M&A Talk: #1 Podcast on Selling a Business

Critical Financial and Estate Planning Strategies When Selling Your Business

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Show notes

Thinking of selling your company? What is your plan for the windfall of money you'll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the financial outcome of your sale.

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