Most founders wait too long to plan their exit and leave millions on the table.

In this episode of Making Sense of Your Money, business exit strategist Evan Duke reveal what truly makes a company “sale-ready.” From customer concentration risk to over-reliance on the owner, this conversation breaks down the biggest mistakes founders make and how to fix them before it’s too late.

What You’ll Learn:

• When to start building your exit plan (hint: it’s not when you’re ready to sell)
• Why your business must run without you before a buyer ever signs
• How to identify and reduce valuation killers
• What earnouts really look like and how to maximize them
• Why post-sale planning is just as critical as the sale itself

Featuring: Dan Pascone & Evan Duke

🎧 Ready to exit on your terms? Don’t miss this episode.

🔗 www.makingsenseofyourmoney.com

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Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.