Beyond Budgets Podcast30 Touko 2024

Maximizing Your Business Exit: Retirement Planning for Small Business Owners

Unlock the secrets to a seamless business exit strategy that secures your financial future, as we journey through the pivotal steps of detaching from a business you've nurtured.

With my expertise in tax compliance and succession planning, alongside insights from the Exit Planning Institute, this episode arms you with the essential knowledge to gracefully navigate the intersection of retirement and the sale of your small business. From the emotional complexities tied to parting with your enterprise to actionable tactics for aligning your fiscal ambitions with the realities of the market, I've got you covered.

Prepare to empower yourself with a skill set designed to mitigate tax repercussions and enhance quality of life, while also understanding the critical role of a valued advisor in steering your strategy. Whether you're close to retirement or seeking to align your business with your family's financial dreams, this discussion is tailored to help you step confidently into your next chapter with a team of experts guiding the way.

Episode Highlights

(07:31 - 09:07) Building a Team for Business Success

(13:11 - 14:20) Life After Exit

(15:57 - 17:51) Maximizing Sale Proceeds Through Financial Planning

(21:22 - 22:24) Roles in Exit Planning Team

(25:14 - 26:36) Financial Planning for Business Exit

Resources

Exit Planning Institute

CEPA

Email deeper dive questions to podcast@worthynest.com

Walking to Destiny by Chris Snider

Traction by Gino Wickman

Family Business Consulting Group

Connect with Deb Meyer

Website

Schedule a free consult

Download the FREE Starter Guide

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