Exiting Your Business with Clarity: Aligning Your Business, Personal Finances, and Legacy for Success

Every business owner will leave their company someday; the only question is whether it happens by design or by default.

In Exiting Your Business with Clarity, Certified Business Exit Consultant and M&A Advisor Ed Barone offers a step-by-step roadmap for owners who want to maximize value, protect their families, and define the legacy they’ll leave behind.

Drawing on decades of experience helping privately held businesses navigate complex transitions, Barone demystifies the emotional, financial, and strategic challenges of exiting.

Through real-life stories and practical frameworks, readers learn how to:
● Assess mental and financial readiness using the Business Exit Readiness Index.
● Understand the five exit paths and how to choose the one that aligns with your goals.
● Build a transferable business that thrives without you.
● Overcome identity loss, procrastination, and the ＂five-year myth.＂
● Protect your wealth, your employees, and your legacy.

Whether you’re planning to sell, pass the company to family, or simply prepare for the unexpected, this book provides the clarity and confidence to exit on your terms, not by circumstance.

Because the best time to plan your exit isn’t when you’re ready to leave, it’s when you still have time to shape the future.

Ed Barone joined the Evergreen Wealth Solutions team in 2018, bringing over two decades of experience in holistic wealth management. He currently leads the Evergreen Exits division. Ed is a Certified Business Exit Consult through the International Exit Planning Association and a Certified Mergers and Acquisitions Advisor through the Alliance of Mergers & Acquisition Advisors. Since 2000, Ed has served as a dedicated wealth manager, specializing in Business Exit Planning for privately held businesses and Institutional Asset Management since 2012. His commitment to excellence was recognized in 2023 when he received the ＂Excellence in Exit Planning Award＂ from the International Exit Planning Association, where he also serves as a valued member of their Leadership Council.
Editor at The Skinny