8 Steps To Leave Your Business In Style
Guest Expert: Josh Patrick, CFP, Financial Transitionist, Stage 2 Planning Partners
Date:
Webinar Replay Description
Business consultant Josh Patrick led a webinar revealing how many business owners overestimate the value of their companies and delay planning their exits until it’s too late. He presented an 8-step, practical strategy to help owners achieve financial independence, secure key employees, and exit their businesses on their own terms—while avoiding the most common post-sale regrets.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Lots of reminders in the nexus of business acumen (NNN, rents, etc.) and the advisory world. I really liked his experience and insights into the specific vehicles for HNW business owners. I'd like to get in contact and be exposed to more of those concepts.
- David F.
Some good points about avoiding pitfalls when selling your firm
- Mark R.
The importance of cashflow over sales, which makes sense. To avoid retaining any stewardship or officer position if the goal is to move on from the business. Some owners are 110% involved in the business and lose the social network after the sale.
- Aaron S.
Lots of reminders in the nexus of business acumen (NNN, rents, etc.) and the advisory world. I really liked his experience and insights into the specific vehicles for HNW business owners. I'd like to get in contact and be exposed to more of those concepts.
- David F.
Some good points about avoiding pitfalls when selling your firm
- Mark R.
The importance of cashflow over sales, which makes sense. To avoid retaining any stewardship or officer position if the goal is to move on from the business. Some owners are 110% involved in the business and lose the social network after the sale.
- Aaron S.
8 Steps To Leave Your Business In Style 06-11-2025
Attendees Comments:
Lots of reminders in the nexus of business acumen (NNN, rents, etc.) and the advisory world. I really liked his experience and insights into the specific vehicles for HNW business owners. I'd like to get in contact and be exposed to more of those concepts.
- David F.
Some good points about avoiding pitfalls when selling your firm
- Mark R.
The importance of cashflow over sales, which makes sense. To avoid retaining any stewardship or officer position if the goal is to move on from the business. Some owners are 110% involved in the business and lose the social network after the sale.
- Aaron S.