Show notes
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, an...

