Episode 90 – Is Your Business Funding or Draining Your Retirement

Selling your business is one of the biggest financial decisions you’ll ever make — and the offer you receive is just the beginning.

In this episode, Laura and Jeremiah Lee break down what really happens when a buyer shows interest, from understanding different types of offers to evaluating the real value behind the numbers.

Learn how to:

✅ Prepare your business and mindset before saying yes

✅ Build the right team of advisors to protect your interests

✅ Avoid common pitfalls that derail deals

✅ Navigate the sale timeline with clarity and confidence

Key Takeaways:

🧠 Business owners often feel unprepared when receiving an offer to sell.

🧠 It’s crucial to understand the difference between strategic and financial offers.

🧠 Building a strong team of advisors is essential for a successful sale.

🧠 Evaluating the gross versus net value of an offer is critical.

🧠 The timeline for closing a deal can vary significantly.

🧠 Personal financial planning should align with the sale of the business.

🧠 Investment bankers can help maximize the sale price by generating interest.

🧠 Understanding tax implications is vital when selling a business.

🧠 Negotiating terms clearly can prevent future misunderstandings.

🧠 Emotional readiness is as important as financial readiness when selling a business.

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This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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