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Business Exit Success
Tom Poltersdorf Jr.
118 episodes
1 week ago
A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successfully exit your business on your terms. Tune in weekly for new episodes to gain the knowledge and actionable steps to help you map out your successful business exit strategy.
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Entrepreneurship
Business,
Investing
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All content for Business Exit Success is the property of Tom Poltersdorf Jr. and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successfully exit your business on your terms. Tune in weekly for new episodes to gain the knowledge and actionable steps to help you map out your successful business exit strategy.
Show more...
Entrepreneurship
Business,
Investing
Episodes (20/118)
Business Exit Success
Ep #118: 401(k) for Business Owners Explained: Traditional vs Safe Harbor, Contribution Limits, and Common Myths
6 months ago
14 minutes 55 seconds

Business Exit Success
Ep #117: Selling Your HVAC Business? Buyers Want These 4 Things to Pay Top Dollar
6 months ago
10 minutes 54 seconds

Business Exit Success
Ep #116: Five Changes Business Owners Wish They Made At Age 60
7 months ago
10 minutes 26 seconds

Business Exit Success
Ep #115: Sell Your Business and Retire if You Answer YES to These 7 Questions
7 months ago
11 minutes 25 seconds

Business Exit Success
Ep #114: Business Owner Retired at 60 with $850k and Regretted It. Here's Why.
7 months ago
12 minutes 10 seconds

Business Exit Success
Ep #113: Why Business Owners Go Broke After Selling (5 Exit Planning Mistakes)
9 months ago
11 minutes 20 seconds

Business Exit Success
Ep #112: Exit Planning Masterclass: How to Unlock the Wealth In Your Business (Strategic Planning for Business Owners)
9 months ago
28 minutes 16 seconds

Business Exit Success
Ep #111: Unlocking The Freedom Point: How to Exit Your Business and Achieve Financial Independence
9 months ago
6 minutes 51 seconds

Business Exit Success
Ep #110: 6 Reasons To Retire As Soon As Possible
1 year ago
9 minutes 30 seconds

Business Exit Success
Ep #109: 401K Loans: The Pros, Cons, And Major Risks To Avoid
1 year ago
7 minutes 14 seconds

Business Exit Success
Ep #108: "I Have Nothing Saved For Retirement" - Top 10 Recommendations
1 year ago
9 minutes 51 seconds

Business Exit Success
Ep #107: The Hidden Dangers of Borrowing from Your 401k: What You Need To Know
1 year ago
6 minutes 19 seconds

Business Exit Success
Ep #106: Maximizing Your 401k to Build Wealth and Offset Retirement Risk
1 year ago
8 minutes 20 seconds

Business Exit Success
Ep #105: 5 Strategies To Thrive When The Market Is Soaring
1 year ago
8 minutes 6 seconds

Business Exit Success
Ep #104: Never Retire: Redefining What's Next After Exiting Your Business
1 year ago
6 minutes 18 seconds

Business Exit Success
Ep #103: Should I Retire Now? 5 Questions For Business Owners To Decide
1 year ago
6 minutes 53 seconds

Business Exit Success
Ep #102: 6 Strategies to Thrive When the Market Crashes
1 year ago
5 minutes 45 seconds

Business Exit Success
Ep #101: The Critical Number Everyone Gets Wrong When Selling Their Business
1 year ago
5 minutes 34 seconds

Business Exit Success
Ep #100: A Proven Investment Strategy for 99% of People
1 year ago
8 minutes 23 seconds

Business Exit Success
Ep #099: Top 3 Investing Mistakes I Avoid To Make More Money
1 year ago
8 minutes 15 seconds

Business Exit Success
A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successfully exit your business on your terms. Tune in weekly for new episodes to gain the knowledge and actionable steps to help you map out your successful business exit strategy.