by Tommy Delello | Dec 15, 2025 | Business Exit Strategy
January Member Spotlight featuring Ed Barone. The conversation offered a clear, real-world look at what it means to build a practice around exit planning—and how doing the work, not just talking about it, can materially change both client outcomes and firm growth. Ed...
by Tommy Delello | Dec 15, 2025 | Business Exit Strategy
One critical and often overlooked component of exit planning is insurance. The right insurance strategies do not just protect against risk; they can preserve enterprise value, smooth the transition for successors, and safeguard the owner’s personal wealth post-exit....
by Tommy Delello | Dec 6, 2025 | Business Exit Strategy
For many entrepreneurs, their business has been the center of their world for decades. Early mornings, late nights, and years of sacrifice have built a successful company that they can now monetize, but as they approach selling, transitioning, or stepping away, one...
by Tommy Delello | Dec 6, 2025 | Business Exit Strategy
A Founder’s Vision for Longevity Over Liquidity In 1976, at just 23 years old, David Weekley left a conventional builder’s career path to forge his own. When his supervisor offered him a company car instead of the bonus he had earned, Weekley chose independence. He...
by Tommy Delello | Nov 27, 2025 | Business Succession
For many business owners, their company represents their life’s work and their largest financial asset. Yet when it comes time to plan an exit, few owners have the right strategies in place to maximize value, retain key talent, and ensure a smooth transition. One...
