Mike Benedict

Mike Benedict, a seasoned business transition advisor at BOK Financial with 26 years as a wealth advisor, shares expert insights on preparing business owners for successful exits. He highlights the importance of a quality earnings review to stage businesses like homes for sale. Discussing realistic valuations, he stresses the need for strong financials and a solid management team to attract buyers. Tax strategies also play a critical role, minimizing capital gains to enhance sales proceeds. This conversation is a must-listen for anyone considering an ownership transition!