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In this deeply personal and financially strategic episode of The Value Factory Podcast, host Nick Anderson sits down with Bob Nowak of The Partners Group to explore what it really takes for business owners to prepare for life after an exit. From navigating identity loss and legacy planning to the mechanics of wealth diversification, Monte Carlo simulations, and donor-advised funds, the conversation tackles both the head and the heart of letting go. Whether you're facing an upcoming transition or just want to steward your success with purpose, this episode delivers insight, candor, and clarity for the road ahead.
In this deeply personal and financially strategic episode of The Value Factory Podcast, host Nick Anderson sits down with Bob Nowak of The Partners Group to explore what it really takes for business owners to prepare for life after an exit. From navigating identity loss and legacy planning to the mechanics of wealth diversification, Monte Carlo simulations, and donor-advised funds, the conversation tackles both the head and the heart of letting go. Whether you're facing an upcoming transition or just want to steward your success with purpose, this episode delivers insight, candor, and clarity for the road ahead.