Business Exit Success

著者: Tom Poltersdorf Jr.
  • サマリー

  • A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successfully exit your business on your terms. Tune in weekly for new episodes to gain the knowledge and actionable steps to help you map out your successful business exit strategy.
    続きを読む 一部表示

あらすじ・解説

A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successfully exit your business on your terms. Tune in weekly for new episodes to gain the knowledge and actionable steps to help you map out your successful business exit strategy.
エピソード
  • Ep #112: Exit Planning Masterclass: How to Unlock the Wealth In Your Business (Strategic Planning for Business Owners)
    2025/01/30

    Selling your business is one of the most significant decisions you'll make as a business owner, whether you’re retiring, transitioning to new leadership, or planning to sell your business.

    Listen in and learn:

    • The three components of your exit readiness

    • Essential steps to prepare your business for sale

    • Strategies to maximize the financial and personal benefits of your exit

    -----

    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.

    続きを読む 一部表示
    28 分
  • Ep #111: Unlocking The Freedom Point: How to Exit Your Business and Achieve Financial Independence
    2025/01/24

    Take the first step by getting your Free Readiness Assessment.

    👉 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.

    続きを読む 一部表示
    7 分
  • Ep #110: 6 Reasons To Retire As Soon As Possible
    2024/10/09

    What if working longer is costing you more than you realize? In this video, I reveal 6 compelling reasons to retire sooner rather than later, including the impact on your health, the value of your time, and the relationships that truly matter.

    Watch the YouTube Version

    The Value of Time: Why time is our most precious resource and why delaying retirement could cost you.

    Health Benefits: How retiring can significantly reduce stress and improve your quality of life.

    Limited Best Years: Understanding the difference between lifespan and health span, and why your healthiest years might be right now.

    Strengthening Relationships: How retirement allows you to invest in meaningful connections with family and friends.

    Breaking Free from Work Identity: Avoiding the trap of defining yourself solely through your career.

    Your Financial Readiness: Why you may be in a stronger financial position than you think to retire comfortably.

    If you're considering retirement, this video will help you weigh the benefits and understand the true cost of continuing to work when you're already ready to step back.

    Resources:

    Expenses In Retirement Chart

    Time Spent With Children Chart

    -----

    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.

    続きを読む 一部表示
    10 分
activate_buybox_copy_target_t1

Business Exit Successに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。