Your Business Exit Could Cost You Millions (Unless You Do This)
Автор: David Wagner, CFA®, CPA, CFP®
Загружено: 2026-02-04
Просмотров: 19
Описание:
Want to get in touch? Visit our website and reach us here:
https://www.tidecrestwm.com/contact
In this video, I walk through the exact pre-liquidity checklist I use with business owners who are preparing to sell their companies, and I explain why the biggest financial mistakes often happen after the sale, not during the negotiation.
I break down why getting a formal valuation matters, how to evaluate your tax and estate structure years before the exit, how to build a “day-after” investment plan that protects you from emotional decisions, and why assembling a coordinated team, your CPA, attorney, M&A advisor, and a true financial quarterback is critical for navigating a major liquidity event.
Whether you’re planning to sell in the next 1–5 years or you’re just starting to think about your exit strategy, this video gives you a clear framework for protecting what you’ve built so you can enter the next chapter of your life with clarity and confidence.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
