Bulletproof Entrepreneur Ep.9 - Don Fraser - The Entrepreneur’s Wealth Manager - Insights and inspiration from 30 years of advising business owners.
Don Fraser is something of a legend in the financial planning and wealth management sector – he’s been working with entrepreneurs for well over 30 years and he’s got a deep understanding of not only the financial issues but perhaps more importantly the personal and human ones.
During our conversation, Don explains the vital importance of timing when you’re planning your exit, and the need to be clear on the big question - How Much is Enough?
He explains the actual process that a business owner would go through during the sale transaction and then goes on to share some essential advice for what you should do and essentially what you should definitely not do in the 6 to 12 months after you have exited your business.
He also explains his unique three-part formula to ensure a successful outcome over the short medium and longer term.
Finally, he shares his recommendations for resources and essential reading for any business owner who is a few years away from their business sale.
Full disclosure, Don is a colleague of mine and we’ve worked together for many years.
He’s taught me more than anyone else I know about how to manage and support the unique challenges faced by business owners as they go through this business and life transition.
You’re going to enjoy this one - ladies and gentlemen I give you Mr Don Fraser
(PS this episode was recorded some time ago and I think I’ve improved as an interviewer since then) :-).
Don Fraser - Capital Asset Management
Resources
What Money Can’t Buy - Michael Sandel
How much is Enough? Robert Skidelsky
Travels with Epicurus - Daniel Klein
This podcast is produced by GR Media
Sponsored by Capital Asset Management