7 Questions to Know if You Should Sell Your Business and Retire
Автор: Tom Poltersdorf Jr, CFP®
Загружено: 2025-04-14
Просмотров: 177
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In this video, I walk you through 7 essential questions every business owner needs to answer before exiting their company. If you can confidently say YES to all 7, you’re in a great position to sell and enjoy retirement. If not, I’ll show you exactly what to focus on next.
As a Certified Financial Planner and founder of Beyond Your Exit Wealth Management, I help business owners plan for a stress-free retirement after selling their business.
In this video, you'll learn:
How to know if it’s the right time to sell your business
Why having a clear exit strategy is critical
How to calculate the real amount of money you need to retire comfortably
Common mistakes business owners make when selling
What to do after selling so you don’t feel lost
How to build your dream retirement plan
And why having the right team around you changes everything
00:00 Start Here
00:34 When should you sell and retire from your business?
01:43 Have you decided on the best way to sell your business?
03:02 How much money do you need to retire?
04:21 Where will the money come from?
06:30 What about problems that come up before selling your business?
07:44 Do you know what you want to do next?
08:54 Do you have the right people helping you with your exit plan?
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⚠️DISCLAIMER⚠️
This is not financial or investment advice. This Channel is meant for EDUCATIONAL AND ENTERTAINMENT purposes only. None of this is intended to be construed as investment advice. It's for entertainment purposes only.

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