4 Costly Mistakes Business Owners Make Before Selling Their Company

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4 Costly Mistakes Business Owners Make Before Selling Their Company

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Summary

Business owners spend decades building successful companies — but many still make major mistakes when it comes to retirement, taxes, succession planning, and preparing for a future exit.

In this episode of The Great Wealth Transfer, David Pulcini CFP® discusses the four biggest mistakes business owners make before selling their company and why your business alone should not be your retirement plan.

Topics include:

• Business valuation expectations
• Exit planning mistakes
• Tax planning for business owners
• Succession planning strategies
• Liquidity and diversification
• Retirement planning for entrepreneurs
• How to prepare a business for sale
• Wealth transition planning
• Long-term tax architecture
• Building personal wealth outside the business

If you are a business owner over 50, within 5–10 years of retirement or considering selling your company, this episode is designed to help you think strategically about the transition ahead.

If you have questions about business owner retirement planning, tax-efficient wealth strategies, or succession planning, our team would be happy to connect.

David Pulcini, CFP®
SixPoint Financial Partners

Schedule a conversation:
https://calendly.com/dpulcini/introduction-to-sixpoint

Website:
sixpointfp.com

Subscribe on YouTube:
https://www.youtube.com/@sixpointfinancialpartners4351

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