Ep. 41 – Matching Your Business Exit with Your Financial Goals – Max Rosen and Robert Dietz

As a business owner, most of your net worth is tied up in your business. So, how do you match your retirement vision with your business exit? The key takeaway: Do your homework and plan early to match your goals for the next chapter with the plan you establish for your business exit.

Bernstein has been in business for 60 years in wealth management services. One of their main focuses is working with entrepreneurs and multi-generational families, and advising business owners for retirement isa key aspect of their services.

Max Rosen is Principal and Robert Dietz is the National Director of Tax Research for Bernstein Private Wealth Management.

Bernstein services can be found at Private Wealth Management | Bernstein

Max can be followed at Max Rosen | LinkedIn

Robert can be followed at Robert Dietz, CFA | LinkedIn

Connect with our hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Jones⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - CEO and co-owner, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matt Silasiri⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Vice President of Business Development at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠True North Mergers & Acquisitions ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sunbelt Business Advisors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.