I sat down in person at the IFA (International Franchise Association) with my friend and fraternity brother Dan Axelrod, VP and Wealth Advisor at Bernstein Private Wealth Management.

Dan works with franchisees, franchisors, and business owners on pre- and post-transaction planning to protect their wealth when they exit—and today, he’s giving YOU the same insider tips he shares with multimillion-dollar clients.

✅ How do you avoid paying more to Uncle Sam than necessary?

✅ What are the biggest mistakes business owners make when selling?

✅ How do you build your dream team to secure your financial future?

👉 If you're thinking about selling your business—or one day WILL—you can’t afford to miss this.

Timestamps:
00:00 – Welcome from the IFA + Meet Dan Axelrod
02:05 – What does a fiduciary really do?
04:40 – Why business owners overvalue their businesses (the “dartboard” problem)
08:12 – The 4 buckets your money goes: spend, gift, give to charity—or pay taxes
11:10 – 2 critical things to do BEFORE selling your business
15:30 – 3 biggest mistakes owners make at exit
19:25 – How donor-advised funds and trusts work (and common IRS pitfalls)
24:15 – How Bernstein builds a tailored plan for franchise owners
28:05 – How to avoid leaving money on the table in a sale
32:10 – A true story: how proactive planning saved a client’s future
36:45 – Final words of wisdom: “It’s never too early to plan your exit”

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