This podcast features a diagnostic assessment designed to help entrepreneurs determine if they should divest from or retain their companies. This self-test evaluates critical areas such as financial preparedness, organizational autonomy, and the owner’s personal wellness and future goals. By assigning numerical values to specific operational and psychological indicators, the tool identifies potential exit readiness or the need for further internal development. Results are intended to be interpreted by a Certified Exit Planning Advisor to ensure a strategic and profitable transition. Ultimately, the resource serves as a foundational guide for business succession planning and long-term financial security.
Michael Shea represents the TampaFlorida Transworld office. In business since 2005, he has established a reputation as a trusted business broker across Florida’s key markets-from Tampa to Orlando, Melbourne, and more. Over the past two decades, Michael and his team have closed over $1 Billion in sold business volume and presided over more than 450 transactions. His credentials include the IBBACertified Business Intermediary®, and most recently, the prestigious Certified Exit Planning Advisor® (CEPA) credential.