A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small... more
In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL)... more
In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and... more
In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately... more
In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us... more
In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from... more
In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the... more
In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of... more
In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies... more
In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects... more
In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore... more