THE FINANCIAL COMMUTE
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
THE FINANCIAL COMMUTE
What Nobody Tells You Before You Sell Your Business
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Most business owners spend years, sometimes decades, building something remarkable. But when it comes time to exit, the majority aren't prepared for what happens next. According to research from the Exit Planning Institute, 75% of business owners regret selling their business within the first year.
In this episode of Financial Commute, Wealth Advisor Joe Seetoo sits down with host Chris to walk through the exit planning framework Morton Wealth uses with business-owner clients, from protecting against the Five D's to building transferable enterprise value and knowing who you'll be on the Monday after closing day.