Tom Poltersdorf
Beyond Your Exit Wealth Management
Lebanon, Pennsylvania
Contact
How to contact
717-937-1612
Professional Profile
Call Me When
A business owner wants to exit but they have no Personal Financial Plan and no strategy to turn their proceeds into a sustainable income stream.
Professions
Wealth Manager
Functional Expertise
Financial Modelling
Investments
Risk management
Tax
Life Coaching
Exit/Transition Planning
Business Focus
Helping owners prepare personally and financially for a successful exit and live a life of fulfillment after the sale.
Professional Certification
CFP, CEPA
Transition Planning Certification or Methodology
Exit Planning Institute
Client Industries
Business Services
Manufacturing
Real Estate/Construction
Chapter information
Membership
Philadelphia Individual
Member since
Member for 1 year
News & Knowledge
10 Ways to Increase the Value of Your Business
Here are ten ways to increase the value of your business:
Where 80% of the Value of Your Business Lies
Did you know that 80% or more of your company value lies within four areas of your business? These four areas are called the 4 Intangible Capitals and
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