What If the Family Transfer Fails? (Your "Plan B" Explained)
Автор: Patrick Carroll CFP®, CExP™
Загружено: 2026-02-01
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Описание:
In this video, Patrick Carroll (Merit Financial Advisors) explains why the backup option is always a third-party sale and why that might actually be good news.
Patrick covers:
The "Plan B" Reality: Why we don't build two separate plans, but always keep the third-party sale option in the back of our minds.
The Alternative to Closing: Why closing the business should rarely be the option, even for small companies.
The Valuation Surprise: How many owners are shocked to discover that third-party buyers find their business "not only valuable but very desirable."
The Mindset: Why understanding this backup option from Day 1 takes the pressure off the internal transfer.
#successionplanning #businessexit #patrickcarroll
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