🛑 80% of businesses don’t sell—they dissolve. Are you prepared to avoid that fate?

In this episode of the Grow Your Business & Grow Your Wealth Podcast, Gary Heldt welcomes Adam Koós, a highly credentialed financial planner, portfolio manager, and exit planning advisor. Adam dives into his journey from pursuing a medical career to building his award-winning financial practice, Libertas Wealth Management Group.

Adam shares actionable strategies for business owners, executives, and investors to protect and grow their wealth, explicitly focusing on exit planning, tax efficiency, and the importance of working with fiduciary advisors.

5 Key Takeaways

➤ Plan your business exit early. Waiting until you’re ready to sell your business is one of the biggest mistakes owners make. Start at least 3–5 years in advance to maximize value.

➤ Always work with a Fee-Only Fiduciary. Fiduciaries are legally obligated to put your interests first, eliminating the conflicts of interest common in commission-based financial advice.

➤ Capitalize on tax-efficient strategies. Tools like Delaware Statutory Trusts (DSTs) can help defer or eliminate capital gains taxes while generating passive income.

➤ Focus on your company retirement plan first. Maxing out your 401(k) or similar plan is the smartest way to reduce your tax bill and build wealth before exploring other investment options.

➤ Build your business with buyers in mind. Buyers don’t want to purchase a job—they want to buy a well-structured, self-sustaining company. Create continuity plans, reduce owner involvement, and secure key employees.

Quotes from Adam Koós

"You can’t wait until you’re ready to sell your business to start planning. The time to prepare is years before the sale, not the day before.”

“Fiduciaries don’t sell products—they sell advice. This eliminates conflicts of interest and ensures their clients’ best interests always come first.”

How to Reach Adam Koós

Website:

Libertas Wealth Management Group

Elevate and Exit

LinkedIn: Adam Koós on LinkedIn

Twitter: @AdamKoos

Facebook: Libertas Wealth Management Group

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