Strategic Planning

The Apex Business Advisors Podcast

Oct 24 2024 • 22 mins

Andy and Doug explore the critical need for business owners to plan ahead when considering selling their business. Andy recounts a story of a client who faced unexpected financial implications due to a lack of foresight and planning. They stress the importance of involving accountants, attorneys, and financial planners early in the process to maximize the business's value and ensure a smooth transition.

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