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.
How to maximize retirement savings in a 401k plan and the common misconceptions that prevent owners from setting one up.
Maximizing Your Retirement Savings as a Solo Business Owner: A Comprehensive Guide to Choosing Between SEP IRA and Solo 401k Plans
Learn how to prepare yourself and your business to take advantage of a recession economy.
Master the Market: Avoid emotional investment decisions, capitalize on downturns, and learn strategies to safeguard your life savings.
Less than 20% of businesses that go to market will sell. Listen in as I discuss the most common business readiness issues and how to fix them.