by Tommy Delello | Dec 17, 2025 | Business Exit Strategy
Every owner dreams of the moment when they step away from their business, having achieved financial freedom and prepared for what comes next. Yet for many, that moment arrives with an unpleasant surprise. The average net worth at exit is approximately $15 million, but...
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 26, 2025 | Business Exit Strategy
Business owners preparing for an exit in 2026 face a unique planning environment shaped by The One Big Beautiful Bill Act (“OBBBA”). The legislation introduces new tax rules, modifies deductions, expands exemptions, and adjusts planning windows, which can...
