Exit Planning Strategies for Your Business

Terri Munro, CFP®

January 24, 2025

In this instructional presentation, Terri Munro, CFP®, Partner at Waverly Advisors, LLC, and Gina Miller, Partner at Bennett Thrasher, discuss key concepts for preparing a business exit strategy. Topics include business valuation, creating an exit plan, enhancing value, and exploring potential exit options. The video also covers the stages of maturity for businesses and the importance of thoughtful planning. Case studies are included for illustrative purposes only. This session is designed to provide insights and education for business owners considering an eventual transition.

Video recorded on Thursday, January 23, 2025.

Waverly Advisors, LLC is a nationwide wealth management company for high-net-worth individuals and their families, business owners, executives, and institutions. We take a holistic approach to wealth management, dealing with all aspects of a client’s wealth, including investments, taxes, estate planning, charitable trust services, corporate retirement plans, and more.

For more information about the topics discussed in this video or if you would like a portfolio review, contact a Waverly advisor today.

IMPORTANT DISCLOSURES

The information presented in this document is for general informational and educational purposes and is not specific to any individual’s personal circumstances. Nothing in this document constitutes, or shall be relied upon as, investment, legal, or tax advice to any person. The information in this document is provided effective as of the date of its publication, does not necessarily reflect the most current status or development, and is subject to revision at any time. Investing involves risk, and past performance does not necessarily predict future results. None of Waverly, or any of its officers, members, or affiliates, in any way warrant or guarantee the success of any action that anyone may take in reliance on any statements or recommendations in this document.

Waverly Advisors, LLC (“Waverly”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Waverly, including investment strategies, fees and objectives can be found in Waverly’s ADV Part 2A Brochure and Form CRS (Customer Relationship Summary), available at https://waverly-advisors.com/.

You should not assume that any information provided serves as the receipt of, or as a substitute for, personalized investment advice from Waverly. This information should be used as a reference only.

Investment advisory services are offered by Waverly Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.
© 2024 Waverly Advisors, LLC. All rights reserved.

For more information, please see our other important disclosures: https://waverly-advisors.com/otherimportantdisclosure/

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MEET THE AUTHOR

Terri Munro, CFP®

Partner, Wealth Advisor

Terri R. Munro, CFP®, Partner and Wealth Advisor at Waverly Advisors, helps individuals, families, and business owners navigate financial complexity with clarity and confidence. Through a comprehensive, planning-first approach, Terri integrates investment management, tax-aware strategies, retirement planning, and estate coordination to help clients make thoughtful financial decisions that support both their immediate needs and long-term life goals.

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