In this episode of Poised for Exit, we sit down with Michael Winn, Co-Founder and Partner at Chartered Wealth Partners in Beverly Hills, to discuss why many business exits fail and how outcomes are often determined long before a deal is signed.
Michael explains how missed tax strategy, poor advisor sequencing, and a lack of owner readiness can undermine exit results, even when transactions close successfully. He shares how early, intentional planning, particularly around tax, estate, and entity structure, can significantly improve exit outcomes.
The conversation also explores the importance of assembling the right advisory team at the right time, with Michael outlining his role as an exit “quarterback” who helps guide owners through the process. In addition, he addresses the human side of exits, including identity, fulfillment, and preparing for life after the sale.
Throughout the episode, Michael emphasizes that successful exits require more than a transaction and are built on a strategy developed well in advance.
Connect with Michael Winn here
Learn more about Chartered Wealth Partners here
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor
