Posts tagged business exit strategy
Episode 16 - Maximizing Your Business Exit: Retirement Planning for Small Business Owners
Episode 16 - 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 your quality of life, while also understanding the critical role of a value 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.

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Deb MeyerWorthyNest LLCfamily finance, beyond budgets, business exit strategy, financial future, tax compliance, succession planning, Exit Planning Institute, retirement, small business, market, value advisor, tax repercussions, post-exit life quality, pizza franchise, financial intricacies, lifestyle transitions, tax implications, charitable giving, wealth manager, financial planner, exit planning teamComment