Business Exit Success
By Tom Poltersdorf Jr.
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Category: Entrepreneurship
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Episodes: 118
Description
A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence
If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition.
Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successfully exit your business on your terms. Tune in weekly for new episodes to gain the knowledge and actionable steps to help you map out your successful business exit strategy.
| Episode | Date |
|---|---|
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Ep #118: 401(k) for Business Owners Explained: Traditional vs Safe Harbor, Contribution Limits, and Common Myths
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May 01, 2025 |
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Ep #117: Selling Your HVAC Business? Buyers Want These 4 Things to Pay Top Dollar
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Apr 15, 2025 |
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Ep #116: Five Changes Business Owners Wish They Made At Age 60
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Apr 02, 2025 |
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Ep #115: Sell Your Business and Retire if You Answer YES to These 7 Questions
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Mar 31, 2025 |
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Ep #114: Business Owner Retired at 60 with $850k and Regretted It. Here's Why.
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Mar 28, 2025 |
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Ep #113: Why Business Owners Go Broke After Selling (5 Exit Planning Mistakes)
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Feb 06, 2025 |
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Ep #112: Exit Planning Masterclass: How to Unlock the Wealth In Your Business (Strategic Planning for Business Owners)
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Jan 30, 2025 |
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Ep #111: Unlocking The Freedom Point: How to Exit Your Business and Achieve Financial Independence
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Jan 24, 2025 |
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Ep #110: 6 Reasons To Retire As Soon As Possible
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Oct 09, 2024 |
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Ep #109: 401K Loans: The Pros, Cons, And Major Risks To Avoid
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Oct 02, 2024 |
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Ep #108: "I Have Nothing Saved For Retirement" - Top 10 Recommendations
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Sep 25, 2024 |
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Ep #107: The Hidden Dangers of Borrowing from Your 401k: What You Need To Know
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Sep 18, 2024 |
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Ep #106: Maximizing Your 401k to Build Wealth and Offset Retirement Risk
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Sep 11, 2024 |
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Ep #105: 5 Strategies To Thrive When The Market Is Soaring
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Sep 04, 2024 |
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Ep #104: Never Retire: Redefining What's Next After Exiting Your Business
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Aug 28, 2024 |
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Ep #103: Should I Retire Now? 5 Questions For Business Owners To Decide
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Aug 21, 2024 |
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Ep #102: 6 Strategies to Thrive When the Market Crashes
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Aug 14, 2024 |
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Ep #101: The Critical Number Everyone Gets Wrong When Selling Their Business
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Aug 07, 2024 |
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Ep #100: A Proven Investment Strategy for 99% of People
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Jul 31, 2024 |
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Ep #099: Top 3 Investing Mistakes I Avoid To Make More Money
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Jul 24, 2024 |
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Ep #098: 6 Money Lessons I Wish I Knew Earlier For Lasting Wealth
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Jul 17, 2024 |
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Ep #097: Avoid These 9 Bad Money Habits to Build Wealth
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Jul 10, 2024 |
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Ep #096: Balancing ROI and ROL: Ensuring a Fulfilling Life After Business Exit
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Jul 03, 2024 |
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Ep #095: Navigating CEO Transitions: Strategies for New CEOs and Exiting Founders with Matt Sharrers
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Jun 26, 2024 |
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Ep #094: Exit Planning For Business Partners: Why Business Partners Need to Plan for Exit and How to Get Started
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Jun 19, 2024 |
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Ep #093: 7 Essential Questions to Answer Before Exiting Your Business
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Jun 12, 2024 |
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Ep #092: How to Sell Your Business Tax-Free with a Charitable Remainder Trust
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Jun 05, 2024 |
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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®
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May 29, 2024 |
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Ep #090: 10 Critical Areas Impacted By Your Business Exit
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May 22, 2024 |
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Ep #089: Overcoming the Top 5 Barriers to a Successful Business Exit
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May 15, 2024 |
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Ep #088: Mastering the Deal of a Business Exit: Insights from M&A Attorney Alex Prasad
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May 08, 2024 |
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Ep #087: 7 Tax-Saving Strategies for Business Owners Selling Their Company
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May 01, 2024 |
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Ep #086: Safeguarding Your Wealth: The Role of Prenups for Business Owners
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Apr 24, 2024 |
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Ep #085: 10 Key Strategies to Increase Your Business Value Before Exiting
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Apr 17, 2024 |
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Ep #084: How Asset Protection Can Save Your Business: Essential Strategies
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Apr 10, 2024 |
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Ep #083: Early Exit Planning: Why It's Crucial for Business Owners Without an Immediate Plan to Transition
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Apr 03, 2024 |
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Ep #082: Planning With the End in Mind: How I Explain It To Business Owners
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Mar 27, 2024 |
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Ep #081: 4 Essential Questions Every Entrepreneur Must Ask Before Selling Their Business
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Mar 20, 2024 |
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Ep #080: Scaling and Exiting a Family-Owned Business for 8-Figures with Ivan and Mariana Polic
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Mar 13, 2024 |
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Ep #079: Five Key Strategies to Improve Your Financial Health
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Mar 06, 2024 |
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Ep #078: When Should Retiring Owners Sell Their Business?
