I Talked to a CEO Who Transforms How Owners Leave Their Companies
Most financial advisors think exit planning is about valuation, taxes, and deal structure. That’s why they miss it. Because the real work starts long before any transaction—and it has very little to do with numbers.
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Most financial advisors think exit planning is about valuation, taxes, and deal structure.
That’s why they miss it. Because the real work starts long before any transaction—and it has very little to do with numbers.
In this episode of Vaulted Views, I sit down with Andrea Steinbrenner, CEO of Exit Consulting Group, to break down what actually drives successful business exits… and where advisors have the biggest opportunity to step in.
Here’s the reality:
👉 Business owners don’t just exit a company
👉 They exit an identity
And if you’re not having that conversation early, you’re already behind.
What This Means for Advisors
If you work with business owners, this isn’t optional.
Exit planning sits at the intersection of:
client trust
long-term planning
and some of the largest liquidity events your clients will ever experience
The advisors who lean into this don’t just retain assets.
They deepen relationships.
They expand their role.
And they separate themselves from everyone else managing portfolios.
A Simple Framework You Can Use Immediately
Andrea shares four questions every advisor should be asking their clients:
How’s your heart?
How’s your head?
How’s your body?
How’s your spirit?
If your client can’t answer those…they’re not ready—no matter what the numbers say.
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I can’t but help that deep down I am and always will be a financial advisor. From time to time I plan on sharing financial strategies and concepts that I feel will be valuable to our subscribers.
I have learned a lot over the years about the financial services industry. Financial advisors are small business owners balancing two roles, first being a financial advisor to their clients and second being a responsible business owner for their family, staff and their community. I plan on sharing financial industry content and my experiences to this select group of subscribers here.
We all have vices. Mine are fine whiskeys, cigars and thoroughbred horseracing. So if you are in to that, I will share what I'm up to recently to relax and enjoy my time away from the hustle.
Thank you for being a part of this journey. Together, we’ll unlock the secrets to success in money, business, and life.
Warm regards,
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Let’s Start the Conversation
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Ray frequently speaks on leadership, innovation, and the evolution of wealth management.
For Financial Advisors
If you’re interested in collaboration, partnerships, or joining the Quotient ecosystem, start by joining the Quotient Advisor Community — it’s where ideas turn into action.
For Investors
If you’d like to connect with a wealth advisor from Lucia Capital Group or Quotient Advisor Partners to explore your financial plan, we’ll connect you with the right team.
For Media & Speaking Inquiries
Interviews • Events • Podcast Collaborations
Ray frequently speaks on leadership, innovation, and the evolution of wealth management.