A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence
If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition.
Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successfully exit your business on your terms. Tune in weekly for new episodes to gain the knowledge and actionable steps to help you map out your successful business exit strategy.
Danforth Fleak
John Browning
Tim Scannell
Keith and Jack Wilson
Hampstead Wealth Management
Ben Martinek CFP ®, EA, CSLP®, RICP®
Abraham Okusanya
Tony Thomas
Greg Strachan
Bulman Wealth Group
Benjamin Haas
Pete Bush & Bill Bush: Horizon Wealth Management Financial Advisors
Peter Raskin
Todd R. Tresidder
Sequoia Financial Group
Pentegra
Mary Beth Storjohann
Roy Thompson
Sid Misra, Certified Financial Planner™
Shannon Foreman
J.R. Robinson with Co-Host Jessica Lani Rich
Mueller Financial Services, Inc.
Brad Gotto and Matt Stahl
Jeremy Squibb
Alan Moran
77marketing@sjpp.co.uk
Greg Welborn, Scott Sommers, Danny Beckwith, Linda Neuenburg, Chad Germann, John Griesinger, Chris Siraganian
Summit Wealth Group
Pete Matthew
Eric Tashlein
Carson Coaching
Escapes & Money Adventures with TKay
Scott Malbasa
Wayne M. Zell
Town Close Financial Planners
Justin Goodbread
Voya Financial
ABGConsultants
Richardson Wealth
Josh Null
Rick Unser
Tim Mullooly
Carte Financial
Jonathan Bednar II, CFP🄬
Sarah Power and Chris Reed: Directors, Business Concepts Group
Eric Brotman
The Business Journals Content Studio
CFP Adarsh Sharma
Wayne and Lisa Firebaugh
Freeman Linde, CFP®
Brian Callanan
David Rosell
Jose and Jeff Feliciano
J'Neanne Theus
Laura Webb
Michael Wallin and Stacey Andres
RetireReady Solutions
Brian Mali
Jeb Jarrell
Justin Bennett
ABG Rocky Mountain
Irvin Schorsch
Greg Shepard
John Teixeira and Nick McDevitt
Bookends Financial Planning
Sirisha Kuchimanchi
Kullen Dieter
David and Lacey
Homer Smith
Chris Burns - Dynamic Money Founder & Principal, Chris Burns - CEO of Dynamic Money, Dynamic Money
Oakmont
None
Island Savings - Valley First - Envision Financial - Enderby & District Financial | Divisions of First West Credit Union
Kate Visco
Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
scott haley
Kathy Longo CFP®, CAP®, CDFA®
Whitney Emanuel
Braun-Bostich & Associates
David Pulcini
Darrick Hutchens and Ray Kramer
Brian Kasal
Jason Flurry
CPA Canada
Mills Bender
Christy Hayes
Ms. Black
Hilary Hendershott, CFP
Audacy
Byron Moore, CFP
NIck Hopwood, CFP
Financially Sound
Brijesh Parikh
Greg Majors
BerganKDV, Thomas Pargett
Frank Congilose
Jeff Boron
drewstevens
Russ Thornton