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:

 

• [email protected]

• [email protected]

• (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®