In this first episode of Real Talk with Resilient Owners, Alex Murray of BNY Wealth shares insights from his recent survey on business owners' experiences with selling, preparing for, and transitioning after a business sale. Whether you're a business owner contemplating a sale or an advisor guiding clients through the process, this conversation highlights crucial considerations for a successful transition and lifestyle shift.

Key Topics

• The importance of early planning and timing inbusiness transactions

• Building a personalized advisory team tailored to business size and industry
• Motivations and emotional factors influencing entrepreneurs' decisions to sell
• The role of cultural fit and employee impact in sale success
• Practical tools for modeling transaction outcomes and tax implications
• The importance of life after sale — maintaining purpose, engagement, and enjoyment
• Future research on Centers of Influence (COIs) and collaborative best practices

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Show Notes

• Resilient Wealth Planning YouTube Channel- CLICK HERE
• Have a question? Send an email to hello@resilientplanning.com

BNY WEALTH DISCLOSURE

The information provided is for illustrative/educational purposes only and is not intended to constitute legal, tax, investment, or financial advice. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. The views expressed herein are those of the presenters only and may not reflect the views of BNY Wealth. BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.