February 13, 2025

The M&A Mastermind Podcast - Episode 73 - Timing, Combining, and Sequencing

26 minutes

In this episode of the M&A Mastermind podcast, Joe Strazzeri discusses advanced planning strategies for business owners, focusing on the importance of timing, combining, and sequencing various strategies to achieve financial goals. He outlines the eight key goals that business owners should consider, including maintaining control, ensuring lifestyle, and protecting against taxes and lawsuits.

Joe emphasizes the need for integrated planning and the importance of working with knowledgeable professionals to navigate complex financial landscapes. He also shares insights on common and lesser-known strategies, as well as educational resources available for advisors.

Tune in now and elevate your understanding of M&A dynamics with the podcast that delivers actionable insights and unlocks the door to new possibilities. To learn more about M&A trends and insights, please like, subscribe, and rate our podcast. New episodes go live every Thursday at 9 am CST.

Some Key takeaways include:

Timing, combining, and sequencing are crucial for effective planning.

Business owners often focus on numbers without considering net value.

Integrated planning can reduce taxes and increase asset protection.

Emotional and relational factors play a significant role in business transitions.

Cash flow is essential for supporting family and business needs.

Advisors should be aware of both common and niche strategies.

Education and continuous learning are vital for financial advisors.

Professional guidance is necessary to avoid costly mistakes.

Understanding client goals is key to effective planning.

The right strategies can help achieve multiple financial objectives.

About the show:

The M&A Mastermind Podcast is your go-to source for the latest industry trends and strategies to level up your M&A practice.

The show features thought leaders who specialize in the lower middle market space and share their experiences and expertise across key areas of execution, such as: market analysis, lead generation, deal management, strategic partnerships, buyer access and much more.

With host Nick Olsen, each episode's "mastermind" will share ways in which they have found success in navigating the M&A industry to best support the small-to-medium sized private business owners they focus on serving.

Chapters:

00:00 Introduction to Advanced Planning Strategies

08:43 The Eight Goals of Business Owners

17:32 Common and Lesser-Known Strategies for Advisors

Keywords: advanced planning, business strategies, tax planning, asset protection, financial goals, M&A, business owners, estate planning, wealth management, legal strategies

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By Nick Olsen

1010 ratings