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Tom Poltersdorf Jr.
Business Exit SuccessEpisodes
Tom Poltersdorf Jr.
Business Exit Success
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Episodes of Business Exit Success
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In this episode, we explore why establishing an exit strategy is not just wise but necessary for the wellbeing of both the business and the business owner. Despite the excitement of daily operations and growth, many small to mid-sized business
In this episode, we explore the top five barriers that entrepreneurs face when exiting their businesses and provide actionable strategies to overcome them. Discover how to address the lack of clarity on core problems, understand the financial i
In this episode, I interview Alex Prasad, a seasoned M&A attorney and entrepreneur and we dive into the crucial aspects of business exits and M&A law, exploring the profound impact of building relationships in successful business transactions.
In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from leveraging real estate and Qualified Small Business Stock to structuring i
Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for business owners, outline the potential risks, and provide a step-by-step t
In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in preparation for a successful exit. Discover 10 essential tactics, from reducing owner-dependence and creating Standard O
Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking best practices, insurance, intellectual property protection, succession planning, and Tenancy
Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon, preparing for an eventual transition will be essential. We explore the hard truths about the importance of being proactive rath
In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business owners contemplating succession, selling their business, or transitioning into retirement. By using a mountain climbing
In this episode, we dig into four essential questions every entrepreneur must ask themselves before business succession planning and selling their business. We address common reasons business owners delay exit planning and succession planning r
In this inspiring episode, we dive deep into the remarkable journey of Ivan and Mariana who navigated the complex path from burnout to achieving an 8-figure business exit. With firsthand insights into the challenges of working within a family b
In this episode, I discuss five key financial strategies for entrepreneurs, focusing on building personal and business emergency funds, effective debt repayment, and smart investing both inside and outside of the business. I offer practical adv
In this episode of the podcast, we dive into critical questions that many retiring business owners face: "When is the right time to sell my business?" "Will selling my business fund retirement?" "What to consider before you sell your business
Discover the power of a Donor Advised Fund (DAF) in this episode. We dive into the strategic benefits of using DAFs for impactful donations and significant tax reductions. Learn how business owners and high-earners can leverage DAFs to optimize
In this podcast episode, I discuss the critical aspects of exit planning, financial planning, and life after business for entrepreneurs and business owners. It outlines a comprehensive approach on how to make a regretless choice when considerin
Exploring the critical signs of readiness for a business exit, this episode delves into the emotional, financial, and operational preparedness needed for a successful transition. From addressing the challenges of burnout and economic downturns
In this episode I discuss effective cash management in businesses with our latest podcast episode, "What Should I Do With The Cash In My Business Account?" We explore strategies for emergency fund maintenance, smart investment choices, and opti
Are you a business owner planning to sell your business and retire? One critical aspect to understand is the tax implications of such a sale. This episode, "What are the tax implications when selling a business?" dives deep into the essential t
Ep #072: How Should I Invest My Business Profit? (Real-Life Case Study and Tips for Business Owners)
In this insightful episode of our podcast, titled "How Should I Invest My Business Profit? (Real-Life Case Study and Tips for Business Owners)," we delve into the crucial topic of profit reinvestment and financial planning for business owners.
Are you a business owner thinking about succession and retirement? Discover essential insights in 'Beyond Your Exit: Planning for Life After Succession.' This episode dives into three key areas of strategic planning that are critical for securi
In today’s episode, we delve into the crucial topic of Business Continuity Planning, a strategic blueprint every business owner must consider. A Business Continuity Plan is essentially a comprehensive document designed to guide businesses throu
In this episode, I discuss the top three exit planning mistakes business owners make when trying to leave and retire from the business. These include: Not knowing the true value of the business Waiting too late to plan until being forced to se
When you own your own business, everything depends on you – and it can be hard to take off even one day from work. But what if a serious illness or injury prevented you from working and you had no income for months? How would you, your family,
Financial planning can be boiled down to offensive and defensive strategies. Offensive planning focuses on proactive wealth growth, such as 401k contributions, emergency funds, and reinvesting profits. In contrast, our primary focus, defensive
In this crucial episode, we dive into a common yet often overlooked year-end tax planning mistake made by business owners: depleting cash reserves to purchase equipment, vehicles, or inventory with the intent to reduce taxable income. While min
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