Many exit planning conversations focus solely on preparing for the sale of a company, but that is only one scenario. In this episode, Bill Stranberg, Managing Partner at Stranberg, sits down with Justin Albertson, CEPA, of JG Executive Advisory for a conversation on what determines whether a family business is ready for a transition, whether that means a sale, a handoff to the next generation, or something else entirely.

They cover why family business exit planning starts years before any transition is on the calendar, how owner dependency works in both directions, what it actually takes to close the execution gap between having a plan and getting it done, and why a values statement only guides decisions when it's ranked, not just listed.

In This Episode

• [00:00] What exit planning actually means for a family business (it's  ...