Business Exit Success

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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

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Episodes

Ep #118: 401(k) for Business Owners Explained: Traditional vs Safe Harbor, Contribution Limits, and Common Myths

WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free... more

01 May 2025 · 14 minutes

Ep #117: Selling Your HVAC Business? Buyers Want These 4 Things to Pay Top Dollar

Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment Get the Free Exit & Succession... more

15 Apr 2025 · 10 minutes

Ep #116: Five Changes Business Owners Wish They Made At Age 60

Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment Get the Free Exit & Succession... more

02 Apr 2025 · 10 minutes

Ep #115: Sell Your Business and Retire if You Answer YES to These 7 Questions

Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook Are you ready to sell your business and retire? Get your free... more

31 Mar 2025 · 11 minutes

Ep #114: Business Owner Retired at 60 with $850k and Regretted It. Here's Why.

Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook Are you ready to sell your business and retire? Get your free... more

28 Mar 2025 · 12 minutes

Ep #113: Why Business Owners Go Broke After Selling (5 Exit Planning Mistakes)

Many business owners go broke after selling because they underestimate taxes, overspend without a plan, and fail to invest wisely... more

06 Feb 2025 · 11 minutes

Ep #112: Exit Planning Masterclass: How to Unlock the Wealth In Your Business (Strategic Planning for Business Owners)

WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Newsletter! As a thank you, you'll receive a copy of my free... more

30 Jan 2025 · 28 minutes

Ep #111: Unlocking The Freedom Point: How to Exit Your Business and Achieve Financial Independence

Take the first step by getting your Free Readiness Assessment. 👉 Get Your Free Readiness Assessment! WANT MORE BUSINESS PLANNING... more

24 Jan 2025 · 6 minutes

Ep #110: 6 Reasons To Retire As Soon As Possible

What if working longer is costing you more than you realize? In this video, I reveal 6 compelling reasons to... more

09 Oct 2024 · 9 minutes

Ep #109: 401K Loans: The Pros, Cons, And Major Risks To Avoid

Listen in as I break down the critical details of 401k loans—the pros, cons, and major risks you need to... more

02 Oct 2024 · 7 minutes

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