The Wealth Stream Podcast

As a business owner, there are plenty of things you need to keep in mind to run your business smoothly. As a result, your exit plan can often go untouched. Tim lists 10 things to think about so that when it comes time to retire, the transition of your business will run smoothly. 

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Tim speaks out about what he means when he says 'freedom point' and why it's important in retirement. Tim helps you understand why knowing your freedom point is important and some things that you might want to know to reach this point.

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Tim discusses how raising your business as if it were your own child can maximize your value for your exit plan. Tim discusses how having the mentality of raising your business like your child will lead to you being more prepared to exit, and so will your business.

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Tim introduces us to the Switzerland Discount, detailing three things business owners should not be overly reliant on, including a key employee, or a key supplier can be problematic, especially when it comes time to exit your business.

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Tim shares eight things you can do to create a product out of your services. Many people are shopping online and prefer not to go in-store, creating a product that consumers can take home could be great for small businesses.

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Tim looks at reasons for why business owners choose to exit, their personal motivations, whether there’s an event that inspires it, or it’s just their time to leave. Tim looks at how these choices affect the sale price.

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Tim outlines five key mistakes people make trying to protect and ensure their art collection. Tim highlights the importance of seeking an expert and going through a checklist that will help you avoid these mistakes.

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

In this episode, Tim aims to help the sandwich generation manage the financial situations of both their family and their parents. Tim lays out five key areas for people in this generation to consider while managing their situation.

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Tim is joined by guest Laurie Barkman, founder of SmallDotBig to discuss growth through acquisitions as a means of succession and exit planning for business owners. Laurie shares her recommendations and insights into what makes a successful business acquisition.

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Tim and guest, Keith Wolak, CPA at Hoeppner Wagner & Evans LLP have a conversation around special needs trusts. Keith speaks about both trusts and special needs trusts, and examines the risks and benefits of each and how they work.

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.