her return to The Way2Wealth podcast. She brings a treasure trove of wisdom to the table, emphasizing the significance of having an exit strategy that is as robust as your business plan. This episode promises to equip you with the perspective and tools needed to ensure that when you’re ready to step away from your business, you do it on your own terms, with financial freedom and the ability to pursue personal and philanthropic passions in your sights.

We also take a heartfelt look at the emotional rollercoaster entrepreneurs face when detaching their identity from their business. It’s a candid exploration of the ‘freedom from’ versus ‘freedom to’ motivations that drive business owners, urging a deeper understanding that goes beyond profit margins. Additionally, we shed light on the strategic advantages of regular business valuations, not only as a measure of your company’s financial health but also as a way to stay aligned with your life’s goals. With Bonnie’s insights, this episode is as much about strengthening the foundation of your business as it is about fortifying your journey toward growth and fulfillment.

Learn more about Bonnie here.

Hear Past episodes of the Way2Wealth Podcast!

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor


Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Apple PodcastsSpotifyGoogle PodcastsYouTube

More Episodes

Connect With Us!