Mastering Your Financial Life — Episode 89

In this episode of Mastering Your Financial Life, Judy Heft interviews Anja Bernier, Managing Director of Efficient Evolutions™ LLC, a company specializing in business sales and acquisitions. Anja is an experienced company sale and company acquisition advisor to small and medium-sized businesses, individual investors and private equity firms. She is also a Certified Business Appraiser and Certified Valuation Analyst.

Tune in to the episode to hear about:

• The importance of planning ahead for business sales, starting ideally 3-5 years in advance.

• Key strategies to increase the value of your business, including customer diversification and financial transparency.

• The role of profit margins and reducing discretionary expenses in optimizing business value.

• How to effectively prepare your business and key employees for a smooth transition during the sale process.

Learn more about Anja Bernier:

• Connect with Anja on LinkedIn: https://www.linkedin.com/in/anjabernier

• Visit Efficient Evolutions’s Website: http://www.efficientevolutions.com

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

• Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft

• Visit Judith Heft & Associates' Website: http://www.judithheft.com

• Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