Funding Your Retirement With a Business Sale

Scaling Your Business and Wealth PodcastHost: Eric Tashlein, CFP®, CEPA®Episode Summary: Funding Your Retirement With a Business SaleFor many business owners, their company is their largest asset and a key part of their retirement plan. Eric Tashlein explains why a successful business exit requires more than knowing the sale price. He covers retirement needs, business valuation, taxes, payment structures, reducing owner dependence, and preparing for life after the sale.Key Takeaways:Know how much you actually need from the sale to fund retirement.Build a business that can operate without you.Understand taxes, costs, and how and when you will be paid.Reduce your financial dependence on the business before selling.Plan for both the financial and personal transition into retirement.Core Message:The goal isn't simply to sell your business for the highest price. It's to turn the wealth you've spent decades creating into financial independence and the freedom to enjoy your next chapter.Connect with Eric Tashlein, CFP®, CEPA®:📞 203-350-4050🌐 OES Wealth Partners: https://www.oeswealthpartners.com/🔗 LinkedIn: https://www.linkedin.com/in/eric-a-tashlein/Disclosure:Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. OES Wealth Partners, LLC and Cambridge are not affiliated. This podcast is for informational purposes only and should not be considered investment advice.