
Sign up to save your podcasts
Or
Successful business exits require planning, just like a great quarterback leads a team to the Super Bowl. Business owners need a clear strategy to maximize value, minimize taxes, and ensure a smooth transition. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Devorak of Discovery Point Wealth Advisors, we talk about financial planning, tax considerations, and the key steps business owners should take to prepare for a successful exit.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
860-767-3273
5
33 ratings
Successful business exits require planning, just like a great quarterback leads a team to the Super Bowl. Business owners need a clear strategy to maximize value, minimize taxes, and ensure a smooth transition. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Devorak of Discovery Point Wealth Advisors, we talk about financial planning, tax considerations, and the key steps business owners should take to prepare for a successful exit.
Contact Keith: Osage Advisors, LLC
osageadvisors.com
860-767-3273
3,088 Listeners
223,304 Listeners
541 Listeners
752 Listeners