EP82: Business Exit Guide ft. Conner Young

In this episode of Roadmap to Retirement, I sit down with Conner Young from Baskets Capital to talk about what business owners should consider when planning to exit. We cover common valuation blind spots, organizing financials, and how taxes can change depending on how you sell. Conner shares why the five-year mark matters for potential QSBS planning, plus how to think about saving and investing outside your business to reduce concentration risk while you grow.

Thank you for listening and come back soon for a new episode!

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