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Feb 28, 2024 |
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Ep #077: Maximizing Philanthropy and Taxes: A Strategic Guide to Donor Advised Funds
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Feb 21, 2024 |
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Ep #076: Exit Planning Strategies to Avoid Regret After a Business Sale
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Feb 14, 2024 |
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Ep #075: Mastering Your Exit: Key Strategies for Business Owners Ready To Sell
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Feb 07, 2024 |
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Ep #074: What Should I Do With The Cash In My Business Account?
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Jan 31, 2024 |
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Ep #073: What Are The Tax Implications When Selling a Business?
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Jan 24, 2024 |
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Ep #072: How Should I Invest My Business Profit? (Real-Life Case Study and Tips for Business Owners)
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Jan 17, 2024 |
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Ep #071: Beyond Your Exit: Planning for Life After Succession
|
Jan 10, 2024 |
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Ep #070: Why Your Business Needs a Strong Continuity Plan
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Jan 03, 2024 |
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Ep #069: The Top 3 Exit Planning Mistakes and How to Avoid Them
|
Dec 27, 2023 |
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Ep #068: Disability Insurance for the Self-Employed: What You Need to Know
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Dec 20, 2023 |
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Ep #067: Understanding How Life Insurance Works: Term Vs Whole Life
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Dec 13, 2023 |
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Ep #066: Avoid This Year-End Business Tax Planning Mistake!
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Dec 06, 2023 |
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Ep #065: Marketing Your Home Service Business with Serial Entrepreneur Marcia Barnes
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Nov 29, 2023 |
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Ep #064: The Triple Tax-Free Benefits of the HSA (Health Savings Account)
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Nov 22, 2023 |
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Ep #063: Exit Options: How to Decide Which One Is Best For Me?
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Nov 15, 2023 |
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Ep #062: 7 Ways to Exit a Business
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Nov 08, 2023 |
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Ep #061: 5 Strategies To Improve the Culture in Your HVAC Business
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Nov 01, 2023 |
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Ep #060: How to Build a Thriving Culture to Attract & Retain Talent Within Your HVAC Business
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Oct 25, 2023 |
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Ep #059: How to Sell Your HVAC Company for Maximum Value: Insights from a Business Broker
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Oct 18, 2023 |
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Ep #058: Revealing The "Hidden Costs" of a Business Sale
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Oct 11, 2023 |
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Ep #057: The #1 Reason Your Business Will Never Sell
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Oct 04, 2023 |
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Ep #056: Calculate how much you need to retire in 5 easy steps
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Sep 27, 2023 |
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Ep #055: Assessing Your Potential Successor: Key Questions for Business Owners
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Sep 20, 2023 |
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Ep #054: My 4-Step Framework for a Successful Transition into Retirement
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Sep 13, 2023 |
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Ep #053: 12 Estate Planning Essentials For Business Owners (Repost)
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Sep 06, 2023 |
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Ep #052: Proven Approaches to Business Transition Planning with Laurie Barkman (Certified M&A Advisor)
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Aug 30, 2023 |
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Ep #051: 4 Effective Delegation Strategies To Get Your Time Back in Business
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Aug 23, 2023 |
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Ep #050: How to Invest for Beginners (Inflation, Investment Strategy, Investment Mistakes to Avoid and MORE!)
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Aug 16, 2023 |
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Ep #049: How to Reduce Taxes on Required Minimum Distributions
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Aug 09, 2023 |
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Ep #048: Taxes When Buying and Selling Stocks: Explained
|
Aug 02, 2023 |
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Ep #047: How to Calculate the Value of Your Business + Three Essential Tips to Increase It
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Jul 26, 2023 |
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Ep #046: Why The Value of Your Business is Critical to Your Financial Plan
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Jul 19, 2023 |
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Ep #045: It's critical to review your listed beneficiaries on your investment accounts, retirement accounts, and life insurance. Here's Why...
