1.  No Succession Planning 

     2.  Failure to Protect Intellectual Property 

     3.  Failure to do Asset Protection Planning 

     4.  Failure to do Financial Planning 

     5.  No Estate Planning 

     6.  Complaining to your children and key employees about how terrible it is to be a business owner (and then expecting them to
          want to buy in later!) 

     7.  Not using an advisory team as advisors 

     8.  Not grooming and keeping key employees 

     9.  Not having an Exit Strategy 

    10.  No Strategic Plan 

 
If you’ve made any of these mistakes, please make an appointment with us today.

Getting Started:  Business and Exit Planning Process