What does it take to exit your business successfully? In this in-depth conversation, wealth advisor Sarah Raven and valuation expert Ben Towne explore the full spectrum of exit planning—from business readiness and financial strategy to emotional preparedness and long-term vision. Whether you're years away from selling or just beginning to think about life after ownership, this series walks you through the three critical pillars of exit planning: business value, personal goals, and financial planning.

Through analogies, real-life examples, and practical advice, Sarah and Ben break down key concepts like the readiness gap, value gap, wealth gap, and legacy planning. They share insights on navigating the emotional complexity of transition, structuring deals, building a strong advisory team, and preparing for what comes next. This is more than a checklist—it’s a blueprint for business owners who want to maximize value, avoid costly missteps, and exit on their own terms.

In this closing conversation, Bekah Zsiga reflects on how flexible, remote work makes it possible to balance a fulfilling career in business valuation with active family life—something that once felt out of reach. She shares how continuous learning, meaningful client relationships, and a supportive team culture contribute to deep job satisfaction. Becca and I conclude with personal reflections on how part-time work models create real benefits for both professionals and firms.

In this special episode, Ben Towne and guest Megan Thompson take a hilarious and insightful look at The Accountant 2, the action-packed sequel to the 2016 thriller. They break down the film’s plot, revisit key moments from the original movie. Blending humor with professional insight, this episode is perfect for both movie buffs and number nerds.

In this episode, I sit down with my good friend Gary Whitfield to dive into one of the most powerful tools in exit planning: Qualified Small Business Stock (QSBS). We break down how business owners can potentially exclude up to $10 million—or even more—in capital gains, and what it takes to qualify. From entity structure to valuation strategy, we cover what you need to know early if you're thinking about a future sale. Whether you're an entrepreneur or advising one, this conversation is packed with actionable insights.