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Jul 12, 2023 |
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Ep #044: How to Plan for the Income Distribution Phase of Retirement
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Jul 05, 2023 |
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Ep #043: Tax-Saving Secrets: 7 Strategies Every Business Owner Should Know
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Jun 28, 2023 |
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Ep #042: How Compound Interest Can Multiply Your Wealth
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Jun 21, 2023 |
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Ep #041: Know the Game You're Playing: Insight into Private Equity
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Jun 14, 2023 |
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Ep #040: Why Business Owners Need a Fiduciary Advisor As Their Financial Quarterback
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Jun 07, 2023 |
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Ep #039: Unlocking the Art of Disciplined Investing for Small Business Owners
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May 31, 2023 |
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Ep #038: Exit Planning vs Succession Planning: Unraveling the Key Differences For a Profitable Business Exit
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May 24, 2023 |
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Ep #037: Do I Need To Sell My Business To Retire?
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May 17, 2023 |
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Ep #036: Navigating the Due Diligence Process Before a Sale
|
May 10, 2023 |
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Ep #035: Deconstructing Your First Phone Call with an Interested Buyer: Tips and Insights
|
May 03, 2023 |
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Ep #034: Interview on Business Succession, Exit Planning Tips, and Importance of Aligning Business, Personal, & Financial Goals (Not Minding My Own Business Podcast)
|
Apr 26, 2023 |
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Ep #033: Managing Risk After Selling Your Business
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Apr 19, 2023 |
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Ep #032: The Three Retirement Income Buckets and How They Are Taxed
|
Apr 12, 2023 |
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Ep #031: When It's Too Late: The Consequences of Not Planning Your Business Exit Strategy
|
Apr 05, 2023 |
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Ep #030: Building Tax-Free Wealth Using the Roth IRA
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Mar 29, 2023 |
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Ep #029: Investing for Retirement as a Business Owner Who Has Employees: The Traditional 401k vs Safe Harbor 401k
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Mar 22, 2023 |
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Ep #028: Investing for Retirement as a Solopreneur: The SEP IRA vs Solo 401k
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Mar 15, 2023 |
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Ep #027: How to Recession Proof Your Business
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Mar 08, 2023 |
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Ep #026: How to Invest in an Uncertain Market
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Mar 01, 2023 |
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Ep #025: Common Business Readiness Issues When Considering an Exit
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Feb 22, 2023 |
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Ep #024: Common Financial Readiness Issues When Considering an Exit
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Feb 15, 2023 |
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Ep #023: Common Personal Readiness Issues When Considering an Exit
|
Feb 08, 2023 |
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Ep #022: 12 Estate Planning Essentials
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Jan 25, 2023 |
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Ep #021: 5 Strategies For Identifying Ideal Candidates For Your Business
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Jan 11, 2023 |
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Ep #020: Required Minimum Distributions
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Dec 28, 2022 |
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Ep #019: Planning For Life After Business
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Dec 14, 2022 |
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Ep #018: 3 Perspectives on Timing When It Comes to Exit Planning
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Nov 30, 2022 |
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Ep #017: The Internal Versus External Options for Business Exit Success
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Nov 16, 2022 |
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Ep #016: A Typical Business Owner Versus A Value Builder
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Nov 02, 2022 |
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Ep #015: How to Exit Your Business on Your Terms by Preparing for These 5 Major Risks
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Oct 19, 2022 |
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Ep #014: How to Take Money Out of Your Qualified Accounts Without Paying a 10% Penalty
|
Oct 05, 2022 |
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Ep #013: How to Save and Invest Outside of Your Business
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Sep 21, 2022 |
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Ep #012: One Thing Every Business Owner Should Know
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Sep 07, 2022 |
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Ep #011: The Top 4 Concentration Risks and How To Fix Them
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Aug 24, 2022 |
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Ep #010: The Art of Delegating
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Aug 10, 2022 |
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Ep #009: The Top 3 Exit Planning Mistakes and How to Avoid Them
|
Jul 27, 2022 |
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Ep #008: Building Your Business Exit Team
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Jul 13, 2022 |
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Ep #007: Managing Your Proceeds After A Sale
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Jun 29, 2022 |
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Ep #006: The Four Types of Capital
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Jun 15, 2022 |
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Ep #005: How Much Do I Need To Retire?
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Jun 01, 2022 |
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Ep #004: Maximizing the Value of Your Business
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May 18, 2022 |
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Ep #003: Creating a More Efficient Business Through Proper Exit Planning
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May 03, 2022 |
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Ep #002: The Reality of Exit Planning
|
May 03, 2022 |
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Ep #001: Welcome to Business Exit Success!
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Apr 26, 2022 |