Confident Federal Retirement

Many people believe that having a business exit strategy in place will only help them if they plan on leaving their business in the coming years. However, creating an exit strategy can actually help your business become inherently more efficient because you put systems in place, delegate more and start to document all your processes. So, in this episode, Tom will be sharing what exactly an exit st...

Building a personal financial plan and aligning that with an exit strategy is not as easy as it may seem. It's important to understand the statistics and the reality of exit planning to ensure you're truly prepared for what this process entails. So, in this episode, Tom will be sharing common issues business owners face in the lead up to exiting their business and sharing the steps you can take to...

Welcome to the inaugural episode of Business Exit Success! This podcast is dedicated to empowering and educating small business owners on how to transition out of their business successfully, while doing so on their terms and living a life of purpose and fulfillment after the sale. Join your host, Tom Poltersdorf, CFP, every other week as he provides actionable strategies on what you can do right...