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What Every Business Owner Should Know Before Selling
In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson & Linwood Fraher of Martin Wealth Solutions unpack the five biggest ideas every business owner should understand before selling their company.
Selling a business is often the largest financial event in an owner’s lifetime — and Sam & Linwood break down the critical steps, timing considerations, tax implications, emotional dynamics, and planning strategies that can dramatically impact the final outcome.
They discuss how to prepare your business for sale, what buyers really look for, how to protect your financial future after the sale, and why planning years in advance leads to fewer regrets and a better result. Whether you're thinking about selling soon or someday, this episode offers a practical and realistic roadmap.
http://retirewithmartin.com/ ← Learn about working with us
www.planwellretirehappy.com
Episode Breakdown
00:00 – Introduction: Why selling a business is such a major life event
The 5 Key Ideas Behind Selling a Business
01:42 – 1. Preparing early: Having a timeline
07:19 – 2. Having a team of professionals to assist
14:13 – 3. Valuation of Your Business
17:48 – 4. Taxes - A Big Consideration
22:02 – 5. Consultation with a Financial Planner
29:58 – Final advice from Sam & Linwood
Disclaimer
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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By Sam Benson & Linwood FraherIn this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson & Linwood Fraher of Martin Wealth Solutions unpack the five biggest ideas every business owner should understand before selling their company.
Selling a business is often the largest financial event in an owner’s lifetime — and Sam & Linwood break down the critical steps, timing considerations, tax implications, emotional dynamics, and planning strategies that can dramatically impact the final outcome.
They discuss how to prepare your business for sale, what buyers really look for, how to protect your financial future after the sale, and why planning years in advance leads to fewer regrets and a better result. Whether you're thinking about selling soon or someday, this episode offers a practical and realistic roadmap.
http://retirewithmartin.com/ ← Learn about working with us
www.planwellretirehappy.com
Episode Breakdown
00:00 – Introduction: Why selling a business is such a major life event
The 5 Key Ideas Behind Selling a Business
01:42 – 1. Preparing early: Having a timeline
07:19 – 2. Having a team of professionals to assist
14:13 – 3. Valuation of Your Business
17:48 – 4. Taxes - A Big Consideration
22:02 – 5. Consultation with a Financial Planner
29:58 – Final advice from Sam & Linwood
Disclaimer
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.