The Role Financial Planning Plays in a Successful Exit

Poised for Exit

In this episode of Poised for Exit, we sat down with John Schwalbach, partner and financial advisor at Freedom Financial Partners, to talk about how financial planning plays a critical role in the success of any business exit.

John brings a unique perspective as both a financial expert and entrepreneur. He shared stories from his work with business owners and broke down the biggest financial planning mistakes owners make when preparing for a sale. One client example showed how an $18 million offer quickly became $11 million after taxes, debt, and fees - an eye-opener for anyone counting on a business sale to fund their future.

We walked through John’s signature three-meeting process, which helps owners and their spouses align on personal goals, financial needs, and life after exit. He also introduced the concept of the “freedom score” the amount of money needed to live your ideal life - and how to calculate and close that gap.

From building a financial plan that includes the value of your business to understanding your post-exit lifestyle needs, this episode is filled with actionable insight for business owners at every stage. If you think it’s too early to start planning your exit, think again -this conversation shows why early planning is smart business.
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Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor