• Ep 12: 7 Steps To Exiting Your Business

  • 2023/01/12
  • 再生時間： 41 分
  • ポッドキャスト

Ep 12: 7 Steps To Exiting Your Business

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Mr. Vincent M. D’Addona, MSFS, ChFC®, CExP®, RICP®, AEP (Distinguished) nominee, is a senior associate at Strategies for Wealth with 38 years of experience providing financial and estate planning, charitable planning, retirement and distribution planning, and investment services to a variety of clients and organizations. Often known as "the experts’ expert," Vince has helped people move closer to their full financial potential. He is nationally known in the Estate Planning and Business Exit Planning front as well as in the macro-economic positioning of life insurance for businesses and individuals. He has spoken on those topics for many industry organizations and has been a frequent main platform and breakout speaker at Guardian conferences. Here is what to expect on this week’s show: ✅ How to craft your business, so it is more sellable. ✅ Why the biggest challenge for business owners is not having an end game to their life. ✅ Tips on getting more value for your business. ✅ The seven steps in exit planning. ✅ What business owners looking to exit should consider. ✅ Interesting conversation on state tax exemption. ✅ The combination of exit planning and estate planning work together.     Contact: Vincent D'Addona MSFS, CLU®, ChFC®, CExP®, RICP®, AEP®   Website: https://www.strategiesforwealth.com/team/vincent-daddona  LinkedIn: https://www.linkedin.com/in/vincedaddona/ Facebook: https://www.facebook.com/StrategiesforWealth/ Company LinkedIn: https://www.linkedin.com/company/strategies-for-wealth/ YouTube: https://www.youtube.com/channel/UCZKYtw_sYasbaq97aeyewfw/featured     #exitplanning #business #businessadvisors #businessplanning   Learn more about your ad choices. Visit megaphone.fm/adchoices
    続きを読む 一部表示

あらすじ・解説

Mr. Vincent M. D’Addona, MSFS, ChFC®, CExP®, RICP®, AEP (Distinguished) nominee, is a senior associate at Strategies for Wealth with 38 years of experience providing financial and estate planning, charitable planning, retirement and distribution planning, and investment services to a variety of clients and organizations. Often known as "the experts’ expert," Vince has helped people move closer to their full financial potential. He is nationally known in the Estate Planning and Business Exit Planning front as well as in the macro-economic positioning of life insurance for businesses and individuals. He has spoken on those topics for many industry organizations and has been a frequent main platform and breakout speaker at Guardian conferences. Here is what to expect on this week’s show: ✅ How to craft your business, so it is more sellable. ✅ Why the biggest challenge for business owners is not having an end game to their life. ✅ Tips on getting more value for your business. ✅ The seven steps in exit planning. ✅ What business owners looking to exit should consider. ✅ Interesting conversation on state tax exemption. ✅ The combination of exit planning and estate planning work together.     Contact: Vincent D'Addona MSFS, CLU®, ChFC®, CExP®, RICP®, AEP®   Website: https://www.strategiesforwealth.com/team/vincent-daddona  LinkedIn: https://www.linkedin.com/in/vincedaddona/ Facebook: https://www.facebook.com/StrategiesforWealth/ Company LinkedIn: https://www.linkedin.com/company/strategies-for-wealth/ YouTube: https://www.youtube.com/channel/UCZKYtw_sYasbaq97aeyewfw/featured     #exitplanning #business #businessadvisors #businessplanning   Learn more about your ad choices. Visit megaphone.fm/adchoices
続きを読む 一部表示

Ep 12: 7 Steps To Exiting Your Businessに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。