Ep #093: 7 Essential Questions to Answer Before Exiting Your Business
Release Date: 06/12/2024
Ep #118: 401(k) for Business Owners Explained: Traditional vs Safe Harbor, Contribution Limits, and Common Myths
Business Exit Success
WANT MORE BUSINESS PLANNING TIPS? Subscribe to the As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Are you ready to sell your business and retire? Get your free assessment: Are you a business owner looking to build wealth and lower your tax bill? In this episode, we break down everything you need to know about setting up a 401(k) retirement plan for small businesses — including how to choose between a Traditional 401(k) and Safe Harbor 401(k). You’ll learn how to leverage the 2025...
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Ep #117: Selling Your HVAC Business? Buyers Want These 4 Things to Pay Top Dollar
Business Exit Success
Are you ready to sell your business and retire? Get your free assessment: Get the Free Exit & Succession Guide: Thinking about selling your HVAC business? Here are the 4 things buyers are looking for before they'll pay top dollar. Most owners leave hundreds of thousands of dollars on the table simply because they don’t know what buyers are really looking for. In this video, I’ll break down the 4 proven strategies that can help you sell your HVAC company for maximum profit and avoid the mistakes that destroy deals. You’ll learn: Why "getting out of the van" can double your sale...
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Ep #116: Five Changes Business Owners Wish They Made At Age 60
Business Exit Success
Are you ready to sell your business and retire? Get your free assessment: Get the Free Exit & Succession Guide: -------------------- If you’re a business owner in your 50s or 60s thinking about selling your company, this is for you. After working with tons of business owners as a Certified Financial Planner and Exit Planning Advisor, I’ve seen a pattern. People hit retirement and suddenly wish they had made a few key moves way earlier. Today I’m sharing the top 5 things business owners consistently tell me they wish they’d done at 60, so you don’t make the same mistakes....
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Ep #115: Sell Your Business and Retire if You Answer YES to These 7 Questions
Business Exit Success
Get the Free Exit & Succession Guide: Are you ready to sell your business and retire? Get your free assessment: ---------------- A lot of business owners dream about selling their business and retiring, but not everyone is truly ready. In this video, I’ll walk you through 7 critical questions to determine if you’re prepared for a smooth and profitable exit. If you can confidently say YES to all of these, you’re on the right track. If not, don’t worry, I’ll provide actionable insights on what you can do next! --------------- Are you ready to sell your business and retire? Get...
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Ep #114: Business Owner Retired at 60 with $850k and Regretted It. Here's Why.
Business Exit Success
Get the Free Exit & Succession Guide: Are you ready to sell your business and retire? Get your free assessment: ------------------- Mark sold his business at 60 and walked away with $850,000. A year later, he was filled with regret. Why? Because like many business owners, he didn’t plan beyond the sale. In this episode, I walk you through the four major pitfalls that caused Mark's retirement to unravel and how you can avoid the same costly mistakes. Whether you're planning to exit in one year or five, understanding these critical areas could save you from a million-dollar...
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Ep #113: Why Business Owners Go Broke After Selling (5 Exit Planning Mistakes)
Business Exit Success
Many business owners go broke after selling because they underestimate taxes, overspend without a plan, and fail to invest wisely leading to financial regret and instability. In this episode, we break down the five biggest exit planning mistakes and reveal strategies to protect and grow your wealth after selling your business. Take the first step by getting your Free Readiness Assessment. 👉 ----- WANT MORE BUSINESS PLANNING TIPS? Subscribe to the As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or...
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Ep #112: Exit Planning Masterclass: How to Unlock the Wealth In Your Business (Strategic Planning for Business Owners)
Business Exit Success
WANT MORE BUSINESS PLANNING TIPS? Subscribe to the As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession." Selling your business is one of the most significant decisions you'll make as a business owner, whether you’re retiring, transitioning to new leadership, or planning to sell your business. Listen in and learn: The three components of your exit readiness Essential steps to prepare your business for sale Strategies to maximize the financial and personal benefits of your exit ...
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Ep #111: Unlocking The Freedom Point: How to Exit Your Business and Achieve Financial Independence
Business Exit Success
Take the first step by getting your Free Readiness Assessment. 👉 WANT MORE BUSINESS PLANNING TIPS? Subscribe to the As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."
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Ep #110: 6 Reasons To Retire As Soon As Possible
Business Exit Success
What if working longer is costing you more than you realize? In this video, I reveal 6 compelling reasons to retire sooner rather than later, including the impact on your health, the value of your time, and the relationships that truly matter. The Value of Time: Why time is our most precious resource and why delaying retirement could cost you. Health Benefits: How retiring can significantly reduce stress and improve your quality of life. Limited Best Years: Understanding the difference between lifespan and health span, and why your healthiest years might be right now. Strengthening...
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Ep #109: 401K Loans: The Pros, Cons, And Major Risks To Avoid
Business Exit Success
Listen in as I break down the critical details of 401k loans—the pros, cons, and major risks you need to be aware of before borrowing from your retirement savings. We discuss how a 401k loan works, the ease of accessing funds, and the potential advantages like no credit checks and quick approval. However, we also explore the often-overlooked dangers, including missed investment growth, double taxation, and the significant risk of repayment penalties if you change jobs or can't pay back the loan in time. Whether you're in a financial emergency or considering a major purchase, this video...
info_outlineIn this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us as we explore 7 essential questions that will help you strategically plan your transition and achieve a successful exit. Whether you're looking to retire within the next five years or just starting to think about your future plans, this episode is for you.
By addressing these seven questions, you'll be better prepared to make informed decisions and set yourself up for long-term success. Tune in to learn how to align your personal, financial, and business goals for a seamless and rewarding exit.
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We help business owners:
→ Assess their level of readiness to exit from a financial, tax, and legal perspective
→ Craft a wealth plan to exit comfortably and with confidence
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
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