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78: Are You Prepared to Sell Your Business When the Time Comes? ( Don't Make These Mistakes )

78: Are You Prepared to Sell Your Business When the Time Comes? ( Don't Make These Mistakes )

Behind Their Success: Advice For Entrepreneurs
33 min
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<p>If you're an entrepreneur who's built a business over decades—or even just years—what's your plan when it's time to walk away? Spoiler: Just selling isn't the plan. This episode is a must-listen if you want to <em>maximize your exit</em> and <em>minimize the chaos</em>.</p> <p>&nbsp;Today’s guest is <b>Joseph Lopresti</b>, founder of Clear Path Family Office and Arlington Wealth Management, and co-author of <em>Exit By Design</em>. With 40+ years of experience, Joseph specializes in helping business owners prepare for and profit from the most important transaction of their life—the sale or succession of their business.</p> <p>🎧<b> In This Episode, You’ll Learn:</b></p> <ul> <li>Why most business exits fail to meet owners' expectations<br><br></li> <li>How siloed advisors can cost you millions—and how to unify your team<br><br></li> <li>The critical importance of early planning (3+ years in advance)<br><br></li> <li>The role of a personal CFO in navigating tax, wealth, and transition strategy<br><br></li> <li>The emotional side of exiting and how to prepare for “what’s next”<br><br></li> <li>How Joseph’s daughter inspired their focus on entrepreneurial clients<br><br></li> </ul> <p>📘<b> Grab Joseph’s Book:</b><br> 📖 <em>Exit By Design</em> – Learn the framework for a successful business exit.<br> Download your copy: <a href="https://www.exitbydesignbook.com/" rel="nofollow">ExitByDesignBook.com</a></p> <p>🔗<b> Where to Find Joseph Lopresti:</b><br> <a href="https://www.linkedin.com/in/joeloprestiria" rel="nofollow">LinkedIn&nbsp;</a></p> <p><b>Connect with us!</b></p> <p><a href="https://www.instagram.com/padensquires/" rel="nofollow">Instagram </a><br><a href="https://www.facebook.com/profile.php?id=100089855132002" rel="nofollow">Facebook</a> <br><a href="https://www.tiktok.com/@paden_squires?_t=8c9Y6clVxAQ&amp;_r=1" rel="nofollow">Tiktok</a> <br><a href="https://www.padensquires.com/" rel="nofollow">Website</a></p> <p><a href="https://www.squirestaxplanning.com/" rel="nofollow"><b>Squires Tax Planning</b></a></p> <p><a href="https://www.squirestaxplanning.com/tax-checklist" rel="nofollow"><b>The Ultimate Tax Checklist</b></a></p> <p><a href="https://thesquirestaxoptimizationscore.scoreapp.com/" rel="nofollow"><b>Tax Savings Quiz</b></a></p> <p><br></p>