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Eric Brotman - Things to do BEFORE an Exit Event to Make Sure You’re Ready​

January 13, 2022


BFG Financial Advisors is a comprehensive financial planning and wealth management firm working with multi-generational families across the U.S. 

Questions we addressed:

What are some of the steps that business owners can take in advance of a potential exit event?
What are some of the mistakes you've seen business owners make after their exit events, and how can they be avoided or minimized?
What does it mean when you encourage people to "graduate into retirement?"

Eric has written "Pay Less Taxes Now" which explains the four places most Americans can put money where it will never be taxed again.  Download it for free at www.lowtaxbook.com.

You can also catch Eric's podcast "Don't Retire...Graduate!" and dozens of articles he's written for Forbes.com can be found at www.brotmanmedia.com.