M&a Masters

Navigating a business exit can feel like flying into a storm with no landing strip in sight—especially when millions are on the line and expert advice is scattered. What’s the secret to engineering a “clean exit” that safeguards both your wealth and your legacy?In this episode, Joe LoPresti, Founder of Arlington Wealth Management, reveals the game-changing strategies behind holistic wealth management for business owners on the cusp of a major business sale—and why the fractional family office approach is rewriting the rules for lower middle market entrepreneurs.You’ll discover…Why most business owner advisors work in silos—and how this creates dangerous planning gaps you might not see coming.The #1 mistake founders make when exiting their business, and how proactive planning turns risk into opportunity.A behind-the-scenes look at “fractional family offices,” and how they unite specialists for life-changing results.The overlooked power of sell-side advisory and new insurance tools that can protect—and even boo