For New Sellers: Maximizing Happiness in Retirement -- A Holistic Approach to Business Exit Planning

View the complete show notes for this episode.

Thinking about retirement is different for a business owner. You want to ensure you continue living life with purpose and intent to make sure you are happy once you sell your business. Expert Elliot Kellen discusses how to avoid the vacuum that occurs after you sell your business. He offers strategies for clarifying your goals and vision for retirement to guide financial decisions, the components of an action plan, and putting together a team of advisors to help achieve a successful sale and retirement.

What you’ll learn

• Exit Planning: The decision-making process for using the proceeds from selling your business.
• Retirement Plans: Consider what you want to do once you sell your company, from personal plans to leaving a legacy to charitable efforts.
• Action Plan: Learn the steps to take after you have defined your goals and are ready to put your money to work.
• Wealth Management: Tips for selecting the right team of advisors to assist throughout the sale process and tax planning for a business owner.

Want More? Related Resources:

• M&A Basics | Why Do Business Owners Sell Their Business?
• Business Exit Plan & Strategy Checklist | A Complete Guide
• Should I Sell My Business?

Additional Resources:

• Planning to sell your business? Schedule a free consultation today.
• Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business, Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue, and Food and Beverage M&A: An Insider’s Guide to Selling a Food or Beverage Manufacturing, Distribution, or Grocery Business.
• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal

Listen to Other Episodes:

• Will Selling Your Business Make You Happy? with Marco Robert
• Why Don’t Most Business Owners Plan Their Sale? with Wendy Dickinson
• What To Consider When Timing the Sale of Your Company with Dan Shea