EP-176 - Maximize Your Business Wealth with Joe LoPresti
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EP-176 - Maximize Your Business Wealth with Joe LoPresti
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In this episode of the Wealth Architect Podcast, Mark Yegge sits down with Joe LoPresti, founder of ClearPoint Family Office and Arlington Wealth Management, to uncover why 80–85% of business owners regret selling their company within a year—and how proper exit planning can prevent that costly mistake.
With over 40 years of experience advising business owners, Joe explains why uncoordinated planning between business and personal wealth leads to regret, unnecessary taxes, and missed opportunities. He shares how a fractional family office approach helps entrepreneurs maximize enterprise value, reduce risk, and transition on their own terms—without being forced to quarterback a fragmented advisory team.
This conversation is essential listening for business owners who want to sell smart, protect their legacy, and secure true financial freedom, not just a paycheck.
🔗 Guest Links-
ClearPoint Family Office: https://www.clearpointfamilyoffice.com
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Free digital copy of Exit by Design: https://www.exitbydesignbook.com
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Joe LoPresti on LinkedIn: https://www.linkedin.com/in/joelopresti