The Exit Plan Most Business Owners Don't Have

Most business owners pour everything into building their business, but far fewer have a plan for leaving it. In this episode of Master Your Money and Mindset, Elizabeth sits down with Jeremy Hus, Vice-President of Financial Planning with Barnum Financial Group, to unpack the real cost of waiting too long to think about succession and exit planning. From selling to a third party or a family member, to employee ownership arrangements and planned wind-downs, they cover the full range of exit paths and the financial, tax, and legal fundamentals that determine what you actually walk away with. If you own a business and don't have an exit plan, this episode is your wake-up call.

Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Marketing Officer with Barnum Financial Group, focuses on the importance of discipline and your mindset and how your attitude towards money influences your financial decisions and actions.

Theme: The Exit Plan Most Business Owners Don't Have

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Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

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