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Creating clear processes and systems can skyrocket the valuation of your business.
In this episode, Zacc Call and Laura Hadley, along with their friend and colleague Tyson Long discuss the importance of having the right network and team of professionals when selling or owning a business. They highlight the order in which you should address the different categories of owning a business and the mentality you should have when tackling them.
They also discuss the importance of involving a spouse in financial planning and the need for professionals like a bookkeeper, business tax expert, and personal tax expert.
Zacc, Laura, and Tyson discuss:
The 5 pillars of business management: Which one do you tackle first when exiting?
How to start curating your professional network when managing or exiting your business
Business management from a legal point of view & how to start better incorporating your spouse into the business' finances
Finding the right people to manage your enterprise and put a value on your family business
And more
Resources:
Guided Path 6-4 Exiting Your Business From A Legal Standpoint
Guided Path Estate Planning Series
Connect with Capita Financial Network:
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
Connect with Tyson Long:
LinkedIn: Tyson Long, CFP®, CPWA®
By Zacc Call4.9
9292 ratings
Creating clear processes and systems can skyrocket the valuation of your business.
In this episode, Zacc Call and Laura Hadley, along with their friend and colleague Tyson Long discuss the importance of having the right network and team of professionals when selling or owning a business. They highlight the order in which you should address the different categories of owning a business and the mentality you should have when tackling them.
They also discuss the importance of involving a spouse in financial planning and the need for professionals like a bookkeeper, business tax expert, and personal tax expert.
Zacc, Laura, and Tyson discuss:
The 5 pillars of business management: Which one do you tackle first when exiting?
How to start curating your professional network when managing or exiting your business
Business management from a legal point of view & how to start better incorporating your spouse into the business' finances
Finding the right people to manage your enterprise and put a value on your family business
And more
Resources:
Guided Path 6-4 Exiting Your Business From A Legal Standpoint
Guided Path Estate Planning Series
Connect with Capita Financial Network:
(801) 566-5058
Capita Financial Network
LinkedIn: Zaccary Call
LinkedIn: Laura Hadley
LinkedIn: Capita Financial Network
Facebook: Capita Financial Network
Connect with Tyson Long:
LinkedIn: Tyson Long, CFP®, CPWA®

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