For many founders, the focus of an exit centers on valuation, deal structure, and timing. But according to Jeff Condren, CFP®, those factors alone rarely determine whether an exit ultimately succeeds.
In his appearance on the Exit Algorithms podcast, Jeff explored what business owners often overlook as they prepare for liquidity: the planning required before a sale to protect wealth after the deal closes.
In the episode, Jeff discusses why exits should be viewed as multi‑year transitions rather than one‑time events, and how decisions around entity structure, estate planning, gifting strategies, and personal identity can meaningfully impact long‑term outcomes.
Jeffrey Condren
Senior Vice President, Wealth Advisor
Wealth Management
Jeffrey Condren is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.
Jeff joined Mesirow in 2015 and has 20 years in the financial services industry. Throughout his career, he has provided invaluable guidance to a diverse clientele, navigating them through various economic landscapes and market fluctuations.
Jeff was recently ranked by Forbes | SHOOK as a 2026 Best-in-State Top Wealth Advisor and was previously named a 2024 Best-in-State Top Next-Gen Wealth Advisor. He is past President and sustaining member of the Ravinia Associates Board and past Executive Board of Trustees member at Ravinia Music Festival.
Jeff earned a Bachelor of Science in Finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Series 7 and 66 FINRA licenses.