Ep #041: Know the Game You're Playing: Insight into Private Equity
Listen in as we discuss how to avoid the mistakes and traps business owners can face when selling to private equity.
Listen in as we discuss how to avoid the mistakes and traps business owners can face when selling to private equity.
Optimize your finances with a collaborative team led by a financial planner so you can integrate your personal, business, and wealth management needs.
Business owners are constantly approached with new investment opportunities. Learn why a disciplined approach to investing is essential for long-term success.
Many business owners depend on the sale of their business to be their ticket to retirement. Learn how to achieve a successful transition into your next chapter.
Implementing exit planning and succession planning strategies can enhance the value of your business. Learn the key differences for a profitable business exit.
Learn what to do and what not to do on an initial phone call with an acquirer interested in buying your business.
Learn best practices and what to expect from the due diligence process when selling your business.
Listen in as we discuss the importance of exit planning for business owners at all stages and how to regain your freedom with effective strategies.
Secure your business sale proceeds with a pre-sale exit plan. Protect your hard-earned assets and learn how to safeguard your legacy.
Listen in as we discuss the three retirement income buckets, how they are taxed, and why accumulating assets in each will reduce your risk.
What happens if an acquirer wants to buy your business and you're not ready? Learn six reasons why you should plan your exit strategy today.
Learn the many benefits of using a Roth IRA and how to accumulate future tax-free wealth.