
The Personal Balance Sheet: Resisting Operational Tunnel Vision
Understand the psychology of wealth transition: how tax concerns lead to risky financial decisions for entrepreneurs.
I want to discuss selling my business to 9Q Exit.

Understand the psychology of wealth transition: how tax concerns lead to risky financial decisions for entrepreneurs.

Uncover the importance of strategic exits while adapting to digital transformations within the accounting industry.

How unchecked optimism can lead to inflated business valuations and learn strategies to align expectations for a successful exit.

How strategic customer relationship design enhances profitability and boosts business valuation for a successful exit.

How unchecked optimism can lead to inflated business valuations and learn strategies to align expectations for a successful exit.

Discover what happens when founders fuse identity with business—and how to navigate life after exit with resilience, purpose.
Ready to exit? Download our full-length Exit Preparedness Workbook for FREE
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