Transitioning from Business Owner to Retirement: How to overcome Challenges

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  • เผยแพร่เมื่อ 28 ก.ย. 2024
  • We discuss the emotional highs and lows of transitioning from a busy business owner to retiree as we continue our conversation with our guest, Mark Rollins. Learn how Mark and his wife Jody reinvented their lives and founded a new business in their retirement to help others navigate retirement in today's episode of 'The Ins and Outs of Selling a Business.'
    #mergersandacquisitions #investmentbanking #sellyourbusiness #podcast
    Contact Keith: Osage Advisors, LLC
    osageadvisors.com
    kdee@osageadvisors.com
    860-767-3273
    Follow Retirement Transformed on TH-cam
    / @retirementtransformed
    Buy Mark's Book!
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    CHAPTERS:
    03:59 All Humans have an Inner Voice
    07:03 Tools and Resources for Retirement
    10:07 What are the risks that come with selling a company?
    14:06 Is it important to have a legacy?
    20:15 How to create a retirement plan?
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    Keith is President of Osage Advisors, with more than 30 years of experience advising business owners and families of midsize companies and helping them maximize value through M&A and capital transactions. Over the course of his career, Keith was a partner of a CPA firm and ran several privately held businesses.

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