Episode description

Thinking of selling your company? What is your plan for the windfall of money you’ll get once you complete the sale? Wealth advisor Jason Gordo discusses seven points to keep in mind as you create a financial plan and a wealth strategy before beginning the sale process. Build the right team of advisors to discuss your post-transaction life plan, set goals, and think about the things you should do to prepare for the financial outcome of your sale.

View the complete show notes for this episode.

Want To Learn More? 

• Allocation of Purchase Price & Taxes When Selling a Business
• Preparing Emotionally for the Closing
• Crossroads: Deciding to Sell Your Business vs. Doubling Down

Additional Resources:

• Selling your business? Schedule a free consultation today.
• Download The Art of The Exit: The Complete Guide to Selling Your Business
• Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue

If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.