Don’t Leave Money on the Table: Essential Tips for Entrepreneurs Exiting Their Business with Dr. Eric Roman
Update: 2025-02-12
Description
Highlights from this week’s conversation include:
- Personal Financial Goals and Planning (0:26 )
- Tax Deferral Motivation (2:15 )
- Tax Strategies Overview (5:12 )
- Understanding Taxation as a Choice (7:38 )
- Valuation vs. Taxation (9:15 )
- Advice Sources for Tax Strategies (12:32 )
- Impact of Advanced Planning (14:56 )
- Business Background and Timeline (16:09 )
- Valuation Goals from Day One (18:28 )
- Life of Significance Post-Exit (19:25 )
- Exit Strategy Considerations (22:14 )
- Team Preparation for Exit (25:57 )
- Impact of Deal Length on Business Performance (28:04 )
- Current Focus and Future Plans (32:16 )
Join Micah Brandenburg, growth partner and exit strategist, as he unpacks the keys to achieving a legendary exit. Drawing on over 20 years of experience scaling companies, Micah shares actionable insights to help entrepreneurs live a life of significance, fund their unique financial goals, and build a legacy that transforms lives. Learn more at legendaryexits.com.
The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
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