Poised for Exit
Poised for Exit
Julie Keyes
What Exit Advisors Need to Know About Estate Planning
35 minutes Posted Aug 6, 2026 at 10:00 am.
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In this episode of Poised for Exit, Kari Voorhees, founder and president of Voorhees Law Group, estate planning attorney, and fellow CEPA, explains why estate planning must be integrated into the broader exit planning process. Kari shares how her father’s brain cancer diagnosis led him to sell his successful trucking company in a panic, without a valuation or a qualified advisory team, and how the poorly structured transaction left him facing significant legal and financial consequences. Kari...