Selling your HVAC business isn’t the end—it’s the beginning of a far more personal, often more complex, financial chapter. And if you're not planning ahead, you're likely leaving money (and legacy) on the table.

In this final episode of our three part M & A series, Ashlei Rolloff sits down with Brian Adamek, certified financial planner and founder of E Wealth Partners, to map the three phases of smart exit planning: pre-sale, transaction year, and post-sale wealth strategy.

They cover:

• The difference between cleaning up your books and actually planning for a sale

• Why reinvesting in marketing and operations can drive your valuation higher

• What business owners need to do the year before the sale to reduce their tax burden

• Why your spouse, not your CPA, should be the first person you talk to

• How to build your “exit bench” of trusted advisors to avoid missteps after the deal closes
  

Whether you're a founder with an exit in sight or a marketer supporting executives through this transition, this episode offers both strategy and sanity.

Referenced Links:

E Wealth Partners: https://www.ewealthpartners.com/

Brian’s Podcast: https://youtube.com/@e-wealthpartners

MN Paid Leave Webinar: https://youtu.be/qC2eRQHv2SY?si=90QOfjLWhcLQKbim

Part 1 - https://open.spotify.com/episode/7Fy2v0oi02zyyCOQHlm3PT?si=ZG8kuuT2S3OERmRoy5UU_A

Part 2 - https://open.spotify.com/episode/1ApkRxuqHgvtrAHyOLwarg?si=9K3FpCT5SCmsPqsZhuq11g

Quote to Remember: “Most founders think exit planning is about valuation. It’s not. It’s about protecting what comes next.”