Who's Actually Buying Your Business (and for How Much), with Frank Restorick
If someone asked you today, "Who's buying your business, and for how much?" — could you answer? Most incorporated business owners can't. And yet "I'll sell the business someday" is the entire retirement plan for a lot of them.
In this episode, Martin and Greg sit down with Frank Restorick, CFP®, Wealth Planner at Optimize Wealth Management, who sees this gap every week in his practice, to break down what a real retirement plan looks like when 80–90% of your net worth is tied up in one company.
What we cover:
Why your business is one piece of the retirement plan, not the plan
The risk of…
The skinny
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