Joseph LoPresti: How to Exit by Design and Avoid the Entrepreneur's Biggest Mistakes

About Joseph LoPresti:

Joseph LoPresti is the Founder and President of Arlington Wealth Management, where he helps business owners and successful families integrate elite wealth management with proactive business exit strategies. With over 40 years of experience in the financial services industry, Joseph is deeply committed to guiding clients toward their “Freedom Point”—the moment they’ve secured enough wealth to live life on their own terms. Through Arlington’s Virtual Family Office of 75+ experts, he delivers synergistic, advanced planning across investment consulting, tax mitigation, estate planning, and wealth protection.

Joseph believes that a business exit is not just a transaction—it’s a life transition that deserves careful preparation and strategic foresight. His mission is to help entrepreneurs increase business value from a buyer’s perspective, prepare for seamless transitions, and shape legacies they can be proud of. Backed by a proven track record and a passion for empowering others, Joseph ensures his clients are positioned for both financial success and personal freedom.

In this episode, your hosts, Jason and Scott, together with Joseph LoPresti discuss:

• Proactive Pre-Exit Wealth Planning
• Fractional Family Office Strategies
• Coordinating Multiple Business Advisors
• Asset Protection and Business Value
• Financial Literacy and Entrepreneurial Education

Key Takeaways:

• Entrepreneurs often miss opportunities by not planning proactively years before selling their business, which can significantly impact their financial future.
• Advisor coordination prevents costly mistakes, making it essential to have a quarterback who understands the entire financial landscape.
• Wealth preservation goes beyond simple investments, and protecting assets involves understanding liability risks, business value, and creating strategies that safeguard accumulated wealth across multiple dimensions.
• Our education system fails to teach fundamental financial skills, leaving most unprepared to manage their financial futures.
• Fractional family office models now allow entrepreneurs with $5-75 million to access sophisticated wealth management strategies previously reserved for ultra-high-net-worth individuals.

"People aren't natural investors. Our education system just doesn't really cover financial literacy.” — Joseph LoPresti

Grab a copy of Joseph’s book “Exit by Design”

Link: https://www.amazon.com/Exit-Design-Integrating-Management-Proactive

Connect with Joseph LoPresti:  

LinkedIn: https://www.linkedin.com/in/joeloprestiria/ 

Company Website: https://arlington-wealth.com/ 

Connect with Jason and Scott:

Website:     https://henderxcapital.com/masteryourmillions

X (Twitter): @MasterYourMs https://twitter.com/MasterYourMs 

Facebook:  https://www.facebook.com/groups/realestateinvestorsofutah 

Instagram: @henderxcapital https://www.instagram.com/henderxcapital/

          @jasonihenderson https://www.instagram.com/jason.henderson/ 

Email: jasonchem@gmail.com, scott@henderxcapital.com