Description
At some point in the future, there is the likelihood that you will want to sell your practice. In past episodes, we have discussed this topic and why it is so vital to start preparing your practice now for it, even if it is many years down the road.
If you prepare your practice and your personal financial structure now, not only will you benefit from it down the road when you sell it, but it will be more profitable now, and you will grow your personal wealth more now.
In this episode, we discuss tips and traps for selling your business with Paul Carroll, a Certified Financial Planner.
What should you look out for to financially prepare for before, during, and after the sale of your practice? We will attempt to answer that for you.
Paul Carroll is a wealth manager at Avion Wealth. He focuses on providing wealth management solutions to professionals with a growth mindset. Working with his team of experts, he helps affluent clients address their five biggest concerns: Preserving their wealth; mitigating taxes; taking care of their heirs; ensuring their assets aren't unjustly taken; and charitable giving.
To find out more about Paul and his firm, or get his book https://www.avionwealth.com/
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