Small Business Working Session: Exit Planning Starts Long Before the Exit

Issue SessionFree
DateSeptember 2, 2026
Time5:00 PM to 7:15 PM ET
HostJay Nelson

Owner/Coach · TradeWins

Co-hostIsaiah Merriman

Financial Advisor · Edward Jones - Isaiah Merriman, CEPA®

Summary

Exit planning isn't a last-minute event - it's a discipline that shapes better business decisions today.

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Exit planning isn't a last-minute event - it's a discipline that shapes better business decisions today.

About this event

This session reframes exit planning as an ongoing business discipline rather than a someday event. Attendees submit real issues, vote on which to work through, and the group works one live issue via Desired Outcome to Current Reality to Root Cause to Options to Next Action.
Flyer for Small Business Working Session: Exit Planning Starts Long Before the Exit
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