Overview

Is it time to exit your business? Half of business owners don't know how to successfully leave their company. Why? People usually focus on building companies, not leaving them. Succession planning is complicated, and after all the work you've put in, it can be challenging to see a way out. In Exit Strategy, senior wealth advisor Alex Carter unravels the complexities of succession and leaving a business, offering clear, straightforward solutions. Carter has not only bought and sold businesses but also developed a network of professionals capable of helping others do the same. His advice for developing a successful exit plan is informed by realistic and invaluable experience, preparing business owners to make informed, strategic departures. All good things must come to an end. If you need guidance navigating taxes, investments, estates, team building, post-sale planning, and more, read this book and exit your business without regrets.

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9781544531021

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Alex Carter is a senior wealth advisor to high-net worth families, branch owner of two Assante Capital Management locations, and 2019's recipient of Assante's Top 40 Under 40 award. He is a Certified Financial Planner, Chartered Investment Manager, and a Certified Executive Advisor. Alex has founded and maintained several philanthropic foundations, including one alongside his father. He is a highly competitive squash player, often competing internationally with fellow Canadian Masters teammates. He currently lives in Toronto and Collingwood, Ontario with his wife and two children, where he enjoys hiking, running, cycling, skiing, and other active pursuits.

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