Business Succession Planning? This Podcast is for You - Trust Point

Business Succession Planning? This Podcast is for You

Poised for Exit Podcast

Selling your business is a complicated process and we’ve seen sellers make avoidable, and sometimes costly, mistakes because they didn’t have guidance from the very beginning of the sale. If you’re considering selling your business, you need to understand the sale holistically in order to come up with the best plan for your needs and to make sure the sale is structured in a way that is most beneficial for you. One thing that we often see business owners overlook during this time is their company’s 401(k) plan. 

Hear from our experts, Jon Marquet and Allyson Krause who are featured on the Poised for Exit podcast where they will discuss the options that business owners have and the important factors they should consider when making decisions regarding the 401(k) plan before the sale is final.

Related Posts

I’m Interested in Your Services Question about my 401(k)