About this episode

The episode discusses the importance of having a financial dream team for small business owners planning their exit strategy.

Send us Fan Mail In this episode of What The Biz?!, hosts Brigitte Vegter and Daniel Proczko extend their conversation on exit strategy to tackle the advisor gap. While a staggering 54% of business owners are eyeing the exit door over the next five years, over 27% are flying completely solo without a trusted advisor in their corner. We break down why maximizing your valuation and protecting your wealth requires moving past a simple vendor list to build a true financial dream team—Your Busines...

People in this episode

Hosts: Brigitte Vegter, Daniel Proczko

Topics covered

• exit strategy
• business advisors
• financial planning
• small business
• valuation
• wealth protection

Keywords

• business owners
• exit door
• trusted advisor
• financial dream team
• valuation
• wealth protection

Mentioned in this episode

Organizations: What the Biz?!

More episodes of What the Biz?!

• The Five Questions Every Business Owner Must Ask Their Accountant · May 26, 2026 · 38 min
• Why 80% of Small Businesses Never Actually Sell · May 12, 2026 · 48 min

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