Read the 5-minute summary for this episode and many others at owl.ceo. The OWL (Owner Wisdom Library) turns insights from more than 1,200 Exit Coach Radio interviews into short, practical lessons for business owners on growth, leadership, operations, and exit planning.

What does exit planning look like through the eyes of a CFO, and how can business owners know whether they are truly ready?

In this episode of Exit Coach Radio, Bill Black talks with Jim Doty of Doty Consulting about exit planning readiness from a CFO’s perspective. Drawing on real client situations, Jim shares practical insights into the financial, operational, and leadership issues that can affect a company’s ability to prepare for a successful transition.

This conversation highlights the role a CFO can play in helping owners understand the true state of their business, identify risks, improve financial visibility, and prepare for the demands of a future sale or ownership transition. Jim discusses the kinds of readiness gaps that often appear beneath the surface and why early planning can help owners improve value, reduce surprises, and make better strategic decisions.

This episode is especially valuable for business owners, CEOs, and leadership teams who want to strengthen the financial side of their company before pursuing succession, exit planning, or a sale. It also offers useful perspective for companies that may be growing well operationally but have not yet fully aligned their financial systems, reporting, and decision-making with long-term transition goals.

Topics include:

exit planning readiness
CFO perspective on business transition
financial visibility and reporting
risk assessment
succession and sale preparation

Listen for more conversations on leadership, growth, succession, and exit planning through Exit Coach Radio.

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OWL 704 Exit Planning Readiness from a CFO’s Perspective