Business Exit Success

Ep #116: Five Changes Business Owners Wish They Made At Age 60


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If you're a business owner in your 50s or 60s thinking about selling your company, this is for you. After working with tons of business owners as a Certified Financial Planner and Exit Planning Advisor, I've seen a pattern. People hit retirement and suddenly wish they had made a few key moves way earlier.

Today I'm sharing the top 5 things business owners consistently tell me they wish they'd done at 60, so you don't make the same mistakes.

Here's what we'll cover:

  • Why guessing your business value could cost you millions
  • How saving outside your business gives you way more flexibility
  • The tax planning moves that can save you a fortune (but take years to set up)
  • What to do now so you don't feel lost after you sell
  • How to avoid family drama by getting everyone on the same page early

Selling your business is a big deal, financially and emotionally. These lessons come straight from the real-life experiences of other owners who've been through it.

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Business Exit SuccessBy Tom Poltersdorf Jr.