Episode 43 – The Seven Steps of Exit Planning — Part 1

When looking into retirement, business owners have a few extra steps to complete. One thing to consider is if you have created a plan for your business after retirement.

In part one of this mini-series, Tim shares the first two of seven steps when planning for retirement as a business owner. He recounts the process he follows with clients and important ideas all business owners should be thinking about.

In this episode, you will learn:

• Why small business owners may want to sell
• What SWOT stands for
• The importance of establishing goals
• The benefits of reviewing the process before spending your money
• And more!

Tune in now to find out what you need to think about when planning retirement.

Resources: HighTower Great Lakes