129) Exit Planning Roles

Exit Planning Roles

Highly experienced business CPA, valuator and exit planner, Bob Zarlengo, outlines the exit planning roles that are typically assumed by some of a business owner’s other advisors. Starting with financial planners, he explains their primary role during the process. The insurance agent’s role is discussed next, followed by the family business consultant’s. As a Certified Exit Planner (CExP), Bob typically project manages the exit planning process for his business clients. This includes assigning roles and responsibilities to other advisors and then monitoring their progress.

More Information About Exit Planning Roles

For more information about Exit Planning Roles, please visit Bob’s profile page for his contact information.

More Information About Bob Zarlengo And Zarlengo Raub

Watch the Bob Zarlengo And Zarlengo Raub interview for more information about Bob and his company.

Location Sponsor

Thank you to Zarlengo Raub, CPAs for providing a location to film our Denver interview series.