Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by Daymark Wealth Partners. We plan to guide you through the exciting world of money management, investments, and smart financial planning. We will dive deep into a variety of financial topics, bringing you expert guests, real life success stories, and actionable ideas. Whether you wish for a early retirement, buying your dream home, or simply making your money work harder for you, the Daymark crew is here for you. Let's take this financial journey together, as we explore the path to financial empowerment and prosperity all while ensuring that you are staying on track.
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Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by Daymark Wealth Partners. We plan to guide you through the exciting world of money management, investments, and smart financial planning. We will dive deep into a variety of financial topics, bringing you expert guests, real life success stories, and actionable ideas. Whether you wish for a early retirement, buying your dream home, or simply making your money work harder for you, the Daymark crew is here for you. Let's take this financial journey together, as we explore the path to financial empowerment and prosperity all while ensuring that you are staying on track.
The Exit Equation: 11 Questions Every Business Owner Should Ask Before Selling
Staying on Track
21 minutes 1 second
4 weeks ago
The Exit Equation: 11 Questions Every Business Owner Should Ask Before Selling
Thinking about selling your business? Whether your goal is freedom, legacy, or a fresh start, your next move could be one of the most important financial decisions you’ll ever make. In this episode of Staying on Track, Jason Beisel, CFP® and founder of DayMark Wealth Partners, walks through the 11 essential questions every business owner should ask before planning their exit — and how the answers can shape your future both financially and personally. In this episode, you’ll learn:* How to determine your company’s true value — and why different buyers may see it differently.* What to expect when selling to competitors, private equity, or strategic partners — and how each can impact your team.* The pros and cons of earnouts and why timing matters.* Smart ways to reduce taxes and maximize your after-sale proceeds.* How to protect confidentiality during negotiations.* What your life after the sale could look like — and how to plan for it intentionally.Why listen:If you’re planning to sell your business in the next five to seven years — or just want to be prepared for when opportunity knocks — this episode offers real-world insights, practical strategies, and candid advice to help you make confident, informed decisions.
Staying on Track
Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by Daymark Wealth Partners. We plan to guide you through the exciting world of money management, investments, and smart financial planning. We will dive deep into a variety of financial topics, bringing you expert guests, real life success stories, and actionable ideas. Whether you wish for a early retirement, buying your dream home, or simply making your money work harder for you, the Daymark crew is here for you. Let's take this financial journey together, as we explore the path to financial empowerment and prosperity all while ensuring that you are staying on track.
