As a business owner and entrepreneur, a disciplined approach to investing is absolutely essential. It's not just about your investment portfolio or 401k. It extends to every investment opportunity, including private equity and real estate. In this episode, we're going to unveil the secrets of disciplined investing, covering key topics such as: Decoding the significance of a target allocation and how it empowers you to make informed investment decisions Assessing the role of target allocation in determining your participation in new deals Exploring the components that constitute a robust target allocation strategy Discovering how streamlined external investments effectively manage risk and secure your business   -----   We help business owners: → Understand the complexity of navigating a business transition → Assess their level of preparedness from a financial, tax, and legal perspective → Plan for the next chapter of their life 👉 Get Your Free Readiness Assessment!    -----   WANT MORE BUSINESS PLANNING TIPS? Subscribe to the Business Exit Success Newsletter. As a thank you, you'll receive a copy of The Freedom Point: A Financial Planning Guide for Business Owners. Click here to subscribe and grab your free guide.      

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