Navigating a Business Transition: The 7 Pillars That Drive Smart Decisions

By Michael Jarvie, CPA, CFP, SVP Business Development 

A practice or business transition is one of the most important and personal decisions you’ll make as a business owner. Many are forced to evaluate offers based on a single number, without fully understanding what drives long-term value or how a deal truly aligns with their goals.  

To navigate the complexity, it’s essential to have a framework that brings structure and perspective to the process. The 7 Pillars were built to do exactly that.  

In this episode of The Advisor’s Table, Michael and Brian sit down with Founding Partner of 7 Pillars, Brett Pierce, to explore each pillar and show why understanding them might be one of the most important things a business owner can do.   

 

Listen to the Full Episode Here:  

Tune in to previous episodes of The Advisor’s Table HERE.

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