CERTIFIED FINANCIAL PLANNER™, CERTIFIED EXIT PLANNING ADVISOR®, WEALTH MANAGER | ETHOS CAPITAL GROUP
Interesting data point for business owners which includes my wife and I. According to the Exit Planning Institute, (EPI) only 20% to 30% of businesses that go to market will sell. For those who don't own a business, this is like contributing to a 401K bi-weekly for 40 years and not being able to access those funds at retirement. If you are a lifestyle business owner and that business does not run without you at the helm you may not be able to tap into what may be 80% of your net worth tied up in the business when you decide to exit your business. A reason to make value acceleration and exit planning a present value conversation #Walmart #Tyson #JBHunt #smallbusinessowners #SmallBusiness #CFP #CertifiedFinancialPlanner #BusinessBroker #ValueAcceleration #CEPA #FinancialComfort #Businessplanning #PersonalPlanning #FinancialPlanning #EthosCapitalGroup #StephenNorthington #MiddleMarket #Commercialbanking Debbie Northington
