Owner Life & Legacy

Exiting Owners are Still Needed in Society After the Sale

Michelle Fritsch

Propel Comprehensive Wellness 3 months ago

Preparing to Exit? We need YOU! You are uniquely able to make a real difference. Consider your skills. In your career, how often

Oct 3, 2025 1 min read Charlotte Advisor Resource

Business Value Transfer

How to Exit Your Business on Your Terms with Paul Cronin “Retirement Unlocked” podcast

Paul Cronin

Touchstone Advisors

4 months ago

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

Sep 18, 2025 1 min read Greater Boston

Practice Tips

The Psychology of Exiting – a 15 minute introductory video about how to talk with clients about this transition

Larry Gard

Done With Work Retirement Coaching and Consulting

11 months ago

Exit planning professionals know that the process of leaving one’s work can stir up a host of emotions, and it’s important to know how

Feb 17, 2025 1 min read Chicago

Owner Life & Legacy

How a Smart Roth Conversion Strategy Can Build Tax-Free Generational Wealth

Billy Amberg

Bloomwood

11 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb7-roth-conversion-for-business-owner-results-in-multi/id1778522619?i=1000691465657 Click here to talk to Bloomwood about your finances. Welcome to another episode of the World Breakdown

Feb 12, 2025 4 min read Atlanta

Owner Life & Legacy

Delaware Statutory Trusts (DSTs): A Deep Dive into Real Estate Investing for Passive Income and Tax Benefits

Billy Amberg

Bloomwood

11 months ago

Listen to this post as a podcast: https://podcasts.apple.com/us/podcast/wb6-dsts-vs-traditional-1031-exchanges/id1778522619?i=1000690958352 Click here to talk to Bloomwood about your finances. A Delaware Statutory Trust (DST) is a legally

Feb 10, 2025 11 min read Atlanta

Owner Life & Legacy

Life After the Sale

Michelle Fritsch

Propel Comprehensive Wellness 11 months ago

We know that a way higher-than-acceptable percent of those who sell their company have many regrets a year later. A piece of that is

Feb 4, 2025 1 min read Charlotte Advisor Resource

Owner Life & Legacy

When health delays or stops the sale

Michelle Fritsch

Propel Comprehensive Wellness 1 year ago

You have been working on the transaction for months. The business has gotten healthy with great valuation increase. Now is the time to get

Sep 10, 2024 1 min read Charlotte Advisor Resource

Owner Life & Legacy

Retiring as a Couple: Strategies for Writing Your Next Chapter Together

Larry Gard

Done With Work Retirement Coaching and Consulting

1 year ago

There’s an old joke about a couple who were celebrating their 50th anniversary. When asked about the secret to their long marriage the husband

Aug 5, 2024 8 min read Chicago

Practice Tips

A Dozen Questions to Begin the Exit Planning Discussion

Larry Gard

Done With Work Retirement Coaching and Consulting

1 year ago

As an advisor, your role is to help clients prepare to exit their business, yet many people resist thinking about the future because it

Jul 26, 2024 3 min read Chicago

Owner Life & Legacy

Avoiding Boredom In Retirement

Larry Gard

Done With Work Retirement Coaching and Consulting

2 years ago

One of the most common concerns I hear about retirement is the fear of being bored. Given the weeks, months, and years ahead that

Dec 1, 2023 3 min read Chicago

Owner Life & Legacy

Six Psychological Hurdles When Planning an Exit

Larry Gard

Done With Work Retirement Coaching and Consulting

2 years ago

Just because you run a successful business doesn’t necessarily mean that you will exit from it successfully. Planning can increase the odds that you

Sep 1, 2023 6 min read Chicago

Business Value Transfer

Buyer and Seller Goals eventually must align when selling a business – but it may not start out that way

Paul Cronin

Touchstone Advisors

2 years ago

It seems intuitive: a deal requires compromise. Sellers and buyers each have their own goals (some more realistic than others) and should come together,

Aug 15, 2023 2 min read Greater Boston

Owner Life & Legacy

Curious about how pre-retirement coaching can help you?

Larry Gard

Done With Work Retirement Coaching and Consulting

2 years ago

Pre-retirement coaching is designed to help late career professionals and business owners sort through the head and heart side of the retirement transition. For

Jun 28, 2023 1 min read Chicago

Owner Life & Legacy

Accomplishment and Pride vs. Unfinished Business

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

For many of us, work is a primary source of accomplishment and pride. Throughout the course of our career, we point to projects completed,

Nov 11, 2022 2 min read Chicago

Owner Life & Legacy

Five things you tell yourself . . . that prevent you from properly preparing for retirement

Larry Gard

Done With Work Retirement Coaching and Consulting

3 years ago

There is something I’ve noticed when people tell me about their first year of retirement. Occasionally they will mention adjusting to living on a

Sep 16, 2022 5 min read Chicago

Retirement

Exiting Owners are Still Needed in Society After the Sale

How to Exit Your Business on Your Terms with Paul Cronin “Retirement Unlocked” podcast

The Psychology of Exiting – a 15 minute introductory video about how to talk with clients about this transition

How a Smart Roth Conversion Strategy Can Build Tax-Free Generational Wealth

Delaware Statutory Trusts (DSTs): A Deep Dive into Real Estate Investing for Passive Income and Tax Benefits

Life After the Sale

When health delays or stops the sale

Retiring as a Couple: Strategies for Writing Your Next Chapter Together

A Dozen Questions to Begin the Exit Planning Discussion

Avoiding Boredom In Retirement

Six Psychological Hurdles When Planning an Exit

Buyer and Seller Goals eventually must align when selling a business – but it may not start out that way

Curious about how pre-retirement coaching can help you?

Accomplishment and Pride vs. Unfinished Business

Five things you tell yourself . . . that prevent you from properly preparing for retirement

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