Most financial advisors think exit planning is about valuation, taxes, and deal structure.

That’s why they miss it. Because the real work starts long before any transaction—and it has very little to do with numbers.

In this episode of Vaulted Views, I sit down with Andrea Steinbrenner, CEO of Exit Consulting Group, to break down what actually drives successful business exits… and where advisors have the biggest opportunity to step in.

Here’s the reality:

👉 Business owners don’t just exit a company

👉 They exit an identity

And if you’re not having that conversation early, you’re already behind.

What This Means for Advisors

If you work with business owners, this isn’t optional.

Exit planning sits at the intersection of:

client trust

long-term planning

and some of the largest liquidity events your clients will ever experience

The advisors who lean into this don’t just retain assets.

They deepen relationships.

They expand their role.

And they separate themselves from everyone else managing portfolios.

A Simple Framework You Can Use Immediately

Andrea shares four questions every advisor should be asking their clients:

How’s your heart?

How’s your head?

How’s your body?

How’s your spirit?

If your client can’t answer those…they’re not ready—no matter what the numbers say.

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