• [MBV Playbook] Ch. 59 — Hire a Financial Advisor or Wealth Management Firm (#219)

  • 2024/08/01
  • 再生時間: 7 分
  • ポッドキャスト

[MBV Playbook] Ch. 59 — Hire a Financial Advisor or Wealth Management Firm (#219)

  • サマリー

  • In this week's episode of "Maximize Business Value," Tom discusses the importance of hiring a financial advisor or wealth management firm. Discover why waiting until after you sell your business is too late, and learn how these professionals can help you plan for your future, minimize tax consequences, and preserve your wealth. Tom also highlights the importance of choosing a fiduciary to ensure you receive the best advice and support. Tune in to understand why every business owner needs a financial planner.


    CONNECT WITH TOM
    Facebook: https://www.facebook.com/masterypartners
    LinkedIn: https://www.linkedin.com/in/tom-bronson/
    Website: https://www.masterypartners.com/

    Please be sure to like and follow for more great content to help YOU maximize YOUR business value!

    Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.
    ...

    続きを読む 一部表示
activate_samplebutton_t1

あらすじ・解説

In this week's episode of "Maximize Business Value," Tom discusses the importance of hiring a financial advisor or wealth management firm. Discover why waiting until after you sell your business is too late, and learn how these professionals can help you plan for your future, minimize tax consequences, and preserve your wealth. Tom also highlights the importance of choosing a fiduciary to ensure you receive the best advice and support. Tune in to understand why every business owner needs a financial planner.


CONNECT WITH TOM
Facebook: https://www.facebook.com/masterypartners
LinkedIn: https://www.linkedin.com/in/tom-bronson/
Website: https://www.masterypartners.com/

Please be sure to like and follow for more great content to help YOU maximize YOUR business value!

Tom Bronson is a serial entrepreneur and business owner. He is currently the founder and President of Mastery Partners, Mastery Mergers & Acquisitions, and the Business Transition Summit. All three companies empower business owners to maximize business value and serve business owners in different capacities to help them achieve their dream exit. As a business owner, Tom has been in your situation a hundred times and knows what it takes to craft the right strategy. Bronson is passionate about helping business owners and has the experience to do it. Tom has two books to help business owners on their journey to a dream exit: "Maximize Business Value Playbook," (2023), and "Maximize Business Value, Begin with the EXIT in Mind," (2020). Both are available on Amazon.
...

[MBV Playbook] Ch. 59 — Hire a Financial Advisor or Wealth Management Firm (#219)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。