Today we're tackling one of the biggest moments in any owner's career: a liquidity event. Our guest is Brian Odelli, a private wealth advisor who specializes in helping entrepreneurs prepare for—and thrive after—a sale. We'll break down the emotional side of deciding when to sell, how to know if you're financially ready, and how to assemble the right deal team. Then we'll get tactical: pre-sale planning to optimize taxes and protect your family, and post-sale strategy to turn proceeds into a durable plan—one that makes sure you're never poor, funds your lifestyle, and supports your legacy. If you're considering an exit in the next 1–3 years—or you simply want to be prepared—this episode is your playbook. Let's get into it.

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