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Preparing for the “Transaction of a Lifetime”

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Manage episode 450721842 series 75629
Content provided by Monday Morning Radio and Dean Rotbart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Monday Morning Radio and Dean Rotbart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Renita Wolf is an expert on Exit Strategies.

Renita and her firm, Poe Wolf Partners, are renowned for helping founders and mid-market CEOs build better businesses and exit on their terms.

Before founding her firm, Renita spent 25 years holding senior financial and operation positions for companies including Wells Fargo, Hewlett-Packard, Agilent Technologies, and Cray Research.

Whether business owners hope to execute what she describes as “the transaction of a lifetime” in a year, a decade, or even longer, there are concrete steps they should take now to maximize the value of their companies when the time arrives.

Among the topics Renita covers this week are the ways to identify potential buyers for your business, significant tax considerations, and recognizing the best time to move on. As you are about to hear, preparing to sell a business is as much a journey as a destination.

Monday Morning Radio is hosted by the father-son duo of Dean and Maxwell Rotbart.

Photo: Renita Wolf, Poe Wolf PartnersPosted: November 18, 2024 Monday Morning Run Time: 43:41 Episode: 13.23

REGISTER FOR RENITA WOLF’S UPCOMING WEBINARS:

Exit Planning: Close the Value Gap (December 10, 2024) Exit Planning: Assemble Your Advisory Team (January 14, 2025)

THIS WEEK’S ARTICLES OF INTEREST BY DEAN ROTBART

  continue reading

650 episodes

Artwork
iconShare
 
Manage episode 450721842 series 75629
Content provided by Monday Morning Radio and Dean Rotbart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Monday Morning Radio and Dean Rotbart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Renita Wolf is an expert on Exit Strategies.

Renita and her firm, Poe Wolf Partners, are renowned for helping founders and mid-market CEOs build better businesses and exit on their terms.

Before founding her firm, Renita spent 25 years holding senior financial and operation positions for companies including Wells Fargo, Hewlett-Packard, Agilent Technologies, and Cray Research.

Whether business owners hope to execute what she describes as “the transaction of a lifetime” in a year, a decade, or even longer, there are concrete steps they should take now to maximize the value of their companies when the time arrives.

Among the topics Renita covers this week are the ways to identify potential buyers for your business, significant tax considerations, and recognizing the best time to move on. As you are about to hear, preparing to sell a business is as much a journey as a destination.

Monday Morning Radio is hosted by the father-son duo of Dean and Maxwell Rotbart.

Photo: Renita Wolf, Poe Wolf PartnersPosted: November 18, 2024 Monday Morning Run Time: 43:41 Episode: 13.23

REGISTER FOR RENITA WOLF’S UPCOMING WEBINARS:

Exit Planning: Close the Value Gap (December 10, 2024) Exit Planning: Assemble Your Advisory Team (January 14, 2025)

THIS WEEK’S ARTICLES OF INTEREST BY DEAN ROTBART

  continue reading

650 episodes

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