When Is the Right Time to Start? Exit Planning for Business Owners | Instrumental Wealth скачать в хорошем качестве

When Is the Right Time to Start? Exit Planning for Business Owners | Instrumental Wealth

Is it too early to start thinking about your exit strategy? Whether you're just getting started or decades into building your business, exit planning is great business planning. In this conversation, David Silver, CFP®, CEPA®, CEO of Instrumental Wealth, and Drew Allen, CFP®, CLU®, CEPA, Senior Wealth Advisor, discuss why business owners at every stage benefit from thinking about their exit — and what happens when they wait too long. Topics covered: 00:00 – Is it ever too early to start exit planning? 01:15 – Why exit planning is great business planning at any stage 02:30 – Real client example: C Corp structure and Section 1202 tax planning 04:45 – ESOPs and the value of converting to a C Corp early 06:10 – The compounding effect of time on your largest asset 08:00 – Business owner vs. entrepreneur: how you see yourself matters 10:20 – When to raise your hand and start the conversation Subscribe for more conversations on business exit planning, tax strategy, and wealth planning from the team at Instrumental Wealth. For more information, visit our website and schedule an appointment to speak with one of our advisors! Visit us at: https://instrumentalwealth.com/ Facebook:   / instrumentalwealth   Instagram:   / instrumental_wealth   *This video is for informational purposes only and should not be construed as legal or tax advice as Instrumental Wealth does not offer these services. Any views or opinions expressed herein are attributable solely to the author and subject to change at any time. There is no guarantee the views will come to pass. Instrumental Wealth is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Instrumental Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Instrumental wealth unless a client service agreement is in place. YouTube 'Suggested Videos' following this video are not endorsed by Instrumental Wealth, LLC. If you would like to view more videos from Instrumental Wealth, subscribe to our channel.