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Caffeine And Cash Flow with Michael Schulte

Welcome to the Saving The American Dream Podcast with Financial Advisor Michael Schulte of WestPac Wealth Partners. Are taxes, market volatility, inflation and other risks threatening your pursuit of the American Dream? If you need help planning how to tackle these financial headwinds, then this is the show for you!

With pensions disappearing, the American Dream is harder than ever to achieve. We're on our own to successfully plan for our financial futures. That's why it's so important to make wise decisions with your financial plan and as you get older those decisions become more and more critical.

New episodes bi-weekly. Visit our website for show notes, resources, more information and to contact Michael at SavingTheAmericanDreamPodcast.com. Or call 702-767-4897.

  1. All Episodes
  2. Ep 47: 7 Steps for Planning to Sell a Business

Ep 47: 7 Steps for Planning to Sell a Business

Dec 15, 2022

We work with a lot of business owners, and a common question we get is about creating an exit plan for when they want to retire or sell their business. This type of financial planning often gets overlooked, but it is so crucial to get right.

There’s not a lot of planning in the financial services industry around selling your company. That’s unfortunate, because it’s typically the biggest asset on a client’s balance sheet. Today, we are here to help with this important topic.

 

On this episode, we’ll share:

  • How to figure out what goals you should have for exiting your business. (2:18)
  • How to quantify your available resources. (5:43)
  • How to focus on your business value. (9:00)

Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.

More Information: http://savingtheamericandreampodcast.com