How to Maximize a Business Exit – Based on Real Client Results
Автор: Andrew Fallwell CFA, CFP®
Загружено: 2025-05-24
Просмотров: 158
✅https://www.leverwealthmanagement.com/ ... a no pressure intro call.
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Lever Wealth Management is the financial advisor for individuals who scare other financial advisors. We provide full service Wealth Management for inquisitive, detailed, and successful families who are looking for a thought partner on a flat fee basis.
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As a Chartered Financial Analyst Charterholder and Certified Financial Planner, I’ve worked with many business owners to navigate exiting their business. In today’s video, I’ll walk you through the key planning moves I’ve seen make the biggest difference, based on multiple real exits and lessons from clients who were happy with the result.
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DISCLAIMER: These videos are only education. They are not specific tax, legal or investment advice. Before considering acting on anything you see in these videos, first consult with your tax, legal or investment advisor. While the information expressed in these videos is believed to be accurate, neither Andrew Fallwell CFA, CFP® nor Lever Wealth Management, LLC make any guarantees to its accuracy.
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