In this episode, we dive into the critical topic of borrowing from your 401k and why it could be a major... more

In this episode, we dive into strategies to help business owners maximize their 401k to build wealth and reduce the... more

Investing during market highs can be intimidating, but it’s also a great opportunity if you have the right strategies. I’ll... more

In this episode of Business Exit Success, we dive into the concept of redefining retirement for high-achieving entrepreneurs who have... more

In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through... more

In this episode, I share six key strategies to help you thrive when the market... more

In this episode, I discuss the critical number every business owner gets wrong when selling their business: the net amount... more

In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial... more

In this episode, I dive into the top three investment mistakes that can derail your financial future and how to... more

In this episode, I share six essential money lessons that can transform your financial future. I discuss common financial mistakes... more

In this episode, I dive into the importance of understanding and breaking free from bad money... 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

Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances.... more

In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in... more

Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking... more

Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon,... more

In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business... more

In this episode, we dig into four essential questions every entrepreneur must ask themselves before business succession planning and selling... more

In this inspiring episode, we dive deep into the remarkable journey of Ivan and Mariana who navigated the complex path... more

In this episode, I discuss five key financial strategies for entrepreneurs, focusing on building personal and business emergency funds, effective... more

In this episode of the podcast, we dive into critical questions that many retiring business owners face:  "When is the... more

Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using... more

In this podcast episode, I discuss the critical aspects of exit planning, financial planning, and life after business for entrepreneurs... more

Exploring the critical signs of readiness for a business exit, this episode delves into the emotional, financial, and operational preparedness... more

In this episode I discuss effective cash management in businesses with our latest podcast episode, "What Should I Do With... more

Are you a business owner planning to sell your business and retire? One critical aspect to understand is the tax... more

In this insightful episode of our podcast, titled "How Should I Invest My Business Profit? (Real-Life Case Study and Tips... more

Are you a business owner thinking about succession and retirement? Discover essential insights in 'Beyond Your Exit: Planning for Life... more

In today’s episode, we delve into the crucial topic of Business Continuity Planning, a strategic blueprint every business owner must... more

In this episode, I discuss the top three exit planning mistakes business owners make when trying to leave and retire... more

When you own your own business, everything depends on you – and it can be hard to take off even... more

Financial planning can be boiled down to offensive and defensive strategies. Offensive planning focuses on proactive wealth growth, such as... more

In this crucial episode, we dive into a common yet often overlooked year-end tax planning mistake made by business owners:... more

In this episode, I interview Marcia Barnes, a serial entrepreneur who grew a company from $2 million to over $400... more

In this timely episode, as we approach the end of the year and step into open enrollment season, we unpack... more

In this insightful episode 63 of our podcast series, we delve into the nuanced process of planning a business exit,... more

In this comprehensive episode of our podcast, we explore the diverse landscape of business exit strategies, offering invaluable insights for... more

In this episode, I highlight a section from episode #60 when I interviewed John Shirk, a business consultant for HVAC... more

In this episode, I interview Dr. John Sherk, an operations management consultant specializing in helping HVAC business owners compete for... more

In this episode, I interview Patrick Lange, a professional business broker who specializes in selling HVAC companies. We discuss common... more

In this episode, we break down the hidden costs that can eat into your business sale proceeds. Listen in and... more