Ep #135 - I’m Selling My Business and Retiring. What Comes Next? episode artwork

EPISODE · Apr 9, 2025 · 21 MIN

Ep #135 - I’m Selling My Business and Retiring. What Comes Next?

from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group

Business owners are usually a special combination of good planners and good executers. You have to be able to survive the rigors of business ownership! But what happens once you decide to sell your business and retire? It’s almost like surrendering control of your business AND your finances, and that can be really uncomfortable. What are the planning discussions that need to happen, and how do Adam and Ben address these different parts of the plan to help business owners confidently move into retirement? Listen in as they touch on multiple high-level discussions and what business owners could expect from them if they are ready to consider retirement.Ticket # T008852Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Episode metadata supplied by the publisher feed · Published Apr 9, 2025

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Business owners are usually a special combination of good planners and good executers. You have to be able to survive the rigors of business ownership! But what happens once you decide to sell your business and retire? It’s almost like surrendering control of your business AND your finances, and that can be really uncomfortable. What are the planning discussions that need to happen, and how do Adam and Ben address these different parts of the plan to help business owners confidently move into...

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Ep #135 - I’m Selling My Business and Retiring. What Comes Next?

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