“Wealth creation starts well before the transaction. If everything is tied to one asset, your timing gets dictated by market conditions, buyers’ interest, or personal circumstances rather than by choice.” 

In this episode of The Advisor’s Table, Michael sits down with Wealth Advisor, Daniel Corello, from Bernstein to explore how business owners should think about investing before a sale, balancing wealth inside and outside of their primary business, and preparing financially years ahead of a transition. Whether you are years away from a transition or actively considering one today, this episode offers insight into why building personal wealth outside the business can be just as important as maximizing enterprise value inside of it.

Additional Resources 

Bernstein 

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