News & Insights

Business Owner Roundtable – Personal Financial Planning for Entrepreneurs

Ashley Madden leads a comprehensive roundtable discussion on personal financial planning for entrepreneurs, focusing on exit strategies and maximizing success post-business sale through the “three-legged stool” approach. She presents data on business owner demographics and exit planning trends, emphasizing the importance of pre-transition value enhancement and having a formal exit team while noting that many owners regret selling their companies. The session covers various aspects of business transitions, including financial planning, retirement strategies, and the use of tools like Quist’s Spotlight and eMoney software for comprehensive financial planning and exit preparation.

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