Don’t Leave Money on the Table: Essential Tips for Entrepreneurs Exiting Their Business with Dr. Eric Roman

Highlights from this week’s conversation include:

• Personal Financial Goals and Planning (0:26)
• Tax Deferral Motivation (2:15)
• Tax Strategies Overview (5:12)
• Understanding Taxation as a Choice (7:38)
• Valuation vs. Taxation (9:15)
• Advice Sources for Tax Strategies (12:32)
• Impact of Advanced Planning (14:56)
• Business Background and Timeline (16:09)
• Valuation Goals from Day One (18:28)
• Life of Significance Post-Exit (19:25)
• Exit Strategy Considerations (22:14)
• Team Preparation for Exit (25:57)
• Impact of Deal Length on Business Performance (28:04)
• Current Focus and Future Plans (32:16)

Join Micah Brandenburg, growth partner and exit strategist, as he unpacks the keys to achieving a legendary exit. Drawing on over 20 years of experience scaling companies, Micah shares actionable insights to help entrepreneurs live a life of significance, fund their unique financial goals, and build a legacy that transforms lives. Learn more at legendaryexits.com. 

The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.