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Episode 43 – The Seven Steps of Exit Planning — Part 1

Episode 43 – The Seven Steps of Exit Planning — Part 1

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When looking into retirement, business owners have a few extra steps to complete. One thing to consider is if you have created a plan for your business after retirement.

In part one of this mini-series, Tim shares the first two of seven steps when planning for retirement as a business owner. He recounts the process he follows with clients and important ideas all business owners should be thinking about.

In this episode, you will learn:

  • Why small business owners may want to sell
  • What SWOT stands for
  • The importance of establishing goals
  • The benefits of reviewing the process before spending your money
  • And more!

Tune in now to find out what you need to think about when planning retirement.

Resources:  HighTower Great Lakes

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