Good Financial Reads: Exit Planning as a Small Business Owner

Exit Planning as a Small Business Owner

Business Exit Planning With Scott Snider

by Grant Bledsoe, Three Oaks Wealth

Many business owners eventually come to the point where they will be moving on from the business they passionately built over the years, and having a good exit strategy will help them navigate this important and intimate event in their journey of entrepreneurship. This week on Grow Money Business, we have a distinguished guest, Scott Snider, the President and the co-owner of the Exit Planning Institute (EPI)Scott is an industry leader, growth expert, and entrepreneur. Throughout the episode, he discusses how he assists company owners in developing substantial businesses while also aligning their own financial objectives and personal purposes. He also explains several vital factors that every business owner should consider when exiting their company. 

[Watch the Video]

 

Navigating Family Business Successions With Stephen Shortt

by Grant Bledsoe, Three Oaks Wealth

A lack of succession planning can have disastrous consequences for a business, especially when your business is family owned and operated. This week on Grow Money Business, Stephen Shortt, an expert in family business succession planning, is joining us to share his experience and wisdom. Stephen has worked in his two-family businesses for most of his adult life and childhood, and as a result, he is familiar with the ups and downs associated with transitioning between generations. Throughout the episode, he delves into the framework needed to navigate family business successions successfully. 

[Watch the Video]

 

A Top M&A Advisor's Perspective on Growing and Selling Your Business

by Grant Bledsoe, Three Oaks Wealth

An exit strategy is a key aspect in a business owner’s journey. However, the majority of business owners do not consider their exit strategy until it is too late. On today’s episode of Grow Money Business, our guest is Michelle Seiler Tucker, a mergers and acquisitions specialist. She has over two decades of experience in the industry, and in that time, has assisted in selling over 500 businesses. Michelle not only aids business owners in the sale of their companies but also helps entrepreneurs and investors in acquiring businesses. Throughout the episode, Michelle imparts some of her wisdom she has accumulated over the years on growing and selling businesses.

[Watch the Video]

 

Leveraging Mindset to Build and Sell Businesses With Dominic Rubino

by Grant Bledsoe, Three Oaks Wealth

Regardless of what profession or industry we’re in, our mindset is a crucial factor that defines growth. Today’s podcast deviates slightly from the norm in terms of technical content and delves deeper into the philosophical domain. Our guest, Dominic Rubino, is an entrepreneur with a unique background. Dominic has worked in various enterprises and is now a coach, supporting employees in the construction industry in developing a positive attitude and increasing profits. Throughout the episode, he shares his expertise and experience on aligning your business activities with your personal life and creating the life you desire through your business operations. 

[Watch the Video]


Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

Good Financial Reads: Leaving a Financial Legacy (Part Two) Good Financial Reads: Leaving a Financial Legacy (Part Two)
7 Financial Priorities for New Parents 7 Financial Priorities for New Parents
Good Financial Reads: Choosing a College Savings Plan Good Financial Reads: Choosing a College Savings Plan
6 Steps To Improve Money Conversations With Your Partner 6 Steps To Improve Money Conversations With Your Partner
Good Financial Reads: Advice for Small Business Owners Good Financial Reads: Advice for Small Business Owners

Subscribe to Email Updates