Host Alan Franks speaks with Bennett Lebowitz about preparing a business for sale through financial and operational pre-diligence. They discuss reducing owner dependency, maintaining clean financial records, protecting valuation, structuring deals, managing taxes and working capital, and navigating the emotional and practical challenges of a successful exit.
Host Alan Franks speaks with financial advisor David Klyman about values-based planning, managing debt and financial stress, avoiding emotional investment decisions, and preparing for...
Alan Franks speaks with John Mitchell about choosing the right business entity, maximizing legitimate deductions, timing income and expenses, and maintaining accurate records. They...
Host Alan Franks sits down with tax attorney and former IRS Appeals Officer John Mitchell to discuss why tax planning should be a year-round...