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Index/Marketing/Growth + Exit
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Getting to Exit: Planning by the Book

Growth + Exit · 2026-08-05 · 52 min

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Episode notes

David Reid is the Founder of Plan B Gurus, a consulting firm that helps business owners strengthen operations, build value, and prepare for successful exits. A seasoned CEO, board advisor, and the author of Getting to Exit , he spent decades scaling Epic Information Solutions from a small technology company to a 100-plus-person enterprise before guiding its strategic sale. David advises owners and leadership teams on exit planning, valuation, disciplined execution, scalable systems, leadership alignment, due diligence, and life after ownership. In this episode… Preparing for a successful exit begins long before a buyer enters the picture. It takes years of deliberate decisions about growth, operations, valuation, and the owner's life beyond the company. So how can business owners prepare early enough to leave on their own terms? The answer is to plan backward from the desired outcome. Exit planning expert David Reid maintains that owners should define their financial goals, understand how buyers value the business, and identify the right type of acquirer well in advance.

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