Liquidity Events: What to Do Before the Money Hits Your Account w/ Ben Klundt, CFP, CEPA
About this episode
In this episode, Mike Nilson interviews Ben Klundt about the steps to take before receiving a liquidity event.
Episode 036: In this episode, I sit down with Ben Klundt, a Certified Financial Planner and certified exit planning advisor at TEN Capital, to talk about something that doesn’t get enough attention until it’s too late—liquidity events. Whether it’s selling a business, offloading real estate, or stepping into retirement, Ben walks through what a liquidity event really is and why planning ahead can make all the difference. We spend time unpacking why the most successful exits often start three ...
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