What Business Owners Don’t Know About Exit Planning
Автор: The Ins and Outs of Selling a Business Podcast
Загружено: 2025-02-27
Просмотров: 7680
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Successful business sales don’t end at the closing table—what happens next is just as important. Business owners need a clear strategy to manage their wealth, avoid seller’s remorse, and plan for long-term financial security. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Dvorak of Discovery Point Wealth Advisors, we talk about post-sale transitions, wealth management, and the critical steps to ensure a successful transaction.
#mergersandacquisitions #investmentbanking #sellyourbusiness #podcast
Contact Keith: Osage Advisors, LLC
osageadvisors.com
[email protected]
860-767-3273
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Keith is President of Osage Advisors, with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses.
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