Most business owners, when asked about their timeline for exiting their business, often say it will take five years.

When you ask the same question again next year, guess what they say? Five years!

Without proper guidance and planning, you may be tempted to kick the can down the road until it’s too late.

Listen in as Zoe Singh, CFP®, Wealth Advisor at Centura Wealth Advisory, and Andrea Steinbrenner, CEO of Exit Consulting Group, share the process for an effective business exit so you can be ever-ready to transition smoothly into the next chapter of your life.

Zoe and Andrea discuss:

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• The ideal time to start your exit planning for significant tax benefits
  
• The three stages of exit readiness
  
• Latest market trends affecting the M&A space (especially private equity)
  
• The sales process and timeline from initial business valuation to the final transaction
  
• How do internal sales (family members, partners, key employees, etc.) differ from external sales (strategic buyer, PE firm, etc.)
  
• And more
  

Connect with Zoe Singh:

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• LinkedIn: Zoe Singh
  

Connect with Andrea Steinbrenner:

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• LinkedIn: Andrea Steinbrenner
  
• Exit Consulting Group
  

Connect with Centura Wealth Advisory:

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• (858) 771-9500
  
• Centura Wealth Advisory
  
• LinkedIn: Centura Wealth Advisory
  

About Our Guest:

Andrea Steinbrenner is the Chief Executive Officer at Exit Consulting Group, Inc. (ECG). An experienced, versatile executive who has worked across a multitude of industries throughout her career, Andrea’s objective is to leave businesses better than she finds them and works hard to provide her clients and companies with the best possible outcome.

Andrea began her career in the Midwest, working her way up the managerial ladder in the retail industry. After marrying a naval officer, she attended San Diego State University and earned a Bachelor’s in accounting. She then worked for TGG Accounting, a mid-sized, outsourced accounting firm. And quickly rose through the ranks to become a fractional CFO working in a number of industries, including construction, manufacturing, retail, professional services, financial services, cannabis, hospitality, franchises, and e-commerce sectors, among others. 

Deciding to take her career in a slightly different direction, Andrea became the VP of Operations and grew the company from less than 100 clients to over 250. After receiving an EMBA, Andrea left her position and started Canopy Consulting, a business consulting firm. She was referred to Exit Consulting Group (ECG) as a consultant in 2019 and is transitioning to CEO in October 2022.