Exit Planner

Emily Stubbs of Visibility CFO shares how two failed partnerships and buying a cleaning company shaped her firm’s mission: helping founders under $40M sell with confidence.

Tina Dao, founder of Liberated Leaders, shares lessons from Navy service, Fitbit, Walmart, and a seven-year reinvention to help privately owned businesses scale, compete, and exit on their terms.

Ross Joel of Exit Clarity shares 30 years building BroadcastMed, four failed sale attempts, a closing-day collapse, and the platform he built so others don't repeat his mistakes.

Greg Waller shares how a bankruptcy at 26 and a PhD from Purdue shaped his unique approach to valuing and selling middle market companies at Cornerstone Valuation.