Get Ready! with Tony Steuer

Get Ready! with Tony Steuer

On the GET READY! Podcast, I’ll be catching up with financial literacy advocates to bring you innovative strategies to be financially prepared. Each month, we’ll discuss the Get Ready Financial Calendar action item to maintain your financial first aid kit. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. I’ll also spotlight leading financial literacy advocates and how their content is improving financial education.... Show More
February 29, 2020 54 min

“Your ownership in the business, the way that you finance your exit, allows you to help that person finance the sale and is an annuity for you.” - Bill Heestand

In this episode, I spoke with Bill Heestand, author of the Ownership Ladder  about how to set up a successful internal business transfer & sale including setting a reasonable valuation. We also discussed how to succeed in the financial services industry and build a successful business.

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Bill is an author, entrepreneur and small business expert. During his thirty-two years as a business owner, Bill grew a company specializing in highly customized retirement, health and welfare benefits and business planning for client companies and their employees.  In 2017 Bill retired and relocated to Texas after closing the internal Ownership Ladder sale of his company. Following more than a year of taking stock, reflection, and fun, Bill created Ownership Ladder to share the mindset and life expertise to help potential intrapreneurs to the life they have been dreaming about. 

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