693: Tactical Exit Planning
We’ve talked about the scenarios in which you can buy a practice at a discount due to unfortunate circumstances. But, we’ve never directly addressed the other side of this situation. Our guest today got into retirement planning because a few of her clients experienced this unfortunate fate. Tune in to learn exactly how to keep your family protected in a case of the unexpected.
During our time together, we discuss:
- Determining the true value of your assets in a hurry
- Tactical advice on keeping financial documents
- The eight things you need to value a business
- Things to watch as leading indicators of a market downturn