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Exit Planning is a Business Strategy: How Preparation Can Help Maximize Value
They say that when you first get into business, you should already be thinking about how you'll eventually exit your business. In this episode of Frank Wealth Insights, Frank Fantozzi explains this concept and takes a deep dive into business exit strategy. When is the best time to sell? What strategies work best? How should business owners prepare? Hear Frank cover all this and more in today’s episode.
Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.
IMPORTANT DISCLOSURES
Investment advisory services are offered through Planned Financial Services, LLC, dba Return
on Life Wealth Partners, an SEC-Registered Investment Adviser.
The views and opinions expressed in this podcast are for general informational and educational
purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners
should consult with a qualified professional before making any financial decisions.
The views expressed are those of the participants as of the date of recording and may change
without notice. Discussions may include forward-looking statements based on current beliefs
and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions
and estimates and are subject to change. Past performance is not indicative of future results.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any
mention of third-party organizations or individuals is for informational purposes only and does
not imply endorsement, affiliation, or compensation.
This content may not be copied, reproduced, or distributed without the express written consent
of Return on Life Wealth Partners.
For more information about our firm, services, and full disclosures, please refer to our Form
ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.
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By Frank FantozziThey say that when you first get into business, you should already be thinking about how you'll eventually exit your business. In this episode of Frank Wealth Insights, Frank Fantozzi explains this concept and takes a deep dive into business exit strategy. When is the best time to sell? What strategies work best? How should business owners prepare? Hear Frank cover all this and more in today’s episode.
Frank Fantozzi (CPA, MST, PFS, CDFA, AIF®, CEPA) is the President and Founder of Return on Life Wealth Partners. To learn more about the firm’s approach to planning and wealth management, visit ReturnOnLifeWealth.com or call 440-740-0130 to schedule a conversation with one of our team members.
IMPORTANT DISCLOSURES
Investment advisory services are offered through Planned Financial Services, LLC, dba Return
on Life Wealth Partners, an SEC-Registered Investment Adviser.
The views and opinions expressed in this podcast are for general informational and educational
purposes only and do not constitute specific financial, legal, investment, or tax advice. Listeners
should consult with a qualified professional before making any financial decisions.
The views expressed are those of the participants as of the date of recording and may change
without notice. Discussions may include forward-looking statements based on current beliefs
and assumptions, which are subject to risks and uncertainties.
Any forward-looking statements or references to potential outcomes are based on assumptions
and estimates and are subject to change. Past performance is not indicative of future results.
This podcast does not constitute an offer to buy or sell securities or financial instruments. Any
mention of third-party organizations or individuals is for informational purposes only and does
not imply endorsement, affiliation, or compensation.
This content may not be copied, reproduced, or distributed without the express written consent
of Return on Life Wealth Partners.
For more information about our firm, services, and full disclosures, please refer to our Form
ADV Part 2A Brochure, available upon request, or at https://www.adviserinfo.sec.gov.