• How a Financial Quarterback Guides Business Owners

  • Feb 13 2025
  • Length: 19 mins
  • Podcast

How a Financial Quarterback Guides Business Owners

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  • Summary

  • Successful business exits require planning, just like a great quarterback leads a team to the Super Bowl. Business owners need a clear strategy to maximize value, minimize taxes, and ensure a smooth transition. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Devorak of Discovery Point Wealth Advisors, we talk about financial planning, tax considerations, and the key steps business owners should take to prepare for a successful exit.

    Contact Keith: Osage Advisors, LLC

    osageadvisors.com

    kdee@osageadvisors.com

    860-767-3273
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