Wealth Planning for Business Owners

23/09/2020 28 min
Wealth Planning for Business Owners

Listen "Wealth Planning for Business Owners"

Episode Synopsis

SYM senior financial advisor and principal Seth Whicker discusses the unique needs of business owners.  Topics include succession planning, buy/sell arrangements, retirement preparation and provisions for death or disability.  This podcast answers questions such as:  When should I sell my business? How do I sell my business? What is a business valuation? What do I need to know about succession planning? _____________________________________ Sym Financial Advisors https://www.sym.com 9100 Keystone Crossing #560, Indianapolis, IN 46240 (800) 888-7968 https://g.page/sym-financial-advisors-in?share 414 Townsend St # 202, Midland, MI 48640 (989) 631-0244 https://g.page/sym-financial-advisors-midland?share 4215 Edison Lakes Pkwy Suite 320, Mishawaka, IN 46545 (574) 287-0035 https://g.page/sym-financial-advisors-mishawaka?gm 7030 Pointe Inverness Way #100, Fort Wayne, IN 46804 (260) 387-6822 https://g.page/sym-financial-fort-wayne?share 801 Park Ave, Winona Lake, IN 46590 (574) 267-2300 https://g.page/sym-financial-advisors-winona?gm

More episodes of the podcast SYM Financial Advisors Podcast