What it is Like to Work with a Value Growth Advisor

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Financially Simple - Business Startup, Growth, & Sale

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In episode 371 of Financially Simple, Justin begins a series of episodes that take a look behind the curtain of working with a Business Advisor. If you own a small business and haven’t yet hired an advisor to assist you in achieving the goals that you have for the business and for yourself, perhaps you’re undecided, then the following episodes will help you by explaining exactly what is provided and involved in having a dedicated Business Advisor. In this episode, Justin looks at growing the value of your business, your end goals of retirement, and how an EBITDA assessment can put you on the right track. Don’t forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! _________________   TIME INDEX: 00:45 - What it is Like to Work with a Value Growth Advisor 02:05 - The Assessment 05:55 - A Bit of Backstory 17:11 - What are the Business’s Goals 23:22 - Business Attractiveness 28:15 - EBITDA Examination 31:23 - Summary   USEFUL LINKS: Work with Our Team Episode Links (Guest etc.) Blog Links 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 _________________   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.