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The Deal Room

The Deal Room

Business

[EP 065] Fail to Plan, Plan to Fail: Managing your wealth before and after a business sale

[EP 065] Fail to Plan, Plan to Fail: Managing your wealth before and after a business sale

2018-11-05
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Today we discuss the importance of having a wealth management plan before and after a business sale transaction, with our guest Michael Massey of Koda Capital. In this episode, we also talk about the common mistakes made in this area, with some great tips for advisors and owners of businesses.
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