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Small Business Exit Plans with Tony Cardiel and Paul Carroll
Episode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth.
Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of their client always come first. Avion Wealth - Confidence In Every Last Detail
In his book, Paul Carroll provides a wealth of insight into both the emotions and process of selling your business to help avoid the many traps that may occur. Paul also advises on the benefits and methods of engaging your “dream” team and the importance of fielding multiple potential buyers. He lays out a plan, once a buyer is chosen, to allow a smooth transition out of the owner-role while protecting your payout in the process. Finally, he addresses the important transition into your next chapter in life. Tips and Traps - Avion Wealth
Questions or feedback? Reach out to Tony Cardiel, CPA/ABV: [email protected]
Visit our website: https://singerlewak.com/
Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/
Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured
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By The Balancing Act by SingerLewakEpisode 6: Tony Cardiel CPA/ABV, CFE and Paul Carroll, CFP of Avion Wealth discuss common missteps and issues of selling a business and his book Tips & Traps: Selling Your Business While Maximizing Your Wealth.
Avion Wealth is an independent. fee-only, wealth management and investment advisor firm located in The Woodlands, Texas. Their mission is to provide our clients with sensible and unbiased wealth management solutions where the interests of their client always come first. Avion Wealth - Confidence In Every Last Detail
In his book, Paul Carroll provides a wealth of insight into both the emotions and process of selling your business to help avoid the many traps that may occur. Paul also advises on the benefits and methods of engaging your “dream” team and the importance of fielding multiple potential buyers. He lays out a plan, once a buyer is chosen, to allow a smooth transition out of the owner-role while protecting your payout in the process. Finally, he addresses the important transition into your next chapter in life. Tips and Traps - Avion Wealth
Questions or feedback? Reach out to Tony Cardiel, CPA/ABV: [email protected]
Visit our website: https://singerlewak.com/
Follow us on LinkedIn for updates: https://www.linkedin.com/company/singerlewak-llp/
Subscribe to our YouTube channel: https://www.youtube.com/@SingerLewak/featured