DWT Wealth

DWT Senior Advisor Dave Archer hit the greens this week at the Richfield Chamber of Commerce Golf Outing and Drive Like a Pro event.

All proceeds support scholarships for Revere students, making it even more rewarding to spend the day connecting with the community while investing in its future!

Thinking about selling your business someday? It might be worth starting the conversation sooner than you think.

Exit planning is often pushed to the back burner, but that can mean leaving valuable opportunities on the table.

The truth is, your exit isn’t just a transaction—it’s one of your biggest financial moments.

In our latest post, we share ways to maximize your business’s value before you sell, including:

✅ Why buyers pay more for owner-independent businesses
✅ How clean financials can boost valuation
✅ The hidden risk of customer concentration
✅ What makes a company market-ready
✅ Why your post-sale plan matters just as much as the deal

The biggest insight? The most successful exits are planned years in advance, not months.

Read the full article:

Exit Planning for Business Owners: How to Maximize Value Before Selling A successful business exit doesn’t happen at the last minute—it’s built through years of intentional planning. Learn how to increase your company’s value, reduce risk, and position yourself for a stronger sale by improving financials, building a scalable operation, and aligning your exit wit...

We’re heading to Indiana next month for an interactive strategy session focused on planning what’s next for your business. Join us in the Greater Indianapolis Area at Sun King Brewery—whether you’re considering an exit in the near future or just starting to think ahead.

We’ll walk through key steps to help you maximize value, avoid common pitfalls, and feel more confident about your long-term plan, with insights from experienced M&A professionals and opportunities for questions in a relaxed setting.

When: June 25 at 2:00 PM
Where: Sun King Brewery in Carmel, IN

If you're in the Indianapolis area and would like to join, RSVP to [email protected] or 330-564-1700—we’d love to see you there!