Ep #013: How to Save and Invest Outside of Your Business Business Exit Success

If you rely on the value of your business to pay for your retirement, you may end up with a lot less money for your golden years than you initially thought. This could come down to your business not being as valuable as you thought, poor bookkeeping or many other things. This is why it is important to find the right balance between your company assets and diversified investments outside of your business. How do you go about growing your wealth outside of your business? In this episode, Tom will share the basics of saving and investing so you can rely on having stability in your financial future.
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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
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