Ep 56: Planning Your Exit with Bonnie Bailey

Bonnie is back! This week she dives in with Scott on one topic that many of us come up against especially as entrepreneurs; how to plan your exit. Bonnie gives us tips on how to know when it’s time to exit business, insight and lessons she’s learned along the way and why this is an oftentimes overlooked step in protecting your biggest investment.

Here are the highlights from the show:

  • How to plan for your exit (1:09)

  • Taking your “number off the table” (5:35)

  • How to expand your thinking (11:11)

  • How does health and wellness play a role (14:59)

  • Start valuing your business (22:27)

  • How to get started on your exit plan (26:20)

 Resources

Lean more about our guest, Bonnie Bailey: https://www.carsonwealth.com/team-members/bonnie-bailey/

Hear More Episodes!

https://theway2wealth.com

Learn more about our Host, Scott Ford

https://www.carsonwealth.com/team-members/scott-ford/

 

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

 
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