Wealthyist E79 | Selling Your Business: Is Your Company Worth What You Think? Don't Be Surprised

Podcast: Wealthyist · Annex Wealth Management

Opublikowano: 2026-10-02

Most owners know they should have an exit plan. Fewer than half do, usually because they do not know where to start. Brian Lambourne talks with Amy Kiiskila, Director of Wealth Strategies for Annex Private Client, about the do’s and don’ts of selling a business. The starting point is a decision tree, not a signed deal. Internal sale to key employees or family, third-party buyer, or private equity. You do not need the answer today. You do need the universe of options, and a team in place early: attorney, CPA, and financial advisor. The advisor is t...