Episode 299: Why Most Businesses Never Sell and What Owners Must Do Now

What happens when you try to sell a business that isn’t ready, and why do eighty percent of companies fail to sell at all
This week on Grow Your Business and Grow Your Wealth, Gary talks with Stephen H. Wagner, CFP, CEPA, CEO of Integrity Wealth Advisors and one of the few financial planners who deeply understand both the emotional and economic sides of money. Stephen brings decades of experience helping business owners navigate growth, long-term planning, and the complex exit path most entrepreneurs don’t think about until it’s too late. From fiduciary responsibility to devastating business-sale statistics, Stephen breaks down what every owner must know if they want long-term success and a future they won’t regret.

→ Why eighty percent of businesses never sell, and why seventy-five percent of the ones that do sell regret it within a year. 08.28
 → How fiduciary advisors legally must put your interests first and why that matters more than ever. 03.26
 → The two types of business owners and the financial traps both fall into. 12.53
 → How to prepare your business years before an exit to maximize value. 08.28–09.26
 → Why emotions and politics ruin financial decision-making and how Stephen teaches clients to stay focused on facts. 18.45
 → The real value of a trusted advisor who keeps you invested, organized, and thinking clearly through volatility. 21.22
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Connect with Stephen Wagner. www.linkedin.com/in/stephen-h-wagner-cfp

Connect with Gary Heldt. www.linkedin.com/in/gary-d-heldt-jr/

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