Planning Your Exit + Why Customer Loyalty Belongs in the Boardroom

With M&A activity picking up, this episode of ExecutiveEDGE explores how business owners can prepare for a smoother exit and avoid common pitfalls in the sale process. We also break down why customer loyalty has become a board-level growth signal—and how leaders should track it alongside revenue, risk, and performance. Subscribe to ExecutiveEDGE for insights that help you move first and move right.

With interest rates easing and M&A activity gaining momentum, many business owners are revisiting exit plans that once stalled. In this episode of ExecutiveEDGE, we explore how leaders can prepare for a smoother business sale—and why customer loyalty has become a board-level growth signal.

First, David Stahl of Plante Moran Wealth Management shares practical guidance on exit planning, from starting early and assembling the right advisors to managing emotion, confidentiality, and inevitable changes during the sale process.


Then, we break down why customer loyalty is no longer just a sales or marketing KPI, but a key indicator boards should track alongside revenue, risk, and performance—and how executives can translate customer experience into financial outcomes.


In this episode, you’ll learn:
- How to prepare for a successful business exit
- Why early planning matters more than timing the market
- How to manage emotion and complexity during a sale
- Why loyalty is a leading indicator of long-term business health
- How to connect customer signals to board-level metrics

Contributors:

About the Author

Geert De Lombaerde

Geert De Lombaerde

Contributor

A native of Belgium, Geert De Lombaerde joined EndeavorB2B in September 2021 to cover public companies, markets, and economic trends primarily for IndustryWeek, FleetOwner, Oil & Gas Journal, T&D World, and Healthcare Innovation. His work focuses on strategy, leadership, capital spending, and mergers and acquisitions, and he also works with Endeavor Business Intelligence on surveys and data projects.

Geert has been in business journalism since the mid-1990s. With a degree in journalism from the University of Missouri, he began his reporting career at the Business Courier in Cincinnati, initially covering retail and the courts before shifting to banking, insurance, and investing. He later was managing editor and editor of the Nashville Business Journal before being named editor of the Nashville Post in 2008. He led a team that helped grow the Post's online traffic by an average of more than 15% annually before joining Endeavor.

Abby White

Abby White

Vice President, Content Studio

Abby White is a content strategist, newsroom-trained writer, and brand storyteller. As Vice President of EndeavorB2B’s Content Studio, she leads client-driven custom content programs across 90+ brands and the content strategy for topic and role-based newsletters serving executive audiences. An award-winning journalist with a marketer’s mindset, Abby brings 25 years of experience leading editorial, communications, marketing, and audience-building efforts across industries.

Abby launched her first magazine, Abby’s Top 40, in 1988 and made everyone in her family read it. While attending the University of Illinois, she paid her rent as a professional notetaker, which might explain why she still gets asked to take notes in meetings. Since then, she has held editorial leadership roles at an alt weekly, a newspaper, a luxury lifestyle magazine, a business journal, a music magazine, and regional women’s magazines, developing a sharp writing edge and a conversational tone that resonates with professional audiences. 

She expanded into marketing while leading communications for an entertainment industry nonprofit and later drove rebranding and audience-building efforts for an NPR music station. At EndeavorB2B, she has been instrumental in driving editorial excellence, developing scalable content strategies across multiple verticals, and building the foundation for EDGE, the company’s portfolio of executive newsletters. 

And if you’re a writer interested in contributing to ExecutiveEDGE, she’s the person you need to (politely) bug.

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Contributors:
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