Mar 1, 2021
If you’re a business owner with a dream of selling your business, so you can enjoy financial freedom, then you need a plan.
Knowing your number – how much you need to realise from the sale of your business – is essential.
Equally as important is knowing what you will be doing next with your life.
My guest on the podcast today is Adam Carolan, a Chartered Financial Planner and Fellow of the Personal Finance Society.
Adam is author of Wealth Planning for Business Owners: Know your number, plan your exit and enjoy financial freedom.
In our conversation today, we cover:
-Adam’s Two Circles Principle, understanding the importance of connecting business goals and personal financial goals.
-Why you need a Pitch Deck not a business plan
-An effective framework for realising the value of your business and achieving your personal objectives too.
-The importance of core value in your business and in your life.
And much more too.
Here’s my conversation with Adam Carolan, author of Wealth Planning for Business Owners, in episode 537 of Informed Choice Radio.