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I've Sold My Business. What Now?
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محتوای ارائه شده توسط Brian Dunckley. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Brian Dunckley یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
You’ve sold your business and there are countless questions and logistics that need to be addressed. How do you manage the emotion and the loss of that business owner identity? How do you manage what is now a liquid asset in your life?
On the latest episode of the Plum Pointe Wealth Management Podcast Series, Brian breaks down these critical questions facing business owners as they transition into the next phase of life.
Listen, as Brian shares client stories, as well as best practices, for navigating this challenging time.
Chapters:
0:00 - Introduction and overview on the topic of the day
1:09 - The challenging questions business owners are asking themselves once they sell
2:48 - Dealing with the emotional loss of a business owner's identity
5:02 - The ripple effect of this challenge
7:01 - What life can look like when you have a clear plan for your future
8:50 - Brian's background as a scientist and working with business owners
10:52 - Five steps to consider after selling your business
13:29 - Understanding your tax liability
15:09 - Developing a cash plan
17:24 - Examining your additional items (healthcare, insurance, etc.)
19:03 - Reviewing and updating your legacy plan
20:33 - How to get in touch with Brian and his team to start a conversation
21:09 - Digging into a client story and their plan post selling a business
24:26 - Closing remarks
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