What Business Owners Don’t Know About Exit Planning

Successful business sales don’t end at the closing table—what happens next is just as important. Business owners need a clear strategy to manage their wealth, avoid seller’s remorse, and plan for long-term financial security. In today's episode of The Ins and Outs of Selling a Business with our guest Richard Dvorak of Discovery Point Wealth Advisors, we talk about post-sale transitions, wealth management, and the critical steps to ensure a successful transaction.

Contact Keith: Osage Advisors, LLC

osageadvisors.com

kdee@osageadvisors.com

860-767-3273

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