How to set your business and your estate up for success in the unlikely and unfortunate event that you pass away unexpectedly.

The biggest mistakes business owners make when trying to replace themselves and five strategies you can use to identify innovative candidates when hiring.

What you need to do to ensure you don’t get penalized by the IRS.

Three questions to ask yourself to ensure your values are aligned with your exit strategy and long-term plans.

How to know when you're ready to transition out of your business.

The various business exit options available to business owners who are hoping to transition and the pros and cons of each of these options.

How to ensure your business is set up for the future.

How to effectively plan for the 5 Ds and what could happen to your business if you do not.

Which accounts to pull income from to support your lifestyle in retirement while also being tax efficient—and without running out of money.

The basics of saving and investing so you can rely on having stability in your financial future.

What you need to know about your personal wealth gap so that you can reach the retirement and business exit success that you’ve been preparing for.

Tom will be breaking down the top four types of concentration risks that he sees and will explain how you can reduce your risk moving forward.