Ep #084: How Asset Protection Can Save Your Business: Essential Strategies
Uncover essential asset protection strategies to safeguard your personal and business assets.
The Exit Planning Podcast for Business
Owners
Ep #083: Early Exit Planning: Why It's Crucial for Business Owners Without an Immediate Plan to Transition
Discover why early exit planning is essential for business owners, even those without immediate plans to transition.
Ep #082: Planning With the End in Mind: How I Explain It To Business Owners
Learn essential planning tips when contemplating business succession, selling your business, or transitioning into retirement.
Ep #081: 4 Essential Questions Every Entrepreneur Must Ask Before Selling Their Business
Discover the four essential questions every entrepreneur must ask themselves before business succession planning and selling their business.
Ep #080: Scaling and Exiting a Family-Owned Business for 8-Figures with Ivan and Mariana Polic
Explore the journey of entrepreneurial success from burnout to an 8-figure exit with expert advice on scaling, succession planning, and life after selling your business
Ep #079: Five Key Strategies to Improve Your Financial Health
Discover actionable steps for establishing a solid financial foundation, optimizing savings through high-yield accounts, prioritizing debt reduction, and strategic reinvestment for business growth.
Ep #078: When Should Retiring Owners Sell Their Business?
Discover the optimal timing and strategies for selling your business as you approach retirement. This guide provides insights into financial planning, valuation challenges, and creating a successful exit strategy to ensure a smooth transition to the next chapter of your life.
Ep #077: Maximizing Philanthropy and Taxes: A Strategic Guide to Donor Advised Funds
Learn how Donor Advised Funds (DAF) can amplify your charitable contributions while optimizing your tax benefits. Discover the strategic approach to making a bigger impact with your donations.
Ep #076: Exit Planning Strategies to Avoid Regret After a Business Sale
Discover how a surprise acquisition offer can spur business owners into strategic action, ensuring a profitable and smooth transition with essential financial, business, and personal planning steps.
Ep #075: Mastering Your Exit: Key Strategies for Business Owners Ready To Sell
Uncover the essential steps to prepare for a smooth transition from your business, focusing on personal, financial, and business readiness for a successful exit strategy.
Ep #074: What Should I Do With The Cash In My Business Account?
Explore effective ways to manage excess cash in your business, from bolstering your emergency fund to strategic investments, ensuring financial stability and growth.
Ep #073: What Are The Tax Implications When Selling a Business?
Discover key insights into managing federal and state tax implications when selling your business, ensuring a smooth transition into retirement. Learn tips to maximize your sale's proceeds effectively.