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