Fall With Style: Why Exit Planning Is Never a Binary Call
In this episode of the SMB Playbook, Spencer sits down with Edward Jones financial advisor Dave Owen for a conversation that starts with firm core values and quickly turns into a full “David-to-Dave” origin story—complete with alternative high school, a mission, military service, IT work, and a pivot into advising. Dave breaks down exit planning as a three-legged stool (business, financial, and personal) and explains why treating a sale as a binary on/off switch is a recipe for the 70% of owners who regret the deal within a year. The pair also cover proactive “wellness” planning versus…
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