Having "no time for my exit strategy" is no longer an excuse. This series is made for time-poor business owners at any stage of their journey. These steps have been fine-tuned over 14 years and helped over 800 business owners extract value at exit.
Whether you've been in the infinite game of business for decades, or you're a start-up seeking capital, now is the time to start.
Every business owner needs to know - with absolute certainty - how to make what you're building into a saleable asset that others will be begging to take over. This short program covers exactly how to extract value at exit to fund your next venture or early retirement.
Just under 10 minutes each day, at your own pace.
Listen on your commute or over a coffee as we cover the foundations you'll need to consider, from systemization, to key person insurance and even what to consider to avoid being stung unfairly by Capital Gains Tax.
In this final episode of Exit Like a Boss, we tackle a topic many business owners might prefer to avoid: estate planning. It's a conversation acknowledging life's certainty - we will all pass away eventually. However uncomfortable it may seem, it's an essential aspect of post-exit planning.
Having successfully exited your business, it's time to ensure a seamless transition of your wealth and assets to your loved ones or beneficiaries. Estate planning isn't just about wills; it encompasses powers of attorney and enduring power of attorneys, addressing situations where you might become incapacitated.
By documenting your wishes, protecting your assets, and setting a clear path for your legacy, you can rest assured that your financial affairs are in order. This isn't a task to be postponed; it's a responsibility to secure your family's future.
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26 Sept 2023
Step 20 Asset Protection
In this Exit Like a Boss episode, we explore the critical topic of asset protection post-exit. You've successfully exited and received your well-earned payout, but the journey isn't over. Now, you face the challenge of safeguarding your assets for the long haul.
Whether you've kept property, investments, or other valuable holdings, it's imperative to have a comprehensive asset protection strategy in place. Blended families, complex ownership structures, and unforeseen risks demand careful planning.
Learn about the role of family trusts, legal agreements, and insurance in securing your wealth. This isn't a DIY endeavor; seek expert advice to ensure your assets remain intact so you can enjoy the fruits of your labor long into the future.
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26 Sept 2023
Step 19 Investment Planning
In this episode, we look into what happens after a successful business exit. You've sold your business, secured a substantial sum, and retired, but new challenges await. With longer life expectancies and retirees often spending more, preserving your wealth is paramount.
Start by defining your financial goals and working closely with experts to develop a tailored investment plan. This isn't a DIY endeavor; professional guidance is essential. While we won't provide specific investment advice, we stress the importance of careful planning and wealth protection.
Ensure your post-exit journey matches your Exit.
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