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Navigating Business Sales and Retirement Planning with Mitzi Swaffer

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Conteúdo fornecido por Apex Business Advisor Podcast. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Apex Business Advisor Podcast ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

In this episode of the Apex Business Advisors Podcast, Andy and Doug are joined by the accomplished financial expert Mitzi Swaffer from MS Financial Resources. With over 15 years of experience as a certified financial planner, Mitzi shares her insights on retirement planning, especially tailored for business owners.

Mitzi delves into her background, including the acquisition of a financial practice, and discusses the importance of having a comprehensive financial plan. She explains the nuances of retirement planning, comparing the needs of W-2 employees with those of business owners, and highlights the critical role of understanding cash flow and secure income sources.

Andy and Doug explore key topics with Mitzi, such as the complexities of selling a business, the importance of obtaining realistic valuations, and the tax implications of different business structures. Mitzi also stresses the need for early planning and collaboration with tax professionals to optimize financial outcomes.

Tune in to gain valuable advice on how to navigate the financial landscape of business sales and retirement, ensuring you are well-prepared for the future. Don't forget to visit the Apex website for a wealth of resources on buying or selling a business.

  continue reading

100 episódios

Artwork
iconCompartilhar
 
Manage episode 439530780 series 3351459
Conteúdo fornecido por Apex Business Advisor Podcast. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Apex Business Advisor Podcast ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

In this episode of the Apex Business Advisors Podcast, Andy and Doug are joined by the accomplished financial expert Mitzi Swaffer from MS Financial Resources. With over 15 years of experience as a certified financial planner, Mitzi shares her insights on retirement planning, especially tailored for business owners.

Mitzi delves into her background, including the acquisition of a financial practice, and discusses the importance of having a comprehensive financial plan. She explains the nuances of retirement planning, comparing the needs of W-2 employees with those of business owners, and highlights the critical role of understanding cash flow and secure income sources.

Andy and Doug explore key topics with Mitzi, such as the complexities of selling a business, the importance of obtaining realistic valuations, and the tax implications of different business structures. Mitzi also stresses the need for early planning and collaboration with tax professionals to optimize financial outcomes.

Tune in to gain valuable advice on how to navigate the financial landscape of business sales and retirement, ensuring you are well-prepared for the future. Don't forget to visit the Apex website for a wealth of resources on buying or selling a business.

  continue reading

100 episódios

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