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Maximizing Your Business Exit: Retirement Planning for Small Business Owners
Manage episode 421124791 series 3562538
Innehåll tillhandahållet av Deb Meyer. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Deb Meyer eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Unlock the secrets to a seamless business exit strategy that secures your financial future, as we journey through the pivotal steps of detaching from a business you've nurtured.
With my expertise in tax compliance and succession planning, alongside insights from the Exit Planning Institute, this episode arms you with the essential knowledge to gracefully navigate the intersection of retirement and the sale of your small business. From the emotional complexities tied to parting with your enterprise to actionable tactics for aligning your fiscal ambitions with the realities of the market, I've got you covered.
Prepare to empower yourself with a skill set designed to mitigate tax repercussions and enhance quality of life, while also understanding the critical role of a valued advisor in steering your strategy. Whether you're close to retirement or seeking to align your business with your family's financial dreams, this discussion is tailored to help you step confidently into your next chapter with a team of experts guiding the way.
Episode Highlights
(07:31 - 09:07) Building a Team for Business Success
(13:11 - 14:20) Life After Exit
(15:57 - 17:51) Maximizing Sale Proceeds Through Financial Planning
(21:22 - 22:24) Roles in Exit Planning Team
(25:14 - 26:36) Financial Planning for Business Exit
Resources
Email deeper dive questions to podcast@worthynest.com
Walking to Destiny by Chris Snider
Traction by Gino Wickman
Family Business Consulting Group
Connect with Deb Meyer
26 episoder
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