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Navigating Business Sales and Retirement Planning with Mitzi Swaffer
Manage episode 439530780 series 3351459
Το περιεχόμενο παρέχεται από το Apex Business Advisor Podcast. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Apex Business Advisor Podcast ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.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.
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