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80: {Interview} Maximizing Business Value through Clean Books with Stephanie Vokral, CFP®, AIF®, CDFA®
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Are you mixing your personal and business finances together? We've all been there, but the reality is that things can get messy quick.
In this conversation, Stephanie Vokral discusses the importance of planning for exiting a business. She emphasizes the need for business owners to work with a certified financial planner and a certified exit planning analyst to ensure a holistic approach. Stephanie explains that it is crucial to start planning for an exit several years in advance, with a minimum of five years but potentially up to 10 years depending on the industry. Stephanie addresses the complexities of selling a business during a divorce and the need for prenuptial or postnuptial agreements to protect business assets.
Takeaways
- Working with a certified financial planner and a certified exit planning analyst is crucial for a holistic approach to exiting a business.
- Planning for an exit should start several years in advance, with a minimum of five years but potentially up to 10 years depending on the industry.
- Keeping clean books and separating personal and business finances is important for maximizing the value of a business.
- Selling a business during a divorce can be complex, and prenuptial or postnuptial agreements can help protect business assets.
Stephanie is a Certified Financial Planner (CFP®) and has extensive training in the areas of investments, risk management, estate planning, tax planning, education planning, and retirement planning. As a financial planner, she answers her clients’ financial questions. How do I not run out of money when I’m older? When should I take Social Security? Can I afford to be my parents’ caregiver or is there a better way? Is my spouse’s divorce proposal a fair settlement to me?
She has also completed a specialized educational program in professional divorce analysis to earn the Certified Divorce Financial Analyst (CDFA®) credential.
Support the show
LINKS TO FREEBIES BELOW:
WEEKLY NEWSLETTER where I share all the tips and tricks on how to grow organically online HERE
If you are interested in sponsoring the show, send me a DM
ABOUT THE HOST:
Former Executive Recruiter turned Digital Marketing Expert & Entrepreneur. I'm here to show you that you can do it too! I help women to start, grow and scale their personal brand and business online through social media. In 2021 I launched ChilledVino, my patented wine product and in 2023 I launched The Feminine Founder Podcast and in 2025 I launched my Digital Marketing Agency called Feminine Founder Marketing. I live in South Carolina with my husband Gary and 2 Weimrarners, Zena & Zara.
This podcast is a supportive and inclusive community where I interview and bring women together that are fellow entrepreneurs and workplace experts. We believe in sharing our stories, unpacking exactly how we did it and talking through the mindset shifts needed to achieve great things.
Let's connect further!!
LinkedIn HERE
IG @cpennington55
FB HERE
ChilledVino HERE
View all episodes
By Caroline PenningtonText me!
Are you mixing your personal and business finances together? We've all been there, but the reality is that things can get messy quick.
In this conversation, Stephanie Vokral discusses the importance of planning for exiting a business. She emphasizes the need for business owners to work with a certified financial planner and a certified exit planning analyst to ensure a holistic approach. Stephanie explains that it is crucial to start planning for an exit several years in advance, with a minimum of five years but potentially up to 10 years depending on the industry. Stephanie addresses the complexities of selling a business during a divorce and the need for prenuptial or postnuptial agreements to protect business assets.
Takeaways
- Working with a certified financial planner and a certified exit planning analyst is crucial for a holistic approach to exiting a business.
- Planning for an exit should start several years in advance, with a minimum of five years but potentially up to 10 years depending on the industry.
- Keeping clean books and separating personal and business finances is important for maximizing the value of a business.
- Selling a business during a divorce can be complex, and prenuptial or postnuptial agreements can help protect business assets.
Stephanie is a Certified Financial Planner (CFP®) and has extensive training in the areas of investments, risk management, estate planning, tax planning, education planning, and retirement planning. As a financial planner, she answers her clients’ financial questions. How do I not run out of money when I’m older? When should I take Social Security? Can I afford to be my parents’ caregiver or is there a better way? Is my spouse’s divorce proposal a fair settlement to me?
She has also completed a specialized educational program in professional divorce analysis to earn the Certified Divorce Financial Analyst (CDFA®) credential.
Support the show
LINKS TO FREEBIES BELOW:
WEEKLY NEWSLETTER where I share all the tips and tricks on how to grow organically online HERE
If you are interested in sponsoring the show, send me a DM
ABOUT THE HOST:
Former Executive Recruiter turned Digital Marketing Expert & Entrepreneur. I'm here to show you that you can do it too! I help women to start, grow and scale their personal brand and business online through social media. In 2021 I launched ChilledVino, my patented wine product and in 2023 I launched The Feminine Founder Podcast and in 2025 I launched my Digital Marketing Agency called Feminine Founder Marketing. I live in South Carolina with my husband Gary and 2 Weimrarners, Zena & Zara.
This podcast is a supportive and inclusive community where I interview and bring women together that are fellow entrepreneurs and workplace experts. We believe in sharing our stories, unpacking exactly how we did it and talking through the mindset shifts needed to achieve great things.
Let's connect further!!
LinkedIn HERE
IG @cpennington55
FB HERE
ChilledVino HERE