Business Exit Planning: What Business Owners Should Know Before Selling
From Protect Your Assets by Protect Your Assets | Cumulus Media San Francisco
March 23, 2026 · 39 min
About this episode
David Hollander discusses key considerations for business owners planning to sell their privately held companies.
In this episode of Protect Your Assets , David Hollander discusses key considerations around business exit planning for owners who may be thinking about selling a privately held company. He explores why preparing in advance can matter, from understanding what a business may be worth to organizing financials, preparing for due diligence, and evaluating potential tax implications. David also explains why business exit planning is about more than the sale itself. Owners may need to think carefully about what comes after the transaction, including how sale proceeds fit into long-term income planning, lifestyle goals, and the next chapter of life. You can send your questions to questions@pyaradio.com for a chance to be answered on air. Catch up on past episodes: http://pyaradio.com Liberty Group website: https://libertygroupllc.com/ Attend an event: www.pyaevents.com Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/ See omnystudio.com/listener for privacy information.
People in this episode
Host: David Hollander
Topics covered
- business exit planning
- selling a business
- financial organization
- due diligence
- tax implications
- long-term income planning
- lifestyle goals
Keywords
- business exit planning
- selling a business
- financials
- due diligence
- tax implications
- income planning
- lifestyle goals
Mentioned in this episode
Organizations: Protect Your Assets, Cumulus Media San Francisco, Liberty Group, PYA Radio, Calendly
More episodes of Protect Your Assets
- Retirement Income Planning: Help Protect Your Savings When Markets Are Volatile · May 27, 2026 · 36 min
- Financial Scams 2026: The Latest AI-Driven Fraud and How to Avoid It · April 28, 2026 · 38 min
- The 4% Rule in Retirement: Why It May Deserve a Second Look · March 17, 2026 · 31 min
- Reverse Mortgages Explained with Chris Freck · March 10, 2026 · 39 min
- Bonds Explained: What Today’s Bond Market Means for Investors · March 2, 2026 · 33 min
- 401(k) Creditor Protection in California: Is Your Retirement Account Really Safe? · February 24, 2026 · 35 min
Explore listener stats, chart rankings, contacts and more on the Protect Your Assets podcast page.