Business owners often need to grow the value of their business to satisfy their lifestyle post-exit. This can be achieved through thoughtful growth planning.
In this episode, Peter Raskin welcomes Pinnacle Equity Solutions’ John Leonetti to discuss the concept of growth planning. They discuss important considerations for business owners looking to grow their business for their exit and explain why growth planning is not just about maximizing revenue.
In this episode, you will learn:
- What your mental readiness might look like when exiting your business
- Three preparation stages to help you ready for your exit
- How John’s checkers and chess analogy relates to business value growth
- Professionals who can help ready-to-exit business owners
- And more!
Tune in and discover how a strategic growth plan can help you organize and plan a successful business exit!
Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning.
Peter Raskin is a registered representative of Lincoln Financial Advisors.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.