Jul 25, 2022
Welcome to a new week here on the Retirement Quick Tips podcast.
I’m your host Ashley Micciche, co-owner of True North Retirement Advisors, an independent financial advisory practice managing $340 million in client assets. I’m a Chartered Retirement Planning Counselor, and I started this podcast because I love helping people just like you gain clarity and make a plan for the retirement you envision.
This week on the podcast, I’m taking a little summer break. I live in Oregon, in the suburbs of Portland, and summers here are amazing. With 3 little kids at home, I’ve decided to give myself a little extra free time in the month of July.
I will be back with new episodes next Monday, August 1st, but in the meantime, I’ve been sharing with you a free resource each week on the podcast. This week’s free resource is access to our free business valuation tool. If you are a business owner or you have a close friend or family member who is a business owner getting close to retirement, you’re going to want to get this free resource.
I don’t talk about it much on the podcast, because this podcast is for people approaching retirement, no matter if you’re a business owner or not, but at True North, one of our specialized areas of expertise is working with business owners nearing retirement. When you’re a business owner, you have a whole other set of problems and priorities to address before retirement in addition to all of the routine decisions like deciding when to file for social security. The exit from your business is the final and most important business decision you’ll ever make, and figuring out how to do that successfully on your terms with the resources you need to transition to the next phase of life is a real challenge.
Whether you have a small 1 or 2 person home-based consulting business generating $100,000 a year in sales or a business generating hundreds of millions of dollars in annual revenue, and everything in between, knowing your business value today is the foundational step to embarking on your exit planning and retirement transition journey.
Yet, only about 2% of business owners know the value of their business. To solve that problem and help you start making a concrete plan to exit your business, I created a free checklist to gather the necessary data to value your business.
The checklist is your guide to gathering the relevant data points to accurately value your business. then, once you complete the checklist, you’ll enter the data into our business valuation database to value your business for free. In less than 10 minutes, you’ll have an accurate value for your business that you can use to start your exit planning journey.
To get your copy of the valuation checklist and free access to the business valuation database to www.truenorthra.com/valuemybusiness. That’s truenorthra.com/valuemybusiness.
That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance