Angels, Exits, & Acquisitions

Avoid Retirement Regret: The Essential Guide to Business Exit Planning | CEO Advice

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Welcome back to Angels Exits and Acquisitions! In this insightful episode, we’ve interviewed Adam Koos, President, Portfolio Manager, and Sr. Financial Advisor at Libertas Wealth Management Group, about the crucial aspects of wealth management and business exit planning for entrepreneurs and CEOs. Adam shares his expertise on how business owners can transition their companies for maximum value and prepare for a fulfilling life after their business.


In this episode, you'll discover:

  • The shocking statistics surrounding business sales and dissolutions, and why early exit planning is essential to avoid becoming part of these numbers.
  • The common challenges business owners face in delegating tasks and working on their business rather than in it, and why building a business that can run without the owner is key.
  • The critical importance of planning for "life after business", beyond just the financial aspects, to ensure a happy and purposeful retirement.



    • Key Timestamps:

    • 00:01:27: Introduction to Adam Koos and his background in wealth management and business advising.
    • 00:03:48: Adam discusses the eye-opening statistics about business owners and the need for exit planning.
    • 00:28:21: Conversation on actionable advice for business owners to start implementing for a successful transition.
    • 00:51:15: Insightful discussion on the importance of planning for life after selling the business and avoiding regret.
    • 03:34:17: Adam shares one piece of advice he would give his younger self.


      • Learn how to proactively approach your business transition, enhance your company's value, and secure your financial future with guidance from a seasoned expert. Don't wait until retirement is around the corner; start planning your successful exit today!

      Connect with Adam Koos: 

      • Libertas Wealth Management Group Website: https://www.libertaswealth.com/
      • Elevate and Exit: https://elevateandexit.com/ 


        • Connect with Jeff Barnes: 

        • Website:  https://www.jeffbarnes.ceo 
        • Linkedin : https://www.linkedin.com/in/jeffpbarnes/ 



          • #BusinessExitPlanning #SuccessionPlanning #WealthManagement #FinancialPlanning #Entrepreneurship #CEO #BusinessOwners #RetirementPlanning #BusinessStrategy #ValueCreation #LibertasWealthManagement #ElevateAndExit #JeffBarnes #AngelsExitsAndAcquisitions #Podcast

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          Angels, Exits, & AcquisitionsBy Jeff Barnes
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