Personal Exit Readiness Assessment

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Financially Simple - Business Startup, Growth, & Sale

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In episode 375 of Financially Simple, Justin takes a look at assessing a Business Owner’s readiness to leave their work. When planning to sell and exit your business, you should have all the paper work done and dusted - but are you personally ready and capable of leaving it all behind? In this episode, Justin goes over issues that a Business Owner should consider as they prepare to move on to the next chapter of their life. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:42 - Personal Exit Readiness Assessment 03:49 - Are You Ready? 05:03 - Personal Goals 06:56 - Power 08:39 - Finances 12:26 - Planning 16:55 - Insurance 17:25 - Wrap Up _________________   USEFUL LINKS: Work with Our Team Financially Simple - The Wealth Gap Financially Simple on YouTube Advance Child Tax Credit Payments in 2021 Subscribe to the Financially Simple Newsletter   NEW Book: Your Baby’s Ugly - Maximize the Value of Your Business NOW or You Will Have Nothing to Sell Later _________________   BIO: Host Justin Goodbread, Certified Financial Planner, Certified Exit Planning Advisor, Certified Value Growth Advisor. He is a serial entrepreneur, author, speaker, educator, Investopedia Top 100 advisor, and business strategist with over 20 years of experience. Justin owns Heritage Investors LLC, a registered investment adviser with the State of Tennessee. Heritage Investors only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. To learn more about our credentials and awards, please visit https://heritageinvestor.com/awards-certifications/. This material is for general information only and is not intended to provide specific advice or recommendations for individuals. To determine what is appropriate for you, please consult a qualified professional. The Financially Simple podcast provides information, guidance, and support to Small Businesses in the United States.