“Exit readiness” is one of the most widely used and least examined concepts in advisory work.

For many clients, readiness is assumed based on growth, revenue, or market visibility. For many advisors, it’s assessed through checklists, timelines, and surface-level indicators.

But when an actual exit opportunity emerges, a different reality surfaces: the business isn’t transferable, the value doesn’t hold, or the structure breaks under diligence.

Join us for our first candid conversation led by Chad Tourin, Daily Drip Community Partner and Founder of KINNECT Financial, featuring Daily Drip Thought Leaders Karen Ross of Palermo, Landsman, & Ross, PA and Ciara Gravier of The Bunker Insurance and Risk Management, joined by special guest, Lori McLane of Align Business Advisory Services.

This is not a conversation about how to prepare for an exit— but about effectively diagnosing whether one is actually possible.

Together, they’ll unpack how readiness gets assumed, where advisory frameworks fall short, and what it actually takes to prepare a business for transition in a way that withstands real-world deal conditions.

Cocktails and light bites will be served.
SPACE IS LIMITED: 25 SEATS AVAILABLE

About this series:

THE ENDGAME is a private, three-part series powered by The Daily Drip, presented by KINNECT Financial, and designed for financial, legal, and strategic advisors who impact how businesses are built, valued, and ultimately transitioned.

This series features curated fireside chats with Daily Drip Thought Leaders and local experts alongside Chad Tourin, licensed CPA, attorney, Certified Financial Planner (CFP), Daily Drip Community Partner, and the founder of KINNECT Financial, a firm designed to KINNECT your financial, tax, and legal strategies to achieve optimal wealth and financial harmony between your personal and business worlds.

Through candid, experience-driven conversations, this series is designed to unpack the realities faced when deals stall, valuations fall short, or transition plans fail under pressure—while also sharpening the guidance you offer for your clients and expanding how you think about your own eventual transition.