• How a Financial Quarterback Guides Business Owners

  • 2025/02/13
  • 再生時間： 19 分
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How a Financial Quarterback Guides Business Owners

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  • Successful business exits require planning, just like a great quarterback leads a team to the Super Bowl. Business owners need a clear strategy to maximize value, minimize taxes, and ensure a smooth transition. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Devorak of Discovery Point Wealth Advisors, we talk about financial planning, tax considerations, and the key steps business owners should take to prepare for a successful exit.

    Contact Keith: Osage Advisors, LLC

    osageadvisors.com

    kdee@osageadvisors.com

    860-767-3273
    続きを読む 一部表示

あらすじ・解説

Successful business exits require planning, just like a great quarterback leads a team to the Super Bowl. Business owners need a clear strategy to maximize value, minimize taxes, and ensure a smooth transition. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Devorak of Discovery Point Wealth Advisors, we talk about financial planning, tax considerations, and the key steps business owners should take to prepare for a successful exit.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273
続きを読む 一部表示
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