You've spent years building your business. But if your financials are messy, your margins are murky, and your reporting is inconsistent, a buyer will use that against you. And it will cost you millions.

In Episode 53 of Making Sense of Your Money, Dan Pascone, CEO of Tailored Wealth, sits down with Jeff Glick, CPA and Head of US Operations at OCFO, to break down what it actually means to make your business "bankable", and why the work needs to start long before you ever talk to a broker.

Jeff brings decades of experience, from Solomon Brothers and Merrill Lynch to becoming CFO of a $500M company at age 30, and now helps businesses build the financial infrastructure that commands top-dollar valuations.

💡 What You'll Learn

• What "bankable" actually means and why most business owners don't qualify yet
• How poor margin visibility can drop your valuation multiple from 10x to 6x overnight
• The concept of "building value from the inside", and why it's the smartest pre-exit move
• Why you need at least 1–2 years of clean financials before going to market
• What private equity buyers are really looking for in today's due diligence process
• How a $200K investment in your financial infrastructure can generate a 30x return
• The hidden risk of the long-tenured bookkeeper who doesn't know what they don't know
• Life-driven investing: why different money buckets need completely different strategies
  

🎧 If you own a business and even a small part of you is thinking about an exit someday, this episode could be the most valuable hour you spend this year.

🔗 Learn more: makingsenseofyourmoney.com

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Tailored Wealth is a marketing name used when offering advisory services, however advisory services are conducted exclusively through Sovereign Financial Group, Inc. Services are only offered to clients or prospective clients where Sovereign and its representatives are properly licensed or exempt from licensure.