Ep #116: Five Changes Business Owners Wish They Made At Age 60

02/04/2025 10 min
Ep #116: Five Changes Business Owners Wish They Made At Age 60

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Episode Synopsis

Do you need help planning your retirement? → See How We Can Help How ready are you to retire? → Get Your Retirement Readiness Score Watch our Free Retirement Planning videos If you're a business owner in your 50s or 60s thinking about selling your company, this is for you. After working with tons of business owners as a Certified Financial Planner and Exit Planning Advisor, I've seen a pattern. People hit retirement and suddenly wish they had made a few key moves way earlier. Today I'm sharing the top 5 things business owners consistently tell me they wish they'd done at 60, so you don't make the same mistakes. Here's what we'll cover: Why guessing your business value could cost you millions How saving outside your business gives you way more flexibility  The tax planning moves that can save you a fortune (but take years to set up)  What to do now so you don't feel lost after you sell  How to avoid family drama by getting everyone on the same page early Selling your business is a big deal, financially and emotionally. These lessons come straight from the real-life experiences of other owners who've been through it.

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