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6. Thinking About Selling Your Business? Start Here
Running a business takes everything you’ve got: the focus, the long hours, the drive to make it work. But at some point, almost every owner starts thinking about what comes next.
In this episode, host Anthony Stich sits down with Don Drury, President of Moran Wealth Management®, to talk about the right way to approach a business sale or succession.
They discuss why starting early can make or break your exit, how partnerships and family transitions shape the process, and what to consider when working with private equity or third-party buyers. Don also shares the emotional side of stepping away, and what it means to redefine purpose, rebuild structure, and plan for life after ownership.
If you’ve built something that matters and want to protect its value when it’s time to move on, this episode offers insight worth listening to.
The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected].
For disclosures, visit: https://www.moranwm.com/disclosures
This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.
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By Moran WealthRunning a business takes everything you’ve got: the focus, the long hours, the drive to make it work. But at some point, almost every owner starts thinking about what comes next.
In this episode, host Anthony Stich sits down with Don Drury, President of Moran Wealth Management®, to talk about the right way to approach a business sale or succession.
They discuss why starting early can make or break your exit, how partnerships and family transitions shape the process, and what to consider when working with private equity or third-party buyers. Don also shares the emotional side of stepping away, and what it means to redefine purpose, rebuild structure, and plan for life after ownership.
If you’ve built something that matters and want to protect its value when it’s time to move on, this episode offers insight worth listening to.
The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected].
For disclosures, visit: https://www.moranwm.com/disclosures
This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.