Decision Point - E18: Exit with Precision; The Art of Wealth Planning with Matt Borowski

In Season 3, we bring you another exciting episode, this time featuring Matt Borowski, Senior Wealth Manager and Partner at True North Advisors. With vast experience in the world of wealth management, Matt takes us on a journey through a critical topic for business owners: exit strategies.

In this engaging conversation, Matt emphasizing the importance of a well-thought-out exit plan. He cautions against common pitfalls, such as hasty decisions and overlooking the post-sale phase, and provides expert advice on effective wealth planning during these significant business transitions.

One of the key takeaways – start early! Matt stresses that preparing for an exit should begin at least 1-2 years before any potential transaction takes place. It's a process that demands careful consideration and expert guidance.

Join us as we delve into this vital discussion with Matt Borowski, where sophistication meets practicality, offering business owners valuable insights into strategic wealth planning and setting the stage for a prosperous life beyond the exit.