Welcome to "Secrets to Selling Your Business," where we explore the strategies, challenges, and success stories behind business transitions. The podcast is hosted by Jacob Koenig, a managing director and partner at Woodbridge International. Woodbridge is an atypical mergers & acquisitions firm founded in 1993, which combines collaborative strategies with a laser-pointed focus on their client's success. Woodbridge doesn't just help their clients get the best for their business but helps to transform their lives for the better.
Join industry experts and thought leaders as they share invaluable insights on financial planning and the broader world of business advisory. On the show, Jacob interviews business owners, wealth managers, financial advisors, business lawyers, and life coaches. Gain the knowledge to navigate complexities, achieve financial success, embrace strategic shifts, and prepare to sell your business with no regrets. Get ready for transformative insights and actionable wisdom on your journey to growth and success.
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Welcome to "Secrets to Selling Your Business," where we explore the strategies, challenges, and success stories behind business transitions. The podcast is hosted by Jacob Koenig, a managing director and partner at Woodbridge International. Woodbridge is an atypical mergers & acquisitions firm founded in 1993, which combines collaborative strategies with a laser-pointed focus on their client's success. Woodbridge doesn't just help their clients get the best for their business but helps to transform their lives for the better.
Join industry experts and thought leaders as they share invaluable insights on financial planning and the broader world of business advisory. On the show, Jacob interviews business owners, wealth managers, financial advisors, business lawyers, and life coaches. Gain the knowledge to navigate complexities, achieve financial success, embrace strategic shifts, and prepare to sell your business with no regrets. Get ready for transformative insights and actionable wisdom on your journey to growth and success.
Bonus: Navigating Business Transitions with Expert Guidance
Secrets to Selling Your Business
16 minutes
7 months ago
Bonus: Navigating Business Transitions with Expert Guidance
What steps should business owners take to ensure a smooth transition when selling their businesses?
Kate Hufnagel is a seasoned professional with a solid background in engineering and an extensive 25-year career in big tech, including a tenure as a federal employee at the Central Intelligence Agency. Her perspective on business continuity and digital legacy planning is profoundly shaped by her professional experiences. Hufnagel emphasizes the critical role
of reliable documentation and information storage in a digital format for ensuring operational continuity and security, a lesson she learned during her service at the agency. As the founder of the Digital Wrangler, she leverages her expertise to help solopreneurs and small to medium-sized business owners prepare for potential succession and business sale, focusing on digital aspects such as online accounts and financial records. Her approach is proactive, identifying blind spots in digital legacy planning to ensure a smoother transition and a more confident business owner.
Here’s what to expect this episode:
Having a comprehensive plan in place is crucial for preparing to sell a business
Business owners need to organize digital accounts, formalize succession plans, and implement data security measures when selling their businesses
Consultants play a critical role in guiding owners through the business transition process to ensure a successful outcome
Connect with Kate Hufnagel
https://www.thedigitalwrangler.com/
https://www.linkedin.com/in/kate-hufnagel/
Connect with Jacob Koenig:
https://woodbridgegrp.com/
https://www.linkedin.com/in/jacobkoenig/
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Secrets to Selling Your Business
Welcome to "Secrets to Selling Your Business," where we explore the strategies, challenges, and success stories behind business transitions. The podcast is hosted by Jacob Koenig, a managing director and partner at Woodbridge International. Woodbridge is an atypical mergers & acquisitions firm founded in 1993, which combines collaborative strategies with a laser-pointed focus on their client's success. Woodbridge doesn't just help their clients get the best for their business but helps to transform their lives for the better.
Join industry experts and thought leaders as they share invaluable insights on financial planning and the broader world of business advisory. On the show, Jacob interviews business owners, wealth managers, financial advisors, business lawyers, and life coaches. Gain the knowledge to navigate complexities, achieve financial success, embrace strategic shifts, and prepare to sell your business with no regrets. Get ready for transformative insights and actionable wisdom on your journey to growth and success.
