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Ep #071: Beyond Your Exit: Planning for Life After Succession

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Manage episode 407119226 series 3557963
Content provided by Tom Poltersdorf Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Poltersdorf Jr. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you a business owner thinking about succession and retirement? Discover essential insights in 'Beyond Your Exit: Planning for Life After Succession.' This episode dives into three key areas of strategic planning that are critical for securing your legacy and thriving after you step down from your business.

  1. Understanding Your Current Financial Situation: Learn how to evaluate your assets, liabilities, income, and expenses to make informed decisions for your post-business life.
  2. Valuing Your Business: Get insights on how to assess your business's worth, the implications of selling, and strategies to enhance its value for a successful retirement.
  3. Life Beyond Your Exit: Explore ways to find purpose and fulfillment after exiting your business, from pursuing passions to planning a meaningful retirement.

Don't let the complexities of business succession overwhelm you.

-----

We help business owners:

→ Understand the complexity of navigating a business transition

→ Assess their level of preparedness from a financial, tax, and legal perspective

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

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.

  continue reading

98 episodes

Artwork
iconShare
 
Manage episode 407119226 series 3557963
Content provided by Tom Poltersdorf Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Poltersdorf Jr. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you a business owner thinking about succession and retirement? Discover essential insights in 'Beyond Your Exit: Planning for Life After Succession.' This episode dives into three key areas of strategic planning that are critical for securing your legacy and thriving after you step down from your business.

  1. Understanding Your Current Financial Situation: Learn how to evaluate your assets, liabilities, income, and expenses to make informed decisions for your post-business life.
  2. Valuing Your Business: Get insights on how to assess your business's worth, the implications of selling, and strategies to enhance its value for a successful retirement.
  3. Life Beyond Your Exit: Explore ways to find purpose and fulfillment after exiting your business, from pursuing passions to planning a meaningful retirement.

Don't let the complexities of business succession overwhelm you.

-----

We help business owners:

→ Understand the complexity of navigating a business transition

→ Assess their level of preparedness from a financial, tax, and legal perspective

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

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.

  continue reading

98 episodes

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