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Content provided by Tom Poltersdorf Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Poltersdorf Jr. 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.
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Ep #103: Should I Retire Now? 5 Questions For Business Owners To Decide

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Manage episode 435340361 series 3557963
Content provided by Tom Poltersdorf Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Poltersdorf Jr. 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.

In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through five critical questions to help determine if it's the right time to step away from your business. From assessing your financial readiness and calculating retirement needs to understanding the tax implications and managing post-sale investments, this episode offers a comprehensive roadmap for business owners considering retirement.

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We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

  continue reading

118 episodes

Artwork
iconShare
 
Manage episode 435340361 series 3557963
Content provided by Tom Poltersdorf Jr.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tom Poltersdorf Jr. 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.

In this episode, I address the crucial question many business owners face: "Should I Retire Now?" I walk you through five critical questions to help determine if it's the right time to step away from your business. From assessing your financial readiness and calculating retirement needs to understanding the tax implications and managing post-sale investments, this episode offers a comprehensive roadmap for business owners considering retirement.

-----

We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

  continue reading

118 episodes

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