You’ve built a business with care, grit, and vision. But what happens when the finish line is in sight and you realize you’re not ready to cross it?
For business owners nearing retirement, the decision to sell is about far more than spreadsheets and valuations. It’s personal. It’s strategic. And it can be overwhelming.
In this episode of Retirement Unlocked, Larry Heller sits down with Paul Cronin, a seasoned entrepreneur and M&A advisor with Touchstone Advisors, to walk through how and when to start planning for your exit, on your terms.
What you can expect from this release:
- The real (and often underestimated) timeline for selling a business
- Why your business must be ready to sell before you are
- The “Holy Trinity” of trusted advisors to involve early
- Common mistakes that derail deals and how to avoid them
- And more!
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