Business & Exit Planning Simplified

The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a renewed sense of purpose.

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Avsnitt(27)

Business Exit Mastery Part 2: Avoid Pitfalls and Maximize Value with David Barnett

Thinking of selling your business as part of your retirement plan? Don’t list it like a house and hope for the best.In this episode, David Barnett is back on the show. He's a business consultant, auth...

30 Juni 202522min

Business Exit Mastery Part 1: Avoid Pitfalls and Maximize Value with David Barnett

In this episode, Joe is joined by David Barnett, a seasoned expert in buying and selling small businesses. If you’re thinking about selling your business—now or in the future—this one’s for you.David ...

30 Juni 202522min