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Business Owners & Exit Planning

Building Value #3: Determining Your Wealth Gap

Episode 3 of Building Value explains the wealth gap: the difference between the assets you have today and the amount you'll need from your business sale to fund the life you want after exit. Quantifying this gap early shows how much value you still need to build before selling.

Brook HartBuilding Value #3

Episode 3 of Building Value explains the wealth gap: the difference between the assets you have today and the amount you'll need from your business sale to fund the life you want after exit. Quantifying this gap early shows how much value you still need to build before selling.

Key takeaways

  • Your wealth gap is the shortfall between current personal assets and the post-exit number you actually need.
  • Owners often overestimate how much of their retirement their business sale will cover.
  • Calculating the gap early gives you years to grow business value and close it.
  • The wealth gap connects personal financial planning to your business exit strategy.
More on Business Owners & Exit PlanningFinancial Planning Foundations

Written by

Brook Hart

President & Chief Compliance Officer · CFP®, CEPA®

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