The X’s and O’s of Buying or Selling a Business in Retirement with George Rosen and George St Pierre III

About this episode

The episode discusses the essential steps and considerations for buying or selling a business as part of a retirement strategy.

⭐Let’s make your financial story a heroic one! Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min We’re excited to be back today with George Rosen and George St Pierre III of Contango Investments, Inc., to dive deeper into what it really takes to buy or sell a business as part of a retirement strategy. In part two of this conversation, the Georges walk through the practical X’s and O’s- from self-assessment and financing realities to SBA loan requirements, due diligence, and why geography and cash flow matter more than most people realize. They also flip the script to the seller’s side, explaining how advance planning and building a strong advisory team can dramatically increase business value. Here’s some of what we discuss in this episode: 🔍 Self-assessment before buying a business 💰 SBA financing, cash flow & debt service coverage 📍 Why location and owner involvement matter 🧾 Due diligence and avoiding costly missteps 🚪 Exit planning that increases long-term value 🧠 The power of a coordinated advisory team Contango Investments: Website: https://contangoinvestments.com/ LinkedIn…

People in this episode

Host: Jude Wilson

Guests: George Rosen, George St Pierre III

Topics covered

• buying a business
• selling a business
• retirement strategy
• financing
• due diligence
• advisory team

Keywords

• business buying
• business selling
• retirement planning
• SBA loans
• due diligence
• cash flow
• advisory team

Mentioned in this episode

Organizations: Contango Investments, Inc.

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