Finacial Planning with Justin Powell
In this week's episode, Bill Gilliland hosts Justin Powell from Valor Private Wealth for an insightful discussion on driving business growth and financial planning.
Justin shares valuable insights on working with business owners, highlighting the importance of aligning personal goals with business growth. He explains Valor Private Wealth's detailed financial planning process, emphasizing the significance of quarterly meetings and annual reviews.
A key topic of the discussion is exit planning—how to prepare your business for a successful sale and utilize profits to secure a solid financial…
The skinny
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