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Ep #096: Balancing ROI and ROL: Ensuring a Fulfilling Life After Business Exit

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Manage episode 426907621 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.

In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL) versus Return on Investment (ROI), sharing personal experiences and practical strategies for business owners planning to exit within the next five years. Discover how to balance financial success with a fulfilling life, ensuring a smooth and satisfying transition out of your business.

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We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

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WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

  continue reading

104 episodes

Artwork
iconShare
 
Manage episode 426907621 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.

In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL) versus Return on Investment (ROI), sharing personal experiences and practical strategies for business owners planning to exit within the next five years. Discover how to balance financial success with a fulfilling life, ensuring a smooth and satisfying transition out of your business.

-----

We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

  continue reading

104 episodes

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