4 Costly Mistakes Business Owners Make Before Selling Their Company

カートのアイテムが多すぎます

ご購入は五十タイトルがカートに入っている場合のみです。

カートに追加できませんでした。

しばらく経ってから再度お試しください。

ウィッシュリストに追加できませんでした。

しばらく経ってから再度お試しください。

ほしい物リストの削除に失敗しました。

しばらく経ってから再度お試しください。

ポッドキャストのフォローに失敗しました

ポッドキャストのフォロー解除に失敗しました

4 Costly Mistakes Business Owners Make Before Selling Their Company

無料で聴く

ポッドキャストの詳細を見る

Business owners spend decades building successful companies — but many still make major mistakes when it comes to retirement, taxes, succession planning, and preparing for a future exit.

In this episode of The Great Wealth Transfer, David Pulcini CFP® discusses the four biggest mistakes business owners make before selling their company and why your business alone should not be your retirement plan.

Topics include:

• Business valuation expectations
• Exit planning mistakes
• Tax planning for business owners
• Succession planning strategies
• Liquidity and diversification
• Retirement planning for entrepreneurs
• How to prepare a business for sale
• Wealth transition planning
• Long-term tax architecture
• Building personal wealth outside the business

If you are a business owner over 50, within 5–10 years of retirement or considering selling your company, this episode is designed to help you think strategically about the transition ahead.

If you have questions about business owner retirement planning, tax-efficient wealth strategies, or succession planning, our team would be happy to connect.

David Pulcini, CFP®
SixPoint Financial Partners

Schedule a conversation:
https://calendly.com/dpulcini/introduction-to-sixpoint

Website:
sixpointfp.com

Subscribe on YouTube:
https://www.youtube.com/@sixpointfinancialpartners4351

まだレビューはありません