The Prosperity Report - A Look At Exit Strategies For The Business Owner With Guest Ben Julianel Prosperity Report podcast

The Prosperity Report - A Look at Exit Strategies for the Business Owner with Guest Ben Julianel

2y ago 42:16

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Exit Strategies for the Business Owner with Guest Ben Julianel

Today we’re looking at exit strategies for business owners. Your business is not simply what you do with your time and talent, it’s a sizable asset.

We’re going to help you think about what’s next for both your business and yourself, even if you never plan on retiring.

A successful exit or transfer of a business has 4 stages:

First, assemble your team of professionals to help with the process
Evaluate and improve your financials
Consider types of buyers - insiders, third parties, or employee ownership
Structuring the deal - how and when the transfer of value takes place

Free Exit Preparedness Assessment

In just 5 minutes our 18-point evaluation helps you assess your future readiness to exit, sell or transfer your company. Find it here: https://fdpwm.com/site/our-clients/exit-strategies/

About the FDP Prosperity Report

Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.

GET THE BOOK

For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" visit our website

NOTE:

This information is provided as a financial planning tool/solution to business owners and is designed to offer valuable education and insight to the myriad decisions that should be considered when planning to exit a closely held business. FDP does not participate in the actual sale of private businesses.

8 episodes