If we sell our business can we afford to retire — summer sales ideas 2014 Blog added by Steve Savant on July 16, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

If you are involved in retirement and/or estate planning with clients who own their own business, can you do it accurately without knowing a realistic value of the business? You really can't, particularly by a seat-of-the pants guess by their advisors, but reliable valuations typically cost $8,000 to $15,000. But when you secure a valuation and the business owner has a buyer, a more important question emerges: Can I afford to retire?

In this video blog, I interview Insmark senior advisor Don Prehn to demonstrate this powerful tax advantaged idea for business owners and their quest to retire.

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