Making Cents of It All · 2026-05-06 · 40 min
Making Cents of It All with Jesse Stakes welcomes Jeffrey Condren, CFP®, Senior Vice President at Mesirow Wealth Advisors , for a powerful, insight‑packed conversation on one of the most misunderstood financial milestones a business owner will ever face: the exit . Drawing from years of advising founders, entrepreneurs, and multi‑generation business owners, Jeffrey breaks down the real drivers of a successful sale - the operational, financial, emotional, and personal factors that determine whether an exit becomes a wealth‑building event or a missed opportunity. What We Cover in This Episode 1. Setting the Stage: When Owners Should Start Thinking About an Exit Jeffrey explains the earliest signals that it’s time to prepare, the mindset shifts that separate successful sellers from those who struggle, and why the emotional side of letting go often catches founders off guard. 2. Preparing the Business for Sale We dig into the operational and financial blind spots owners commonly discover, the ideal preparation timeline, and the metrics buyers scrutinize most. Jeffrey also highlights why leadership succession planning is one of the most underrated value drivers. 3.
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