In this episode of Poised for Exit, Jon Marquet from Trust Point shares invaluable insights into the essential strategies for a successful business exit. As an expert in retirement planning and business transitions, Jon provides expert advice on what business owners need to consider as they approach one of the biggest decisions of their careers.
Jon discusses the importance of early and comprehensive financial planning to ensure a smooth exit, covering everything from trust & estate planning to reducing tax burdens and aligning personal financial goals with business goals. He emphasizes how business owners can benefit from understanding and implementing specific trust instruments, as well as preparing for life after the exit.
The conversation also touches on strategies for business owners to get their businesses and themselves ready for a sale or transition, ensuring they not only achieve financial success but also prepare for a fulfilling post-exit life.
If you’re a business owner planning to exit or simply want to ensure you’re on the right path, this episode is for you!
🔗Find Trust Point Inc. here: jmarquet@trustpointinc.com
📧 Find Jon Marquet here: www.trustpointinc.com
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor
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