pod.link/1621380734
pod.link copied!
Business Exit Success
Business Exit Success
Tom Poltersdorf Jr.

A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small... more

Listen now on

Apple Podcasts
Spotify
Google Podcasts
Overcast
Podcast Addict
Pocket Casts
Castbox
Stitcher
Podbean
iHeartRadio
Player FM
Podcast Republic
Castro
RadioPublic
RSS

Episodes

Ep #096: Balancing ROI and ROL: Ensuring a Fulfilling Life After Business Exit

In this episode, I dive into investing in life beyond financial gains emphasizing the importance of Return on Life (ROL)... more

03 Jul 2024 · 5 minutes
Ep #095: Navigating CEO Transitions: Strategies for New CEOs and Exiting Founders with Matt Sharrers

In this episode, we delve into the world of leadership transitions with Matt Sharrers, an expert in CEO succession and... more

26 Jun 2024 · 38 minutes
Ep #094: Exit Planning For Business Partners: Why Business Partners Need to Plan for Exit and How to Get Started

In this episode, we tackle the crucial topic of exit planning for business partners. With more than half of privately... more

19 Jun 2024 · 6 minutes
Ep #093: 7 Essential Questions to Answer Before Exiting Your Business

In this episode, we dive into the crucial considerations every business owner must address before exiting their business. Join us... more

12 Jun 2024 · 6 minutes
Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust

In this episode, we dive into the benefits of using a Charitable Remainder Trust (CRT) to maximize the proceeds from... more

05 Jun 2024 · 8 minutes
Ep #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF®

In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the... more

29 May 2024 · 37 minutes
Ep #090: 10 Critical Areas Impacted By Your Business Exit

In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of... more

22 May 2024 · 8 minutes
Ep #089: Overcoming the Top 5 Barriers to a Successful Business Exit

In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies... more

15 May 2024 · 11 minutes
Ep #088: Mastering the Deal of a Business Exit: Insights from M&A Attorney Alex Prasad

In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects... more

08 May 2024 · 45 minutes
Ep #087: 7 Tax-Saving Strategies for Business Owners Selling Their Company

In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore... more

01 May 2024 · 11 minutes
Business Exit Success
Ep #096: Balancing ROI and ROL: Ensuring a Fulfilling Life After Business Exit
Business Exit Success