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How to Make a Profitable Exit with Marc Ruiz of Oak Partners
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Do business owners retire? They can when they build to sell!
In this episode, we’re on-location! Nicole meets with three special guests to talk about how to buy or sell a business, profitably.
Meet Marc Ruiz, wealth advisor and partner at financial planning firm Oak Partners, Scott Steinwart, the first VP and regional chief sales officer for a large Midwestern bank, First Merchants Bank, and Terry McMahon, CPA with McMahon & Associates who has almost 50 years of experience in valuations, buy-sell agreements, marital dissolution, and estate planning.
Today, they share stories to highlight their best practices for planning, what the bank is looking at during an acquisition, and how having a “football team” of professionals makes all the difference.
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Visit: Oak Partners
Visit: McMahon & Associates
Visit: Scott Steinwart LinkedIn
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**The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
Nicole Schmied with SmartCookie Media, Marc Ruiz with Oak Partners, Terry McMahon with McMahon & Associates, and Scott Steinwart with First Merchant's Bank are separate and unaffiliated entities from LPL Financial.**
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