This discussion picks up where the transaction leaves off and follows business owners through the real decisions and tradeoffs of an exit. Our panel digs into how to know when it is truly time to sell, why thoughtful cash flow modeling before a deal can give families the confidence that “it will be okay,” and how advanced tax planning, including residency decisions and the right CPA, can save millions that would otherwise be lost.

From there, the conversation turns to what happens after the wire hits, exploring the loss of identity many founders feel, the importance of having a new mission to pour themselves into, and the role that philanthropy, mentorship, and engaging the next generation can play in restoring purpose. Advisors leave with a clear message. Help clients build the right team early, push them to plan well before a letter of intent, and walk with them as they figure out what comes next in their lives, not just in their balance sheet.