facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Ep #082: Planning With the End in Mind: How I Explain It To Business Owners Thumbnail

Ep #082: Planning With the End in Mind: How I Explain It To Business Owners

In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business owners contemplating succession, selling their business, or transitioning into retirement. By using a mountain climbing analogy, we explore the dual objectives of reaching the summit (accumulation phase) and safely descending (distribution phase), highlighting the importance of preparing for both stages of your financial journey.

Discover the significance of planning ahead with a clear end game in mind, the value of diversification beyond the business, and the valuable role of professional guidance in navigating the complexities of financial planning. 

Listen to the podcast:


If you enjoy the Business Exit Success podcast subscribe below:

Apple Podcasts  Spotify  Amazon Music


Subscribe to the Business Exit Success Newsletter.

As a thank you, you'll receive a copy of The Freedom Point: A Financial Planning Guide for Business Owners.

👉 Click here to subscribe and grab your free guide.

watch on youtube: