{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Exitwise Productions","title":"Wise Up on M&A by Exitwise | Ep. 4: Is Your Financial Advisor Ready for Your Exit?","html":"","width":"100%","height":180,"duration":451,"description":"Most M&A content is made by experts talking to other experts. Wise Up on M&A is different.\nThe person managing your brokerage account isn't the same as the person who should manage a seven-figure liquidity event.\nWise Up on M&A by Exitwise is part of the Exitwise Productions podcast network, alongside The Wise Exit and the Exited Founder Podcast. Stephanie asks the questions founders actually have, and Exitwise M&A experts answer them.\nEpisode 4: Is Your Financial Advisor Ready for Your Exit?\nStephanie sits down with Brian Dukes, Exitwise M&A expert, to fill the third and final seat on the M&A team boat: the wealth advisor. Brian explains why this role matters more than most founders expect, and why the planning needs to start long before the deal does.\nWhat you'll hear:\nWhy the finance guy who's been with you for years might not be the right call for a transaction of this size\nWhat a high-quality wealth advisor is doing for you months, quarters, and sometimes years before the deal closes\nWhy knowing what you want to do after the sale isn't just a nice thought, it's a financial planning decision\nWhen your rowboat becomes a yacht and the deal gets bigger, who else joins the team? That's next week.\nNew episodes every week. Listen and subscribe at podcast.exitwise.com or find us on Youtube.\nLearn more and work with Exitwise at exitwise.com.\nMore from Exitwise Productions:\nThe Wise Exit Podcast by Exitwise: https://podcasts.apple.com/us/podcast/exitwise-productions/id1642784919\nThe Exited Founder Podcast by Exitwise: https://podcasts.apple.com/us/podcast/exitwise-productions/id1642784919","thumbnail_url":"https://img.transistorcdn.com/kqLXcfQkTy9HseHP4Vc-qeq0XdZG0N4iHaTw712bSUY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8wZWEw/ZTU4ZGRlMGUwZDJk/MTM0YTA5OWQ4Yjk1/ZDQ0Yy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}