In this episode, Steven is joined by John Poole, a partner at JPTD and a seasoned veteran when it comes to helping financial advisors get their practices ready and navigate through equity events. John and Steven talk about common misconceptions advisors have about their own numbers and what really drives value in a business. John shares from his extensive experience with real practice transactions to help listeners understand the steps they can take and the areas they need to focus on to maximize their value, whether they are 2 months or 20 years from any kind of equity event. Every business will eventually transition in some way; the key is being intentional along the way.
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Retirement Tax Services Podcast