Sell Your Business At The Highest Price – Joseph LoPresti and Lily Patrascu

Multimillionaire Wealth Manager Shares How To Sell Your Business At The Highest Price – Joseph LoPresti and Lily Patrascu Joseph LoPresti helps entrepreneurs sell their businesses at the highest possible price through strategic pre-sale planning. He emphasizes assessing a company from a buyer’s perspective, improving factors like owner dependency, recurring revenue, and competitive advantage to increase the sellability score. One client’s business value was raised by nearly $5 million, and their personal after-tax cash flow increased by 30% through coordinated planning. Lopresti also addresses customer and supplier concentration, business readiness, and emotional readiness as critical components to avoid seller regret and maximize value. About The Guest Joseph F. LoPresti is the founder and CEO of ClearPath Family Office and Arlington Wealth Management, bringing nearly four decades of experience in wealth advisory. Disillusioned by Wall Street’s sales-driven culture early in his career, Joe developed a proprietary investment methodology focused on wealth preservation, proactive planning, and business exit strategies. Over the past 25+ years, he has helped business owners and families align their personal wealth with business strategy, ensuring financial security and legacy preservation. A dedicated family man and 3rd generation winemaker, Joe has been married for 35 years and has three daughters who share his passion for life and tradition. He is also the co-author of Exit by Design, a blueprint for business owners navigating succession and transition planning. Committed to financial literacy, he has educated investors through radio segments, college courses, and the Investor Education Institute (IEI), empowering others to make informed financial decisions with confidence. For More Info About Phil Masiello, visit: https://www.linkedin.com/in/joeloprestiria Timestamp 0:00 Introduction & Goals 1:06 Selling Your Business Strategy 1:41 Determining Business Sellability 5:11 Optimizing Sellability Score 9:48 Hacks & Strategies 22:46 Case Study 33:06 Networks for Selling Businesses 33:28 Closing & Contacts 33:36 Book Information 33:44 Book Availability and Connectivity 33:55 Closing Remarks About The Host Lily Patrascu is an ultra-creative book publisher and personal brand strategist for thought leaders, CEOs, luxury influencers. As an influencer, bestselling author, copywriter, global speaker, she supports busy entrepreneurs to find their message and share it with millions of people. Feel free to connect with me or find out more about my book publishing/influential entrepreneur events/speaking/ projects here: https://linktr.ee/lilypatrascu & www.lily.global I am launching a few collaborative books: on property wealth strategies, confidence, millionaire secrets, health tools, AI, and seeking influencers with large communities to promote their expertise with the books. I can help you write/ghostwrite and publish your books in 90 days. Message me (Lily) on +447557351222 to collaborate. If you want to be featured on this podcast, and you're a successful entrepreneur able to share about how you grew your company, book your spot here: www.lily.global/podcast - *********************************************************** Getting featured is free. 🎧 Listening is free. But creating this podcast takes time, energy, and resources. If you’d like to support Lily’s mission to inspire people worldwide, contribute here: https://support.lily.global/e/awakenedtitanspodcast Your support keeps the Awakened Titans Podcast alive and growing. *********************************************************** IMPORTANT: Earnings and Legal Disclaimers We don’t believe in get-rich-quick programs or guarantees of specific outcomes. We believe in hard work, adding value, and serving others, and our programs are designed to help you achieve those goals. As stated by law, we cannot and do not make any guarantees regarding your ability to achieve financial results, earn money, or improve your health using our ideas, information, programs, or strategies. Your success depends on your own efforts, skills, and circumstances, which are beyond our control. We are here to support you by sharing our strategies to help you progress, but nothing on this page, any of our websites, videos, marketing materials, or in our emails constitutes a promise or guarantee of future earnings, financial outcomes, or health improvements. Any financial or health-related examples, estimates, projections, or past results referenced are for illustrative purposes only and reflect the views of the hosts and guests. They should not be considered as exact, actual, or assured results. If you have any questions, please contact us at [email protected]. Awakened Titans Podcast - with Lily Patrascu shares mindblowing conversations with influential business titans so you can manifest abundance, love, joy, success, through exponential business growth, innovative products and services, time/money management, property investment, funding, startups, quantum awakening, quantum manifestation, quantum healing, quantum miracles, motivation, high achiever habits and more!