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Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

Are you a business owner looking to build wealth and lower your tax bill? In this episode, we break down everything you need to know about setting up a 401(k) retirement plan for small businesses — including how to choose between a Traditional 401(k) and Safe Harbor 401(k).

You’ll learn how to leverage the 2025 contribution limits, automate your savings strategy, and avoid costly mistakes with the help of a Third-Party Administrator (TPA).

Key Topics Covered:

• Common myths about 401(k) plans for entrepreneurs and small business owners

• Safe Harbor 401(k) vs Traditional 401(k): pros, cons, and compliance differences

• 2025 401(k) contribution limits and how to maximize them

• The role of TPAs in managing and optimizing your plan

• How to automate your retirement investing strategy

Whether you're a solo entrepreneur or have a growing team, this episode is your guide to creating a tax-advantaged retirement plan that helps secure your financial future — without relying solely on selling your business.

Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook

Thinking about selling your HVAC business? Here are the 4 things buyers are looking for before they'll pay top dollar. Most owners leave hundreds of thousands of dollars on the table simply because they don’t know what buyers are really looking for.

In this video, I’ll break down the 4 proven strategies that can help you sell your HVAC company for maximum profit and avoid the mistakes that destroy deals.

You’ll learn:

• Why "getting out of the van" can double your sale price
• How maintenance agreements boost your business valuation
• The truth about clean financials and why they matter
• Why most buyers avoid businesses focused on new construction

Whether you’re planning to sell soon or just want to build a more valuable HVAC business, this episode will help you create an exit strategy that actually pays off.

Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook

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If you’re a business owner in your 50s or 60s thinking about selling your company, this is for you. After working with tons of business owners as a Certified Financial Planner and Exit Planning Advisor, I’ve seen a pattern. People hit retirement and suddenly wish they had made a few key moves way earlier.

Today I’m sharing the top 5 things business owners consistently tell me they wish they’d done at 60, so you don’t make the same mistakes.

Here’s what we’ll cover:

• Why guessing your business value could cost you millions
• How saving outside your business gives you way more flexibility
• The tax planning moves that can save you a fortune (but take years to set up)
• What to do now so you don’t feel lost after you sell
• How to avoid family drama by getting everyone on the same page early

Selling your business is a big deal, financially and emotionally. These lessons come straight from the real-life experiences of other owners who’ve been through it.

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Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook

Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

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A lot of business owners dream about selling their business and retiring, but not everyone is truly ready. In this video, I’ll walk you through 7 critical questions to determine if you’re prepared for a smooth and profitable exit.

If you can confidently say YES to all of these, you’re on the right track. If not, don’t worry, I’ll provide actionable insights on what you can do next!

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Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

Get the Free Exit & Succession Guide: https://beyondyourexitwm.com/exit-succession-ebook

Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

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Mark sold his business at 60 and walked away with $850,000. A year later, he was filled with regret.

Why?

Because like many business owners, he didn’t plan beyond the sale. In this episode, I walk you through the four major pitfalls that caused Mark's retirement to unravel and how you can avoid the same costly mistakes.

Whether you're planning to exit in one year or five, understanding these critical areas could save you from a million-dollar mistake.

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Are you ready to sell your business and retire? Get your free assessment: https://beyondyourexitwm.com/free-readiness-assessment

Many business owners go broke after selling because they underestimate taxes, overspend without a plan, and fail to invest wisely leading to financial regret and instability. In this episode, we break down the five biggest exit planning mistakes and reveal strategies to protect and grow your wealth after selling your business.

Take the first step by getting your Free Readiness Assessment.

👉 Get Your Free Readiness Assessment!

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WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

Selling your business is one of the most significant decisions you'll make as a business owner, whether you’re retiring, transitioning to new leadership, or planning to sell your business.

Listen in and learn:

• The three components of your exit readiness

• Essential steps to prepare your business for sale

• Strategies to maximize the financial and personal benefits of your exit

Take the first step by getting your Free Readiness Assessment.

👉 Get Your Free Readiness Assessment!

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.