"This business is my retirement." It is a sentence advisors hear from business owners all the time, and it raises the question this episode tackles head-on: are you truly ready to sell? Troy Fore, CFP®, walks through the three sides of exit readiness: preparing the business, structuring the deal, and preparing yourself, along with the timeline most owners underestimate.
Sources:
• Building Exit Readiness: Are You Truly Prepared to Sell? (Aspen Wealth Management): https://www.aspenwealthmgmt.com/resource-center/retirement/business-exit-readiness-planning
• Your Personal Wealth Generator: Leveraging Your Small Business to Secure Your Financial Future (Aspen Wealth Management): https://www.aspenwealthmgmt.com/resource-center/estate/leveraging-your-small-business/
• Retirement Planning (Aspen Wealth Management): https://www.aspenwealthmgmt.com/retirement-planning
• Financial Planning (Aspen Wealth Management): https://www.aspenwealthmgmt.com/financial-planning
• Exit Planning (Aspen Wealth Management): https://www.aspenwealthmgmt.com/exit-planning
• Contact Aspen Wealth Management: https://www.aspenwealthmgmt.com/contact-us-fee-only-advisors-fort-worth
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice.
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